Arista Soars After Q4 Beat, Lifts 2026 Outlook on AI Data-Center Demand

Overview

• Arista reported Q4 revenue of $2.49 billion and adjusted EPS of $0.82, topping estimates of $2.38 billion and $0.76, respectively.
• The company guided Q1 2026 revenue to about $2.6 billion, above Wall Street forecasts, citing strong AI data-center demand from hyperscale customers.
• Management raised its 2026 revenue outlook to roughly $11.25 billion and doubled its AI networking target to $3.25 billion.
• Shares jumped more than 17% in extended trading following the results and above-consensus guidance.
• Arista flagged worsening memory supply constraints and a potential one-time price increase in 2026, while analyst sentiment remains broadly positive, including Rosenblatt’s target hike to $165 and a roughly $164 consensus as of Feb. 6.