Infrastructure and data centers · Starter · Independent

Arista Networks

High-speed Ethernet switches for cloud and AI clusters.

72OVRRole playerDraft · rated on 4 of 6

Ratings

Arista's Q2 2026 revenue was $3.04bn, up 37.7%, with a 2026 outlook of about $12.6bn, and it ranked third in Ethernet AI back-end switches as Cisco gained share.

Dominance78draft
Third in Ethernet AI back-end switch sales in 2Q26 (Dell'Oro), with Q2 2026 revenue of $3.04bn.
sourced nasdaq.com
Momentum80draft
Q2 2026 revenue rose 37.7% to $3.04bn.
sourced nasdaq.com
Leverage50draft
The Atlas states no company that depends on Arista.
sourced nasdaq.com
Network base 50, judgment +0.
Durability78draft
Its named risks are deferred AI revenue timing and Cisco and Celestica competing for the same orders.
sourced nasdaq.com
Firepowerunrated
The Atlas states no cash, raise, profit, debt or spending commitment for this company.
Deal Heatunrated
The Atlas reports no deal talks, pending deal, listing plan or stated acquisition plan for this company.

Key figures

$3.04bnQ2 2026 revenue, up 37.7%. 2026 outlook about $12.6bn $3.5bnTargets at least of AI fabric revenue

From the Atlas key figure: Q2 2026 revenue $3.04bn, up 37.7%. 2026 outlook about $12.6bn. Targets at least $3.5bn of AI fabric revenue. Source: nasdaq.com.

TickerNYSE: ANET

ListedPublic

HQSanta Clara, California

Founded2008

CEOJayshree Ullal

Profile

High-speed Ethernet switches for cloud and AI clusters.

Infrastructure and data centers · Networking · Starter

Key figure Q2 2026 revenue $3.04bn, up 37.7%. 2026 outlook about $12.6bn. Targets at least $3.5bn of AI fabric revenue.

Why it leads Won the cloud switch market that AI buyers extended.

What could change it Deferred AI revenue timing, and Cisco and Celestica competing for the same orders.

sourced nasdaq.com

Connections

Rivals

Nvidia in Silicon
Second and third in Ethernet AI back-end switch sales, 2Q26. delloro.com
On the map
Cisco
Cisco ranked fourth in 2Q26 and gained the most share against Arista's third. delloro.com
On the map

See Arista Networks and its connections on the map →

Sector standing

No. 13 of 32 rated in Infrastructure and data centers

Ratings by Claude (draft), 2026-11-02, read from the Atlas data under the ratings rubric. Logo: commons.wikimedia.org. Wikimedia Commons: public domain, with a trademark restriction. The mark is a trademark of its owner.