Arista Networks forecasts upbeat revenue as AI speeding lifts demand, shares jump

SelfRugger · 2026-03-11T22:46:17+00:00

Arista Networks projects revenue surpassing Wall Street forecasts due to increased demand for networking equipment driven by AI investments, leading to a 17% surge in share prices. Their Q1 revenue forecast is $2.6 billion, exceeding analyst expectations.

SelfRugger

2026-03-11 22:46:17

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Arista Networks forecasts upbeat revenue as AI speeding lifts demand, shares jump

Reuters

Fri, February 13, 2026 at 7:22 AM GMT+9 1 min read

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Feb 12 (Reuters) - Networking equipment provider Arista Networks forecast annual revenue above Wall ‌Street estimates on Thursday, betting on steady ‌demand for its electronic hardware amid the expanding presence of data centers, sending its shares up more than 17% in extended trading.

Demand for Arista’s ethernet network switches and routers has surged as companies ‌increase their investment ⁠in AI infrastructure.

Analysts have noted that the company has a strong exposure ⁠to major cloud and AI customers, whose capex is expected to keep growing sharply, creating a bigger demand backdrop.

Arista Networks makes the high-speed ‌computer networking equipment that powers big data centers, serving cloud and AI titans such as Microsoft and Meta, along with enterprise, financial services and specialized cloud provider customers.

The company forecast ‌first-quarter revenue of about $2.6 billion, above the analysts’ average estimate of $2.45 billion, according to data compiled by ‌LSEG.

It reported a fourth-quarter revenue of $2.49 billion, compared with estimates of $2.38 billion. Adjusted profit came in at 82 cents per share, beating estimates ‌of 76 cents per share.

(Reporting by Kritika Lamba and Anhata Rooprai in Bengaluru; Editing by Alan Barona)

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