Barclays Maintains an Overweight Rating on Arista Networks, Inc. (ANET)

On May 7, Barclays bumped up the terms people for Arista Networks, Inc. (NYSE:ANET) to $195 from $184. It retained an “Overweight” standing connected the stock.

On May 5, Arista Networks, Inc. (NYSE:ANET) reported gross of $2.709 cardinal for Q1 2026, going up by 35.1% twelvemonth implicit twelvemonth and 8.9% sequentially, the institution said. It had $1.69 cardinal successful operating currency travel alongside that growth.

The institution held margins level YoY, with GAAP and non-GAAP operating margins of 42.7% and 47.8%, respectively. Meanwhile, Arista extended net growth, with GAAP EPS of $0.80 and non-GAAP EPS of $0.87, up from $0.64 and $0.66 a twelvemonth earlier.

CFO Chantelle Breithaupt said the institution delivered “35% gross maturation alongside $0.87 non-GAAP EPS,” with disciplined execution contempt macro and proviso concatenation volatility. CEO Jayshree Ullal said that the firm’s results and nett promoter people of 89 awesome a “strong start” for 2026.

Arista Networks, Inc. (NYSE:ANET) creates, promotes, and sells unreality networking technologies. Its solutions see EOS, a acceptable of web applications, and Gigabit Ethernet switching and routing platforms.

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