AI confidence 64% · prior close shown (market closed)
Investment Snapshot
Why it matters
Arista Networks, Inc. shows accelerating business momentum based on AlphaOS pipeline evidence, with mixed management execution.
Why it matters: Revenue +38% YoY in Q2 FY2026.
Key signals
What it means for the thesis — synthesis, not a raw event feed.
- Revenue +38% YoY in Q2 FY2026
- Guidance Maintained
Pipeline evidence · 0d ago
ANET's AlphaOS Signals
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Latest earnings · Q2 2026
Full ANET earnings analysisReported figures for Arista Networks, Inc. — research only, not investment advice.
- Revenue YoY
- +37.7%
- EPS YoY
- +35.7%
Latest Intelligence
Updated
What happened recently for Arista Networks, Inc. (ANET) — events, not interpretation.
- Event
- Reported Q2 2026 revenue +38% YoY.
- Also
- Last session September 25, 2026 at $206.55.
- Source
- Q2 2026 earnings
Research & analysis only — not investment advice.
Industry & ETF context
Industry blend 56- Primary industry Computer Hardware scores 57/100 (Recovery cycle, Moderate momentum).
- Also mapped to 2 other industries: Cloud Software, Telecom.
- Held in 3 ETF(s) — largest weight IYZ (12.72%).
Investment snapshot
Arista Networks, Inc.
ANET's AI investment thesis
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Intelligence layer
Unified data coverage and cross-signal highlights — market, SEC, earnings, opportunity
- →Management tone: neutral
- →Filing signal: Officer/director transaction language detected
- →Also mapped to 2 other industries: Cloud Software, Telecom.
Strengthen intelligence
- · Fetch earnings call transcript for CEO commentary
Prior close
$206.55
Market cap
$260.51B
Profitable
Yes
Revenue $3.04B
Net income
$1.21B
FY Sep 27, 2026
Analyst ratings
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Earnings intelligence
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Technical intelligence
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Price & volume
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Filing insights
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Competitive landscape
Recent SEC filings
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Arista Networks, Inc. (ANET)
Investment Snapshot above is the primary AlphaOS analysis for Arista Networks, Inc. — structured signals and evidence from proprietary pipelines, not an encyclopedia overview.
Key facts
- Sector:
- Technology
- Industry:
- Computer Hardware
- Market cap:
- $260.51B
- Revenue:
- $3.04B
Research & analysis only — not investment advice. Price, charts, and filings are above.
Connected intelligence
Follow Arista Networks, Inc. through AlphaOS's knowledge graph — themes, peers, beneficiaries, earnings, and research answers.
Beneficiaries & related
Arista Networks, Inc. (ANET) in AlphaOS research
- theme
Data Infrastructure: The Physical Layer AI Can't Skip
The AI buildout depends on unglamorous hardware and network plumbing that most investors overlook.
- theme
Data Infrastructure: The Grid Behind Every AI Query
The real bottleneck isn't compute — it's the power, cooling, and fiber that keep it alive.
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