Arista Networks (ANET.N): Preview – Investor Focus Shifting to2027-20260728
Flash | 28 Jul 2026 05:00:00 ET │ 11 pages Arista Networks (ANET.N) Preview - Investor Focus Shifting to 2027 CITI'S TAKE Arista reports Jun-Q results on Aug, 4 after market close. We expect Jun-Q sales of $2.8B/+ 28% Y/Y, in line with guidance and consensus expectations, driven by broad strength across the business, tempered by supply. While supply chain challenges and longer AI qualification/customer acceptance times may limit upside to FY26 topline growth and margin outlook vs the Street's +29%/ 62.4%, w ...