"Fourth-quarter revenue guidance was ahead of consensus by $20 million, calling for 2% sequential growth at the midpoint," said William Blair analyst Sebastien Naji in a report. "Meanwhile, a higher mix of cloud titan revenue is expected to pressure non-GAAP gross margins — guidance calls for a roughly 2 percentage point decrease sequentially. Meanwhile, for 2026, management largely reiterated its prior guidance of 20% growth. Arista fully expects to meet its $1.5 billion target for 2025 AI revenue and reit ...

股价表现 - Arista Networks股价连续第二日下跌，今日早盘下跌2.5%至143.66美元，昨日下跌4.3% [1][7] - 股价从10月10日创下的盘中历史高点162.68美元回落 [7] - 尽管Arista股价在2025年累计上涨约33%，但近期出现回调 [1] - 与此同时，英伟达股价在周一上涨2.8%至188.32美元，2025年累计上涨36% [8] 竞争格局与市场动态 - 英伟达宣布其Spectrum-X以太网网络设备将获甲骨文和Meta Platforms用于下一代人工智能数据中心，这对Arista构成竞争压力 [1][3] - 英伟达将其Spectrum-X网络设备与AI加速器捆绑销售，形成强大的市场策略 [3] - Arista在AI网络市场的主要竞争对手包括思科系统、慧与科技以及合同制造商Celestica [6] - Arista和英伟达均瞄准连接AI服务器集群的“后端”以太网网络技术这一新兴市场 [3] 公司财务与业务前景 - Arista预测2026财年收入将增长20%至105亿美元，略高于市场共识预期 [4] - 公司预计其AI网络收入在2026年将增长70%，达到约27.5亿美元，2025年该项收入为15亿美元 [4] - 对于2026至2029财年，Arista预计收入将呈现“中等两位数”增长，长期运营利润率预计在43%至45%区间，较2025年水平低约4个百分点 [5] - Arista销售用于加速互联网数据中心通信的计算机网络交换机 [6] 客户关系 - 微软和Meta是Arista计算机网络交换机的两个最大客户 [2] - 甲骨文被视为Arista的潜在新客户，但甲骨文已与OpenAI等公司签署了大规模AI基础设施协议 [2]

Several Wall Street firms raised targets on Arista stock on Friday, including Goldman Sachs, JPMorgan, Morgan Stanley, Wells Fargo, Wolfe Research and Evercore ISI. Cisco Systems, Juniper Are Rivals TRENDING: America's Most Trusted Financial Companies Arista Networks (ANET) forecast 20% revenue growth in fiscal 2026 to $10.5 billion, slightly above consensus estimates, at its analyst day. Arista stock initially rose, then reversed down on Friday as Wall Street analysts mulled artificial intelligence-related ...