New York, Feb 14, 2026, 10:48 a.m. ET — Market closed.
- Arista shares rose 4.8% on Friday after the company posted Q4 results and issued first-quarter revenue guidance. (Barron’s)
- Management highlighted momentum in AI networking and campus, while margins eased from the prior quarter. (Arista Networks)
- Investors now turn to execution against Q1 targets and the next set of filings for more detail on demand and customer mix. (Investing.com UK)
Arista Networks’ shares ended Friday up 4.8% at $141.59, extending a volatile week for AI-linked infrastructure names as investors re-priced earnings winners and losers. (Barron’s)
The move followed Arista’s fourth-quarter report late Thursday and management’s updated outlook, which put fresh attention on how quickly large customers are building AI-focused data centers — and what that means for network spending in 2026. (Arista Networks)
Arista reported fourth-quarter revenue of $2.488 billion, up 28.9% from a year earlier, and non-GAAP earnings of $0.82 a share, according to the company’s release. (Arista Networks)
“2025 was the year of validation of our Arista 2.0 momentum,” Chief Executive Jayshree Ullal said, pointing to shipments of a cumulative 150 million ports and progress in AI networking and campus. (Arista Networks)
Chief Financial Officer Chantelle Breithaupt said the quarter showed “strong operating leverage,” with a non-GAAP operating margin of 47.5% and more than $1 billion in quarterly net income, a milestone she called “historic.” (Arista Networks)
For the first quarter, Arista forecast revenue of about $2.6 billion, above analysts’ expectations cited by Investing.com, while guiding to a non-GAAP gross margin of 62%–63% and a non-GAAP operating margin of roughly 46%. (Investing.com UK)
The company also used the earnings release to spotlight new products tied to data center and AI build-outs, including its R4 series platforms for AI and data center networks, and updates to its network-operations software. (Arista Networks)
Arista’s results landed as investors debate whether AI spending will broaden beyond a handful of hyperscalers and whether networking suppliers can sustain growth as competitors push harder into the same budgets. Cisco was among the names on traders’ screens this week as the market rotated around AI disruption themes. (Investors)
But there are risks. Arista’s gross margins eased sequentially, and the company’s outlook assumes continued strength in high-end switching demand — a segment that can swing if cloud and enterprise customers pause spending, shift architectures, or pressure pricing. (Arista Networks)
What investors watch next is whether Arista can hit its first-quarter revenue target and keep margins steady as AI deployments scale. Another near-term checkpoint is the company’s annual report on Form 10-K, which provides deeper detail on customers, risks and cash flow; large accelerated filers generally face a 60-day deadline after year-end, which for Dec. 31 year-ends falls on March 2, 2026. (SEC)
