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ANET Arista Networks
Servers & networking · NYSE · 한국어 페이지
AI back-end Ethernet switches, contract-built in Thailand, Mexico and Malaysia and shipped into the US.
Current-quarter revenue estimate
Quarter ending Sep 2026 · reports Nov 3, 2026
Our estimate
$3.44B
$3.29B–$3.59B
vs a year ago
+49%
vs consensus
+3.2%
High confidence · within ±5% in 11 of 12 backtested quarters, average error 2.4%. Model: company guidance adjusted by its historical beat rate.
Key supply-chain flow
US imports of Thai switches · routers · to Aug 2026
+69%last 3 months vs a year earlier
Mapped data flows
How each flow moves with quarterly revenue (year-over-year correlation, flow leading by 0–2 quarters).
| Flow | Stage | Revenue link | Correlation | Data to |
|---|---|---|---|---|
US imports of Thai switches · routers US Census Bureau | Company shipments | B Linked | 0.67 · leads 1Q | Aug 2026 |
US imports of Mexican switches · routers US Census Bureau | Company shipments | C Industry context | 0.42 | Aug 2026 |
A ≥0.7 direct link · B ≥0.5 linked · C ≥0.3 industry context · D weak. Fewer than 8 comparable quarters caps the grade at C.