Loading…
Loading…
Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Tal Liani | Bank of America | 6 | 33% |
| Aaron Rakers | Wells Fargo | 6 | 0% |
| Simon Leopold | Raymond James | 6 | 0% |
| Meta Marshall | Morgan Stanley | 6 | 0% |
| Samik Chatterjee | JPMorgan | 6 | 0% |
| Karl Ackerman | BNP Paribas | 6 | 0% |
| Mike Ng | Goldman Sachs | 6 | 0% |
| Amit Daryanani | Evercore ISI | 6 | 0% |
| Dave Vogt | UBS | 5 | 20% |
| Jim Fish | Piper Sandler | 5 | 20% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Needham | 3 | 6 | 0% |
| JPMorgan | 1 | 6 | 0% |
| Bank of America | 1 | 6 | 33% |
| Morgan Stanley | 1 |
| 6 |
| 0% |
| BNP Paribas | 1 | 6 | 0% |
| Evercore ISI | 1 | 6 | 0% |
| Goldman Sachs | 1 | 6 | 0% |
| Raymond James | 1 | 6 | 0% |
Arista surged to $2.71 billion in Q1 revenue growing 35.1% with EPS of $0.87 up 31.8% as AI networking leadership extended across scale-out and the emerging scale-across architecture that differentiated Arista's distributed AI fabric approach. Scale-across emerged as a new growth driver enabling AI workloads across geographically distributed data centers. Industry-wide supply chain constraints created a headwind to delivery though the demand backlog continued growing.
Cloud & AI | Demand | Competitive Dynamics | Revenue Growth | Innovation & R&D | Supply Chain | Margin | Trade Tariffs | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 9 | 7 | 4 | 3 | 3 | 1 | ||
| 2025Q1 | 8 | 7 | 4 | 3 | 2 | 1 | 6 | |
| 2025Q2 | 8 | 4 | 6 | 2 | 2 | 1 | ||
| 2025Q3 | 10 | 8 | 4 | 3 | 3 | 2 | 3 | |
| 2025Q4 | 10 | 7 | 2 | 2 | 3 | 3 | ||
| 2026Q1 | 8 | 5 | 5 | 5 | 3 | 2 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Cloud & AI | 9 | 8 | 8 | 10 | 10 | 8 |
| Demand | 7 | 7 | 4 | 8 | 7 | 5 |
| Competitive Dynamics | 4 | 4 | 6 | 4 | 2 | 5 |
| Revenue Growth | 3 | 3 | 2 | 3 | 2 | 5 |
| Innovation & R&D | 3 | 2 | 2 | 3 | 3 | 3 |
| Supply Chain | 1 | 2 | 3 | 2 | ||
| Margin | 1 | 1 | 3 | 2 | ||
| Trade Tariffs | 6 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
ANET Arista Networks | 9 | +35.1% | |
| DELL Dell Technologies | 9 | +87.5% | |
| HPQ HP Inc. | 6 | +9.0% | |
| NTAP NetApp | 9 | +12.5% | |
| SMCI Supermicro | 7 | +122.7% | |
| STX Seagate Technology Holdings | 10 | +44.1% | |
| WDC Western Digital | 9 | +45.5% |