Market
Demand Is Soaring for Arista. Why It Isn’t Enough for the Stock.
YahooMay 6, 2026
Shares of Arista Networks were dropping on Wednesday despite strong earnings, as the networking equipment maker expects supply shortages to negatively impact margins. Arista reported first-quarter financial results after the stock market closed on Tuesday. For the quarter ended March 31, the company posted revenue of $2.71 billion, up 35.1% from the previous year and ahead of Wall Street estimates of $2.62 billion, according to FactSet.
