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Arista Networks, Inc. (ANET) falls sharply after its Q1 2026 earnings report, even though the company beat on EPS and revenue. Investors focused on a softer outlook upgrade, margin pressure, and supply constraints, triggering a valuation reset in the AI networking leader.
Arista Networks, Inc. (ANET) falls sharply after its Q1 2026 earnings report, even as revenue and cash flow remain strong. The selloff reflects a high valuation, a small EPS miss, and investor expectations that were set near perfection for the AI networking leader.
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