Arista Shares Tumble After Q1 Results as Supply Worries and Margin Pressure Overshadow Strong Sales
Arista Networks shares plunged after the company's post-close Q1 2026 report produced a 'sell the news' reaction. The networking specialist posted $2.709 billion in revenue, a 35.1% year-over-year increase, and $1.69 billion in operating cash flow, but guidance for Q2 and management warnings about multi-year supply constraints and margin pressure p…