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Arista Networks (ANET) has already told investors how much it expects to sell in 2027, more than a year before that year ends. Yet management has also said it only sees about two quarters ahead, and that the company has not placed every supply order for 2027. Arista’s ability to deliver the year it has already promised is not settled yet.

What Has Arista Networks Promised For 2027?

Management expects revenue to grow 38% to 40% in 2027, reaching about $18.5 billion at the midpoint. This would follow a 2026 that management now expects to end at about $13.3 billion, after raising its forecast for 2026 four times. Management expects…