Seeking Alpha(@SeekingAlpha):$ANET delivered $3.66B in Q3 revenue, up 58.5% YoY. $SMH $QQQ Management raised 2026 revenue guidance to $13.3B and is targeting $18.5B in 2027. AI fabrics revenue is expected to double to ~$7B by 2027. Arista Networks: Gross margin = 64% Forward non-GAAP PEG ratio = 1.55 Purchase commitments = $11.4B Inventory = $3.2B Seeking Alpha Quant Rating for Arista Networks: Hold, balancing outstanding profitability against elevated valuation multiples. Can Arista double its AI business by 2027?

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$ANET delivered $3.66B in Q3 revenue, up 58.5% YoY. $SMH $QQQ Management raised 2026 revenue guidance to $13.3B and is targeting $18.5B in 2027. AI fabrics revenue is expected to double to ~$7B by 2027. Arista Networks: Gross margin = 64% Forward non-GAAP PEG ratio = 1.55 Purchase commitments = $11.4B Inventory = $3.2B Seeking Alpha Quant Rating for Arista Networks: Hold, balancing outstanding profitability against elevated valuation multiples. Can Arista double its AI business by 2027?