Arista Networks

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Bulls Say, Bears Say

Bulls Say

AI Market OpportunityData points around cloud AI investments are overwhelmingly positive, indicating a significant market opportunity for vendors.

Management VisionArista management laid out a compelling vision for the continued transformation of the company, outlining new Cloud/AI capabilities targeting both White Box and Nvidia, and new investments in Enterprise Campus which take direct aim at Cisco.

Revenue GrowthArista became a major new supplier to Anthropic, whom it is expected to contribute material Revenue.

Bears Say

Guidance ExpectationsNo expectations on raising the FY26 guide from the Analyst Day, limiting catalysts for stock movement.

Margin ConcernsGross margins are expected to remain below 65%, likely limiting operating margins.

Stock ExpectationsHigh expectations built into stock heading into earnings with limited potential for multiple expansion.

Arista Networks News

Notable companies reporting after market close

Notable companies reporting after the market close, with earnings consensus, include AMD (AMD), consensus $1.17… Arista Networks (ANET),...

2h ago

AMD

Arista Networks call volume above normal and directionally bullish

Bullish option flow detected in Arista Networks (ANET) with 16,156 calls trading, 3x expected, and implied vol increasing...

6h ago

ANET

Unusually active option classes on open November 4th

Unusual total active option classes on open include: New Fortress Energy (NFE), Eaton (ETN), New Gold (NGD), Hertz...

7h ago

APO

EPD

Options Volatility and Implied Earnings Moves Today, November 04, 2025

Today, several major companies are expected to report earnings: Advanced Micro Devices (AMD), Pfizer (PFE), Super Micro Computer...

9h ago

AMD

PFE

These Are the Stocks Reporting Earnings Today – November 4, 2025

Here’s a look at today’s key earnings reports from major publicly traded companies. Stock market investors will undoubtedly...

13h ago

AMD

Arista, Ciena move lower after Nvidia takes stake in Nokia

11:40 EDT Arista, Ciena (CIEN) move lower after Nvidia (NVDA) takes stake in Nokia (NOK) Published first on...

7d ago

NOK

ANET

Citi says buy Astera and Arista on yesterday’s selloff

Citi recommends using the weakness yesterday in shares of Astera Labs (ALAB) and Arista Networks (ANET) as buying...

20d ago

ALAB

ANET

Midday Fly By: Big banks report beats, GM takes $1.6B EV charge

The major averages were mixed at midday as the U.S. government shutdown approaches its third week, with traders...

21d ago

Astera Labs falls after Arista introduces new Ethernet ecosystem

Astera Labs (ALAB) shares are moving lower after Arista Networks (ANET) published a blog post by its CEO...

21d ago

ALAB

ANET

Arista Networks’ Stock (ANET) Falls as Nvidia Promotes Networking Solutions

The market sees new competitive threats emerging. ...

22d ago

ANET

ANET FAQ

What was Arista Networks’s price range in the past 12 months?

Currently, no data Available

What is Arista Networks’s market cap?

Currently, no data Available

When is Arista Networks’s upcoming earnings report date?

Arista Networks’s upcoming earnings report date is Nov 04, 2025 which is today.

How were Arista Networks’s earnings last quarter?

Arista Networks released its earnings results on Aug 05, 2025. The company reported $0.588 earnings per share for the quarter, beating the consensus estimate of $0.523 by $0.065.

Is Arista Networks overvalued?

According to Wall Street analysts Arista Networks’s price is currently Undervalued. Get more investment ideas with TipRanks Premium

Does Arista Networks pay dividends?

Arista Networks does not currently pay dividends.

What is Arista Networks’s EPS estimate?

Arista Networks’s EPS estimate is 0.58.

How many shares outstanding does Arista Networks have?

Currently, no data Available

What happened to Arista Networks’s price movement after its last earnings report?

Arista Networks reported an EPS of $0.588 in its last earnings report, beating expectations of $0.523. Following the earnings report the stock price went same N/A.

Which hedge fund is a major shareholder of Arista Networks?

Currently, no hedge funds are holding shares in CH:ANET

Company Description

Arista Networks

Arista Networks, Inc. develops, markets, and sells cloud networking solutions in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. The company's cloud networking solutions consist of extensible operating systems, a set of network applications, as well as gigabit Ethernet switching and routing platforms. It also provides post contract customer support services, such as technical support, hardware repair and parts replacement beyond standard warranty, bug fix, patch, and upgrade services. The company serves a range of industries comprising internet companies, service providers, financial services organizations, government agencies, media and entertainment companies, and others. It markets and sells its products through distributors, system integrators, value-added resellers, and original equipment manufacturer partners, as well as through its direct sales force. The company was formerly known as Arastra, Inc. and changed its name to Arista Networks, Inc. in October 2008. Arista Networks, Inc. was incorporated in 2004 and is headquartered in Santa Clara, California.

Arista Networks (ANET) Earnings & Revenues

Historic Earnings Reports

ANET Company Deck

ANET Earnings Call

Q2 2025

0:00 / 0:00

Earnings Call Sentiment|Positive

The earnings call reflects a strong performance by Arista Networks, with record revenue and operating income, increased growth targets, and strong contributions from AI and cloud sectors. However, challenges such as the loss of a key AI customer and increased operating expenses were noted. The sentiment remains positive due to the significant outweighing of highlights over lowlights.View all CH:ANET earnings summaries