A ANET

Arista Networks Inc

COMPUTER HARDWARE · TECHNOLOGY

Arista Networks, headquartered in Santa Clara, California, is a leading provider of software-defined networking (SDN) solutions, particularly known for its high-performance multilayer switches that cater to the demands of large-scale data centers, cloud computing, and high-frequency trading environm...

$126.68

+1.47% (+$1.83)

Volume 5.13M

52W High $164.94

52W Low $59.43

Market Cap $177.13B

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What to Watch This Quarter

Based on historical data

Consensus EPS

$0.76

Whisper EPS

$0.79

3.9% above consensus

Last Quarter

$0.82

Current Streak

8 Beats

Avg Surprise (4Q)

+6.04%

Next Earnings Report

Reports in 27 days

Report Date May 4, 2026

Whisper Spread +3.89%

Consensus Estimate

$0.76

Official analyst average

Whisper Number

$0.79

What traders expect

Bullish Sentiment: The whisper number is 3.9% above consensus, suggesting traders expect a strong beat. The stock may be priced for upside surprise.

Price Chart

EPS History: Consensus vs Actual

Last 12 quarters

Price Movement Around Earnings

Q4 2025 Feb 12, 2026

1-Day: +4.79%

5-Day: +5.52%

Q3 2025 Nov 10, 2025

1-Day: -1.70%

Q3 2025 Nov 4, 2025

1-Day: -8.55%

Revenue & Financial Performance

Revenue Whisper

$2.53B

TWN Proprietary Estimate

Last Quarter Revenue

$2.49B

+28.9% YoY

Gross Margin

62.9%

Net Margin: 38.4%

Quarter	Revenue	YoY Growth	Gross Margin	Op Margin	Net Income
Q4'25	$2.49B	+28.9%	62.9%	41.5%	$955.8M
Q3'25	$2.31B	+27.5%	64.6%	42.4%	$853.0M
Q2'25	$2.20B	+30.4%	65.3%	44.7%	$888.8M
Q1'25	$2.00B	+27.6%	63.7%	42.8%	$813.8M
Q4'24	$1.93B	+25.3%	63.8%	41.4%	$801.0M
Q3'24	$1.81B	+20.0%	64.2%	43.4%	$748.0M
Q2'24	$1.69B	+15.9%	64.9%	41.4%	$665.4M
Q1'24	$1.57B	+16.3%	63.7%	42.0%	$637.7M

Historical Earnings

Last 12 quarters

Quarter	Date	Consensus	Whisper	Actual EPS	Surprise %	Result
Q4 2025	Feb 16, 2026	$0.76	$0.80	$0.82	+8.31%	Beat
Q4 2025	Feb 12, 2026	$0.69	$0.80	$0.75	+8.70%	Missed
Q3 2025	Nov 10, 2025	$0.71	$0.76	$0.75	+5.63%	Met
Q3 2025	Nov 4, 2025	$0.66	$0.71	$0.67	+1.52%	Missed
Q2 2025	Aug 5, 2025	$0.65	$0.70	$0.73	+12.31%	Beat
Q1 2025	May 6, 2025	$0.59	$0.64	$0.65	+10.17%	Beat
Q4 2024	Feb 18, 2025	$0.57	$0.62	$0.65	+14.04%	Beat
Q3 2024	Nov 7, 2024	$0.52	$0.56	$0.60	+15.38%	Beat
Q2 2024	Jul 30, 2024	$0.48	$0.53	$0.53	+10.42%	Met
Q1 2024	May 7, 2024	$0.44	$0.46	$0.50	+13.64%	Beat
Q4 2023	Feb 12, 2024	$0.43	$0.46	$0.52	+20.93%	Beat
Q3 2023	Oct 30, 2023	$0.39	$0.43	$0.46	+17.95%	Beat