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calendar_month Nov 03, 2026

Arista Networks Stock Pops on Q3 Earnings Beat, Strong Q4 Guidance

Arista Networks Inc. (NYSE:ANET) posted its third-quarter fiscal 2026 results after Tuesday’s closing bell. Here’s a look at the details inside the report. 

Arista Q3 Details    

Arista Networks reported quarterly adjusted earnings of $1.20 per share, which beat the analyst estimate of $1.08, per Benzinga Pro data. 

Quarterly revenue came in at $3.66 billion, which beat the Street estimate of $3.33 billion.

“Arista registered another momentous quarter with the highest year-over-year revenue growth since our IPO and record profitability, surpassing even my high expectations,” said CEO Jayshree Ullal.

“This strong momentum across customer sectors highlights our increased relevance for the generative and agentic AI era,” Ullal added.

Looking Ahead

Arista Networks expects fourth-quarter adjusted EPS of $1.26-$1.30, versus the $1.15 analyst estimate, and revenue in a range of $3.9 billion to $4 billion, versus the $3.6 billion estimate.

ANET Stock Price: According to data from Benzinga Pro, Arista Networks stock was up 10.23% to $187 in Tuesday’s extended trading.  

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