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...

$181.08

-3.15% ($5.88)

Volume 9.13M

52W High $189.82

52W Low $104.68

Market Cap $218.03B

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What to Watch This Quarter

Based on historical data

Consensus EPS

$0.88

Whisper EPS

$0.92

4.1% above consensus

Last Quarter

$0.87

Current Streak

7 Beats

Avg Surprise (4Q)

+7.31%

Next Earnings Report

Reports in 21 days

Report Date Aug 4, 2026

Time AMC

Whisper Spread +4.09%

Consensus Estimate

$0.88

Official analyst average

Whisper Number

$0.92

What traders expect

Bullish Sentiment: The whisper number is 4.1% above consensus, suggesting traders expect a strong beat. The stock may be priced for upside surprise.

Price Chart

EPS History: Consensus vs Actual

Last 11 quarters

Price Movement Around Earnings

Q1 2026 May 5, 2026

1-Day: -13.61%

Q1 2026 May 4, 2026

1-Day: -1.39%

Q4 2025 Feb 12, 2026

1-Day: +4.79%

5-Day: +5.52%

Revenue & Financial Performance

Revenue Whisper

$2.72B

TWN Proprietary Estimate

Last Quarter Revenue

$2.71B

+35.1% YoY

Gross Margin

61.9%

Net Margin: 37.8%

Quarter	Revenue	YoY Growth	Gross Margin	Op Margin	Net Income
Q1'26	$2.71B	+35.1%	61.9%	42.7%	$1.02B
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

Historical Earnings

Last 12 quarters

Quarter	Date	Consensus	Whisper	Actual EPS	Surprise %	Result
Q1 2026	May 5, 2026	$0.81	$0.85	$0.87	+7.41%	Beat
Q1 2026	May 4, 2026	$0.76	$0.79	--	--	--
Q4 2025	Feb 16, 2026	$0.76	$0.80	$0.82	+8.31%	Beat
Q4 2025	Feb 12, 2026	$0.76	$0.80	$0.82	+7.89%	Beat
Q3 2025	Nov 10, 2025	$0.71	$0.76	$0.75	+5.63%	Met
Q3 2025	Nov 4, 2025	$0.71	$0.71	$0.75	+5.63%	Beat
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
Q2 2024	Jul 29, 2024	$0.48	$0.52	$0.53	+10.42%	Beat