Stock AnalizArista Networks (ANET) earnings for the quarter ended September 2026: EPS beats estimates
Arista Networks reported results for the quarter ended September 2026 on November 3, 2026. Adjusted earnings per share came in at $1.20 against the analysts’ average forecast of $1.08, a beat of 11.2%.
Revenue for the quarter was $3.66 billion, up 58.5% from $2.31 billion in the same quarter a year earlier.
The market’s verdict: the stock rose 8.7% on the first trading day after the report.
The last four quarters
Arista Networks has beaten the analysts’ EPS forecast in 4 of the last 4 quarters.
| Quarter | EPS | Forecast | Surprise | Revenue growth | Price reaction |
|---|---|---|---|---|---|
| Sep 2026 | $1.20 | $1.08 | +11.2% | +58% | +8.7% |
| Jun 2026 | $1.02 | $0.89 | +15.2% | +38% | +6.7% |
| Mar 2026 | $0.87 | $0.81 | +7.7% | +35% | −14.8% |
| Sep 2025 | $0.75 | $0.71 | +5.0% | +27% | −10.9% |
What comes next
Analysts expect EPS of $1.29 for the next quarter on average and $4.38 for the fiscal year ending December 31, 2026.
The average analyst price target is $249.65, 27% above the current price of $197.29.
Valuation and score
Arista Networks scores 3.8 out of 5 overall on Stock Analiz (good, with some weak spots), trades at a trailing P/E of about 53.0, and its intrinsic value under moderate assumptions is about 22% above the current market value. Full Arista Networks analysis with 10 years of financials
Frequently asked questions
What was Arista Networks’s EPS for the quarter ended September 2026?
$1.20 adjusted per share, against an analyst consensus of $1.08.
How much revenue did Arista Networks report?
$3.66 billion, up 58.5% year over year.
More
This report was written automatically from the published numbers within hours of the release. It is information, not investment advice.