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Earnings Analyses

Reported results, market expectations and a look at the next quarter.

Verdicts Across Listed Reports10 Analyses
BUY6
HOLD3
SELL1
Tuesday, August 4After Close

Arista Networks

ANET · Q2 2026Communications · Data Center Networking Hardware

85/ 100
VerdictBUY

Arista posted its first $3 billion quarter: revenue rose 37.7% to $3.04 billion, adjusted earnings beat by 13%, and 2026 revenue guidance was raised a third time, to $12.6 billion. The stock popped roughly 12% after hours to an all-time high, then closed the next session up only 3.6%, because the shares had already climbed 63% over the prior year. What matters next is where gross margin goes from 63.4% and how few cloud customers the growth still rests on.

Revenue Growth (YoY)
+ 38%
EPS Surprise
+ 13%
Post-Earnings Reaction
+ 11.8%

In 30 SecondsRevenue rose 37.7% year over year to $3.04B, and adjusted EPS of $1.02 beat expectations by about 13%.

Analyzed This Week

22 AnalysesShow All

Reaction strips share one scale: ±15%

  1. ANET

    Arista Networks · Q2 2026
    85
    VerdictBUY
    First Reaction▲ 11.8%
    Revenue YoY
    ▲ 38%
    EPS vs Estimate
    + 13.0%

    Aug 4 · After Close

  2. CSCO

    Cisco Systems · Q4 FY2026
    83
    VerdictBUY
    First Reaction▼ 4.5%
    Revenue YoY
    ▲ 18%
    EPS vs Estimate
    + 4.0%

    Aug 12 · After Close

  3. SPCX

    Space Exploration Technologies Corp (SpaceX) · Q3 2026
    82
    VerdictBUY
    First Reaction▲ 8.1%
    Revenue YoY
    ▲ 161%
    EPS vs Estimate
    + 133.0%

    Oct 20 · After Close

  4. SPCX

    Space Exploration Technologies Corp (SpaceX) · Q2 2026
    80
    VerdictBUY
    First Reaction▼ 13.6%
    Revenue YoY
    ▲ 92%
    EPS vs Estimate
    + 66.0%

    Aug 4 · After Close

  5. ONDS

    Ondas Inc · Q2 2026
    78
    VerdictBUY
    First Reaction▼ 7.0%
    Revenue YoY
    ▲ 1,230%
    EPS vs Estimate
    − 90.0%

    Aug 13 · Pre-Market

  6. T

    AT&T · Q3 2026
    71
    VerdictBUY
    First Reaction▼ 6.5%
    Revenue YoY
    ▲ 5%
    EPS vs Estimate
    + 8.3%

    Oct 21 · Pre-Market

  7. ASTS

    AST SpaceMobile · Q2 2026
    68
    VerdictHOLD
    First Reaction▼ 1.8%
    Revenue YoY
    ▲ 2,627%
    EPS vs Estimate
    − 168.0%

    Aug 10 · After Close

  8. VZ

    Verizon Communications · Q3 2026
    62
    VerdictHOLD
    First Reaction▼ 3.5%
    Revenue YoY
    ▲ 2%
    EPS vs Estimate
    + 3.1%

    Oct 26 · Pre-Market

  9. NFLX

    Netflix · Q3 2026
    54
    VerdictHOLD
    First Reaction▼ 5.8%
    Revenue YoY
    ▲ 12%
    EPS vs Estimate
    + 6.1%

    Oct 20 · After Close

  10. META

    Meta Platforms · Q3 2026
    48
    VerdictSELL
    First Reaction▲ 1.8%
    Revenue YoY
    ▲ 26%
    EPS vs Estimate
    − 29.9%

    Oct 21 · After Close

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Analyses are published ~1 hour after a company reports.

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