Tuesday, August 4After Close
Arista Networks
ANET · Q2 2026Communications · Data Center Networking Hardware
85/ 100
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%
