ANETQ3 20261/4Estimate vs Actual
Earnings per Share
$1.20
+ 11.1% vs Estimate
Surprise as recorded in the analysis; the estimate itself is not on the calendar.
Arista Networks Q3 2026 · Story
Read the quarter card by card, ready to share.
ANETQ3 20261/4ANETQ3 20262/4Guidance
Revenue
- Company Guidance
- 3.9 – 4.0 billion
- Market Estimate
- 3.6 billion
9.7% Above Estimate ▲
Earnings per Share (Adjusted)
- Company Guidance
- 1.26 – 1.30 $
- Market Estimate
- 1.15 $
11.3% Above Estimate ▲
Operating Margin (Adjusted)
- Company Guidance
- 48% – 49%
1.0 Point Annual Expansion ▲
ANETQ3 20263/4In 30 Seconds
Revenue of $3.66B beat expectations by 9.8%, and adjusted EPS of $1.20 beat by 11.1%.
- Fourth-quarter revenue guidance is $3.9B-$4.0B; the midpoint is 9.7% above expectations.
- The stock rose 12.7% after the close on a $18.5B revenue target for 2027.
First point of the analysis's “In 30 Seconds”.
Full AnalysisANETQ3 20264/4Score
90
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