ANET Arista Networks
Ethernet switching for AI back-end networks
Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.
ANET · price with what management and the data said
Timeline: management commentary, data & earnings
8 events-
8
2026-08-04EarningsBeat / raise
Reported EPS 1.02 vs 0.89 expected (+15.2% surprise).
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7
2026-05-05EarningsBeat / raise
Reported EPS 0.87 vs 0.81 expected (+7.7% surprise).
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6
2026-02-12EarningsBeat / raise
Reported EPS 0.82 vs 0.76 expected (+8.2% surprise).
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5
2025-11-04EarningsBeat / raise
Reported EPS 0.75 vs 0.71 expected (+5.0% surprise).
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4
2025-08-05EarningsBeat / raise
Reported EPS 0.73 vs 0.65 expected (+12.4% surprise).
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3
2025-05-06EarningsBeat / raise
Reported EPS 0.65 vs 0.59 expected (+10.0% surprise).
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2
2025-02-18EarningsBeat / raise
Reported EPS 0.65 vs 0.57 expected (+14.0% surprise).
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1
2024-11-07EarningsBeat / raise
Reported EPS 0.6 vs 0.52 expected (+15.3% surprise).
Latest headlines
Auto-updated daily- Arista Just Dropped 13% in a Week. Is It Time to Sell, or Load Up?2026-10-23
- Arista Networks (ANET) Is Considered a Good Investment by Brokers: Is That True?2026-10-22
- Should You Pick Arista Networks Stock Over Its Competitors?2026-10-22
- Arista Networks (ANET) Rises Higher Than Market: Key Facts2026-10-21
Predictions involving ANET
Earnings history
EPS vs expectations| Date | Expected EPS | Reported EPS | Surprise |
|---|---|---|---|
| 2026-08-04 | 0.89 | 1.02 | +15.2% |
| 2026-05-05 | 0.81 | 0.87 | +7.7% |
| 2026-02-12 | 0.76 | 0.82 | +8.2% |
| 2025-11-04 | 0.71 | 0.75 | +5.0% |
| 2025-08-05 | 0.65 | 0.73 | +12.4% |
| 2025-05-06 | 0.59 | 0.65 | +10.0% |
| 2025-02-18 | 0.57 | 0.65 | +14.0% |
| 2024-11-07 | 0.52 | 0.6 | +15.3% |
| 2024-07-30 | 0.48 | 0.53 | +8.4% |
| 2024-05-07 | 0.44 | 0.5 | +14.3% |
| 2024-02-12 | 0.43 | 0.52 | +21.6% |
| 2023-10-30 | 0.39 | 0.46 | +16.1% |
| 2023-07-31 | 0.36 | 0.4 | +9.9% |
| 2023-05-01 | 0.34 | 0.36 | +6.3% |
| 2023-02-13 | 0.3 | 0.35 | +16.2% |
| 2022-10-31 | 0.26 | 0.31 | +19.5% |
| 2022-08-01 | 0.23 | 0.27 | +17.2% |
| 2022-05-02 | 0.2 | 0.21 | +3.9% |
| 2022-02-14 | 0.18 | 0.21 | +11.8% |
| 2021-11-01 | 0.17 | 0.19 | +9.0% |
| 2021-08-02 | 0.16 | 0.17 | +6.8% |
| 2021-05-04 | 0.15 | 0.16 | +5.2% |
| 2021-02-18 | 0.15 | 0.16 | +4.3% |
| 2020-11-02 | 0.14 | 0.15 | +8.9% |
About Arista Networks
Website ↗Arista Networks, Inc. engages in the development, marketing, and sale of data-driven, client to cloud networking solutions for AI, data center, campus, and routing environments in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. Its cloud networking solutions consist of Extensible Operating System (EOS), a publish-subscribe state-sharing networking operating system offered in combination with a set of network applications. The company offers data center, cloud and AI networking, cognitive adjacencies, and cognitive network software and services. It also provides post contract customer support services, such as technical support, hardware repair and replacement parts beyond standard warranty, bug fixes, patches, and upgrade services. The company serves a range of industries comprising internet companies, cloud service providers, financial services organizations, govern…
Every additional GPU in a training domain multiplies switch ports and retimers. Ethernet vs proprietary fabrics decides who captures it.
What would prove us wrong. Weakens if cluster sizes plateau and network spend per accelerator falls.
Who else supplies this
| Stock | Role | Last | 1D | 1M | YTD | Trend |
|---|---|---|---|---|---|---|
| AVGO Broadcom | Custom ASICs and Ethernet switch silicon for hyperscaler clusters | $329.0 | +2.29% | −6.7% | −4.4% | |
| CSCO Cisco Systems | Switching and silicon for AI networks | $109.8 | +3.11% | +3.3% | +45.2% | |
| CRDO Credo Technology | Active electrical cables and SerDes | $153.7 | +4.34% | −27.2% | +6.8% | |
| ALAB Astera Labs | PCIe/CXL retimers and scale-up connectivity | $263.2 | +2.35% | −27.8% | +58.2% | |
| NVDA NVIDIA | Demand aggregator for HBM, packaging, optics and robotics compute | $215.3 | +2.05% | −4.3% | +15.7% |
Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.