ANET Arista Networks Inc

$ANET | ARISTA NETWORKS, INC. Q3 2026 EARNINGS HIGHLIGHTS ◆ EPS: $1.20 vs. $1.08 est. ✅ ◆ Revenue: $3.66B vs. $3.33B est. ✅ ◆ Net Income: $1,560.4M (+83.0% YoY) ◆ Operating Income: $1,642.4M (+67.9% YoY) ◆ Operating Expenses: $683.3M (+33.5% YoY) ◆ R&D Expense: $486.9M (+49.4% YoY) Segment Performance: ◆ Product: $3,190.0M (+66.9% YoY) ◆ Service: $467.6M (+17.9% YoY) Key Metrics: ◆ Q3 2026 revenue grew 58.5% YoY, the highest year-over-year growth rate since Arista's IPO. ◆ Revenue increased 20.5% sequentially from Q2 2026, exceeding company guidance of $3.3B. ◆ H1 2026 operating cash flow was $3,977.4M, up from $3,110.0M in H1 2025, a 27.9% increase. Forward Guidance: ◆ Q4 2026 revenue guidance: $3.9B to $4.0B. ◆ Q4 2026 non-GAAP operating margin guidance: 48% to 49%. ◆ Q4 2026 non-GAAP diluted net income per share guidance: $1.26 to $1.30.

RISTA NETWORKS $ANET Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $3.66B (Est. $3.33B) 🟢; +58.5% YoY 🔹 Adj. EPS: $1.20 (Est. $1.08) 🟢; +56% YoY Q4 Guide: 🔹 Revenue: ~$3.9B-$4.0B (Est. $3.6B) 🟢 🔹 Adj. EPS: $1.26-$1.30 (Est. $1.15) 🟢 🔹 Non-GAAP Operating Margin: 48%-49% Announcements: 🔹 Open Ethernet Architectures: up to 144 accelerators/rack; 1,024 XPUs 🔹 Added to S&P 100 Other Q3 Metrics: 🔹 Non-GAAP Oper Income: $1.80B (Est. $1.62B) 🟢 🔹 Non-GAAP Gross Margin: 64.0% (Est. 62.9%) 🟢; -120 bps YoY 🔹 Non-GAAP Operating Margin: 49.1%; +50 bps YoY 🔹 Deferred Revenue: $5.10B Comments: 🔸 “Arista registered another momentous quarter with the highest year-over-year revenue growth since our IPO and record profitability, surpassing even my high expectations” — Jayshree Ullal, Chairperson and CEO 🔸 “This quarter brought a true trifecta for our company, setting new record highs in revenue growth, net income, and EPS.” — Chantelle Breithaupt, CFO

$ANET 250 EoY - the last Q report was super bullish! The stock went to 202 AH and pulled back with the mid terms confusion - once dust settles, 250s ahead!

$ANET come on yall. Trading desks r declaring the American AI race is over. Don’t put ur investments here they say 🤣🤣🤣

🚨 $ANET | Arista Networks Q3 2026 Earnings Q3 Results • Adjusted EPS: $1.20 vs. $1.08 expected, beat by $0.12 (+11.1%). • Revenue: $3.66B vs. $3.33B expected, beat by 9.9%. • Revenue surged 58.5% YoY. Q4 2026 Guidance • Adjusted EPS: $1.26 to $1.30 vs. $1.15 consensus, above expectations. • Revenue: $3.9B to $4.0B vs. $3.6B consensus, above expectations. • Revenue guidance midpoint of $3.95B is approximately 9.7% above consensus.

Yesterday’s lotto updates 3/4 wins so far with 40-400%+ $ANET and now anet call @ 1.7 for 40% ✅ $ALAB lotto puts went 400% yesterday. Bid sitting same chain with profits 9 .1 ✅ $TSLA puts yesterday peaked 60%. Reload possible Now just waiting on $NVTS

$ANET 171 is the bottom of the channel so if closes above 171 then expect a bounce next week

Added some $ANET $CRDO $BE $DDOG $CRWD A lot of premarket green has faded past month but today seems much stronger and all are deep discount from just a few days ago

$ANET every hall needs the wiring, but wiring is the easiest layer to squeeze when budgets tighten. seems like boom pricing for cables and switches lasts only while nobody is counting costs

$ANET Blowout beat — and the Q4 guide clears the upside trigger: Q3 non-GAAP EPS $1.20 vs $1.08 consensus, revenue $3.66B vs $3.31–$3.33B consensus and the ~$3.30B guide. AI networking demand is the story. (1/5)

$ANET must be nuttier than a fruitcake to sell now when it’s clearly due a bounce back to 200.

$ANET Looks like post ER we are either at 224, as long as it punches thru 211, or dropping to 171 if it the usual shenanigans happen. 200MA 164.95, 50MA 195.51… Seeing how it’s already been rejected at the top of the channel at 217…

$ANET is very close to retesting its previous highs from Fall of 2025. Also approaching its 200 day moving average. Pulled back about 23% since the highs earlier this month. With earnings around the corner (Nov. 3rd, after the close), looks like a pretty good entry at $164ISH.

$ANET This is ridiculous. This company basically has no debt. The market is overreacting on the company’s with massive debt and Arista has none. I just wish I had more cash to buy.

$ANET is ranked #10 in technology quality with a score of 90. I posted these rankings yesterday, but I think they're worth sharing again. I bought yesterday because money is made when the markets are down. I used Stock Meadow's scoring model to find what I'm buying.

$ANET Here's an AI infrastructure play that deserves more attention. Building AI data centers requires more than powerful chips. It also requires high-speed networking capable of moving enormous amounts of data efficiently. Arista is well positioned in that market. I'm watching hyperscaler spending, networking demand and operating margins. Could networking become one of the next major beneficiaries of AI infrastructure investment?

$ANET super stong stock--no position here but will be looking at 160 plus or minus a few points

$ANET I cannot for the life of me figure out why people are panicking. These data centers will be built and states like ND, there will be no slowdown. Existing construction on data centers will continue (and there are a lot). Planned data centers will be slowed a bit. Hinojosa only wants a set of new laws passed in Texas and these will pass sooner than later (#1 priority) and before under construction data centers are finished. This will push more funding into retrofitting and using higher efficiency (i.e. more expensive - ANET) technologies. The need for the data centers with the most high tech systems is now greater than ever.

$ANET very happy and grateful but I saw 200 on after hours before elections repriced markets and this is where my options really take off.

$ANET $AVGO When Arista sells more switches, Broadcom sells more networking chips. Arista's boom is Broadcom's boom.