Arista Networks Stock Climbs After Strong Q4 Results: Details
Arista Networks Inc. (NYSE:ANET) shares rallied in Thursday's extended trading after the company released a strong fourth-quarter earnings report and forward guidance above estimates.
Here's a look at the key figures from the quarter.
- ANET stock is moving.
Arista Beats Estimates
Arista reported quarterly earnings of 82 cents per share, which beat the Street estimate of 76 cents, according to data from Benzinga Pro.
Quarterly revenue clocked in at $2.49 billion, which beat the analyst consensus estimate of $2.38 billion and was up from $1.93 billion in the same period last year.
“2025 was the year of validation of our Arista 2.0 momentum, as we hit the milestone of shipping a cumulative of 150 million ports,” stated Jayshree Ullal.
“We exceeded both our AI networking and campus expansion goals, delivering profitable growth and revenue of $9 billion,” Ullal added.
Looking Ahead to Q1
For the first quarter of 2026, Arista expects:
- Revenue of approximately $2.6 billion, versus the $2.45 billion analyst estimate.
- Non-GAAP gross margin is between approximately 62%-63%.
- Non-GAAP operating margin of approximately 46%.
ANET Stock Price: According to data from Benzinga Pro, Arista Networks stock rose 15.46% to $155.03 in Thursday's extended trading.
Photo: Shutterstock
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
You may also like
Cerebras (CBRS.US) Cloud Business Soars, Masking Hardware Decline; OpenAI Supports Half of Cloud Revenue
Cerebras achieved record Q3 revenue, but hardware income dropped by nearly 30%, while cloud business accounted for two-thirds of total revenue. OpenAI contributed $72.4 million. The company raised its full-year guidance and expects Q4 to be close to breakeven.
Microsoft (MSFT.US) offers voluntary buyout packages to about 60,000 employees: Structural divergence in U.S. employment under AI transformation
In 2026, the U.S. labor market is characterized by both low layoffs and weak hiring. Companies like Microsoft and American Express are leveraging AI to optimize their workforce, while data centers are driving growth in the construction sector. However, entry-level white-collar jobs face increasing pressure, with real wages experiencing negative growth and structural transformation risks becoming more prominent.
"Inflation is really too high"! Federal Reserve "third-in-command": The Fed must continue to take action and promptly bring the price level back to 2%
John Williams, President of the New York Federal Reserve and the “number three” official at the Federal Reserve with a permanent voting right, stated that U.S. inflation remains high and policymakers must take further action to curb price pressures.
Crypto prices
More
