ANET · News · 20260818N

Revenue Performance and Mix

Arista Networks, Inc. · 2026-08-18 · Importance 56 · Surprise 38 · No source text

Arista Networks reported quarterly revenue of approximately $3.04 billion. Revenue increased 37.7% year over year, exceeding the materiality threshold and indicating substantial growth in the reported period. Quarterly earnings per share were $1.02, and the company exceeded analyst expectations.

Key facts

• Arista Networks' revenue of $3.04 billion was up 37.7% year over year. source
• Arista Networks reported quarterly EPS of $1.02 and revenue of $3.04 billion. source
• ABN AMRO Bank N.V. reduced its stake in Arista Networks by 31.8% in Q2, selling 5,581 shares and now owning 11,974 shares valued at $2.01 million. source
• Pallas Capital Advisors LLC reduced its stake in Arista Networks by 26.3% in the second quarter and now owns 20,728 shares valued at $3.52 million. source
• Total short interest in Arista Networks fell 35.6% during July to 12,815,409 shares by July 31st. source
• Arista Networks shares fell 4.27% to $193.18 on Tuesday and closed 10.10% below their 52-week high reached earlier in August. source
• Insiders have sold approximately 4.34 million shares of Arista Networks worth approximately $798.6 million in the last 90 days/three months. source
• Deutsche Bank AG increased its stake in Arista Networks by 4.3% during the second quarter, purchasing an additional 388,354 shares to own a total of 9,357,496 shares valued at over $1.5 billion. source

Impact estimates