ANET · News · 20260922N

Revenue Performance and Mix

Arista Networks, Inc. · 2026-09-22 · Importance 33 · Surprise 6 · In source text

Arista Networks reported quarterly revenue of $3.04 billion. Quarterly EPS was $1.02, and the results exceeded analyst expectations. The digest does not provide a year-over-year or sequential revenue comparison or segment breakdown.

Key facts

• Andra AP fonden increased its stake in Arista Networks by 106.2% in Q2 to hold 515,400 shares valued at $87.6 million. source
• Arista Networks reported quarterly EPS of $1.02 and revenue of $3.04 billion. source
• Andreas Bechtolsheim, a Director and 10% Owner of Arista Networks, recently sold 299,900 shares of common stock totaling approximately $59.7 million via a Rule 10b5-1 trading plan. source
• A 10% shareholder of Arista Networks sold 190,000 shares of common stock for a total of US$59.69 million and after the sale still directly owns 20.32 million shares of the company. source
• Over the last ten years Arista Networks delivered an annualized return of 43.89%, turning a $1,000 investment ten years ago into $38,583.15 today. source
• Arista Networks is trading at a valuation of 64x earnings according to the Trefis piece. source
• Analysts maintain a 'Buy' rating on Arista Networks with a consensus price target of $227.80. source

Impact estimates