ANET · News · 20261103N

Guidance and Outlook

Arista Networks, Inc. · 2026-11-03 · Importance 80 · Surprise 68 · From source text

For Q4 2026, Arista forecast revenue of $3.9 billion to $4.0 billion, above the $3.6 billion analyst consensus. The revenue range implies approximately 6.6% to 9.3% sequential growth from Q3 revenue of $3.66 billion. Arista forecast Q4 earnings of $1.26 to $1.30 per share, compared with analyst estimates of $1.15.

Key facts

• Arista Networks, Inc. projected Q4 2026 EPS of $1.26-$1.30 and revenue of $3.9-$4 billion, above current consensus estimates. source
• Arista Networks, Inc. expected Q4 per-share earnings of $1.26-$1.30 and revenue of $3.9-$4 billion. source
• Arista Networks, Inc. expected Q4 revenue of $3.9-$4.0 billion, above the $3.6 billion consensus estimate. source
• Arista Networks, Inc. previously guided to approximately $3.3 billion in Q3 revenue, an adjusted operating margin of 48%-49%, and adjusted earnings of $1.06-$1.08 per share. source
• Arista Networks, Inc.'s Q3 revenue target implied roughly 8.7% sequential growth. source
• Arista Networks, Inc. projected Q4 EPS of $1.26-$1.30, compared with analyst estimates of $1.15. source
• Hitting Arista Networks, Inc.'s Q3 revenue target and adjusted operating margin midpoint would produce about $1.60 billion in adjusted operating income, according to the article's calculation from guidance; actual results were still pending at publication. source
• Arista Networks, Inc. provided above-consensus guidance for Q4. source

Impact estimates