ANET
Arista Networks, Inc. · Technology · Computer Hardware
TECHStrong BuyZACKSStrong Buy
R500#96 today
$207.35
+1.40% today · +0.39% 1W
Oct 2 close or latest
PreviewWhy it's moving
Moving with the market
- ANET +1.40% on the last session vs SPY +0.74%: +0.7 pts of stock-specific move.
- Market backdrop (Fri): Average Hourly Earnings m/m 0.1% vs 0.3% expected (cooler); Non-Farm Employment Change 29K vs 89K expected (weaker); S&P futures +0.41%, 10-year yield -5bp in the 30 minutes after.
Assembled from Wallsti's own signals.
Next report
Nov 3
In 30 days
estimated date
EPS estimate
$1.08
$1.06 to $1.12 · 26 analysts
Revenue estimate
$3.3B
$3.3B to $3.5B
Track record
8/8 beats
last 8 reports · moved ±8.3% on average
Reports
| Reported | Quarter | EPS est. | EPS | EPS surprise | Revenue | Reaction | Gap | 5 days |
|---|---|---|---|---|---|---|---|---|
| Aug 4, 2026 AMC | 2Q2026 | $0.89 | $1.02 | +$0.13 (+15.2%) beat | $3.0B | +3.6% +3.8 vs SPY | +10.3% | +3.9% |
| May 5, 2026 AMC | 1Q2026 | $0.81 | $0.87 | +$0.06 (+7.7%) beat | $2.7B | -13.6% -15.0 vs SPY | -10.1% | -16.3% |
| Feb 12, 2026 AMC | 4Q2025 | $0.76 | $0.82 | +$0.06 (+8.2%) beat | $2.5B | +4.8% +4.7 vs SPY | +7.9% | -1.7% |
| Nov 4, 2025 AMC | 3Q2025 | $0.71 | $0.75 | +$0.04 (+5.0%) beat | $2.3B | -8.6% -8.9 vs SPY | -7.1% | -12.1% |
| Aug 5, 2025 AMC | $0.65 | $0.73 | +$0.08 (+12.3%) beat | — | +17.5% +16.7 vs SPY | +13.3% | +19.6% | |
| May 6, 2025 AMC | $0.59 | $0.65 | +$0.06 (+10.2%) beat | — | -4.8% -5.2 vs SPY | -5.4% | +7.1% | |
| Feb 18, 2025 AMC | $0.57 | $0.65 | +$0.08 (+14.0%) beat | — | -6.4% -6.7 vs SPY | -5.9% | -16.4% | |
| Nov 7, 2024 AMC | $0.52 | $0.60 | +$0.08 (+15.4%) beat | — | -7.1% -7.5 vs SPY | -5.7% | -10.5% | |
| Jul 30, 2024 AMC | $0.48 | $0.53 | +$0.05 (+10.4%) beat | — | +11.3% +9.7 vs SPY | +8.5% | +3.9% | |
| May 7, 2024 AMC | $0.44 | $0.50 | +$0.06 (+13.6%) beat | — | +6.5% +6.4 vs SPY | +3.3% | +14.5% | |
| Feb 12, 2024 AMC | $0.43 | $0.52 | +$0.09 (+20.9%) beat | — | -5.5% -4.1 vs SPY | -8.2% | -7.6% | |
| Oct 30, 2023 AMC | $0.39 | $0.46 | +$0.07 (+17.9%) beat | — | +14.0% +13.4 vs SPY | +10.6% | +21.1% | |
| Jul 31, 2023 AMC | $0.36 | $0.40 | +$0.04 (+11.1%) beat | — | +19.7% +20.0 vs SPY | +14.4% | +15.6% | |
| May 1, 2023 AMC | $0.34 | $0.36 | +$0.02 (+5.9%) beat | — | -15.7% -14.6 vs SPY | -9.3% | -13.8% | |
| Feb 13, 2023 AMC | $0.30 | $0.35 | +$0.05 (+16.7%) beat | — | +4.0% +4.1 vs SPY | -1.1% | -1.1% | |
| Oct 31, 2022 AMC | $0.26 | $0.31 | +$0.05 (+19.2%) beat | — | +5.7% +6.1 vs SPY | -0.4% | +8.0% | |
| Aug 1, 2022 AMC | $0.23 | $0.27 | +$0.04 (+17.4%) beat | — | -0.4% +0.3 vs SPY | +4.5% | +6.0% | |
| May 2, 2022 AMC | $0.20 | $0.21 | +$0.01 (+5.0%) beat | — | -3.6% -4.0 vs SPY | -4.5% | -13.3% | |
| Feb 14, 2022 AMC | $0.18 | $0.21 | +$0.03 (+16.7%) beat | — | +5.8% +4.2 vs SPY | +8.2% | -0.8% | |
| Nov 1, 2021 AMC | $0.17 | $0.19 | +$0.02 (+11.8%) beat | — | +20.4% +20.0 vs SPY | +19.8% | +28.8% | |
| Aug 2, 2021 AMC | $0.16 | $0.17 | +$0.01 (+6.3%) beat | — | — | — | — | |
| May 4, 2021 AMC | $0.15 | $0.16 | +$0.01 (+6.7%) beat | — | — | — | — | |
| Feb 18, 2021 AMC | $0.15 | $0.16 | +$0.01 (+6.7%) beat | — | — | — | — | |
| Nov 2, 2020 AMC | $0.14 | $0.15 | +$0.01 (+7.1%) beat | — | — | — | — |
BMO = before the open, AMC = after the close. Reaction: the first session that could trade on the report (the same day for BMO, the next session for AMC) against the close before it; "vs SPY" subtracts the S&P 500 over the same session. EPS surprise is in dollars, with the percentage only when the estimate is at least $0.10 (near zero, a small beat would show as hundreds of percent). Revenue surprise needs the estimate from before the report, so it starts with the reports Wallsti saw coming.
Analyst estimates
| Period | EPS | Range | vs year ago | 90-day trend | Revisions 30d | Revenue | vs year ago |
|---|---|---|---|---|---|---|---|
| Current quarter · Sep 30, 2026 | $1.08 (26) | $1.06 – $1.12 | +44% | +17.9% | ▲23 ▼0 | $3.3B | +44% |
| Next quarter · Dec 31, 2026 | $1.15 (25) | $1.09 – $1.22 | +40% | +18.7% | ▲23 ▼0 | $3.6B | +44% |
| Current year · Dec 31, 2026 | $4.11 (29) | $4.05 – $4.22 | +38% | +13.4% | — | $12.7B | +41% |
| Next year · Dec 31, 2027 | $5.20 (29) | $4.66 – $5.73 | +26% | +16.8% | ▲1 ▼0 | $16.3B | +29% |
Consensus as of Oct 4, 2026. Source: Yahoo Finance analyst estimates; schedule and timing also from Nasdaq's earnings calendar.