Arista Networks Q4 revenue beats estimates

Arista Networks

12/02/2026 21:18

Overview

Networking leader's Q4 revenue rose 28.9% yr/yr, beating analyst expectations

Adjusted EPS for Q4 beat analyst expectations

Outlook

Arista Networks expects Q1 2026 revenue of approximately $2.6 bln

Company anticipates Q1 2026 non-GAAP gross margin between 62-63%

Arista forecasts Q1 2026 non-GAAP operating margin of approximately 46%

Result Drivers

AI NETWORKING ADVANCEMENTS - Arista exceeded its AI networking goals, contributing to profitable growth

PRODUCT INNOVATIONS - Introduction of R4 series platforms and Arista AVA enhanced network performance and security

CAMPUS EXPANSION - Arista introduced innovations for large-scale campus mobility, aiding growth

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$2.49 bln
$2.38 bln (16 Analysts)
Q4 Adjusted EPS
Beat
$0.82
$0.76 (17 Analysts)
Q4 EPS
$0.75
Q4 Adjusted Net Income
Beat
$1.05 bln
$965.57 mln (14 Analysts)
Q4 Net Income
$955.80 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 23 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the communications & networking peer group is "buy"

Wall Street's median 12-month price target for Arista Networks Inc is $165.00, about 17.3% above its February 11 closing price of $140.66

The stock recently traded at 42 times the next 12-month earnings vs. a P/E of 49 three months ago

Press Release: ID:nBw9ndz3pa

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)