Arista Networks Reports Strong Q4 Earnings and Positive Guidance
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 12 2026
0mins
Should l Buy ANET?
Source: Benzinga
- Earnings Beat: Arista Networks reported Q4 earnings of $0.82 per share, surpassing the Street estimate of $0.76, with quarterly revenue of $2.49 billion, up from $1.93 billion last year, indicating robust performance in AI networking and campus expansion.
- Shipping Milestone: The company achieved a milestone of shipping a cumulative total of 150 million ports in 2025, validating the momentum of Arista 2.0 and further solidifying its leadership position in the networking market.
- Positive Outlook: For Q1 2026, Arista expects revenue of approximately $2.6 billion, exceeding the analyst estimate of $2.45 billion, with a non-GAAP gross margin of 62%-63% and an operating margin of approximately 46%, demonstrating sustained profitability.
- Stock Surge: Arista Networks' stock rose 15.46% to $155.03 in Thursday's extended trading, reflecting market optimism regarding its strong performance and positive outlook.
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Analyst Views on ANET
Wall Street analysts forecast ANET stock price to rise
10 Analyst Rating
9 Buy
1 Hold
0 Sell
Strong Buy
Current: 124.850
Low
159.00
Averages
172.88
High
200.00
Current: 124.850
Low
159.00
Averages
172.88
High
200.00
About ANET
Arista Networks, Inc. is a provider of data-driven, client-to-cloud networking for large artificial intelligence (AI), data center, campus and routing environments. Its platforms deliver availability, agility, automation, analytics, and security through an advanced network operating stack. Its platform is its Extensible Operating System (EOS), a modernized publish-subscribe state-sharing networking operating system. Its portfolio of products, services and technologies is grouped into various categories: Core (Data Center, Cloud and AI Networking), Cognitive Adjacencies (Campus and Routing), and Cognitive Network (Software and Services). It offers product portfolios of data-driven, high-speed, cloud and data center Ethernet switches. Its Cognitive Adjacencies include Cognitive Campus Switching, Cloud-Grade Routing and WAN Routing. Its software and services are based on subscription-based models and include various offerings: CloudVision, Arista A-Care Services, CloudEOS and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Technological Breakthrough: Google's TurboQuant algorithm, which can reduce memory usage by at least 6x and achieve up to 8x speedup, is expected to alleviate the demand for memory chips, potentially improving Arista's cost structure and enhancing its market outlook.
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- Capital Expenditure Pressure: Oracle plans to raise up to $50 billion in 2025 through a mix of debt and equity to meet cloud service demand from clients, particularly from companies like Nvidia and Meta, reflecting strong market demand for AI infrastructure.
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- Technological Interconnectivity: By extending its NVLink technology to Marvell's custom processors, Nvidia is expected to improve product compatibility, attracting more enterprises to invest in AI data centers and expanding its total addressable market.
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