Arista Networks: Remain Bullish Despite The Near-Term Setback

Core Insights - Arista Networks Inc. (ANET) reported a top- and bottom-line earnings beat for Q3 '25, with a guidance midpoint above the consensus revenue estimate of $2.34 billion [1] - Despite the strong earnings release, ANET shares declined by -12.70% after market close, likely due to market reactions [1] Financial Performance - The company achieved earnings that exceeded expectations for both revenue and net income in Q3 '25 [1] - The guidance provided by the company indicates a positive outlook, surpassing the consensus revenue estimate [1] Market Reaction - Following the earnings announcement, ANET shares experienced a significant decline of -12.70%, suggesting potential investor concerns despite the strong performance [1]