Core Viewpoint - Arista Networks reported quarterly earnings of $0.75 per share, exceeding the Zacks Consensus Estimate of $0.72 per share, and showing an increase from $0.60 per share a year ago, indicating a positive earnings surprise of +4.17% [1][2] Financial Performance - The company achieved revenues of $2.31 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 2.11%, and up from $1.81 billion year-over-year [2] - Over the last four quarters, Arista Networks has consistently exceeded consensus EPS estimates and revenue expectations [2] Stock Performance - Arista Networks shares have increased approximately 42.6% since the beginning of the year, significantly outperforming the S&P 500's gain of 16.5% [3] Future Outlook - The company's earnings outlook will be crucial for assessing future stock performance, with current consensus EPS estimates at $0.73 for the upcoming quarter and $2.82 for the current fiscal year [4][7] - The Zacks Rank for Arista Networks is currently 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Context - The Internet - Software industry, to which Arista Networks belongs, is currently ranked in the top 32% of over 250 Zacks industries, suggesting a favorable environment for stock performance [8]

Core Viewpoint - Arista Networks reported strong quarterly earnings, exceeding expectations and showing significant year-over-year growth in both earnings and revenues [1][2]. Financial Performance - The company achieved quarterly earnings of $0.73 per share, surpassing the Zacks Consensus Estimate of $0.65 per share, and up from $0.52 per share a year ago, representing an earnings surprise of +12.31% [1]. - Revenues for the quarter reached $2.2 billion, exceeding the Zacks Consensus Estimate by 4.34%, and up from $1.69 billion in the same quarter last year [2]. Market Performance - Arista Networks shares have increased approximately 8.9% since the beginning of the year, outperforming the S&P 500's gain of 7.6% [3]. - The stock currently holds a Zacks Rank 2 (Buy), indicating expectations for continued outperformance in the near future [6]. Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.63 on revenues of $2.11 billion, while for the current fiscal year, the estimate is $2.58 on revenues of $8.35 billion [7]. - The Internet - Software industry, to which Arista Networks belongs, is currently ranked in the top 32% of over 250 Zacks industries, suggesting a favorable outlook for the sector [8].