分组1 - Arista Networks reported quarterly earnings of $0.82 per share, exceeding the Zacks Consensus Estimate of $0.75 per share, and up from $0.65 per share a year ago, representing an earnings surprise of +8.78% [1] - The company achieved revenues of $2.49 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 4.81%, compared to $1.93 billion in the same quarter last year [2] - Arista Networks has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] 分组2 - The stock has gained approximately 7.4% since the beginning of the year, outperforming the S&P 500, which has gained 1.4% [3] - The future performance of Arista Networks' stock will depend on management's commentary during the earnings call and the trends in earnings estimate revisions [3][4] - The current consensus EPS estimate for the upcoming quarter is $0.75 on revenues of $2.44 billion, and for the current fiscal year, it is $3.30 on revenues of $10.71 billion [7] 分组3 - The Zacks Industry Rank indicates that the Internet - Software sector is currently in the bottom 44% of over 250 Zacks industries, which may impact stock performance [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, suggesting that investors should monitor these revisions closely [5]

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].

Core Viewpoint - Arista Networks reported quarterly earnings of $0.65 per share, exceeding the Zacks Consensus Estimate of $0.59 per share, and showing an increase from $0.50 per share a year ago, indicating a strong performance in the cloud networking sector [1][2]. Financial Performance - The company achieved revenues of $2 billion for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 2.30%, and up from $1.57 billion in the same quarter last 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 declined approximately 18.2% since the beginning of the year, contrasting with the S&P 500's decline of 3.9% [3]. - The stock currently holds a Zacks Rank 3 (Hold), suggesting it is expected to perform in line with the market in the near future [6]. Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.60 on revenues of $2.02 billion, while for the current fiscal year, the estimate is $2.47 on revenues of $8.28 billion [7]. - The trend of earnings estimate revisions is mixed, which may influence future stock performance [6]. Industry Context - The Internet - Software industry, to which Arista Networks belongs, is currently ranked in the top 35% of over 250 Zacks industries, indicating a favorable outlook compared to lower-ranked industries [8].