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 - The market anticipates a year-over-year decline in Block's earnings despite an increase in revenues, with the actual results being crucial for stock price movement [1][2]. Earnings Expectations - Block is expected to report quarterly earnings of $0.63 per share, reflecting a year-over-year decrease of 28.4%, while revenues are projected to be $6.34 billion, up 6.1% from the previous year [3]. - The consensus EPS estimate has been revised down by 1.37% over the last 30 days, indicating a bearish sentiment among analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model shows that Block has a negative Earnings ESP of -0.18%, suggesting analysts have become more pessimistic about the company's earnings prospects [12]. - The stock currently holds a Zacks Rank of 3, making it challenging to predict a beat on the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, Block had an expected EPS of $0.60 but delivered $0.62, resulting in a surprise of +3.33% [13]. - Over the past four quarters, Block has only beaten consensus EPS estimates once [14]. Conclusion - Block does not appear to be a strong candidate for an earnings beat, and investors should consider other factors when making decisions regarding the stock ahead of the earnings release [17].