Arista Networks stock posts 58.5% Q3 revenue growth
Published on 11/04/2026 at 16:58 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSArista reports record growth
- Third-quarter revenue exceeded Arista's own guidance and reached the strongest year-over-year growth since its IPO.
- Management expects fourth-quarter revenue between 3.9 billion and 4.0 billion US dollars.
- The outlook points to continued AI and data-center networking demand while margins remain an investor focus.
Arista Networks delivered a stronger-than-expected third quarter, with revenue growth reaching its highest level since the company went public. The results raise the operating bar for the final quarter as demand for AI and data-center networking remains strong.
According to Arista Networks' official results release published on Tuesday, November 3, revenue for the quarter ended September 30 reached 3.66 billion US dollars. That was 58.5 percent above the year-earlier quarter and exceeded the company's previous 3.3 billion US dollar guidance.
Strong quarter raises expectations
GAAP diluted earnings per share came to 1.22 US dollars, while non-GAAP diluted earnings per share reached 1.20 US dollars. The release said the quarter's revenue growth was the strongest in Arista's history as a public company.
For the fourth quarter, management expects revenue of 3.9 billion to 4.0 billion US dollars, non-GAAP operating margin of 48 to 49 percent and non-GAAP diluted earnings per share of 1.26 to 1.30 US dollars. The range gives investors a fresh test of whether AI-related demand can translate into sustained growth without eroding profitability.
Stock context after the report
Arista Networks stock traded at 162.59 euros on Lang & Schwarz at 4:41 p.m. CET on Wednesday, November 4, 2026. That was 7.56 percent above the 151.16-euro quote in the own report published on Tuesday, November 3. This comparison with the previous report is separate from the daily Xetra comparison.
The real-time quote of Arista Networks stock gives investors a live reference during the reporting period.
Arista Networks company facts
- Company: Arista Networks, Inc.
- ISIN: US0404132054
- Ticker: ANET
- Primary exchange: NYSE
- Lang & Schwarz price: 162.59 euros at 4:41 p.m. CET on Wednesday, November 4, 2026
The broader U.S. market backdrop is available in the current S&P 500 market reports.
