ATLAS News · Earnings

Arista Networks reports record Q3 revenue and issues Q4 revenue guidance

Published November 6, 2026 · 2 sources

Arista Networks posted record third-quarter 2026 revenue of about $3.66 billion, up 58.5%, and guided Q4 revenue to $3.9 billion to $4.0 billion.

What happened

Arista Networks (ANET) reported record third-quarter 2026 results and gave new revenue guidance for the fourth quarter, according to Simply Wall St and Pulse.

Pulse reports that revenue for the quarter was approximately $3.66 billion, a 58.5% increase from the prior-year period. It describes this as the company's fastest year-over-year revenue growth since its initial public offering, driven by demand for networking infrastructure supporting AI, cloud computing and data center operations.

Simply Wall St says the fourth-quarter revenue guidance is US$3.9b to US$4.0b. It also notes that the share price has come under pressure despite the results, down 10.8% over the last day, 13.6% over the past week and 26.1% over the past month, against a 19.1% year-to-date return.

Context

Arista Networks, based in Santa Clara, California, provides cloud and artificial intelligence networking technology.

Why it matters

The results and guidance give investors concrete figures to track for a company tied to AI and data center networking demand.

Stocks in this story

Price changes are shown for the trading day of the story and are a coincidence in time, not proof that the news caused them. Figures are ATLAS data from our database.

Arista NetworksANET

−10.82%

Technology · NYSE

Close on November 5: $159.16−10.82% vs. previous close ($178.48)
Fair value (ATLAS): $87.45Fair range: $63.00 to $121.40The price ($168.59) is 92.8% above that figure.
Chance of a rise in 1 month: 47%Probability of closing higher than today within 21 sessions.Normal range: half of the scenarios end between $148.04 and $186.96; 9 in 10, between $120.37 and $229.93.

See the full ATLAS analysis of Arista Networks →

Closing prices, fair value and probabilities: ATLAS own data. How we calculate fair value.

Sources

ATLAS writes its own summaries from the reporting of these outlets. Each link opens the original publisher.

Is Arista Networks (ANET) Undervalued On Record Q3 Results And Q4 Guidance? · Simply Wall St · November 6, 2026
Arista Networks: $3.66 Billion Q3 Revenue Jumps 58.5% As AI Networking Demand Drives Record Growth · Pulse 2.0 · November 6, 2026

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