Live: Will Arista Networks Beat Q4 Earnings After the Bell?

"Arista Networks ( NYSE: ANET) reports Q4 2025 earnings tonight after the bell. After a year of strong AI infrastructure momentum, I'll be watching whether management can justify the premium valuation and deliver guidance that keeps the hyperscaler spending story intact. The consensus sits near the high end of management's $2.3 to $2.4 billion revenue guidance. That's a setup for either a beat that drives the stock higher or an in-line print that disappoints given the 53x trailing PE ratio."

"Q3 results came in strong. Revenue of $2.31 billion beat estimates by $42 million, growing 27.5% year over year. EPS of $0.75 topped the $0.71 consensus. Gross margin came in at 64.6%, though management guided Q4 margins down to 62% to 63%. The stock has climbed 5.3% over the past week and sits 23.6% higher year over year. That momentum reflects confidence, but it also means expectations are elevated heading into the print."

Arista reports Q4 2025 earnings after the bell with consensus revenue near the high end of management's $2.3 to $2.4 billion guidance. Q3 produced $2.31 billion in revenue, up 27.5% year over year, EPS of $0.75, and a 64.6% gross margin, while Q4 margins were guided to 62%–63%. The stock has risen 5.3% over the past week and 23.6% year over year. Ongoing demand from hyperscalers for AI infrastructure from customers such as Meta, Microsoft, and Google underpins growth, but Cisco's accelerating AI orders and potential pricing pressure threaten share and margin sustainability.

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