Arista Networks (ANET) to Release Quarterly Earnings on Tuesday

Arista Networks (NYSE:ANET) is projected to release its Q2 2026 results after the market closes on Tuesday, August 4th. Analysts expect Arista Networks to post earnings of $0.89 per share and revenue of $2.8303 billion for the quarter. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. Parties are encouraged to explore the company’s upcoming Q2 2026 earning summary page for the latest details on the call scheduled for Tuesday, August 4, 2026 at 4:30 PM ET.

Arista Networks (NYSE:ANET) last posted its quarterly earnings results on Tuesday, May 5th. The technology company reported $0.87 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.81 by $0.06. Arista Networks had a net margin of 38.32% and a return on equity of 30.10%. The firm had revenue of $2.71 billion for the quarter, compared to analysts’ expectations of $2.62 billion. During the same period in the prior year, the company posted $0.65 earnings per share. The firm’s quarterly revenue was up 35.1% on a year-over-year basis. On average, analysts expect Arista Networks to post $3 EPS for the current fiscal year and $4 EPS for the next fiscal year.

Arista Networks Price Performance

NYSE ANET opened at $170.44 on Tuesday. The company has a market capitalization of $214.62 billion, a price-to-earnings ratio of 58.37, a price-to-earnings-growth ratio of 2.67 and a beta of 1.60. Arista Networks has a 12 month low of $114.52 and a 12 month high of $189.82. The company’s fifty day moving average price is $165.52 and its two-hundred day moving average price is $149.04.

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on ANET. Deutsche Bank Aktiengesellschaft upgraded shares of Arista Networks to a “buy” rating in a research note on Wednesday, June 10th. Citigroup lowered their price objective on Arista Networks from $176.00 to $173.00 and set a “buy” rating for the company in a report on Wednesday, May 6th. Rosenblatt Securities upped their price objective on Arista Networks from $180.00 to $210.00 and gave the company a “buy” rating in a research note on Wednesday, May 6th. Raymond James Financial upgraded Arista Networks from a “market perform” rating to an “outperform” rating and set a $164.00 target price for the company in a research report on Friday, May 15th. Finally, Truist Financial set a $175.00 price target on Arista Networks in a report on Wednesday, May 6th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Buy” and a consensus price target of $189.74.

Insider Buying and Selling at Arista Networks

In related news, CEO Jayshree Ullal sold 234,578 shares of the stock in a transaction dated Friday, July 10th. The shares were sold at an average price of $187.18, for a total transaction of $43,908,310.04. Following the sale, the chief executive officer owned 5,134,207 shares in the company, valued at $961,020,866.26. This represents a 4.37% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Charles H. Giancarlo sold 8,000 shares of the firm’s stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $167.06, for a total transaction of $1,336,480.00. Following the completion of the transaction, the director directly owned 192,333 shares in the company, valued at $32,131,150.98. This represents a 3.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 2,264,983 shares of company stock worth $376,175,065 in the last ninety days. Insiders own 2.70% of the company’s stock.

Institutional Trading of Arista Networks

Hedge funds have recently made changes to their positions in the stock. CYBER HORNET ETFs LLC grew its stake in Arista Networks by 3.0% during the 3rd quarter. CYBER HORNET ETFs LLC now owns 2,787 shares of the technology company’s stock worth $406,000 after buying an additional 81 shares during the last quarter. Glenview Trust co lifted its stake in Arista Networks by 2.5% in the second quarter. Glenview Trust co now owns 3,502 shares of the technology company’s stock valued at $358,000 after buying an additional 84 shares during the last quarter. Sepio Capital LP boosted its holdings in shares of Arista Networks by 5.7% during the fourth quarter. Sepio Capital LP now owns 1,661 shares of the technology company’s stock valued at $218,000 after acquiring an additional 89 shares during the period. Strategic Investment Advisors MI boosted its holdings in shares of Arista Networks by 2.1% during the fourth quarter. Strategic Investment Advisors MI now owns 4,593 shares of the technology company’s stock valued at $602,000 after acquiring an additional 93 shares during the period. Finally, Visionary Wealth Advisors grew its position in shares of Arista Networks by 2.1% during the fourth quarter. Visionary Wealth Advisors now owns 4,947 shares of the technology company’s stock worth $648,000 after acquiring an additional 101 shares during the last quarter. Institutional investors own 82.47% of the company’s stock.

About Arista Networks

Arista Networks, Inc is a technology company that designs and sells cloud networking solutions for large-scale data centers and enterprise environments. The company is best known for its high-performance switching and routing platforms, which are used to build scalable, low-latency networks for cloud service providers, internet companies, financial services, telecommunications, and enterprise IT. Arista’s offerings emphasize programmability, automation and telemetry to support modern, software-driven network architectures.

Central to Arista’s product portfolio is its Extensible Operating System (EOS), a modular network operating system that provides consistent programmability, stateful control and advanced visibility across the company’s hardware platforms.