AN
Arista Networks Inc.
ANET · Arista Networks Inc. · IT
Up next day
6/12
50%
Fell despite growth
3/12
Good earnings ignored
Avg earnings move
±8.6%
typical swing on earnings
Price when beating
+1.0%
avg over 12 beats
Biggest single move
+17.5%
'25.6 · largest reaction
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Beating estimates doesn't always lift it
Up the next day 6 of 12 beats (50%)
Tends to keep drifting the same way for days
Day-one direction continued · 75% of last 12
vs IT sector avg (177 peers)
This
+1.0%
Sector
+0.8%
Avg next-day reaction
Earnings number vs guidance — which drives it?
How often the beat/miss matched the actual price move
The number and guidance move the price about equally
Moved opposite to results 6 of last 12 times (50%)
6xBeat but fell
Even a beat sells off if guidance disappoints
0xMissed but rose
Even a miss rebounds if guidance reassures
Earnings timeline · tap a bar for that quarter
Nov 3After close
'26.9 expectedEst. EPS $1.08
Quarter ended 6/2026
Reported 2026-08-04
Next-day move
+3.6%
After 5 days +3.9%
vs Consensus$0.89→$1.02+15.2% beat
EPS
$1.02
YoY +40%
Revenue
$3.0B
YoY +38%
Next-Q guidance
—
N/A
Price around earnings
vs market +3.8%p
Earnings trend · last 12 quarters
EPS$1.02YoY +40%
'23.9'26.6
Revenue$3.0BYoY +38%
'23.9'26.6
Price vs earnings · last 12 quarters
↑Up↓Down
Bad news out
weak · up ↑
0x
Met expectations
good · up ↑
6x50%
Disappointment
weak · down ↓
0x
Good earnings ignored
good · down ↓
6x50%
← ← Weak earningsStrong earnings → →
Mostly 'honest' — good earnings, price up · 6 of 12q (50%)
Community · ANET
What do you think of this stock's earnings pattern?
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