Arista rises as Q4 sales, profit forecasts top estimates
ANET•Arista Networks expects Q4 revenue of $3.9 billion to $4 billion and adjusted EPS of $1.26 to $1.30, both above estimates. Q3 sales and profit also beat expectations.
1. Q4 outlook
Arista Networks forecast Q4 revenue of $3.9 billion to $4 billion, above estimates of $3.60 billion, and adjusted EPS of $1.26 to $1.30, versus estimates of $1.15. Q3 sales and profit also beat expectations. CEO Jayshree Ullal said strong momentum across customer sectors highlights the company’s increased relevance for the generative and agentic AI era.
