$ANET

BECHTOLSHEIM ANDREAS sold 267,892 indirectly-held shares of Arista Networks, Inc. (ANET) at an average of $171.19 ($167.51–$174.14, $45.86M total) across 8 trades on 2026-10-30 under a Rule 10b5-1 trading plan.

Duolingo (DUOL) rose 10% after Q3 revenue beat estimates. Alight (ALIT) gained 17% on raised 2026 outlook. Avis (CAR) fell 8% on mixed Q3 results. AMD (AMD) jumped 7% on strong Q3 earnings. Toast (TOST) slipped 5% despite beating estimates. Skyworks (SWKS) dropped 15% on weak guidance. Super Micro (SMCI) rose 5% on earnings beat. Arista (ANET) gained 9% on strong guidance. Block (SQ) rallied 8% on earnings beat. Freshworks (FRSH) fell 9% despite strong results.

Arista Networks (ANET) reported Q3 EPS of $1.20, beating estimates by $0.12, with revenue at $3.66B, exceeding expectations. The company guided Q4 2026 EPS to $1.26-$1.30 and revenue to $3.90B-$4.00B, both above consensus. ANET's stock is down 9.96% over 3 months but up 10.63% year-over-year, with 23 positive EPS revisions in 90 days.

Arista Networks, Inc. (ANET) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Arista Networks, Inc. Reports Third Quarter 2026 Financial Results • Delivered total revenues in Q3 2026 of approximately $3.66 billion, exceeding guidance of $3.3 billion while growing 58.5%, the highest year-over-year revenue growth since our IPO. • In partnership

Advanced Micro Devices (AMD), Arista Networks (ANET), and Super Micro Computer (SMCI) report earnings after the close on November 3. All three stocks fell sharply on Friday, with AMD down 10.9%, Arista down 8.3%, and Supermicro down 4.3%. Analysts expect strong revenue growth, but memory costs and AI demand will be key factors. AMD is projected to report $13.08B in revenue, Arista $3.33B, and Supermicro $14.94B.

Evercore ISI reiterated an Outperform rating and $250 price target for Arista Networks (NYSE:ANET) ahead of its Q3 2026 earnings report. The firm expects strong AI-driven demand and solid revenue growth. Analysts project $3.33B revenue and $1.08 EPS, aligning with management's guidance. ANET's stock is currently at $168.86, down 4.7% over the past week. The company has shown impressive profitability with a 63% gross margin and 31% return on equity over the last year.

Arista Networks (ANET) and Monday.com (MNDY) were compared for investment potential in 2026. ANET showed strong liquidity, high free cash flow, and expected 40% revenue growth to $12.6B in 2026, driven by AI and cloud spending. MNDY faces competition, macroeconomic risks, and reported 22% revenue growth to $365M in Q2, with full-year sales expected to rise 20% to $1.47B. ANET's profitability and growth outlook were favored over MNDY's lower valuation but thin margins.

Vanguard U.S. Momentum Factor ETF (VFMO) invested $198.0 million on Oct. 28, adding positions in Arista Networks (ANET), Freeport-McMoRan (FCX), Deere & Co (DE), Entegris (ENTG), and Cloudflare (NET). The fund holds 743 stocks with a P/E of 18.63 and a year-to-date return of 17.7%.

Arista Networks (ANET) is set to report Q3 earnings on Nov 3, with shares down 9.8% in the past month. The company reported record Q2 revenue of $3.04B, up 37.7% YoY, and raised FY2026 guidance to $12.6B. Analysts expect Q3 revenue of $3.33B and EPS of $1.08. Key focus areas include gross margin, guidance updates, and AI fabric developments. ANET trades at 45x FY2026 consensus EPS.

Arista Networks and DocuSign are compared on financial health, risks, and valuation. Arista has a 0.1x debt-to-equity ratio, 0.6x current ratio, and $1.2B free cash flow, but faces risks from revenue concentration and supply chain dependencies. DocuSign competes with Adobe and AI tools, relying on eSignature and new IAM platform. Arista trades at a higher Forward P/E and P/S ratio, with 40% expected revenue growth vs. DocuSign's single-digit growth.