Arista Networks, Inc. — Form 8-K
Filed November 3, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 72/100
What the filing says
Arista reported Q3 2026 revenue of $3.66 billion, up 58.5% YoY and 20.5% QoQ, significantly exceeding guidance of $3.3 billion. GAAP diluted EPS reached $1.22 vs. $0.67 YoY; non-GAAP diluted EPS $1.20 vs. $0.77 YoY. Operating margins expanded to 44.9% GAAP / 49.1% non-GAAP. Company was added to S&P 100 in September 2026 and partnered with AMD, Arm, Broadcom, Meta, Microsoft, Qualcomm on open AI networking standards. Q4 2026 guidance: $3.9–$4.0B revenue; non-GAAP operating margin 48–49%; non-GAAP diluted EPS $1.26–$1.30.
Why this rating
Strong beat on revenue guidance, 58.5% YoY growth (highest since IPO), margin expansion, and S&P 100 inclusion are material for a $105.6B company but not transformational—normalized high-growth trajectory continuation.
Price action (we called it positive)
before filing · preread $181.86 | at our read pending | +10 min pending | +30 min pending | +1 hr pending | +4 hrs pending |
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