Arista Surges 10% After 29% Revenue Jump

Moz Farooque ACCA

Fri, February 13, 2026 at 8:21 PM GMT+9 1 min read

In this article:

ANET

-3.94%

This article first appeared on GuruFocus.

Arista Networks (NYSE:ANET) surged more than 10% in after hours trading after delivering a standout Q4, with revenue jumping 29% year over year as AI driven networking demand stayed strong.

For the quarter ended Dec. 31, Arista posted adjusted EPS of $0.82, comfortably ahead of the $0.76 consensus. GAAP EPS came in at $0.75 versus $0.69 expected. Revenue reached $2.48 billion, topping estimates of $2.39 billion. For full year 2025, revenue rose 28.6% to $9 billion, while GAAP gross margin held steady at 64.1%, underscoring the company’s ability to scale without sacrificing profitability.

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CEO Jayshree Ullal described 2025 as a year of validation for Arista 2.0, highlighting that the company has now shipped a cumulative 150 million ports. She said Arista exceeded its AI networking and campus expansion targets while delivering profitable growth. Looking ahead, Arista guided for Q1 revenue of $2.6 billion, ahead of the $2.46 billion estimate, though non GAAP gross margin is expected to come in between 62% and 63%, slightly below the 64.6% average seen in 2025.

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