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Arista Networks Inc. (NYSE: ANET) just hit a speed bump — but the story looks far from over. The stock slid nearly 9% in the last 24 hours after the company's latest quarterly results, as investors reacted to management's cautious commentary on near-term cloud spending.

Arista Networks Inc. delivered strong Q3 '25 results with revenue guidance above consensus but shares fell due to margin compression concerns. Despite anticipated margin pressure from AI data center growth, ANET stock is rated Buy with a $195 price target, reflecting confidence in long-term growth. AI infrastructure demand from hyperscalers position ANET for continued top-line expansion; the combined backlog & RPO amongst the hyperscalers has reached $1.21T.

Arista Networks beat expectations in the third quarter, but its outlook called for a slowdown. With fears of an artificial intelligence (AI) bubble rising, investors may have been looking for more.

ANET's Q3 earnings beat forecasts as robust demand, new product launches and margin gains power strong top-line growth.

Arista Networks Inc ( ANET ) Q3 2025 Earnings Call November 4, 2025 4:30 PM EST Company Participants Rudolph Araujo - Head of Investor Advocacy Jayshree Ullal - CEO & Chairperson Kenneth Duda - Co-Founder, President, CTO & Director Tyson Lamoreaux - Senior Vice President of Cloud & AI Networking Chantelle Breithaupt - Senior VP & CFO Todd Nightingale - Chief Operating Officer Conference Call Participants Tal Liani - BofA Securities, Research Division Aaron Rakers - Wells Fargo Securities, LLC, Research Division Michael Ng - Goldman Sachs Group, Inc., Research Division Atif Malik - Citigroup Inc., Research Division Samik Chatterjee - JPMorgan Chase & Co, Research Division Amit Daryanani - Evercore ISI Institutional Equities, Research Division David Vogt - UBS Investment Bank, Research Division Benjamin Reitzes - Melius Research LLC Timothy Long - Barclays Bank PLC, Research Division Meta Marshall - Morgan Stanley, Research Division Karl Ackerman - BNP Paribas, Research Division Simon Leopold - Raymond James & Associates, Inc., Research Division James Fish - Piper Sandler & Co., Research Division Antoine Chkaiban - New Street Research LLP George Notter - Wolfe Research, LLC Sebastien Cyrus Naji - William Blair & Company L.L.C., Research Division John Jeffrey Hopson - Needham & Company, LLC, Research Division Benjamin Bollin - Cleveland Research Company LLC Presentation Operator Welcome to the Third Quarter 2025 Arista Networks Financial Results Earnings Conference Call.

Arista Networks (ANET) came out with quarterly earnings of $0.75 per share, beating the Zacks Consensus Estimate of $0.72 per share. This compares to earnings of $0.6 per share a year ago.

Arista Networks, Inc. (NYSE:ANET) stock was down after the company released its third-quarter earnings report after Tuesday's closing bell.

A.I. and EVs led Tuesday's trading activity after hours. Kevin Green joins Marley Kayden and Sam Vadas to help explain what caused downside action in Arista Networks (ANET) and Supermicro (SMCI).

Arista stock fell amid Q3 earnings and revenue that edged by estimates while revenue guidance came in slightly above views.