| ANET |
Report |
Total Revenue (Q2 2026) |
BEAT |
pred ~$2.90B vs. cons $2.827B |
MEDIUM |
| ANET |
Report |
Non-GAAP Gross Margin (Q2 2026) |
IN-LINE |
pred ~62.5% vs. cons ~62.4% |
HIGH |
| ANET |
Report |
Non-GAAP EPS (Q2 2026) |
BEAT |
pred ~$0.90 vs. cons $0.883 |
MEDIUM |
| ANET |
Guide |
Revenue (Q3 2026) |
BETTER |
guide ~$2.975B vs. cons $2.940B |
MEDIUM |
| ANET |
Guide |
Revenue (FY 2026) |
BETTER |
guide ~$11.75B vs. cons $11.600B |
MEDIUM |
| ANET |
Guide |
AI Revenue Target (FY 2026) |
BETTER |
guide ~$3.75B vs. embedded $3.50B |
MEDIUM |
| ANET |
Guide |
Non-GAAP Gross Margin (FY 2026) |
UNCHANGED |
guide 62%-64% reiterated vs. cons ~62.5% midpoint |
HIGH |
| ANET |
Return |
Day-1 residual (stock − beta × S&P 500) |
+7.0% |
— |
MEDIUM |
| ANET |
Return |
5-day cumulative residual |
+3.0% (FADE) |
FADE — Day-1 pop partially reverses as sell-side digests implied Q4 math and deferred trajectory commentary; 2 of 3 historical Archetype A quarters faded over 5 days |
MEDIUM |