Arista Networks Inc (ANET) FY2025Q4 Earning Prediction
Arista Networks Inc (ANET) is set to release its FY2025Q4 earnings performance on 02/12 16:05:00 ET in After Hours trading. Consensus forecasts predict a revenue of 2.37B and an earnings per share (EPS) of 0.76 for the FY2025Q4. With Intellectia's exclusive AI algorithms, users can predict whether the earnings will beat or miss expectations before the report drops. Leverage this powerful tool to strategize and position your trades ahead of the earnings release!
AI Earnings Prediction
The earnings forecast predicts a beat driven by AI partnerships and enterprise adoption, with low expectations setting the stage for a positive surprise.
Scenario Analysis
Key Indicators Forecast
No data
Prediction Logic & Rational
Logic & Justification
Fact Data Analysis:
- AI-Driven Growth Catalyst:
Partnership with Fortinet (FTNT) to launch a Secure AI Data Center solution validates Arista’s role in AI infrastructure. This collaboration addresses critical enterprise needs for secure, high-performance AI scaling, likely driving near-term revenue upside.
Analysts (Piper Sandler, Citi) highlight hyperscaler and AI exposure as a key growth driver, with Piper Sandler citing 2026 as a “Year of Refresh” for enterprise networking investments.
- Market Share Retention & Enterprise Gains:
- Despite concerns about competition from whitebox/Nvidia (NVDA), Arista is “holding share” and gaining enterprise customers (Piper Sandler). Strong enterprise adoption of new products (e.g., AI solutions) supports deferred revenue growth.
- Downside Risks Mitigated:
Deferred revenue balance (linked to new product adoption) signals future revenue visibility. Citi forecasts 28% FY2026 sales growth, aligning with robust backlog trends noted in BofA’s analysis.
Margin pressures (Erste Group’s downgrade cites slight margin dip expectations) are partially offset by higher-margin AI/data center product mix.
Consensus Context:Low expectations: Stock underperformed S&P 500 (- 8.5% vs. + 0.1%), consensus revisions modest (+ 0.17% revenue, + 0.25% EPS). Fact data suggests upside not fully priced in.
Tactical Strategy Recommendations
Trading Strategy
- Stock: Buy ANET ahead of earnings. Low expectations and AI narrative create asymmetric upside.
- Options:
- Bull Call Spread: Buy Feb 2026 $130 calls / Sell $140 calls.
- Hedge: Protective puts (Feb 2026 $120) if holding shares.
- Pairs Trade: Long ANET / Short Ciena (CIEN) (BofA notes CIEN’s “rich valuation” vs. ANET’s growth visibility).
Rationale: Fact data supports revenue/EPS beats, with AI partnerships and enterprise adoption driving upside. Conservative consensus revisions leave room for positive surprise.
Earnings Surprise Analysis
ANET Transcript
The earnings call summary indicates strong demand and growth in AI and cloud sectors, but concerns arise from supply constraints and variability in growth rates. The Q&A session highlights management's confidence in future growth, yet acknowledges supply chain challenges and lower margins in some segments. These mixed signals suggest a neutral sentiment, with potential for both positive and negative short-term reactions.
ANET Slides
ANET Report
Frequently Asked Questions
What is the Arista Networks Inc FY2025Q4 Earnings Release Date and Time?
Arista Networks Inc (ANET) is scheduled to release its FY2025Q4 earnings report onFeb 12, 2026, After Hours(approximately 4:00 PM ET). This timing allows investors to react during after-hours trading, with a conference call typically following shortly after.
What Are the Consensus Forecasts for Arista Networks Inc FY2025Q4 Revenue and EPS?
Analysts' consensus predicts 2.37B in revenue and an EPS of 0.76 for Arista Networks Inc's FY2025Q4.
What Does Intellectia's AI Predict for Arista Networks Inc FY2025Q4 Earnings?
Intellectia's exclusive AI algorithms forecast a Beat forArista Networks Inc's FY2025Q4 earnings, with a prediction date of Feb 12, 2026. Arista Networks Inc The earnings forecast predicts a beat driven by AI partnerships and enterprise adoption, with low expectations setting the stage for a positive surprise.
How Can I Use This Earnings Prediction to Trade ANET Stock?
Leverage Intellectia's AI forecast to position trades ahead of theFeb 12, 2026 release—consider calls for a beat scenario or protective puts for misses. Focus on pre-market volatility, and use the scenario probabilities to build strategies around revenue and guidance updates.
How Accurate Is Intellectia's AI for Earnings Predictions Like Arista Networks Inc FY2025Q4?
Intellectia's predictions are backed by rigorous backtesting, showing a high hit rate for Beat and Miss calls compared to traditional analysis. While no forecast is 100% certain, we provide probability-based scenarios (e.g., 50% chance of a *Beat*) and detailed rationales to help you make informed decisions. Combine our insights with your strategy for the best results—it's like having a co-pilot for earnings season! Empowering users to strategize trades before reports drop.
How does AI Earnings Prediction generate its forecasts?
AI Earnings Prediction uses advanced Large Language Models (LLMs) to analyze a wealth of data, including past earnings transcripts, real-time market sentiment, analyst insights, and company news from the last three months. It focuses on key indicators like revenue, EPS, and margins to predict whether a company will *Beat*, *Miss*, or remain Neutral relative to market expectations. Think of it as a super-smart analyst crunching numbers and news 24/7 to give you a trading edge!
When are the predictions available, and how often are they updated?
Predictions are generated two days before a company’s earnings release (e.g., 5:00 PM ET on Feb 13 for a Feb 15 report) to capture the latest market and company data. They’re updated in real-time if significant news breaks, ensuring you get fresh insights.
Can I use AI Earnings Prediction for all types of stocks?
Currently, AI Earnings Prediction focuses on companies with market caps above $40 billion, covering major players like SPG, AAPL, MSFT, and NVDA for the 2025-2026 earnings seasons. We prioritize high-impact stocks with robust data to ensure reliable forecasts. Stay tuned as we expand coverage to more companies based on user demand!
