| Report | Options implied | Actual move | Market was |
|---|---|---|---|
| May 6, 2026 | ±3.6% | -13.6% | under-priced |
| November 5, 2025 | ±4.0% | -8.6% | under-priced |
| August 6, 2025 | ±4.2% | +17.5% | under-priced |
| May 7, 2025 | ±5.1% | -4.8% | over-priced |
| November 8, 2024 | ±2.7% | -7.1% | under-priced |
| July 31, 2024 | ±4.9% | +11.3% | under-priced |
| May 8, 2024 | ±3.5% | +6.5% | under-priced |
| October 31, 2023 | ±4.6% | +14.0% | under-priced |
| Quarter | EPS (dil.) | Revenue | Net income |
|---|---|---|---|
| Q1 FY2026 | $0.80 | $2.7B | $1.0B |
| Q4 FY2025 | $0.75 | $2.5B | $956M |
| Q3 FY2025 | $0.67 | $2.3B | $853M |
| Q2 FY2025 | $0.70 | $2.2B | $889M |
Arista Networks (ANET) reports in 98 days, with the next report estimated for September 19, 2026. Across the last 8 reports, options priced an average ±4.1% earnings move while the stock actually moved 10.4% on average — the market has tended to under-price ANET's earnings risk. Fundamentals into the print: EPS up 25.0% year-over-year, revenue up 35.1%. QuantLogix's live 5-factor engine currently reads ANET as a buy at 69/100.
Implied move is derived from at-the-money option pricing; actual moves are close-to-close on report days. Next-report dates are estimates until confirmed by the company. Educational market analysis, not investment advice. Browse all signal scorecards →