What were Arista Networks' Q2 2025 financial results?

Arista Networks reported a 30.4% year-over-year increase in revenues to $2.21 billion, exceeding analyst estimates and the company's own guidance. Adjusted EPS jumped from 53 cents a year ago to 73 cents, also beating expectations.

How did Arista's CFO Chantelle Breithaupt describe the company's performance?

Breithaupt announced that Arista's non-GAAP operating income crossed $1 billion for the first time.

What were the reactions of financial analysts to Arista's Q2 results?

Several prominent institutions, including Morgan Stanley, Piper Sandler, UBS, Goldman Sachs, Keybanc, and Evercore ISI Group, reiterated or raised their positive ratings and price targets on Arista Networks following the strong earnings report and guidance.

Home / Business and Economy / Arista Surges on Blockbuster Q2 Earnings and Upbeat Outlook

Arista Surges on Blockbuster Q2 Earnings and Upbeat Outlook

8 Aug

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Summary

Revenues up 30.4% to $2.21B, beating estimates
Adjusted EPS jumped to 73¢ from 53¢ a year ago
Arista's CFO says non-GAAP operating income crossed $1B

Arista Surges on Blockbuster Q2 Earnings and Upbeat Outlook

On August 8th, 2025, Arista Networks announced its impressive financial results for the second quarter of the year. The company reported a 30.4% year-over-year increase in revenues, reaching $2.21 billion, which exceeded both the analyst estimates of $2.11 billion and the company's own guidance of $2.1 billion.

Arista's adjusted earnings per share (EPS) also saw a significant jump, rising from 53 cents a year ago to 73 cents, surpassing the consensus estimate of 65 cents. Additionally, the company's gross margin reached 65.2% in the second quarter.

Chantelle Breithaupt, Arista's Chief Financial Officer, highlighted a major milestone, stating that "Non-GAAP operating income crossed $1 billion for the first time at Arista."

Following the strong earnings report and upbeat guidance for the third quarter, several prominent financial institutions reiterated their positive stance on Arista Networks. Morgan Stanley maintained an Overweight rating, raising its price target from $120 to $125. Piper Sandler, while holding a Neutral rating, significantly increased its price forecast from $89 to $143. Other major firms, including UBS, Goldman Sachs, Keybanc, and Evercore ISI Group, also raised their price targets, reflecting their confidence in Arista's continued growth and performance.

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