Arista Networks issues historic guidance beat as catalysts appear ahead: analysts

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[Arista Networks (previously Arastra) headquarters located in Silicon Valley] Sundry Photography/iStock Editorial via Getty Images Arista Networks (ANET [https://seekingalpha.com/symbol/ANET]) third-quarter results [https://seekingalpha.com/news/4664027-arista-networks-jumps-after-q3-revenue-surges-59] and outlook drove a historic guidance beat as analysts eye positive catalysts ahead. Shares edged up 3.5% during pre-market trading on Wednesday morning. "3Q26 was a standout quarter, with revenue up 59% YoY, well above Street's 44% expectations, and another 59% growth expected in 4Q, nearly 1,500bps above expectations," said BofA analyst Tal Liani in a Wednesday investor note. "Management also guided to 39% growth in 2027 vs.