Why Arista Networks, Inc. (ANET) stock rose 10.6% intraday on Wednesday, November 4, 2026

Arista Networks, Inc. (ANET) traded at $187.94 as of 9:51 AM ET, up 10.61% on Wednesday, November 4, 2026, on volume of 4,495,488 shares (0.8× its 3-month average); market value about $237.00B.

ANET was among the stocks moving 5% or more in an earlier update that day; by the close it was no longer moving that much.

What happened: primary sources

Events Nexqual found for ANET on Wednesday, November 4, 2026 or the trading day before (November 3, 2026):

• Nov 3, 2026: Reported Q3 2026 results: adjusted EPS $1.20 vs consensus $1.08 (beat), revenue $3.66B vs consensus $3.33B (beat). Guidance: For Q4 2026, the company expects revenue of $3.9 - $4.0 billion and non-GAAP diluted net income per share of $1.26 - $1.30. source
• Nov 4, 2026: Morgan Stanley: Target raised, Overweight, price target $220 → $230
• Nov 4, 2026: Rosenblatt: Maintained, Buy, price target $280
• Nov 4, 2026: Needham: Reiterated, Buy, price target $260
• Oct 30, 2026: Form 4: Bechtolsheim Andreas sold 267,892 shares ($45.9M) under a Rule 10b5-1 plan source

These are listed as context. A filing or rating change on the same day is not proof that it caused the move; read the source.

More on ANET

ANET stock page: price, SEC financials, insider trades, superinvestor holders, analyst estimates and options. Earnings report: ANET results, November 3, 2026. Other big moves that day: November 4, 2026.

Sources: SEC EDGAR, Nexqual Earnings Flash, analyst rating changes, Nexqual market data. Built November 10, 2026 at 16:46 UTC. Not investment advice.

Data source: Nexqual. Last updated: November 10, 2026 at 16:46 UTC. This page is informational and not investment advice.

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