Arista Networks Inc. (NYSE: ANET) exceeds Q3 FY2026 EPS consensus of $1.09 per share — earnings report November 3, 2026 after market close (confirmed by Arista Networks Investor Relations or Bloomberg by November 4, 2026, 10:00 AM ET)
Hit
✦ AI-generated prediction
Published on 29. October 2026
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Predicted for 3. November 2026
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Based on: Historical Cycle
Arista Networks reports Q3 FY2026 results (July–September 2026) on November 3, 2026 after market close, with analyst consensus of $1.08–1.10 EPS on approximately $3.33–3.39B revenue. Arista benefits structurally from the AI-driven data center boom as hyperscalers Microsoft, Meta, and Google massively expand 400G/800G Ethernet switching infrastructure. Arista has beaten EPS estimates in seven consecutive quarters. No Polymarket contract available; calibration based on beat frequency and AI capex data.
Data basis for this prediction
- MarketBeat: ANET Q3-FY2026 Konsens-EPS ~$1,08–1,10 / Umsatz ~$3,33–3,39 Mrd. (Stand 29.10.2026)
- MarketBeat Earnings Calendar: Arista Networks 3. November 2026 AMC (Stand 29.10.2026)
- Arista Networks: 7 aufeinanderfolgende EPS-Beats (MarketBeat Earnings History)
- Hyperscaler AI-Capex Q3 2026 — Microsoft, Meta, Google (Bloomberg/Reuters)
Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.
Verdict: Hit
Arista Networks berichtete am 3. November 2026 nach Börsenschluss Q3-FY2026-Ergebnisse mit einem Non-GAAP EPS von 1,20 USD – das übertrifft den Analysten-Konsens von 1,08–1,09 USD um +0,12 USD (ca. +11 %). Auch der Umsatz schlug mit 3,66 Mrd. USD die Erwartungen (Konsens ~3,33 Mrd. USD) deutlich. Die Aktie stieg daraufhin ~7 %. Quelle: Newsquawk ('Adj. EPS 1.20 (exp. 1.08)'), MarketBeat ('beats estimates by $0.12'), Gurufocus, SEC Form 8-K vom 3. November 2026.
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Applied Materials has beaten the EPS consensus in all four of its last reported quarters, with an average earnings surprise of +3.5%. The company's own Q4 guidance is $3.82–$4.22 per share; consensus at $4.06 sits near the midpoint, reflecting classic conservative management framing. Revenue is estimated at $10.30B (+51% YoY) — TSMC and Samsung have not pulled back H2 2026 capex plans. No Polymarket market directly available; a 100% beat streak over 4 quarters with a positive guidance range implies 70–75% probability. Risk: supply chain delays or expanded US export controls on advanced chips could force a Q5 inventory build.
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PLTR closed at $175.40 on November 4, 2026 (after-hours: $170.88, -2.58%; intraday high: $176.54; 52-week high: $212.94). Palantir clearly beat Q3-FY2026 EPS consensus: total revenue $2.313B, US Commercial revenue +148% YoY to $984M. The $185 threshold is +5.5% above the closing price or +8.3% above after-hours levels. Typical post-earnings 'sell the news' may weigh short-term, but the 52-week high of $212.94 confirms the level is reachable. NVIDIA earnings on November 18, 2026 could serve as a sector-wide catalyst. No direct Polymarket equivalent; own estimate: ~42%.
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CBRS trades at $109.18 (October 30, 2026) — already 61% below its all-time high of $279.72. The final and largest lockup expiration is scheduled for November 10, 2026: approximately 19.4 million shares are unlocked (of three tranches of 19.4M each). Prior lockup tranches have consistently weighed on the stock. Insiders have sold ~$394.6M in shares since the May 2026 IPO — zero insider purchases. A Culper Research short-seller report has triggered multiple investigations. A close below $100 requires a ~8.4% decline — plausible given the expected supply pressure on expiration day.