Key Highlights

  • Arista Networks (NYSE:ANET) climbed 10.83% to USD 188.31 after third quarter Revenue of USD 3,657.6 million, up 58.5%.
  • Navitas Semiconductor (NASDAQ:NVTS) rose 8.18% to USD 9.26 following revenue of USD 14.0 million, up 38%.
  • Ouster (NASDAQ:OUST) gained 11.56% to USD 32.33 after revenue of USD 59.3 million, up 50%.
  • Skyworks Solutions (NASDAQ:SWKS) slid 16.28% to USD 71.50 after fiscal fourth quarter revenue declined 5% to USD 1,045.7 million.
  • CPS Technologies (NASDAQ:CPSH) advanced 15.06% to USD 4.01 after record third quarter revenue of USD 8.9 million.

Arista Networks, Inc. (NYSE:ANET) (up USD 18.40, 10.83%): Record Quarter and Stronger Fourth Quarter Guidance

Arista Networks (NYSE:ANET) gained 10.83%, or USD 18.40, to USD 188.31 in pre-market trading on November 4, 2026, compared with Tuesday's close of about USD 169.91 (calculated). The move followed third quarter results in a press release dated November 3, 2026, issued after the regular session closed. Revenue of USD 3,657.6 million rose 58.5% from USD 2,308.3 million and came in well above the USD 3.3 billion the company had guided for the quarter.

GAAP Net Income reached USD 1,560.4 million, compared with USD 853.0 million, and the fourth quarter outlook calls for revenue of USD 3.9 billion to USD 4.0 billion. Gross Margin eased to 63.6% on a GAAP basis from 64.6%, and customer concentration among large cloud operators remains a risk.

Navitas Semiconductor Corporation (NASDAQ:NVTS) (up USD 0.7002, 8.18%): Revenue Growth and an AI Data Center Pivot

Navitas Semiconductor (NASDAQ:NVTS) rose USD 0.7002, or 8.18%, to USD 9.26 in pre-market trading on November 4, 2026, after third quarter results were released on November 3, 2026, following the close of regular trading. Revenue of USD 14.0 million increased 38% from USD 10.1 million a year earlier. Management said it expects more than 40% of fourth quarter sales to come from AI infrastructure.

Cash stood at USD 531.5 million on September 30, 2026, and fourth quarter revenue is guided to USD 16.0 million, plus or minus USD 0.5 million. The GAAP net loss widened to USD 37.1 million from USD 19.2 million, and the deliberate wind down of legacy mobile revenue is a risk.

Ouster, Inc. (NASDAQ:OUST) (up USD 3.35, 11.56%): Rev8 Lidar Ramp and 27,000 Sensors Shipped

Ouster (NASDAQ:OUST) rose 11.56%, or USD 3.35, to USD 32.33 in pre-market trading on November 4, 2026, against a Tuesday close of USD 28.98 (calculated). The company published third quarter results at 4:05 PM Eastern Time on November 3, 2026. Revenue of USD 59.3 million grew 50% year over year, the net loss narrowed to USD 14.2 million from USD 21.7 million, and a record 27,000 sensors were shipped.

Management guided fourth quarter revenue to USD 61 million to USD 64 million. Cash, restricted cash and short-term investments totalled USD 421 million at September 30, 2026. Risks include continued losses and Tariff exposure.

Skyworks Solutions, Inc. (NASDAQ:SWKS) (down USD 13.90, 16.28%): Softer December Quarter Outlook After the Qorvo Combination

Skyworks Solutions (NASDAQ:SWKS) fell 16.28%, or USD 13.90, to USD 71.50 in pre-market trading on November 4, 2026, from an implied Tuesday close of about USD 85.40 (calculated). The move follows Earnings released after the close on November 3, 2026. Revenue was USD 1,045.7 million, down 5% from USD 1,100.2 million.

For the December quarter, the company guided combined revenue of USD 1.80 billion to USD 1.90 billion and said it expects smartphone revenue to drop sequentially by a low-teens rate. Debt rose to USD 2,472.8 million from USD 995.8 million. Integration execution and smartphone Demand are the key risks.

CPS Technologies Corp. (NASDAQ:CPSH) (up USD 0.5249, 15.06%): Record Sales and a 20.9% Gross Margin

CPS Technologies (NASDAQ:CPSH) rose USD 0.5249, or 15.06%, to USD 4.01 in pre-market trading on November 4, 2026. The catalyst is third quarter earnings released on November 3, 2026, which showed record revenue of USD 8,900,433 and a gross margin of 20.9%, up from 17.1%.

The company signed a Lease for an 80,000 square foot Facility in Attleboro, Massachusetts. As a Penny Stock under USD 5, CPSH can be volatile, thinly traded and exposed to dilution risk, and the company relies on a limited number of customers. It gave no numerical guidance and no Backlog figure.

Where Things Stand

Five technology names moved on earnings in pre-market trading on November 4, 2026, but the reactions diverged sharply. Arista Networks (NYSE:ANET), Ouster (NASDAQ:OUST) and Navitas Semiconductor (NASDAQ:NVTS) each paired revenue growth with fourth quarter guidance, while Skyworks Solutions (NASDAQ:SWKS) issued a softer December quarter outlook as it begins reporting on a combined basis with Qorvo.

Investors will watch whether the regular session confirms the pre-market gaps, since extended-hours prices are thin and can reverse.