Why Arista Networks Might Be The Better AI Play Than Ciena [Forbes]
Arista Networks, Inc. (ANET)
Last arista networks, inc. earnings: 2/13 04:05 pm
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US:NASDAQ Investor Relations:
investors.arista.com/home/default.aspx
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Source: Forbes
The rally comes amid renewed enthusiasm around AI-driven infrastructure spending, where high-speed networking gear is becoming just as critical as GPUs. But before leaning further into CIEN, it is worth asking a broader question: is there a stronger way to play the AI buildout? One compelling alternative is . While Ciena has benefited from improving telecom demand, Arista sits closer to hyperscale data centers, where AI workloads are driving massive upgrades in switching capacity and network architecture. Over meaningful time horizons, Arista Networks has delivered faster revenue growth, stronger margins, and more consistent execution than Ciena . Despite that, ANET trades at a valuation that is not materially stretched relative to its growth profile. ANET's quarterly revenue growth stood at 28.9%, while CIEN's was at 20.3%. Furthermore, its Last 12 Months revenue growth was recorded at 28.6%, surpassing CIEN's 18.8%. ANET outperforms on profitability in both periods, with an
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ANET
News
- Jim Cramer on Arista Networks: “You're Getting a Terrific Quarter for Free” [Yahoo! Finance]Yahoo! Finance
- Piper Sandler Retains Overweight Rating on Arista Networks (ANET) Amid Revenue Beat [Yahoo! Finance]Yahoo! Finance
- Why 1 Analyst Thinks Arista Networks Stock Can Still Gain Over 50% This Year [Yahoo! Finance]Yahoo! Finance
- Is Arista Networks' Stock Outperforming the S&P 500? [Yahoo! Finance]Yahoo! Finance
- 1 Underrated Artificial Intelligence (AI) Stock to Buy Before It Jumps 33%, According to Wall Street [Yahoo! Finance]Yahoo! Finance
ANET
Earnings
- 2/12/26 - Beat
ANET
Sec Filings
- 2/27/26 - Form 4
- 2/25/26 - Form 4
- 2/25/26 - Form 144
- ANET's page on the SEC website