Astera Labsvs.Arista Networks
ALAB vs ANET · both in Data centers, part of the AI & digital infrastructure value chain: Servers, networking, optics and data center capacity that tie AI infrastructure together.
Arista Networks is about 4.5× larger than Astera Labs by market cap; Arista Networks trades at the lower P/E (65.8 vs 160.7); year to date, Astera Labs leads (+129.8% vs +61.0%).
Side by side
| ALAB | ANET | |
|---|---|---|
| Market cap | $59.4B | $266B |
| Price | $342.21 | $216.74 |
| Today | −1.4% | +2.7% |
| Return YTD | +129.8% | +61.0% |
| Return 1Y | +80.2% | +34.1% |
| Since June 26, 2026 | −12.6% | +37.5% |
| P/E | 160.7 | 65.8 |
| P/S | 49.4 | 25.2 |
| P/B | 34.4 | 18.0 |
Data as of 2026-10-09 · updates daily after U.S. close
Since June 26, 2026: the change in the closing price, from the daily closes Sectivia records itself since that date.
The two companies
Astera LabsALAB
Signal integrity becomes a real constraint at AI-server speeds. Astera Labs sells the fix: Aries PCIe retimers, Taurus and Leo connectivity, Scorpio fabric switches.
Full ALAB profile →Arista NetworksANET
Arista's 800G switches and the EOS software running them sit inside AI data centres, which makes hyperscaler spending the number to watch.
Full ANET profile →More ALAB & ANET comparisons
Other head-to-heads in the Data centers segment.