Sectivia

Arista Networksvs.Ciena

ANET vs CIEN · 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 4.1× larger than Ciena by market cap; Arista Networks trades at the lower P/E (63.5 vs 143.0); year to date, Ciena leads (+59.0% vs +43.6%).

Side by side

ANETCIEN
Market cap$257B$62.7B
Price$190.94$387.66
Today+1.5%+4.2%
Return YTD+43.6%+59.0%
Return 1Y+41.2%+314.2%
P/E63.5143.0
P/S24.411.3
P/B17.421.7

Data as of 2026-08-26 · updates daily after U.S. close

The two companies

Arista NetworksANET

NYSE · USA

Arista's 800G switches and the EOS software running them sit inside AI data centres, which makes hyperscaler spending the number to watch.

Data center networkingAI hardware
Full ANET profile →

CienaCIEN

NYSE · USA

Long-haul optical transmission, mostly between data centres.

Optical networking
Full CIEN profile →

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