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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 4.4× larger than Ciena by market cap; Arista Networks trades at the lower P/E (65.8 vs 92.3); year to date, Ciena leads (+90.9% vs +61.0%).

Side by side

ANETCIEN
Market cap$266B$60.4B
Price$216.74$449.77
Today+2.7%+5.6%
Return YTD+61.0%+90.9%
Return 1Y+34.1%+194.7%
Since June 26, 2026+37.5%−6.2%
P/E65.892.3
P/S25.210.0
P/B18.019.8

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

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 →

More ANET & CIEN comparisons

Other head-to-heads in the Data centers segment.

See where ANET and CIEN sit in the full AI & digital infrastructure map: every segment from suppliers to end markets.Open the AI value chain →