Open the map

Arista NetworksANET

Data centers · NYSE · USA

$210.97
Down 2.3% todayClose

Up 64.4% this year and +33.9% since June 26, ahead of the AI sector at +7.5%. Arista Networks supplies 2 mapped companies and buys from 3.

Market cap
$272B
This year
+64.4%
1 year
+44.1%
P/E
67.3
P/S
25.8
P/B
18.4

Price vs the AI sector

since Jun 26ANETAI sector, equal weight
Arista Networks (ANET) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. ANET: +33.9% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.0%+20%+40%Jun 26AugSepOct 8ANET +33.9%Sector +7.5% Arista Networks (ANET) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. ANET: +33.9% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.0%+20%+40%Jun 26AugSepOct 8ANET+33.9%Sector+7.5%

Supply chain

3 suppliers · 2 customers
SUPPLIERS →→ CUSTOMERSAnalog Devices (ADI)ADIAnalog Devices−1.0%Coherent (COHR)COHRCoherent−9.6%Broadcom (AVGO)AVGOBroadcom−4.3%Microsoft (MSFT)MSFTMicrosoft−1.3%Meta Platforms (META)METAMeta Platforms−0.1%ANETArista Networks

Suppliers 3

Customers 2

Open the full chain →

About Arista Networks

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

Theme exposure

Data center networkingAI hardwareAI data center networkingHigh-speed switchesHyperscaler demand

Products

  • 7000-series switches (800G)
  • EOS network software
  • AI networking solutions (Etherlink)

Competitors

Risks

  • Very high customer concentration
  • Nvidia's advance into networking

Same segment: Data centers

Servers, networking, optics and data center capacity that tie AI infrastructure together. Segment 4 of 8 in the AI & digital infrastructure value chain.

CiscoCSCO−2.1%Dell TechnologiesDELL−0.8%AmphenolAPH−2.5%EquinixEQIX−2.0%HPEHPE−1.5%Digital RealtyDLR−2.4%CoherentCOHR−9.6%CienaCIEN−4.6%

Compare ANET

Side by side with the largest companies in the same segment.

ANET vs CSCOANET vs DELLANET vs APHANET vs EQIXANET vs HPEANET vs DLR

See where Arista Networks sits in the full AI & digital infrastructure map: every segment from upstream suppliers to end markets, with daily metrics.

Open the AI value chain →