Arista Networks, Inc. Aktie News

Ciena climbed 4% so far this year. You might feel compelled to increase your holdings or possibly decrease your exposure.

Arista Networks' stock, as of 1/15/2026, has generated positive returns over the past year, but how does its high valuation line up against competitors that are rapidly expanding in the AI and data center surge? With hyperscalers racing to expand data center capacity to support generative AI workloads, demand for high-speed, low-latency networking has become a critical bottleneck.

Arista Networks (ANET) stock has decreased by 10.0% over the past 5 trading days. This recent decline reflects renewed worries about competition from NVIDIA and delayed AI networking revenue, but significant drops like this often prompt a more challenging question: is the downturn temporary, or does it indicate deeper issues in the narrative?

The fourth quarter earnings season will begin in mid-January. Earnings growth is one of the most reliable signals of future stock price growth.

Other networking-oriented stocks have more than tripled in the past year, but not Cisco and Arista.

In the AI world at the start of 2026, the biggest names tend to be either hardware providers like NVIDIA Corp. NASDAQ: NVDA or stalwart tech giants with an interest in the space, such as Microsoft NASDAQ: MSFT. Since many leading AI companies like OpenAI and Anthropic are not publicly traded, investors have only limited and indirect access to this sector.

AI hyperscalers like Microsoft and Alphabet have notched double-digit revenue growth over the last three years. Top power cooling company Vertiv and connectivity provider Arista Networks have grown revenue and net income even faster.

Currently trading at approximately $131.84 per share, Arista Networks (ANET) is about 19% lower than its 52-week high.