Arista Networks Inc (ANET)

Cisco Systems (CSCO) stock returned 62% in the twelve months to September 24, 2026, against 16% for the S&P 500. A $10,000 holding at the start was worth about $16,220 at the end. The run was about AI data center orders from hyperscalers, the largest cloud companies. You could have read the run early only if two things held: Cisco was saying it, and its results were showing it.

Arista Networks (ANET) is back in the spotlight after fresh analyst coverage and fund letters cited the stock as a key beneficiary of AI data center spending and stronger earnings sentiment. Recent trading reflects that enthusiasm. Arista Networks has delivered a 30.5% 90 day share price return and a 54.0% year to date share price return. The 3 year total shareholder return of more than 3x signals strong, sustained momentum as AI networking demand and valuation debates both intensify. Spot...

Here is how Arista Networks (ANET) and DHI Group (DHX) have performed compared to their sector so far this year.

A month ago, only seven technology stocks appeared in the IBD 50 and none in the top 25, as the outlook for artificial intelligence dimmed. Today, tech stocks are back in force with the likes of Nvidia, Advanced Micro Devices, Palantir and Taiwan Semiconductor showing up on the list. In fact, Technology and Communications Services are the only two S&P sectors higher in September, while others nurse losses of about 2% to 6%.

Zacks.com users have recently been watching Arista Networks (ANET) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

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Arista Networks, Inc. (NYSE:ANET) and Cisco Systems, Inc. (NASDAQ:CSCO) are both benefiting as AI clusters turn networking into a larger part of the data-center bill. Arista is growing much faster, but investors are paying about 43.8 times forward earnings for that growth versus roughly 20.7 times for Cisco. That valuation gap makes the pair more […]

Arista Networks (ANET) ended fiscal Q2 2026 with about $9.7 billion of multi-year purchase commitments. These are promises to buy from its suppliers over several years. If demand for its switches slows, those promises remain. Will the company's sales keep pace with what it has promised its suppliers.