---
title: "ANET vs CSCO"
canonical: "https://supercyclehq.com/compare/anet-vs-csco"
type: "comparison"
dataAsOf: "2026-11-06"
tickers: ["ANET", "CSCO"]
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# Arista Networks (ANET) vs Cisco Systems (CSCO)

Both are tracked in the Supercycle AI universe. End-of-day data, updated nightly.

| Measure | ANET | CSCO |
| --- | --- | --- |
| AI Exposure Score | 80 (Core) | 32 (Growing) |
| Price | $170.80 | $93.85 |
| Market cap | $215.8B | $370.0B |
| Change 1d | +7.31% | -1.95% |
| Change 30d | -19.04% | -18.31% |
| Change 1y | +26.85% | +33.98% |
| P/E | 45.79 | 28.18 |
| Buildout layers | Networking & Optics | Cloud & Hyperscalers, Cybersecurity AI |

## Arista Networks (ANET)

**AI exposure:** Sells high-speed Ethernet switches and network software that connect GPUs inside AI data centers, mainly to hyperscalers like Microsoft and Meta. AI cluster networking is now the central growth driver on top of its cloud networking base.

Arista sits in the Networking & Optics layer of the buildout, connecting the compute layer together. AI clusters only work if thousands of GPUs can exchange data at extreme speed, and Arista's Ethernet switches and software provide that fabric for hyperscalers like Microsoft and Meta. AI cluster networking is now the central growth driver on top of its cloud networking base, which earns it an AI Exposure Score of 80 out of 100.

Full profile: https://supercyclehq.com/stock/arista-networks.md

## Cisco Systems (CSCO)

**AI exposure:** Cisco sells networking switches, optics, and security into data centers, and AI infrastructure orders from hyperscalers and enterprises have become a headline growth driver. Exposure hinges on winning Ethernet-based AI cluster deployments against Arista and whitebox rivals, atop a large mature networking base.

Cisco sits in the Cloud & Hyperscalers and Cybersecurity AI layers. AI infrastructure orders from hyperscalers and enterprises, switches and optics for AI clusters, have become a headline growth driver for a company whose networking base is otherwise mature. The open question is share: its exposure hinges on winning Ethernet-based AI cluster deployments against Arista and whitebox rivals. Supercycle scores its exposure as moderate, real AI momentum on top of a very large legacy business.

Full profile: https://supercyclehq.com/stock/cisco-systems.md

---

Source: https://supercyclehq.com/compare/anet-vs-csco. Data as of 2026-11-06. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.