--- title: "ANET Arista Networks" canonical: "https://supercyclehq.com/stock/arista-networks" type: "stock" dataAsOf: "2026-11-06" ticker: "ANET" 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) Arista Networks builds high-performance Ethernet networking for data centers. ## AI Exposure Score **80/100, Core.** 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. ## Quote | Field | Value | | --- | --- | | Price (EOD close) | $170.80 | | Change 1d | +7.31% | | Change 7d | +1.15% | | Change 30d | -19.04% | | Change 1y | +26.85% | | 52-week high | $216.74 | | 52-week low | $116.13 | | Market cap | $215.8B | | P/E | 45.79 | | EPS | $3.73 | | Next earnings | 2026-11-03 | Quote as of 2026-11-06. ## Company | Field | Value | | --- | --- | | Exchange | NYSE | | Sector | Technology | | Headquarters | Santa Clara, California | | CEO | Jayshree V. Ullal | | Employees | 5,115 | | Website | https://www.arista.com | | Buildout layers | [Networking & Optics](https://supercyclehq.com/category/networking) | ## What the company does Arista Networks builds high-performance Ethernet networking for data centers. It makes money selling switches and network software to cloud providers and enterprises, with hyperscalers like Microsoft and Meta among its main customers. Its AI products connect GPU clusters: Etherlink AI platforms are switching systems built for AI workloads, AI spine networking forms the backbone that links thousands of accelerators, CloudVision AI manages networks with machine intelligence, and network observability AI watches traffic for problems. Founded in 2004 and headquartered in Santa Clara, California, Arista trades on the NYSE and employs about 5,115 people. ## Role in the AI buildout 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. ## Tracked investors holding it (13F) | Investor | Fund | Position value | Portfolio % | Change | Period | | --- | --- | --- | --- | --- | --- | | [Ray Dalio](https://supercyclehq.com/investors/ray-dalio) | Bridgewater Associates | $43.2M | 0.18% | trimmed | 2026-06-30 | ## Recent news - [What Changed In Arista's Story?](https://www.trefis.com/stock/anet/articles/623302/what-changed-in-aristas-story/2026-11-06?.tsrc=rss) (source, 2026-11-06) - [Is ANET Worth Buying as AI Growth Meets a Rich Valuation Premium?](https://finance.yahoo.com/markets/stocks/articles/anet-worth-buying-ai-growth-175500139.html?.tsrc=rss) (source, 2026-11-06) - [ANET Falls 21.2% in a Month: Is This Now a Buying Opportunity?](https://finance.yahoo.com/markets/stocks/articles/anet-falls-21-2-month-173200906.html?.tsrc=rss) (source, 2026-11-06) - [Why Is Arista Stock Falling?](https://www.trefis.com/stock/anet/articles/623355/why-is-arista-stock-falling/2026-11-06?.tsrc=rss) (source, 2026-11-06) - [Arista Sinks 11%, Ciena Down 15% as AI Selloff Deepens After Democratic Sweep](https://www.tikr.com/blog/arista-sinks-11-ciena-down-15-as-ai-selloff-deepens-after-democratic-sweep?ref=yahoofinance&tlnk=yf-261105-5g5h3433&.tsrc=rss) (source, 2026-11-05) ## FAQ ### What does Arista Networks do? Arista builds high-speed Ethernet switches and network software for data centers. Cloud providers and enterprises, including hyperscalers like Microsoft and Meta, use its gear to run large-scale networks. ### How is Arista Networks exposed to AI? Strongly. Its switches connect GPUs inside AI data centers, and AI cluster networking is now its central growth driver on top of a cloud networking base. Supercycle gives it an AI Exposure Score of 80 out of 100. ### What are Arista's main AI products? Etherlink AI switching platforms built for AI workloads, AI spine networking that forms the cluster backbone, CloudVision AI for network management, and network observability AI that monitors traffic health. ### Where is Arista headquartered and who leads it? Arista is headquartered in Santa Clara, California, and led by CEO Jayshree Ullal. The company was founded in 2004, employs about 5,115 people, and its shares trade on the NYSE. ### Is ANET a pure play AI stock? Not entirely, but close. Cloud networking remains its base while AI cluster networking drives growth. An AI Exposure Score of 80 out of 100 places it near the top of the leaderboard. --- Source: https://supercyclehq.com/stock/arista-networks. 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.