Arista vs. Juniper: Which Cloud Networking Stock Has More Upside?

From Nasdaq: 2025-06-17 10:33:00

Arista Networks and Juniper Networks are key players in the global networking industry. Arista offers a wide range of data center and campus Ethernet switches and routers with industry-leading capacity and efficiency. Juniper provides networking solutions, including routers and security products, and has introduced new AI-driven features for enterprise networks.

Arista’s modern software approach and unified software stack set it apart in the industry. Its cloud networking solutions promise predictable performance and programmability. The company’s Arista 2.0 strategy focuses on investing in core businesses, emphasizing software-as-a-service, and entering new markets. However, high operating costs and supply chain issues remain challenges.

Juniper is leveraging the 400-gig cycle and increasing demand for data center virtualization and mobile traffic. Its AI-Native Networking Platform offers significant cost reductions and faster deployments. Despite facing tough competition, especially from Cisco, Juniper’s security portfolio and AI-driven solutions position it well for growth.

Zacks estimates show Arista expecting strong sales and EPS growth in 2025, with Juniper also showing positive growth trends. Arista has gained 8.6% in the past year, while Juniper has seen a 0.7% increase. Juniper’s lower forward earnings ratio makes it more attractive from a valuation standpoint.

Arista holds a Zacks Rank #2, while Juniper has a Zacks Rank #1. Both companies anticipate improved sales and profits in 2025, with Arista showing steady growth and Juniper facing challenges. With a better Zacks Rank and attractive valuation metrics, Juniper appears to have a slight edge over Arista as a better investment choice.

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