Arista Networks, Inc. and Ciena Corporation are key players in the global networking infrastructure industry. Arista offers a wide range of data center and campus Ethernet switches and routers, while Ciena specializes in optical networking equipment and solutions. Both companies have diversified portfolios to meet evolving business demands.

Arista excels in 100-gigabit Ethernet switches and is gaining traction with high-performance switching products. It offers a unique software approach and versatile unified software stack for various networking needs. However, high operating costs and supply chain issues pose challenges, especially with tough competition from industry leader Cisco Systems.

Ciena generates revenue from packet optical transport products and software services. It is investing in data center connectivity and 5G network solutions to capitalize on growing bandwidth demand. While facing potential disruptions from tariffs, Ciena’s coherent solutions are driving strong demand and revenue growth.

In terms of valuation, Ciena appears more attractive than Arista with a lower forward earnings ratio. However, Arista holds a Zacks Rank #3 compared to Ciena’s Zacks Rank #5. While both companies expect sales and profits to improve in 2025, Arista has shown steady growth over the years, making it a potentially better investment option at present.

Read more at Nasdaq: Arista vs. Ciena: Which Network Infrastructure Stock Has the Edge?