Arista vs. Ciena: Which Network Infrastructure Stock Has the Edge?

Key Takeaways Arista leads in Ethernet switching and cloud software, but faces margin pressure from supply and costs. Ciena is expanding in optical and 5G, with strong demand for WaveLogic 6 and coherent pluggables. Despite Ciena's EPS outlook, tariff impacts and rising costs pose challenges to its global growth plans.Arista Networks, Inc. (ANET) and Ciena Corporation (CIEN) are two of the leading players in the global networking infrastructure industry. Arista offers one of the broadest product lines of ...