The Motley Fool article presents Arista Networks and Ciena as potential AI-networking investments: Arista moves data within data centers, while Ciena connects them over fiber. It cites Arista’s 2026 launch and Ciena’s growth targets.
Arista’s 7060XE7 series, introduced in 2026, is designed to handle heavier data loads by integrating rows of machines into one network. Its optics and cabling are intended to fit more connections into less space and reduce power and cooling needs. Ciena highlighted optical systems that can carry more data over existing fiber using less power and equipment, along with tools to manage traffic and detect congestion.
The article says Arista shares have risen about 800% over five years, trade at about 38 times next year’s expected earnings, and have revenue growth close to 30% annually. Ciena is up more than 500% over five years; management guides to around 35% revenue growth in 2026 and targets roughly 30% average annual growth through 2029. Its forward earnings multiple is in the mid-30s. The writer argues that growth supports the valuations.
