With the Surge in AI Infrastructure, U.S. Network Stocks Jump Over 10 Trillion Won in a Day

Arista Networks (NASDAQ: ANET) shares surged 6% in U.S. trading to close at $133.82, with volume reaching about 3.1 million shares. In a single day, its market capitalization rose by roughly $10.7 billion (approximately 14 trillion Korean won), lifting its total valuation to around $168.1 billion (about 227 trillion won).

After reporting that 2025 revenue topped $9 billion, the company raised its 2026 revenue-growth target to 25%, issuing annual guidance of about $11.2 billion. This upward revision reflects Arista’s confidence in rampant demand for AI data-center networking.

In March, Needham analysts increased their forecast for Arista’s 2026 AI-networking revenue from $2.75 billion to $3.25 billion, identifying the company as a leading beneficiary of AI backbone infrastructure spending. The Motley Fool also named Arista its first “buy” pick for 2026, underscoring a wave of positive analyst coverage.

Headquartered in Santa Clara, California, Arista Networks supplies high-speed Ethernet switches and its Linux-based Extensible Operating System (EOS) to major data centers and cloud operators. Led by former Cisco executive Jayshree Ullal, the company earns about 40% of its revenue from cloud titans such as Microsoft and Meta Platforms, competing with Nvidia and Cisco in the high-speed switching market that links AI clusters.