Arista Networks is trading 3% up at $205.38 after its addition to the S&P 100 became effective before the September 21, 2026, open.

  • S&P Dow Jones Indices confirmed the inclusion as part of its quarterly rebalance, potentially supporting demand from index-tracking funds.
  • The broader AI-infrastructure rally is also helping, alongside Arista’s raised full-year outlook and strong data-center networking demand.
  • Sector momentum is supportive, but the S&P 100 inclusion is the clearest company-specific catalyst.