Analog Devices, Inc. vs Arista Networks Inc — how do they compare? Analog Devices, Inc. trades at $386.93 (market cap $187.67B), while Arista Networks Inc trades at $206.78 (market cap $249.53B). The key difference: Arista Networks Inc is the larger of the two by market cap, and Analog Devices, Inc. pays a 1.14% dividend while Arista Networks Inc pays none. Which is the better fit depends on your goals.
| ADI | ANET | |
|---|---|---|
Market Cap | $187.67B | $249.53B |
Sector | Technology | Technology |
52-Week High | $445.48 | $197.85 |
52-Week Low | $225.20 | $116.13 |
Enterprise Value | $192.92B | $236.19B |
Dividend Yield | 1.14% | — |
Signals from Pluang's Aura AI — not financial advice
Analog Devices (ADI) trades at $383.93, down 1.54% on the day, with a bullish technical signal from moving averages. The company demonstrates strong profitability with a 26.01% net income margin and has beaten earnings estimates for the last three quarters. Recent news highlights institutional buying and a spin-off of ADI Global Distribution, completed August 4, 2026, as per a Business Wire report.
The outlook is positive, supported by a strong analyst consensus with a $472.29 price target and no sell ratings. Key opportunities include consistent earnings outperformance and exposure to semiconductor sector growth. Risks involve high valuation multiples and potential market volatility impacting the stock's premium pricing.
Arista Networks (ANET) trades at $191.52, up 1.51% with strong technical momentum and bullish moving average signals. The company demonstrates exceptional fundamentals with 38.4% net margins and consistent earnings beats, though valuation ratios remain elevated. Recent news highlights ANET's leadership in AI networking infrastructure with 40% revenue growth guidance for 2026, positioning it as a key beneficiary of hyperscaler capital expenditure cycles.
Outlook remains positive given robust AI-driven demand and strong analyst consensus, but premium valuation leaves little room for execution missteps. Key risks include competitive pressures and customer concentration with Meta and Microsoft comprising 42% of revenue. The stock offers growth exposure to AI infrastructure but requires monitoring of valuation sustainability.
Trailing returns across standard periods
Latest headlines on both assets
Analog Devices is a leading analog, mixed signal, and digital signal processing chipmaker. The firm has a significant market share lead in converter chips, which are used to translate analog signals to digital and vice versa. The company serves tens of thousands of customers, and more than half of its chip sales are made to industrial and automotive end markets. Analog Devices' chips are also incorporated into wireless infrastructure equipment.
Read more on ADI →Arista Networks is a software and hardware provider for the networking solutions sector. Operating as one business unit, software, switching, and router products are targeted for high-performance networking applications, while service revenue comes from technical support. Customer markets include data centers, enterprises, service providers, and campuses. The company is headquartered in Santa Clara, California, and generates most of its revenue in the Americas.
Read more on ANET →