Price movement over the last 24 hours
Arista Networks Inc vs Arm Holdings plc — how do they compare? Arista Networks Inc trades at $187.94 (market cap $235.41B), while Arm Holdings plc trades at $315.23 (market cap $345.41B). The key difference: Arm Holdings plc is the larger of the two by market cap, and Arista Networks Inc is trading nearer its 52-week high, Arm Holdings plc nearer its low. Which is the better fit depends on your goals.
| ANET | ARM | |
|---|---|---|
Market Cap | $235.41B | $345.41B |
Sector | Technology | Technology |
52-Week High | $186.96 | $439.46 |
52-Week Low | $107.37 | $104.55 |
Enterprise Value | $223.06B | $342.26B |
Signals from Pluang's Aura AI — not financial advice
Arista Networks (ANET) trades at $186.96, up 1.23% with strong technical momentum as price approaches resistance at $189. The company demonstrates robust fundamentals with 2025 revenue of $9.01B and net income of $3.51B (38.32% margin), though valuation metrics remain elevated with P/E of 64.25. Recent earnings beats and AI infrastructure tailwinds support positive sentiment.
Arista presents growth potential from AI networking demand with 75% analyst buy ratings and $192.82 consensus target, but faces risks from high valuation multiples and competitive pressures. The stock's technical setup suggests near-term resistance testing with support at $180, while fundamental strength supports long-term growth outlook.
ARM Holdings trades at $323.39, down 1.37% over 24 hours, with a bullish technical outlook supported by moving averages and strong quarterly earnings beats. The company reported robust revenue growth to $4.01B in 2025, with net income of $792M, though valuation ratios like P/E of 380.46 reflect premium pricing. Recent news highlights ARM's role in AI infrastructure and data center expansion, driving investor optimism.
Outlook remains positive with analyst consensus favoring buy ratings (74.07%) and a $321.65 price target, but risks include high valuation sensitivity and competitive pressures in the semiconductor space. Upside potential hinges on continued AI-driven demand and execution of growth initiatives like the AGI CPU launch.
Trailing returns across standard periods
Latest headlines on both assets
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 →Arm Holdings designs the architecture for high-performance, energy-efficient processors used in nearly all smartphones and millions of other devices. Its intellectual property powers global computing from mobile to AI.
Read more on ARM →