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Compare Arista Networks Inc (ANET) vs AXT Inc (AXTI) Price & Performance

Arista Networks IncTrade

Price performance (Past 24H)

Key statistics

Arista Networks Inc vs AXT Inc — how do they compare? Arista Networks Inc trades at $207.1 (market cap $249.53B), while AXT Inc trades at $76.78 (market cap $4.83B). The key difference: Arista Networks Inc is far larger — about 51.7× AXT Inc's market cap, and Arista Networks Inc is trading nearer its 52-week high, AXT Inc nearer its low. Which is the better fit depends on your goals.

ANETAXTI
Market Cap
$249.53B$4.83B
Sector
TechnologyTechnology
52-Week High
$197.85$140.83
52-Week Low
$116.13$2.05
Enterprise Value
$236.19B$4.50B

Aura AI Summary

Signals from Pluang's Aura AI — not financial advice

Arista Networks Inc

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.

AXT Inc

AXTI is trading at $76.84, up 4.11% with strong bullish momentum following better-than-expected Q2 2026 earnings. The stock shows bullish technical signals with support at $72 and resistance at $77. Recent financials indicate a turnaround with Q2 EPS of $0.19 beating estimates and revenue growth driven by record indium phosphide demand for AI data centers.

The outlook appears positive with strong AI-driven demand and capacity expansion plans, though valuation metrics remain elevated with P/S of 30.53. Key risks include execution challenges in meeting demand and competitive pressures in the semiconductor substrate market. Analyst consensus is strongly bullish with 73% buy ratings and $72.50 price target.

Returns comparison

Trailing returns across standard periods

Top news

Latest headlines on both assets

About Arista Networks Inc

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

About AXT Inc

AXT develops and manufactures high-performance compound semiconductor wafer substrates. Its products, like indium phosphide and gallium arsenide, are essential for data centers, 5G, and consumer electronics.

Read more on AXTI