Arista Networks Inc vs KE Holdings Inc — how do they compare? Arista Networks Inc trades at $209.18 (market cap $249.53B), while KE Holdings Inc trades at $17.35 (market cap $18.92B). The key difference: Arista Networks Inc is far larger — about 13.2× KE Holdings Inc's market cap, and KE Holdings Inc pays a 1.63% dividend while Arista Networks Inc pays none. Which is the better fit depends on your goals.
| ANET | BEKE | |
|---|---|---|
Market Cap | $249.53B | $18.92B |
Sector | Technology | Technology |
52-Week High | $197.85 | $20.36 |
52-Week Low | $116.13 | $14.26 |
Enterprise Value | $236.19B | $14.66B |
Dividend Yield | — | 1.63% |
Signals from Pluang's Aura AI — not financial advice
Arista Networks (ANET) trades at $208.47, up 8.85% in the last session, reflecting strong momentum amid robust AI-driven demand. The stock shows bullish technical signals with consistent earnings beats and accelerating revenue growth, reaching $9.01B in 2025. Analyst consensus remains overwhelmingly positive with a $252.25 price target, though valuation multiples appear elevated at P/E 62.61 and P/S 23.94. Recent news highlights insider selling but maintains confidence in the company's AI networking leadership.
Outlook remains favorable given hyperscaler capex expansion and Ethernet market share gains, but risks include premium valuation compression and competitive pressures. The stock offers growth exposure to AI infrastructure with solid execution, though investors should weigh high expectations against potential volatility.
BEKE trades at $17.23, down 2.38% today, with a bullish technical signal supported by moving averages. The company reported strong Q1 2026 results, beating EPS estimates with $0.20 vs. $0.14 expected, while revenue declined to $90.1B in 2026 from $94.6B in 2025. Analyst sentiment remains overwhelmingly positive with 91.67% buy ratings. Cash flow trends show improvement with operating cash flow turning positive in 2026 at $2.1B.
The outlook appears favorable with improving profitability and strong analyst support, though risks include revenue contraction and China's property market exposure. The stock's current valuation at P/E 38.53 appears elevated but is supported by earnings growth potential and market leadership position in Chinese housing services.
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 →KE Holdings (Beike) is China’s leading platform for housing transactions and services. It operates the Lianjia brand and uses data-driven technology to facilitate home sales, rentals, and home renovation services.
Read more on BEKE →