Price movement over the last 24 hours
Arista Networks Inc vs CF Industries Holdings, Inc. — how do they compare? Arista Networks Inc trades at $187.94 (market cap $235.41B), while CF Industries Holdings, Inc. trades at $117.6 (market cap $17.96B). The key difference: Arista Networks Inc is far larger — about 13.1× CF Industries Holdings, Inc.'s market cap, and CF Industries Holdings, Inc. pays a 2.05% dividend while Arista Networks Inc pays none. Which is the better fit depends on your goals.
| ANET | CF | |
|---|---|---|
Market Cap | $235.41B | $17.96B |
Sector | Technology | Basic Materials |
52-Week High | $186.96 | $137.55 |
52-Week Low | $107.37 | $76.08 |
Enterprise Value | $223.06B | $19.54B |
Dividend Yield | — | 2.05% |
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.
CF Industries (CF) trades at $116.92, up 2.54% today, with strong bullish momentum from earnings beats and a 20% dividend increase announced July 8, 2026. The stock shows robust fundamentals with a P/E of 10.53 and ROE of 34.74%, while technical indicators signal bullish moving averages but overbought RSI levels near 76. Revenue growth rebounded to $7.08B in 2025 after a dip, supported by firm nitrogen demand.
Outlook remains positive with a consensus price target of $126.67, though risks include rising natural gas costs pressuring margins. The stock offers value and income appeal, but investors should monitor input cost trends and Q2 2026 earnings against expectations of $5.71 EPS.
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 →CF Industries is a leading producer and distributor of nitrogen fertilizers. The company operates seven nitrogen facilities in North America and holds joint venture interests in further production capacity in the United Kingdom and Trinidad and Tobago. CF makes nitrogen primarily using low-cost U.S. natural gas as its feedstock, making CF one of the lowest-cost nitrogen producers globally.
Read more on CF →