Arista Networks Inc vs Cognizant Technology Solutions Corp — how do they compare? Arista Networks Inc trades at $208.28 (market cap $249.53B), while Cognizant Technology Solutions Corp trades at $57.84 (market cap $26.40B). The key difference: Arista Networks Inc is far larger — about 9.5× Cognizant Technology Solutions Corp's market cap, and Cognizant Technology Solutions Corp pays a 2.25% dividend while Arista Networks Inc pays none. Which is the better fit depends on your goals.
| ANET | CTSH | |
|---|---|---|
Market Cap | $249.53B | $26.40B |
Sector | Technology | Technology |
52-Week High | $197.85 | $86.70 |
52-Week Low | $116.13 | $38.73 |
Enterprise Value | $236.19B | $27.44B |
Dividend Yield | — | 2.25% |
Signals from Pluang's Aura AI — not financial advice
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.
CTSH trades at $57.76, down 0.94% on the day, with a bullish technical signal and strong cash flow generation. Recent Q2 2026 earnings missed estimates, but revenue beat, and the company maintains solid profitability with a 10.26% net margin. Analyst consensus is mixed with a $59.92 price target, and the stock shows resilience in financial services growth amid AI investments.
The outlook remains cautiously optimistic with upside potential from AI initiatives and large-deal execution, though risks include client spending caution and competitive pressures. Valuation metrics like a P/E of 12.58 suggest room for growth if earnings momentum improves.
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 →Cognizant is a global IT services provider, offering consulting and outsourcing services to some of the world's largest enterprises spanning the financial services, media and communications, healthcare, natural resources, and consumer products industries. Cognizant employs nearly 300,000 people globally, roughly 70% of whom are in India, although the company's headquarters are in Teaneck, New Jersey.
Read more on CTSH →