Arista Networks Inc vs Hewlett Packard Enterprise Co — how do they compare? Arista Networks Inc trades at $209.29 (market cap $249.53B), while Hewlett Packard Enterprise Co trades at $58.23 (market cap $72.01B). The key difference: Arista Networks Inc is far larger — about 3.5× Hewlett Packard Enterprise Co's market cap, and Hewlett Packard Enterprise Co pays a 1.05% dividend while Arista Networks Inc pays none. Which is the better fit depends on your goals.
| ANET | HPE | |
|---|---|---|
Market Cap | $249.53B | $72.01B |
Sector | Technology | Technology |
52-Week High | $197.85 | $56.14 |
52-Week Low | $116.13 | $20.01 |
Enterprise Value | $236.19B | $87.96B |
Dividend Yield | — | 1.05% |
Signals from Pluang's Aura AI — not financial advice
Arista Networks (ANET) trades at $209.29, up 9.28% in 24 hours, near its 52-week high. The stock exhibits bullish technical signals with strong moving average support. Fundamentally, revenue grew to $9.01B in 2025 with a 38.37% net margin, though valuation multiples like a 62.61 P/E are elevated. Recent quarters show consistent EPS beats, with Q2 2026 EPS of $1.02 exceeding expectations by 15%.
Outlook remains positive driven by AI data center demand, but risks include high valuation sensitivity and insider selling. Analyst consensus is strongly bullish with a $252.25 price target, implying 20% upside. Execution on AI networking growth and hyperscaler spending are key catalysts, while competition and margin pressure pose challenges.
HPE stock trades at $57.72, up 5.58% in the last session, supported by a bullish technical outlook and strong earnings beats. Recent momentum is fueled by Morgan Stanley's upgrade citing AI infrastructure demand, with the stock near its 52-week high. Revenue growth accelerated to $34.3B in 2025, though net income margins compressed sharply to 0.16%. The consensus price target of $69.81 implies 21% upside, with analysts divided between Buy (46%) and Hold (51%) ratings.
Outlook: HPE benefits from AI server tailwinds and institutional accumulation, but high P/E (50.8) and volatile cash flows pose valuation risks. Key catalysts include Q2 2026 earnings (expected EPS $0.925) and execution in competitive AI hardware markets. Risks include debt growth (29.5% debt-to-assets) and margin pressure from rising investments.
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 →Hewlett Packard Enterprise is an information technology vendor that provides hardware and software to enterprises. Its primary product lines are compute servers, storage arrays, and networking equipment.
Read more on HPE →