Arista Networks Inc vs Howmet Aerospace Inc — how do they compare? Arista Networks Inc trades at $209.91 (market cap $249.53B), while Howmet Aerospace Inc trades at $282.65 (market cap $112.20B). The key difference: Arista Networks Inc is far larger — about 2.2× Howmet Aerospace Inc's market cap, and Howmet Aerospace Inc pays a 0.2% dividend while Arista Networks Inc pays none. Which is the better fit depends on your goals.
| ANET | HWM | |
|---|---|---|
Market Cap | $249.53B | $112.20B |
Sector | Technology | Industrials |
52-Week High | $197.85 | $291.28 |
52-Week Low | $116.13 | $171.00 |
Enterprise Value | $236.19B | $116.30B |
Dividend Yield | — | 0.2% |
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.
Howmet Aerospace (HWM) trades at $281.63, down 0.73% on the day, with strong technical support at $279 and resistance at $285. The company has consistently beaten earnings estimates, with Q2 2026 EPS of $1.33 exceeding expectations by 7.3%, driven by robust aerospace and defense demand. Analyst consensus remains strongly bullish with 84% buy ratings and a $334.63 price target, representing 19% upside potential.
Outlook remains positive with raised 2026 guidance and strong cash flow generation, though elevated valuation multiples (P/E 60.63) and significant capital expenditures present risks. The stock offers growth exposure to aerospace recovery but faces execution risks amid capacity expansion plans and supply chain challenges.
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 →Howmet Aerospace provides advanced engineered solutions for the aerospace and transportation industries. It specializes in jet engine components, aerospace fastening systems, and forged aluminum wheels.
Read more on HWM →