Investment
Features
FeesSafety
Academy
More
Pluang+

Compare Arista Networks Inc (ANET) vs International Business Machines Corp (IBM) Price & Performance

Arista Networks IncTrade
International Business Machines CorpTrade

Price performance (Past 24H)

Key statistics

Arista Networks Inc vs International Business Machines Corp — how do they compare? Arista Networks Inc trades at $206.69 (market cap $249.53B), while International Business Machines Corp trades at $232.49 (market cap $224.62B). The key difference: Arista Networks Inc and International Business Machines Corp are close in size by market cap, and International Business Machines Corp pays a 2.84% dividend while Arista Networks Inc pays none. Which is the better fit depends on your goals.

ANETIBM
Market Cap
$249.53B$224.62B
Sector
TechnologyTechnology
52-Week High
$197.85$329.23
52-Week Low
$116.13$205.77
Enterprise Value
$236.19B$281.76B
Volume
4,481,527
Dividend Yield
2.84%

Aura AI Summary

Signals from Pluang's Aura AI — not financial advice

Arista Networks Inc

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.

International Business Machines Corp

IBM trades at $236.31, down 0.41% today, with a mixed technical picture showing bearish moving averages but bullish overall signals. Recent earnings beat expectations in Q4 2025 and Q1 2026, with Q2 2026 meeting estimates, while revenue grew to $67.54 billion in 2025. The company secured a $240 million AI deal with Together AI, boosting sentiment despite ongoing securities fraud investigations.

Outlook: IBM's strong profitability and AI growth present upside potential, but legal risks and high valuation ratios pose challenges. The consensus price target of $257.38 suggests moderate growth, supported by institutional buy ratings, though investors should monitor legal developments and competitive pressures in the tech sector.

Returns comparison

Trailing returns across standard periods

Top news

Latest headlines on both assets

About Arista Networks Inc

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

About International Business Machines Corp

International Business Machines Corporation (IBM) provides computer solutions. The Company offers application, technology consulting and support, process design and operations, cloud, digital workplace, and network services, as well as business resiliency, strategy, and design solutions. IBM serves clients worldwide.

Read more on IBM