Arista Networks Inc vs L3Harris Technologies Inc — how do they compare? Arista Networks Inc trades at $210.5 (market cap $249.53B), while L3Harris Technologies Inc trades at $290.9 (market cap $53.26B). The key difference: Arista Networks Inc is far larger — about 4.7× L3Harris Technologies Inc's market cap, and L3Harris Technologies Inc pays a 1.75% dividend while Arista Networks Inc pays none. Which is the better fit depends on your goals.
| ANET | LHX | |
|---|---|---|
Market Cap | $249.53B | $53.26B |
Sector | Technology | Industrials |
52-Week High | $197.85 | $378.48 |
52-Week Low | $116.13 | $270.21 |
Enterprise Value | $236.19B | $63.71B |
Dividend Yield | — | 1.75% |
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.
LHX trades at $290.66, up 0.32% on the day, with a bearish technical signal from moving averages but neutral oscillators. The company reported strong Q2 2026 earnings, beating estimates with revenue up 8% and a record $42 billion backlog. Recent news highlights contract wins, including a U.S. Space Force satellite deal and PAC-3 production expansion, supporting growth prospects. Fundamentals show steady revenue growth to $21.87 billion in 2025 and improving net margins, though valuation ratios like P/E of 28.89 are elevated relative to historical averages.
Outlook is positive with analyst consensus favoring buys (73%) and a $319.33 price target implying ~10% upside. Risks include execution on large contracts, debt levels, and geopolitical dependencies. The stock offers a dividend yield near 1.7%, with cash flow strength supporting shareholder returns amid defense sector tailwinds.
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 →L3Harris Technologies was created in 2019 from the merger of L3 Technologies and Harris, two defense contractors that provide products for the command, control, communications, computers, intelligence, surveillance, and reconnaissance (C4ISR) market. The firm also has smaller operations serving the civil government, particularly the Federal Aviation Administration's communication infrastructure, and produces various avionics for defense and commercial aviation.
Read more on LHX →