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Compare Arista Networks Inc (ANET) vs Microchip Technology Inc. (MCHP) Price & Performance

Arista Networks IncTrade
Microchip Technology Inc.Trade

Price performance (Past 24H)

Key statistics

Arista Networks Inc vs Microchip Technology Inc. — how do they compare? Arista Networks Inc trades at $208.08 (market cap $249.53B), while Microchip Technology Inc. trades at $80.42 (market cap $43.99B). The key difference: Arista Networks Inc is far larger — about 5.7× Microchip Technology Inc.'s market cap, and Microchip Technology Inc. pays a 2.25% dividend while Arista Networks Inc pays none. Which is the better fit depends on your goals.

ANETMCHP
Market Cap
$249.53B$43.99B
Sector
TechnologyTechnology
52-Week High
$197.85$102.97
52-Week Low
$116.13$49.02
Enterprise Value
$236.19B$49.12B
Dividend Yield
2.25%

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.

Microchip Technology Inc.

Microchip Technology (MCHP) trades at $80.45, down 1.15% on the day, with a bullish technical signal and strong analyst consensus. Recent earnings beats, including Q1 2026 EPS of $0.57 versus $0.505 expected (Zacks Investment Research, 2026-08-07), highlight robust demand recovery and data center growth. The company maintains solid profitability with a 60.19% gross margin but faces high valuation multiples like a P/E of 119.15.

The outlook is positive driven by AI and data center expansion, with a consensus price target of $104.00 (MarketBeat, 2026-08-07). Risks include elevated debt levels and sensitivity to semiconductor cycles. Upside potential exists if execution continues to exceed expectations amid broadening demand.

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 Microchip Technology Inc.

Microchip became an independent company in 1989 when it was spun off from General Instrument. More than half of revenue comes from MCUs, which are used in a wide array of electronic devices from remote controls to garage door openers to power windows in autos. The company's strength lies in lower-end 8-bit MCUs that are suitable for a wider range of less technologically advanced devices, but the firm has expanded its presence in higher-end MCUs and analog chips as well.

Read more on MCHP