Arista Networks Inc vs Solaredge Technologies Inc — how do they compare? Arista Networks Inc trades at $182.01 (market cap $235.41B), while Solaredge Technologies Inc trades at $52.16 (market cap $3.36B). The key difference: Arista Networks Inc is far larger — about 70.1× Solaredge Technologies Inc's market cap, and Arista Networks Inc is trading nearer its 52-week high, Solaredge Technologies Inc nearer its low. Which is the better fit depends on your goals.
| ANET | SEDG | |
|---|---|---|
Market Cap | $235.41B | $3.36B |
Sector | Technology | Technology |
52-Week High | $186.96 | $78.51 |
52-Week Low | $107.37 | $24.42 |
Enterprise Value | $223.06B | $3.29B |
Signals from Pluang's Aura AI — not financial advice
Arista Networks (ANET) trades at $186.96, up 1.23% with strong technical momentum as price approaches resistance at $189. The company demonstrates robust fundamentals with 2025 revenue of $9.01B and net income of $3.51B (38.32% margin), though valuation metrics remain elevated with P/E of 64.25. Recent earnings beats and AI infrastructure tailwinds support positive sentiment.
Arista presents growth potential from AI networking demand with 75% analyst buy ratings and $192.82 consensus target, but faces risks from high valuation multiples and competitive pressures. The stock's technical setup suggests near-term resistance testing with support at $180, while fundamental strength supports long-term growth outlook.
SolarEdge Technologies (SEDG) trades at $55.18, up 0.77% on the day, with a neutral technical signal and mixed analyst sentiment. The company shows improving operational cash flow ($104M in 2025) but continues to report significant losses (-$405M net income). Recent earnings beat expectations in Q3 and Q4 2025 but missed in Q1 2026, while solar sector momentum from AI data center demand provides tailwinds.
The stock faces fundamental challenges with negative margins and high debt, though cash flow stabilization and sector growth offer potential upside. Key risks include persistent profitability issues and policy uncertainty, while analyst consensus remains cautious with a $34.99 price target below current levels.
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 →SolarEdge Technologies designs, develops, and sells direct current optimized inverter systems for solar photovoltaic installations. The company system consists of power optimizers, inverters, and cloud-based monitoring platform and addresses a broad range of solar market segments, from residential solar installations to commercial and small utility-scale solar installations. The company sells its products directly to solar installers, engineering, procurement, and construction firms and indirectly to solar installers through distributors and electrical equipment wholesalers. Additionally, the company has nonsolar products targeting energy storage and e-mobility.
Read more on SEDG →