Arista Networks Inc vs STMicroelectronics NV — how do they compare? Arista Networks Inc trades at $186 (market cap $235.41B), while STMicroelectronics NV trades at $69.4 (market cap $63.01B). The key difference: Arista Networks Inc is far larger — about 3.7× STMicroelectronics NV's market cap, and STMicroelectronics NV pays a 0.5% dividend while Arista Networks Inc pays none. Which is the better fit depends on your goals.
| ANET | STM | |
|---|---|---|
Market Cap | $235.41B | $63.01B |
Sector | Technology | Financials |
52-Week High | $186.96 | $79.91 |
52-Week Low | $107.37 | $21.20 |
Enterprise Value | $223.06B | $61.22B |
Dividend Yield | — | 0.5% |
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.
STM trades at $71.46, up 0.1% with a bullish technical signal. The stock shows mixed earnings performance with Q3 2025 beating estimates but subsequent quarters missing. Valuation metrics appear elevated with P/E of 446.63 and P/S of 5.3, though analyst consensus remains positive with 52% buy ratings. Recent news highlights AI and automotive chip momentum as growth drivers.
Outlook remains cautiously optimistic given strong analyst support and AI/automotive exposure, but elevated valuations and declining profit margins (1.19% net margin) present risks. The stock trades near consensus price target of $72.33, suggesting limited near-term upside without earnings acceleration.
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 →A merger between Italian firm SGS Microelettronica and the nonmilitary business of Thomson Semiconductors in France formed STMicroelectronics in 1987. STMicro is a leader in a variety of semiconductor products, including analog chips, discrete power semiconductors, microcontrollers, and sensors. STMicro is an especially prominent chip supplier into the industrial and automotive industries.
Read more on STM →