From The Motley Fool · John Ballard · · 1m 10s
Arista Networks vs. CrowdStrike: Tech Stock Comparison
Which tech stock outperforms in 2026: Arista Networks or CrowdStrike?
In brief
Which tech stock outperforms in 2026: Arista Networks or CrowdStrike? Arista Networks trades at a lower valuation multiple than CrowdStrike but faces growing competition from Nvidia's networking solutions. Originally reported by The Motley Fool.
Arista Networks
Arista Networks provides high-speed networking solutions for massive cloud environments.
CrowdStrike
CrowdStrike offers cloud-based cybersecurity modules for modern enterprises.
Financial Metrics
Arista: $184.33, +1.73%, $232B market cap, 63% gross margin. CrowdStrike: $239.34, +5.26%, $245B market cap, 75% gross margin.
Arista's Growth
Arista's revenue reached $10.5 billion in Q2 2026, a 33% year-over-year increase.
CrowdStrike's Growth
CrowdStrike reported $5.4 billion in revenue for Q2 2026, a 24% year-over-year increase.
Risk Comparison
Arista faces revenue concentration and supply chain risks; CrowdStrike faces legal proceedings and cybersecurity threats.
Valuation
Arista trades at a lower P/E ratio (44.5x) than CrowdStrike (182.0x) and a lower P/S ratio (21.9x) than CrowdStrike (43.3x).
2026 Stock Outlook
CrowdStrike expects annualized revenue to nearly double to $10 billion by 2030, supporting 20% compound annual growth.
The one thing
Arista Networks trades at a lower valuation multiple than CrowdStrike but faces growing competition from Nvidia's networking solutions.
