From The Motley Fool · Sara Appino · · 1m 10s
Arista vs Datadog: 2026 Tech Stock Pick
Arista Networks' infrastructure edge makes it the better 2026 tech stock buy over Datadog.
In brief
Arista Networks' infrastructure edge makes it the better 2026 tech stock buy over Datadog. Arista Networks is the better 2026 tech stock buy due to its infrastructure dominance and strong financials. Originally reported by The Motley Fool.
Arista Networks
Arista Networks powers physical switches for cloud data centers at $171.07 per share.
Datadog
Datadog offers cloud monitoring software at $257.75 per share.
Financial Comparison
Arista has $216B market cap and 63% gross margin vs Datadog's $93B market cap and 79% gross margin.
Arista's 2025 Performance
Arista reported $9.0 billion revenue and $3.5 billion net income in FY 2025.
Datadog's 2025 Performance
Datadog reported $3.4 billion revenue and $107.7 million net income in FY 2025.
Arista's Balance Sheet
Arista has 0.0x debt-to-equity ratio and $4.3 billion free cash flow in FY 2025.
Datadog's Balance Sheet
Datadog has 0.4x debt-to-equity ratio and $1.0 billion free cash flow in FY 2025.
2026 Growth
Arista crossed $3 billion quarterly revenue in Q2 2026 with 40% year-over-year growth.
2026 Outlook
Arista's infrastructure dominance makes it the better 2026 tech stock buy over Datadog.
The short version
Arista Networks is the better 2026 tech stock buy due to its infrastructure dominance and strong financials.
