# Arista vs Datadog: 2026 Tech Stock Pick

> Arista Networks' infrastructure edge makes it the better 2026 tech stock buy over Datadog.
- Title: Arista vs Datadog: 2026 Tech Stock Pick · The Motley Fool
- Summary: 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…
- Keywords: arista networks, datadog, technology stock, 2026, ai infrastructure, cloud computing, networking hardware, software as a service, finance, money, Arista, Tech
- Source: The Motley Fool — https://fool.com/coverage/better-buy/2026/10/21/arista-networks-vs-datadog-which-technology-stock-is-a-better-buy-in-2026
- Author: Sara Appino
- Published: 2026-10-21T14:20:44+00:00
- Read time: 1 min
- Topics: arista networks, datadog, technology stock, 2026, ai infrastructure, cloud computing, networking hardware, software as a service, finance, money
## 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.
## Key takeaway

Arista Networks is the better 2026 tech stock buy due to its infrastructure dominance and strong financials.