Arista Networks vs. CrowdStrike: Which Tech Stock Is a Better Buy in 2026?

The article compares Arista Networks and CrowdStrike as investment options in 2026. Arista leads in networking hardware with strong profitability (38% net margin) and zero debt, while CrowdStrike dominates cybersecurity with a subscription model and expects to double revenue to $10 billion by 2030. The author recommends CrowdStrike despite higher valuation multiples, citing growing necessity of cybersecurity in the AI era, though both face competitive pressures.

10/21/2026, 9:37 PM • The Motley Fool

Arista Networks vs. Datadog: Which Technology Stock Is a Better Buy in 2026?

Comparing two AI infrastructure leaders: Arista Networks, which provides physical networking switches for data centers, and Datadog, which offers cloud monitoring software. Arista shows stronger profitability (39% net margin vs. 3.1%) and lower valuation (44.5x forward P/E vs. 102.7x), while Datadog has higher gross margins (79.48% vs. 63%) and strong revenue growth. The author recommends Arista Networks for its essential role in AI infrastructure scaling, though both companies are solid performers in their respective niches.

10/21/2026, 10:20 AM • The Motley Fool

Arista Networks vs. Axon Enterprise: Which Tech Stock Is a Better Buy in 2026?

The article compares two high-growth tech stocks: Arista Networks, a networking infrastructure provider for AI data centers with strong profitability but customer concentration risk, and Axon Enterprise, a public safety technology company with diverse customers and impressive software growth. Despite Arista's higher margins and lower P/E ratio, the author recommends Axon as the better buy in 2026, citing its more attractive PEG ratio of 1.36x versus Arista's 2x, following Axon's 50% stock decline from its 2025 peak.

10/20/2026, 10:56 PM • The Motley Fool

Arista Networks Is Heading for a Big Test on Nov. 3. Here's What Could Send the Stock Soaring.

Arista Networks will report Q3 earnings on Nov. 3, but the key focus should be on Q4 guidance. The AI networking equipment supplier is expected to beat Wall Street's Q4 targets of $3.6B revenue and $1.15 EPS. Strong forward guidance would signal sustained demand for Arista's high-speed networking switches used in AI data centers, potentially driving the stock higher.

10/19/2026, 12:30 PM • The Motley Fool

Not Nvidia. Not Cisco. This Is the AI Networking Stock Quietly Wiring Every Data Center

Arista Networks is emerging as a critical AI infrastructure player by providing high-speed Ethernet switches that solve data center bottlenecks. As AI models grow more demanding, faster networking becomes essential to keep expensive GPUs operating at full capacity. Arista's stock has outperformed both Nvidia and Cisco this year, rising 54%, with strong Q2 results showing 37.7% revenue growth and guidance for continued expansion.

10/15/2026, 7:15 PM • The Motley Fool

Big Tech Will Spend $745 Billion on AI This Year. These Stocks Get Paid on Every Dollar.

Amazon, Alphabet, Microsoft, and Meta are projected to spend $745 billion on capital expenditures this year, primarily for data center infrastructure. Hardware suppliers Nvidia, Broadcom, and Arista Networks are positioned to benefit from this spending through GPU sales, custom AI chips, and networking equipment. Nvidia trades at an attractive 14x forward P/E, Broadcom at 18x with strong AI revenue growth projections, while Arista commands a premium 38x valuation despite deployment risks.

10/15/2026, 7:10 AM • The Motley Fool

Arista Networks vs. International Business Machines: Which Technology Stock Is a Better Buy in 2026?

Arista Networks and IBM represent different investment approaches: Arista offers high growth (38% recent revenue growth) and superior profitability (43% operating margin) with zero debt, but faces customer concentration risk; IBM provides diversified revenue streams across software, consulting, and cloud services with a lower valuation (18x P/E vs. 53x), though it carries higher debt (2.1x debt-to-equity). The author favors Arista for growth-oriented investors, while value investors may prefer IBM.

10/13/2026, 12:15 PM • The Motley Fool

Stock Market Today, Oct. 6: Marvell Stock Is Up as the Company Raises FY2028 Revenue Outlook to $20 Billion

Marvell Technology stock surged 5.81% on October 6, 2026, after the chipmaker raised its FY2028 revenue guidance to $20 billion (up from $18 billion) and announced a FY2031 target of $70-90 billion in sales with EPS of $30+. The strong guidance reflects robust demand for custom AI chips and networking equipment for data centers, supported by Nvidia's $2 billion investment partnership announced earlier in the year.

10/06/2026, 5:10 PM • The Motley Fool

2 AI Networking Stocks That Could Help Make You a Fortune

As the semiconductor market is projected to grow from $796 billion in 2025 to $1.9 trillion by 2027, networking equipment suppliers Arista Networks and Broadcom are positioned for significant growth. Arista's revenue accelerated to 38% year-over-year growth with expanding market share in AI data center switching. Broadcom's AI networking revenue more than doubled, with management projecting AI revenue to reach $230 billion by fiscal 2028. Both stocks offer wealth-building potential despite valuation concerns and dependence on continued AI infrastructure investment.

10/02/2026, 8:07 AM • The Motley Fool

This Dividend King Was Removed From the S&P 100. Here's Why It's a Great Buy for Long-Term Investors Anyway.

Colgate-Palmolive was removed from the S&P 100 index due to its $69 billion market cap being eclipsed by faster-growing AI-driven stocks, but the company remains a solid long-term investment. With 63 consecutive years of dividend increases, a 347% total return over 20 years, and expected 17% EPS CAGR through 2028, the stock offers stability and growth potential despite being a slower-growth consumer staples company.

09/23/2026, 3:15 PM • The Motley Fool

Prediction: Networking Will Be the Next Bottleneck Within the AI Supercycle. 1 Growth Stock to Own.

As AI infrastructure demand surges, networking components are becoming the next supply bottleneck. Goldman Sachs expects optical networking revenue to grow over 10x between 2026-2028. Arista Networks is positioned as a major beneficiary, with its AI networking fabric customer base growing from 4-5 in 2024 to over 100 customers, and revenue expected to reach $3.5 billion from AI deployments in 2026.

09/22/2026, 4:02 PM • The Motley Fool

AI Data Center Interconnect Market Expands as Distributed AI Workloads Drive Demand for High-Speed Optical Connectivity

The global AI Data Center Interconnect Market is projected to grow from USD 12.85 billion in 2025 to USD 53.35 billion by 2035 at a 15.32% CAGR, driven by increasing demand for high-speed, low-latency optical connectivity to support distributed AI workloads. Software-defined networking and coherent optical technology are the fastest-growing segments, while North America leads with 38.47% market share and Asia Pacific shows the highest growth potential at 17.30% CAGR.

09/22/2026, 2:30 AM • GlobeNewswire

Arista Networks (ANET) Surpasses Market Returns: Some Facts Worth Knowing

Arista Networks (ANET) outperformed the market, closing at $205.00 with a 2.81% gain, surpassing the S&P 500's 1.49% gain. The cloud networking company has gained 5.69% over the last month. Analysts project strong growth with EPS expected to increase 41.33% and revenue up 43.57% year-over-year. ANET holds a Zacks Rank #1 (Strong Buy) rating, though it trades at a premium valuation with a Forward P/E of 49.35 compared to the industry average of 20.21.

09/21/2026, 5:45 PM • Zacks

2 Superior AI Infrastructure Stocks to Buy and Hold for 10 Years

The article recommends Arista Networks and Vertiv Holdings as long-term AI infrastructure plays beyond chip stocks. Arista provides networking solutions and data switching for AI systems, while Vertiv supplies power and cooling equipment for data centers. Both companies are positioned to benefit from the structural growth of AI infrastructure over the next decade.

09/20/2026, 4:37 PM • The Motley Fool

Nike Is Being Deleted From the S&P 100. Is Its Seat in the Dow Jones Industrial Average in Jeopardy?

Nike has been removed from the S&P 100 effective September 21 as part of quarterly rebalancing, marking a significant decline for the company. With stock prices at 12-year lows, declining revenue and earnings, and operating margins plummeting, Nike is now the lowest-ranked component in the Dow Jones Industrial Average, putting its membership in jeopardy. The article suggests investors should wait for concrete signs of a sustained turnaround before buying the stock.

09/12/2026, 5:15 AM • The Motley Fool