Live Report · Updated January 26, 2026

AppLovin vs Arista Networks

This page compares AppLovin and Arista Networks, presenting an overview of their business models, financial performance, and market context. It aims to be neutral, accessible, and informative, helping readers understand how each company operates and its place in the market. Educational content, not financial advice.

Comparison Snapshot

Key Financial Metrics

APP

Metric

ANET

$177.23B

Market Cap

$171.69B

37.91%

Potential Profit

13.56%

Buy

Analyst Rating

Buy

Why It's Moving

Needham upgrades AppLovin to Buy, betting big on e-commerce revenue explosion in 2026.

Needham lifts rating to Buy with $700 target, citing boosted faith in 2026 e-commerce revenue growth.
Axon AI captured key holiday ad spend from e-commerce brands, proving effectiveness beyond gaming and sparking pilot program scaling.
Self-service platform rollout set to onboard thousands of new advertisers, fueling next-phase expansion.

Sentiment:

🐃Bullish

Arista Networks Surges 8.7% as Analysts Spotlight AI Networking Edge and Undervaluation

Analysts highlight Arista's leadership in high-bandwidth, low-latency networking via Etherlink and 7800 platforms, positioning it to capture more AI data center revenue.
Stock deemed 20.5% undervalued at recent close of $129.83, hinging on robust AI adoption and resilient profitability amid hyperscaler demand.
Recent 8.7% single-session gain reflects strength in cloud networking, with Q4 earnings expectations of $0.75 EPS and $2.37B revenue signaling solid growth trajectory.

Sentiment:

🐃Bullish

Needham upgrades AppLovin to Buy, betting big on e-commerce revenue explosion in 2026.

Needham lifts rating to Buy with $700 target, citing boosted faith in 2026 e-commerce revenue growth.
Axon AI captured key holiday ad spend from e-commerce brands, proving effectiveness beyond gaming and sparking pilot program scaling.
Self-service platform rollout set to onboard thousands of new advertisers, fueling next-phase expansion.

Sentiment:

🐃Bullish

Arista Networks Surges 8.7% as Analysts Spotlight AI Networking Edge and Undervaluation

Analysts highlight Arista's leadership in high-bandwidth, low-latency networking via Etherlink and 7800 platforms, positioning it to capture more AI data center revenue.
Stock deemed 20.5% undervalued at recent close of $129.83, hinging on robust AI adoption and resilient profitability amid hyperscaler demand.
Recent 8.7% single-session gain reflects strength in cloud networking, with Q4 earnings expectations of $0.75 EPS and $2.37B revenue signaling solid growth trajectory.

Sentiment:

🐃Bullish

Investment Analysis

AppLovin

APP

Pros

AppLovin reported a 68% year-over-year revenue growth to $1.405 billion in Q3 2025, exceeding consensus estimates.
The company achieved a strong adjusted EBITDA margin of 82% and generated free cash flow of $1.05 billion in the quarter, showing operational efficiency.
AppLovin’s pivot to a pure advertising technology company with AI-driven tools and a fast-scaling self-service platform presents significant growth potential.

Considerations

The stock has experienced recent selling pressure despite a strong bullish trend, indicating some near-term volatility risk.
AppLovin’s high beta of 2.5 suggests it is more volatile than the overall market, increasing investment risk in turbulent conditions.
The company has no dividend, which may deter income-focused investors seeking regular returns.

Arista Networks

ANET

Pros

Arista Networks features strong return on equity, reflecting efficient use of shareholder capital amid robust AI-driven market demand.
The current stock price is supported by technical buy signals, such as MACD and RSI, suggesting positive momentum.
Arista operates in a growing communications equipment sector with a leading market position benefiting from data centre and cloud infrastructure expansion.

Considerations

Recent selling pressure on Arista’s stock indicates potential near-term bearish movement.
The company’s stock, while currently bullish, faces typical cyclicality risks from technology hardware demand fluctuations.
Arista’s moderate price target hikes and cautious analyst stance could suggest tempered growth expectations compared to more aggressive peers.

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