Arista vs Palantir 2026 Tech Outlook | Business and Finance News

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Recorded19 Aug 2026

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In 2026, tech stocks Arista Networks and Palantir Technologies shine with strong growth—but very different profiles. Arista, the networking hardware giant, raked in $9B in revenue (up 28%) and $3.5B profit, debt-free and flush with $4B in free cash flow. Palantir, the AI-driven data software powerhouse, surged even faster—$4.5B in revenue (56% growth) and $1.6B net income on a 36% margin, also debt-free but with cash flow skewed by stock compensation. Both face risks: Arista’s heavy reliance on big clients and key suppliers; Palantir’s customer concentration and cloud provider dependence. Yet Palantir trades at a much higher valuation multiple than Arista, making them compelling—but very different—investment plays in the evolving tech landscape. Listen in comfort:Get a discount on a Soli Pillow: http://solipillow.com/discount/dnn. Advertise on DNN:[email protected] This is an automated, high-level news summary based on public reporting.Report issues to [email protected]. View sources & latest updates:https://sources.thednn.ai/b76ef09579a613c2

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