Data source: Company filings. Data as of Aug. 7, 2026. <\/p>\n
Foolish Take <\/p>\n
A look at the revenue trends of Arista Networks and Arm Holdings provides investors with key insights. The former’s consistent quarter-over-quarter sales growth indicates the strong demand it’s seeing for its offerings, thanks to the rapid expansion of the artificial intelligence<\/a> sector. <\/p>\n Arm is experiencing a more typical year-over-year growth trajectory as its tech focus has been historically around mobile devices. The company has now expanded into solutions for AI-centric data centers. Its data center royalties more than doubled year over year in the second quarter, indicating rising demand for its solutions in this market. Now that Arm is pivoting more towards AI, its sales growth should start to look different from the trend seen over recent quarters. <\/p>\n Even so, Arm stock has fallen since shares hit a 52-week high of $452.70 in June as investors took profits. Despite the price drop, Arm’s valuation remains elevated at a forward price-to-earnings ratio of 128. <\/p>\n Arista Networks had a spectacular second quarter as revenue hit $3 billion for the first time. That contributed to shares reaching a 52-week high of $214.89 in August. <\/p>\n Should you buy stock in Arista Networks right now? <\/p>\n Before you buy stock in Arista Networks, consider this: <\/p>\n The Motley Fool Stock Advisor analyst team just identified what they believe are the\u00a010 best stocks<\/a> for investors to buy now\u2026 and Arista Networks wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. <\/p>\n Consider when Netflix made this list on December 17, 2004… if you invested $1,000 at the time of our recommendation,\u00a0you’d have $399,832!* Or when Nvidia made this list on April 15, 2005… if you invested $1,000 at the time of our recommendation, you’d have $1,374,595!* <\/p>\n Now, it’s worth noting\u00a0Stock Advisor’s total average return is 968% \u2014 a market-crushing outperformance compared to 215% for the S&P 500.\u00a0Don’t miss the latest top 10 list, available with\u00a0Stock Advisor, and join an investing community built by individual investors for individual investors. <\/p>\n See the 10 stocks \u00bb<\/a> <\/p>\n *Stock Advisor returns as of August 9, 2026. <\/p>\n Robert Izquierdo<\/a> has positions in Arista Networks and Arm Holdings. The Motley Fool has positions in and recommends Arista Networks and Arm Holdings. The Motley Fool has a disclosure policy<\/a>. <\/p>\n