AI networking & optics
Switches, optical modules, lasers and connectors that move data between AI servers.
Agrupadas con ayuda de un modelo de IA y revisadas por nuestros editores. La línea bajo cada empresa explica por qué está aquí.
Los precios de las acciones son el cierre del 11 nov 2026, del feed de la bolsa IEX.
Grade mix
A 14B 2C 1D 3
Revenue growing
20 of 20
Free cash flow growing
15 of 20
Median price move, 1 year
+43,5 %
ANETArista Networks, Inc.Computer hardwareMarket cap 248,5B US$P/E 52,87
196,68 US$+45,7 %1YSince added -3,8 %
A+- Crecimiento y caja
- Creciendo con fuerza
- Business trend
- Acelerando
- Business quality
- Fuerte
- Getting better
- Mixto
Revenue
11,9B US$+40,7 %Profit
4,8B US$+41,6 %Free cash flow
4,3B US$+15,7 %Why it is here: Sells network switches and routers to cloud and AI data centres
CSCOCISCO SYSTEMS, INC.Communication equipmentMarket cap 397,5B US$P/E 26,81
100,82 US$+38,8 %1YSince added -12,4 %
C+- Crecimiento y caja
- Creciendo
- Business trend
- Estable
- Business quality
- Fuerte
- Getting better
- Mejorando
Revenue
67B US$+16,1 %Profit
15B US$+44,8 %Free cash flow
12,8B US$-3,9 %Why it is here: Sells networking equipment to businesses and cloud providers
CIENCiena CorpCommunication equipmentMarket cap 42B US$P/E 66,09
296,09 US$+41,3 %1YSince added -26,0 %
A+- Crecimiento y caja
- Creciendo con fuerza
- Business trend
- Estable
- Business quality
- Fuerte
- Getting better
- Mejorando
Revenue
6B US$+32,6 %Profit
654,4M US$+364,5 %Free cash flow
814,4M US$+34,5 %Why it is here: Makes optical transport and coherent optical modules for networks
LITELumentum Holdings Inc.Communication equipmentMarket cap 58,8B US$No P/E
647,85 US$+155,2 %1YSince added -34,4 %
A- Crecimiento y caja
- Creciendo con fuerza
- Business trend
- Estable
- Business quality
- Mixta
- Getting better
- Mejorando
Revenue
3,7B US$+103,2 %Profit
-6,6B US$-5948,0 %Free cash flow
356,3M US$+502,6 %Why it is here: Makes lasers and optical transceiver components for networks and data centres
COHRCoherent Corp.Scientific and technical instrumentsMarket cap 46,2B US$P/E 48,54
234,44 US$+49,6 %1YSince added -19,2 %
D- Crecimiento y caja
- Mixto
- Business trend
- Acelerando
- Business quality
- Mixta
- Getting better
- Mejorando
Revenue
7,9B US$+30,8 %Profit
963,3M US$+285,6 %Free cash flow
-1,8B US$-2585,4 %Why it is here: Makes lasers and optical data links for data centres and networks
GLWCORNING INC /NYElectronic componentsMarket cap 103,7B US$P/E 48,74
120,38 US$+36,4 %1YSince added -18,9 %
A+- Crecimiento y caja
- Creciendo con fuerza
- Business trend
- Acelerando
- Business quality
- Fuerte
- Getting better
- Mejorando
Revenue
17,7B US$+18,8 %Profit
2,2B US$+57,4 %Free cash flow
2,5B US$+111,8 %Why it is here: Makes optical fibre and cable for communications networks
FNFABRINETElectronic componentsMarket cap 13,2B US$P/E 27,83
368,79 US$-17,6 %1YSince added -13,9 %
D- Crecimiento y caja
- Mixto
- Business trend
- Acelerando
- Business quality
- Mixta
- Getting better
- Mixto
Revenue
5,1B US$+43,0 %Profit
480,6M US$+36,9 %Free cash flow
-190,5M US$-194,5 %Why it is here: Builds optical communications modules and components under contract
APHAMPHENOL CORPORATIONElectronic componentsMarket cap 195,8B US$P/E 15,83
79,31 US$+12,5 %1YSince added -7,7 %
A+- Crecimiento y caja
- Creciendo con fuerza
- Business trend
- Acelerando
- Business quality
- Fuerte
- Getting better
- Mejorando
Revenue
33B US$+57,6 %Profit
5,9B US$+55,2 %Free cash flow
5,1B US$+44,0 %Why it is here: Makes connectors, sensors and interconnect systems for electronics and industrial customers
AAOIApplied Optoelectronics, Inc.Communication equipmentMarket cap 5,1B US$Sin PER (pérdida operativa)
55,80 US$+133,1 %1YSince added -43,0 %
D-- Crecimiento y caja
- Mixto
- Business trend
- Acelerando
- Business quality
- Débil
- Getting better
- Mixto
Revenue
747,2M US$+77,2 %Profit
-32,8M US$+79,0 %Free cash flow
-417,9M US$-164,5 %Why it is here: Makes optical transceivers and fibre-optic components for data centres and cable networks
CRDOCredo Technology Group Holding LtdSemiconductorsMarket cap 26,6B US$P/E 50,14
141,39 US$-11,8 %1YSince added -28,7 %
A+- Crecimiento y caja
- Creciendo con fuerza
- Business trend
- Estable
- Business quality
- Fuerte
- Getting better
- Mejorando
Revenue
1,6B US$+165,1 %Profit
538,3M US$+330,2 %Free cash flow
438,6M US$+369,2 %Why it is here: Designs high-speed connectivity chips and cables for data centres
ALABAstera Labs, Inc.SemiconductorsMarket cap 40,4B US$P/E 91,98
230,86 US$+46,3 %1YSince added -29,0 %
A+- Crecimiento y caja
- Creciendo con fuerza
- Business trend
- Acelerando
- Business quality
- Fuerte
- Getting better
- Mejorando
Revenue
1,6B US$+115,2 %Profit
461,3M US$+132,0 %Free cash flow
344,7M US$+50,2 %Why it is here: Designs connectivity chips for AI and cloud data-centre interconnect
HPEHEWLETT PACKARD ENTERPRISE COMPANYCommunication equipmentMarket cap 66,7B US$P/E 26,04
50,25 US$+117,8 %1YSince added -27,0 %
A- Crecimiento y caja
- Creciendo con fuerza
- Business trend
- Acelerando
- Business quality
- Mixta
- Getting better
- Mejorando
Revenue
41,9B US$+26,6 %Profit
2,8B US$+123,6 %Free cash flow
4,2B US$+1747,1 %Why it is here: Sells switches and wireless networking equipment
AVGOBroadcom Inc.SemiconductorsMarket cap 1,65T US$P/E 44,07
345,52 US$-2,0 %1YSince added -3,3 %
A+- Crecimiento y caja
- Creciendo con fuerza
- Business trend
- Acelerando
- Business quality
- Fuerte
- Getting better
- Mejorando con fuerza
Revenue
89,1B US$+48,7 %Profit
38,3B US$+102,1 %Free cash flow
39,4B US$+58,1 %Why it is here: Sells networking and custom AI chips for data centres
MRVLMARVELL TECHNOLOGY, INCSemiconductorsMarket cap 148B US$P/E 55,72
168,82 US$+89,3 %1YSince added -37,2 %
A+- Crecimiento y caja
- Creciendo con fuerza
- Business trend
- Estable
- Business quality
- Fuerte
- Getting better
- Mejorando
Revenue
9,5B US$+30,6 %Profit
2,6B US$+2653,1 %Free cash flow
1,7B US$+12,8 %Why it is here: Designs data-centre interconnect and custom silicon chips
NVDANVIDIA CORPSemiconductorsMarket cap 4,19T US$P/E 21,98
173,85 US$-10,1 %1YSince added -23,9 %
A+- Crecimiento y caja
- Creciendo con fuerza
- Business trend
- Acelerando
- Business quality
- Fuerte
- Getting better
- Mixto
Revenue
303B US$+83,4 %Profit
192,9B US$+122,7 %Free cash flow
127B US$+76,3 %Why it is here: Sells networking and interconnect products for AI data centres
TELTE CONNECTIVITY PLCElectronic componentsMarket cap 62,9B US$P/E 19,84
219,42 US$-10,0 %1YSince added +1,6 %
A+- Crecimiento y caja
- Creciendo con fuerza
- Business trend
- Estable
- Business quality
- Fuerte
- Getting better
- Mejorando con fuerza
Revenue
19,9B US$+15,2 %Profit
3,3B US$+76,6 %Free cash flow
3,4B US$+6,2 %Why it is here: Makes connectors, sensors and interconnect components for industrial, auto and electronics customers
MTSIMACOM Technology Solutions Holdings, Inc.SemiconductorsMarket cap 19,1B US$P/E 79,55
249,79 US$+46,2 %1YSince added -19,0 %
A+- Crecimiento y caja
- Creciendo con fuerza
- Business trend
- Acelerando
- Business quality
- Fuerte
- Getting better
- Mejorando
Revenue
1,3B US$+37,3 %Profit
335,3M US$+718,4 %Free cash flow
204,1M US$+1,8 %Why it is here: Sells optical driver and photonic chips for data networks
SMTCSemtech CorporationSemiconductorsMarket cap 11,7B US$No P/E
125,22 US$+74,6 %1YSince added -27,5 %
B- Crecimiento y caja
- Creciendo con fuerza
- Business trend
- Desacelerando
- Business quality
- Mixta
- Getting better
- Mejorando
Revenue
1,1B US$+14,2 %Profit
-33,2M US$+72,2 %Free cash flow
173,2M US$+122,9 %Why it is here: Designs analog and optical-driver chips for data centres
VIAVViavi Solutions Inc.Communication equipmentMarket cap 8,1B US$P/E 126,87
32,99 US$+85,2 %1YSince added -20,1 %
A- Crecimiento y caja
- Creciendo con fuerza
- Business trend
- Estable
- Business quality
- Mixta
- Getting better
- Mejorando
Revenue
1,7B US$+47,4 %Profit
67M US$+340,8 %Free cash flow
153M US$+95,4 %Why it is here: Makes optical filters and components
TTMITTM TECHNOLOGIES, INC.Electronic componentsMarket cap 8,3B US$P/E 31,46
78,66 US$+11,6 %1YSince added -32,2 %
B- Crecimiento y caja
- Creciendo con fuerza
- Business trend
- Acelerando
- Business quality
- Mixta
- Getting better
- Mejorando
Revenue
3,8B US$+37,6 %Profit
268,5M US$+103,5 %Free cash flow
14,8M US$-58,7 %Why it is here: Makes printed circuit boards for aerospace, defence and data-centre customers
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