Sélection · IA et semi-conducteurs

AI networking & optics

Par InspectStocksPublished 14 oct. 202620 companies0 follower

Switches, optical modules, lasers and connectors that move data between AI servers.

Regroupées avec l’aide d’un modèle d’IA et relues par notre rédaction. La ligne sous chaque entreprise indique pourquoi elle figure ici.

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Les cours sont ceux de la clôture du 11 nov. 2026, issus du flux de la bourse 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 %

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ANETArista Networks, Inc.
Computer hardwareMarket cap 248,5B $USP/E 52,87
196,68 $US+45,7 %1Y
Since added -3,8 %
A+
Croissance et trésorerie
Croissance forte
Business trend
En accélération
Business quality
Forte
Getting better
Contrasté
Revenue
11,9B $US+40,7 %
Profit
4,8B $US+41,6 %
Free cash flow
4,3B $US+15,7 %
Discuss
Why it is here: Sells network switches and routers to cloud and AI data centres
CSCOCISCO SYSTEMS, INC.
Communication equipmentMarket cap 397,5B $USP/E 26,81
100,82 $US+38,8 %1Y
Since added -12,4 %
C+
Croissance et trésorerie
En croissance
Business trend
Stable
Business quality
Forte
Getting better
En amélioration
Revenue
67B $US+16,1 %
Profit
15B $US+44,8 %
Free cash flow
12,8B $US-3,9 %
Discuss
Why it is here: Sells networking equipment to businesses and cloud providers
CIENCiena Corp
Communication equipmentMarket cap 42B $USP/E 66,09
296,09 $US+41,3 %1Y
Since added -26,0 %
A+
Croissance et trésorerie
Croissance forte
Business trend
Stable
Business quality
Forte
Getting better
En amélioration
Revenue
6B $US+32,6 %
Profit
654,4M $US+364,5 %
Free cash flow
814,4M $US+34,5 %
Discuss
Why it is here: Makes optical transport and coherent optical modules for networks
LITELumentum Holdings Inc.
Communication equipmentMarket cap 58,8B $USNo P/E
647,85 $US+155,2 %1Y
Since added -34,4 %
A
Croissance et trésorerie
Croissance forte
Business trend
Stable
Business quality
Contrastée
Getting better
En amélioration
Revenue
3,7B $US+103,2 %
Profit
-6,6B $US-5 948,0 %
Free cash flow
356,3M $US+502,6 %
Discuss
Why it is here: Makes lasers and optical transceiver components for networks and data centres
COHRCoherent Corp.
Scientific and technical instrumentsMarket cap 46,2B $USP/E 48,54
234,44 $US+49,6 %1Y
Since added -19,2 %
D
Croissance et trésorerie
Contrasté
Business trend
En accélération
Business quality
Contrastée
Getting better
En amélioration
Revenue
7,9B $US+30,8 %
Profit
963,3M $US+285,6 %
Free cash flow
-1,8B $US-2 585,4 %
Discuss
Why it is here: Makes lasers and optical data links for data centres and networks
GLWCORNING INC /NY
Electronic componentsMarket cap 103,7B $USP/E 48,74
120,38 $US+36,4 %1Y
Since added -18,9 %
A+
Croissance et trésorerie
Croissance forte
Business trend
En accélération
Business quality
Forte
Getting better
En amélioration
Revenue
17,7B $US+18,8 %
Profit
2,2B $US+57,4 %
Free cash flow
2,5B $US+111,8 %
Discuss
Why it is here: Makes optical fibre and cable for communications networks
FNFABRINET
Electronic componentsMarket cap 13,2B $USP/E 27,83
368,79 $US-17,6 %1Y
Since added -13,9 %
D
Croissance et trésorerie
Contrasté
Business trend
En accélération
Business quality
Contrastée
Getting better
Contrasté
Revenue
5,1B $US+43,0 %
Profit
480,6M $US+36,9 %
Free cash flow
-190,5M $US-194,5 %
Discuss
Why it is here: Builds optical communications modules and components under contract
APHAMPHENOL CORPORATION
Electronic componentsMarket cap 195,8B $USP/E 15,83
79,31 $US+12,5 %1Y
Since added -7,7 %
A+
Croissance et trésorerie
Croissance forte
Business trend
En accélération
Business quality
Forte
Getting better
En amélioration
Revenue
33B $US+57,6 %
Profit
5,9B $US+55,2 %
Free cash flow
5,1B $US+44,0 %
Discuss
Why it is here: Makes connectors, sensors and interconnect systems for electronics and industrial customers
AAOIApplied Optoelectronics, Inc.
Communication equipmentMarket cap 5,1B $USPas de PER (perte d’exploitation)
55,80 $US+133,1 %1Y
Since added -43,0 %
D-
Croissance et trésorerie
Contrasté
Business trend
En accélération
Business quality
Faible
Getting better
Contrasté
Revenue
747,2M $US+77,2 %
Profit
-32,8M $US+79,0 %
Free cash flow
-417,9M $US-164,5 %
Discuss
Why it is here: Makes optical transceivers and fibre-optic components for data centres and cable networks
CRDOCredo Technology Group Holding Ltd
SemiconductorsMarket cap 26,6B $USP/E 50,14
141,39 $US-11,8 %1Y
Since added -28,7 %
A+
Croissance et trésorerie
Croissance forte
Business trend
Stable
Business quality
Forte
Getting better
En amélioration
Revenue
1,6B $US+165,1 %
Profit
538,3M $US+330,2 %
Free cash flow
438,6M $US+369,2 %
Discuss
Why it is here: Designs high-speed connectivity chips and cables for data centres
ALABAstera Labs, Inc.
SemiconductorsMarket cap 40,4B $USP/E 91,98
230,86 $US+46,3 %1Y
Since added -29,0 %
A+
Croissance et trésorerie
Croissance forte
Business trend
En accélération
Business quality
Forte
Getting better
En amélioration
Revenue
1,6B $US+115,2 %
Profit
461,3M $US+132,0 %
Free cash flow
344,7M $US+50,2 %
Discuss
Why it is here: Designs connectivity chips for AI and cloud data-centre interconnect
HPEHEWLETT PACKARD ENTERPRISE COMPANY
Communication equipmentMarket cap 66,7B $USP/E 26,04
50,25 $US+117,8 %1Y
Since added -27,0 %
A
Croissance et trésorerie
Croissance forte
Business trend
En accélération
Business quality
Contrastée
Getting better
En amélioration
Revenue
41,9B $US+26,6 %
Profit
2,8B $US+123,6 %
Free cash flow
4,2B $US+1 747,1 %
Discuss
Why it is here: Sells switches and wireless networking equipment
AVGOBroadcom Inc.
SemiconductorsMarket cap 1,65T $USP/E 44,07
345,52 $US-2,0 %1Y
Since added -3,3 %
A+
Croissance et trésorerie
Croissance forte
Business trend
En accélération
Business quality
Forte
Getting better
En nette amélioration
Revenue
89,1B $US+48,7 %
Profit
38,3B $US+102,1 %
Free cash flow
39,4B $US+58,1 %
Discuss
Why it is here: Sells networking and custom AI chips for data centres
MRVLMARVELL TECHNOLOGY, INC
SemiconductorsMarket cap 148B $USP/E 55,72
168,82 $US+89,3 %1Y
Since added -37,2 %
A+
Croissance et trésorerie
Croissance forte
Business trend
Stable
Business quality
Forte
Getting better
En amélioration
Revenue
9,5B $US+30,6 %
Profit
2,6B $US+2 653,1 %
Free cash flow
1,7B $US+12,8 %
Discuss
Why it is here: Designs data-centre interconnect and custom silicon chips
NVDANVIDIA CORP
SemiconductorsMarket cap 4,19T $USP/E 21,98
173,85 $US-10,1 %1Y
Since added -23,9 %
A+
Croissance et trésorerie
Croissance forte
Business trend
En accélération
Business quality
Forte
Getting better
Contrasté
Revenue
303B $US+83,4 %
Profit
192,9B $US+122,7 %
Free cash flow
127B $US+76,3 %
Discuss
Why it is here: Sells networking and interconnect products for AI data centres
TELTE CONNECTIVITY PLC
Electronic componentsMarket cap 62,9B $USP/E 19,84
219,42 $US-10,0 %1Y
Since added +1,6 %
A+
Croissance et trésorerie
Croissance forte
Business trend
Stable
Business quality
Forte
Getting better
En nette amélioration
Revenue
19,9B $US+15,2 %
Profit
3,3B $US+76,6 %
Free cash flow
3,4B $US+6,2 %
Discuss
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 $USP/E 79,55
249,79 $US+46,2 %1Y
Since added -19,0 %
A+
Croissance et trésorerie
Croissance forte
Business trend
En accélération
Business quality
Forte
Getting better
En amélioration
Revenue
1,3B $US+37,3 %
Profit
335,3M $US+718,4 %
Free cash flow
204,1M $US+1,8 %
Discuss
Why it is here: Sells optical driver and photonic chips for data networks
SMTCSemtech Corporation
SemiconductorsMarket cap 11,7B $USNo P/E
125,22 $US+74,6 %1Y
Since added -27,5 %
B
Croissance et trésorerie
Croissance forte
Business trend
En ralentissement
Business quality
Contrastée
Getting better
En amélioration
Revenue
1,1B $US+14,2 %
Profit
-33,2M $US+72,2 %
Free cash flow
173,2M $US+122,9 %
Discuss
Why it is here: Designs analog and optical-driver chips for data centres
VIAVViavi Solutions Inc.
Communication equipmentMarket cap 8,1B $USP/E 126,87
32,99 $US+85,2 %1Y
Since added -20,1 %
A
Croissance et trésorerie
Croissance forte
Business trend
Stable
Business quality
Contrastée
Getting better
En amélioration
Revenue
1,7B $US+47,4 %
Profit
67M $US+340,8 %
Free cash flow
153M $US+95,4 %
Discuss
Why it is here: Makes optical filters and components
TTMITTM TECHNOLOGIES, INC.
Electronic componentsMarket cap 8,3B $USP/E 31,46
78,66 $US+11,6 %1Y
Since added -32,2 %
B
Croissance et trésorerie
Croissance forte
Business trend
En accélération
Business quality
Contrastée
Getting better
En amélioration
Revenue
3,8B $US+37,6 %
Profit
268,5M $US+103,5 %
Free cash flow
14,8M $US-58,7 %
Discuss
Why it is here: Makes printed circuit boards for aerospace, defence and data-centre customers

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