Sélection · IA et semi-conducteurs

AI servers, memory & storage

Par InspectStocksPublished 14 oct. 202617 companies0 follower

Servers, memory chips and drives that fill AI data centres, and the contract makers that assemble them.

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 9B 3C 4D 1

Revenue growing

17 of 17

Free cash flow growing

10 of 17

Median price move, 1 year

+66,6 %

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DELLDell Technologies Inc.
Computer hardwareMarket cap 243,6B $USP/E 21,72
373,55 $US+168,2 %1Y
Since added -34,7 %
A
Croissance et trésorerie
Croissance forte
Business trend
En accélération
Business quality
Contrastée
Getting better
En amélioration
Revenue
151,2B $US+49,0 %
Profit
11,4B $US+135,2 %
Free cash flow
8,6B $US+76,1 %
Discuss
Why it is here: Sells PCs, servers and storage equipment to businesses and consumers
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 servers and storage systems to enterprises
SMCISuper Micro Computer, Inc.
Computer hardwareMarket cap 20,1B $USP/E 6,42
30,42 $US-19,8 %1Y
Since added -22,1 %
C
Croissance et trésorerie
En croissance
Business trend
Stable
Business quality
Contrastée
Getting better
En dégradation
Revenue
54B $US+156,5 %
Profit
3,7B $US+361,2 %
Free cash flow
-6,5B $US-3 081,8 %
Discuss
Why it is here: Builds AI and data-centre servers and storage systems
MUMicron Technology, Inc.
SemiconductorsMarket cap 918,5B $USP/E 10,92
811,82 $US+231,9 %1Y
Since added -14,8 %
A+
Croissance et trésorerie
Croissance forte
Business trend
En accélération
Business quality
Forte
Getting better
En nette amélioration
Revenue
133,2B $US+256,3 %
Profit
85B $US+895,1 %
Free cash flow
59B $US+3 435,0 %
Discuss
Why it is here: Makes DRAM and NAND memory for data-centre, PC, phone and auto customers
SNDKSandisk Corporation
SemiconductorsMarket cap 139,1B $USP/E 7,81
977,41 $US+245,3 %1Y
Since added -34,0 %
A+
Croissance et trésorerie
Croissance forte
Business trend
En accélération
Business quality
Forte
Getting better
En amélioration
Revenue
29B $US+272,4 %
Profit
19,4B $US+1 216,2 %
Free cash flow
17,4B $US+3 265,3 %
Discuss
Why it is here: Makes flash storage products for data centres and PCs
WDCWESTERN DIGITAL CORPORATION
SemiconductorsMarket cap 117,2B $USP/E 12,14
312,98 $US+88,8 %1Y
Since added -17,7 %
A+
Croissance et trésorerie
Croissance forte
Business trend
En accélération
Business quality
Forte
Getting better
En amélioration
Revenue
14,5B $US+43,0 %
Profit
10B $US+288,7 %
Free cash flow
4,3B $US+121,1 %
Discuss
Why it is here: Makes hard disk drives for cloud and PC customers
STXSeagate Technology Holdings plc
SemiconductorsMarket cap 126,7B $USP/E 28,94
551,91 $US+96,0 %1Y
Since added -26,1 %
A+
Croissance et trésorerie
Croissance forte
Business trend
En accélération
Business quality
Forte
Getting better
En nette amélioration
Revenue
13,8B $US+44,4 %
Profit
4,4B $US+156,6 %
Free cash flow
4,2B $US+241,3 %
Discuss
Why it is here: Makes hard drives for cloud data centres and PCs
NTAPNetApp, Inc.
Software infrastructureMarket cap 36B $USP/E 25,82
183,05 $US+66,6 %1Y
Since added -23,4 %
B+
Croissance et trésorerie
Croissance forte
Business trend
Stable
Business quality
Forte
Getting better
En nette amélioration
Revenue
7,4B $US+12,2 %
Profit
1,4B $US+21,1 %
Free cash flow
1,7B $US-0,5 %
Discuss
Why it is here: Sells data storage and data management systems and software
CLSCELESTICA INC.
Electronic componentsMarket cap 30,6B $USP/E 23,00
242,91 $US-27,4 %1Y
Since added -32,1 %
A
Croissance et trésorerie
Croissance forte
Business trend
En accélération
Business quality
Contrastée
Getting better
En amélioration
Revenue
18,2B $US+61,6 %
Profit
1,2B $US+73,8 %
Free cash flow
545,4M $US+37,0 %
Discuss
Why it is here: Builds electronic hardware and data-centre systems for other brands
FLEXFLEX LTD.
Electronic componentsMarket cap 29,2B $USP/E 28,52
78,99 $US+25,5 %1Y
Since added -28,8 %
B
Croissance et trésorerie
Croissance forte
Business trend
En accélération
Business quality
Contrastée
Getting better
En amélioration
Revenue
31B $US+17,5 %
Profit
1B $US+18,4 %
Free cash flow
783M $US-34,3 %
Discuss
Why it is here: Contract manufactures electronics and hardware for other brands
JBLJABIL INC
Electronic componentsMarket cap 26,7B $USP/E 26,55
258,84 $US+21,1 %1Y
Since added -18,6 %
A
Croissance et trésorerie
Croissance forte
Business trend
En accélération
Business quality
Contrastée
Getting better
En amélioration
Revenue
36B $US+20,6 %
Profit
1B $US+58,6 %
Free cash flow
1,4B $US+17,2 %
Discuss
Why it is here: Manufactures electronics and circuit boards for other brands
SANMSanmina Corporation
Electronic componentsMarket cap 8,5B $USP/E 28,50
159,32 $US-6,2 %1Y
Since added -24,8 %
A
Croissance et trésorerie
Croissance forte
Business trend
Stable
Business quality
Contrastée
Getting better
En amélioration
Revenue
14,5B $US+78,7 %
Profit
378M $US+53,7 %
Free cash flow
594,1M $US+62,5 %
Discuss
Why it is here: Provides contract manufacturing of electronics and circuit assemblies
PEverpure, Inc.
Computer hardwareMarket cap 35,5B $USP/E 145,90
106,51 $US+20,2 %1Y
Since added -32,1 %
C
Croissance et trésorerie
En croissance
Business trend
En accélération
Business quality
Contrastée
Getting better
En amélioration
Revenue
4,3B $US+27,2 %
Profit
253,3M $US+82,0 %
Free cash flow
128,2M $US-76,7 %
Discuss
Why it is here: Sells flash-based enterprise data storage systems
PLXSPLEXUS CORP.
Electronic componentsMarket cap 5,7B $USP/E 31,28
212,08 $US+45,0 %1Y
Since added -17,8 %
C
Croissance et trésorerie
En croissance
Business trend
En accélération
Business quality
Contrastée
Getting better
En nette amélioration
Revenue
4B $US+1,8 %
Profit
185,4M $US+14,0 %
Free cash flow
61,9M $US-75,3 %
Discuss
Why it is here: Provides contract design, manufacturing and repair of electronic products for other brands
BHEBENCHMARK ELECTRONICS, INC.
Electronic componentsMarket cap 2,3B $USP/E 42,22
65,02 $US+45,3 %1Y
Since added -17,4 %
B
Croissance et trésorerie
Croissance forte
Business trend
En accélération
Business quality
Contrastée
Getting better
En amélioration
Revenue
3B $US+12,1 %
Profit
56M $US+59,6 %
Free cash flow
116,5M $US+50,8 %
Discuss
Why it is here: Contract manufacturer building electronic equipment for other brands
SIMOSilicon Motion Technology Corporation
SemiconductorsMarket cap 6,2B $USP/E 86,22
183,65 $US+104,6 %1Y
Since added -25,5 %
C+
Croissance et trésorerie
En croissance
Business trend
En accélération
Business quality
Forte
Getting better
En amélioration
Revenue
1,6B $US+104,4 %
Profit
316M $US+227,6 %
Free cash flow
6,3M $US-80,8 %
Discuss
Why it is here: Supplies NAND controllers used in memory storage devices
PENGPENGUIN SOLUTIONS, INC.
Information technology servicesMarket cap 3B $USP/E 18,97
49,32 $US+137,6 %1Y
Since added -37,0 %
D
Croissance et trésorerie
Contrasté
Business trend
Stable
Business quality
Solide
Getting better
Contrasté
Revenue
1,7B $US+26,5 %
Profit
180,6M $US+611,3 %
Free cash flow
-163,5M $US-263,4 %
Discuss
Why it is here: Sells memory modules, AI systems and storage hardware to data-centre customers

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