Curata · IA e semiconduttori

AI networking & optics

Di InspectStocksPublished 14 ott 202620 companies0 followers

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

Raggruppate con l’aiuto di un modello di IA e riviste dalla nostra redazione. La riga sotto ogni azienda spiega perché è qui.

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Schede Fasce

I prezzi delle azioni sono quelli di chiusura del 11 nov 2026, dal feed della borsa 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 USDP/E 52,87
196,68 USD+45,7%1Y
Since added -3,8%
A+
Crescita e cassa
Cresce con forza
Business trend
In accelerazione
Business quality
Forte
Getting better
Misto
Revenue
11,9B USD+40,7%
Profit
4,8B USD+41,6%
Free cash flow
4,3B USD+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 USDP/E 26,81
100,82 USD+38,8%1Y
Since added -12,4%
C+
Crescita e cassa
In crescita
Business trend
Stabile
Business quality
Forte
Getting better
In miglioramento
Revenue
67B USD+16,1%
Profit
15B USD+44,8%
Free cash flow
12,8B USD-3,9%
Discuss
Why it is here: Sells networking equipment to businesses and cloud providers
CIENCiena Corp
Communication equipmentMarket cap 42B USDP/E 66,09
296,09 USD+41,3%1Y
Since added -26,0%
A+
Crescita e cassa
Cresce con forza
Business trend
Stabile
Business quality
Forte
Getting better
In miglioramento
Revenue
6B USD+32,6%
Profit
654,4M USD+364,5%
Free cash flow
814,4M USD+34,5%
Discuss
Why it is here: Makes optical transport and coherent optical modules for networks
LITELumentum Holdings Inc.
Communication equipmentMarket cap 58,8B USDNo P/E
647,85 USD+155,2%1Y
Since added -34,4%
A
Crescita e cassa
Cresce con forza
Business trend
Stabile
Business quality
Mista
Getting better
In miglioramento
Revenue
3,7B USD+103,2%
Profit
-6,6B USD-5948,0%
Free cash flow
356,3M USD+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 USDP/E 48,54
234,44 USD+49,6%1Y
Since added -19,2%
D
Crescita e cassa
Misto
Business trend
In accelerazione
Business quality
Mista
Getting better
In miglioramento
Revenue
7,9B USD+30,8%
Profit
963,3M USD+285,6%
Free cash flow
-1,8B USD-2585,4%
Discuss
Why it is here: Makes lasers and optical data links for data centres and networks
GLWCORNING INC /NY
Electronic componentsMarket cap 103,7B USDP/E 48,74
120,38 USD+36,4%1Y
Since added -18,9%
A+
Crescita e cassa
Cresce con forza
Business trend
In accelerazione
Business quality
Forte
Getting better
In miglioramento
Revenue
17,7B USD+18,8%
Profit
2,2B USD+57,4%
Free cash flow
2,5B USD+111,8%
Discuss
Why it is here: Makes optical fibre and cable for communications networks
FNFABRINET
Electronic componentsMarket cap 13,2B USDP/E 27,83
368,79 USD-17,6%1Y
Since added -13,9%
D
Crescita e cassa
Misto
Business trend
In accelerazione
Business quality
Mista
Getting better
Misto
Revenue
5,1B USD+43,0%
Profit
480,6M USD+36,9%
Free cash flow
-190,5M USD-194,5%
Discuss
Why it is here: Builds optical communications modules and components under contract
APHAMPHENOL CORPORATION
Electronic componentsMarket cap 195,8B USDP/E 15,83
79,31 USD+12,5%1Y
Since added -7,7%
A+
Crescita e cassa
Cresce con forza
Business trend
In accelerazione
Business quality
Forte
Getting better
In miglioramento
Revenue
33B USD+57,6%
Profit
5,9B USD+55,2%
Free cash flow
5,1B USD+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 USDNessun P/E (perdita operativa)
55,80 USD+133,1%1Y
Since added -43,0%
D-
Crescita e cassa
Misto
Business trend
In accelerazione
Business quality
Debole
Getting better
Misto
Revenue
747,2M USD+77,2%
Profit
-32,8M USD+79,0%
Free cash flow
-417,9M USD-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 USDP/E 50,14
141,39 USD-11,8%1Y
Since added -28,7%
A+
Crescita e cassa
Cresce con forza
Business trend
Stabile
Business quality
Forte
Getting better
In miglioramento
Revenue
1,6B USD+165,1%
Profit
538,3M USD+330,2%
Free cash flow
438,6M USD+369,2%
Discuss
Why it is here: Designs high-speed connectivity chips and cables for data centres
ALABAstera Labs, Inc.
SemiconductorsMarket cap 40,4B USDP/E 91,98
230,86 USD+46,3%1Y
Since added -29,0%
A+
Crescita e cassa
Cresce con forza
Business trend
In accelerazione
Business quality
Forte
Getting better
In miglioramento
Revenue
1,6B USD+115,2%
Profit
461,3M USD+132,0%
Free cash flow
344,7M USD+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 USDP/E 26,04
50,25 USD+117,8%1Y
Since added -27,0%
A
Crescita e cassa
Cresce con forza
Business trend
In accelerazione
Business quality
Mista
Getting better
In miglioramento
Revenue
41,9B USD+26,6%
Profit
2,8B USD+123,6%
Free cash flow
4,2B USD+1747,1%
Discuss
Why it is here: Sells switches and wireless networking equipment
AVGOBroadcom Inc.
SemiconductorsMarket cap 1,65T USDP/E 44,07
345,52 USD-2,0%1Y
Since added -3,3%
A+
Crescita e cassa
Cresce con forza
Business trend
In accelerazione
Business quality
Forte
Getting better
Migliora nettamente
Revenue
89,1B USD+48,7%
Profit
38,3B USD+102,1%
Free cash flow
39,4B USD+58,1%
Discuss
Why it is here: Sells networking and custom AI chips for data centres
MRVLMARVELL TECHNOLOGY, INC
SemiconductorsMarket cap 148B USDP/E 55,72
168,82 USD+89,3%1Y
Since added -37,2%
A+
Crescita e cassa
Cresce con forza
Business trend
Stabile
Business quality
Forte
Getting better
In miglioramento
Revenue
9,5B USD+30,6%
Profit
2,6B USD+2653,1%
Free cash flow
1,7B USD+12,8%
Discuss
Why it is here: Designs data-centre interconnect and custom silicon chips
NVDANVIDIA CORP
SemiconductorsMarket cap 4,19T USDP/E 21,98
173,85 USD-10,1%1Y
Since added -23,9%
A+
Crescita e cassa
Cresce con forza
Business trend
In accelerazione
Business quality
Forte
Getting better
Misto
Revenue
303B USD+83,4%
Profit
192,9B USD+122,7%
Free cash flow
127B USD+76,3%
Discuss
Why it is here: Sells networking and interconnect products for AI data centres
TELTE CONNECTIVITY PLC
Electronic componentsMarket cap 62,9B USDP/E 19,84
219,42 USD-10,0%1Y
Since added +1,6%
A+
Crescita e cassa
Cresce con forza
Business trend
Stabile
Business quality
Forte
Getting better
Migliora nettamente
Revenue
19,9B USD+15,2%
Profit
3,3B USD+76,6%
Free cash flow
3,4B USD+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 USDP/E 79,55
249,79 USD+46,2%1Y
Since added -19,0%
A+
Crescita e cassa
Cresce con forza
Business trend
In accelerazione
Business quality
Forte
Getting better
In miglioramento
Revenue
1,3B USD+37,3%
Profit
335,3M USD+718,4%
Free cash flow
204,1M USD+1,8%
Discuss
Why it is here: Sells optical driver and photonic chips for data networks
SMTCSemtech Corporation
SemiconductorsMarket cap 11,7B USDNo P/E
125,22 USD+74,6%1Y
Since added -27,5%
B
Crescita e cassa
Cresce con forza
Business trend
In rallentamento
Business quality
Mista
Getting better
In miglioramento
Revenue
1,1B USD+14,2%
Profit
-33,2M USD+72,2%
Free cash flow
173,2M USD+122,9%
Discuss
Why it is here: Designs analog and optical-driver chips for data centres
VIAVViavi Solutions Inc.
Communication equipmentMarket cap 8,1B USDP/E 126,87
32,99 USD+85,2%1Y
Since added -20,1%
A
Crescita e cassa
Cresce con forza
Business trend
Stabile
Business quality
Mista
Getting better
In miglioramento
Revenue
1,7B USD+47,4%
Profit
67M USD+340,8%
Free cash flow
153M USD+95,4%
Discuss
Why it is here: Makes optical filters and components
TTMITTM TECHNOLOGIES, INC.
Electronic componentsMarket cap 8,3B USDP/E 31,46
78,66 USD+11,6%1Y
Since added -32,2%
B
Crescita e cassa
Cresce con forza
Business trend
In accelerazione
Business quality
Mista
Getting better
In miglioramento
Revenue
3,8B USD+37,6%
Profit
268,5M USD+103,5%
Free cash flow
14,8M USD-58,7%
Discuss
Why it is here: Makes printed circuit boards for aerospace, defence and data-centre customers

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