AI networking & optics
Switches, optical modules, lasers and connectors that move data between AI servers.
AI モデルの助けを借りてグループ分けし、編集部が確認しました。各企業の下の一行が、ここに入っている理由を説明します。
株価は2026年11月11日の終値です（IEX取引所のデータ）。
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 $248.5BP/E 52.87
$196.68+45.7%1YSince added -3.8%
A+- 成長と現金
- 力強く成長
- Business trend
- 加速
- Business quality
- 高い
- Getting better
- まちまち
Revenue
$11.9B+40.7%Profit
$4.8B+41.6%Free cash flow
$4.3B+15.7%Why it is here: Sells network switches and routers to cloud and AI data centres
CSCOCISCO SYSTEMS, INC.Communication equipmentMarket cap $397.5BP/E 26.81
$100.82+38.8%1YSince added -12.4%
C+- 成長と現金
- 成長中
- Business trend
- 安定
- Business quality
- 高い
- Getting better
- 改善中
Revenue
$67B+16.1%Profit
$15B+44.8%Free cash flow
$12.8B-3.9%Why it is here: Sells networking equipment to businesses and cloud providers
CIENCiena CorpCommunication equipmentMarket cap $42BP/E 66.09
$296.09+41.3%1YSince added -26.0%
A+- 成長と現金
- 力強く成長
- Business trend
- 安定
- Business quality
- 高い
- Getting better
- 改善中
Revenue
$6B+32.6%Profit
$654.4M+364.5%Free cash flow
$814.4M+34.5%Why it is here: Makes optical transport and coherent optical modules for networks
LITELumentum Holdings Inc.Communication equipmentMarket cap $58.8BNo P/E
$647.85+155.2%1YSince added -34.4%
A- 成長と現金
- 力強く成長
- Business trend
- 安定
- Business quality
- まちまち
- Getting better
- 改善中
Revenue
$3.7B+103.2%Profit
-$6.6B-5,948.0%Free cash flow
$356.3M+502.6%Why it is here: Makes lasers and optical transceiver components for networks and data centres
COHRCoherent Corp.Scientific and technical instrumentsMarket cap $46.2BP/E 48.54
$234.44+49.6%1YSince added -19.2%
D- 成長と現金
- まちまち
- Business trend
- 加速
- Business quality
- まちまち
- Getting better
- 改善中
Revenue
$7.9B+30.8%Profit
$963.3M+285.6%Free cash flow
-$1.8B-2,585.4%Why it is here: Makes lasers and optical data links for data centres and networks
GLWCORNING INC /NYElectronic componentsMarket cap $103.7BP/E 48.74
$120.38+36.4%1YSince added -18.9%
A+- 成長と現金
- 力強く成長
- Business trend
- 加速
- Business quality
- 高い
- Getting better
- 改善中
Revenue
$17.7B+18.8%Profit
$2.2B+57.4%Free cash flow
$2.5B+111.8%Why it is here: Makes optical fibre and cable for communications networks
FNFABRINETElectronic componentsMarket cap $13.2BP/E 27.83
$368.79-17.6%1YSince added -13.9%
D- 成長と現金
- まちまち
- Business trend
- 加速
- Business quality
- まちまち
- Getting better
- まちまち
Revenue
$5.1B+43.0%Profit
$480.6M+36.9%Free cash flow
-$190.5M-194.5%Why it is here: Builds optical communications modules and components under contract
APHAMPHENOL CORPORATIONElectronic componentsMarket cap $195.8BP/E 15.83
$79.31+12.5%1YSince added -7.7%
A+- 成長と現金
- 力強く成長
- Business trend
- 加速
- Business quality
- 高い
- Getting better
- 改善中
Revenue
$33B+57.6%Profit
$5.9B+55.2%Free cash flow
$5.1B+44.0%Why it is here: Makes connectors, sensors and interconnect systems for electronics and industrial customers
AAOIApplied Optoelectronics, Inc.Communication equipmentMarket cap $5.1BPERなし（営業損失）
$55.80+133.1%1YSince added -43.0%
D-- 成長と現金
- まちまち
- Business trend
- 加速
- Business quality
- 弱い
- Getting better
- まちまち
Revenue
$747.2M+77.2%Profit
-$32.8M+79.0%Free cash flow
-$417.9M-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 $26.6BP/E 50.14
$141.39-11.8%1YSince added -28.7%
A+- 成長と現金
- 力強く成長
- Business trend
- 安定
- Business quality
- 高い
- Getting better
- 改善中
Revenue
$1.6B+165.1%Profit
$538.3M+330.2%Free cash flow
$438.6M+369.2%Why it is here: Designs high-speed connectivity chips and cables for data centres
ALABAstera Labs, Inc.SemiconductorsMarket cap $40.4BP/E 91.98
$230.86+46.3%1YSince added -29.0%
A+- 成長と現金
- 力強く成長
- Business trend
- 加速
- Business quality
- 高い
- Getting better
- 改善中
Revenue
$1.6B+115.2%Profit
$461.3M+132.0%Free cash flow
$344.7M+50.2%Why it is here: Designs connectivity chips for AI and cloud data-centre interconnect
HPEHEWLETT PACKARD ENTERPRISE COMPANYCommunication equipmentMarket cap $66.7BP/E 26.04
$50.25+117.8%1YSince added -27.0%
A- 成長と現金
- 力強く成長
- Business trend
- 加速
- Business quality
- まちまち
- Getting better
- 改善中
Revenue
$41.9B+26.6%Profit
$2.8B+123.6%Free cash flow
$4.2B+1,747.1%Why it is here: Sells switches and wireless networking equipment
AVGOBroadcom Inc.SemiconductorsMarket cap $1.65TP/E 44.07
$345.52-2.0%1YSince added -3.3%
A+- 成長と現金
- 力強く成長
- Business trend
- 加速
- Business quality
- 高い
- Getting better
- 大きく改善
Revenue
$89.1B+48.7%Profit
$38.3B+102.1%Free cash flow
$39.4B+58.1%Why it is here: Sells networking and custom AI chips for data centres
MRVLMARVELL TECHNOLOGY, INCSemiconductorsMarket cap $148BP/E 55.72
$168.82+89.3%1YSince added -37.2%
A+- 成長と現金
- 力強く成長
- Business trend
- 安定
- Business quality
- 高い
- Getting better
- 改善中
Revenue
$9.5B+30.6%Profit
$2.6B+2,653.1%Free cash flow
$1.7B+12.8%Why it is here: Designs data-centre interconnect and custom silicon chips
NVDANVIDIA CORPSemiconductorsMarket cap $4.19TP/E 21.98
$173.85-10.1%1YSince added -23.9%
A+- 成長と現金
- 力強く成長
- Business trend
- 加速
- Business quality
- 高い
- Getting better
- まちまち
Revenue
$303B+83.4%Profit
$192.9B+122.7%Free cash flow
$127B+76.3%Why it is here: Sells networking and interconnect products for AI data centres
TELTE CONNECTIVITY PLCElectronic componentsMarket cap $62.9BP/E 19.84
$219.42-10.0%1YSince added +1.6%
A+- 成長と現金
- 力強く成長
- Business trend
- 安定
- Business quality
- 高い
- Getting better
- 大きく改善
Revenue
$19.9B+15.2%Profit
$3.3B+76.6%Free cash flow
$3.4B+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 $19.1BP/E 79.55
$249.79+46.2%1YSince added -19.0%
A+- 成長と現金
- 力強く成長
- Business trend
- 加速
- Business quality
- 高い
- Getting better
- 改善中
Revenue
$1.3B+37.3%Profit
$335.3M+718.4%Free cash flow
$204.1M+1.8%Why it is here: Sells optical driver and photonic chips for data networks
SMTCSemtech CorporationSemiconductorsMarket cap $11.7BNo P/E
$125.22+74.6%1YSince added -27.5%
B- 成長と現金
- 力強く成長
- Business trend
- 減速
- Business quality
- まちまち
- Getting better
- 改善中
Revenue
$1.1B+14.2%Profit
-$33.2M+72.2%Free cash flow
$173.2M+122.9%Why it is here: Designs analog and optical-driver chips for data centres
VIAVViavi Solutions Inc.Communication equipmentMarket cap $8.1BP/E 126.87
$32.99+85.2%1YSince added -20.1%
A- 成長と現金
- 力強く成長
- Business trend
- 安定
- Business quality
- まちまち
- Getting better
- 改善中
Revenue
$1.7B+47.4%Profit
$67M+340.8%Free cash flow
$153M+95.4%Why it is here: Makes optical filters and components
TTMITTM TECHNOLOGIES, INC.Electronic componentsMarket cap $8.3BP/E 31.46
$78.66+11.6%1YSince added -32.2%
B- 成長と現金
- 力強く成長
- Business trend
- 加速
- Business quality
- まちまち
- Getting better
- 改善中
Revenue
$3.8B+37.6%Profit
$268.5M+103.5%Free cash flow
$14.8M-58.7%Why it is here: Makes printed circuit boards for aerospace, defence and data-centre customers
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