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AI servers, memory & storage

Od InspectStocksPublished 14 paź 202617 companies0 followers

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

Pogrupowane z pomocą modelu AI i sprawdzone przez naszą redakcję. Wiersz pod każdą spółką mówi, dlaczego się tu znalazła.

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Karty Poziomy

Ceny akcji to kursy zamknięcia z 11 lis 2026, z notowań giełdy 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 USDP/E 21,72
373,55 USD+168,2%1Y
Since added -34,7%
A
Wzrost i gotówka
Rośnie mocno
Business trend
Przyspiesza
Business quality
Mieszana
Getting better
Poprawia się
Revenue
151,2B USD+49,0%
Profit
11,4B USD+135,2%
Free cash flow
8,6B USD+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 USDP/E 26,04
50,25 USD+117,8%1Y
Since added -27,0%
A
Wzrost i gotówka
Rośnie mocno
Business trend
Przyspiesza
Business quality
Mieszana
Getting better
Poprawia się
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 servers and storage systems to enterprises
SMCISuper Micro Computer, Inc.
Computer hardwareMarket cap 20,1B USDP/E 6,42
30,42 USD-19,8%1Y
Since added -22,1%
C
Wzrost i gotówka
Rośnie
Business trend
Stabilny
Business quality
Mieszana
Getting better
Pogarsza się
Revenue
54B USD+156,5%
Profit
3,7B USD+361,2%
Free cash flow
-6,5B USD-3081,8%
Discuss
Why it is here: Builds AI and data-centre servers and storage systems
MUMicron Technology, Inc.
SemiconductorsMarket cap 918,5B USDP/E 10,92
811,82 USD+231,9%1Y
Since added -14,8%
A+
Wzrost i gotówka
Rośnie mocno
Business trend
Przyspiesza
Business quality
Mocna
Getting better
Wyraźnie się poprawia
Revenue
133,2B USD+256,3%
Profit
85B USD+895,1%
Free cash flow
59B USD+3435,0%
Discuss
Why it is here: Makes DRAM and NAND memory for data-centre, PC, phone and auto customers
SNDKSandisk Corporation
SemiconductorsMarket cap 139,1B USDP/E 7,81
977,41 USD+245,3%1Y
Since added -34,0%
A+
Wzrost i gotówka
Rośnie mocno
Business trend
Przyspiesza
Business quality
Mocna
Getting better
Poprawia się
Revenue
29B USD+272,4%
Profit
19,4B USD+1216,2%
Free cash flow
17,4B USD+3265,3%
Discuss
Why it is here: Makes flash storage products for data centres and PCs
WDCWESTERN DIGITAL CORPORATION
SemiconductorsMarket cap 117,2B USDP/E 12,14
312,98 USD+88,8%1Y
Since added -17,7%
A+
Wzrost i gotówka
Rośnie mocno
Business trend
Przyspiesza
Business quality
Mocna
Getting better
Poprawia się
Revenue
14,5B USD+43,0%
Profit
10B USD+288,7%
Free cash flow
4,3B USD+121,1%
Discuss
Why it is here: Makes hard disk drives for cloud and PC customers
STXSeagate Technology Holdings plc
SemiconductorsMarket cap 126,7B USDP/E 28,94
551,91 USD+96,0%1Y
Since added -26,1%
A+
Wzrost i gotówka
Rośnie mocno
Business trend
Przyspiesza
Business quality
Mocna
Getting better
Wyraźnie się poprawia
Revenue
13,8B USD+44,4%
Profit
4,4B USD+156,6%
Free cash flow
4,2B USD+241,3%
Discuss
Why it is here: Makes hard drives for cloud data centres and PCs
NTAPNetApp, Inc.
Software infrastructureMarket cap 36B USDP/E 25,82
183,05 USD+66,6%1Y
Since added -23,4%
B+
Wzrost i gotówka
Rośnie mocno
Business trend
Stabilny
Business quality
Mocna
Getting better
Wyraźnie się poprawia
Revenue
7,4B USD+12,2%
Profit
1,4B USD+21,1%
Free cash flow
1,7B USD-0,5%
Discuss
Why it is here: Sells data storage and data management systems and software
CLSCELESTICA INC.
Electronic componentsMarket cap 30,6B USDP/E 23,00
242,91 USD-27,4%1Y
Since added -32,1%
A
Wzrost i gotówka
Rośnie mocno
Business trend
Przyspiesza
Business quality
Mieszana
Getting better
Poprawia się
Revenue
18,2B USD+61,6%
Profit
1,2B USD+73,8%
Free cash flow
545,4M USD+37,0%
Discuss
Why it is here: Builds electronic hardware and data-centre systems for other brands
FLEXFLEX LTD.
Electronic componentsMarket cap 29,2B USDP/E 28,52
78,99 USD+25,5%1Y
Since added -28,8%
B
Wzrost i gotówka
Rośnie mocno
Business trend
Przyspiesza
Business quality
Mieszana
Getting better
Poprawia się
Revenue
31B USD+17,5%
Profit
1B USD+18,4%
Free cash flow
783M USD-34,3%
Discuss
Why it is here: Contract manufactures electronics and hardware for other brands
JBLJABIL INC
Electronic componentsMarket cap 26,7B USDP/E 26,55
258,84 USD+21,1%1Y
Since added -18,6%
A
Wzrost i gotówka
Rośnie mocno
Business trend
Przyspiesza
Business quality
Mieszana
Getting better
Poprawia się
Revenue
36B USD+20,6%
Profit
1B USD+58,6%
Free cash flow
1,4B USD+17,2%
Discuss
Why it is here: Manufactures electronics and circuit boards for other brands
SANMSanmina Corporation
Electronic componentsMarket cap 8,5B USDP/E 28,50
159,32 USD-6,2%1Y
Since added -24,8%
A
Wzrost i gotówka
Rośnie mocno
Business trend
Stabilny
Business quality
Mieszana
Getting better
Poprawia się
Revenue
14,5B USD+78,7%
Profit
378M USD+53,7%
Free cash flow
594,1M USD+62,5%
Discuss
Why it is here: Provides contract manufacturing of electronics and circuit assemblies
PEverpure, Inc.
Computer hardwareMarket cap 35,5B USDP/E 145,90
106,51 USD+20,2%1Y
Since added -32,1%
C
Wzrost i gotówka
Rośnie
Business trend
Przyspiesza
Business quality
Mieszana
Getting better
Poprawia się
Revenue
4,3B USD+27,2%
Profit
253,3M USD+82,0%
Free cash flow
128,2M USD-76,7%
Discuss
Why it is here: Sells flash-based enterprise data storage systems
PLXSPLEXUS CORP.
Electronic componentsMarket cap 5,7B USDP/E 31,28
212,08 USD+45,0%1Y
Since added -17,8%
C
Wzrost i gotówka
Rośnie
Business trend
Przyspiesza
Business quality
Mieszana
Getting better
Wyraźnie się poprawia
Revenue
4B USD+1,8%
Profit
185,4M USD+14,0%
Free cash flow
61,9M USD-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 USDP/E 42,22
65,02 USD+45,3%1Y
Since added -17,4%
B
Wzrost i gotówka
Rośnie mocno
Business trend
Przyspiesza
Business quality
Mieszana
Getting better
Poprawia się
Revenue
3B USD+12,1%
Profit
56M USD+59,6%
Free cash flow
116,5M USD+50,8%
Discuss
Why it is here: Contract manufacturer building electronic equipment for other brands
SIMOSilicon Motion Technology Corporation
SemiconductorsMarket cap 6,2B USDP/E 86,22
183,65 USD+104,6%1Y
Since added -25,5%
C+
Wzrost i gotówka
Rośnie
Business trend
Przyspiesza
Business quality
Mocna
Getting better
Poprawia się
Revenue
1,6B USD+104,4%
Profit
316M USD+227,6%
Free cash flow
6,3M USD-80,8%
Discuss
Why it is here: Supplies NAND controllers used in memory storage devices
PENGPENGUIN SOLUTIONS, INC.
Information technology servicesMarket cap 3B USDP/E 18,97
49,32 USD+137,6%1Y
Since added -37,0%
D
Wzrost i gotówka
Mieszane
Business trend
Stabilny
Business quality
Solidna
Getting better
Mieszane
Revenue
1,7B USD+26,5%
Profit
180,6M USD+611,3%
Free cash flow
-163,5M USD-263,4%
Discuss
Why it is here: Sells memory modules, AI systems and storage hardware to data-centre customers

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