Curadoria · IA e semicondutores

AI networking & optics

Por InspectStocksPublished 14 de out. de 202620 companies0 follower

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

Agrupadas com a ajuda de um modelo de IA e revisadas pelos nossos editores. A linha abaixo de cada empresa diz por que ela está aqui.

Download image

Cartões Níveis

Os preços das ações são o fechamento de 11 de nov. de 2026, do feed da bolsa 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%

Sort by

ANETArista Networks, Inc.
Computer hardwareMarket cap US$ 248,5BP/E 52,87
US$ 196,68+45,7%1Y
Since added -3,8%
A+
Crescimento e caixa
Crescendo com força
Business trend
Acelerando
Business quality
Forte
Getting better
Misto
Revenue
US$ 11,9B+40,7%
Profit
US$ 4,8B+41,6%
Free cash flow
US$ 4,3B+15,7%
Discuss
Why it is here: Sells network switches and routers to cloud and AI data centres
CSCOCISCO SYSTEMS, INC.
Communication equipmentMarket cap US$ 397,5BP/E 26,81
US$ 100,82+38,8%1Y
Since added -12,4%
C+
Crescimento e caixa
Crescendo
Business trend
Estável
Business quality
Forte
Getting better
Melhorando
Revenue
US$ 67B+16,1%
Profit
US$ 15B+44,8%
Free cash flow
US$ 12,8B-3,9%
Discuss
Why it is here: Sells networking equipment to businesses and cloud providers
CIENCiena Corp
Communication equipmentMarket cap US$ 42BP/E 66,09
US$ 296,09+41,3%1Y
Since added -26,0%
A+
Crescimento e caixa
Crescendo com força
Business trend
Estável
Business quality
Forte
Getting better
Melhorando
Revenue
US$ 6B+32,6%
Profit
US$ 654,4M+364,5%
Free cash flow
US$ 814,4M+34,5%
Discuss
Why it is here: Makes optical transport and coherent optical modules for networks
LITELumentum Holdings Inc.
Communication equipmentMarket cap US$ 58,8BNo P/E
US$ 647,85+155,2%1Y
Since added -34,4%
A
Crescimento e caixa
Crescendo com força
Business trend
Estável
Business quality
Mista
Getting better
Melhorando
Revenue
US$ 3,7B+103,2%
Profit
-US$ 6,6B-5.948,0%
Free cash flow
US$ 356,3M+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 US$ 46,2BP/E 48,54
US$ 234,44+49,6%1Y
Since added -19,2%
D
Crescimento e caixa
Misto
Business trend
Acelerando
Business quality
Mista
Getting better
Melhorando
Revenue
US$ 7,9B+30,8%
Profit
US$ 963,3M+285,6%
Free cash flow
-US$ 1,8B-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 US$ 103,7BP/E 48,74
US$ 120,38+36,4%1Y
Since added -18,9%
A+
Crescimento e caixa
Crescendo com força
Business trend
Acelerando
Business quality
Forte
Getting better
Melhorando
Revenue
US$ 17,7B+18,8%
Profit
US$ 2,2B+57,4%
Free cash flow
US$ 2,5B+111,8%
Discuss
Why it is here: Makes optical fibre and cable for communications networks
FNFABRINET
Electronic componentsMarket cap US$ 13,2BP/E 27,83
US$ 368,79-17,6%1Y
Since added -13,9%
D
Crescimento e caixa
Misto
Business trend
Acelerando
Business quality
Mista
Getting better
Misto
Revenue
US$ 5,1B+43,0%
Profit
US$ 480,6M+36,9%
Free cash flow
-US$ 190,5M-194,5%
Discuss
Why it is here: Builds optical communications modules and components under contract
APHAMPHENOL CORPORATION
Electronic componentsMarket cap US$ 195,8BP/E 15,83
US$ 79,31+12,5%1Y
Since added -7,7%
A+
Crescimento e caixa
Crescendo com força
Business trend
Acelerando
Business quality
Forte
Getting better
Melhorando
Revenue
US$ 33B+57,6%
Profit
US$ 5,9B+55,2%
Free cash flow
US$ 5,1B+44,0%
Discuss
Why it is here: Makes connectors, sensors and interconnect systems for electronics and industrial customers
AAOIApplied Optoelectronics, Inc.
Communication equipmentMarket cap US$ 5,1BSem P/L (prejuízo operacional)
US$ 55,80+133,1%1Y
Since added -43,0%
D-
Crescimento e caixa
Misto
Business trend
Acelerando
Business quality
Fraca
Getting better
Misto
Revenue
US$ 747,2M+77,2%
Profit
-US$ 32,8M+79,0%
Free cash flow
-US$ 417,9M-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 US$ 26,6BP/E 50,14
US$ 141,39-11,8%1Y
Since added -28,7%
A+
Crescimento e caixa
Crescendo com força
Business trend
Estável
Business quality
Forte
Getting better
Melhorando
Revenue
US$ 1,6B+165,1%
Profit
US$ 538,3M+330,2%
Free cash flow
US$ 438,6M+369,2%
Discuss
Why it is here: Designs high-speed connectivity chips and cables for data centres
ALABAstera Labs, Inc.
SemiconductorsMarket cap US$ 40,4BP/E 91,98
US$ 230,86+46,3%1Y
Since added -29,0%
A+
Crescimento e caixa
Crescendo com força
Business trend
Acelerando
Business quality
Forte
Getting better
Melhorando
Revenue
US$ 1,6B+115,2%
Profit
US$ 461,3M+132,0%
Free cash flow
US$ 344,7M+50,2%
Discuss
Why it is here: Designs connectivity chips for AI and cloud data-centre interconnect
HPEHEWLETT PACKARD ENTERPRISE COMPANY
Communication equipmentMarket cap US$ 66,7BP/E 26,04
US$ 50,25+117,8%1Y
Since added -27,0%
A
Crescimento e caixa
Crescendo com força
Business trend
Acelerando
Business quality
Mista
Getting better
Melhorando
Revenue
US$ 41,9B+26,6%
Profit
US$ 2,8B+123,6%
Free cash flow
US$ 4,2B+1.747,1%
Discuss
Why it is here: Sells switches and wireless networking equipment
AVGOBroadcom Inc.
SemiconductorsMarket cap US$ 1,65TP/E 44,07
US$ 345,52-2,0%1Y
Since added -3,3%
A+
Crescimento e caixa
Crescendo com força
Business trend
Acelerando
Business quality
Forte
Getting better
Melhorando com força
Revenue
US$ 89,1B+48,7%
Profit
US$ 38,3B+102,1%
Free cash flow
US$ 39,4B+58,1%
Discuss
Why it is here: Sells networking and custom AI chips for data centres
MRVLMARVELL TECHNOLOGY, INC
SemiconductorsMarket cap US$ 148BP/E 55,72
US$ 168,82+89,3%1Y
Since added -37,2%
A+
Crescimento e caixa
Crescendo com força
Business trend
Estável
Business quality
Forte
Getting better
Melhorando
Revenue
US$ 9,5B+30,6%
Profit
US$ 2,6B+2.653,1%
Free cash flow
US$ 1,7B+12,8%
Discuss
Why it is here: Designs data-centre interconnect and custom silicon chips
NVDANVIDIA CORP
SemiconductorsMarket cap US$ 4,19TP/E 21,98
US$ 173,85-10,1%1Y
Since added -23,9%
A+
Crescimento e caixa
Crescendo com força
Business trend
Acelerando
Business quality
Forte
Getting better
Misto
Revenue
US$ 303B+83,4%
Profit
US$ 192,9B+122,7%
Free cash flow
US$ 127B+76,3%
Discuss
Why it is here: Sells networking and interconnect products for AI data centres
TELTE CONNECTIVITY PLC
Electronic componentsMarket cap US$ 62,9BP/E 19,84
US$ 219,42-10,0%1Y
Since added +1,6%
A+
Crescimento e caixa
Crescendo com força
Business trend
Estável
Business quality
Forte
Getting better
Melhorando com força
Revenue
US$ 19,9B+15,2%
Profit
US$ 3,3B+76,6%
Free cash flow
US$ 3,4B+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 US$ 19,1BP/E 79,55
US$ 249,79+46,2%1Y
Since added -19,0%
A+
Crescimento e caixa
Crescendo com força
Business trend
Acelerando
Business quality
Forte
Getting better
Melhorando
Revenue
US$ 1,3B+37,3%
Profit
US$ 335,3M+718,4%
Free cash flow
US$ 204,1M+1,8%
Discuss
Why it is here: Sells optical driver and photonic chips for data networks
SMTCSemtech Corporation
SemiconductorsMarket cap US$ 11,7BNo P/E
US$ 125,22+74,6%1Y
Since added -27,5%
B
Crescimento e caixa
Crescendo com força
Business trend
Desacelerando
Business quality
Mista
Getting better
Melhorando
Revenue
US$ 1,1B+14,2%
Profit
-US$ 33,2M+72,2%
Free cash flow
US$ 173,2M+122,9%
Discuss
Why it is here: Designs analog and optical-driver chips for data centres
VIAVViavi Solutions Inc.
Communication equipmentMarket cap US$ 8,1BP/E 126,87
US$ 32,99+85,2%1Y
Since added -20,1%
A
Crescimento e caixa
Crescendo com força
Business trend
Estável
Business quality
Mista
Getting better
Melhorando
Revenue
US$ 1,7B+47,4%
Profit
US$ 67M+340,8%
Free cash flow
US$ 153M+95,4%
Discuss
Why it is here: Makes optical filters and components
TTMITTM TECHNOLOGIES, INC.
Electronic componentsMarket cap US$ 8,3BP/E 31,46
US$ 78,66+11,6%1Y
Since added -32,2%
B
Crescimento e caixa
Crescendo com força
Business trend
Acelerando
Business quality
Mista
Getting better
Melhorando
Revenue
US$ 3,8B+37,6%
Profit
US$ 268,5M+103,5%
Free cash flow
US$ 14,8M-58,7%
Discuss
Why it is here: Makes printed circuit boards for aerospace, defence and data-centre customers

Green and red compare each figure with the same window a year earlier. Grades and checks are the company page's own; nothing here is a recommendation.

DiscussionNo comments yet

Be civil and stick to the companies. Comments are opinions, not advice.

Lists are their owners' own, and notes and comments are opinions. Grades describe businesses from their filings; nothing here is a recommendation to buy or sell.