AI networking & optics
Switches, optical modules, lasers and connectors that move data between AI servers.
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Hisse fiyatları 11 Kas 2026 kapanış fiyatlarıdır, IEX borsa verisinden.
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+%45,71YSince added -%3,8
A+- Büyüme ve nakit
- Güçlü büyüyor
- Business trend
- Hızlanıyor
- Business quality
- Güçlü
- Getting better
- Karışık
Revenue
$11,9B+%40,7Profit
$4,8B+%41,6Free cash flow
$4,3B+%15,7Why 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+%38,81YSince added -%12,4
C+- Büyüme ve nakit
- Büyüyor
- Business trend
- İstikrarlı
- Business quality
- Güçlü
- Getting better
- İyileşiyor
Revenue
$67B+%16,1Profit
$15B+%44,8Free cash flow
$12,8B-%3,9Why it is here: Sells networking equipment to businesses and cloud providers
CIENCiena CorpCommunication equipmentMarket cap $42BP/E 66,09
$296,09+%41,31YSince added -%26,0
A+- Büyüme ve nakit
- Güçlü büyüyor
- Business trend
- İstikrarlı
- Business quality
- Güçlü
- Getting better
- İyileşiyor
Revenue
$6B+%32,6Profit
$654,4M+%364,5Free cash flow
$814,4M+%34,5Why it is here: Makes optical transport and coherent optical modules for networks
LITELumentum Holdings Inc.Communication equipmentMarket cap $58,8BNo P/E
$647,85+%155,21YSince added -%34,4
A- Büyüme ve nakit
- Güçlü büyüyor
- Business trend
- İstikrarlı
- Business quality
- Karışık
- Getting better
- İyileşiyor
Revenue
$3,7B+%103,2Profit
-$6,6B-%5.948,0Free cash flow
$356,3M+%502,6Why 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+%49,61YSince added -%19,2
D- Büyüme ve nakit
- Karışık
- Business trend
- Hızlanıyor
- Business quality
- Karışık
- Getting better
- İyileşiyor
Revenue
$7,9B+%30,8Profit
$963,3M+%285,6Free cash flow
-$1,8B-%2.585,4Why 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+%36,41YSince added -%18,9
A+- Büyüme ve nakit
- Güçlü büyüyor
- Business trend
- Hızlanıyor
- Business quality
- Güçlü
- Getting better
- İyileşiyor
Revenue
$17,7B+%18,8Profit
$2,2B+%57,4Free cash flow
$2,5B+%111,8Why it is here: Makes optical fibre and cable for communications networks
FNFABRINETElectronic componentsMarket cap $13,2BP/E 27,83
$368,79-%17,61YSince added -%13,9
D- Büyüme ve nakit
- Karışık
- Business trend
- Hızlanıyor
- Business quality
- Karışık
- Getting better
- Karışık
Revenue
$5,1B+%43,0Profit
$480,6M+%36,9Free cash flow
-$190,5M-%194,5Why it is here: Builds optical communications modules and components under contract
APHAMPHENOL CORPORATIONElectronic componentsMarket cap $195,8BP/E 15,83
$79,31+%12,51YSince added -%7,7
A+- Büyüme ve nakit
- Güçlü büyüyor
- Business trend
- Hızlanıyor
- Business quality
- Güçlü
- Getting better
- İyileşiyor
Revenue
$33B+%57,6Profit
$5,9B+%55,2Free cash flow
$5,1B+%44,0Why it is here: Makes connectors, sensors and interconnect systems for electronics and industrial customers
AAOIApplied Optoelectronics, Inc.Communication equipmentMarket cap $5,1BF/K yok (faaliyet zararı)
$55,80+%133,11YSince added -%43,0
D-- Büyüme ve nakit
- Karışık
- Business trend
- Hızlanıyor
- Business quality
- Zayıf
- Getting better
- Karışık
Revenue
$747,2M+%77,2Profit
-$32,8M+%79,0Free cash flow
-$417,9M-%164,5Why 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-%11,81YSince added -%28,7
A+- Büyüme ve nakit
- Güçlü büyüyor
- Business trend
- İstikrarlı
- Business quality
- Güçlü
- Getting better
- İyileşiyor
Revenue
$1,6B+%165,1Profit
$538,3M+%330,2Free cash flow
$438,6M+%369,2Why 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+%46,31YSince added -%29,0
A+- Büyüme ve nakit
- Güçlü büyüyor
- Business trend
- Hızlanıyor
- Business quality
- Güçlü
- Getting better
- İyileşiyor
Revenue
$1,6B+%115,2Profit
$461,3M+%132,0Free cash flow
$344,7M+%50,2Why 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+%117,81YSince added -%27,0
A- Büyüme ve nakit
- Güçlü büyüyor
- Business trend
- Hızlanıyor
- Business quality
- Karışık
- Getting better
- İyileşiyor
Revenue
$41,9B+%26,6Profit
$2,8B+%123,6Free cash flow
$4,2B+%1.747,1Why it is here: Sells switches and wireless networking equipment
AVGOBroadcom Inc.SemiconductorsMarket cap $1,65TP/E 44,07
$345,52-%2,01YSince added -%3,3
A+- Büyüme ve nakit
- Güçlü büyüyor
- Business trend
- Hızlanıyor
- Business quality
- Güçlü
- Getting better
- Belirgin biçimde iyileşiyor
Revenue
$89,1B+%48,7Profit
$38,3B+%102,1Free cash flow
$39,4B+%58,1Why it is here: Sells networking and custom AI chips for data centres
MRVLMARVELL TECHNOLOGY, INCSemiconductorsMarket cap $148BP/E 55,72
$168,82+%89,31YSince added -%37,2
A+- Büyüme ve nakit
- Güçlü büyüyor
- Business trend
- İstikrarlı
- Business quality
- Güçlü
- Getting better
- İyileşiyor
Revenue
$9,5B+%30,6Profit
$2,6B+%2.653,1Free cash flow
$1,7B+%12,8Why it is here: Designs data-centre interconnect and custom silicon chips
NVDANVIDIA CORPSemiconductorsMarket cap $4,19TP/E 21,98
$173,85-%10,11YSince added -%23,9
A+- Büyüme ve nakit
- Güçlü büyüyor
- Business trend
- Hızlanıyor
- Business quality
- Güçlü
- Getting better
- Karışık
Revenue
$303B+%83,4Profit
$192,9B+%122,7Free cash flow
$127B+%76,3Why it is here: Sells networking and interconnect products for AI data centres
TELTE CONNECTIVITY PLCElectronic componentsMarket cap $62,9BP/E 19,84
$219,42-%10,01YSince added +%1,6
A+- Büyüme ve nakit
- Güçlü büyüyor
- Business trend
- İstikrarlı
- Business quality
- Güçlü
- Getting better
- Belirgin biçimde iyileşiyor
Revenue
$19,9B+%15,2Profit
$3,3B+%76,6Free cash flow
$3,4B+%6,2Why 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+%46,21YSince added -%19,0
A+- Büyüme ve nakit
- Güçlü büyüyor
- Business trend
- Hızlanıyor
- Business quality
- Güçlü
- Getting better
- İyileşiyor
Revenue
$1,3B+%37,3Profit
$335,3M+%718,4Free cash flow
$204,1M+%1,8Why it is here: Sells optical driver and photonic chips for data networks
SMTCSemtech CorporationSemiconductorsMarket cap $11,7BNo P/E
$125,22+%74,61YSince added -%27,5
B- Büyüme ve nakit
- Güçlü büyüyor
- Business trend
- Yavaşlıyor
- Business quality
- Karışık
- Getting better
- İyileşiyor
Revenue
$1,1B+%14,2Profit
-$33,2M+%72,2Free cash flow
$173,2M+%122,9Why 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+%85,21YSince added -%20,1
A- Büyüme ve nakit
- Güçlü büyüyor
- Business trend
- İstikrarlı
- Business quality
- Karışık
- Getting better
- İyileşiyor
Revenue
$1,7B+%47,4Profit
$67M+%340,8Free cash flow
$153M+%95,4Why it is here: Makes optical filters and components
TTMITTM TECHNOLOGIES, INC.Electronic componentsMarket cap $8,3BP/E 31,46
$78,66+%11,61YSince added -%32,2
B- Büyüme ve nakit
- Güçlü büyüyor
- Business trend
- Hızlanıyor
- Business quality
- Karışık
- Getting better
- İyileşiyor
Revenue
$3,8B+%37,6Profit
$268,5M+%103,5Free cash flow
$14,8M-%58,7Why it is here: Makes printed circuit boards for aerospace, defence and data-centre customers
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