AI servers, memory & storage
Servers, memory chips and drives that fill AI data centres, and the contract makers that assemble them.
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Hisse fiyatları 11 Kas 2026 kapanış fiyatlarıdır, IEX borsa verisinden.
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
DELLDell Technologies Inc.Computer hardwareMarket cap $243,6BP/E 21,72
$373,55+%168,21YSince added -%34,7
A- Büyüme ve nakit
- Güçlü büyüyor
- Business trend
- Hızlanıyor
- Business quality
- Karışık
- Getting better
- İyileşiyor
Revenue
$151,2B+%49,0Profit
$11,4B+%135,2Free cash flow
$8,6B+%76,1Why it is here: Sells PCs, servers and storage equipment to businesses and consumers
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 servers and storage systems to enterprises
SMCISuper Micro Computer, Inc.Computer hardwareMarket cap $20,1BP/E 6,42
$30,42-%19,81YSince added -%22,1
C- Büyüme ve nakit
- Büyüyor
- Business trend
- İstikrarlı
- Business quality
- Karışık
- Getting better
- Kötüleşiyor
Revenue
$54B+%156,5Profit
$3,7B+%361,2Free cash flow
-$6,5B-%3.081,8Why it is here: Builds AI and data-centre servers and storage systems
MUMicron Technology, Inc.SemiconductorsMarket cap $918,5BP/E 10,92
$811,82+%231,91YSince added -%14,8
A+- Büyüme ve nakit
- Güçlü büyüyor
- Business trend
- Hızlanıyor
- Business quality
- Güçlü
- Getting better
- Belirgin biçimde iyileşiyor
Revenue
$133,2B+%256,3Profit
$85B+%895,1Free cash flow
$59B+%3.435,0Why it is here: Makes DRAM and NAND memory for data-centre, PC, phone and auto customers
SNDKSandisk CorporationSemiconductorsMarket cap $139,1BP/E 7,81
$977,41+%245,31YSince added -%34,0
A+- Büyüme ve nakit
- Güçlü büyüyor
- Business trend
- Hızlanıyor
- Business quality
- Güçlü
- Getting better
- İyileşiyor
Revenue
$29B+%272,4Profit
$19,4B+%1.216,2Free cash flow
$17,4B+%3.265,3Why it is here: Makes flash storage products for data centres and PCs
WDCWESTERN DIGITAL CORPORATIONSemiconductorsMarket cap $117,2BP/E 12,14
$312,98+%88,81YSince added -%17,7
A+- Büyüme ve nakit
- Güçlü büyüyor
- Business trend
- Hızlanıyor
- Business quality
- Güçlü
- Getting better
- İyileşiyor
Revenue
$14,5B+%43,0Profit
$10B+%288,7Free cash flow
$4,3B+%121,1Why it is here: Makes hard disk drives for cloud and PC customers
STXSeagate Technology Holdings plcSemiconductorsMarket cap $126,7BP/E 28,94
$551,91+%96,01YSince added -%26,1
A+- Büyüme ve nakit
- Güçlü büyüyor
- Business trend
- Hızlanıyor
- Business quality
- Güçlü
- Getting better
- Belirgin biçimde iyileşiyor
Revenue
$13,8B+%44,4Profit
$4,4B+%156,6Free cash flow
$4,2B+%241,3Why it is here: Makes hard drives for cloud data centres and PCs
NTAPNetApp, Inc.Software infrastructureMarket cap $36BP/E 25,82
$183,05+%66,61YSince added -%23,4
B+- Büyüme ve nakit
- Güçlü büyüyor
- Business trend
- İstikrarlı
- Business quality
- Güçlü
- Getting better
- Belirgin biçimde iyileşiyor
Revenue
$7,4B+%12,2Profit
$1,4B+%21,1Free cash flow
$1,7B-%0,5Why it is here: Sells data storage and data management systems and software
CLSCELESTICA INC.Electronic componentsMarket cap $30,6BP/E 23,00
$242,91-%27,41YSince added -%32,1
A- Büyüme ve nakit
- Güçlü büyüyor
- Business trend
- Hızlanıyor
- Business quality
- Karışık
- Getting better
- İyileşiyor
Revenue
$18,2B+%61,6Profit
$1,2B+%73,8Free cash flow
$545,4M+%37,0Why it is here: Builds electronic hardware and data-centre systems for other brands
FLEXFLEX LTD.Electronic componentsMarket cap $29,2BP/E 28,52
$78,99+%25,51YSince added -%28,8
B- Büyüme ve nakit
- Güçlü büyüyor
- Business trend
- Hızlanıyor
- Business quality
- Karışık
- Getting better
- İyileşiyor
Revenue
$31B+%17,5Profit
$1B+%18,4Free cash flow
$783M-%34,3Why it is here: Contract manufactures electronics and hardware for other brands
JBLJABIL INCElectronic componentsMarket cap $26,7BP/E 26,55
$258,84+%21,11YSince added -%18,6
A- Büyüme ve nakit
- Güçlü büyüyor
- Business trend
- Hızlanıyor
- Business quality
- Karışık
- Getting better
- İyileşiyor
Revenue
$36B+%20,6Profit
$1B+%58,6Free cash flow
$1,4B+%17,2Why it is here: Manufactures electronics and circuit boards for other brands
SANMSanmina CorporationElectronic componentsMarket cap $8,5BP/E 28,50
$159,32-%6,21YSince added -%24,8
A- Büyüme ve nakit
- Güçlü büyüyor
- Business trend
- İstikrarlı
- Business quality
- Karışık
- Getting better
- İyileşiyor
Revenue
$14,5B+%78,7Profit
$378M+%53,7Free cash flow
$594,1M+%62,5Why it is here: Provides contract manufacturing of electronics and circuit assemblies
PEverpure, Inc.Computer hardwareMarket cap $35,5BP/E 145,90
$106,51+%20,21YSince added -%32,1
C- Büyüme ve nakit
- Büyüyor
- Business trend
- Hızlanıyor
- Business quality
- Karışık
- Getting better
- İyileşiyor
Revenue
$4,3B+%27,2Profit
$253,3M+%82,0Free cash flow
$128,2M-%76,7Why it is here: Sells flash-based enterprise data storage systems
PLXSPLEXUS CORP.Electronic componentsMarket cap $5,7BP/E 31,28
$212,08+%45,01YSince added -%17,8
C- Büyüme ve nakit
- Büyüyor
- Business trend
- Hızlanıyor
- Business quality
- Karışık
- Getting better
- Belirgin biçimde iyileşiyor
Revenue
$4B+%1,8Profit
$185,4M+%14,0Free cash flow
$61,9M-%75,3Why it is here: Provides contract design, manufacturing and repair of electronic products for other brands
BHEBENCHMARK ELECTRONICS, INC.Electronic componentsMarket cap $2,3BP/E 42,22
$65,02+%45,31YSince added -%17,4
B- Büyüme ve nakit
- Güçlü büyüyor
- Business trend
- Hızlanıyor
- Business quality
- Karışık
- Getting better
- İyileşiyor
Revenue
$3B+%12,1Profit
$56M+%59,6Free cash flow
$116,5M+%50,8Why it is here: Contract manufacturer building electronic equipment for other brands
SIMOSilicon Motion Technology CorporationSemiconductorsMarket cap $6,2BP/E 86,22
$183,65+%104,61YSince added -%25,5
C+- Büyüme ve nakit
- Büyüyor
- Business trend
- Hızlanıyor
- Business quality
- Güçlü
- Getting better
- İyileşiyor
Revenue
$1,6B+%104,4Profit
$316M+%227,6Free cash flow
$6,3M-%80,8Why it is here: Supplies NAND controllers used in memory storage devices
PENGPENGUIN SOLUTIONS, INC.Information technology servicesMarket cap $3BP/E 18,97
$49,32+%137,61YSince added -%37,0
D- Büyüme ve nakit
- Karışık
- Business trend
- İstikrarlı
- Business quality
- Sağlam
- Getting better
- Karışık
Revenue
$1,7B+%26,5Profit
$180,6M+%611,3Free cash flow
-$163,5M-%263,4Why it is here: Sells memory modules, AI systems and storage hardware to data-centre customers
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