AI infrastructure stocks
The companies that build, power and connect AI data centers: neoclouds and data centers, power and cooling, servers, networking and optics.
US-listed companies in five of our segments: neoclouds & data centers; power, electrical & cooling; servers & systems; interconnect; optics. Sorted by market capitalization. Prices as of Oct 6, 2026.
| Company | Price | Year to date | Market cap | Revenue growth | Operating margin | Price / sales | Trend |
|---|---|---|---|---|---|---|---|
| Cisco (CSCO) | $115.19 | +49.5% | $454.1B | +17.6% | 24.7% | 7.2 | Uptrend |
| Caterpillar (CAT) | $864.59 | +50.9% | $397.4B | +24.0% | 20.9% | 5.3 | Uptrend |
| Dell (DELL) | $577.46 | +358.7% | $367.2B | +57.7% | 11.5% | 2.4 | Uptrend |
| GE Vernova (GEV) | $1,037.69 | +58.8% | $276.4B | +21.9% | 5.9% | 6.7 | Uptrend |
| Arista Networks (ANET) | $213.04 | +62.6% | $268.7B | +37.7% | 45.4% | 25.5 | Uptrend |
| Amphenol (APH) | $89.74 | +32.8% | $221.3B | +55.0% | 29.5% | 7.6 | Uptrend |
| IBM (IBM) | $223.11 | -24.7% | $210.2B | +1.1% | — | 3.0 | Downtrend |
| Eaton (ETN) | $442.63 | +39.0% | $171.9B | +21.4% | — | 5.7 | Uptrend |
| NextEra Energy (NEE) | $77.24 | -3.8% | $161.1B | +12.4% | 29.7% | 5.6 | Downtrend |
| Corning (GLW) | $167.69 | +91.5% | $144.4B | +16.6% | 15.5% | 8.5 | Uptrend |
| Constellation Energy (CEG) | $304.34 | -13.9% | $107.8B | +23.0% | 7.7% | 3.4 | Uptrend |
| Quanta Services (PWR) | $715.18 | +69.4% | $107.5B | +41.1% | 7.3% | 3.3 | Uptrend |
| Trane (TT) | $475.87 | +22.3% | $104.7B | +10.6% | 19.3% | 4.7 | Uptrend |
| Equinix (EQIX) | $1,042.96 | +36.1% | $102.9B | +16.4% | 25.3% | 10.5 | Uptrend |
| Lumentum (LITE) | $1,112.56 | +201.8% | $99.8B | +109.3% | 27.8% | 33.1 | Uptrend |
| Vertiv (VRT) | $254.44 | +57.0% | $98.0B | +24.1% | 19.5% | 8.5 | Downtrend |
| Southern Company (SO) | $84.89 | -2.7% | $97.6B | +0.1% | 25.5% | 3.2 | Downtrend |
| Johnson Controls (JCI) | $157.37 | +31.4% | $95.3B | +9.3% | — | 3.8 | Uptrend |
| Hewlett Packard Enterprise (HPE) | $70.42 | +193.2% | $93.5B | +33.7% | 11.4% | 2.2 | Uptrend |
| Duke Energy (DUK) | $114.72 | -2.1% | $89.4B | +0.7% | 27.6% | 2.7 | Downtrend |
| Bloom Energy (BE) | $295.02 | +239.5% | $86.9B | +165.5% | 17.1% | 27.9 | Uptrend |
| American Tower (AMT) | $164.56 | -6.3% | $76.7B | +4.7% | 46.2% | 7.0 | Downtrend |
| Cummins (CMI) | $534.20 | +4.7% | $73.5B | +9.4% | 13.5% | 2.1 | Downtrend |
| Digital Realty (DLR) | $184.15 | +19.0% | $68.1B | +28.9% | 24.3% | 10.1 | Mixed |
| Astera Labs (ALAB) | $392.26 | +135.8% | $68.1B | +104.5% | 22.7% | 56.6 | Uptrend |
| American Electric Power (AEP) | $121.01 | +4.9% | $65.9B | +8.0% | 22.8% | 2.9 | Downtrend |
| Coherent (COHR) | $335.95 | +82.0% | $65.8B | +33.7% | — | 9.2 | Uptrend |
| TE Connectivity (TEL) | $222.11 | -2.4% | $64.3B | +13.8% | 19.0% | 3.3 | Uptrend |
| Nebius (NBIS) | $251.47 | +200.4% | $63.6B | +479.0% | -115.5% | 120.1 | Uptrend |
| Comfort Systems USA (FIX) | $1,796.01 | +92.4% | $63.2B | +50.3% | 17.1% | 5.6 | Uptrend |
| Ciena (CIEN) | $428.56 | +83.2% | $60.8B | +37.0% | 18.0% | 10.1 | Uptrend |
| Dominion Energy (D) | $61.65 | +5.2% | $54.2B | +19.8% | 7.4% | 3.0 | Downtrend |
| Vistra (VST) | $159.64 | -1.1% | $53.6B | -5.5% | 13.8% | 2.8 | Uptrend |
| CoreWeave (CRWV) | $90.98 | +27.0% | $50.2B | +112.5% | -1.9% | 6.6 | Mixed |
| Entergy (ETR) | $102.33 | +10.7% | $47.8B | +5.9% | 24.1% | 3.5 | Downtrend |
| Carrier (CARR) | $56.36 | +6.7% | $46.5B | +3.9% | 13.0% | 2.1 | Downtrend |
| Xcel Energy (XEL) | $71.90 | -2.7% | $44.9B | -5.1% | 22.6% | 3.1 | Downtrend |
| Celestica (CLS) | $383.02 | +29.6% | $44.0B | +62.4% | 9.8% | 2.8 | Uptrend |
| Flex (FLEX) | $118.51 | +96.1% | $43.8B | +20.6% | 4.9% | 1.5 | Uptrend |
| Exelon (EXC) | $41.25 | -5.4% | $42.6B | +10.0% | 16.4% | 1.7 | Downtrend |
| Credo (CRDO) | $222.81 | +54.8% | $41.9B | +114.7% | 25.2% | 26.3 | Uptrend |
| EMCOR (EME) | $819.32 | +33.9% | $36.1B | +19.8% | 10.6% | 1.9 | Uptrend |
| Public Service Enterprise (PEG) | $71.42 | -11.1% | $35.6B | -8.9% | 18.1% | 2.8 | Downtrend |
| Iron Mountain (IRM) | $116.55 | +40.5% | $34.7B | +18.5% | 18.4% | 4.6 | Mixed |
| Jabil (JBL) | $303.55 | +33.1% | $31.8B | +11.8% | 5.1% | 0.9 | Mixed |
| HP Inc. (HPQ) | $32.16 | +44.3% | $29.0B | +12.5% | 5.7% | 0.5 | Uptrend |
| Crown Castle (CCI) | $68.01 | -23.5% | $28.9B | -4.9% | 46.6% | 7.0 | Downtrend |
| Super Micro Computer (SMCI) | $43.61 | +49.0% | $28.6B | +93.2% | 13.4% | 0.7 | Uptrend |
| nVent (NVT) | $173.79 | +70.4% | $28.1B | +52.8% | 20.4% | 5.8 | Uptrend |
| MACOM (MTSI) | $347.02 | +102.6% | $26.5B | +35.8% | 22.5% | 22.8 | Uptrend |
| Hubbell (HUBB) | $484.79 | +9.2% | $25.6B | +15.3% | 20.4% | 4.1 | Mixed |
| Texas Pacific Land (TPL) | $350.55 | +22.0% | $24.2B | +31.2% | 78.0% | 26.9 | Downtrend |
| NRG Energy (NRG) | $104.15 | -34.6% | $21.9B | +9.7% | 13.3% | 0.7 | Downtrend |
| Semtech (SMTC) | $198.08 | +168.8% | $18.5B | +32.7% | 16.3% | 15.7 | Uptrend |
| MasTec (MTZ) | $227.83 | +4.8% | $18.3B | +23.4% | 5.2% | 1.1 | Downtrend |
| Talen Energy (TLN) | $374.86 | +0.0% | $18.0B | +118.6% | -8.1% | 4.6 | Uptrend |
| SBA Communications (SBAC) | $166.54 | -13.9% | $17.7B | +2.3% | 49.2% | 6.2 | Downtrend |
| Fabrinet (FN) | $483.01 | +6.1% | $17.3B | +44.6% | 10.2% | 3.7 | Mixed |
| Sterling Infrastructure (STRL) | $557.59 | +82.1% | $17.1B | +90.1% | 18.8% | 5.0 | Uptrend |
| DigitalOcean (DOCN) | $135.52 | +181.6% | $15.9B | +28.6% | 10.4% | 15.8 | Uptrend |
| Akamai (AKAM) | $109.73 | +25.8% | $15.8B | +5.4% | 7.3% | 3.6 | Downtrend |
| IREN (IREN) | $41.70 | +10.4% | $14.9B | -26.7% | -452.1% | 21.1 | Mixed |
| TTM Technologies (TTMI) | $134.80 | +95.4% | $14.2B | +37.4% | 10.9% | 4.2 | Uptrend |
| Vicor (VICR) | $302.34 | +175.9% | $13.9B | +1.6% | 24.3% | 29.4 | Uptrend |
| BWX Technologies (BWXT) | $145.90 | -15.6% | $13.4B | +18.0% | 12.7% | 3.8 | Downtrend |
| Generac (GNRC) | $222.92 | +63.5% | $13.2B | +10.6% | 17.9% | 3.0 | Uptrend |
| Lennox (LII) | $367.21 | -24.4% | $12.7B | +3.0% | 23.0% | 2.4 | Downtrend |
| Rambus (RMBS) | $113.19 | +23.2% | $12.3B | +20.4% | 35.1% | 16.2 | Uptrend |
| Sanmina (SANM) | $226.80 | +51.1% | $12.2B | +69.7% | 6.4% | 1.0 | Uptrend |
| Viavi (VIAV) | $47.25 | +165.1% | $11.7B | +52.5% | 13.8% | 7.7 | Uptrend |
| Hut 8 (HUT) | $90.04 | +96.0% | $11.1B | +81.4% | -275.4% | 34.9 | Mixed |
| Applied Optoelectronics (AAOI) | $128.58 | +268.8% | $10.9B | +86.4% | -12.9% | 18.2 | Uptrend |
| Modine (MOD) | $191.69 | +43.6% | $10.2B | +28.0% | 8.6% | 3.0 | Mixed |
| Galaxy Digital (GLXY) | $22.85 | +2.2% | $8.9B | -1.2% | — | 0.2 | Downtrend |
| SPX Technologies (SPXC) | $177.77 | -11.1% | $8.9B | +22.9% | 16.9% | 3.6 | Downtrend |
| Powell Industries (POWL) | $205.08 | +93.0% | $7.5B | +8.9% | 20.6% | 6.5 | Mixed |
| TeraWulf (WULF) | $14.89 | +29.5% | $7.4B | -6.0% | -313.7% | 45.0 | Downtrend |
| Applied Digital (APLD) | $25.23 | +2.9% | $7.4B | +167.5% | -38.7% | 12.0 | Downtrend |
| Plexus (PLXS) | $274.23 | +86.6% | $7.3B | +28.1% | 4.7% | 1.6 | Uptrend |
| Riot Platforms (RIOT) | $19.32 | +52.4% | $7.2B | +13.9% | -137.4% | 10.7 | Downtrend |
| Oklo (OKLO) | $38.80 | -45.9% | $7.2B | — | -6048.8% | — | Downtrend |
| AAON (AAON) | $87.22 | +14.4% | $7.2B | +101.2% | 11.0% | 3.7 | Mixed |
| EnerSys (ENS) | $193.25 | +31.7% | $7.0B | +4.8% | 16.2% | 1.8 | Uptrend |
| LandBridge (LB) | $86.11 | +75.8% | $6.6B | +40.6% | 66.1% | 29.4 | Uptrend |
| Cipher Mining (CIFR) | $15.67 | +6.1% | $6.5B | -43.0% | -316.2% | 34.0 | Downtrend |
| GDS Holdings (GDS) | $30.29 | -13.2% | $6.1B | +10.8% | -0.5% | — | Downtrend |
| Solaris Energy Infrastructure (SEI) | $77.14 | +67.8% | $5.9B | +46.9% | 25.8% | 7.7 | Uptrend |
| Argan (AGX) | $406.64 | +29.8% | $5.7B | +61.5% | 14.8% | 4.8 | Downtrend |
| Core Scientific (CORZ) | $16.83 | +15.6% | $5.4B | +108.8% | -47.8% | 12.3 | Downtrend |
| Primoris Services (PRIM) | $85.33 | -31.3% | $4.6B | -10.7% | -1.6% | 0.6 | Mixed |
| MARA Holdings (MARA) | $11.10 | +23.6% | $4.3B | -26.7% | -298.0% | 5.3 | Mixed |
| IPG Photonics (IPGP) | $83.20 | +16.2% | $3.5B | +11.1% | 1.6% | 3.3 | Mixed |
| NuScale (SMR) | $8.20 | -42.2% | $3.5B | -99.1% | -85337.3% | 329.4 | Downtrend |
| Navitas (NVTS) | $12.30 | +72.3% | $3.2B | -27.3% | -258.2% | 87.9 | Mixed |
| CleanSpark (CLSK) | $12.46 | +23.1% | $3.2B | +102.2% | 41.6% | 4.2 | Downtrend |
| Centrus Energy (LEU) | $158.35 | -34.8% | $3.2B | +14.0% | 5.9% | 6.7 | Downtrend |
| Extreme Networks (EXTR) | $24.20 | +45.3% | $3.2B | +10.3% | 6.2% | 2.5 | Uptrend |
| Benchmark Electronics (BHE) | $86.95 | +103.3% | $3.1B | +17.7% | 4.0% | 1.1 | Uptrend |
| Fermi (FRMI) | $4.14 | -48.3% | $2.7B | — | — | — | Downtrend |
| Bitdeer (BTDR) | $11.09 | -1.1% | $2.6B | +77.3% | 25.8% | 4.2 | Mixed |
| Himax Technologies (HIMX) | $14.79 | +80.6% | $2.6B | -8.2% | 5.3% | 3.1 | Uptrend |
| nLIGHT (LASR) | $39.95 | +6.5% | $2.3B | +33.8% | -4.3% | 7.4 | Downtrend |
| Calix (CALX) | $34.53 | -34.8% | $2.2B | +21.3% | 7.4% | 2.0 | Downtrend |
| Fluence (FLNC) | $7.94 | -59.9% | $1.5B | +7.9% | — | 0.6 | Downtrend |
| VNET Group (VNET) | $5.33 | -37.1% | $1.4B | — | — | — | Downtrend |
| POET Technologies (POET) | $7.94 | +25.4% | $1.1B | +2494.6% | — | 977.2 | Mixed |
| Nano Nuclear Energy (NNE) | $16.79 | -30.1% | $901.6M | — | -7393.7% | — | Downtrend |
| Lightwave Logic (LWLG) | $5.75 | +77.5% | $886.5M | +27.9% | -22195.2% | 3542.3 | Downtrend |
| HIVE Digital (HIVE) | $2.94 | +13.8% | $805.0M | +73.5% | — | 2.4 | Mixed |
| WhiteFiber (WYFI) | $17.78 | +12.5% | $690.5M | +54.5% | -32.1% | 7.3 | Downtrend |
| Digi Power X (DGXX) | $3.64 | +42.5% | $368.6M | -7.6% | — | 10.8 | Downtrend |
| TSS (TSSI) | $10.51 | +48.7% | $296.6M | -20.1% | 4.6% | 1.5 | Mixed |
| Soluna (SLNH) | $1.08 | -8.1% | $262.9M | +144.6% | -112.5% | 6.2 | Downtrend |
More lists of AI stocks
A list filtered by published criteria, not a recommendation: not investment advice, not a pick.