AI Infrastructure Stocks

Results

51

2 new
AI doesn't exist in a vacuum, it requires a massive physical foundation of specialized data centers, high-density cooling, and advanced electrical connectivity. As the market shifts from speculative software to the physical layer, critical infrastructure providers are turning this unprecedented demand into actual cash flow. We’ve identified the best “picks and shovels” of the AI gold rush, companies with revenue growth and the operational efficiency to convert sales into liquid capital.

51 companies

CompanyLast Price7D Return1Y ReturnMarket CapAnalysts TargetValuationGrowthDiv YieldIndustry
DELL
US$399.49-2.4%222.2%US$264.6bUS$485.0930.715.8%0.6%Tech
WDC
US$586.45-21.4%826.6%US$232.8bUS$554.1331.817.8%0.1%Tech
2308
NT$1,810.00-15.8%326.9%NT$4.7tNT$2,668.2666.829.5%0.6%Tech
VRT
US$303.95-8.7%139.0%US$125.1bUS$378.3174.924.8%0.08%Capital Goods
2317
NT$248.50-7.4%50.6%NT$3.5tNT$312.7817.715.3%2.9%Tech
LITE
US$816.98-3.9%762.2%US$67.1bUS$1,111.29144.879.1%n/aTech
KEYS
US$328.66-9.6%100.0%US$61.5bUS$383.0852.314.8%n/aTech
FLEX
US$146.70-0.6%194.0%US$59.1bUS$160.4061.139.8%n/aTech
2382
NT$362.00-3.7%26.8%NT$1.4tNT$391.4718.217.7%4.3%Tech
2345
NT$2,380.00-2.3%225.1%NT$1.3tNT$3,010.1745.034.7%0.6%Tech
CLS
CA$478.58-8.9%129.0%CA$58.9bCA$648.8640.530.6%n/aTech
JBL
US$358.60-3.6%65.0%US$39.5bUS$441.4443.928.6%0.09%Tech
NVT
US$162.92-8.0%122.1%US$27.8bUS$187.6754.719.5%0.5%Capital Goods
6669
NT$4,280.00-16.6%69.2%NT$795.4bNT$6,914.2914.323.5%1.7%Tech
P
US$69.16-7.3%24.8%US$23.8bUS$93.74101.628.4%n/aTech
TTMI
US$191.49-11.5%375.8%US$21.9bUS$212.00101.838.2%n/aTech
4958
NT$580.00-9.7%477.1%NT$620.7bNT$543.0081.841.8%0.6%Tech
2368
NT$1,190.00-12.2%331.2%NT$601.4bNT$1,485.0053.038.2%0.8%Tech
FPS
US$55.13-13.1%n/aUS$17.9bUS$59.30788.650.6%n/aCapital Goods
2301
NT$201.50-4.3%80.7%NT$457.2bNT$230.1329.630.3%2.5%Tech
AEIS
US$348.11-6.6%163.1%US$14.3bUS$396.5069.135.6%0.1%Tech
2395
NT$455.50-7.8%34.2%NT$395.5bNT$489.7335.313.6%2.0%Tech
2356
NT$63.30-6.5%48.9%NT$227.1bNT$53.8824.113.8%3.2%Tech
2376
NT$319.50-7.1%13.5%NT$214.0bNT$421.7014.917.8%3.8%Tech
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