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Networking & optical theme · 12 dossiers
Dossiers in the Networking & optical theme — 12 stocks moving on the same story.
CurrentWorked on 11 October 2026 · maturing.
All 12 are dated research with a published kill line — the level named in advance that would prove the call wrong.
All dossiers ANET Arista Networks, Inc. Medium Arista Networks is turning AI data-center spending into about 40% revenue growth on raised 2026 guidance of roughly $12.6 billion. The third-quarter report on 3 November 2026 shows whether revenue reaches the $3.3 billion guide and gross… LITE Lumentum Holdings Inc. Medium Demand for Lumentum Holdings' AI data-center lasers exceeds what it can ship, per Stifel on 5 October 2026, and the 8 October 2026 optics selloff cut no estimates; the 5 November 2026 report decides whether revenue confirms the… MRVL Marvell Technology, Inc. Medium Marvell Technology's growth case strengthened at its 6 October 2026 Investor Day, which set a $70–90 billion fiscal 2031 revenue target against a $47 billion consensus. Alphabet's 28 October 2026 spending guidance and the early-December… CIEN Ciena Corporation Medium Ciena Corporation's AI-driven optical order book, with backlog expected above $10 billion, has lifted the shares off their September lows. The fiscal-fourth-quarter report, estimated for about 10 December 2026, settles the case: revenue… CRDO Credo Technology Group Holding Ltd Medium Credo Technology's revenue is still more than doubling and management expects optical products to lift second-half fiscal 2027 growth. The early-December fiscal second-quarter report settles it: revenue at or above the $525 million… CSCO Cisco Systems, Inc. Medium Cisco Systems' AI-networking orders point to faster fiscal 2027 revenue, and its shares have recovered to $114.89 from a late-September slide. The first-quarter report, expected around 10 November 2026, shows whether $9.3 billion of AI… HPE Hewlett Packard Enterprise Company Medium Hewlett Packard Enterprise is being repriced as a networking-led AI infrastructure company and now trades at the $72.06 consensus target. The 3 December 2026 fiscal fourth-quarter report shows whether the raised networking outlook and $1.2… OCC Optical Cable Corporation Medium Optical Cable Corporation's data-center orders lifted third-quarter sales 22.0% and gross margin to 37.4%, but backlog stalled at $13.5 million. The fourth-quarter report, expected around mid-December 2026, will show whether growth holds… SILC Silicom Ltd Medium Silicom's networking-card revenue rose 59% in Q2 2026 and a first AI inference order adds a second growth line, with the shares now back below Needham's $60 target. The 29 October 2026 third-quarter report shows whether revenue meets the… SMTC Semtech Corporation Medium Semtech's data-center interconnect growth lifted the shares 41.9% in three months to a $197.20 closing high; the 15 October 2026 teach-in targets and a fiscal Q3 report inside the $405–415 million outlook decide whether the advance holds. TSEM Tower Semiconductor Ltd. Medium Tower Semiconductor's silicon-photonics foundry business is shipping in volume against contracted 2027 demand, and the 8 October optics sell-off carried no company news; the mid-November third-quarter report settles whether revenue lands… ALAB Astera Labs, Inc. Low Astera Labs' Scorpio switch ramp still supports guided third-quarter revenue of $540–560 million, but the shares gave back their index-speculation rally to close at $347.05 on 8 October 2026. The 3 November 2026 report decides whether that…