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Further Reading from MarketBeat.com

5 AI Infrastructure Stocks Smart Money Is Buying Before the Next Surge

Reported by Ryan Hasson. Article Published: 4/27/2026. 

Rows of active server racks with blue and green indicator lights line a data center corridor.

KEY POINTS

  • Institutional investors have been steadily accumulating shares in five AI infrastructure companies, including Vertiv, Arista Networks, Celestica, Amphenol, and Astera Labs.
  • These five companies supply critical data center components, including power and cooling systems, networking switches, and connectivity chips.
  • Several of these stocks have hit all-time highs recently, with Celestica surging 360% over the past year and Arista Networks rising nearly 120% over the same period.
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Not every AI infrastructure winner has NVIDIA’s (NASDAQ: NVDA) brand recognition, Alphabet’s (NASDAQ: GOOGL) market cap, or Microsoft’s (NASDAQ: MSFT) profile. The buildout of the AI data-center stack is creating significant value across many companies and industries beneath those headline names—power systems, networking hardware, connectivity chips, server assemblies, and interconnects that make everything run.

While much of the market’s attention remains on the usual suspects, institutions have been steadily accumulating positions in a tier of companies that are growing faster and often have clearer visibility into forward demand. Here are five names worth watching.

Vertiv Holdings: Powering the AI Data Center From the Inside Out

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Vertiv (NYSE: VRT) builds the critical power management and thermal cooling systems that keep AI data centers online. As AI chips such as NVIDIA’s Blackwell and Google’s Ironwood generate substantially more heat per rack than prior generations, demand for Vertiv’s solutions has become a durable structural tailwind for the company.

The company joined the S&P 500 on March 23, a milestone that triggered mandatory institutional buying and marked its transition from a mid-cap industrial into a bona fide large-cap compounder. Institutional ownership now stands at almost 90%, following roughly $11.1 billion in inflows versus about $9 billion in outflows over the prior 12 months.

Q1 2026 results, reported on April 22, reinforced that momentum. Revenue of $2.65 billion was up 30% year over year. Adjusted operating profit rose 64% and EPS of $1.17 beat the consensus by $0.17. Management raised full-year guidance across key metrics, and the market responded: VRT reached an all-time high of $330.30 on April 24, leaving the stock up almost 100% year to date.

Following the earnings beat, multiple Wall Street firms raised price targets, including JPMorgan and Morgan Stanley to $350, TD Cowen to $347, and RBC Capital to $356. The consensus rating is a Moderate Buy, supported by strong institutional conviction.

Arista Networks: The Networking Backbone Behind AI at Scale

Arista Networks (NYSE: ANET) is a leading provider of high-speed networking switches and software for hyperscale data centers. Large GPU clusters require the low-latency, high-bandwidth networking fabric that Arista supplies, making it a critical player in the AI infrastructure stack—even if it doesn’t always capture retail attention.

The stock has delivered impressive returns, rising nearly 120% over the past 12 months, with about 30% of those gains this year. It reached an all-time high near $180 on April 24 as the fundamental story strengthened: management raised 2026 revenue guidance to 25% growth and set a $3.25 billion target for AI networking revenue for the year.

Analyst sentiment is broadly bullish, with a consensus Buy rating. JPMorgan, Evercore, and UBS have all set $200 price targets in April. When Alphabet unveiled its Virgo Network at Cloud Next 2026, Evercore called it an incremental positive for Arista. Ahead of its upcoming earnings in May, institutional investors have been net buyers, with almost $19 billion in inflows over the past 12 months versus about $15 billion in outflows.

Celestica: The AI Server Manufacturer Flying Under the Radar

Celestica (NYSE: CLS) may be the most compelling, under-the-radar name on this list. The company manufactures high-speed networking switches, AI servers, and storage systems for hyperscale data centers and is building a growing roster of hyperscaler customers. Beyond contract assembly, Celestica’s design capabilities, supply-chain depth, and manufacturing scale across 15 countries provide a meaningful competitive moat.

Shares closed at $410.21 on April 24, up 4.75% that day and setting a new high amid a 52-week range of $81.88 to $420.63. Over the past 12 months the stock has surged roughly 360%.

Celestica is set to report Q1 2026 results on April 27 after the market close, amid high analyst expectations. The consensus EPS estimate of $2.07 implies meaningful quarter-over-quarter growth. Ahead of the report, the consensus rating is a Moderate Buy, with a consensus price target implying nearly 9% downside—suggesting earnings and guidance will need to impress for the stock to move higher from here.

Institutions have been strong supporters. Over the past 12 months they purchased almost $8 billion of stock versus about $4.5 billion in outflows. While the stock has run hard this year, that institutional backing may give investors confidence to hold through short-term volatility following the earnings release.

Amphenol: The Connector Giant That Runs Through Everything

Amphenol (NYSE: APH) manufactures connectors, cables, and interconnect systems that physically link components within data centers. It may not be a retail favorite, but Amphenol’s components are ubiquitous across servers, switches, power distribution units, and storage systems. As data-center density rises to support AI workloads, connector content per rack also increases—benefitting Amphenol.

The stock has risen almost 100% over the past 12 months and nearly 10% year to date. Q4 2025 revenue grew 49% year over year to $6.4 billion. Q1 2026 guidance calls for $6.9 billion to $7.0 billion in revenue, representing 43% to 45% year-over-year growth. The IT datacom segment—driven largely by AI data-center demand—accounted for 38% of total sales in Q4 and grew 110% year over year.

Q1 earnings are due on April 29. Analysts maintain a consensus Moderate Buy ratingbased on 15 ratings and an average price target near $156.71, implying roughly 5% upside. Institutions have been consistent accumulators, with current institutional ownership near 97%. Over the past 12 months, institutions put over $41 billion into the stock, versus about $22.6 billion in outflows, producing a strong net inflow.

Astera Labs: The Connectivity Chip Specialist Surging Into Earnings

Astera Labs (NASDAQ: ALAB) designs semiconductor-based connectivity solutions that remove bandwidth and latency bottlenecks inside AI data centers. Its PCIe and CXL smart retimers, Ethernet smart cable modules, and COSMOS software platform are embedded in rack-scale infrastructure—the same systems hyperscalers use to build massive AI training and inference clusters.

The stock rose 7.7% on April 24 after renewed momentum tied to the Amazon-Anthropic 5-gigawatt Trainium capacity deal, which analysts expect to be a multi-year tailwind for connectivity solutions. Q4 2025 revenue of $270.6 million grew 91.8% year over year, beating consensus, and EPS of $0.58 topped the $0.51 estimate.

Twenty-three analysts cover the stock, with a consensus rating of Moderate Buy (source). Institutional interest has been strong: nearly 600 institutions bought ALAB over the past 12 months, totaling almost $7 billion in inflows, while just over 250 institutions sold about $4 billion in shares.

These five companies illustrate that the AI opportunity extends well beyond the marquee chip and cloud names. Power, cooling, networking, connectors, and specialized connectivity chips are all essential to the buildout—and many of those suppliers offer clearer visibility into near-term demand and attractive long-term growth prospects..

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Published by RJ Hamster

I was born on 6 August 1956 in San Francisco, California to Janet and (the late) Richard Hovis. I grew up in Santa Monica, California where I attended elementary, junior high school, and high school (graduating in 1974), in addition to involvement in sports and recreation (Little League +, the Boy’s Club ++). Further, it was in elementary school – St. Augustine’s By-the -Sea Parish School that I found, and made the choice to truly journey with God. I attended Arizona State University from 1974 to 1977 – seeking to become an architect, however, I was not accepted, and, as such, I graduated with a Liberal Arts degree. Upon graduation from Arizona State University, I attended Cal Poly San Luis Obispo and studied City and Regional Planning at the Master’s level. I successfully completed one (1) year in a two (2) year program – I did not complete the Master’s degree in City and Regional Planning – due to personal reasons. I returned to Santa Monica where I started (October 1979) my career as graphic designer with Exxon Company, USA. I spent five years with Exxon Company, USA. While working with Exxon Company, USA I was accepted into architectural school – Sci-Arc in Southern California, however, I did not attend preferring to stay with Exxon.. In 1982 I married Laura Flosi and in April 1983 we had our one and only child – Lauren Alain Hovis – a gift from God. We moved to Phoenix, Arizona in 1984 from Los Angeles, where I went to work as a graphic designer with Kitchell CEM (from 1985 -1987). From 1987 – 1995 I was an independent contractor, and a registered representative in mortgage finance, financial management, graphic design, and drafting. Further, I attended the University of Phoenix and successfully obtained a Master’s in Business Administration (MBA) in 1982. I was also a member of the Scottsdale Jaycees, where I became very involved in community events and projects. In 1994, I accepted a cartography position with the Defense Mapping Agency in Reston, Virginia. As such, I relocated from Phoenix to Reston. In 1998, I was accepted and worked as a Visual Information Officer with the Central Intelligence Agency. In 2002, I worked as a Support Officer until my retirement (due to a need for shoulder surgery) in September 2018. Away from my Federal Government service, I have been involved in various organizations and activities in Northern Virginia. In November of 2011, I married Rebecca Ouellette in Santa Monica, California. I reside in San Tan Valley, AZ with my two hamster - Jess and Timothy, our fish, our lizard - RJ Lizard., and our cats - Pearl and Grey. As to hobbies, I enjoy playing sports, attending sporting events, mentoring individuals from financial management to hamsters, building models, photography, travel, multimedia design, managing partner for RJ Hamster, and jazz – smooth jazz to a samba or a bossa nova. Love and God Bless, Peter – aka RJ Hamster Jo hi

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