Valuation hub
AI Infrastructure Stocks Valuation
AI infrastructure stocks valuation covers servers, networking, storage, optical connectivity, and data center systems that sit around accelerated computing clusters. These businesses can be tied to AI server demand, cloud capex cycles, enterprise refresh timing, and component supply constraints, so TickerVal frames the group around assumptions rather than headlines. This hub compares intrinsic value references, DCF outputs, reverse DCF implied growth, EV/EBITDA, P/FCF, and financial trends where the static pipeline has exported complete data. For infrastructure names, the key questions often involve revenue durability after large deployments, operating leverage, backlog conversion, working capital, free cash flow conversion, and exposure to hyperscale purchasing patterns. TickerVal keeps the language neutral and research-oriented: the page is designed to show what the current price implies, what each model can or cannot use, and how reported financials connect to valuation assumptions.
Theme coverage
AI infrastructure stocks valuation, AI server demand valuation
10 stocks currently have exported local valuation data.
Valuation table
Rows use the existing static data export; symbols without complete snapshots are added after pipeline export.
| Stock | Price | Model median | Implied growth | EV/EBITDA | P/FCF | Price vs model median |
|---|---|---|---|---|---|---|
| SMCISuper Micro Computer, Inc. | 32.10 USD | 18.79 USD | 5.2% | 15.3x | 13.2x | +70.8% |
| DELLDell Technologies Inc. | 210.17 USD | 94.66 USD | 8.7% | 14.6x | 16.8x | +122% |
| HPEHewlett Packard Enterprise Company | 28.57 USD | 11.48 USD | -5.1% | - | 13x | +149% |
| VRTVertiv Holdings Co | 353.60 USD | 27.82 USD | 28.8% | 65.2x | 72.5x | +1,171% |
| ANETArista Networks, Inc. | 172.70 USD | 81.94 USD | 20.7% | 55.6x | 51.8x | +111% |
| CLSCelestica Inc. | 410.45 USD | 55.43 USD | 34.2% | 39.4x | 103.5x | +641% |
| PSTGEverpure Inc | 74.63 USD | 4.31 USD | 17.9% | 66.5x | 41.6x | +1,632% |
| NTAPNetApp, Inc. | 112.25 USD | 95.42 USD | 4.4% | 15.6x | 17.5x | +17.6% |
| CRDOCredo Technology Group Holding Ltd | 190.58 USD | 3.46 USD | 40.0% | 572.4x | 1189.6x | +5,408% |
| COHRCOHERENT CORP. | 329.50 USD | 9.82 USD | 40.0% | - | 264.5x | +3,255% |
Super Micro Computer, Inc. (SMCI) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 22B USD, free cash flow is 2B USD, and reverse DCF currently points to implied growth of 5.2%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Dell Technologies Inc. (DELL) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 114B USD, free cash flow is 9B USD, and reverse DCF currently points to implied growth of 8.7%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Hewlett Packard Enterprise Company (HPE) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 34B USD, free cash flow is 3B USD, and reverse DCF currently points to implied growth of -5.1%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Vertiv Holdings Co (VRT) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 10B USD, free cash flow is 2B USD, and reverse DCF currently points to implied growth of 28.8%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Arista Networks, Inc. (ANET) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 9B USD, free cash flow is 4B USD, and reverse DCF currently points to implied growth of 20.7%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Celestica Inc. (CLS) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 12B USD, free cash flow is 461M USD, and reverse DCF currently points to implied growth of 34.2%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Everpure Inc (PSTG) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 4B USD, free cash flow is 616M USD, and reverse DCF currently points to implied growth of 17.9%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
NetApp, Inc. (NTAP) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 7B USD, free cash flow is 1B USD, and reverse DCF currently points to implied growth of 4.4%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Credo Technology Group Holding Ltd (CRDO) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 437M USD, free cash flow is 29M USD, and reverse DCF currently points to implied growth of 40.0%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
COHERENT CORP. (COHR) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 6B USD, free cash flow is 193M USD, and reverse DCF currently points to implied growth of 40.0%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
FAQ
What does AI infrastructure valuation focus on?
The hub focuses on AI server demand, networking and storage growth, margin structure, working capital, free cash flow conversion, and current price implied expectations.
Which valuation models are shown for AI infrastructure stocks?
TickerVal shows available intrinsic value models, DCF, reverse DCF, EV/EBITDA, P/FCF, and financial-trend references when the local pipeline has enough data.
Does TickerVal rank AI infrastructure stocks?
No. TickerVal explains valuation assumptions and model outputs without issuing rankings, ratings, price targets, or buy/sell recommendations.