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.
Quick answer
What does AI infrastructure valuation focus on?
TickerVal's ai infrastructure stocks valuation hub compares 55 stocks through intrinsic value, DCF, reverse DCF implied growth, EV/EBITDA, P/FCF, valuation assumptions, and financial trends. It is designed to make assumptions visible for research reference, not to rank stocks or issue investment opinions.
Which stocks are covered?
AI infrastructure stocks valuation, AI server demand valuation
55 stocks currently have exported local valuation data.
Supply chain
Supply chain atlas
Coverage in this theme grouped by chain position, so peers in the same layer can be compared on the same valuation assumptions. Click a ticker to open the detail page.
Upstream
01Inputs, tools, and IP that enable the chain.
Optical transceivers and laser components for high-bandwidth AI links.
Midstream
02Core design, integration, and platform companies.
Downstream
03Manufacturing, assembly, and end-customer delivery.
All-flash and hybrid storage for AI training data and inference pipelines.
Cloud, data, and software platforms exposed to AI workload and enterprise automation demand.
Sector primer
AI infrastructure 2026: who captures margin in a $300K AI server
A bill-of-materials read on AI rack economics — where the silicon pass-through compresses OEM margin, where the layer above silicon captures durable margin, and how the ten tickers in this hub map to those layers.
The unit of analysis for this hub is not the server, it is the rack. A reference NVIDIA HGX H100 server runs in the $250–$400K range depending on configuration; an HGX H200 or DGX B200 reaches higher still; a fully populated NVIDIA NVL72 Blackwell rack lands well above $3M. Within that BOM, the GPU module typically accounts for 60–75% of cost, leaving the rest of the system — networking, storage, power, cooling, optical interconnect, and integration — to share the remaining 25–40% of dollars and the much larger share of operating margin. Where each ticker in this hub captures value depends almost entirely on which slice of the residual it sits inside.
The hub covers ten companies across six layers: AI servers (Super Micro, Dell, HPE), ODM manufacturing (Celestica), switching and networking (Arista, Credo), enterprise storage (Pure Storage, NetApp), power and thermal (Vertiv), and optical components (Coherent). Each layer has a distinct margin profile and a distinct relationship to the underlying GPU economics.
AI servers and ODM: the silicon pass-through tax
Super Micro is the leveraged play on AI server unit growth, with calendar 2024 revenue running north of $20B (vs $7B in fiscal 2023) and operating margin in the high-single digits. The thesis rests on velocity — first-to-market with new NVIDIA reference designs, broad SKU coverage, and direct-to-hyperscaler relationships — but the gross margin runs structurally below traditional enterprise OEMs because the GPU pass-through dilutes the system-level math. When 70% of revenue is NVIDIA silicon at near zero markup, the remaining 30% has to cover all of design, integration, test, logistics, warranty, and operating margin.
Dell and HPE have larger non-AI businesses that dilute the AI-server signal. Dell's ISG segment carries the AI server revenue alongside traditional storage and PowerEdge, while HPE's server segment includes Cray, ProLiant, and the Juniper acquisition. Each enterprise OEM is exposed to AI rack economics, but in a smaller share of total revenue, and at lower unit-growth velocity than Super Micro. Reverse DCF on the TickerVal pages reflects that gap — SMCI's reverse-DCF FCF CAGR implies upper-teens growth where DELL and HPE imply mid-single-digits.
Celestica sits one layer back as the contract manufacturer for hyperscaler-spec hardware. The economics are different: ODM gross margin runs in the high single digits, but capital intensity is lower than a branded OEM, and the customer concentration in CLS's Connectivity & Cloud Solutions segment skews to hyperscalers and AI-cluster builds. CLS does not compete on brand or design IP; it competes on supply-chain execution and component sourcing for designs that come from NVIDIA, hyperscalers, or upstream system architects.
Switching and optical: where the per-bit economics get paid
AI training clusters move enormous bandwidth between accelerators, and the switching layer is the structural beneficiary. Arista Networks' 7800R and 7060 platforms ship 800G and 400G ports for AI back-end and front-end fabrics, and the company guided to a multi-billion AI revenue run-rate exiting 2025 inside its Cloud Titans segment. Gross margin in the low-60s and operating margin above 40% reflect the software content (EOS) and customer-specific feature pull, not just hardware ASIC pass-through.
Credo Technology occupies a narrower slice — Active Electrical Cable and Active Optical Cable interconnect, plus retimer chips for high-speed SerDes — and the addressable opportunity is rising with 800G and 1.6T data-rate adoption. Coherent (the post-merger combination of II-VI and Coherent) supplies the optical components and laser sources that go into 800G and 1.6T transceivers; the company's networking segment is the AI-exposed line, while the materials and lasers segments serve broader industrial markets. Optical demand is binary on the AI side: each 100K-GPU cluster requires hundreds of thousands of optical transceivers, which is a multi-quarter ASP and unit tailwind, but it concentrates customer exposure to a small number of hyperscaler programs.
Enterprise storage: AI training data at scale
Pure Storage and NetApp sit in an indirect slice of AI infrastructure. Training data sets — text corpora, video, multimodal — must be served at high throughput with deterministic latency, and all-flash storage has captured share from spinning media in those workloads. PSTG's DirectFlash architecture and FlashBlade product line have hyperscaler engagements (Meta is a disclosed customer), but the larger growth driver in the assumptions is enterprise AI workloads beyond hyperscaler training. NTAP serves the same enterprise demand but with a longer install base and slower revenue acceleration — the reverse-DCF gap between PSTG and NTAP reflects exactly that growth-versus-installed-base trade-off.
Power and thermal: the constraint that became a moat
Vertiv's thesis is the simplest in the hub: AI rack densities (NVL72 systems can pull 120+ kilowatts per rack versus 10–15 kW for traditional servers) require liquid cooling, busway power distribution, in-row CDUs, and rack-scale thermal management that the prior generation of enterprise data center hardware cannot supply. Vertiv revenue ran near $8B in 2024 and grew at mid-to-upper teens, with operating margin expansion from 12% to the high-teens reflecting both mix-shift (more high-density orders) and operating leverage on a scaling backlog. Reverse DCF on VRT implies low-teens FCF CAGR through the explicit window — at the upper edge of the 5-year range but consistent with the rack-density structural shift.
What the page is implying right now
5-year P/E percentile reads are bifurcated across this hub. SMCI, ANET, VRT, and PSTG sit in the upper deciles. DELL, HPE, NTAP, and CLS sit closer to their 5-year medians. CRDO and COHR have shorter listed histories that limit the percentile read. Reverse DCF implied FCF CAGR for the AI-leveraged names (SMCI, ANET, VRT, PSTG) reaches the upper end of their respective ranges. The enterprise OEM names (DELL, HPE, NTAP) imply more conservative growth paths consistent with a mixed-AI revenue exposure. The mechanical statement is the same as elsewhere in TickerVal: the AI-leveraged tickers are being priced through a multi-year capex window; the diversified names are not.
Tensions worth tracking
First, the silicon pass-through tax. As long as the GPU is 60–75% of system cost, the OEM and ODM layer captures a small slice of dollar revenue per AI rack. Any pricing shift on the GPU side — AMD MI400 share gains compressing NVIDIA ASP, hyperscaler internal silicon shifting unit mix away from merchant GPUs — flows directly through to system-level economics. The net effect on each ticker depends on whether the system-maker retains the customer through the silicon transition or loses the slot to a different integrator.
Second, the optical and networking layer is exposed to specific data-rate transitions. The 400G to 800G transition is largely complete in 2025; the 800G to 1.6T transition starts late 2025 into 2026, and the timing of that adoption affects ANET, CRDO, and COHR backlog conversion in measurable ways. A delayed 1.6T ramp pushes revenue right; an accelerated ramp brings it forward.
Third, the enterprise AI revenue split. Hyperscaler AI capex is the visible growth driver, but the enterprise AI workload — fine-tuning, retrieval-augmented generation, internal-deployment inference — is the under-priced second leg. PSTG, NTAP, ANET enterprise mix, and Dell ISG enterprise mix all carry exposure to whether enterprise AI deployment compounds at the rate hyperscaler training did. The reverse-DCF assumptions on those pages can be cross-checked against enterprise-segment commentary in their respective filings.
Research reference only. Not investment advice. Source: SEC EDGAR. The actual valuation work happens on each stock's detail page, where reverse-DCF inputs, model suitability, and source-trace coverage can be inspected directly.
How do the valuation metrics compare?
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% |
| CIENCIENA CORP | 535.29 USD | 18.96 USD | 38.1% | 259.2x | 116.9x | +2,723% |
| FNFabrinet | 621.28 USD | 73.66 USD | 29.0% | 54.4x | 109.1x | +743% |
| LITELumentum Holdings Inc. | 903.80 USD | 11.51 USD | 40.0% | - | - | +7,752% |
| AAOIApplied Optoelectronics, Inc. | 148.94 USD | - | - | - | - | - |
| NBISNebius Group N.V. | 177.05 USD | 2.82 USD | 40.0% | - | - | +6,178% |
| NOKNokia Oyj | 12.82 USD | 2.72 USD | 15.6% | 26.2x | 41x | +371% |
| ERICTelefonaktiebolaget LM Ericsson (publ) | 11.88 USD | 8.62 USD | -0.2% | 7.2x | 12.5x | +37.8% |
| ORCLOracle Corporation | 195.95 USD | 45.84 USD | 19.7% | 25.9x | - | +328% |
| IBMInternational Business Machines Corporation | 229.76 USD | 144.20 USD | 4.3% | 15.4x | 17.5x | +59.3% |
| NOWServiceNow, Inc. | 91.18 USD | 55.41 USD | 10.5% | 36.7x | 20.9x | +64.6% |
| SNOWSnowflake Inc. | 152.45 USD | 114.03 USD | 19.9% | - | 45.9x | +33.7% |
| CRMSalesforce, Inc. | 181.82 USD | 248.07 USD | 1.3% | 19x | 12.1x | -26.7% |
| MSFTMicrosoft Corporation | 414.44 USD | 133.76 USD | 13.8% | - | 43.2x | +210% |
| GOOGAlphabet Inc. | 383.22 USD | 90.89 USD | 19.0% | - | 64x | +322% |
| GOOGLAlphabet Inc. | 385.69 USD | 90.89 USD | 19.1% | - | 64.4x | +324% |
| AMZNAMAZON COM INC | 268.26 USD | 54.71 USD | 21.7% | 19.8x | 259.5x | +390% |
| METAMeta Platforms, Inc. | 608.75 USD | 240.03 USD | 10.7% | - | 34x | +154% |
| PLTRPalantir Technologies Inc. | 144.07 USD | 1.98 USD | 40.0% | - | 176.9x | +7,176% |
| NETCloudflare, Inc. | 196.13 USD | 23.63 USD | 40.0% | - | 237.7x | +730% |
| AKAMAKAMAI TECHNOLOGIES INC | 103.87 USD | 49.13 USD | 2.4% | 11.2x | 15.1x | +111% |
| DDOGDatadog, Inc. | 140.53 USD | 10.71 USD | 21.0% | 10498.7x | 51.1x | +1,212% |
| MDBMongoDB, Inc. | 299.47 USD | 62.56 USD | 37.8% | - | 48.6x | +379% |
| WDCWestern Digital Corporation | 431.52 USD | 37.21 USD | 30.5% | - | 121.2x | +1,060% |
| STXSeagate Technology Holdings plc | 726.93 USD | 59.00 USD | 40.0% | - | 192.8x | +1,132% |
| SNDKSandisk Corporation | 1,562.34 USD | - | - | - | - | - |
| SANMSanmina Corporation | 247.31 USD | 65.43 USD | 20.7% | 27.2x | 28.8x | +278% |
| JBLJabil Inc. | 363.15 USD | 184.65 USD | 10.2% | 22.2x | 27x | +96.7% |
| FLEXFlex Ltd. | 140.54 USD | 23.05 USD | 22.7% | 35.7x | 51.5x | +510% |
| PLXSPlexus Corp. | 268.90 USD | 64.35 USD | 17.8% | 26.3x | 48.2x | +318% |
| PENGPenguin Solutions, Inc. | 44.23 USD | 6.76 USD | 14.3% | 21.1x | 24x | +554% |
| CRWVCoreWeave, Inc. | 114.15 USD | - | - | 28.2x | - | - |
| CORZCore Scientific, Inc. | 22.92 USD | 0.18 USD | 33.4% | - | - | +12,633% |
| CIFRCipher Digital Inc. | 20.55 USD | 0.55 USD | - | - | - | +3,636% |
| IRENIREN Limited | 61.20 USD | 8.45 USD | - | 70.9x | - | +624% |
| WULFTeraWulf Inc. | 23.39 USD | - | - | - | - | - |
| HUTHut 8 Corp. | 98.46 USD | - | - | - | - | - |
| APLDApplied Digital Corporation | 44.90 USD | - | - | 21835.5x | - | - |
| BTDRBitdeer Technologies Group | 13.46 USD | - | - | 12.1x | - | - |
| EQIXEquinix, Inc. | 1,085.03 USD | 211.36 USD | 11.5% | - | 27.2x | +413% |
| DLRDigital Realty Trust, Inc. | 200.70 USD | 72.21 USD | 10.9% | - | 29.5x | +178% |
| AMTAMERICAN TOWER CORP /MA/ | 181.61 USD | 149.81 USD | 6.8% | 14.6x | 22.5x | +21.2% |
| CCICROWN CASTLE INC. | 89.26 USD | 103.33 USD | 6.6% | 16.3x | 13.6x | -13.6% |
| IRMIron Mountain Incorporated | 128.84 USD | 2.08 USD | 40.0% | 25x | - | +6,094% |
| SBACSBA Communications Corporation | 219.54 USD | 121.02 USD | 5.8% | 24.6x | 22.1x | +81.4% |
| DBRGDigitalBridge Group, Inc. | 15.65 USD | 11.14 USD | -2.0% | 89.8x | 10.7x | +40.4% |
What does each stock page add?
Each note links back to a stock detail page with model assumptions, source-data coverage, and financial trend context.
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.
CIENA CORP (CIEN) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 5B USD, free cash flow is 665M USD, and reverse DCF currently points to implied growth of 38.1%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Fabrinet (FN) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 3B USD, free cash flow is 207M USD, and reverse DCF currently points to implied growth of 29.0%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Lumentum Holdings Inc. (LITE) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 2B USD, free cash flow is -105M 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.
Applied Optoelectronics, Inc. (AAOI) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 456M USD, free cash flow is -353M USD, and reverse DCF currently points to implied growth of -. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Nebius Group N.V. (NBIS) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 530M USD, free cash flow is -4B 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.
Nokia Oyj (NOK) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 23B USD, free cash flow is 2B USD, and reverse DCF currently points to implied growth of 15.6%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Telefonaktiebolaget LM Ericsson (publ) (ERIC) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 26B USD, free cash flow is 3B USD, and reverse DCF currently points to implied growth of -0.2%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Oracle Corporation (ORCL) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 57B USD, free cash flow is -394M USD, and reverse DCF currently points to implied growth of 19.7%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
International Business Machines Corporation (IBM) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 68B USD, free cash flow is 12B USD, and reverse DCF currently points to implied growth of 4.3%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
ServiceNow, Inc. (NOW) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 13B USD, free cash flow is 5B USD, and reverse DCF currently points to implied growth of 10.5%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Snowflake Inc. (SNOW) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 5B USD, free cash flow is 1B USD, and reverse DCF currently points to implied growth of 19.9%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Salesforce, Inc. (CRM) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 42B USD, free cash flow is 14B USD, and reverse DCF currently points to implied growth of 1.3%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Microsoft Corporation (MSFT) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 282B USD, free cash flow is 72B USD, and reverse DCF currently points to implied growth of 13.8%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Alphabet Inc. (GOOG) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 403B USD, free cash flow is 73B USD, and reverse DCF currently points to implied growth of 19.0%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Alphabet Inc. (GOOGL) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 403B USD, free cash flow is 73B USD, and reverse DCF currently points to implied growth of 19.1%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
AMAZON COM INC (AMZN) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 717B USD, free cash flow is 11B USD, and reverse DCF currently points to implied growth of 21.7%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Meta Platforms, Inc. (META) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 201B USD, free cash flow is 46B USD, and reverse DCF currently points to implied growth of 10.7%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Palantir Technologies Inc. (PLTR) 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 2B 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.
Cloudflare, Inc. (NET) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 2B USD, free cash flow is 287M 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.
AKAMAI TECHNOLOGIES INC (AKAM) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is -, free cash flow is 1B USD, and reverse DCF currently points to implied growth of 2.4%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Datadog, Inc. (DDOG) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 3B USD, free cash flow is 1B USD, and reverse DCF currently points to implied growth of 21.0%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
MongoDB, Inc. (MDB) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 2B USD, free cash flow is 500M USD, and reverse DCF currently points to implied growth of 37.8%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Western Digital Corporation (WDC) 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 1B USD, and reverse DCF currently points to implied growth of 30.5%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Seagate Technology Holdings plc (STX) 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 818M 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.
Sandisk Corporation (SNDK) 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 -120M USD, and reverse DCF currently points to implied growth of -. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Sanmina Corporation (SANM) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 8B USD, free cash flow is 473M 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.
Jabil Inc. (JBL) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 30B USD, free cash flow is 1B USD, and reverse DCF currently points to implied growth of 10.2%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Flex Ltd. (FLEX) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 26B USD, free cash flow is 1B USD, and reverse DCF currently points to implied growth of 22.7%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Plexus Corp. (PLXS) 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 154M USD, and reverse DCF currently points to implied growth of 17.8%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Penguin Solutions, Inc. (PENG) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 1B USD, free cash flow is 100M USD, and reverse DCF currently points to implied growth of 14.3%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
CoreWeave, Inc. (CRWV) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 5B USD, free cash flow is -7B USD, and reverse DCF currently points to implied growth of -. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Core Scientific, Inc. (CORZ) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 319M USD, free cash flow is -451M USD, and reverse DCF currently points to implied growth of 33.4%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Cipher Digital Inc. (CIFR) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 224M USD, free cash flow is -696M USD, and reverse DCF currently points to implied growth of -. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
IREN Limited (IREN) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 501M USD, free cash flow is -295M USD, and reverse DCF currently points to implied growth of -. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
TeraWulf Inc. (WULF) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 168M USD, free cash flow is -1B USD, and reverse DCF currently points to implied growth of -. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Hut 8 Corp. (HUT) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 235M USD, free cash flow is -787M USD, and reverse DCF currently points to implied growth of -. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Applied Digital Corporation (APLD) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 144M USD, free cash flow is -797M USD, and reverse DCF currently points to implied growth of -. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Bitdeer Technologies Group (BTDR) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 620M USD, free cash flow is -2B USD, and reverse DCF currently points to implied growth of -. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Equinix, Inc. (EQIX) 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 11.5%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Digital Realty Trust, Inc. (DLR) 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 2B USD, and reverse DCF currently points to implied growth of 10.9%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
AMERICAN TOWER CORP /MA/ (AMT) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 11B USD, free cash flow is 4B USD, and reverse DCF currently points to implied growth of 6.8%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
CROWN CASTLE INC. (CCI) 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 3B USD, and reverse DCF currently points to implied growth of 6.6%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Iron Mountain Incorporated (IRM) 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 -878M 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.
SBA Communications Corporation (SBAC) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 3B USD, free cash flow is 1B USD, and reverse DCF currently points to implied growth of 5.8%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
DigitalBridge Group, Inc. (DBRG) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 94M USD, free cash flow is 258M USD, and reverse DCF currently points to implied growth of -2.0%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Frequently asked questions
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.