Valuation hub
Optical Interconnect Stocks Valuation
Optical interconnect stocks valuation connects AI data center networking, coherent optics, transceivers, routing systems, SerDes, and high-speed manufacturing capacity. The group includes component suppliers, optical module makers, networking equipment vendors, and chip companies tied to bandwidth demand inside accelerated computing clusters. TickerVal frames the page around intrinsic value, DCF, reverse DCF implied growth, historical EV/EBITDA, P/FCF, and financial trends rather than market narratives. For optical-linked companies, the key assumptions are revenue durability after hyperscale deployment waves, gross margin normalization, customer concentration, inventory cycles, capex needs, and free cash flow conversion. The table below lets readers compare current implied expectations and then open each stock detail page for model ranges, source traces, historical multiples, and reported financial data.
Quick answer
What does optical interconnect valuation focus on?
TickerVal's optical interconnect stocks valuation hub compares 17 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?
optical interconnect stocks valuation, AI data center optical modules, transceiver EV/EBITDA comparison
17 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.
Midstream
02Core design, integration, and platform companies.
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 |
|---|---|---|---|---|---|---|
| COHRCOHERENT CORP. | 329.50 USD | 9.82 USD | 40.0% | - | 264.5x | +3,255% |
| LITELumentum Holdings Inc. | 903.80 USD | 11.51 USD | 40.0% | - | - | +7,752% |
| AAOIApplied Optoelectronics, Inc. | 148.94 USD | - | - | - | - | - |
| FNFabrinet | 621.28 USD | 73.66 USD | 29.0% | 54.4x | 109.1x | +743% |
| CIENCIENA CORP | 535.29 USD | 18.96 USD | 38.1% | 259.2x | 116.9x | +2,723% |
| CRDOCredo Technology Group Holding Ltd | 190.58 USD | 3.46 USD | 40.0% | 572.4x | 1189.6x | +5,408% |
| MRVLMarvell Technology, Inc. | 164.95 USD | 21.00 USD | 28.2% | - | 102.7x | +686% |
| AVGOBroadcom Inc. | 421.28 USD | 42.40 USD | 28.5% | 78x | 76x | +894% |
| ANETArista Networks, Inc. | 172.70 USD | 81.94 USD | 20.7% | 55.6x | 51.8x | +111% |
| CSCOCISCO SYSTEMS, INC. | 91.85 USD | 28.31 USD | 10.4% | 31.2x | 27.6x | +224% |
| 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% |
| GLWCorning Incorporated | 158.26 USD | 23.61 USD | 22.6% | - | 51.2x | +570% |
| APHAMPHENOL CORP /DE/ | 142.30 USD | 28.09 USD | 25.4% | 25.1x | 41.5x | +407% |
| IPGPIPG Photonics Corporation | 104.49 USD | 36.01 USD | 9.2% | 50.9x | 160.4x | +190% |
| EXTRExtreme Networks, Inc. | 24.18 USD | 13.44 USD | 9.1% | 99.4x | 25.1x | +79.9% |
| CALXCalix, Inc. | 43.81 USD | 5.81 USD | 20.8% | 75.2x | 26.3x | +654% |
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.
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.
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.
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.
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.
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.
Marvell Technology, Inc. (MRVL) 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 1B USD, and reverse DCF currently points to implied growth of 28.2%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Broadcom Inc. (AVGO) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 64B USD, free cash flow is 27B USD, and reverse DCF currently points to implied growth of 28.5%. 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.
CISCO SYSTEMS, INC. (CSCO) 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 13B USD, and reverse DCF currently points to implied growth of 10.4%. 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.
Corning Incorporated (GLW) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 16B USD, free cash flow is 3B USD, and reverse DCF currently points to implied growth of 22.6%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
AMPHENOL CORP /DE/ (APH) 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 4B USD, and reverse DCF currently points to implied growth of 25.4%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
IPG Photonics Corporation (IPGP) 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 28M USD, and reverse DCF currently points to implied growth of 9.2%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Extreme Networks, Inc. (EXTR) 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 127M USD, and reverse DCF currently points to implied growth of 9.1%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Calix, Inc. (CALX) 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 116M USD, and reverse DCF currently points to implied growth of 20.8%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Frequently asked questions
Why does optical interconnect matter for AI data centers?
AI clusters need high-bandwidth links between accelerators, switches, storage, and data center networks, which can affect optical module, transceiver, SerDes, and networking equipment demand.
Which assumptions matter for optical interconnect valuation?
Important assumptions include hyperscale capex timing, module pricing, gross margin normalization, customer concentration, inventory cycles, and free cash flow conversion.
Does this hub provide investment advice?
No. The hub is a research reference for valuation assumptions and does not provide investment advice, ratings, price targets, or buy/sell recommendations.