Optical & networking stocks

6 names · group market sentiment 27 · Cool

The interconnect layer. Once a model spans thousands of accelerators, the switches and optics between them become the bottleneck.

Prices as of 2026-11-04 01:35 UTC. Updates live in your browser.

Optical & networking sentiment history

Now

17-session change

-36

Period high

Period low

Cap-weighted across the 6 Optical & networking names, trading sessions only, so each step is one market day against the one before it.

How that compares

A score on its own cannot tell you whether this group is leading or the whole complex is drifting. Optical & networking currently ranks fifth of 6 segments.

Segment	Market sentiment	17-session change
Power & systems	41	-8
AI chips	40	-27
Neoclouds	40	+10
Equipment & EDA	38	-36
Optical & networking This page	27	-36
Memory & storage	25	-19

All six segments, ranked by their current cap-weighted score. See them charted side by side →

#	Name	Price	1D	5D	Market cap	Market sentiment
1	Arista Networks ANET	$169.91	+0.62%	-4.14%	$214.3B	46
2	Marvell Technology MRVL	$171.97	-12.44%	-26.44%	$150.8B	6
3	Lumentum LITE	$680.16	-19.10%	-16.86%	$61.6B	9
4	Ciena CIEN	$300.08	-6.44%	-10.67%	$42.5B	15
5	Coherent COHR	$207.49	-1.35%	-6.33%	$40.9B	28
6	Credo Technology CRDO	$150.91	-0.05%	-0.16%	$28.4B	44

The names in detail

Other segments

Common questions

Which stocks count as optical & networking?

ChipSentiment tracks 6 names in this group: Arista Networks (ANET), Marvell Technology (MRVL), Lumentum (LITE), Ciena (CIEN), Coherent (COHR), Credo Technology (CRDO).

What is optical & networking sentiment right now?

The market-cap weighted market sentiment for this group is 27 out of 100, which reads as cool.

Why does this group matter to AI?

The interconnect layer. Once a model spans thousands of accelerators, the switches and optics between them become the bottleneck.

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