Optical & networking stocks

6 names · group market sentiment 61 · Warm

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

Prices as of 2026-09-18 23:30 UTC. Updates live in your browser.

Optical & networking sentiment history

Now

21-session change

+18

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 third of 6 segments.

Segment	Market sentiment	21-session change
Memory & storage	75	+17
AI chips	67	+25
Optical & networking This page	61	+18
Neoclouds	60	+31
Equipment & EDA	57	+13
Power & systems	51	+24

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	$199.39	-0.07%	-0.10%	$251.7B	47
2	Marvell Technology MRVL	$244.25	+1.45%	+3.45%	$211.1B	68
3	Lumentum LITE	$930.91	+4.17%	+0.42%	$80.2B	70
4	Coherent COHR	$317.36	+7.22%	+3.93%	$58.0B	79
5	Ciena CIEN	$348.80	+1.32%	-0.21%	$48.8B	57
6	Credo Technology CRDO	$175.89	+4.54%	+7.94%	$31.6B	74

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), Coherent (COHR), Ciena (CIEN), Credo Technology (CRDO).

What is optical & networking sentiment right now?

The market-cap weighted market sentiment for this group is 61 out of 100, which reads as warm.

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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