
Best data center stocks for May 2026
Seven data center stocks ranked by investment quality — Vertiv, Super Micro, and Arista Networks all place, while the two top spots are saved for the countdown's finish.
Everything tagged "data center" across the TickerSpark archives.

Seven data center stocks ranked by investment quality — Vertiv, Super Micro, and Arista Networks all place, while the two top spots are saved for the countdown's finish.

Fabrinet is scaling revenue on strong optical demand and a fast-ramping HPC program while maintaining solid margins. Valuation is not cheap, but the report still supports a Buy on execution and growth momentum.

Marvell is emerging as a key AI infrastructure supplier, with fiscal 2026 revenue up 42% and data center sales topping $6B. The upside is real, but the stock already prices in a lot of success at 36.4x forward earnings.
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