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5 AI Infrastructure Stocks Smart Money Is Buying Before the Next SurgeAuthored by Ryan Hasson. Publication Date: 4/27/2026. 
Key Points
- Institutional investors have been steadily accumulating shares in five AI infrastructure companies, including Vertiv, Arista Networks, Celestica, Amphenol, and Astera Labs.
- These five companies supply critical data center components, including power and cooling systems, networking switches, and connectivity chips.
- Several of these stocks have hit all-time highs recently, with Celestica surging 360% over the past year and Arista Networks rising nearly 120% over the same period.
- Special Report: Elon’s “Hidden” Company
Not every AI infrastructure winner carries NVIDIA's (NASDAQ: NVDA) name recognition, Alphabet's (NASDAQ: GOOGL) market cap, or Microsoft's (NASDAQ: MSFT) leadership. The buildout of the AI data center stack is creating significant value across many companies and industries beneath those headline names, supplying power systems, networking hardware, connectivity chips, server assemblies, and interconnects that make everything function. While much of the market's attention remains fixed on the usual suspects, institutions have been steadily accumulating positions in a tier of companies that are growing faster and often have clearer visibility into forward demand than the bigger names. Here are five names worth watching. Vertiv Holdings: Powering the AI Data Center From the Inside Out
When the SpaceX IPO launches, most retail investors will be locked out. The banks, funds, and insiders get in early - while everyone else waits on the sidelines.
But one small infrastructure supplier - a critical piece Musk can't scale the Colossus network without - is still trading well under institutional radar. A new briefing reveals the name and ticker at no cost. Get the SpaceX infrastructure stock name and ticker here
Vertiv (NYSE: VRT) makes the critical power management and thermal-cooling systems that keep AI data centers running. As AI chips such as NVIDIA's Blackwell and Google's Ironwood generate significantly more heat per rack than prior generations, demand for Vertiv's solutions has become a durable structural tailwind in the infrastructure buildout. The company joined the S&P 500 on March 23, a milestone that triggered mandated institutional buying and marked its evolution from a mid-cap industrial into a large-cap compounder. Its institutional ownership now stands at almost 90%, following nearly $11.1 billion in inflows over the prior 12 months versus close to $9 billion in outflows during the same period. Q1 2026 results, reported on April 22, confirmed the stock's momentum. Revenue of $2.65 billion was up 30% year over year. Adjusted operating profit rose 64%, and EPS of $1.17 beat the consensus by $0.17. Management raised full-year guidance across key metrics, and the market responded: VRT hit an all-time high of $330.30 on April 24, putting the stock up almost 100% year to date. Following the earnings beat, multiple Wall Street firms raised their price targets, including JPMorgan and Morgan Stanley to $350, TD Cowen to $347, and RBC Capital to $356. The consensus rating is a Moderate Buy, supported by strong institutional conviction. Arista Networks: The Networking Backbone Behind AI at ScaleArista Networks (NYSE: ANET) is the dominant provider of high-speed networking switches and software for hyperscale data centers. Every major GPU cluster built at scale requires the low-latency, high-bandwidth networking fabric that Arista supplies. Despite not always getting broad retail attention, its performance has been impressive: the stock has risen nearly 120% over the last 12 months, with roughly 30% of those gains coming so far this year. The stock hit a fresh all-time high near $180 on April 24, underpinned by fundamentals. During its Q4 2025 earnings release, management raised 2026 revenue guidance to 25% growth and set a $3.25 billion target for AI networking revenue for the year. Analyst sentiment is overwhelmingly bullish, with a consensus Buy rating. In April, JPMorgan and Evercore raised price targets to $200, and UBS maintains a Buy with a $200 target as well. When Alphabet unveiled its Virgo Network at Cloud Next 2026, Evercore called it an incremental positive for Arista's business. Ahead of its upcoming earnings in May, institutional investors have been buyers, with almost $19 billion in inflows over the past 12 months versus about $15 billion in outflows. Celestica: The AI Server Manufacturer Flying Under the RadarCelestica (NYSE: CLS) may be the most compelling story on this list — and one of the least known to retail investors. The company manufactures high-speed networking switches, AI servers, and storage systems for hyperscale data centers, and has a growing roster of hyperscaler customers. It is more than a contract assembler: its design capabilities, supply chain depth, and manufacturing scale across 15 countries provide a competitive moat that is increasingly hard to replicate. Shares closed at $410.21 on April 24, up 4.75% that day and setting a new all-time high. The 52-week range of $81.88 to $420.63 reflects how dramatically the market has repriced the company over the past year; the stock has surged roughly 360% over the past 12 months. Celestica is set to report Q1 2026 results on April 27 after the close, with high analyst expectations. The consensus EPS estimate of $2.07 implies meaningful quarter-over-quarter growth. Ahead of the report, the consensus rating is a Moderate Buy, while the average price target implies nearly 9% downside — indicating the stock will likely need strong earnings and guidance to extend its recent rally. Institutional investors have been active: over the prior 12 months they have purchased almost $8 billion of stock versus nearly $4.5 billion in outflows. In the short term the share price may be stretched after its rapid run, but substantial institutional backing should give investors some confidence through any pullback. Amphenol: The Connector Giant That Runs Through EverythingAmphenol (NYSE: APH) makes connectors, cables, and interconnect systems that physically link components within data centers. It’s not a flashy retail favorite, but it is essential to the AI infrastructure stack: most servers, switches, power distribution units, and storage systems contain Amphenol components. As data center density rises to accommodate AI workloads, connector content per rack increases substantially. The numbers back that up. APH stock has nearly doubled over the past 12 months and is up about 10% year to date. Q4 2025 revenue grew 49% year over year to $6.4 billion. Q1 2026 guidance calls for $6.9 billion to $7.0 billion in revenue, representing 43%–45% year-over-year growth. The IT datacom segment—driven almost entirely by AI data center demand—accounted for 38% of total sales in Q4 and grew 110% year over year. Q1 earnings were due on April 29. Ahead of the report, analysts held a consensus Moderate Buy rating across 15 ratings, with an average price target near $156.71, implying roughly 5% upside. Institutions have been consistent accumulators, now representing almost 97% of shares outstanding. Over the past 12 months institutions bought over $41 billion of stock versus $22.6 billion in outflows—resulting in a large net inflow into APH. Astera Labs: The Connectivity Chip Specialist Surging Into EarningsAstera Labs (NASDAQ: ALAB) designs semiconductor-based connectivity solutions that remove bandwidth and latency bottlenecks inside AI data centers. Its PCIe and CXL smart retimers, Ethernet smart cable modules, and COSMOS software platform are embedded in rack-scale infrastructure—the exact infrastructure hyperscalers are deploying for the largest AI training and inference clusters. The stock jumped 7.7% on April 24 on renewed momentum tied to the Amazon-Anthropic 5-gigawatt Trainium capacity deal, a partnership analysts describe as a decade-long tailwind for connectivity solutions like Astera's. Q4 2025 revenue of $270.6 million rose 91.8% year over year, beating consensus, and EPS of $0.58 topped the $0.51 estimate. In total, 23 analysts cover the stock, with a consensus Moderate Buy. Institutional activity has been similarly bullish: over the past 12 months nearly 600 institutions bought ALAB shares, contributing almost $7 billion in inflows, while just over 250 institutions sold roughly $4 billion. |
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