When considering investment opportunities in the artificial intelligence (AI) sector, three lesser-known stocks—Innodata (INOD), Applied Optoelectronics (AAOI), and Celestica (CLS)—are emerging as strong contenders beyond market giants like NVIDIA.
Innodata reported a 58% year-over-year revenue increase, reaching $92.1 million, and an adjusted EPS of $0.41 for its latest quarter. The company anticipates at least 40% revenue growth through 2026. Applied Optoelectronics saw its revenues soar by 86.4% to $191.9 million, driven by more than 140% growth in data-center revenues. The firm’s 800G product line is expected to grow significantly in the coming quarter. Celestica also experienced a robust second quarter with revenues climbing 62.4% to $4.7 billion, alongside an adjusted EPS rise of 82.7% to $2.54. The company has raised its 2026 revenue outlook to $20.5 billion.
These figures highlight the targeted investments within the AI infrastructure, as all three companies play critical roles in the ecosystem that supports AI advancements.
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