Top 10 Co-Packaged Optics (CPO) Stocks to Buy in 2026

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10. Corning Incorporated (NYSE:GLW)

Read How Corning Is Winning The CPO Opportunity: Corning Is Moving Beyond Fiber Cables. Can AI Networking Pay Off?

9. Intel Corp (NASDAQ:INTC)

Read More: Intel’s AI Growth Is Accelerating, With Advanced Packaging Offering Another Path to Upside

8. Coherent Corp. (NYSE:COHR)

Coherent is set to be a major beneficiary of CPO: Coherent (COHR) Could Benefit From AI Networking Even if CPO Adoption Takes Time

7. Credo Technology Group Holding Ltd (NASDAQ:CRDO)

Credo’s CPO opportunity: Copper, Optics, or CPO? Credo Is Positioned to Win Whichever Way It Goes

6. Lumentum Holdings Inc. (NASDAQ:LITE)

Is Lumentum stock still worth buying? Read more: Lumentum (LITE) Can’t Meet Demand. Can Its Valuation Hold Up?

5. Ciena Corporation (NYSE:CIEN)

Here’s what we think about Ciena’s growth: Evercore Says Ciena Could Be Worth $550+. Here’s the Math

4. Broadcom Inc. (NASDAQ:AVGO)

Read More: Meta Tested Broadcom’s CPO for 1 Million Port-Hours. What It Found

3. Nvidia Corporation (NASDAQ:NVDA)

Is Nvidia still a buy on its earnings growth potential? Nvidia Has $62 Billion in Cash and a Lower P/E. Is It a Buy?

2. Marvell Technology Inc. (NASDAQ:MRVL)

Read More: Google’s Next AI Chip Is Running Late. Why GF Says Marvell Still Looks Well Positioned

1. Applied Optoelectronics Inc. (NASDAQ:AAOI)

Here’s how AAOI’s earnings are expected to grow next year: Applied Optoelectronics Is Down 60%. Is the Selloff a Buying Opportunity?

⚠️ This post reflects the author’s personal opinion and is for informational purposes only. It does not constitute financial advice. Investing involves risk and should be done independently. Read full disclaimer →