Hidden AI Infrastructure Companies Present Significant Opportunities
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 hours ago
0mins
Should l Buy CALX?
Source: Fool
- TTM Technologies Growth: TTM Technologies (TTMI) reported a 57% year-over-year growth in its data center computing segment by late 2025, with a projected 66% increase in Q1 2026, highlighting its critical role in AI servers and defense systems, alongside a $1.61 billion defense backlog indicating strong market demand.
- Bel Fuse Reorganization and Acquisition: Bel Fuse (BELF) has reorganized into two business units and acquired Methode Electronics' data transceiver business, enhancing its position in high-density data center power delivery, reflecting its growing importance in AI infrastructure.
- Calix's AI Investment: Calix (CALX) has invested over $100 million in AI capabilities since 2023 and launched a new platform built on Google Cloud in 2025, expected to benefit from federal broadband deployment funding, further solidifying its market position in fiber networks.
- Clearfield's Market Outlook: Clearfield (CLFD) launched the NOVA platform designed for hyperscale data centers, with its market projected to grow from $19.1 billion in 2022 to $29.7 billion by 2026, at a CAGR of 13.1%, despite execution risks, as its core community broadband providers are expected to deploy funds more rapidly.
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Analyst Views on CALX
Wall Street analysts forecast CALX stock price to rise
6 Analyst Rating
5 Buy
1 Hold
0 Sell
Strong Buy
Current: 49.780
Low
75.00
Averages
79.50
High
85.00
Current: 49.780
Low
75.00
Averages
79.50
High
85.00
About CALX
Calix, Inc. is an appliance-based platform, cloud and managed services company. It develops, markets, and sells its appliance-based platform, cloud and managed services that enable service providers of all types and sizes to transform their businesses. Its Calix Platform consists of Calix Cloud, which comes in three role-based editions: Calix Engagement Cloud, Calix Operations Cloud and Calix Service Cloud; Calix Intelligent Access, its network solution for automated, intelligent next-generation networks, and Calix Unlimited Subscriber, its premises solution for subscriber managed services. Its SmartLife managed services consist of SmartHome managed services and applications to enhance, operate and secure the connected experience of subscribers in their home; SmartBiz managed services address the business networking and productivity needs of small business owners, and SmartMDU managed services, which provide purpose-built, flexible connectivity solutions for multifamily properties.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Hidden AI Infrastructure Companies Present Significant Opportunities
- TTM Technologies Growth: TTM Technologies (TTMI) reported a 57% year-over-year growth in its data center computing segment by late 2025, with a projected 66% increase in Q1 2026, highlighting its critical role in AI servers and defense systems, alongside a $1.61 billion defense backlog indicating strong market demand.
- Bel Fuse Reorganization and Acquisition: Bel Fuse (BELF) has reorganized into two business units and acquired Methode Electronics' data transceiver business, enhancing its position in high-density data center power delivery, reflecting its growing importance in AI infrastructure.
- Calix's AI Investment: Calix (CALX) has invested over $100 million in AI capabilities since 2023 and launched a new platform built on Google Cloud in 2025, expected to benefit from federal broadband deployment funding, further solidifying its market position in fiber networks.
- Clearfield's Market Outlook: Clearfield (CLFD) launched the NOVA platform designed for hyperscale data centers, with its market projected to grow from $19.1 billion in 2022 to $29.7 billion by 2026, at a CAGR of 13.1%, despite execution risks, as its core community broadband providers are expected to deploy funds more rapidly.
See More
AI Infrastructure Companies Show Significant Growth Potential
- TTM Technologies Growth: TTM Technologies reported a 57% year-over-year growth in its data center computing segment in late 2025, with a projected additional 66% increase in Q1 2026, indicating strong demand and market positioning in AI infrastructure.
- Bel Fuse Strategic Reorganization: Bel Fuse has reorganized into Aerospace, Defense & Industrial Technology units, reflecting revenue shifts, and acquired Methode Electronics' dataMate business to enhance its competitive edge in high-density data center power delivery.
- Calix Platform Upgrade: Calix launched a next-generation platform in October 2025, built on Alphabet's Google Cloud, investing over $100 million in AI capabilities, and is expected to benefit from federal broadband deployment funding, solidifying its market position among broadband service providers.
- Clearfield Market Outlook: Clearfield's new NOVA platform offers high-density modular fiber solutions for hyperscale data centers, with the market projected to grow from $19.1 billion in 2022 to $29.7 billion by 2026, reflecting a robust compound annual growth rate of 13.1%, showcasing significant growth potential.
See More
BBT Leverages Calix Platform to Drive ARPU Growth
- Significant ARPU Growth: BBT achieved a 20% year-over-year increase in average revenue per user (ARPU) by leading with personalized residential experiences, driven by their investment in the Calix One platform and the expertise of Calix Success, showcasing their competitive edge in the market.
- Rapid Small Business Expansion: BBT successfully deployed Calix SmartBiz in just four months to meet initial demand from small businesses in West Texas, enhancing service delivery efficiency and laying the groundwork for further expansion in the small business market.
- Personalized Experience Conversion: By aligning value-based offers with subscribers' lifestyles, BBT's
See More
BBT Leverages Calix Platform to Drive ARPU Growth
- Significant ARPU Growth: BBT achieved a 20% year-over-year growth in average revenue per user (ARPU) by leveraging personalized residential experiences through the Calix One platform and the expertise of Calix Success, showcasing its competitive edge in the market.
- Small Business Expansion: BBT rapidly deployed Calix SmartBiz within four months to meet demand from small businesses in West Texas, demonstrating its ability to respond quickly to market needs and further strengthening its business foundation.
- Operational Efficiency Improvement: Utilizing Calix Business Insights, BBT identified operational gaps and implemented enhancements that streamlined subscriber acquisition and support processes, thereby increasing overall service efficiency and customer satisfaction.
- Market Strategy Adjustment: Collaboration with Calix Success enabled BBT to align teams and messaging around a clear, data-driven go-to-market strategy, simplifying subscriber interactions and establishing a repeatable growth model, which further solidified its market position.
See More
Investment Opportunities in Phase 2 of the AI Supercycle
- Strong Performance by Keysight: Keysight Technologies reported $1.6 billion in revenue for Q1 2026, marking a 23% year-over-year increase, with record orders of $1.65 billion, as wireline revenue surpassed wireless for the first time, highlighting strong demand for 800G and 1.6T optical transceiver validation, crucial for AI infrastructure development.
- Growth Outlook: Management guided for fiscal 2026 revenue growth of “just above 20%,” and after a 23% stock surge, Keysight trades around $290 per share, approximately 10% below the analyst consensus price target, indicating strong market confidence in its future growth.
- Calix Platform Innovation: The launch of Calix One, which integrates cloud software, AI agents, and managed services, has been adopted by one-third of its 1,200 broadband provider customers, demonstrating its strong appeal in the small and midsized rural broadband market, particularly in areas underserved by Comcast.
- Government Funding Support: Calix is securing billions in funding through the federal Broadband Equity, Access, and Deployment (BEAD) program, facilitating fiber deployments across Illinois, Indiana, Kentucky, and Michigan, thereby strengthening its market position and growth potential.
See More
Calix Ranks 85th on Fortune's 2026 Best Companies to Work For List
- Cultural Recognition: Calix ranks 85th on Fortune's 2026 Best Companies to Work For list and 21st among Best Large Workplaces in Tech, reflecting its customer-first culture and accelerating business momentum.
- Platform Transformation: Over the past 15 years, Calix has evolved into a software-led platform company with Calix Cloud®, enabling communications service providers (CSPs) to enhance network operations and customer service, achieving Net Promoter Scores (NPS®) as high as 94 and increasing average revenue per user (ARPU).
- AI-Native Platform: The launch of the AI-native Calix One™ platform in February 2026 has fully migrated all customers to Google Cloud, preparing them to leverage comprehensive agentic capabilities to accelerate operational transformation and enhance subscriber experiences.
- Long-Term Investment: Calix has invested over $2 billion in the past 15 years to build an AI-native platform that empowers CSPs of all sizes to compete and succeed in their markets, demonstrating its commitment to long-term growth.
See More
Hidden AI Infrastructure Companies Present Significant Opportunities
- TTM Technologies Growth: TTM Technologies (TTMI) reported a 57% year-over-year growth in its data center computing segment by late 2025, with a projected 66% increase in Q1 2026, highlighting its critical role in AI servers and defense systems, alongside a $1.61 billion defense backlog indicating strong market demand.
- Bel Fuse Reorganization and Acquisition: Bel Fuse (BELF) has reorganized into two business units and acquired Methode Electronics' data transceiver business, enhancing its position in high-density data center power delivery, reflecting its growing importance in AI infrastructure.
- Calix's AI Investment: Calix (CALX) has invested over $100 million in AI capabilities since 2023 and launched a new platform built on Google Cloud in 2025, expected to benefit from federal broadband deployment funding, further solidifying its market position in fiber networks.
- Clearfield's Market Outlook: Clearfield (CLFD) launched the NOVA platform designed for hyperscale data centers, with its market projected to grow from $19.1 billion in 2022 to $29.7 billion by 2026, at a CAGR of 13.1%, despite execution risks, as its core community broadband providers are expected to deploy funds more rapidly.
See More
AI Infrastructure Companies Show Significant Growth Potential
- TTM Technologies Growth: TTM Technologies reported a 57% year-over-year growth in its data center computing segment in late 2025, with a projected additional 66% increase in Q1 2026, indicating strong demand and market positioning in AI infrastructure.
- Bel Fuse Strategic Reorganization: Bel Fuse has reorganized into Aerospace, Defense & Industrial Technology units, reflecting revenue shifts, and acquired Methode Electronics' dataMate business to enhance its competitive edge in high-density data center power delivery.
- Calix Platform Upgrade: Calix launched a next-generation platform in October 2025, built on Alphabet's Google Cloud, investing over $100 million in AI capabilities, and is expected to benefit from federal broadband deployment funding, solidifying its market position among broadband service providers.
- Clearfield Market Outlook: Clearfield's new NOVA platform offers high-density modular fiber solutions for hyperscale data centers, with the market projected to grow from $19.1 billion in 2022 to $29.7 billion by 2026, reflecting a robust compound annual growth rate of 13.1%, showcasing significant growth potential.
See More
BBT Leverages Calix Platform to Drive ARPU Growth
- Significant ARPU Growth: BBT achieved a 20% year-over-year increase in average revenue per user (ARPU) by leading with personalized residential experiences, driven by their investment in the Calix One platform and the expertise of Calix Success, showcasing their competitive edge in the market.
- Rapid Small Business Expansion: BBT successfully deployed Calix SmartBiz in just four months to meet initial demand from small businesses in West Texas, enhancing service delivery efficiency and laying the groundwork for further expansion in the small business market.
- Personalized Experience Conversion: By aligning value-based offers with subscribers' lifestyles, BBT's
See More
BBT Leverages Calix Platform to Drive ARPU Growth
- Significant ARPU Growth: BBT achieved a 20% year-over-year growth in average revenue per user (ARPU) by leveraging personalized residential experiences through the Calix One platform and the expertise of Calix Success, showcasing its competitive edge in the market.
- Small Business Expansion: BBT rapidly deployed Calix SmartBiz within four months to meet demand from small businesses in West Texas, demonstrating its ability to respond quickly to market needs and further strengthening its business foundation.
- Operational Efficiency Improvement: Utilizing Calix Business Insights, BBT identified operational gaps and implemented enhancements that streamlined subscriber acquisition and support processes, thereby increasing overall service efficiency and customer satisfaction.
- Market Strategy Adjustment: Collaboration with Calix Success enabled BBT to align teams and messaging around a clear, data-driven go-to-market strategy, simplifying subscriber interactions and establishing a repeatable growth model, which further solidified its market position.
See More
Investment Opportunities in Phase 2 of the AI Supercycle
- Strong Performance by Keysight: Keysight Technologies reported $1.6 billion in revenue for Q1 2026, marking a 23% year-over-year increase, with record orders of $1.65 billion, as wireline revenue surpassed wireless for the first time, highlighting strong demand for 800G and 1.6T optical transceiver validation, crucial for AI infrastructure development.
- Growth Outlook: Management guided for fiscal 2026 revenue growth of “just above 20%,” and after a 23% stock surge, Keysight trades around $290 per share, approximately 10% below the analyst consensus price target, indicating strong market confidence in its future growth.
- Calix Platform Innovation: The launch of Calix One, which integrates cloud software, AI agents, and managed services, has been adopted by one-third of its 1,200 broadband provider customers, demonstrating its strong appeal in the small and midsized rural broadband market, particularly in areas underserved by Comcast.
- Government Funding Support: Calix is securing billions in funding through the federal Broadband Equity, Access, and Deployment (BEAD) program, facilitating fiber deployments across Illinois, Indiana, Kentucky, and Michigan, thereby strengthening its market position and growth potential.
See More
Calix Ranks 85th on Fortune's 2026 Best Companies to Work For List
- Cultural Recognition: Calix ranks 85th on Fortune's 2026 Best Companies to Work For list and 21st among Best Large Workplaces in Tech, reflecting its customer-first culture and accelerating business momentum.
- Platform Transformation: Over the past 15 years, Calix has evolved into a software-led platform company with Calix Cloud®, enabling communications service providers (CSPs) to enhance network operations and customer service, achieving Net Promoter Scores (NPS®) as high as 94 and increasing average revenue per user (ARPU).
- AI-Native Platform: The launch of the AI-native Calix One™ platform in February 2026 has fully migrated all customers to Google Cloud, preparing them to leverage comprehensive agentic capabilities to accelerate operational transformation and enhance subscriber experiences.
- Long-Term Investment: Calix has invested over $2 billion in the past 15 years to build an AI-native platform that empowers CSPs of all sizes to compete and succeed in their markets, demonstrating its commitment to long-term growth.
See More
