Buy these stocks to ride the next big AI wave — connectivity, analyst says

Shares of Coherent and Lumentum are Deutsche Bank's “highest conviction” picks among hardware companies in the era of AI.

Market Watch • Sep 1, 2026

A10 Networks Launches A10 AI Gateway, an Intelligent Control Plane for All AI Operations

SAN JOSE, Calif.--(BUSINESS WIRE)-- #AISecurity--A10 Networks Launches A10 AI Gateway, an Intelligent Control Plane for All AI Operations.

Business Wire • Aug 13, 2026

A10 Networks Q2 Earnings Call Highlights

A10 Networks NYSE: ATEN reported second-quarter revenue growth of 15.5% as demand for its application networking and security offerings benefited from AI-related traffic, latency and security requirements. The company raised its full-year revenue and earnings outlook, citing results through the first half and visibility into demand.

MarketBeat • Aug 6, 2026

A10 Networks, Inc. (ATEN) Q2 2026 Earnings Call Transcript

A10 Networks, Inc. (ATEN) Q2 2026 Earnings Call Transcript

Seeking Alpha • Aug 6, 2026

A10 Networks Reports Financial Results for the Second Quarter of 2026

SAN JOSE, Calif.--(BUSINESS WIRE)--A10 Networks, Inc. (NYSE: ATEN), a leading provider of secure application services and solutions, today announced financial results for its second quarter ended June 30, 2026. Second Quarter 2026 Financial Summary Quarterly revenue of $80.1 million, a 15.5% year-over-year increase. Revenue for the first six months of 2026 was $155.1 million compared to $135.5 million for the first six months of 2025, an increase of approximately 14.5%. GAAP gross margin of 79.

Business Wire • Aug 5, 2026

A10 Networks (ATEN) Q2 Earnings Miss Estimates

A10 Networks (ATEN) came out with quarterly earnings of $0.25 per share, missing the Zacks Consensus Estimate of $0.26 per share. This compares to earnings of $0.21 per share a year ago.

Zacks Investment Research • Aug 6, 2026

A10 Networks to Announce Second Quarter 2026 Financial Results on August 5, 2026

SAN JOSE, Calif.--(BUSINESS WIRE)--A10 Networks (NYSE: ATEN) today announced that the company's second quarter 2026 financial results will be released after the markets close on Wednesday, August 5, 2026. Management will host a call that day at 1:30 p.m. Pacific time (4:30 p.m. Eastern time) to discuss the results.Interested parties may access the conference call by dialing (888) 506-0062 (toll-free) or (973) 528-0011 (international) and referencing access code: 338698.A live audio webcast of th.

Business Wire • Jul 8, 2026

5 Small and Mid-Cap AI Stocks to Buy That Have Skyrocketed in 1H 2026

BAND, AIP, PENG, ATEN and VECO are among small- and mid-cap AI stocks that surged in 1H 2026 with more room to grow in 2H.

Zacks Investment Research • Jun 30, 2026

A10 Networks: Positioned For AI Growth

A10 Networks (ATEN) is rated BUY, driven by strong earnings, AI security expansion, and a compelling valuation discount to peers. ATEN's sticky, mission-critical solutions yield high recurring revenues and significant cross-selling opportunities amid accelerating enterprise AI buildouts. The TrojAI acquisition strategically enhances ATEN's AI security suite, though material revenue contribution is expected in two years.

Seeking Alpha • Jun 30, 2026

A10 Networks Acquires TrojAI Inc., Expanding AI Roadmap

SAN JOSE, Calif.--(BUSINESS WIRE)--A10 Networks (NYSE: ATEN) today announced that it has acquired TrojAI, an AI security company focused on helping organizations secure, test and govern AI applications and agentic workflows. The acquisition strengthens A10's ability to deliver sovereign AI security, helping customers control how and where their AI models, data and agents are protected. TrojAI delivers two layers of AI security: red teaming that probes models, agents, and applications for vulner.

Business Wire • Jun 15, 2026