2 Elite AI Optical Stocks to Buy for 2027

One of the biggest themes heading into 2027 is fiber optics.

And the good news is many stocks are approaching oversold.

Let’s unpack 2 elite AI optical stocks to buy for 2027.

Many believe the AI race is only about creating faster chips.

What could be the bigger bottleneck? Moving that data.

Data centers contain tens of thousands of processors. However, those chips aren’t useful if there’s a huge time lag.

We’re approaching the physical limits of moving data via electricity.

A huge infrastructure shift is replacing electrons with photons.

Using light, speeds increase. Capacities increase. And efficiency ramps.

This technology isn’t a distant hope.

It’s a reality today. Factories are being built now with cutting-edge photonics technology.

Today, we’ll dive into 2 all-star stocks benefiting from this technological revolution.

And the good news is that both names are considerably off their highs…making them a compelling purchase as we approach 2027.

2 Elite AI Optical Stocks to Buy for 2027

Markets are under pressure right now. Our data suggests a bottom is approaching.

The stocks that will lead us out of the depths will have 2 characteristics:

• Fabulous forward fundamentals
• Healthy institutional buy pressure

Our top photonics stocks make the cut.

The first elite optical stock to own for 2027 is Corning (GLW). The $135 billion market cap glass maker is a core optics name in the AI buildout.

Think of Corning as the highway for AI data transmission:

Why Corning makes sense today is the simple fact that the stock has suffered recently with a 40% pullback from highs.

All hyperscale data centers need miles of fiber optic cable.

This has caused demand to surge for Corning’s products.

Here’s their estimated Optical Communications segment sales estimates from Wall Street.

FY2026 is slated to reach $8.5 billion and balloon to $14.6 billion in FY 2028:

Sales targets soaring up and to the right is what you want to see in a stock opportunity.

Marry it with institutional sponsorship, and you’re staring at pocket aces.

Below is our money flow signal in action.

Note how large capital began flowing into GLW shares earlier this year, lifting the stock week after week (left).

The blue bars on the right highlight how GLW made our Outlier 20 list multiple times. That’s the all-star grade of our system:

Once the market bottoms…keep this name on your radar as it’s primed for upside given the massive backlog extending years.

And of course, the historical precedent of being a Big Money favorite.

Now let’s look at another opportunity.

The 2^nd elite optical stock to buy for 2027 is Marvell (MRVL). The $240 billion market cap player makes the high-speed semiconductor technology at the intersection of AI chips and optical networks.

If Corning builds the highway, Marvell builds the tech that gets the data onto the highway…fast.

Data centers need Marvell’s technology.

The shares are down 17% from highs. The P/E now sits at 44 times:

Here’s what’s incredible about Marvell.

1-year estimated EPS growth is +61%.

1-year estimated sales growth is +51%.

These are rockstar stats. Diving further, let’s peek at Marvell’s Datacenter segment sales estimates.

FY 2027 sales are forecasted to reach $9.8 billion and more than double to $23.6 billion in FY 2029.

Data really is beautiful!

If you think institutional investors haven’t been along for the ride…think again.

With a MAP Score of 75.9, MRVL sits right in the sweet spot of our data.

A wicked bout of green flows hit MRVL shares in March at a price of $92 and didn’t stop until prices reached $300.

Note the Outlier blue signals emphasizing how MRVL was a top buy signal in our data:

Keep investing simple.

Go with the flows!

And MoneyFlows has made it easier than ever to invest alongside the biggest themes out there.

Our newly released Frontiers Indexes include 11 AI-driven baskets including AI, Robotics, Photonics, Grid & Power, Space, and more.

Below is a snapshot of our Photonics Frontier which holds 11 names that are highly ranked in our process and are loved by institutions.

It’s never been easier to get thematic exposure in the best stocks…validated by the MoneyFlows process.

Our PRO (Annual) subscription now includes access to all 11 Frontiers, and their outlier baskets.

Save time with cutting edge research in the biggest frontiers.

It’s our biggest enhancement of the year.

AND get access to our daily flows in our cutting-edge portal.

Also included is our weekly Outlier 20 report and monthly Frontiers 20 report.

Make the most of the September selloff!

If you’re a serious investor or money manager, this is unmatched research!

AND don’t miss my deep dive conversation with Jason Bodner on 3 top optical stocks to own for 2027.

You can learn our process. Enjoy!