Magnificent 7 Stocks Sell Off — 3 Data Center Plays to Jump On

All members of the Magnificent Seven have seen their shares fall since the start of the year — led by Microsoft MSFT -1.93% ▼ — amid worries about Big Tech’s massive capital expenditure on AI. Yet, several data center stocks continue to carry Strong Buy ratings with attractive upsides.

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Based on the TipRanks Compare Data Center Stocks tool, this article spotlights three such stocks flagged as solid that investors can use to bolster their portfolios. They are Applied Digital Corporation APLD -8.61% ▼ , Arista Networks ANET -1.44% ▼ , and Amphenol APH +0.51% ▲ .

**Applied Digital Corporation **APLD -8.61% ▼

This is a Texas-based data center operator that also designs and builds such facilities. Applied Digital manages customers’ servers and offers cloud infrastructure and computing services across North America. It also offers infrastructure services to crypto mining clients.

Analysts have a Strong Buy consensus rating on APLD based on 10 Buys issued over the past three months. The average APLD price target of $52.22 implies about 118% upside from current trading levels.

**Arista Networks **ANET -1.44% ▼

Arista is a computer hardware company that develops and sells cloud networking solutions such as ultra-fast Ethernet switches that connect AI clusters in modern data centers. The California-based company services a broad range of companies, including those in tech, media and entertainment, finance, and government.

The firm currently carries a Strong Buy consensus rating from analysts based on 16 Buys and one Hold assigned over the past three months. The solid rating comes with an average price target of $181.79 that suggests about 49% upside.

**Amphenol **APH +0.51% ▲

Amphenol is a U.S. designer and manufacturer of electrical and fiber-optic connectors, interconnect systems, and sensors. These products underpin the bulk of physical infrastructure inside data centers that link switches, routers, servers, and storage arrays, supporting fast, efficient data movement and real-time environmental monitoring.

Analysts’ Strong Buy rating on APH is based on 11 Buys and one Hold recommended over the past three months. The stock offers about 39% upside based on an average price target of $172.92.

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