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A record-breaking quarter from Fabrinet sent its stock tumbling 20% and dragged the entire AI optical complex down with it, raising a question now rippling through Marvell, Coherent, and Amphenol shareholders: is this a one-day shakeout or a crack in the AI buildout thesis?
Fabrinet (NYSE:FN) shares fell 8. 6% in pre-market trading on Tuesday as investors looked beyond stronger-than-expected fiscal fourth-quarter 2026 revenue and earnings and focused instead on weaker margins, negative free cash flow and a softer near-term profit outlook.
Fabrinet (FN) posts record Q4 revenue of $1.316 billion, up 45% year-over-year, with data center revenue surging 68% and strong Q1 guidance.
Moby summary of Fabrinet's Q4 2026 earnings call
Fabrinet (NYSE:FN) reported record fourth-quarter results for fiscal 2026, with revenue rising 45% year over year to $1.316 billion and non-GAAP earnings per share reaching $4.10, above the company’s guidance range. The fiscal fourth quarter ended June 26, 2026. For the full fiscal year, revenue in
Fabrinet (FN) delivered earnings and revenue surprises of +6.49% and +2.64%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
(Bloomberg) -- One of the stock market’s favorite momentum plays from earlier this year is re-emerging as rising confidence in artificial intelligence spending sends the shares of optical component makers soaring again.Most Read from BloombergPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DriveFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AITata Sons Chairman to Step Down, Deepening Leadership TurmoilTrump Weighs Call for Capital Gains Tax Cuts as Midterm BoostPak
China controls more than 50% of the global transceiver market, and the Federal Communications Commission is drafting a measure to bar imports of new Chinese optical transceivers, with officials hoping to publish the rule this year. Optical transceivers are the fiber-optic pipes that move AI training data between GPUs at the speed of light. If ... The Trump Administration Could Soon Create the ‘Mother of All’ AI Bottlenecks. These Stocks Could Soar.
Moby summary of Innoviz Technologies Ltd.'s Q1 2026 earnings call
Fabrinet (NYSE:FN) reported record fiscal third-quarter results as management pointed to accelerating demand across parts of its optical and non-optical portfolio, while also flagging component shortages that limited Datacom shipments. Quarterly results topped guidance as growth accelerated Chairma
Moby summary of Fabrinet's Q3 2026 earnings call
Please refer to the Investors section of our website for important information including our earnings press release and investor presentation, which include our GAAP to non-GAAP reconciliation as well as additional details of our revenue breakdown. In addition, today's discussion will contain forward-looking statements about the future financial performance of the company.
Among the best stocks in earnings performance, Comfort Systems has a pristine 99 EPS Rating, the highest in IBD's air conditioning and heating products industry group.
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