FN News | Roxom Stocks

1 BTC

=

- USD

Loading market data...

FN

Mkt Cap

$13.80B

Volume

900.55K

Next Earnings

November 2nd

Chart Financials Earnings News About Insider Filings

Reasons to Hold TTMI Stock Despite 11% Decline in Three MonthsTTM Technologies' shares have fallen 11.3% over three months due to concerns about rising debt from the $1.1B Epiq Solutions acquisition and high valuation. However, strong AI data center demand (91% Q2 sales growth) and expanding defense opportunities support a hold rating. The company raised its 2026 outlook to $4.4B in sales and nearly $5 EPS, but faces challenges from customer concentration, high capital expenditures, and elevated valuation multiples.Zacks Investment Research · Oct 12, 2026

AAOI Stock Gains 17% in a Month: Should You Buy, Sell or Hold?Applied Optoelectronics (AAOI) saw Q2 data center revenue surge 140.4% with 800G sales up over tenfold, driven by AI infrastructure investments. The company expects strong Q3 growth with revenues of $255-290 million. However, supply constraints, rising competition, and premium valuation at 5.41X P/S ratio present headwinds. AAOI carries a Zacks Rank #3 (Hold) rating.Zacks Investment Research · Oct 7, 2026

Coherent's Datacenter Business Powers its Revenue GrowthCoherent reported fiscal Q4 revenues of $2.05 billion, with datacenter and communications segment generating $1.62 billion (79% of total revenue), up significantly from $1.02 billion a year ago. The company's stock has surged 171% over the past year, driven by strong AI and optical transition demand. Peers Lumentum and Fabrinet are similarly benefiting from the datacenter boom, though supply chain and inventory concerns persist.Zacks Investment Research · Sep 18, 2026

Fabrinet (FN) Down 22.3% Since Last Earnings Report: Can It Rebound?Fabrinet shares have declined 22.3% since its Q4 fiscal 2026 earnings report, despite beating estimates with non-GAAP EPS of $4.10 (up 54.7% YoY) and revenues of $1.316 billion (up 44.6% YoY). Data center revenues surged 68% YoY to become the largest segment at 51% of sales, with DCI reaching over $1 billion annualized run rate. The company projects Q1 FY2027 revenues of $1.375-$1.425 billion with continued broad-based growth, and has a Zacks Rank #2 (Buy) rating with upward estimate revisions.Zacks Investment Research · Sep 16, 2026

Is COHR Stock a Buy as AI Growth Meets Premium Valuation and Risk?Coherent Corp. is projected to deliver strong fiscal 2027 revenue growth of 50.1% and earnings growth of 67.2%, driven by AI-optics demand. However, the stock trades at a premium 26.5X forward earnings with rising capital expenditures and weakening operating cash flow, creating execution risks. While earnings estimates are rising favorably, valuation and cash-flow pressures present concerns for investors.Zacks Investment Research · Sep 3, 2026

NVT Trades at Premium Valuation: Buy, Sell or Hold the Stock?nVent Electric (NVT) is experiencing strong demand from AI-driven data center investments and power utilities, with expectations for data center sales to exceed $2 billion in 2026. The company is expanding capacity and seeing infrastructure grow to nearly 60% of sales. Despite trading at a premium valuation (P/E of 24.65X), analyst estimates for 2026 and 2027 EPS have been revised upward by 10.1% and 9.9% respectively, with the stock outperforming peers year-to-date.Zacks Investment Research · Sep 2, 2026

Why Navitas Semiconductor Stock Sank This WeekNavitas Semiconductor stock fell 10.3% this week as investors reacted negatively to Fabrinet's quarterly earnings report, despite no direct negative news for Navitas. The market's increased sensitivity to high capital expenditures in the AI hardware space and concerns about long-term returns on investments caused a broader selloff affecting specialized AI hardware players.The Motley Fool · Aug 22, 2026

3 Quiet AI Revenue Accelerators With Sales Growth Outpacing PeersThree semiconductor and optical connectivity companies—Fabrinet, MACOM Technology Solutions, and Credo Technology Group—are identified as overlooked AI revenue accelerators with strong sales growth momentum. Fabrinet reported record $1.2B quarterly revenue (39% YOY growth) and trades at an attractive 5x P/S ratio. MACOM achieved 22.5% YOY sales growth with data center revenue expected to exceed 60% growth. Credo experienced 157% YOY quarterly revenue growth to $437M, driven by optical connectivity solutions. All three companies have strong analyst support with predominantly Buy ratings.Investing.com · Jul 8, 2026

These 6%+ Dividends Surged 20%+ This Year and It’s Just the StartTwo tech-focused closed-end funds (BTX and BST) offer attractive combinations of high dividends (6.1-6.8%), significant price gains (20%+), and wide discounts to net asset value. Despite strong performance this year, both funds trade at discounts well below their historical averages, suggesting further upside potential as market conditions normalize. Both funds are expected to increase payouts given strong NAV gains outpacing current dividend yields.Investing.com · Jun 4, 2026

This Unstoppable Vanguard ETF Is Obliterating the S&P 500 in 2026, but a Looming Change in Interest Rates Could Halt Its MomentumThe Vanguard Russell 2000 ETF is outperforming the S&P 500 with an 18% year-to-date gain, driven by domestic-focused small-cap companies benefiting from U.S. government policies and AI infrastructure demand. However, rising inflation and anticipated interest rate hikes pose a significant risk, as 32% of Russell 2000 companies carry floating-rate debt that will become more expensive, potentially hampering their growth and earnings.The Motley Fool · May 29, 2026

FN

FNFabrinet

FN

Pay with—

Available Balance0.00

Your PositionYou don't own any FN yet.

Related Tickers

Earnings