News

AAOI is riding on AI-driven data-center demand as 800G sales surge, 1.6T orders top $200M, and manufacturing capacity expands to support growth.

Aurora Innovation (NASDAQ:AUR) used its 2026 Analyst and Investor Day to outline plans to expand its driverless trucking operations, scale hardware production and pursue an asset-light Driver-as-a-Service model aimed at supporting more than 30,000 trucks by 2030. Co-founder and CEO Chris Urmson sai

Applied Optoelectronics faces supply constraints despite surging 800G demand, while FN's broad AI data-center growth and capacity expansion strengthen its position.

Fabrinet's surging data-center revenues, DCI growth and capacity expansion strengthen its position against optical rivals AAOI and LITE.

Osterweis Capital Management, an investment management firm, released its Q2 2026 investor update for its “Osterweis Opportunity Fund”. You can download a copy of the letter here. The fund returned 35.34% in the quarter, significantly outperforming the Russell 2000 Growth Index’s 25.71% gain. Robust corporate profits, AI investment, easing oil-shock concerns, strong labor markets, and […]

Chip stocks ripping higher, oil sliding, mega-cap tech back in the spotlight, and U.S.–China talks taking some heat out of the macro story have all pushed attention toward the pipes and power behind AI data centers. This is where investors often look too late. The article walks through three U.S. AI data center and cloud infrastructure enablers that the latest news touches directly, and why each could merit a closer look now. The three stocks below are just a starting sample, and the full...

This under-the-radar industrial technology stock boasts a Superscore of 88 from our Hidden Gems Primary database, part of The Motley Fool's Moneyball Database system. Here's why.

COHR's fiscal Q4 revenues climb to $2.05 billion as datacenter and communications demand drive nearly 79% of sales and offset industrial weakness.

Fabrinet (FN) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

A surprise equity filing sent Corning to the bottom of the S&P 500 and pulled the entire AI optical sector down with it, raising a pointed question about whether a stock that surged 67% this year just flashed a warning sign for the broader hyperscaler buildout trade.

Fabrinet (FN) trades near $416, about 44% below the high it set in the past year. Its own results point the other way: fiscal 2026 ended in June with revenue up 36%, and management has guided the fiscal first quarter of 2027 to 43% growth at the midpoint. So how far can it fall once a real shock arrives.

Fabrinet rides on surging AI data-center demand, with strong DCI, HPC and transceiver growth supporting its push against optical rivals.

Coherent's AI-optics growth and rising estimates support upside, but premium valuation, heavy capex and weak cash flow raise execution risk.

Coherent just handed back a third of its value in three months without a single crack in its operating story, and Wall Street is responding by piling on price target upgrades instead of downgrades. Something about this setup does not add up, and the answer changes how you read every AI optics name right now.

nVent Electric's strong data center and power utility demand, rising earnings estimates and capacity expansion support the case to buy despite its premium valuation.

COHR's 79% datacenter mix, capacity expansion and rising margins are fueling growth, but hyperscaler spending and execution remain key risks.

Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned 27.02% in the first half of 2026, outperforming the Russell 2000 Value Index’s 22.99% gain and the S&P 600 Index’s 23.90% return. Small-cap earnings […]

Fabrinet has delivered a very strong 311.7% share price gain over the past 5 years, yet current checks suggest the stock now sits close to its intrinsic value estimate while earnings based multiples still point to some undervaluation. The result is a mixed read on where value now lies for investors trying to weigh the recent run against today’s price. Over 5 years, Fabrinet has returned 311.7%, which puts extra focus on whether the current price still leaves enough potential reward for the...

On August 18, 2026, Fabrinet (NYSE:FN) shares fell 11% in premarket trading even after the data-center component supplier posted fiscal fourth-quarter adjusted earnings of $4.10 a share, up from $2.65 a year earlier and above Wall Street’s $3.81 estimate. Revenue grew by 45% to $1.32 billion. Why This Matters Fabrinet’s own CEO says there’s “no […]

Fabrinet guidance and recent earnings set the stage Fabrinet (FN) recently issued earnings guidance for the first fiscal quarter ending September 25, 2026, alongside reporting fourth quarter results. This gives investors fresh data points to reassess the stock after recent share price pressure. Fabrinet’s recent earnings beat and fresh revenue guidance have arrived after a sharp pullback, with the share price down 33.85% over 90 days and 3.78% over 30 days. However, the 1 year total...

AXTI's expanding InP supply agreements, backed by customer deposits and commitments through 2031, improve shipment visibility and could support revenue growth.

The mean of analysts' price targets for Fabrinet (FN) points to a 64.1% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

The provider of optical packaging and precision manufacturing services reported a notable insider sale as shares fell post-earnings.

The company bought back nothing in its June quarter, and where that cash is going instead is the real case for the shares.

Data center revenue hit $669 million as demand for optical products surged.

Fabrinet delivered record results and strong guidance, but concerns over Nvidia sales sent FN stock tumbling and may have created an opportunity.

Navitas stock is now down 59% from the peak it hit earlier this year.

Fabrinet trounced earnings expectations, but hopes for an even bigger beat and other macroeconomic factors weighed on shares.

COHR's valuation leaves little room for missteps, even as expected growth could sharply lower earnings and EBITDA multiples.

Fabrinet (NYSE:FN) executives said demand across data center interconnect, datacom, automotive and industrial markets remains strong, with the company expanding manufacturing capacity to support what Chairman and CEO Seamus Grady described as substantial multi-year growth opportunities. Speaking at