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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...

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

Fabrinet just served up strong quarterly results. So why did the stock get crushed?

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?

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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.

Check out our earnings calendar for this week, as well as our previews and recaps of the more noteworthy reports.

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.

Dow Jones Futures: Iran attacks sparked stock market losses Monday. Palantir stock rallied on earnings late.

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.