Top Tweets for #fabrinet
#Fabrinet przez ostatnie 11 dni zjechał -30%. Te wyceny niektórych spółek, są bardzo atrakcyjne już na obecnych poziomach. Pytanie jakie się nasuwa, jak długo jeszcze… hydraulika!!
Fabrinet (NYSE: FN): HOLD, $509 target (+23% from $414.36).
Revenue $4.64bn (+35.7% YoY), but FCF fell to $3m as capex jumped to 5.5% of revenue for new Thailand capacity.
$875m net cash, no debt, no dilution needed.
Full report below.
#Fabrinet #StayTuned https://t.co/alQi8fL1xl
$FN Fabrinet just did the classic beat-and-get-smacked routine. What if record revenue and EPS still matter less than a softer guide and AI capex nerves? Bulls see a reset, bears see the first crack. Bull or bear take?
#StockNewsroom #Fabrinet #Earnings 1/2
The #AI #Optics Ecosystem explained:
5⃣ #PhotonicsStocks to Buy Now
📺WATCH ➡️https://t.co/mfo9o1IVsq
#Lumentum $LITE & #Coherent $COHR make the #lasers, #Corning $GLW provides the #fiberoptics cable, #Ciena $CIEN directs traffic, #Amphenol $APH connects it, #Fabrinet $FN manufactures at scale, and #MaxLinear $MXL keeps the signal clean! 🌐🔌
#FiberOpticsStocks #Investing #Stocks #TechStocks #Photonics #OpticsStocks #StockMarket #TopStocks #StockstoBuy #AIstocks #Tech
#Fabrinet $FN / long
$AXTI $FN $AAOI $LITE $CIEN $TSEM outstanding price action / long
⚡️#Riber fournit la « forge » (#MBE)
👉#Lumentum, #Coherent et #Broadcom fabriquent lasers et #DSP
Les entreprises comme #InnoLight ou #Fabrinet assemblent le module optique, qui est ensuite expédié par millions aux #Hyperscalers pour connecter leurs armées de cartes graphiques
La demande de CPO et de puces laser explose, un super cycle de communication optique arrive !
https://t.co/AS1izJrFtC
#Fabrinet
$FN, Q2-26.
Results:
📊 Adj. EPS: $3.36 🟢
💰 Revenue: $1.13B 🟢
📈 Net Income: $112.62M
🔎 Record quarterly revenue with EPS above guidance.
What a quarter from @FabrinetFN. We take a deep look at an AI beneficiary who's stock is up 83% in the last year.
https://t.co/MNTzc5eCc7
$FN 🎙️ @DrillDownPod #DrillDownEarnings #Fabrinet
In de sterren geschreven, of in de grafeken gebeiteld?
#Fabrinet
Fabrinet $FN hard onderuit op cijfers die ons niet tegenvallen...het was bijna onafgebroken opgelopen dus deze stond haast in de sterren geschreven 😏
Lees meer op StockWatch
https://t.co/yvJQbhzhIk
$NNOX Arc_X Mass Production Analysis
<- Strategic Manufacturing Partnerships>
1. #Fabrinet Strategic Manufacturing Alliance
Nano-X has executed a multi-year volume supply agreement with Fabrinet, a premier global electronics manufacturing services provider, to enable scaled production of the Nanox.ARC advanced imaging system.
Key Provisions:
Comprehensive manufacturing services encompassing assembly, testing, procurement, and quality control
Ensures reliable, cost-effective delivery aligned with Nanox specifications
Provides production flexibility and demand forecasting capabilities to support anticipated growth trajectory
Strategic Impact:The partnership establishes stable, high-quality manufacturing infrastructure while optimizing production efficiency through continuous improvement processes.
2. Varex Imaging - X-ray Tube Supply Chain
Varex has commenced delivery of specialized tubes for the newly developed Nanox.ARC platform. Integration activities at the Israeli facility include validation protocols and multi-source system training, with full-scale system integration initiated in early August.
3. CSEM - Semiconductor Chip Production
Successfully fabricated initial tubes utilizing CSEM chips, with production-grade chip manufacturing scheduled to commence in 2025, securing additional supply capacity for commercialization scale-up.
4. Production Readiness & Commercialization
2025 Objectives:
100 systems identified for deployment with confirmed installation schedules
Manufacturing capacity aligned with anticipated customer demand
Global supply chain infrastructure established
CEO Statement:
"These strategic collaborations will progressively reduce manufacturing costs while strengthening our global footprint, thereby advancing our mission to democratize medical imaging technology worldwide."
The manufacturing strategy positions $NNOX to transition from pilot production to commercial-scale operations, leveraging partner expertise to ensure quality, regulatory compliance, and cost efficiency in delivering innovative, accessible imaging solutions globally.
## Integrated Manufacturing Ecosystem ##
#Innoviz #Technologies #Ships #First #InnovizTwo #LiDAR #Units from #Fabrinet's #High-#Volume #Production #Line https://t.co/Nj4O4mY21e $INVZ @InnovizLiDAR
#Innoviz #Technologies #Partners with #Fabrinet to #Launch #InnovizTwo #Mass #Production https://t.co/nxx0bd90kQ $INVZ @InnovizLiDAR
Digitale data is de nieuwe olie en daar profiteren ook onbekende bedrijven van zoals Fabrinet $FN.
Lees meer op StockWatch
https://t.co/G2KUQWbYeE
A closer look at Fabrinet. one of a handful of companies benefiting from both a recovering telecom buildout AND the massive AI data center build. https://t.co/byhCi34KoA
$FN
🎙️
@DrillDownPod #DrillDownEarnings
#DDE
#Fabrinet"
📉 Fabrinet (FN) takes a dip today, down 9.65% at $241.13. Is this a buying opportunity or a sign of more trouble ahead? 🤔 #Investing #Stocks #Fabrinet #StockMarket #stockinvesting
Source: https://t.co/cdDBHjyroS
Our #AI shines again! 🎯 For $FN @FabrinetFN We predicted $747.76M vs. actual $753.26M. That's a 0.74% difference! Meanwhile, consensus was $731.39M, ~3% difference. AI outperforms once more. #AI #investing #earnings #predictions #accuracy #Fabrinet
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