Fabrinet just marked a fresh 52-week low at $363.51, 3.04% under the September 15 floor and exactly half the $725 peak it held in June. The $13 billion optical supplier has now given back a full year of gains.
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Cipher Digital's 13.1% drop was the deepest cut in a 385-name priority list at the close. Refiners and Oracle took the other side.
Nearly 29 points of spread separated the top and bottom of the board at Monday's close, with Ciena up 14.29% to $445.37 and Tempus AI down 14.21% to $71.68. Four of the five leaders sit in AI infrastructure names.
Chips and hardware took the top five slots at Thursday's close, led by ON Semiconductor's 5.52% gain, while every big decliner but one was a cybersecurity name. Zscaler's 9.88% drop to $193.43 was the worst in the group.
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Applied Optoelectronics Cratered 50% Over 6 Months: It’s Going to Triple According to 2 Wall Street Pros
Applied Optoelectronics collapsed while its revenue set records, and two analysts still see it nearly tripling from here. The gap between that optimism and the stock's brutal reality comes down to one…
Coherent Has Massively Diappointed Investors for 6 Months: A Respected Analyst Predicts It Will Double Moving Forward
Coherent keeps beating earnings estimates while its stock slides further from a 52-week high, and now Wall Street's most bullish analyst has a target that implies shares could nearly double from here.
Applied Optoelectronics Has Fallen Hard for 6 Months: This Wall Street Analyst Expects It’s Going to Double Soon
Applied Optoelectronics has shed more than half its peak value in six months, weighed down by repeated share sales and a memory shortage that blindsided the market, yet one analyst still sees…
Corning Tumbles 12% on $2B At-the-Market Equity Offering; Coherent Sinks 11%, Lumentum Drops 9%, Fabrinet Slides 6%
Shares of Corning Incorporated (NYSE:GLW | GLW Price Prediction) are down 12% to $145.61 in Monday afternoon trading after the company disclosed a $2 billion at-the-market equity distribution program. The selloff makes…
Coherent Fell Hard Over 3 Months: It Will Nearly Double According to These Analysts
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…
Here Are Wednesday’s Top Wall Street Analyst Research Calls: Baidu, Ciena, CME Group, Dollar Tree, Dominion, Fabrinet, Honeywell Aerospace, Klarna, Pershing Square, and More
Markets turned south again Wednesday as surging yields and geopolitical fears rattled investors, but Wall Street analysts spotted opportunity and danger in names like Baidu, Klarna, Honeywell Aerospace, and Dollar Tree that…
Fabrinet Drops After Earnings Dragging Down Peers Like Marvell and Amphenol
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…
Optics Stocks Drop on Anthropic News, WSJ Report: Lumentum Down 10%, Corning Down 8%, AXT Down 12%
A risk-off wave is hammering optics stocks at midday Tuesday, and the triggers go well beyond anything that changed in the optics sector itself. Two separate headlines about AI spending have investors…
Lumentum Still Down Over 90 Days: A Respected Analyst Sees 22% Gains Ahead Following Sharp Upturn
Lumentum blew past earnings estimates and still trades below where it was three months ago, leaving a respected semiconductor analyst convinced the selloff created an opening the market has not yet closed.
Lumentum and AXT Ripped Higher. Investors Looking for Broad Optics Exposure Should Consider This Brand-New ETF
Lumentum's blowout quarter sent shockwaves through the entire optical supply chain, and now a brand-new ETF is betting the AI connectivity trade is just getting started. The question is whether that concentrated…
Coherent (COHR) Stock Is Tumbling Today After Massive Optics vs. Memory Debate on Social Media This Weekend
A weekend debate on social media about optics replacing memory as the hottest AI trade sent optical stocks surging at Monday's open, then something unexpected happened within the first ten minutes of…
LYTE’s $72 Million Debut Masks a Concentration Bet on Three Optical Giants
Roundhill's new photonics ETF grabbed attention with a massive opening day, but underneath the excitement sits a 12-stock portfolio where a single earnings call or insider sale can move the entire fund.
These 5 Optical Chip Stocks Are Cashing in on AI Data Center Bandwidth
AI data centers are hitting a bandwidth wall, and the companies supplying the glass to break through it are posting revenue growth that copper simply cannot match. Five optical chip names are…
What Makes Fabrinet a Key Player in the AI Optical Supply Chain
Fabrinet builds the optical hardware powering AI's infrastructure boom without owning a single design, and that distinction has quietly turned a contract manufacturer in Thailand into one of the most critical bottlenecks…
Applied Optoelectronics Crashes 14%, Coherent Slides 10%, Lumentum Falls 7% as Optics Trade Cools
The AI optics trade is taking a breather. Shares of Applied Optoelectronics (NASDAQ:AAOI) are down 14% in midday trading, while Coherent (NYSE:COHR | COHR Price Prediction) is off 10% and Lumentum (NASDAQ:LITE)…