β οΈ Fabrinet $FN sinks -9% premarket despite Q4 revenue nearly doubling YoY to $1.32B β margin fear
Fabrinet (FN) crushed Q4 FY2026 estimates β revenue of $1.316B nearly doubled from $909.7M a year ago β but the stock is sliding hard on margin headwind warnings for fiscal Q1 2027. Management flagged typical Q1 seasonal expenses that will temporarily pressure margins, even as next-quarter revenue guidance came in at $1.375B-$1.425B. Classic sell-the-news reaction on an AI optical networking winner. Is this dip a gift for long-term AI infrastructure bulls? Not financial advice.
β‘ 11 buzzing
207 views
π 0 subscribed