에 대한 최신 뉴스 Fabrinet (NYSE:FN) 주식

Fabrinet

Fabrinet provides advanced optical packaging and precision optical, electro-mechanical, and electronic manufacturing services to original equipment manufacturers of complex products, such as optical communication components, modules and sub-systems, industrial lasers, automotive components, medical devices, and sensors. The company offers a broad range of advanced optical and electro-mechanical capabilities across the entire manufacturing process, including process design and engineering, supply chain management, manufacturing, complex printed circuit board assembly, advanced packaging, integration, final assembly, and testing. The company generates the majority of its revenue from North America and Asia-Pacific, with the rest from Europe.

Earnings

News

Pre-Market Outlook

Markets

Trading Ideas

NXPI

TBNK

월요일(3일) 아침 미국 주식 선물이 하락세를 보이면서 오늘 투자자들의 관심을 끌 수 있는 주식은 다음과 같다. 월요일 주목해야 할 주식: 타이슨 푸드, 크로락스, 테리토리얼 뱅코프, 패브리넷 및 NXP 세미컨덕터

월요일 주목해야 할 주식: 타이슨 푸드, 크로락스, 테리토리얼 뱅코프, 패브리넷 및 NXP 세미

Broad U.S. Equity ETFs

Specialty ETFs

Small Cap Analysis

Small Cap

Exclusives

Interview

ETFs

AVSC

PSCT

SPSC

VTWO

최근 벤징가(Benzinga)와의 독점 인터뷰에서 러셀 인베스트먼트(Russell Investments)의 북미 최고 투자 전략가인 폴 아이텔만(Paul Eitelman)은 경제적 불확실성 속에서 눈에 띄는 소형주 부문에 대한 통찰력을 제공했다.

단독: 러셀의 전략가가 낮은 금리 환경에서 기회를 잡으며 최고의 소형주들을 발견

After-Hours Center

Movers

Tech

패브리넷(NYSE:FN)의 주가는 회사가 월요일 폐장 후 4분기 재무 결과를 발표한 후 애프터마켓에서 9% 이상 상승했다. 보고서의 세부 내용은 다음과 같다.

패브리넷의 주식은 예상보다 좋은 4분기 실적과 강력한 1분기 지침에 9% 이상 상승

Paragon 28 Inc

EVOLUTIONARY GENOMICS INC by Evolutionary Genomics, Inc.

Evolutionary Genomics Inc

FOUR NINES GOLD INC by FOUR NINES GOLD INC.

Four Nines Gold Inc

F N B Corp

FINECOBANK SPA UNSP/ADR by Finecobank Banca Fineco SPA

FinecoBank SpA

FINBAR GROUP LTD by Finbar Group Ltd.

FINEMARK HOLDINGS INC by FineMark Holdings, Inc.

FineMark Holdings Inc

FNCB Bancorp Inc Com

Covivio SA

FINCH THERAPEUTCS GRP INC by Finch Therapeutics Group, Inc.

Finch Therapeutics Group Inc

FINEOS Corp Holdings PLC Chess Depository Interest

FINEOS Corp Holdings PLC

FANCAMP EXPLORATION LTD by Fancamp Exploration Ltd.

Fancamp Exploration Ltd

Fidelity MSCI Financials Index ETF

Fincantieri SpA

FINANCIERA INDEP SAB ORD by Financiera Independencia Sab De Cv

Financiera Independencia SAB de CV Sofom E N R

NORTH AMER FINCL 15 SPLIT by North American Financial 15 Split Corp

North American Financial 15 Split Corp

Orange SA

Floor & Decor Holdings, Inc. Common Stock

Floor & Decor Holdings Inc

Schwab Fundamental U.S. Small Company ETF

Schwab Fundamental U.S. Broad Market ETF

Schwab Fundamental International Small Equity ETF

Schwab Fundamental Emerging Markets Equity ETF

Schwab Fundamental International Equity ETF

Fund.com Inc

FVI Fondo De Valores Inmobiliarios SACA ADR

FRIENDTIMES INC by FRIENDTIMES INC.

Schwab Fundamental U.S. Large Company ETF

FNDZ

FIRST NATIONAL ENERGY CRP by First National Energy Corp.

First National Energy Corp

Fastned BV

FRASER & NEAVE LTD by Fraser & Neave Ltd.

Fraser and Neave Ltd

FRASER & NEAVE UNSP/ADR by Fraser & Neave Ltd.

FNF Group of Fidelity National Financial, Inc. Common Stock

Fidelity National Financial Inc

FIRST NILES FINCL INC by First Niles Financial, Inc.

First Niles Financial Inc

FIRST NILES FINCL PFD A by First Niles Financial, Inc.

MicroSectors FANG Index 3X Leveraged ETNs due January 8, 2038

Bank Of Montreal MicroSectors FANG+ 3X Leveraged ETNs

MicroSectors FANG Index -3X Inverse Leveraged ETNs due January 8, 2038

Direxion Daily NYSE FANG+ Bull 2X Shares

ODESSA MINERALS LTD by ODESSA MINERALS LTD

MicroSectors FANG Index 2X Leveraged ETNs due January 8, 2038

FingerMotion Inc

MicroSectors FANG ETNs due January 8, 2038

Bank of Montreal (Quebec) MICROSECTORS FANG+ INDEX 3X LEVERAGED ETN

FedNat Holding Co

Fathom Nickel Inc

49 NORTH RES INC by 49 North Resources , Inc.

49 North Resources Inc

First Trust Mid Cap Value AlphaDEX Fund

Funko Inc

First Bancorp Inc

FIRST NATIONAL FINL CORP by First National Financial Corp.

First National Financial Corp

Fresnillo PLC

Federal National Mortgage Association Fannie Mae

FIRST NORDIC METALS CORP by FIRST NORDIC METALS CORP.

First Nordic Metals Corp

FINANCIAL 15 SPL CORP by Financial 15 Split Corp

Financial 15 Split Corp

Finnair Oyj

Flatex AG

FINCANNA CAPITAL CORP by Fincanna Capital Corp.

FinCanna Capital Corp

FURUNO ELECTRIC CO LTD by Furuno Electric Co. Ltd.

Furuno Electric Co Ltd

FT Vest U.S. Equity Buffer ETF - November

Fortnox AB

Fineqia International Inc

1st NRG Corp

FIRST NTHN COMMUNTY BNCRP by First Northern Community Bancorp

First Northern Community Bancorp

Fronteo Inc

XR Immersive Tech Inc

XR IMMERSIVE TECH INC by XR IMMERSIVE TECH INC.

Metaplanet Inc

Franco-Nevada Corp

FINNOVATE ACQUISITION CORP CL A

FINNOVATE ACQ CORP A by Finnovate Acquisition Corp.

Finnovate Acquisition Corp

FINNOVATE ACQUISITION CORP WT EXP

Finnovate Acquisition Corp Units (1 Ord Class A & 3/4 War)

Finnovate Acquisition Corp Warrants (30/09/2026)

First Northwest Bancorp

Finward Bancorp

First Trust Mid Cap Core AlphaDEX Fund

Analysts' ratings for Fabrinet (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FN#NYSE">FN</a>) over the last quarter vary from bullish to bearish, as provided by 5 analysts.
The following table summarizes their recent ratings, shedding light on the changing sentiments within the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts provide deeper insights through their assessments of 12-month price targets, revealing an average target of $272.0, a high estimate of $285.00, and a low estimate of $245.00. This current average has decreased by 3.68% from the previous average price target of $282.40. 
<img src="https://www.benzinga.com/files/images/story/2025/1741953712_0.png" alt="price target chart" />
<h2>Analyzing Analyst Ratings: A Detailed Breakdown</h2>
A comprehensive examination of how financial experts perceive Fabrinet is derived from recent analyst actions. The following is a detailed summary of key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Mike Genovese</td>
<td>Rosenblatt</td>
<td>Maintains</td>
<td>Buy</td>
<td>$285.00</td>
<td>$285.00</td>
</tr>
<tr>
<td>Samik Chatterjee</td>
<td>JP Morgan</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$265.00</td>
<td>$275.00</td>
</tr>
<tr>
<td>George Wang</td>
<td>Barclays</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$245.00</td>
<td>$292.00</td>
</tr>
<tr>
<td>Mike Genovese</td>
<td>Rosenblatt</td>
<td>Raises</td>
<td>Buy</td>
<td>$285.00</td>
<td>$280.00</td>
</tr>
<tr>
<td>Ryan Koontz</td>
<td>Needham</td>
<td>Maintains</td>
<td>Buy</td>
<td>$280.00</td>
<td>$280.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Responding to changing market dynamics and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their response to recent developments related to Fabrinet. This offers insight into analysts' perspectives on the current state of the company.</li>
<li>Rating: Analysts assign qualitative assessments to stocks, ranging from 'Outperform' to 'Underperform'. These ratings convey the analysts' expectations for the relative performance of Fabrinet compared to the broader market.</li>
<li>Price Targets: Analysts gauge the dynamics of price targets, providing estimates for the future value of Fabrinet's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
Capture valuable insights into Fabrinet's market standing by understanding these analyst evaluations alongside pertinent financial indicators. Stay informed and make strategic decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/FN/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Fabrinet analyst ratings.</a>
<h2>Delving into Fabrinet's Background</h2>
Fabrinet provides advanced optical packaging and precision optical, electro-mechanical, and electronic manufacturing services to original equipment manufacturers of complex products, such as optical communication components, modules and sub-systems, industrial lasers, automotive components, medical devices, and sensors. The company offers a broad range of advanced optical and electro-mechanical capabilities across the entire manufacturing process, including process design and engineering, supply chain management, manufacturing, complex printed circuit board assembly, advanced packaging, integration, final assembly, and testing. The company generates the majority of its revenue from North America and Asia-Pacific, with the rest from Europe.
<h3>Key Indicators: Fabrinet's Financial Health</h3>
Market Capitalization Analysis: With a profound presence, the company's market capitalization is above industry averages. This reflects substantial size and strong market recognition.
Positive Revenue Trend: Examining Fabrinet's financials over 3 months reveals a positive narrative. The company achieved a noteworthy revenue growth rate of 16.97% as of 31 December, 2024, showcasing a substantial increase in top-line earnings. In comparison to its industry peers, the company stands out with a growth rate higher than the average among peers in the Information Technology sector.
Net Margin: Fabrinet's net margin is impressive, surpassing industry averages. With a net margin of 10.39%, the company demonstrates strong profitability and effective cost management.
Return on Equity (ROE): The company's ROE is a standout performer, exceeding industry averages. With an impressive ROE of 4.72%, the company showcases effective utilization of equity capital.
Return on Assets (ROA): Fabrinet's ROA surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 3.48% ROA, the company effectively utilizes its assets for optimal returns.
Debt Management: Fabrinet's debt-to-equity ratio is below the industry average at 0.0, reflecting a lower dependency on debt financing and a more conservative financial approach.
<h2>The Core of Analyst Ratings: What Every Investor Should Know</h2>
Analysts work in banking and financial systems and typically specialize in reporting for stocks or defined sectors. Analysts may attend company conference calls and meetings, research company financial statements, and communicate with insiders to publish "analyst ratings" for stocks. Analysts typically rate each stock once per quarter.
Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.
Breaking: Wall Street's Next Big Mover
Benzinga's #1 analyst just identified a stock poised for explosive growth. This under-the-radar company could surge 200%+ as major market shifts unfold. <a href="https://www.benzinga.com/premium/ideas/turning-point-trader-checkout-2/?t=Tu1tu3arja3be22tu36&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantag">Click here for urgent details</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Analyst Ratings

Fabrinet Stock: A Deep Dive Into Analyst Perspectives (5 Ratings)

Rosenblatt analyst Mike Genovese maintains Fabrinet (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FN#NYSE">FN</a>) with a Buy and maintains $285 price target.

Price Target

Rosenblatt Maintains Buy on Fabrinet, Maintains $285 Price Target

U.S. stocks were lower, with the Dow Jones index falling around 100 points on Thursday.
Shares of G-III Apparel Group, Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GIII#NASDAQ">GIII</a>) gained 13.9% to $28.87 after the company reported better-than-expected fourth-quarter financial results and issued FY26 adjusted EPS guidance <a href="https://in.benzinga.com/25/03/44300599/why-g-iii-apparels-stock-is-shooting-higher-today">above estimates</a>.
The company reported fourth-quarter sales growth of 9.8% year-on-year to $839.535 million, beating the analyst consensus estimate of $807.590 million. Adjusted EPS of $1.27 beat the consensus estimate of 97 cents.
Korn Ferry shares jumped 9.8% to $68.68 on Tuesday.
Here are some other big stocks recording gains in today's session.
<ul>
<li>Aveanna Healthcare Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVAH#NASDAQ">AVAH</a>) shares jumped 22.6% to $4.5850 after the company reported better-than-expected fourth-quarter sales results.</li>
<li>MeiraGTx Holdings plc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MGTX#NASDAQ">MGTX</a>) gained 19.4% to $7.66 after the company reported FY24 financial results.</li>
<li>NextNav Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NN#NASDAQ">NN</a>) rose 17.7% to $12.10 following fourth-quarter results.</li>
<li>Advantage Solutions Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ADV#NYSE">ADV</a>) gained 15.4% to $1.9500.</li>
<li>Intel Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) rose 15.4% to $23.87 as the company announced a new chief executive officer. The company said its board of directors has appointed Lip-Bu Tan, a former member of Intel&#8217;s board of directors, as chief executive officer, effective March 18.</li>
<li>Claros Mortgage Trust, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMTG#NYSE">CMTG</a>) gained 13.1% to $3.8700.</li>
<li>Legacy Housing Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LEGH#NASDAQ">LEGH</a>) rose 11.8% to $27.68 after reporting full year 2024 financial results.</li>
<li>Fabrinet (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FN#NYSE">FN</a>) climbed 9.4% to $219.65 after the company entered an agreement with Amazon for warrant allowing up to 381,922 shares at $208.48 each.</li>
<li>Pharming Group N.V. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PHAR#NASDAQ">PHAR</a>) gained 9.3% to $8.70 after the company reported fourth-quarter financial results and beat its EPADS and sales estimates.</li>
<li>D-Wave Quantum Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QBTS#NYSE">QBTS</a>) rose 9.2% to $6.36 as the company reported fourth-quarter adjusted earnings per share of 8 cents loss, missing the street view of 7 cents loss. Quarterly sales of $2.309 million (down 21% year over year), missing the analyst consensus estimate of $2.36 million.</li>
<li>Allegro MicroSystems, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALGM#NASDAQ">ALGM</a>) gained 8% to $26.94. Allegro MicroSystems named Rick Madormo as Senior Vice President of Worldwide Sales.</li>
<li>Ballard Power Systems Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BLDP#NASDAQ">BLDP</a>) rose 7.3% to $1.32 following fourth-quarter results.</li>
<li>Dollar General Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DG#NYSE">DG</a>) gained 6.9% to $79.98 after the company reported better-than-expected quarterly sales results.</li>
<li>Dollar Tree, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DLTR#NASDAQ">DLTR</a>) gained 6.6% to $66.01.</li>
<li>The AES Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AES#NYSE">AES</a>) rose 4% to $12.28. AES reported the pricing of $800 million of its 5.800% senior notes due 2032.</li>
</ul>
Now Read This: 
<ul>
<li><a href="https://www.benzinga.com/25/03/44295828/adobe-intel-and-3-stocks-to-watch-heading-into-thursday">Adobe, Intel And 3 Stocks To Watch Heading Into Thursday</a></li>
</ul>

Intraday Update

ALGM

AVAH

BLDP

CMTG

DLTR

GIII

INTC

LEGH

MGTX

PHAR

QBTS

G-III Apparel Posts Better-Than-Expected Earnings, Joins Ballard Power Systems, Dollar General And Other Big Stocks Moving Higher On Thursday

WIIM

Fabrinet shares are trading higher after the company entered an agreement with Amazon for warrant allowing up to 381,922 shares at $208.48 each.

<h3>Gainers</h3>
<ul>
<li>Intel (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) stock moved upwards by 11.2% to $23.0 during Thursday's pre-market session. The market value of their outstanding shares is at $99.5 billion. </li>
<li>SatixFy Communications (AMEX:<a class="ticker" href="https://www.benzinga.com/stock/SATX#AMEX">SATX</a>) shares rose 11.11% to $1.5. The company's market cap stands at $125.3 million. </li>
<li>BitFuFu (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FUFU#NASDAQ">FUFU</a>) shares moved upwards by 9.37% to $4.9. The market value of their outstanding shares is at $798.2 million. </li>
<li>Fabrinet (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FN#NYSE">FN</a>) shares rose 8.97% to $220.0. The market value of their outstanding shares is at $7.9 billion. </li>
<li>Boxlight (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BOXL#NASDAQ">BOXL</a>) stock increased by 8.06% to $1.61. The company's market cap stands at $3.1 million. </li>
<li>Perfect (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PERF#NYSE">PERF</a>) stock rose 7.52% to $2.0. The company's market cap stands at $203.6 million. </li>
</ul>
<h3>Losers</h3>
<ul>
<li>Comtech Telecom (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMTL#NASDAQ">CMTL</a>) shares declined by 23.5% to $1.63 during Thursday's pre-market session. The market value of their outstanding shares is at $47.5 million. The company's, Q2 earnings came out yesterday. </li>
<li>UiPath (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PATH#NYSE">PATH</a>) stock fell 18.43% to $9.65. The market value of their outstanding shares is at $5.3 billion. As per the press release, Q4 earnings came out yesterday. </li>
<li>AuthID (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AUID#NASDAQ">AUID</a>) stock declined by 15.94% to $4.01. The company's market cap stands at $43.7 million. As per the news, the Q4 earnings report came out today. </li>
<li>SentinelOne (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/S#NYSE">S</a>) stock decreased by 13.48% to $16.7. The market value of their outstanding shares is at $5.3 billion. The company's, Q4 earnings came out yesterday. </li>
<li>Greenidge Generation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GREE#NASDAQ">GREE</a>) shares decreased by 11.76% to $0.69. The company's market cap stands at $7.9 million. </li>
<li>AudioEye (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AEYE#NASDAQ">AEYE</a>) stock decreased by 10.78% to $11.34. The company's market cap stands at $138.0 million. As per the press release, Q4 earnings came out yesterday. 
See Also: <a href="http://www.benzinga.com/money/tech-stocks/" title="www.benzinga.com/money/tech-stocks/">www.benzinga.com/money/tech-stocks/</a></li>
</ul>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

AEYE

AUID

BOXL

CMTL

FUFU

GREE

PATH

PERF

SatixFy Communications Ltd. Ordinary Share

SATX

12 Information Technology Stocks Moving In Thursday's Pre-Market Session

Guidance

Fabrinet Cuts Q3 Adj EPS Outlook From $2.55 - $2.63 To $2.43 - $2.51, Est $2.61

The Warrant allows for cashless exercise and expires on March 12, 2032. Upon issuance of the Warrant, 38,192 of the Warrant Shares vested.
&nbsp;

Fabrinet Enters Agreement With Amazon For Warrant Allowing Up To 381,922 Shares At $208.48 Each

CRWD

CYBR

ESTC

FTNT

GWRE

MRVL

NTNX

NVDA

PANW

PLTR

SMCI

SNOW

TEAM

Shares of companies in the broader tech sector are trading higher, rebounding after falling on Monday.

Tariffs, <a href="https://www.benzinga.com/topic/federal-reserve">federal spending cuts</a> and CoWoS (Chip-on-Wafer-on-Substrate) slowdowns are shaking up the hardware and networking sector. JPMorgan analyst Samik Chatterjee weighs in on which stocks are best equipped to weather the storm.
<h2 class="wp-block-heading">Tariffs: Who's Feeling The Heat?</h2>
Companies loaded with software-driven hardware are dodging the worst of the tariff blow, while commoditized IT hardware players are absorbing rising costs. Networking leaders like Cisco Systems Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>) and Arista Networks Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) have an edge, given their ability to pass costs down the chain.
Read Also: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/02/44005208/nvidia-ai-juggernaut-rolls-on-but-can-arista-cisco-keep-up">Nvidia Dominance Continues As AI Demand Grows: Can Arista, Cisco Keep Up?</a>
Meanwhile, PC and server makers face tighter margins, with limited room to hike prices without losing customers.
Cisco's CFO has already factored in the tariff impact, while Arista's team says they've been planning for China risks ahead of time. The wildcard? 
Storage and networking equipment appear largely insulated, but competitive server pricing could make cost pass-throughs a challenge.
<h2 class="wp-block-heading">Federal Spending Cuts: Who's At Risk?</h2>
A slowdown in government IT budgets might hit device makers harder than infrastructure players. Cisco, with more than 5% of revenue tied to federal spending, could see near-term pressure, but JPMorgan suggests long-term benefits from federal tech modernization. 
Channel partners like CDW (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CDW#NASDAQ">CDW</a>) also have notable exposure but are downplaying risks for now.
<h2 class="wp-block-heading">CoWoS Cuts: Nvidia's Supply Chain Feels The Squeeze</h2>
Recent CoWoS order cuts by Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) are reshuffling supplier valuations. The biggest impact? 
Nvidia-linked players like Fabrinet (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FN#NYSE">FN</a>), Amphenol Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>) and Coherent Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COHR#NYSE">COHR</a>) could face multiple compression, even if revenue estimates remain intact.
Cisco and Arista look relatively shielded from tariff pain, Nvidia's supply chain faces valuation headwinds and federal spending concerns might be a short-term roadblock for key players.
With hardware margins under pressure, JPMorgan's take is clear: software-rich and infrastructure-driven companies have the best shot at staying ahead.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/media/25/03/44214424/move-over-deepseek-not-so-fast-chinas-manus-ai-goes-viral-but-early-users-say-it-crashes-loops-and-fumbles-the-basics">Move Over DeepSeek? Not So Fast: China&#8217;s Manus AI Goes Viral, But Early Users Say It Crashes, Loops, And Fumbles The Basics</a></li>
</ul>
Photo: Shutterstock

Analyst Color

Long Ideas

AMZN

ANET

COHR

CSCO

Cisco, Nvidia, Arista Tackle Tariff Turmoil: Who's Best Positioned?

<h3>Companies Reporting Before The Bell</h3>
• 908 Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MASS#NASDAQ">MASS</a>) is likely to report quarterly loss at $0.37 per share on revenue of $16.18 million. 
• Plug Power (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLUG#NASDAQ">PLUG</a>) is projected to report quarterly loss at $0.23 per share on revenue of $262.65 million. 
• NexGen Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NXE#NYSE">NXE</a>) is projected to report earnings for its fourth quarter. 
• EVgo (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EVGO#NASDAQ">EVGO</a>) is estimated to report quarterly loss at $0.09 per share on revenue of $69.00 million. 
• L.B. Foster (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSTR#NASDAQ">FSTR</a>) is estimated to report quarterly earnings at $0.22 per share on revenue of $131.48 million. 
• WAVE Life Sciences (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WVE#NASDAQ">WVE</a>) is estimated to report quarterly loss at $0.24 per share on revenue of $25.59 million. 
• InfuSystems Holdings (AMEX:<a class="ticker" href="https://www.benzinga.com/stock/INFU#AMEX">INFU</a>) is projected to report quarterly earnings at $0.08 per share on revenue of $34.40 million. 
• Amylyx Pharma (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMLX#NASDAQ">AMLX</a>) is expected to report earnings for its fourth quarter. 
• Neuronetics (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/STIM#NASDAQ">STIM</a>) is projected to report quarterly loss at $0.24 per share on revenue of $18.98 million. 
• Y-mAbs Therapeutics (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/YMAB#NASDAQ">YMAB</a>) is estimated to report quarterly loss at $0.12 per share on revenue of $26.94 million. 
• Olaplex Hldgs (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OLPX#NASDAQ">OLPX</a>) is projected to report quarterly earnings at $0.01 per share on revenue of $87.51 million. 
• Hagerty (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HGTY#NYSE">HGTY</a>) is expected to report quarterly earnings at $0.01 per share on revenue of $279.58 million. 
• Angel Oak Mortgage REIT (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AOMR#NYSE">AOMR</a>) is expected to report quarterly earnings at $0.27 per share on revenue of $9.99 million. 
• Esperion Therapeutics (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ESPR#NASDAQ">ESPR</a>) is estimated to report quarterly loss at $0.13 per share on revenue of $63.06 million. 
• Sophia Genetics (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOPH#NASDAQ">SOPH</a>) is expected to report quarterly loss at $0.15 per share on revenue of $17.71 million. 
• Paysafe (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PSFE#NYSE">PSFE</a>) is projected to report quarterly earnings at $0.72 per share on revenue of $437.22 million. 
• Compugen (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CGEN#NASDAQ">CGEN</a>) is likely to report quarterly loss at $0.07 per share on revenue of $24.96 million. 
• Sea (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SE#NYSE">SE</a>) is expected to report quarterly earnings at $0.70 per share on revenue of $4.60 billion. 
• Genius Sports (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GENI#NYSE">GENI</a>) is estimated to report quarterly earnings at $0.07 per share on revenue of $175.71 million. 
• On Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ONON#NYSE">ONON</a>) is expected to report quarterly earnings at $0.18 per share on revenue of $593.34 million. 
• Nayax (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NYAX#NASDAQ">NYAX</a>) is projected to report quarterly earnings at $0.10 per share on revenue of $91.89 million. 
• Best Buy Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BBY#NYSE">BBY</a>) is likely to report quarterly earnings at $2.42 per share on revenue of $13.69 billion. 
• Target (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGT#NYSE">TGT</a>) is likely to report quarterly earnings at $2.65 per share on revenue of $30.28 billion. 
• CPI Card (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PMTS#NASDAQ">PMTS</a>) is estimated to report quarterly earnings at $0.57 per share on revenue of $118.97 million. 
• Wag Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PET#NASDAQ">PET</a>) is likely to report quarterly earnings at $0.40 per share on revenue of $290.88 million. 
• Modiv Industrial (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MDV#NYSE">MDV</a>) is expected to report quarterly earnings at $0.27 per share on revenue of $11.86 million. 
• AutoZone (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AZO#NYSE">AZO</a>) is estimated to report quarterly earnings at $29.90 per share on revenue of $4.00 billion. 
<h3>Companies Reporting After The Bell</h3>
• Medallion Finl (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MFIN#NASDAQ">MFIN</a>) is expected to report quarterly earnings at $0.33 per share on revenue of $53.66 million. 
• Southland Holdings (AMEX:<a class="ticker" href="https://www.benzinga.com/stock/SLND#AMEX">SLND</a>) is projected to report quarterly loss at $0.49 per share on revenue of $230.13 million. 
• Gulf Island Fabrication (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GIFI#NASDAQ">GIFI</a>) is expected to report quarterly earnings at $0.12 per share on revenue of $41.00 million. 
• Cumberland (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CPIX#NASDAQ">CPIX</a>) is projected to report earnings for its fourth quarter. 
• Baytex Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BTE#NYSE">BTE</a>) is estimated to report quarterly earnings at $0.16 per share on revenue of $980.40 million. 
• Stellus Cap Investment (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SCM#NYSE">SCM</a>) is estimated to report quarterly earnings at $0.39 per share on revenue of $26.54 million. 
• ChromaDex (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CDXC#NASDAQ">CDXC</a>) is estimated to report quarterly earnings at $0.02 per share on revenue of $26.52 million. 
• Rigel Pharmaceuticals (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RIGL#NASDAQ">RIGL</a>) is expected to report quarterly earnings at $0.33 per share on revenue of $57.60 million. 
• Astronics (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ATRO#NASDAQ">ATRO</a>) is likely to report quarterly earnings at $0.28 per share on revenue of $194.91 million. 
• Fuel Tech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FTEK#NASDAQ">FTEK</a>) is expected to report quarterly loss at $0.03 per share on revenue of $5.63 million. 
• comScore (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SCOR#NASDAQ">SCOR</a>) is likely to report quarterly earnings at $0.36 per share on revenue of $91.66 million. 
• Alpha Teknova (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TKNO#NASDAQ">TKNO</a>) is estimated to report quarterly loss at $0.12 per share on revenue of $8.78 million. 
• Mayville Engineering (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MEC#NYSE">MEC</a>) is projected to report quarterly loss at $0.08 per share on revenue of $124.13 million. 
• NeuroPace (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NPCE#NASDAQ">NPCE</a>) is estimated to report quarterly loss at $0.24 per share on revenue of $21.11 million. 
• ATN International (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ATNI#NASDAQ">ATNI</a>) is projected to report quarterly loss at $0.19 per share on revenue of $179.11 million. 
• Stem (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STEM#NYSE">STEM</a>) is projected to report quarterly loss at $0.16 per share on revenue of $49.37 million. 
• OrthoPediatrics (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KIDS#NASDAQ">KIDS</a>) is projected to report quarterly loss at $0.26 per share on revenue of $52.70 million. 
• Ascent Industries (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ACNT#NASDAQ">ACNT</a>) is expected to report earnings for its fourth quarter. 
• Ecopetrol (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EC#NYSE">EC</a>) is estimated to report quarterly earnings at $0.41 per share on revenue of $7.68 billion. 
• Horizon Tech Finance (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HRZN#NASDAQ">HRZN</a>) is projected to report quarterly earnings at $0.32 per share on revenue of $25.68 million. 
• Owlet (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OWLT#NYSE">OWLT</a>) is expected to report quarterly loss at $0.48 per share on revenue of $16.92 million. 
• AeroVironment (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVAV#NASDAQ">AVAV</a>) is expected to report quarterly earnings at $0.86 per share on revenue of $214.00 million. 
• Ross Stores (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROST#NASDAQ">ROST</a>) is estimated to report quarterly earnings at $1.67 per share on revenue of $5.95 billion. 
• Evolus (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EOLS#NASDAQ">EOLS</a>) is likely to report quarterly earnings at $0.00 per share on revenue of $77.23 million. 
• Eos Energy Enterprises (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EOSE#NASDAQ">EOSE</a>) is expected to report quarterly loss at $0.20 per share on revenue of $6.23 million. 
• CryoPort (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CYRX#NASDAQ">CYRX</a>) is expected to report quarterly loss at $0.31 per share on revenue of $58.79 million. 
• Ingram Micro Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INGM#NYSE">INGM</a>) is likely to report quarterly earnings at $0.90 per share on revenue of $13.22 billion. 
• ChargePoint Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHPT#NYSE">CHPT</a>) is likely to report quarterly loss at $0.07 per share on revenue of $100.97 million. 
• Credo Technology Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRDO#NASDAQ">CRDO</a>) is estimated to report quarterly earnings at $0.18 per share on revenue of $120.31 million. 
• Crexendo (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CXDO#NASDAQ">CXDO</a>) is expected to report quarterly earnings at $0.05 per share on revenue of $15.64 million. 
• CrowdStrike Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWD#NASDAQ">CRWD</a>) is estimated to report quarterly earnings at $0.86 per share on revenue of $1.03 billion. 
• Ooma (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OOMA#NYSE">OOMA</a>) is likely to report quarterly earnings at $0.16 per share on revenue of $64.70 million. 
• Custom Truck One Source (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CTOS#NYSE">CTOS</a>) is expected to report quarterly earnings at $0.05 per share on revenue of $539.81 million. 
• Cricut (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRCT#NASDAQ">CRCT</a>) is expected to report quarterly earnings at $0.04 per share on revenue of $214.41 million. 
• Orion Gr Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORN#NYSE">ORN</a>) is estimated to report quarterly earnings at $0.19 per share on revenue of $272.70 million. 
• Latham Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SWIM#NASDAQ">SWIM</a>) is likely to report quarterly loss at $0.01 per share on revenue of $84.95 million. 
• Box (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BOX#NYSE">BOX</a>) is estimated to report quarterly earnings at $0.41 per share on revenue of $278.60 million. 
• Fabrinet (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FN#NYSE">FN</a>) is projected to report quarterly earnings at $0.91 per share on revenue of $223.23 million. 
• Weyco Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WEYS#NASDAQ">WEYS</a>) is projected to report earnings for its fourth quarter. 
• Sociedad Quimica Y Minera (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SQM#NYSE">SQM</a>) is likely to report quarterly earnings at $0.84 per share on revenue of $1.13 billion. 
• Nordstrom (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JWN#NYSE">JWN</a>) is likely to report quarterly earnings at $0.90 per share on revenue of $4.33 billion. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Comments

Fabrinet

뉴스

에 대한 최신 뉴스 Fabrinet (NYSE:FN) 주식

월요일, 2월 03, 2025

화요일, 9월 10, 2024

월요일, 8월 19, 2024

화요일, 8월 13, 2024

사람들이 또한 지켜본다

뉴스

파트너 / 기고자

벤징가 글로벌