poisar

Stocks · News reference

Shares of fiber optic connectivity companies are trading higher after reports suggesting that the Trump administration is drafting a ban on the use of Chinese data center components including optical transceivers.

Benzinga Newsdesk
More stocks newsConnected markets

Reference Details

Connected Markets

Poisar stores the source's headline, summary and market tags for reference. Reporting and full article text remain with the original publisher.

AAOIAPHCIENCOHRFNGLWLITEMXLOCC
Source
benzinga
Observed
Checked
Cadence
Captured once, then retained as an archive reference
Status
fresh

Keep reading

  1. Na

    COHR Falls 17% in a Month: Is the Sell-Off an Opportunity?

    Coherent Corp. shares declined 17% over the past month despite fiscal 2026 revenues rising 22.5% to $7.12 billion, driven by strong AI datacenter and communications demand. While the company shows robust demand visibility through 2028 and improving margins, investors are concerned about elevated execution risks from massive capital expenditures ($1.1B in fiscal 2026), declining operating cash flow, and overlapping product ramps. The stock trades at 26.5X forward earnings, above industry average, creating valuation concerns despite strong momentum.

    COHRLITEAAOI
  2. SEC EDGAR

    8-K filing — APPLIED OPTOELECTRONICS, INC. (AAOI)

    Filed: 2026-09-01 AccNo: 0001683168-26-006862 Size: 990 KB Item 1.01: Entry into a Material Definitive Agreement Item 2.03: Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant Item 9.01: Financial Statements and Exhibits

    AAOI
  3. Na

    Will Datacenter Momentum Keep Powering Coherent's Growth?

    Coherent Corp. (COHR) reported fiscal Q4 2026 revenues of $2.05B, up 34% year-over-year, with Datacenter & Communications segment surging 59% and representing 79% of total revenue. The company guided Q1 2027 revenues of $2.2-$2.4B with adjusted operating margins improving to 21.8%. However, Industrial revenues declined 16% YoY, creating concentration risk in datacenter spending.

    COHRLITEAAOI
  5. Na

    PANW Q4 Earnings Beat Estimates on Platformization Strength

    Palo Alto Networks (PANW) reported Q4 fiscal 2026 revenues of $3.41B, up 34% YoY, beating consensus estimates. The company achieved record platformization with 220 net new platform additions (up 44%) and net new NGS ARR of $970M (up 98%). For fiscal 2027, PANW guides revenues of $14.10-$14.20B (23-24% growth) and NGS ARR of $11.075-$11.175B. Strong momentum across Network & AI Security, Cortex, and Idira platforms drove results.

    PANWAMATLRCXAPH
  6. Na

    Vertiv Plunges 20% in Three Months: Buy, Sell, or Hold the Stock?

    Vertiv shares fell 20% in three months due to project delays and supply-chain issues, but the company reported strong Q2 results with 24% sales growth and 22.6% adjusted operating margin. Benefiting from robust AI infrastructure demand, Vertiv expects Q3 sales of $3.65B-$3.85B and adjusted EPS of $1.77-$1.83. However, the stock trades at a premium valuation (20.94X Price/Book) and faces stiff competition, earning a Zacks Rank #3 (Hold) rating.

    VRTTERSMCISMCIPAPH