Category: US Stock Analysis
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Fabrynet (FN) an AI Optical Communication Beneficiary? A Comprehensive Summary of Earnings, Outlook, Fair Value, and Risks
Base Exchange Rate: 1 USD = 1,471.32 KRW (As of 2026-05-12) | Analysis Date: May 12, 2026 Executive Summary Fabrinet (NYSE: FN) is a key contract manufacturer for AI optical infrastructure and is directly benefiting from the demand for optical modules and components driven by the surge in demand for AI data centers. Based on the current share price of $649.53 (approx. 955,601 KRW), we are setting a 12-month baseline target price of $750 (approx. 1,103,490 KRW) and maintaining a Buy rating. Q3 FY2026 (closed March 2026) revenue $1.214 billion (approx. 1 trillion…
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IREN Announces Partnership with NVIDIA! Current Performance, Outlook, and Fair Value Calculation
Base Exchange Rate: 1 USD = 1,470 KRW (As of 2026-05-11) | Signed Strategic Partnership with NVIDIA for Up to 5GW AI Infrastructure, $3.4B Contract + $2.1B Investment Option. IREN Current Share $61.20, 12-Month Default Target Price $71. Buy.
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Why Lumentum (LITE) is Attracting Attention as an AI Optical Communication Theme Stock, and Potential for Earnings and Stock Price Rebound
Base Exchange Rate: 1 USD = 1,460 KRW (As of 2026-05-09) | Analysis Date: May 9, 2026 | Current Share Price: $903.80 (Approx. 1,319,548 KRW) Executive Summary Lumentum Holdings Inc. (NASDAQ: LITE) is a key supplier of optical and photonic components for AI data centers, holding a dominant position in EML (Electro-Absorbing Modulated Laser) technology. The $2 billion (approx. 2.92 trillion KRW) strategic… with NVIDIA announced in March 2026
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What is the reason for the surge in Credo Technology (CRDO)? AI data center cable demand and stock price outlook.
Base Exchange Rate: 1 USD = 1,456 KRW (As of 2026-05-08) | Analysis Date: May 8, 2026 | Current Share Price: $188.29 Executive Summary Credo Technology Group (NASDAQ: CRDO) is a semiconductor company specializing in AI data center high-speed connectivity solutions. Based on the current share price of $188.29, we set a 12-month baseline target price of $209 (approx. 304,304 KRW) and maintain a Buy rating. The key investment points are as follows. AEC (Active Electric…
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Will Cisco (CSCO) Make a Resurgence in the AI Era? Analysis of Network Equipment Performance and Dividend Attractiveness
Base Exchange Rate: 1 USD = 1,450 KRW (As of 2026-05-07) | Cisco (CSCO) Q2 FY2026 Non-GAAP EPS $1.04 (Consensus +10.6% Surprise), AI Infrastructure Orders $2.1B, Networking Revenue +21% YoY. Dividend Yield 1.78%, TTM FCF $12.2B. HOLD, 12-month Target Price $101.
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Arista Networks (ANET): The King of AI Data Center Networks? Stock Price Outlook and Risks
Base Exchange Rate: 1 USD = 1,471 KRW (As of 2026-05-06) | Analysis Date: May 6, 2026 Current Price: $170.22 (Regular Close) / After-hours $150.15 (-11.8%, after Q1 2026 earnings announcement) Executive Summary Arista Networks (ANET) is a global leader in data center and AI networking switches, providing high-performance networking solutions based on EOS (Extensible Operating System). In Q1 2026 earnings, revenue $2.71B (YoY +35.1%) and…
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Is There Opportunity for HPE in the AI Infrastructure Market? Analysis of Server and Networking Performance Forecasts
Base Exchange Rate: 1 USD = 1,477 KRW (As of 2026-05-05) | HPE FY2026 Q1 Non-GAAP EPS 0.65 (Consensus +121 Surprise), Revenue +181 YoY. Networking +1511 Rapid Growth Driven by Juniper Integration, AI Backlog Record 5B+. HOLD, 12-Month Target 30.0.
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Re-evaluated as a Beneficiary of AI Servers? Earnings Momentum and 2026 Stock Price Outlook
Analysis Date: 2026-05-04 | Base Exchange Rate: 1 USD = 1,471 KRW Executive Summary Dell Technologies (NYSE: DELL) is a global IT hardware company that has emerged as the biggest beneficiary of the demand for AI infrastructure. The current share price of 210.17 represents a rise of 1,271 from its 52-week low (92.53), and the company possesses strong growth drivers, including total AI server orders of 64 billion KRW for FY2026 and a revenue target of 50 billion KRW for AI-optimized servers for FY2027. Item Content Current Share Price…
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ARM Holdings: A Hidden Powerhouse in AI Semiconductor Design? Growth, Valuation, and Risk Analysis
ARM Holdings (ARM) Q3 FY2026 non-GAAP EPS 0.43 (exceeding consensus 301 TP3T), data center royalties +1001 TP3T YoY. Royalty rates are doubling due to the transition to Armv9. Hold rating, 12-month target price 1 TP4T208.
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How Great Will Micron (MU) Benefit from HBM? AI Memory Earnings and 2026 Stock Price Forecast
Micron (MU) surprised the consensus with FY2Q26 EPS of 12.07, up 38.81. All HBM4 production was sold in advance, and FY3Q26 revenue guidance was 33.5B. The forward P/E is 5.1x, indicating extreme undervaluation. 12-month target price is 820. Strong Buy.