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Price
$175
USD
Day
+10.4%
YTD
—
Point-in-time evaluation
wait
Thesis intact and May throttles cleared, but 52-week high + light-volume +10.4% intraday pop is the wrong entry; wait for $160 pullback or Q2 FY27 print.
Jun 22, 01:21 p.m.
Research feed
Latest imported research note for this ticker.
longwatch
Imported thesis
CopperEdge + FiberEdge transceivers riding 800G/1.6T transition; Q1 FY27 beat (rev $291M, +16% YoY) and Q2 guide $328M reinforce optical interconnect TAM expansion.
Imported reasoning
Two independent throttles: (a) optics sleeve OVERWEIGHT at 20.9% vs 15-20% target -- Step 3.5 explicitly biases watch when adding to overweight sleeve; (b) spot $164.46 is ~26% above the pre-earnings analyst avg PT $130.31 after +24% 5d run with RSI 83. Implied 0.79x off PT-anchored upside -> 'low' potential at current entry. Thesis intact; entry not.
Last imported
May 27, 05:36 a.m.
Source report
2026-05-27_premarket.md
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Watchlist notes
Public watchlist context and imported research metadata.
Thesis
CopperEdge + FiberEdge transceivers riding 800G/1.6T transition; Q1 FY27 beat (rev $291M, +16% YoY) and Q2 guide $328M reinforce optical interconnect TAM expansion.
Sleeve
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Consensus PT (USD)
$205
Holdings
No holdings recorded for this ticker.
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