Finisar Corp.

Company Details:

Company Symbol: FNSR
Sector: Technology
Company Rating:
URL: http://www.finisar.com

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  • 06/16/17 Update FNSR ($25.64, Buy; $38.00 PT): F4Q/F1Q Results/Outlook Impacted by Soft Chinese Demand; QSFP28 and 3D Sensing to be Major Catalysts in FY18; Reducing Estimates but Maintaining PT of $38; Reiterate Buy
  • 06/16/17 Morning Note B. Riley AM Note: ACLS, ADI, AOSL, FNSR, ON
  • 06/08/17 Update FNSR ($26.30, Buy; $38.00 PT): Earnings Preview: F4Q/F1Q Results/Outlook Could be Below Consensus but Bad News in the Stock While Potential Catalysts are Not; Reducing PT from $46 to $38; Reiterate Buy
  • 06/08/17 Morning Note B. Riley AM Note: CAMP, CAMT, FNSR, IDCC
  • 04/13/17 Update Industry Update - Optical Components: Despite AAOI, Proceed with Caution into 1Q Earnings Season as 2Q is Off to a Slow Start (ACIA, CIEN, FN, FNSR, IIVI, IPHI, LITE, NPTN, OCLR)
  • 04/13/17 Morning Note B. Riley AM Note: ACIA, CHKE, CNK; Optical Components (ACIA, CIEN, FN, FNSR, IIVI, IPHI, LITE, NPTN, OCLR)
  • 03/27/17 Morning Note B. Riley AM Note: FINL, LGF.A, MCHP, NVDA, ON, SLAB, SMTC; EMS (BELFB, BHE, CLS, CTS, FLEX, IEC, JBL, KTCC, KE, PLXS, SANM, SPA), Exhibitors (AMC, CNK, IMAX, MCS, RDI, RGC), Optical Components (AXTI, CIEN, FN, FNSR, IIVI, IPHI, LITE, NPTN, OCLR)
  • 03/27/17 Update Industry Update: Optical Components - OFC Review, Incrementally Positive on IPHI and LITE on Significant Competitive Lead
  • 03/17/17 Morning Note B. Riley AM Note: AMRK (resuming coverage), ARTX, AXTI (downgrade), FINL, GSM, LLNW, NKE, NMRX, PFSW, RDI, SCVL; Focus List Update (BV, CARB, DKS, IMAX, KTOS, LITE, MPAA, MRVL, OOMA, PBH, TRUE), Optical Components (CIEN, FNSR, INFN, LITE, NPTN, OCLR)
  • 03/17/17 Update Industry Update - Optical Components: OFC Preview, Favor CIEN/3D Sensing Stocks as China Demand Wobbles (CIEN, FNSR, INFN, LITE, NPTN, OCLR)
  • 03/10/17 Update FNSR ($34.90, Buy; $46.00 PT): CFP was the Culprit in F3Q/F4Q Miss; Compelling Growth Prospects in FY18 Remain Intact; Reducing Estimates and PT from $47.25 to $46.00; Reiterate Buy
  • 03/10/17 Morning Note B. Riley AM Note: ABTL, AKAM, BV, FNSR, III, LGF, NPTN, RDI, REIS (resuming coverage), UFAB (resuming coverage), WEYS, ZUMZ; Retail Apparel (CHKE (downgrade), DSW, GES (downgrade), TLYS)
  • 03/03/17 Update FNSR ($33.42, Buy; $47.25 PT): Earnings Preview: Driven by Strength in 100G Datacom, Expect Modest Beat-and-Raise; Chinese ROADM Cycle to Provide Incremental Growth; Reiterate Buy
  • 03/03/17 Morning Note B. Riley AM Note: CAMT, CDZI, CIEN, DCO, DKS, FNSR, GCO, HCHC, HIBB, IDSY, IMMR, MRVL, PRGO, ROG, SRI, SSI, STMP, SUP, TIVO, WEYS
  • 02/28/17 Desk Report B. Riley AM Note: AEO, AMC, CTSO, HEAR, ISIL (discontinuation), KTOS, MEI, MRVL, NTRI, PODD, SRI, STMP, SUP, TRUE; Optical Components (CIEN, FNSR, INFN, LITE, NPTN, OCLR), The Weiser Consumer (AVP, FLWS, JAKK, MAT, NWL, PBH)
  • 02/27/17 Update Industry Update: Optical Components Recap – Buy FNSR and LITE
  • 01/23/17 Update FNSR ($28.55, Buy; $47.25 PT): On Track For F3Q With Upside Potential Despite Huawei Situation; Reiterate Buy
  • 01/19/17 Update FNSR ($28.82, Buy; $47.25 PT): Check-in With Management Provides Confidence in 100G Growth Cycle Thesis; Reiterate Buy
  • 01/19/17 Morning Note B. Riley AM Note: ADMP, ASML, BELFB (initiation), DMRC, EVLV, FNSR, HCHC, OCLR, RUBI; Consumer Products (CL, CLX, KMB, PG)
  • 01/05/17 Morning Note B. Riley AM Note: CTG, JCP, NTRI, OOMA, SQNS, TIVO, TRUE, WDFC, ZUMZ; Footwear (BOOT, COLM, DECK, RCKY, VFC, WEYS, WWW), Optical Components (CIEN, FN, FNSR, IIVI, LITE, NPTN, OCLR)
  • 01/05/17 Update Industry Update - LITE and FNSR: Our Top Optical Picks for 2017
  • 01/03/17 Morning Note B. Riley AM Note: AKAM, BOOT (upgrade), GSM, IMAX, SPCB, TUP, VVI; Exhibitors (AMC, CNK, IMAX, MCS, RDI, RGC), Focus List (BV, DKS, FLEX, GSM, IMAX, KTOS, LITE, MPAA, MRVL, PBH, PFSW, TNAV, TRUE), Internet (AKAM, LLNW, TRUE, WEB), Media (EVLV, RDI, RLH)
  • 12/09/16 Update FNSR ($34.13, Buy; $47.25 PT): Reports Another Beat-and-Raise; Compelling Growth Prospects in CY17; Raising Estimates and PT from $38.00 to $47.25; Reiterate Buy
  • 12/09/16 Morning Note B. Riley AM Note: AVGO, CHKE, CIEN, CTSO, DRAD, FNJN, FNSR, IDSY, LGF, LLNW, MEI, SMTC, VNCE; Footwear (BOOT, COLM, DECK, RCKY, VFC, WEYS)
  • 12/06/16 Update FNSR ($31.97, Buy; $38.00 PT): Earnings Preview: Driven by Strength in 100G Datacom, Expect Another Beat-and-Raise; Chinese ROADM Cycle Just Around the Corner; Reiterate Buy
  • 12/06/16 Morning Note B. Riley AM Note: ACLS, CIEN, DCO (downgrade), EMKR, FNSR; The Weiser Consumer (AVP, CLX, FTD, TUP)
  • 11/16/16 Morning Note B. Riley AM Note: AMC, COHU, DKS, EL, EVLV, FNJN, IMAX, KLIC, MAMS, SBH, UFAB, UTEK; Optical Components (FNSR, IIVI, LITE, VIAV)
  • 11/16/16 Update Industry Update: Optical Components - IIVI’s 3D Sensing TAM is the Largest in our Optical Coverage (FNSR, IIVI, LITE, VIAV)
  • 09/30/16 Update FNSR ($29.48, Buy; $38.00 PT): Optical Demand Remains Strong while 3D Sensing Could be a Second Catalyst in 2017; Raising Estimates and PT from $32.25 to $38.00; Reiterate Buy
  • 09/30/16 Update Industry Update - Optical Components: 3D Sensing Could be the Second Catalyst for Those with VCSEL Technology (AXTI, FNSR, IIVI, LITE)
  • 09/30/16 Morning Note B. Riley AM Note: ADI, CAMP, JBL, KE, KEM; Optical Components (AXTI, FNSR, LITE), Semiconductors (AOSL, EXAR, SLAB, SMTC, SQNS), The Weiser Consumer (COTY, MAT, PBH, PRGO, TUP)
  • 09/09/16 Morning Note B. Riley AM Note: ACLS, BOOT (downgrade), COTY, CHKE, FARM, FNSR, MCFT, RDI (initiation), VNCE, WMAR, ZUMZ
  • 09/09/16 Update FNSR ($23.69, Buy; $32.25 PT): Reaches Inflection Point in Sales and Earnings Based on Strong F1Q/F2Q Results/Outlook; Raising Estimates and PT from $24.50 to $32.25; Reiterate Buy
  • 09/06/16 Morning Note B. Riley AM Note: ACW, DRAD, FNSR, IDCC, ROVI
  • 09/06/16 Update FNSR ($22.32, Buy; $24.50 PT): Earnings Preview: Expect Another Beat-and-Raise; Telecom and 100G Datacom to be the Main Growth Drivers; Reiterate Buy
  • 08/26/16 Update Industry Update: Optical Components - Before October Rally, Beware of September Volatility (CIEN, FN, FNSR, INFN, IPHI, LITE, NPTN, OCLR)
  • 08/26/16 Morning Note B. Riley AM Note: AMSWA, FLWS, GSM, HEAR, ISIL, MEI, MRVL, NKE (downgrade), ON, WWW, XCRA; Boardsport (DECK, NKE, VFC), Footwear (COLM, CROX, DECK, VFC, WEYS, WWW), Internet (ABTL, TRUE), Optical Components (CIEN, FN, FNSR, INFN, IPHI, LITE, NPTN, OCLR)
  • 08/18/16 Update Industry Update: Optical Components (CIEN, FN, FNSR, IPHI, LITE, NPTN, OCLR)
  • 08/16/16 Morning Note B. Riley AM Note: FN, MRVL, SSI; The Wesier Consumer (FTD, IPAR, NTRI, NWL, PBH, PG)
  • 07/29/16 Update Industry Update: Optical Components - Analysis of INFN’s Mess; Earnings Previews of OCLR and IIVI (CIEN, FN, FNSR, IIVI, INFN, IPHI, LITE, NPTN, OCLR)
  • 06/17/16 Update FNSR ($17.58, Buy; $24.50 PT): Finally Delivers a Beat-and-Raise; 100G and WSS Driving GM Expansion; Raising EPS Estimates and PT from $20.00 to $24.50; Reiterate Buy
  • 06/17/16 Morning Note B. Riley AM Note: ASML, EXAR, FNSR, ITI, NVDA, RDEN, RUBI, SPCB; The Weiser Consumer (COTY, FLWS, JAKK, NTRI, PBH)
  • 06/15/16 Morning Note B. Riley AM Note: ACLS, DMD, FNSR, GDDY, MPAA
  • 06/14/16 Update FNSR ($16.75, Buy; $20.00 PT): Earnings Preview: Expect an In Line Print; Telecom and 100G Datacom to be the Main Growth Drivers; Reiterate Buy
  • 05/20/16 Morning Note B. Riley AM Note: ACLS, AMAT, DKS, EGHT, FNJN, GSM, IVAC, JAKK, MRVL, REIS, SSI, XCRA; Optical Components (CIEN, FNSR, IPHI, LITE, OCLR)
  • 05/20/16 Update Industry Update - Optical Components: Negative Report from OTR Slams the Optical Group (CIEN, FNSR, IPHI, LITE, OCLR)
  • 05/09/16 Update Industry Update: Optical Components 1Q Earnings Season Week #2 Highlights (CIEN, FN, FNSR, IPHI, LITE, NPTN, OCLR)
  • 05/09/16 Morning Note B. Riley AM Note: AMRK, APPS, ARTX, CLRO, CROX, DCO, MFLX, NLS, NVDA, RDEN, REIS, STMP, VPG, WYY, YELP; Exhibitors (AMC, CKEC, CNK, DWA, IMAX, LGF, MCS, NCMI, RGC), Internet (DMD, NAME), Optical Components (CIEN, FN, FNSR, IPHI, LITE, NPTN, OCLR)
  • 05/02/16 Morning Note B. Riley AM Note: AMC, ARC, AXTI, DRAD, FN, IL, JCP, KTOS, NEWP, NTRI, NWL, OCLR, PRMW, REIS, ROVI, RWNK, SWKS, TACT, TUES, TYPE, VFC, VIAV, VSAT; Exhibitors, Optical (CIEN, FNSR, IPHI), Semis/SemiCap (ACLS, CAMT, MCHP ), Software (CALD, CSOD, GUID, NTCT)
  • 05/02/16 Update Industry Update: Optical Components - 1Q Earnings Season Week #1 Highlights (CIEN, FNSR, IPHI, LITE, NPTN, OCLR)
  • 04/13/16 Morning Note B. Riley AM Note: APPS, ASML, BOOT, DMD, IDCC, INTC, LLTC, LRCX, MCFT, MXIM, OUTR; Exhibitors (AMC, CKEC, CNK, DWA, IMAX, LGF, MCS, NCMI, RGC), Optical Components (FNSR, IPHI, LITE), The Weiser Consumer (CL, JAKK, MAT, NWL, PG, PRGO, WDFC)
  • 04/13/16 Update Industry Update - Optical Components: JNPR’s Negative Preannouncement and VZ’s Strike (CIEN, FNSR, IPHI, LITE, NPTN, OCLR)
  • 03/28/16 Morning Note B. Riley AM Note: AMC, CKEC, FINL, HEAR, KTOS, OUTR, ROVI, SIX, TIVO; Optical Components (CIEN, FN, FNSR, GIG, IIVI, IPHI, LITE, NPTN, OCLR)
  • 03/28/16 Update B. Riley & Co. Industry Update - Optical Components: OFC Wrap (CIEN, FN, FNSR, GIG, IIVI, IPHI, LITE, NPTN, OCLR)
  • 03/18/16 Update Industry Update: Optical Components OFC Preview (AFOP, CIEN, FN, FNSR, IPHI, LITE, NPTN, OCLR)
  • 03/18/16 Morning Note B. Riley AM Note: ACLS, GES, LRCX, NWL, SQNS, TLYS; Optical Components (AFOP, CIEN, FN, FNSR, IPHI, LITE, NPTN, OCLR)
  • 03/11/16 Morning Note B. Riley AM Note: ABTL, CBR, CLRO, DSW, EVOL, FNSR, FTD, III, KTOS, PFSW, SYRX, ZUMZ
  • 03/11/16 Update FNSR ($14.18, Buy; $20.00 PT): Led by WSS and ACOs, Telecom Starting to Move the Needle; Raising EPS Estimates and PT from $13.50 to $20.00; Upgrading from Neutral to Buy
  • 03/09/16 Update Industry Update: Assessing ZTE’s Ban Effects on the Optical Industry (FN, FNSR, GIG, LITE, NPTN, OCLR)
  • 03/08/16 Morning Note B. Riley AM Note: AKAM, BRKS, CKEC, FNSR, FORM, FTD, III, PCTI, RUBI, SUP, SYRX, VNCE; Boardsport Review (DECK, NKE, VFC), Exhibitors (AMC, CKEC, CNK, MCS, RGC), Footwear Review (COLM, DECK, RCKY, VFC, WWW)
  • 03/08/16 Update FNSR ($15.02, Neutral; $13.50 PT): Earnings Preview: Expect an In Line Print; Expect Datacom Weakness to Offset Telecom Strength; Maintain Neutral Based on Valuation
  • 02/22/16 Morning Note B. Riley AM Note: ARC, ARTX, CTG, DMRC, FORM, IMAX, ISIL, JAKK, TROX, VFC, XCRA; Consumer Products (FLWS, FTD, NTRI), February Focus List Update (NTRI), Optical Components (AFOP, FN, FNSR, LITE, NPTN, OCLR), The Weiser Consumer (JAKK, NWL, PG, PRGO)
  • 02/22/16 Update Industry Update: Wireless and Optical’s Yin and Yang Relationship (AFOP, FN, FNSR, LITE, NPTN, OCLR)
  • 12/17/15 Update Industry Update: Optical Components - Rising Demand Tightens Supply Chain
  • 12/17/15 Morning Note B. Riley AM Note: JBL, NTRI, P; Optical Components (AFOP, CIEN, FN, FNSR, GIG, LITE, NPTN, OCLR)
  • 12/11/15 Morning Note B. Riley AM Note: CAMP, CHKE, CIEN, CKEC, DMRC, FNSR, MAT, MEI, RLD, VNCE
  • 12/11/15 Update FNSR ($11.64, Neutral; $13.50 PT): Telecom Strengthening while Datacom Has Yet to Stabilize; Slightly Lowering Estimates and PT from $13.75 to $13.50; Maintain Neutral
  • 12/09/15 Morning Note B. Riley AM Note: AXTI, EMKR, FC, FNSR, JBL, MEI, ON; Retail Surveys (COLM, DECK, NKE, RCKY, VFC, WWW)
  • 12/09/15 Update FNSR ($11.761, Neutral; $13.75 PT): Earnings Preview: Expect F2Q/F3Q Results/Outlook to be Generally In Line; Wait for Datacom to Stabilize
  • 11/12/15 Update FNSR ($12.08, Neutral; $13.75 PT): Mixed Laterals with Negative Bias from LITE; Lowering Estimates and PT from $16.75 to $13.75; Maintain Neutral
  • 11/12/15 Morning Note B. Riley AM Note: FNSR, HSKA, JCP, MAMS, PFSW
  • 09/14/15 Morning Note B. Riley & Co. AM Note: ARTX, COTY, FLWS, FTD, KTOS, MRVL, SPCB; Media & Entrtnmt (AMC, CKEC, CNK, IMAX, MCS, RLD, RGC); Optical Cmp (AFOP, CIEN, FN, FNSR, LITE, NPTN, OCLR); Mitch’s Brdspt (DECK, NKE, VFC); Mitch’s Shoe (COLM, CROX, DECK, RCKY, VFC, WWW)
  • 09/14/15 Update B. Riley & Co. Industry Update: Optical Components (AFOP, CIEN, FN, FNSR, LITE, NPTN, OCLR)
  • 09/11/15 Update FNSR (14.91,Neutral; $16.75): F1Q/F2Q Results/Outlook Below Consensus; Lowering Estimates and PT from $27.00 to $16.75; Downgrading from Buy to Neutral
  • 09/09/15 Update FNSR ($15.37, Buy; $27.00 PT): Earnings Preview: Despite Few Issues, Expect F1Q/F2Q Results/Outlook to be Generally In Line; Reiterate Buy
  • 09/09/15 Morning Note AM Note: FNSR, NSSC, PSUN, TIVO, ZQK; The Weiser Consumer (COTY, FLWS, JAKK, PG, PRGO, TUP)
  • 08/21/15 Morning Note B. Riley AM Note: BBY, CONN, SSI; Industry Update: Optical Components (AFOP, CIEN, FNSR, IIVI, LITE, NPTN, OCLR)
  • 08/21/15 Update Industry Update - Optical Components (AFOP, CIEN, FNSR, IIVI, LITE, NPTN, OCLR): 2Q Earnings Season Wrap: Optical industry gets an “A-“; Favorable comps in 2H
  • 07/27/15 Morning Note B. Riley & Co. Morning Notes: DHX, IPAR, ISSI, LGF, PRGX, RNWK, RUBI, SIMO, VFC, YELP; Optical Components (AFOP, CIEN, FN, FNSR, JDSU, NPTN, OCLR), The Weiser Consumer (IPAR, JAKK, KMB, NTRI, PRGO, RDEN, TUP)
  • 07/20/15 Update B. Riley & Co. Industry Update – Optical Components (AFOP, FN, FNSR, JDSU, NPTN, OCLR)
  • 06/29/15 Update B. Riley & Co. Industry Update: Optical Components 2H Outlook: Recovery Hope in Telecom, but Minor Turbulence in Datacom
  • 06/29/15 Update Morning Notes: FINL, IMAX, VNCE; Optical Components (AFOP, FN, FNSR, JDSU, NPTN, OCLR), Semiconductors and Capital Equipment (BRCM, INTC, ISIL, MRVL, NVDA, ON, SWKS)
  • 06/19/15 Morning Note B. Riley & Co. Morning Notes: AMRK, COHU, FNSR, SWKS, XCRA
  • 06/19/15 Update FNSR ($22.15, Buy; $27.00 PT): Telecom Strength Leads to Solid Results/Outlook; Raised PT from $25.50 to $27.00; Reiterate Buy
  • 06/16/15 Morning Note B. Riley & Co. Morning Notes: COHU, DMRC, FLWS, FNSR, FTD, GSM, PLNR, TREC
  • 06/16/15 Update FNSR ($22.49, Buy; $25.50 PT): Earnings Preview: Driven by Robust Datacom, Expect In Line F4Q/F1Q Results/Outlook; Reiterate Buy
  • 04/27/15 Update B. Riley & Co. Industry Update - Optical Components
  • 04/14/15 Update Industry Update: Optical Components - 1Q Earnings Season Preview, Expect more of the same choppiness from 4Q
  • 03/30/15 Update Industry Update: Optical Components - OFC Wrap
  • 03/18/15 Morning Note B. Riley & Co. Morning Notes: ARTX, DSW, EVOL, NVDA, RNWK, ZQK; Optical Components (AFOP, FN, FNSR, JDSU, NPTN, OCLR)
  • 03/18/15 Update Industry Update - Optical Components: OFC Preview and 4Q Wrap
  • 03/06/15 Morning Note B. Riley & Co. Morning Notes: CKEC, CLRO, CVU, DMD, FNSR, HSKA, IDSY, KFX, KTOS, PFSW, REIS, TREC; Focus List Update (CHKE, CKEC, EMKR, GME, GUID, ISIL, KTOS, NTRI, PRMW, REMY, RUBI)
  • 03/06/15 Update FNSR ($20.33, Buy; $25.50 PT): Datacom Strength Leads to Solid Results/Outlook; GM Expansion to be a Catalyst; Raising PT from $24.25 to $25.50; Reiterate Buy
  • 03/04/15 Morning Note B. Riley & Co. Morning Notes: ACW, ATNY, BBY, BV, FNSR, MEI, NPTN, PCOM, PRGX, SSI, TIVO
  • 03/04/15 Update FNSR ($20.55, Buy; $24.25 PT): Earnings Preview: Expect F3Q/F4Q Results/Outlook In Line or Better; Raising PT from $20.75 to $24.25; Reiterate Buy
  • 02/27/15 Morning Note B. Riley & Co. Morning Notes: AMSWA, BBY, CSGP, IMMR, KW, NPTN, NTRI, ONNN, RUBI, TIVO, TREC, TROX, TUP, WMAR, XCRA; Optical Components (FNSR, JDSU, NPTN, OCLR)
  • 01/23/15 Update Industry Update - Optical Components: Expecting a mixed bag during 4Q earnings season
  • 01/23/15 Morning Note B. Riley & Co. Morning Notes: ABTL, AVP, DWA, EGHT, IIVI, KLAC, KLIC, KTOS, MXIM, NTCT, SWKS; Optical Components (AFOP, EMKR, FN, FNSR, IIVI, JDSU, NPTN, OCLR)
  • 01/14/15 Morning Note B. Riley & Co. Morning Notes: AFOP, BRKS, DTSI, EGHT, FNSR, GME, IIVI, LLTC
  • 01/09/15 Update Industry Update - Optical Components: 2015 Preview, Expect anemic growth in 1H, but industry consolidation should make 2015 an interesting year