FUJIKURA

Fujikura has raised its operating full-year forecast to 310 billion JPY (1.9 billion USD), supported by price increases and growing AI-driven demand for fiber-optic cables. The stock posted its biggest gain since April 2025, but remains more than 30% below the record high from May. Analysts and investors are relieved, while capacity constraints persist. » Mere på finanzen.net

Fujikura lost about 4%, continuing its slide from the record high after quarterly earnings per share of ¥27.32 missed estimates and the company issued a disappointing profit forecast. Jefferies cut estimates, introduced a probability-based model for fiber‑optic and hydrogen bottlenecks and sees an 80% chance of normalization, but judges the current market price level to be consistent with only roughly a 40% normalization probability. Analysts and investors are also worried about delayed data‑center projects; technical indicators show sell signals, making further volatility likely. » Mere på de.investing.com

Fujikura released a forecast for fiscal 2027 and announced plans to expand its own hydrogen facilities and develop alternative hydrogen sources to cushion procurement bottlenecks. Management expects positive effects from a better product mix, as MMC ferrules achieve higher unit prices, but sees limited margin improvement for fiber‑optic cables due to the pricing power of data centers. Fujikura has secured volumes for 200‑micrometer fibers, plans to keep cable production capacity constrained in 2028, and aims for a sales increase in 2029 by expanding processes that have so far been bottlenecks. » Mere på de.investing.com