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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Wamsi Mohan | Bank of America | 12 | 0% |
| Asiya Merchant | Citigroup | 11 | 0% |
| John Roberts | Mizuho Securities | 9 | 11% |
| George Notter | Wolfe Research | 8 | 0% |
| Samik Chatterjee | JPMorgan | 6 | 0% |
| Josh Spector | UBS | 6 | 0% |
| Mehdi Hosseini | Susquehanna | 5 | 20% |
| Meta Marshall | Morgan Stanley | 5 | 0% |
| Joe Cardoso | JPMorgan | 4 | 0% |
| Tim Long | Barclays | 3 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Bank of America | 1 | 12 | 0% |
| Citigroup | 1 | 11 | 0% |
| Wolfe Research | 2 | 10 | 0% |
| JPMorgan | 2 |
| 10 |
| 0% |
| Mizuho Securities | 1 | 9 | 11% |
| UBS | 2 | 7 | 0% |
| Morgan Stanley | 1 | 5 | 0% |
| Susquehanna | 1 | 5 | 20% |
Revenue grew 18% to $4.35 billion with EPS of $0.70 up 30% as Optical Communications surged 36% on GenAI demand and three hyperscaler multi-billion-dollar long-term agreements were secured. Solar polysilicon exceeded the 20% operating margin target, and operating margin expanded 220 basis points to 20.2%. Carrier fiber-to-the-home recovery accelerated, and the Springboard plan acceleration with a 2030 extension was scheduled for the May 6 event.
Competitive Dynamics | Cloud & AI | Capex Investment | Margin | Demand | Revenue Growth | Supply Chain | Pricing | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 2 | 1 | 2 | 4 | 4 | ||
| 2025Q1 | 2 | 1 | 2 | 2 | 2 | 2 | ||
| 2025Q2 | 3 | 4 | 3 | 1 | 2 | 3 | 1 | |
| 2025Q3 | 2 | 2 | 1 | 3 | 2 | 2 | 4 | 1 |
| 2025Q4 | 5 | 3 | 3 | 2 | 2 | 1 | 2 | 2 |
| 2026Q1 | 2 | 8 | 2 | 3 | 1 | 2 | 3 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Competitive Dynamics | 3 | 2 | 3 | 2 | 5 | 2 |
| Cloud & AI | 2 | 1 | 2 | 3 | 8 | |
| Capex Investment | 1 | 2 | 4 | 1 | 3 | 2 |
| Margin | 2 | 3 | 3 | 2 | 3 | |
| Demand | 4 | 2 | 1 | 2 | 2 | 1 |
| Revenue Growth | 4 | 2 | 2 | 1 | 2 | |
| Supply Chain | 2 | 3 | 4 | 2 | ||
| Pricing | 2 | 1 | 1 | 2 | 3 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
GLW Corning Inc. | 9 | +20.1% | |
| APH Amphenol | 9 | +58.4% | |
| COHR Coherent, Inc. | 9 | +20.6% | |
| FTV Fortive | 5 | -27.5% | |
| GRMN Garmin | 8 | +14.2% | |
| JBL Jabil | 9 | +23.1% | |
| KEYS Keysight Technologies | 10 | +31.7% | |
| SNDK Sandisk Corporation | 9 | +251.0% | |
| TDY Teledyne Technologies | 8 | +7.6% | |
| TEL TE Connectivity | 8 | +14.5% | |
| TRMB Trimble Inc. | 9 | +11.8% |