Inari Amertron is trading 6% up at $2.29 as investors look past a challenging FY2026 toward a potential recovery driven by new smartphone cycles and datacom photonics.
- The stock is rebounding after a period of earnings-driven weakness and analyst model resets following a 3Q miss, RF volume softness, and forex headwinds.
- Several banks have emphasized a turnaround starting in FY2027, lifting sentiment despite lowered near-term EPS estimates and broader semiconductor sector volatility.