Fanuc Roaring Back On Improving Industrial Sentiment

Fanuc's share price has surged with improving industrial sentiment, including by improving robotics growth and strategic expansion into aerospace and precision assembly. FANUY's recent quarters show good order growth, especially in robotics, and management is bullish on long-term opportunities in the U.S. market. Reshoring and expanded robot capabilities should drive mid-single-digit long-term growth, with improved operating leverage and mix driving higher margins.

Seeking Alpha • Feb 17, 2026

Baird Chautauqua International Growth Fund: Q4 2025 Winners, Laggards, Buys & Sells

Baird Chautauqua International Growth Fund underperformed its benchmark as stock selection in health care and consumer discretionary detracted most from relative returns. Fanuc reported September quarter results that beat consensus estimates, raising full-year operating profit guidance by 10% on demand recovery and improved utilization rates. Sea Limited reported September quarter results that beat consensus estimates, with revenue growing 38% and gross merchandise value growing 28%.

Seeking Alpha • Feb 13, 2026

First Eagle Overseas Fund Q4 2025 Portfolio Review

First Eagle Overseas Fund A Shares (without sales charge*) posted a return of 5.78% in fourth quarter 2025. Leading contributors in the First Eagle Overseas Fund this quarter included gold bullion, FANUC Corporation, Samsung Electronics Co., Ltd., LVMH Moet Hennessy Louis Vuitton SE and Samsung Electronics Co., Ltd. Pfd Non-Voting. The leading detractors in the quarter were Prosus N.V. Class N, Alibaba Group Holding Ltd., BAE Systems plc, Imperial Oil Limited and NAVER Corp.

Seeking Alpha • Jan 27, 2026

Are You Looking for a Top Momentum Pick? Why Fanuc Corp. (FANUY) is a Great Choice

Does Fanuc Corp. (FANUY) have what it takes to be a top stock pick for momentum investors? Let's find out.

Zacks Investment Research • Jan 7, 2026

Is Fanuc (FANUY) Stock Outpacing Its Industrial Products Peers This Year?

Here is how Fanuc Corp. (FANUY) and Kaiser Aluminum (KALU) have performed compared to their sector so far this year.

Zacks Investment Research • Dec 22, 2025

Fanuc Corp. (FANUY) Is Up 19.45% in One Week: What You Should Know

Does Fanuc Corp. (FANUY) have what it takes to be a top stock pick for momentum investors? Let's find out.

Zacks Investment Research • Dec 12, 2025

Fanuc: A 'Buy' On Physical AI Progress And Sector's Order Growth (Rating Upgrade)

I raise my rating for Fanuc to a Buy after assessing the latest corporate and industry developments. Physical AI is a business area that holds great promise, and FANUY has recently ventured into that space, as seen with the Nvidia partnership and its trade exhibition disclosures. Japan's machine tool order growth accelerated from September's +8% to October's +17%, which bodes well for Fanuc's factory automation business.

Seeking Alpha • Dec 8, 2025

Are Industrial Products Stocks Lagging Fanuc (FANUY) This Year?

Here is how Fanuc Corp. (FANUY) and Powell Industries (POWL) have performed compared to their sector so far this year.

Zacks Investment Research • Dec 5, 2025

Fanuc (FANUY) Upgraded to Buy: Here's What You Should Know

Fanuc (FANUY) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

Zacks Investment Research • Nov 19, 2025

The robots have won. The smart trade now is investing in companies that make them.

Amazon's million-robot army ends the need for 160,000 new jobs. Walmart, Target and other retailers are reaching similar conclusions.

Market Watch • Nov 12, 2025