FABC · NASDAQ · Semiconductors

Fabric.AI (FABC)

Developing MicroLED optical interconnects for AI data-center hardware.

$2.14
vs last close−0.04 (−2.02%)
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Fabric.AI, Inc.FABC
Information Technology

Develops Neural I/o, a MicroLED optical interconnect for short-reach links among GPUs, accelerators, memory and servers. Intended product revenue rests on exclusive commercial selling rights outside Kopin's retained markets, while manufacturing, background technology and part of the project IP remain tied to Kopin.

Develops Neural I/o, a MicroLED optical interconnect intended for short-reach links among GPUs, accelerators, memory and servers in AI data centers. The program repurposes MicroLED pixels as optical transceivers and is designed to consolidate high-rate copper or laser channels into parallel optical connections. Fabric.AI focuses on system design, development, commercial rights and prospective-customer engagement while external parties handle manufacturing.

Plans to sell covered products in commercial markets worldwide outside sanctioned jurisdictions and fields retained by Kopin, including automotive, military, defense and government end users. Commercial execution depends on Kopin, which supplies background MicroLED technology, co-owns new project IP, controls covered manufacturing and retains reserved markets. Covered products must be made by or for Kopin, and Fabric.AI must buy its full requirements from Kopin except after defined supply failures.

Company facts

CEOJoshua Silverman
ListedMay 29, 2020
ExchangeNASDAQ
HeadquartersNew York, NY
CountryUnited States
Employees150
CIK0001086745
ISINUS0547483067

Market cap$14.5M
EPS (ttm)−$14.13
P/E (ttm)−0.1543
ROE-152.3%
P/B0.5120
P/S
Dividend yieldDiv yield
Beta3.47vs XLK −0.18

No analyst consensus on record.

Next report
Nov 16, 26
in 55 days
EPS estimate
−$43.52
Revenue estimate
$2.4M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

May '23Aug '23Nov '23Nov '25May '26Aug '26Nov '26
Reported−$19.20−$20.48−$47.84−$3.84−$2.00−$1.63Pending
Estimate−$19.20−$19.20−$13.44−$20.32−$43.52−$43.52−$43.52
Surprise0.0%−6.7%−256.0%+81.1%+95.4%+96.3%

RevenueReportedEstimate

May '23Aug '23Nov '23Nov '25May '26Aug '26Nov '26
Reported$113.1K$139.5K$88.4KPending
Estimate$100.0K$100.0K$100.0K$5.7M$2.4M$2.4M$2.4M
Surprise+13.1%+39.5%−11.6%
Estimate−$43.52
ReportedDue Nov 16, 2026
Estimate$2.4M
ReportedDue Nov 16, 2026
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Debt to equity0.60%
Current ratio1,862.60%

ProfitabilityRevenueNet incomeNet margin

Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$0$0$0$0$0
Net income−$14.1M−$2.8M−$5.0M−$2.4M−$12.5M
Net margin

GrowthOperating income

Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income−$1.8M−$3.5M−$3.2M−$1.7M−$3.3M
YoY growthLoss widened

Balance sheet, Jun 30, 2026Cash & short-term investments $26.8M · Total debt $162.3K · Total assets $49.7M · Shareholders' equity $28.3M

Revenue
$0
Operating income
−$3.3M
Net income
−$12.5M
View details

No dividends on record.

Insiders4.22%280.8K shares
1 holder · as of Aug 14, 2026
Other95.78%6.37M shares
remainder

6.65M company shares as of Aug 21, 2026 · holders as of their latest filing

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Joshua SilvermanInsiderdirector, officer: Chief Executive Officer
4.22%280,757filed Aug 14, 2026

Insider tradesForm 4

No open-market trades in the last 12 months.

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Unavailable right now.