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Bookmarked by
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Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$20.5B
36M shares
52-week range
$272.49 – $748.89
62% from low
Sector
TELEPHONE & TELEGRAPH APPARATUS
Exchange
NYSE
CS
Fabrinet provides advance-level optical packaging and precision optical, electro-mechanical, and electronic manufacturing services to original equipment manufacturers of complex products, such as optical communication components, modules and sub-systems, industrial lasers, automotive components, medical devices, and sensors. The company offers a broad range of advance optical and electro-mechanical capabilities across the entire manufacturing process, including process design and engineering, supply chain management, manufacturing, complex printed circuit board assembly, advance-level of packaging, integration, final assembly, and testing. The company generates the majority of its revenue from North America and Asia-Pacific, with the rest from Europe.
www.fabrinet.comNo one on the platform currently holds FN.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2024-12-31 | 57,200 | $12.6M |
No one on the platform has traded FN yet.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2027 | $5.7B | +23.6% | $17.23 | $15.99–$17.99 | 32.9× | 4 |
| 2028 | $6.9B | +21.3% | $21.37 | $19.95–$22.78 | 26.5× | 2 |
| 2029 | $8.4B | +22.0% | $27.09 | $25.67–$28.26 | 20.9× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-05-04 | $3.56 | $3.72 | +4.5% |
| 2026-02-02 | $3.26 | $3.36 | +3.1% |
| 2025-11-03 | $2.82 | $2.92 | +3.5% |
| 2025-08-18 | $2.64 | $2.65 | +0.4% |
| 2025-05-05 | $2.47 | $2.52 | +2.0% |
| 2025-02-03 | $2.51 | $2.61 | +4.0% |
| 2024-11-04 | $2.38 | $2.39 | +0.4% |
| 2024-08-19 | $2.25 | $2.41 | +7.1% |
| $25.0B |
| — |
| FTVFortive Corporation | $61.81 | +0.44% | $18.7B | — |
| GENGen Digital Inc. | $29.57 | +3.25% | $17.7B | — |
Source: Financial Modeling Prep · peers by sector/industry
$FN RIDICULOUS VALUATION despite the 34% Expected Rev. &50%+ EPS Growth for FYE 2026, yet only 23.5% and 25.4% in 2027 Estimated ... So the Margins they generate are Not Impressive at All, and if that growth spurt in 2026 is averaged out, and considering that it will be only in the 20% range going forward, say at 30 to 40 Times EPS (Generous considering EBIT Margins of just 10.5% and Net Margins of under 10%), 17.32 EPS for 2027E, at say 30 times yields around $520 PT ...At 40 times, that brings it to 692 , in over a year's time - Maybe ... But there are those that are willing to pay 13+ (midpoint) for 1060 Calls Exp. Nov. ??? and 5 bucks for October ... Now that is Crazy IMHO ...
View on StockTwits ↗Opticals are running again today. This is definitely one of the hottest AI play segment. $LITE $CIEN $FN $COHR $SOXL
View on StockTwits ↗Stocks to waatch today! $FN, $HRB and $ARMK
View on StockTwits ↗$CRDO may have a major tailwind developing. JPM flagged a potential FCC move targeting Chinese optical transceivers in U.S. data centers, including Innolight and Eoptolink, citing security and supply-chain concerns. Why this matters: → Chinese suppliers control roughly 35% of a $50B+ optical datacom market → 50%+ of their revenue comes from U.S. customers → Potentially ~$10B of demand could shift toward alternative suppliers JPM sees $CRDO, $COHR, $LITE and $FN among the best positioned to capture that share. And $CRDO already has exposure to major hyperscalers including Amazon, Google and Oracle. If restrictions accelerate the supplier shift, the optical infrastructure trade could get VERY interesting. $CRDO $COHR $LITE $FN Turn post notifications on to get an early entry i do not need to charge you because i actually make money trading
View on StockTwits ↗sld some winners (partial) to take gains. sld $FN for a 35% gain; sld $NEM for a 10% gain;
View on StockTwits ↗$FN this is what I’ll be looking for on the Aug17th earnings Question What I want to see Revenue growth ≥20% EPS Beat consensus Gross margin Stable or improving AI demand No signs of slowing Datacom commentary Strong Guidance Raised or maintained Customer commentary Healthy, diversified demand Capacity utilization High
View on StockTwits ↗$FN August 17 earnings. I feel like it’ll be moving 100 points leading up to then.
View on StockTwits ↗THE OPTICS TRADE COULD BE THE NEXT AI INFRASTRUCTURE WINNER Missed the memory trade in 2026 with MU and SNDK? The next major opportunity may come from the next layer of the AI buildout. As AI clusters scale and networking moves from 800G to 1.6T+, demand for optical infrastructure could accelerate into 2027. AAOI earnings may help set the tone. My optics watchlist: $AAOI $LITE $COHR $FN $SIVE Memory was one of the biggest AI themes of 2026. Now I’m watching whether optics becomes one of the biggest AI infrastructure themes of 2027. AI needs more than compute. It needs bandwidth. Follow my profile for more AI infrastructure, semiconductor, and next-generation technology analysis.
View on StockTwits ↗New report warns China transceiver ban would hurt U.S. AI giants Investing.com - Chinese optical module makers control roughly two-thirds of global transceiver supply, and no Western alternative can absorb that volume within the next one to two years, Counterpoint Research warned — a finding that casts doubt on whether a proposed U.S. import ban can be executed without damaging the AI infrastructure buildout it is meant to protect. Opticals are under pressure this morning, but they should benefit on that ban. $COHR $FN $AAOI $GLW $LITE
View on StockTwits ↗$ESS $FN $SSNC $PAAS $TPG Essex Property Trust benefits from apartment demand, Fabrinet supports optical networking, SS&C Technologies dominates financial software, Pan American Silver benefits from precious metals, and TPG grows alternative asset management.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.