FN Fabrinet

$FN $LITE $CIEN Northland sees 'major' buying opportunity in Fabrinet Northland sees a "major" buying opportunity in Fabrinet (FN) after "a raft of positive data points" from key customers including Lumentum (LITE) and Ciena (CIEN) met with continued weakness in the shares. Amid a broader AI optical sector pullback and possible concerns about a slowdown, it is "ironic indeed" that Fabrinet, which the firm calls "the supplier with the lowest risk profile in that scenario," would underperform, adds the analyst, who reiterates an Outperform rating and $800 price target on Fabrinet shares.

$FN buy low sell high ; this is the low ; if it goes lower buy more and just hold ; simple

$FN is setting up clean Descending wedge/rounded base right off the $380-$400 demand zone with momentum finally curling up $407 hold / $430 breakout / $474 major reclaim / $500 then $542 if momentum really expands

$FN Hello everybody, started a posistion@ 17 shares today @ 404.50 Should have bought the 385. But you cant be in so many places at once. Lets hope we can reverse in the coming months ahead. All looks good here from what i can see.

$FN Strong buy everyone! You're welcome. Any sellers? You don't believe in the AI story? Ok, Please sell me your shares. Fabrinet is a major partner with Nvidia who anticipates possibly doubling semi production next year.

$FN all gains since September 22nd of last year erased... Always sell in time. Meanwhile lots of convergence at these price levels... It's time to accumulate

$FN Chart looking good, glad i added a few more in the low 400 area. Got 30 now. Got a good feeling on this one for the next year.

$FN $375 handful of adds yesterday, been punished for weeks on this too early position since my starter after earnings drop (first buys ~$450) but have been materially reducing my cost avg here. This is a fundemental supplier to the data center buildout with a durable moat their manufacturing for optical transcievers is not easily scaled or replicated. and still less expensive than its peer group ( 29 vs 41 p/e of industry). This is my IRA account play long term focus. Just logging my thoughts for reference in the future.

Fabrinet is a niche photonics manufacturer benefiting from AI data center demand. FN’s revenue is growing rapidly, especially in Data Center. Valuation is at 33x PE on YE27 estimates, leading to a $575 price target and high ROIC. $FN is fully exposed to data center demand cycles.

$FN im gonna take a wild guess…close red, green after hours, green pre market, red tomorrow….same fukkery

$FN $FN has been beaten down hard, but the fundamentals tell a different story. 📈 If the stock doesn't recover naturally before then, I believe the next earnings report in early November could be the catalyst that finally wakes the market up and shows just how undervalued $FN is at current levels. The market can ignore fundamentals for a while, but not forever. 🚀

$FN nobody wants to invest here? Analyst lowest target is 550+.... how? Where are investers of fabrinet

$FN totally criminal what has been done to this stock... easily should be trading at $550. Buying HUGE down here.

$FN Fabrinet FN is benefiting from accelerating demand for high-speed optical connectivity as hyperscalers expand artificial intelligence (AI) and cloud data-center infrastructure. The company manufactures optical and interconnect products used in data-center networking, data-center interconnect (“DCI”), high-performance computing (“HPC”) and other AI infrastructure applications. Strong demand across these areas is strengthening Fabrinet’s position in optical networking and expanding its opportunity against Lumentum Holdings LITE and Applied Optoelectronics AAOI, both of which are benefiting from rising bandwidth requirements across AI data centers.

$FN Zoom out and look at the bigger picture. $FN is a highly profitable company with $4.64B in annual revenue (+36% YoY) and $473M in net income (+42% YoY). Its latest quarterly revenue grew 45% YoY to a record $1.32B. The next major catalyst is earnings in early November. If the stock doesn't naturally recover above $500 before then, I believe strong earnings could be the trigger. I'm holding for the bigger move! 🚀

$FN hit my target entry long sub 397$ posted last week. This is the demand zone that formed in Q4 2025. There are so many AI related stocks hitting their Q4 2025 demand zone, $AMKR $COHR $TER etc It will be interesting to see how tech stocks react at these levels in next week.

$FN on September 10th 2025 the Stock reached 380$, just like today. All gains of the last 12 months erased. August Earnings 2025 vs 2026 Revenue: 909M vs 1.32B (410M increase or 43%) EPS: 2.65 vs 4.10 (1.45 increase or 54.7%) net income: 87.21m vs 139.26 (52.1m increase or 59.7%) The annual EPS should increase to 29.28$ in 2029; currently is 13.84, meaning it will more than double. This is a very profitable company from an EPS perspective. I guess is all about sentiment.

$FN $FN might be one of the most under-the-radar AI infrastructure plays right now. Everyone is talking about $CRDO, $AAOI, $LITE and $COHR as AI clusters become increasingly networking & optics-heavy. But Fabrinet deserves a seat at that table. FY26: • Revenue: $4.64B (+36% YoY) • Net income: $473M (+42%) • EPS: $13.05 (+42%) • Q4 revenue growth: +45% • Data Center revenue: $669M (+68%) • Data Center now ~51% of quarterly revenue And Q1 FY27 guidance implies roughly 43% YoY revenue growth at the midpoint. The thesis is simple: More GPUs → larger clusters → more bandwidth → more optical connectivity → more demand for high-end optical manufacturing. $FN doesn't get nearly as much attention as some of the hotter AI networking names, but the fundamentals are already showing the acceleration. If optics/networking really is becoming the next major bottleneck in AI infrastructure, keep $FN on your radar. 👀 Long $FN & $CRDO. ⚡

$FN This does not react to the broad market. Not even to its own sector. Not to earnings, not to news, not to logic. Some decided it should just dance around $412 for a while, and here we are.

$FN not buying the 2nd half drop today from $428 to $417….back to getting attacked for absolutely no reason. well see if they keep the manipulation machine going again this week or let this crawl back to 50 day moving average. retail is not selling and institutional ownership is still over 100%. this price action is NOT natural!