FN Fabrinet

$FN crushed it. $1.47B in revenue (+51% YoY) and $4.34 EPS, easily clearing the top end of their own guidance. And for Q2 guidance, they’re calling for $1.60B to $1.65B when the Street was only looking for $1.48B. Zero debt, $756M in cash, and the 800G/1.6T ramp isnt slowing down one bit. Expecting a wave of PT upgrades tomorrow morning. $LITE $COHR

$FN is basically the factory floor for $NVDA , $LITE , $COHR no matter who wins the AI optics race, the money still flows through their assembly lines. Getting a debt-free monopoly growing 40% a year at ~17.5x forward P/E after this washout is a gift ahead of Nov 2 earnings..

$FN literally $200 below lowest anaylyst rating and $375 below mean analyst rating. forward p/e and RSI dropping like bricks, and the system has no issue with an over 100% institutional ownership??? am i the crazy one or is this completely insane?

$FN Q1 '27 Earnings Results & Recap • Reported GAAP EPS of $4.34 up 48.63% YoY • Reported revenue of $1.47B up 50.74% YoY • Fabrinet expects second fiscal quarter ending December 25, 2026 revenue of $1.6B to $1.65B, GAAP diluted EPS of $3.81 to $3.96, and non-GAAP diluted EPS of $4.77 to $4.92.

$FN We are almost reaching the hights of 2024... since then, profits and revenues almost trippled... just saying!!!

$FN is falling down like there is no tomorrow and is now at levels from end of July 2025, or 15 months ago. Since then Revs and profits almost doubled. Revs expansion is coming with new facilities starting production in January. Trading ~2x Revenues and ~19x forward earnings... the cheapest and less risky (more diversified than others) from all ai players. I started to load the truck today and will finish the process tomorrow... In other words, it's gonna be a huge bounce and I will be buying and selling this golden egg.

$FN -40% in 8 trading sessions…on zero negative and massive amounts of positive news for capex spending. this is complete and utter fraud. when will these institutions be held accountable for their crimes

$FN happy with this being my biggest position got to average down a little bit yesterday at 293 average is 326 now very confident in this play

$FN literally down 35% in 7 trading sessions on no news…SEC, wake up please…do your jobs.

$FN it’s all about positioning now for the big run! If you see red on these last few days it doesn’t matter! This is the time to buy undervalued stock, especially one’s that have had brilliant earnings.

$FN reports earnings today after the close. I'm bullish heading into the report: FN has beaten EPS estimates in 8 of its last 8 reports, according to Stock Meadow.

$FN how will lumentum sale to marvel help us ? If it happens, I think it’s wildly popular shoring how much value is in optics

$FN I knew it. I called it. Been loading up for awhile. It’s still $100 points upside AT LEAST. That’s being super conservative.

$FN Think this will be fine long term but short term it has been falling nonstop after that dead cat bounce to $500. Insane. Slowly adding every big drop, not sure where the bottom is.

$FN It took 18 trading days to got from 375$ (last 2026 low) to over 500$ (just for a few minutes). In just 4 trading days these gains were all erased and the SP even printed a new 52w low... in just 4 days ~30% down... that's a collapse of the SP. On September 5th 2025 FN was also at these levels... 1 year of gains erased... Insane

$FN Just wrapped up listening to the Q1 call…absolute masterclass by Seamus and the team. Huge momentum from both new program wins and revisiting/expanding legacy programs. Loved the commentary on how past mega-mergers historically drove more business to $FN's factories. The $MRVL.X and $LITE tie-up is going to be fruitful for Fabrinet as they consolidate supply chains.

$FN I make a fair value $150 how about a fair value $15000 😂 sounds like you are somebody and the market will listen to you. Told you to short since $560 why you stuck ? 😂

$FN freaking 500 a few days ago now down to prices I thought were over . In record time. Machines drag it down since institutional selling is at a minimum

$FN I wish i sold all at 500. Sold some covered calls instead.... Bought back the shares i sold at 500 now....

$FN a long lead time was sold as visibility. seems like in a rout a long lead time is just more orders that can be pushed, and pushed optics revenue still has to meet payroll this quarter