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Osterweis Capital Management, an investment management firm, released its Q2 2026 investor update for its “Osterweis Opportunity Fund”. You can download a copy of the letter here. The fund returned 35.34% in the quarter, significantly outperforming the Russell 2000 Growth Index’s 25.71% gain. Robust corporate profits, AI investment, easing oil-shock concerns, strong labor markets, and […]

Fabrinet could benefit from surging AI and data center demand, with capacity expansion, margin gains, and a discounted valuation. Click for more details on FN.

This under-the-radar industrial technology stock boasts a Superscore of 88 from our Hidden Gems Primary database, part of The Motley Fool's Moneyball Database system. Here's why.

Fabrinet (FN) trades near $416, about 44% below the high it set in the past year. Its own results point the other way: fiscal 2026 ended in June with revenue up 36%, and management has guided the fiscal first quarter of 2027 to 43% growth at the midpoint. So how far can it fall once a real shock arrives.

Fabrinet rides on surging AI data-center demand, with strong DCI, HPC and transceiver growth supporting its push against optical rivals.

Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned 27.02% in the first half of 2026, outperforming the Russell 2000 Value Index’s 22.99% gain and the S&P 600 Index’s 23.90% return. Small-cap earnings […]

Fabrinet has delivered a very strong 311.7% share price gain over the past 5 years, yet current checks suggest the stock now sits close to its intrinsic value estimate while earnings based multiples still point to some undervaluation. The result is a mixed read on where value now lies for investors trying to weigh the recent run against today’s price. Over 5 years, Fabrinet has returned 311.7%, which puts extra focus on whether the current price still leaves enough potential reward for the...

On August 18, 2026, Fabrinet (NYSE:FN) shares fell 11% in premarket trading even after the data-center component supplier posted fiscal fourth-quarter adjusted earnings of $4.10 a share, up from $2.65 a year earlier and above Wall Street’s $3.81 estimate. Revenue grew by 45% to $1.32 billion. Why This Matters Fabrinet’s own CEO says there’s “no […]

Fabrinet guidance and recent earnings set the stage Fabrinet (FN) recently issued earnings guidance for the first fiscal quarter ending September 25, 2026, alongside reporting fourth quarter results. This gives investors fresh data points to reassess the stock after recent share price pressure. Fabrinet’s recent earnings beat and fresh revenue guidance have arrived after a sharp pullback, with the share price down 33.85% over 90 days and 3.78% over 30 days. However, the 1 year total...

The mean of analysts' price targets for Fabrinet (FN) points to a 64.1% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

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Fabrinet delivered record results and strong guidance, but concerns over Nvidia sales sent FN stock tumbling and may have created an opportunity.

Detailed price information for Nvidia Corp (NVDA-Q) from The Globe and Mail including charting and trades.

Fabrinet trounced earnings expectations, but hopes for an even bigger beat and other macroeconomic factors weighed on shares.

Fabrinet (NYSE:FN) executives said demand across data center interconnect, datacom, automotive and industrial markets remains strong, with the company expanding manufacturing capacity to support what Chairman and CEO Seamus Grady described as substantial multi-year growth opportunities. Speaking at

Detailed price information for Fabrinet (FN-N) from The Globe and Mail including charting and trades.

Fabrinet (NYSE:FN) delivered record fiscal fourth-quarter revenue of $1.316 billion, up 45% from a year earlier, and non-GAAP EPS of $4.10. Both topped consensus estimates of approximately $1.27 billion and $3.81, respectively. Fabrinet (NYSE:FN) then guided fiscal first-quarter revenue to $1.375 billion to $1.425 billion and non-GAAP EPS to $4.10 to $4.25, also above consensus. […]

Detailed price information for Fabrinet (FN-N) from The Globe and Mail including charting and trades.

Markets turned south again Wednesday as surging yields and geopolitical fears rattled investors, but Wall Street analysts spotted opportunity and danger in names like Baidu, Klarna, Honeywell Aerospace, and Dollar Tree that traders need to see before the open.

Detailed price information for Broadcom Ltd (AVGO-Q) from The Globe and Mail including charting and trades.

Fabrinet recently reported record fiscal fourth-quarter 2026 results, with revenue rising to US$1.32 billion and GAAP diluted EPS reaching US$3.83, and issued first-quarter 2027 guidance calling for US$1.38 billion–US$1.43 billion in revenue and US$3.39–US$3.54 in GAAP EPS. Management’s emphasis on surging data center interconnect demand, capacity expansion toward long-term multibillion-dollar revenue potential, and the free-cash-flow impact of heavy capital spending gives fresh context to...

Fabrinet just served up strong quarterly results. So why did the stock get crushed?

A record-breaking quarter from Fabrinet sent its stock tumbling 20% and dragged the entire AI optical complex down with it, raising a question now rippling through Marvell, Coherent, and Amphenol shareholders: is this a one-day shakeout or a crack in the AI buildout thesis?

FN's Q4 earnings and revenues beat estimates as data center sales surge 68%, with DCI topping a $1 billion annualized run rate.

Fabrinet stock has plunged by double-digits as valuation resets (forward P/E ~29x). Click for this post-earnings update of FN and see why I am upgrading it.

Fabrinet (FN) stock plunged 20% after Q4 results; BNP Paribas stays bullish with a $750 target, citing data center growth and capacity expansion.

Fabrinet sees data center demand, new transceiver ramp-up and added capacity supporting another strong growth year, with visibility into fiscal 2027 and beyond.

Fabrinet shares fell despite record Q4 FY2026 revenue and strong guidance, as heavy capital spending weighed on GAAP results while AI-driven demand and analyst ratings remained solid.

These are some of the stocks posting the largest moves in early trading.

Fabrinet (NYSE:FN) shares fell 8. 6% in pre-market trading on Tuesday as investors looked beyond stronger-than-expected fiscal fourth-quarter 2026 revenue and earnings and focused instead on weaker margins, negative free cash flow and a softer near-term profit outlook.

Fabrinet (FN) stock dips premarket despite Q4 EPS/revenue beat and strong fiscal Q1 guidance.

Stock futures dip as crude oil jumps on Hormuz blockade fears.