Fabrinet (FN) | Rumor.io

Fabrinet

Attention (50-day avg)0.07%

Attention rank (50-day avg)#138

Bullish sentiment (50-day avg)47%

Price to earnings ratio32.1

Market capitalization14.7B

Earnings per share13

Dividend yield (TTM)—

Revenue (annual)4.6B

Net income (annual)473M

Social

What share of all stock conversation is about FN?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0.01% 0	0.01% -0.09	0.02% +0.01

Sep 17

Fabrinet ($FN) stock has dropped 44% from its May high, despite its high-performance computing revenue jumping to $85.6 million in a single quarter.
The company's role in AI data-center networking, its ties with AWS and Nvidia, and an Amazon warrant deal that signals hyperscalers sourcing optics directly, are key factors in its breakdown.
Fabrinet's valuation is considered cheap compared to other AI plays, with enormous growth potential and a chopped-off hype, making it a cheap and potentially lucrative investment opportunity.

Generated by AI

Sentiment

Of the messages about FN that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	43.66% -23.42	77.56% +29.22	93.7% +5.93
Bearish	—	56.34% +23.42	22.44% -29.22	6.3% -5.93

Bullish· Aug 19

Fabrinet ($FN) has been upgraded to Outperform from Equal-Weight by Fox Advisors, indicating a positive outlook on the company's performance.
Despite some investors selling at $207.3, many others believe the stock is a good buy at its current price, with some even adding more shares to their position.
The stock is expected to bounce back, with some analysts predicting a rebound at $450, and others suggesting that investors should "catch a falling knife" by adding more shares at lower prices.

Bearish· Aug 21

$FN is experiencing a significant drop after strong earnings, with some investors questioning the stock's fundamentals.
The stock's price has been affected by its high negative cash flow, which is a major concern for investors.
$FN is showing signs of a potential further drop, with some investors expecting a decline to around $410.

Generated by AI

Topics

Of the messages about FN that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	49.8%	22.74%	8.37%
Macro	—	33.88%	42.34%	44.05%
Analysts	—	1.22%	16.35%	25.51%
Technical Analysis	—	14.69%	6.8%	0.33%
Earnings	—	0.41%	11.78%	21.72%
Controversies	—	0%	0%	0.01%

Earnings· Aug 17

Fabrinet's Q4 earnings beat expectations, with EPS at $4.10 vs $3.82 est and sales at $1.316B vs $1.275B est, representing a 45% YoY increase.
The company raised Q1 adjusted EPS guidance to $4.10-$4.25, beating the average analyst estimate, and increased Q1 sales guidance to $1.375B-$1.425B.
Despite the strong earnings report, Fabrinet's stock price dropped by -5% after hours, with some analysts anticipating a move of up to 10% in the share price after the results were released.

Analysts· Aug 18

Needham & Company LLC raised Fabrinet's target price to $85.00 from $81.00 and maintains a Buy rating.
Northland Securities downgraded Fabrinet to Market Perform from Buy and set a price target of $70.00.
JPMorgan Chase & Co. raised Fabrinet's target price to $80.00 and maintains a Neutral rating.

Announcements· Feb 2

Fabrinet reported Q2 FY26 results, beating guidance with revenue of $1.13B and non-GAAP EPS of $3.36, driven by multiple large strategic programs and strong execution.
The company provided guidance for Q3 FY26, expecting revenue to be between $1.15B and $1.20B, with non-GAAP diluted EPS projected to range from $3.45 to $3.60.
Fabrinet's Q2 FY26 results saw a 36% YoY increase in revenue, with net income of $112.62M and record quarterly revenue, exceeding guidance and analyst estimates.

Macro· May 11

Fabrinet's 12% gross margins at $700 a share may not justify its valuation.
Optical networking companies like Coherent, Lumentum, and Ciena have seen 200-400% gains in 12 months, with multiples not justified by gross margins.
Amkor's price increase from $30 to $70 in a few weeks was accompanied by insiders selling nearly a billion dollars of stock.

Generated by AI

Community

Of the messages about FN, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	57.14%	14.31%	26.11%	25%
Newcomers	42.86%	85.69%	73.89%	75%

Regulars· Aug 18

The company reported Q4 revenue of $1.316B, a 45% YoY increase, and adjusted EPS of $4.10, beating expectations.
Data Center revenue reached $669M, a 68% YoY increase, and now accounts for 51% of Fabrinet's revenue, with annualized revenue exceeding $1B.
Analysts raised Fabrinet's price target to $739 and $695 at Barclays and JPMorgan, respectively, citing solid quarterly performance and accelerating revenue growth outlook.

Newcomers· Sep 1

The newcomer investors are focusing on the recent drop in Fabrinet's stock price, with some expressing interest in buying calls despite the decline.
The company's Q4 earnings beat is being highlighted, with optical communications revenue at record highs due to AI data-center interconnect demand.
The total share repurchase authorization of $534.3 million is being mentioned, with some speculating that Fabrinet may be looking to buy back shares at a lower price.

Generated by AI

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 […]

6d agoYahoo Finance

Fabrinet: A Strong AI Infrastructure Play With Improving Valuation (NYSE:FN)

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.

10d agoSeeking Alpha

Fabrinet Stock: AI Growth Is Just Getting Started (NYSE:FN)

10d agoSeeking Alpha

Fabrinet's 2026 Outlook: Capital Expansion Powers Surging AI Hardware Demand | The Motley Fool

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.

11d agoThe Motley Fool

Fabrinet (FN) Down 22.3% Since Last Earnings Report: Can It Rebound?

13d agoYahoo Finance

Corning Tumbles 12% on $2B At-the-Market Equity Offering; Coherent Sinks 11%, Lumentum Drops 9%, Fabrinet Slides 6%

15d agoYahoo Finance

Also Discussed

Investors talking about FN also mention

#	Name	Attention
1	Lumentum Holdings Inc.LITE	0%-0.06
2	Ciena CorpCIEN	0.01%-0.05
3	MACOM Technology Solutions Holdings, Inc.MTSI	0%-0.05
4	Credo Technology Group Holding Ltd Ordinary SharesCRDO	0.09%-0.1
5	Keysight Technologies, Inc.KEYS	0%0
6	Medpace Holdings, Inc.MEDP	0%+0
7	CSCI - COSCIENS Biopharma Inc.	——
8	Zai Lab Limited ADRZLAB	0%0
9	Kingsoft Cloud Holdings Ltd. ADRKC	0%0
10	Atour Lifestyle Holdings Limited Sponsored ADRATAT	0%new

Fabrinet

Technology
Electronic Components

Fabrinet is a global provider of advanced optical packaging and precision optical, electro-mechanical, and electronic manufacturing services for original equipment manufacturers of complex products. The company focuses on high-mix, often lower-volume production of mission-critical components and modules, supporting customers that require sophisticated precision manufacturing rather than commodity assembly. Its capabilities span the full manufacturing lifecycle, including process design and engineering, supply chain management, complex printed circuit board assembly, advanced optical and electro-mechanical packaging, system integration, final assembly, and testing. Fabrinet serves key industrial and technology markets such as telecom and datacom optical communications, automotive components including EV charging and sensing systems, industrial lasers, medical devices, and various sensing and instrumentation applications. With manufacturing operations concentrated in Thailand and additional facilities in regions including North America, Asia-Pacific, and Europe, the company plays a significant role as an outsourced manufacturing partner to leading OEMs that leverage its precision, scale, and cost-efficient geographic footprint. Fabrinet is headquartered in George Town, Cayman Islands.

Website

Location

190 Elgin Avenue

George Town, KY1-9008

Cayman Islands

Social

What share of all stock conversation is about FN?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0.01% 0	0.01% -0.09	0.02% +0.01

Sep 17

Fabrinet ($FN) stock has dropped 44% from its May high, despite its high-performance computing revenue jumping to $85.6 million in a single quarter.
The company's role in AI data-center networking, its ties with AWS and Nvidia, and an Amazon warrant deal that signals hyperscalers sourcing optics directly, are key factors in its breakdown.
Fabrinet's valuation is considered cheap compared to other AI plays, with enormous growth potential and a chopped-off hype, making it a cheap and potentially lucrative investment opportunity.

Generated by AI

Sentiment

Of the messages about FN that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	43.66% -23.42	77.56% +29.22	93.7% +5.93
Bearish	—	56.34% +23.42	22.44% -29.22	6.3% -5.93

Bullish· Aug 19

Fabrinet ($FN) has been upgraded to Outperform from Equal-Weight by Fox Advisors, indicating a positive outlook on the company's performance.
Despite some investors selling at $207.3, many others believe the stock is a good buy at its current price, with some even adding more shares to their position.
The stock is expected to bounce back, with some analysts predicting a rebound at $450, and others suggesting that investors should "catch a falling knife" by adding more shares at lower prices.

Bearish· Aug 21

$FN is experiencing a significant drop after strong earnings, with some investors questioning the stock's fundamentals.
The stock's price has been affected by its high negative cash flow, which is a major concern for investors.
$FN is showing signs of a potential further drop, with some investors expecting a decline to around $410.

Generated by AI

Topics

Of the messages about FN that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	49.8%	22.74%	8.37%
Macro	—	33.88%	42.34%	44.05%
Analysts	—	1.22%	16.35%	25.51%
Technical Analysis	—	14.69%	6.8%	0.33%
Earnings	—	0.41%	11.78%	21.72%
Controversies	—	0%	0%	0.01%

Earnings· Aug 17

Fabrinet's Q4 earnings beat expectations, with EPS at $4.10 vs $3.82 est and sales at $1.316B vs $1.275B est, representing a 45% YoY increase.
The company raised Q1 adjusted EPS guidance to $4.10-$4.25, beating the average analyst estimate, and increased Q1 sales guidance to $1.375B-$1.425B.
Despite the strong earnings report, Fabrinet's stock price dropped by -5% after hours, with some analysts anticipating a move of up to 10% in the share price after the results were released.

Analysts· Aug 18

Needham & Company LLC raised Fabrinet's target price to $85.00 from $81.00 and maintains a Buy rating.
Northland Securities downgraded Fabrinet to Market Perform from Buy and set a price target of $70.00.
JPMorgan Chase & Co. raised Fabrinet's target price to $80.00 and maintains a Neutral rating.

Announcements· Feb 2

Fabrinet reported Q2 FY26 results, beating guidance with revenue of $1.13B and non-GAAP EPS of $3.36, driven by multiple large strategic programs and strong execution.
The company provided guidance for Q3 FY26, expecting revenue to be between $1.15B and $1.20B, with non-GAAP diluted EPS projected to range from $3.45 to $3.60.
Fabrinet's Q2 FY26 results saw a 36% YoY increase in revenue, with net income of $112.62M and record quarterly revenue, exceeding guidance and analyst estimates.

Macro· May 11

Fabrinet's 12% gross margins at $700 a share may not justify its valuation.
Optical networking companies like Coherent, Lumentum, and Ciena have seen 200-400% gains in 12 months, with multiples not justified by gross margins.
Amkor's price increase from $30 to $70 in a few weeks was accompanied by insiders selling nearly a billion dollars of stock.

Generated by AI

Community

Of the messages about FN, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	57.14%	14.31%	26.11%	25%
Newcomers	42.86%	85.69%	73.89%	75%

Regulars· Aug 18

The company reported Q4 revenue of $1.316B, a 45% YoY increase, and adjusted EPS of $4.10, beating expectations.
Data Center revenue reached $669M, a 68% YoY increase, and now accounts for 51% of Fabrinet's revenue, with annualized revenue exceeding $1B.
Analysts raised Fabrinet's price target to $739 and $695 at Barclays and JPMorgan, respectively, citing solid quarterly performance and accelerating revenue growth outlook.

Newcomers· Sep 1

The newcomer investors are focusing on the recent drop in Fabrinet's stock price, with some expressing interest in buying calls despite the decline.
The company's Q4 earnings beat is being highlighted, with optical communications revenue at record highs due to AI data-center interconnect demand.
The total share repurchase authorization of $534.3 million is being mentioned, with some speculating that Fabrinet may be looking to buy back shares at a lower price.

Generated by AI

Fabrinet

Social

Sep 17

Bullish· Aug 19

Bearish· Aug 21

Earnings· Aug 17

Analysts· Aug 18

Announcements· Feb 2

Macro· May 11

Regulars· Aug 18

Newcomers· Sep 1

Supply Constraints Weighed on Fabrinet (FN)

Fabrinet: A Strong AI Infrastructure Play With Improving Valuation (NYSE:FN)

Fabrinet Stock: AI Growth Is Just Getting Started (NYSE:FN)

Fabrinet's 2026 Outlook: Capital Expansion Powers Surging AI Hardware Demand | The Motley Fool

Fabrinet (FN) Down 22.3% Since Last Earnings Report: Can It Rebound?

Corning Tumbles 12% on $2B At-the-Market Equity Offering; Coherent Sinks 11%, Lumentum Drops 9%, Fabrinet Slides 6%

Also Discussed

Fabrinet

Company Information

Location

Supply Constraints Weighed on Fabrinet (FN)

Fabrinet: A Strong AI Infrastructure Play With Improving Valuation (NYSE:FN)

Fabrinet Stock: AI Growth Is Just Getting Started (NYSE:FN)

Fabrinet's 2026 Outlook: Capital Expansion Powers Surging AI Hardware Demand | The Motley Fool

Fabrinet (FN) Down 22.3% Since Last Earnings Report: Can It Rebound?

Corning Tumbles 12% on $2B At-the-Market Equity Offering; Coherent Sinks 11%, Lumentum Drops 9%, Fabrinet Slides 6%

Also Discussed

Social

Sep 17

Bullish· Aug 19

Bearish· Aug 21

Earnings· Aug 17

Analysts· Aug 18

Announcements· Feb 2

Macro· May 11

Regulars· Aug 18

Newcomers· Sep 1