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 $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.

$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 i get weve had an amazing run this past 2 weeks, but todays price action is insane….im sure there was some profit taking, but come on…

$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 $SIMO two under appreciated high flying stocks that are cheap af, no need to look anywhere else for both growth and value

$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 $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 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 is F'n on Fire. Thanks for the tip on this one FN Nation. Follow/Subscribe for more suggestions and perspective. Would love to hear yours too. That's how we find these gems (like y'all helped me find $FN) and learn. Let's make some (more) money. Cheers!

$FN couldnt help adding 10 more today even though its running strong. Feels good here at moment.

$FN Sub $400 was such a steal. Going to trim some more since $500 was my target but I will hold some with covered $600 covered calls.

$FN fcked off early — all out now , 6% gain on size. Solid $ gain but could’ve been a much better trade had I pressed that gas in the 400s instead of the 420s

$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 At time of writing COHR 9%- LITE 6.1%- GLW 7.3- FN ONLY down 2.9% Wait till the good news comes

$FN My alpha this year has been having conviction on names that are down but not out. Seems to be where the edge is.