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FNFN

Fabrinet

$FN·$17B·Hardware, Equipment & Parts·Technology
$470.00+2.1%YTD-1.0%1Y+54.7%
Mentions · last 7 days
2026-07-09: 12 posts2026-07-10: 8 posts2026-07-11: 8 posts2026-07-12: 2 posts2026-07-13: 11 posts2026-07-14: 7 posts2026-07-15: 8 posts58-7%
Price updated 2m ago·X counts updated 2d ago
FNFN
$FNFabrinet
$470.00+2.13%58 posts-7%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $FN, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeAcceleratingAI verdict · as of 2026-07-16

The move is getting stronger, with heavier trading behind it.

Fabrinet is up 61% over twelve months on 39% revenue growth with AI-optical infrastructure demand and MRVL 1T catalyst.

Fabrinet provides optical packaging and precision electro-mechanical manufacturing services to communications and industrial customers, $16.9B market cap, with Q4 fiscal 2026 earnings due 2026-08-17.

  • Q3 fiscal 2026 revenue was $1.21B, up 39.3% year-over-year with sequential growth of 7.2% — the fourth consecutive quarter of very strong growth as AI-optical infrastructure demand accelerates.
  • Q3 EPS $3.72 topped $3.56 consensus by 4.5% — fourth consecutive surprise (0.4% up to 4.5%) as operating leverage scales.
  • Gross margin 12.0%, operating margin 9.8%, trailing ROIC 16.5% — services-oriented economics with room for modest margin expansion.
  • Consensus models fiscal 2026 revenue $4.60B rising to $5.67B in fiscal 2027 and $6.84B in fiscal 2028, EPS $13.81 to $17.18 to $21.17.
  • A July 15 Seeking Alpha piece framed 'A Compelling AI Infrastructure Opportunity,' July 12 24/7 Wall St included FN in five optical-chip AI names, and July 3 called FN a key player in AI optical supply chain.
  • A June 26 Seeking Alpha described 'Capacity Build-Out Sets Up FY27 Acceleration.'
  • The stock is up 61% over twelve months but only 5% year-to-date, at 45% of the 52-week range and 20% below the 50-day.
  • Insider activity: none in the recent Form 4 window.

The setup is an optical-infrastructure operator with strong Q3 execution and pullback tape — August 17 tests fiscal 2027 guide.

Agrees with X sentimentX posters describe Fabrinet as a strong photonics-chain beneficiary with a second-highest close on the weekly and potential to break higher, a strong hammer candle setup followed by a nice thrust higher. MRVL 1T comments are pushing FN higher alongside COHR and LITE. That aligns with the 39% Q3 revenue growth, the July research-piece cluster on AI-optical infrastructure, and the compressed year-to-date positioning within a strong trailing-twelve-month trajectory.

What to watch: August 17 Q4 fiscal 2026 earnings — revenue growth versus the +39.3% Q3 pace, gross-margin trajectory versus the 12% base, capacity utilization commentary, fiscal 2027 revenue guide versus the $5.67B consensus, and any updated customer-mix or new AI-hyperscaler engagement disclosures. Marvell 1T optical transceiver commentary is a durable qualitative signal.

On the calendar: 2026-08-17 Q4 fiscal 2026 earnings; revenue growth and fiscal 2027 guide drive the print.

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-06-08

Fabrinet is being framed as a strong photonics-chain beneficiary: its second-highest close on the weekly with potential to break higher, a strong hammer candle setup followed by a nice thrust higher, and the MRVL 1T comments pushing FN higher alongside COHR/LITE. The bear voice is essentially absent.

Read the AI verdict + X sentiment for $FN

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Contract manufacturer providing precision optical and electronic assembly for telecom, datacenter, and medical device OEMs.

Industry overviewAI analysisGenerated by AI from underlying data

Where Hardware, Equipment & Parts sits in its cycle right now — and what that implies for $FN.

Hardware, Equipment & Parts · Technology

No material change from last week — structural AI data center buildout is intact but rotation from early YTD winners (SNDK +100%) compresses near-term premiums in the rack-to-server supply layer.

What this means for $FN

Partial — Contract manufacturer providing precision optical and electronic assembly for telecom, datacenter, and medical device OEMs; this segment overlaps with the AI data center networking and compute hardware buildout but is not the dominant revenue driver.

Top industry ETF

$SOXXiShares Semiconductor ETF
+71.9%YTD
+116.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
53.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
16.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
9.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
0.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
5.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
19.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
12.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 4, 2026$3.72$3.56+4.5%
Q4 2025Feb 2, 2026$3.36$3.26+3.1%
Q3 2025Nov 3, 2025$2.92$2.82+3.5%
Q2 2025Aug 18, 2025$2.65$2.64+0.4%
Next earningsMon, Aug 17·consensus EPS $3.83

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q3 FY26$1.2B+39.3%11.6%9.6%$3.49$-10.8M
Q2 FY26$1.1B+35.9%12.2%10.1%$3.15$-5.3M
Q1 FY26$978.1M+21.6%11.9%9.6%$2.68$57.3M
Q4 FY25$909.7M+20.8%12.2%9.8%$2.44$4.5M

Forward consensus

3-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$4.6B$4.4B – $4.6B$13.81$13.77 – $13.845
FY27$5.7B$5.4B – $5.9B$17.18$15.92 – $17.926
FY28$6.8B$6.8B – $6.9B$21.17$19.55 – $22.794

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.39%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-23.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-12.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 35.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.205-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 22Homa BahramiDirector2.5K sh$1.8MSellFeb 25Thomas F KellyDirector1.9K sh$1.2M
+ 1 other (1 gift) in window

See when $FN insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 9 other (4 13Gs · 2 10-Qs · 2 earnings 8-Ks · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Fabrinet: A Compelling AI Infrastructure Opportunityseekingalpha.com·2d agoThese 5 Optical Chip Stocks Are Cashing in on AI Data Center Bandwidth247wallst.com·5d ago3 Quiet AI Revenue Accelerators With Sales Growth Outpacing Peersmarketbeat.com·10d agoWhat Makes Fabrinet a Key Player in the AI Optical Supply Chain247wallst.com·14d agoFabrinet: Capacity Build-Out Sets Up FY27 Accelerationseekingalpha.com·21d ago

In themes

Explore the broader themes this ticker is being talked about under.

AI InfrastructureQuantum ComputingAdvanced Packaging & AI InterconnectAI Photonics & Co-Packaged Optics

More in Hardware, Equipment & Parts

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Voices on X · last 7 days

No standout posts about $FN on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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