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FNFN

Fabrinet

$FN·$17B·Hardware, Equipment & Parts·Technology
$363.51-5.6%YTD-7.9%1Y-11.9%
Price updated 6h ago·X counts updated 5d ago
FNFN
$FNFabrinet
$363.51-5.63%122 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $FN on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

122X posts · last 7 days
Sep 29Oct 11
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $FN's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bearish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-08-28

Fabrinet posts lean bearish following the photonics-weekend brief showing FN -23.4% among the sector's largest decliners, and a chart-request post advising waiting for a bounce and higher-low confirmation before re-engaging. One post flags a $1.6M Sept 400 call buy, but overall tone is trading-into-support rather than bullish.

Read what X is saying about $FN

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $FN — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersSelling offAI verdict · as of 2026-10-02

Falling on heavy selling — points lower unless it turns around.

Fabrinet at 24% of 52-week range — 39% revenue growth, 10% operating margin, data-center demand working but chart is -23%.

Fabrinet is a contract manufacturer specializing in optical packaging and precision electro-mechanical/electronic manufacturing — AI data-center customers (Nvidia-related optical components), telecom, and other markets. The stock is down 3% YTD, consolidating below the 200-day MA.

  • The P&L is actually accelerating: revenue grew 39.3% YoY to $1.21B last quarter at a 9.8% operating margin and 12% gross margin — the growth is tangible, but the gross-margin profile is contract-manufacturer thin.
  • The data-center-demand narrative is specific: FN is positioned as a pure-play optical-packaging beneficiary of hyperscaler AI buildout; the September photonics-weekend brief showing FN -23.4% is a cohort-wide reset.
  • Officer Archer's $965K sale at $385.91 is a modest trim; the $1.6M Sept $400 call buy is the near-term speculative counter.

Breaking-down holds unless Nov 2 earnings confirm revenue growth above 35% YoY and operating margin stays above 10%. A soft revenue print, or any specific commentary on hyperscaler customer-concentration risk, is what seals the de-rating; a FY27 revenue guide above $5B plus specific optical-packaging capacity-expansion is what breaks the tape higher.

Agrees with X sentimentThe X bearish framing on FN -23.4% photonics-weekend brief and the trading-into-support rather than bullish setup, offset by the $1.6M Sept $400 call buy, accurately captures the breaking-down tape with specific speculative counter.

What to watch: Nov 2 earnings — revenue growth above 35% YoY, operating margin above 10%, data-center-attributable revenue mix, FY27 revenue guide. A soft revenue print or customer-concentration-risk commentary is what seals the breaking-down.

On the calendar: 2026-11-02 — Q1 FY27 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — AI data-center optical interconnect demand sustains order momentum.

What this means for $FN

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

Top industry ETF

$SOXXiShares Semiconductor ETF
+83.9%YTD
+70.7%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
Q2 2026Aug 17, 2026$4.10$3.81+7.6%
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%
Next earningsMon, Nov 2·consensus EPS $4.19

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

8-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$4.6B$4.6B – $4.6B$13.84$13.79 – $13.875
FY26$4.6B$4.6B – $4.6B$13.81$13.76 – $13.845
FY27$6.1B$5.8B – $6.4B$18.20$17.48 – $18.835
FY27$5.7B$5.4B – $5.9B$17.23$15.99 – $17.996
FY28$7.3B$6.6B – $8.0B$21.73$19.55 – $23.895
FY28$6.9B$6.3B – $7.2B$21.37$19.95 – $22.784
FY29$9.4B$8.8B – $10.1B$29.28$27.07 – $32.682
FY29$8.4B$8.1B – $8.7B$27.09$25.67 – $28.261

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.1.2×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.0%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.-17.8%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.-31.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 35.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.9% 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.β1.225-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

SellSep 3Edward T. ArcherEVP, Sales & Marketing2.5K sh$965KSellMay 22Homa BahramiDirector2.5K sh$1.8M
+ 24 other (16 inkinds · 8 awards) 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.

Recent material filings

8-KMaterial agreementAug 178-K — Item 1.01: Material agreement · Item 2.02: Earnings release · Item 2.03: Material debt obligation · Item 5.02: Officer or director change
AI summary

Fabrinet (FN), a Cayman Islands-incorporated optical and electronics manufacturer, filed an 8-K under Items 1.01, 2.02, 2.03, 5.02, and 9.01, disclosing a material definitive agreement, Q4 earnings results, a new debt obligation, and an executive officer change, all effective August 11, 2026. The breadth of items suggests this was a simultaneous earnings-and-financing event. No specific terms were available in the excerpt.

+ 9 other (5 13Gs · 1 10-K · 1 SD · 1 10-Q) in window

Recent news

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

Coherent Has Massively Diappointed Investors for 6 Months: A Respected Analyst Predicts It Will Double Moving Forward247wallst.com·2d agoFabrinet: The AI Infrastructure Opportunity Is Bigger Than Valuation Suggestsseekingalpha.com·7d agoLumentum, Coherent Stocks Jump After CEO Warns AI Components Sold Out Through 2029gurufocus.com·8d agoHead-To-Head Contrast: ScanSource (NASDAQ:SCSC) & Fabrinet (NYSE:FN)defenseworld.net·15d agoFabrinet Drops 13% YTD: Should You Buy the Stock at the Dip?zacks.com·22d ago

In themes

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

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

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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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