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 literally $200 below lowest anaylyst rating and $375 below mean analyst rating. forward p/e and RSI dropping like bricks, and the system has no issue with an over 100% institutional ownership??? am i the crazy one or is this completely insane?

$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 literally down 35% in 7 trading sessions on no news…SEC, wake up please…do your jobs.

$FN short term RSI now approaching 20….all you can do is bend over and take it at this point….completely criminal. when will this stop

$FN freaking 500 a few days ago now down to prices I thought were over . In record time. Machines drag it down since institutional selling is at a minimum

$FN It took 18 trading days to got from 375$ (last 2026 low) to over 500$ (just for a few minutes). In just 4 trading days these gains were all erased and the SP even printed a new 52w low... in just 4 days ~30% down... that's a collapse of the SP. On September 5th 2025 FN was also at these levels... 1 year of gains erased... Insane

$FN they dumped at 650 you held the bag they dumped at 550 you held the bag they dumped at 500 you held the bag. Now you ask why ? Value play ? 😂 Keep holding the bag.

$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 donr have a postion, but this is one of the most solid companies out there. Brutal . Market manipulation at its finest

$FN I wish i sold all at 500. Sold some covered calls instead.... Bought back the shares i sold at 500 now....

$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 i am holding this shit at avg of 578 with 11 shares. Shall i sell it now or hold it till next earnings? Any advice please

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