Target
— → $527.91
Current stock research snapshot · 8/28/26 Fresh
FNFabrinet
Investment conviction○○○○○0 of 5 · current snapshot
Research target$527.91Current stock price target
Investment thesis statusNEEDS_MORE_DATALast reviewed 8/28/26
Market cap$15.51BSnapshot value · 8/28/26
Research history
See all FN changes ↗What changed
Last reviewed
Not reviewed → 8/28/26
Coverage
— → Added to coverage
Fabrinet - optical transceiver EMS (800G/1.6T optics supply chain; pump lasers, InP substrates).
Next catalyst is Q1 FY2027 print (fiscal Q4 FY2026 reported 2026-08-17: $1.316B rev +45% YoY; FY2026 $4.64B +36%; DCI run-rate >$1B; capacity plan $12.5-14B). Watch 800G→1.6T merchant-transceiver second-customer production (management: Dec quarter) and NPO vs CPO mix. Parked pending panel.
needs primary source validation — pending deep-dive research. Placeholder: (1) thesis chain breaks on primary-source evidence, (2) named revenue/customer concentration risk, (3) margin compression or competitive displacement
needs primary source validation — no X/Reddit signal yet
Snapshot · 8/28/26🟢 Lean-Bull · 13F 12+/12-×0.5 · short↓0.18
Snapshot · 8/28/26