FN stock sentiment todayFabrinet
Sentiment verdict
Gossip first, financials second — HOT at 85% confidence.
Last updated · cached analysis, refreshes periodically
FN
FabrinetThe ultimate 'picks and shovels' play for AI networking, riding the Blackwell transition and 800G optical transceiver wave.
Pick a name and you can add your own 1-, 3- and 6-month price calls — no account needed. The needle above shows where the crowd sits. Calls lock 48 hours after you make them, so every scorecard stays honest.
You'll show up on boards and The Floor under this name. Add an email later to keep your history.
No account needed. You can add an email later to keep your calls.
Already have an account? Sign in
See exactly how analyst targets, gossip sentiment and momentum are weighted into this 6-month forecast.
Sign in to go Pro →Full model breakdown (analyst / gossip / momentum weights) is a Pro feature. Modelled for FN. Not financial advice.
Price · last 12 months
Gossip
Market chatter is heavily focused on Fabrinet's role as the primary manufacturing partner for NVIDIA's high-speed optical interconnects. Investors are betting on the massive ramp-up of 800G and 1.6T transceivers required for next-gen AI clusters.
- ·NVIDIA partnership dominance
- ·Transition from 400G to 800G optical modules
- ·Potential move into Silicon Photonics assembly
- ·Supply chain shift toward Thailand-based manufacturing
Financial
Exceptional operational efficiency with a clean balance sheet characterized by zero debt and high cash reserves. Growth is currently decoupled from the broader telecom slump due to explosive Datacom (AI) revenue.
- ·Forward P/E ~32x (premium but justified by AI exposure)
- ·Gross Margins stable around 12-13% despite high-mix manufacturing
- ·Datacom revenue growing double-digits YoY
- ·Zero long-term debt
Conviction
Whose money is actually in the stock — insider open-market trades and the patience of the institutional holder base.
Hollow hype — the story is loud but nobody with skin in the game is buying.
- ·Insiders sold a net $965K on the open market in the last 120 days.
Pro shows every named insider trade in the window (buyer, title, size, price, and whether it was a pre-scheduled 10b5-1 sale) plus the full holder register split into patient capital and fast money.
Unlock with Pro →Source: SEC EDGAR Form 4 + 13F holder register. Option exercises, grants, gifts and tax withholding are excluded — only open-market purchases and sales count. Not financial advice.
Risks
- ·Extreme revenue concentration (top 2 customers represent >50% of sales)
- ·Cyclicality in the traditional telecom sector
- ·Execution risk in ramping 1.6T production capacity
Peer temperature
How direct competitors stack up against FN right now.
- NEUTRALJABLJabil Inc.
COLDER — lacks the high-margin specialized optical focus of FN, trading at lower multiples due to broader, slower-growth industrial exposure.
See full analysis → - COLDSANMSanmina Corporation
COLDER — significantly lower growth profile and lacks the direct 'proxy' status to NVIDIA's AI networking spend.
See full analysis → - HOTCOHRCoherent Corp.
WARMER — a direct competitor in transceivers with a higher risk/reward profile following a CEO transition and aggressive restructuring for AI.
See full analysis →
- FN-22.9%
- JABL—
- SANM-23.0%
- COHR-26.9%
Analyst price target
Consensus average of 7 analysts · median 695.00
Source: StockAnalysis.com · updated 2026-10-30
AI-generated analysis for informational purposes only. Not financial advice.