AI Component Focus: Social media chatter highlights Fabrinet's position supplying optical components critical for expanding AI data centers. Investors point to its contracts with leading tech manufacturers as a steady growth driver amid rising infrastructure needs.
Financial Execution: Recent posts note the firm's strong quarterly revenue and earnings figures alongside consistent share buybacks. Discussions frame it as a low-profile yet reliable operator in the optics sector.
Options Activity: Bullish bets appear in options flows even on softer trading days, with attention turning to upcoming earnings. Broader sector caution tempers some views, yet emphasis stays on operational resilience.
Note: This discussion summary was generated from an AI condensation of post data.
Fabrinet Insider Trading Activity
Fabrinet insiders have traded $FN stock on the open market 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $FN stock by insiders over the last 6 months:
- THOMAS F KELLY has made 0 purchases and 4 sales selling 1,850 shares for an estimated $1,154,131.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Fabrinet Revenue
Fabrinet had revenues of $1.2B in Q3 2026.
You can track FN financials on Quiver Quantitative's FN stock page.
You can access data on FN stock through the Quiver Quantitative API.
Fabrinet Congressional Stock Trading
Members of Congress have traded $FN stock 4 times in the past 6 months. Of those trades, 4 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $FN stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 2 purchases worth up to $65,000 on 05/04, 03/27 and 0 sales.
- REPRESENTATIVE JOSH GOTTHEIMER has traded it 2 times. They made 2 purchases worth up to $30,000 on 05/01, 03/24 and 0 sales.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
Fabrinet Hedge Fund Activity
We have seen 361 institutional investors add shares of Fabrinet stock to their portfolio, and 283 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 419,081 shares (+64.8%) to their portfolio in Q4 2025, for an estimated $190,799,197
- CAPITAL RESEARCH GLOBAL INVESTORS removed 369,101 shares (-51.9%) from their portfolio in Q1 2026, for an estimated $192,493,553
- AMERICAN CENTURY COMPANIES INC added 314,816 shares (+179.9%) to their portfolio in Q1 2026, for an estimated $164,182,840
- HAWK RIDGE CAPITAL MANAGEMENT LP removed 276,395 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $125,837,115
- FRANKLIN RESOURCES INC added 228,735 shares (+137.0%) to their portfolio in Q1 2026, for an estimated $119,289,877
- DURABLE CAPITAL PARTNERS LP added 216,472 shares (+inf%) to their portfolio in Q1 2026, for an estimated $112,894,477
- PRICE T ROWE ASSOCIATES INC /MD/ removed 198,407 shares (-4.9%) from their portfolio in Q1 2026, for an estimated $103,473,218
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Fabrinet Analyst Ratings
Wall Street analysts have issued reports on $FN in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Rosenblatt issued a "Buy" rating on 02/03/2026
- Needham issued a "Buy" rating on 02/03/2026
To track analyst ratings and price targets for Fabrinet, check out Quiver Quantitative's $FN forecast page.
Fabrinet Price Targets
Multiple analysts have issued price targets for $FN recently. We have seen 6 analysts offer price targets for $FN in the last 6 months, with a median target of $691.0.
Here are some recent targets:
- Tim Long from Barclays set a target price of $702.0 on 05/06/2026
- Ryan Koontz from Needham set a target price of $800.0 on 05/05/2026
- Mike Genovese from Rosenblatt set a target price of $750.0 on 05/05/2026
- Samik Chatterjee from JP Morgan set a target price of $680.0 on 05/05/2026
- Dave Kang from B. Riley Securities set a target price of $452.0 on 02/03/2026
- Christopher Rolland from Susquehanna set a target price of $570.0 on 01/22/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
