AI optics revenue surges: Social media discussions spotlight Fabrinet's Q2 fiscal 2026 optical communications revenue climbing 29% year-over-year to around $833 million, fueled by high-performance computing programs. Participants highlight management guidance projecting these programs to exceed $150 million per quarter soon. The results underscore Fabrinet's deepening role in AI data center interconnects.
Shares hit new highs: Traders celebrate relative strength reaching weekly peaks, paving the way for continued advances amid AI infrastructure bottlenecks. The stock has rallied nearly 190% over the past year, drawing comparisons to breakout performers in photonics. Conversations portray it as an under-the-radar leader pushing all-time highs.
Capacity expansion excites: Users focus on debt-free investments in facilities like Building 10 and Pinehurst, expanding to over 2 million square feet for next-gen optics. Ties to AWS-linked HPC ramps and silicon photonics partnerships bolster the outlook. Overall sentiment conveys robust enthusiasm for AI-driven momentum.
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 20 times in the past 6 months. Of those trades, 0 have been purchases and 20 have been sales.
Here’s a breakdown of recent trading of $FN stock by insiders over the last 6 months:
- SEAMUS GRADY (Chief Executive Officer) has made 0 purchases and 4 sales selling 22,451 shares for an estimated $10,034,497.
- PRABIR ADARKAR (PRESIDENT AND COO) has made 0 purchases and 8 sales selling 24,968 shares for an estimated $6,799,264.
- THOMAS F KELLY has made 0 purchases and 5 sales selling 4,050 shares for an estimated $2,175,243.
- HOMA BAHRAMI sold 3,500 shares for an estimated $1,588,114
- DARLENE S. KNIGHT has made 0 purchases and 2 sales selling 1,000 shares for an estimated $477,056.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Fabrinet Revenue
Fabrinet had revenues of $1.1B in Q2 2026.
You can track FN financials on Quiver Quantitative's FN stock page.
Fabrinet Congressional Stock Trading
Members of Congress have traded $FN stock 5 times in the past 6 months. Of those trades, 3 have been purchases and 2 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. purchased up to $50,000 on 03/27.
- REPRESENTATIVE JOSH GOTTHEIMER purchased up to $15,000 on 03/24.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 10/30 and 2 sales worth up to $30,000 on 10/31, 10/30.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Fabrinet Hedge Fund Activity
We have seen 292 institutional investors add shares of Fabrinet stock to their portfolio, and 242 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PRICE T ROWE ASSOCIATES INC /MD/ added 2,504,841 shares (+163.0%) to their portfolio in Q4 2025, for an estimated $1,140,404,010
- WASATCH ADVISORS LP removed 617,728 shares (-42.9%) from their portfolio in Q4 2025, for an estimated $281,239,203
- POINT72 ASSET MANAGEMENT, L.P. removed 465,312 shares (-59.6%) from their portfolio in Q4 2025, for an estimated $211,847,247
- CITADEL ADVISORS LLC removed 432,283 shares (-71.0%) from their portfolio in Q4 2025, for an estimated $196,809,804
- JPMORGAN CHASE & CO added 419,081 shares (+64.8%) to their portfolio in Q4 2025, for an estimated $190,799,197
- CAPITAL INTERNATIONAL INVESTORS removed 337,584 shares (-52.9%) from their portfolio in Q4 2025, for an estimated $153,695,243
- CAPITAL RESEARCH GLOBAL INVESTORS removed 297,162 shares (-29.5%) from their portfolio in Q4 2025, for an estimated $135,291,915
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
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 $544.0.
Here are some recent targets:
- Mike Genovese from Rosenblatt set a target price of $550.0 on 02/03/2026
- Ryan Koontz from Needham set a target price of $540.0 on 02/03/2026
- Tim Long from Barclays set a target price of $548.0 on 02/03/2026
- 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
- Samik Chatterjee from JP Morgan set a target price of $530.0 on 11/04/2025
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.
