Fabrinet provides optical packaging and precision optical, electro-mechanical, and electronic manufacturing services in North America, the Asia-Pacific, and Europe. The company offers a range of advanced optical and electro-mechanical capabilities in the manufacturing process, including process design and engineering, supply chain management, manufacturing, printed circuit board assembly, packaging, integration, final assembly, and testing. Its products include switching products, including reconfigurable optical add-drop multiplexers, optical amplifiers, modulators, and other optical…
Jevons Paradox Is Not a Business Model: We Might Be Building Too Much Compute and Four Other Reasons Why the AI CAPEX Cycle Could Come Crashing Down https://t.co/EFTszhT3kH $ALAB $APLD $BE $CAT $CLS $CRWV $ETN $FN $GEV $HUT $LITE $MOD $NBIS $NVT $ORCL $POWL $STRL $TLN $VRT
Complete Semi Supply Chain Watchlist: Testing, Packaging & Inspection - $FORM $AMKR $ASX $COHU $AEHR $KLIC $CAMT $NVMI Chips, ASICs & Foundry - $NVDA $AMD $AVGO $ARM $INTC $TSM $GFS $TSEM Optics & Photonics - $LITE $COHR $GLW $VIAV $AAOI $FN AI Compute & Cloud Infrastructure
The strength in these photonics names have genuinely been amazing. $LITE and $AAOI flying. $COHR and $FN also flying after both reported great quarters, got sold on margin nitpicks, and are now taking the whole move back. $CRDO did the same a month ago, from under $150 to over
$COHR +9.7% $LITE +6% $AAOI +5.4% $FN +4.6% $CIEN _4.3% $VIAV +3.5% $GLW +2.7% $AXTI +5.9% https://t.co/cgeRQREeV3 https://t.co/GXDdAixzpb
9 analysts rate FN Buy on consensus.
Consensus price target: $687.78 (+118.38% upside from $314.94)
| Insider | Date | Transaction | Shares | Value |
|---|---|---|---|---|
| Archer Edward T. EVP, Sales & Marketing | Sep 3, 2026 | Sale | 1,080 | $417.24K |
| Archer Edward T. EVP, Sales & Marketing | Sep 3, 2026 | Sale | 1,420 | $547.52K |
| Bahrami Homa director | May 22, 2026 | Sale | 2,500 | $1.78M |
| KELLY THOMAS F director | Feb 25, 2026 | Sale | 770 | $479.3K |
| KELLY THOMAS F director | Feb 25, 2026 | Sale | 350 | $218.93K |
| Fiscal year | Revenue | Revenue YoY | Net income |
|---|---|---|---|
| 2026 | $4.64B | +35.73% | $473.03M |
| 2025 | $3.42B | 0% | $332.53M |
| 2025 | $3.42B | +18.6% | $332.53M |
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