Gaetano(@Gaetano2026):I have found $FN quite attractive at these levels and higher since that post earnings drop I have personally been slowly DCA shares for the long term over the past couple weeks (multi Q mindset) It lacks momentum and is one of the weaker optical companies right now. So I do not have high hopes for a good swing trade. Maybe it can see ~$360 if we have another optical/semi selloff But if I am thinking from a downside protected standpoint for my long term investments, FN is definitely up there relative to many other optical companies at this price NFA

Gaetano@Gaetano2026

2026.09.17 18:53

I have found $FN quite attractive at these levels and higher since that post earnings drop I have personally been slowly DCA shares for the long term over the past couple weeks (multi Q mindset) It lacks momentum and is one of the weaker optical companies right now. So I do not have high hopes for a good swing trade. Maybe it can see ~$360 if we have another optical/semi selloff But if I am thinking from a downside protected standpoint for my long term investments, FN is definitely up there relative to many other optical companies at this price NFA

Gaetano@Gaetano2026

2026.08.30 21:28

$FN is building enough capacity to more than double the company. Fabrinet exited Q4 at $1.316B in revenue, up 45% YoY. Its current run rate is roughly $5.3B, while management now sees a path to $12.5B-$14B of annual revenue capacity over the coming years. Data-center revenue reached $669M, up 69%, and now accounts for 51% of the business. FN manufactures optical equipment designed by its customers, so higher volumes and greater complexity can both increase its opportunity. Q4 FCF was negative $37M as capex hit $92M and inventory rose ahead of future ramps. That spending is ok with me if the demand and the ROI is there. Which right now, that is definitely what I am seeing. Management thinks FY27 can grow faster than the 36% achieved in FY26. If that happens while cash generation recovers, I believe $FN has a strong, long term future ahead of it. NFA/DYOR . Not a trade recc.