Fabrinet (FN)

• Market cap: $11.6B
• 1 day: 3.64%
• 5 days: 12.98%
• 1 month: 2.21%
• 3 months: 37.89%
• 6 months: 50.31%
• Year to date: 46.86%
• 1 year: 28.40%
• 5 years: 353.66%
• 10 years: 1,555.45%
• Sector: Technology
• Industry: Electronic Components

About: Fabrinet provides advance-level optical packaging and precision optical, electro-mechanical, and electronic manufacturing services to original equipment manufacturers of complex products, such as optical communication components, modules and sub-systems, industrial lasers, automotive components, medical devices, and sensors. The company offers a broad range of advance optical and electro-mechanical capabilities across the entire manufacturing process, including process design and engineering, supply chain management, manufacturing, complex printed circuit board assembly, advance-level of packaging, integration, final assembly, and testing. The company generates the majority of its revenue from North America and Asia-Pacific, with the rest from Europe.

Employees: 14,213

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

60% more funds holding in top 10

Funds holding in top 10: 10 [Q1] → 16 (+6) [Q2]

56% more capital invested

Capital invested by funds: $7.46B [Q1] → $11.6B (+$4.16B) [Q2]

14% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 56

4.59% more ownership

Funds ownership: 105.48% [Q1] → 110.08% (+4.59%) [Q2]

2% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 167

0% more funds holding

Funds holding: 453 [Q1] → 453 (+0) [Q2]

91% less call options, than puts

Call options by funds: $15.5M | Put options by funds: $168M

Research analyst outlook

5 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $220 32% downside
• Avg. target: $321 1% downside
• High target: $360 11% upside

5 analyst ratings

• positive: 3 60%
• neutral: 2 40%
• negative: 0 0%

JP Morgan Samik Chatterjee	7% upside $345	Overweight Upgraded	25 Aug 2025
B. Riley Securities Dave Kang	32% downside $220	Neutral Maintained	19 Aug 2025
Barclays Tim Long	2% upside $329	Equal-Weight Maintained	19 Aug 2025
Rosenblatt Mike Genovese	11% upside $360	Buy Maintained	19 Aug 2025
Needham Ryan Koontz	8% upside $350	Buy Reiterated	19 Aug 2025