Fabrinet
About: Fabrinet provides advanced 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 advanced optical and electro-mechanical capabilities across the entire manufacturing process, including process design and engineering, supply chain management, manufacturing, complex printed circuit board assembly, advanced 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 Q1 regulatory disclosures by fund managers ($100M+ AUM)
150% more funds holding in top 10
Funds holding in top 10: 4 [Q4 2024] → 10 (+6) [Q1 2025]
2.55% more ownership
Funds ownership: 102.92% [Q4 2024] → 105.47% (+2.55%) [Q1 2025]
5% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 75
0% less funds holding
Funds holding: 452 [Q4 2024] → 451 (-1) [Q1 2025]
2% less repeat investments, than reductions
Existing positions increased: 160 | Existing positions reduced: 164
9% less capital invested
Capital invested by funds: $8.21B [Q4 2024] → $7.46B (-$743M) [Q1 2025]
83% less call options, than puts
Call options by funds: $22.9M | Put options by funds: $134M
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
Rosenblatt Mike Genovese | 18%upside $290 | Buy Maintained | 12 Jun 2025 |
Barclays George Wang | 5%downside $234 | Equal-Weight Maintained | 6 May 2025 |
JP Morgan Samik Chatterjee | 4%downside $235 | Neutral Maintained | 6 May 2025 |
Needham Ryan Koontz | 14%upside $280 | Buy Reiterated | 6 May 2025 |
B. Riley Securities Dave Kang | 28%downside $176 | Neutral Upgraded | 4 Apr 2025 |
Financial journalist opinion









