Fabrinet
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]
57% more capital invested
Capital invested by funds: $7.49B [Q1] → $11.7B (+$4.24B) [Q2]
16% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 55
5.26% more ownership
Funds ownership: 105.82% [Q1] → 111.07% (+5.26%) [Q2]
1% more funds holding
Funds holding: 452 [Q1] → 456 (+4) [Q2]
0% more repeat investments, than reductions
Existing positions increased: 170 | Existing positions reduced: 170
87% less call options, than puts
Call options by funds: $33M | Put options by funds: $246M
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
JP Morgan
Samik Chatterjee
|
$345
|
Overweight
Upgraded
|
25 Aug 2025 |
B. Riley Securities
Dave Kang
|
$220
|
Neutral
Maintained
|
19 Aug 2025 |
Barclays
Tim Long
|
$329
|
Equal-Weight
Maintained
|
19 Aug 2025 |
Rosenblatt
Mike Genovese
|
$360
|
Buy
Maintained
|
19 Aug 2025 |
Needham
Ryan Koontz
|
$350
|
Buy
Reiterated
|
19 Aug 2025 |
Financial journalist opinion
Based on 11 articles about FN published over the past 30 days