FN Fabrinet Loading... : Bullish and Bearish Analyst Opinions
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04:34
Aug 05
Aug 05
FN beneficiary mention; no explicit trade call.
FN is briefly named as another beneficiary of the U.S. optical supplier buildout thesis, but the tweet provides no explicit author ownership, buy/hold statement, or actionable trade call.
MED
23:36
Aug 04
Aug 04
Watch optical suppliers; longer-term 1.6T ramp.
Watch Coherent, Lumentum, and Fabrinet as longer-term optical beneficiaries of 1.6T and liquid-cooled network buildouts, while near-term revenue remains trial-heavy before broader 2027 production.
MED
22:02
Aug 04
Aug 04
US optical transceiver ban opens share for LITE/COHR/AAOI/FN/MRVL
U.S. drafting restrictions on Chinese optical transceivers for AI data centers; LITE, COHR, AAOI, FN, and MRVL explicitly named as potential share-gain beneficiaries in 800G/1.6T supply chain. No directional view from speaker.
MED
20:54
Aug 04
Aug 04
Western optical suppliers win from China ban threat
Buy Western optical transceiver/component suppliers as proposed Chinese optical ban forces hyperscalers to qualify U.S./allied vendors, accelerating LTAs, customer-funded capacity, and improved ASPs — author discloses these as their largest current holdings.
HIGH
16:52
Aug 04
Aug 04
Author recounts past bullish optical calls backed by Rosenblatt and criticizes Citadel.
Author recounts past bullish optical calls backed by Rosenblatt and criticizes Citadel, but frames it as historical vindication rather than a current position or new trade.
LOW
14:30
Aug 04
Aug 04
FN Thailand platform gains from China supply shift
Optical trade research says FN could benefit from ex-China capacity demand; conditional beneficiary framing -> watch.
MED
14:13
Aug 04
Aug 04
Author points to FN's Aug 17 earnings to monitor if customers are shifting optical module manufacturing to its Thailand platform, making non-Chinese manufacturing platforms increasingly valuable.
Author points to FN's Aug 17 earnings to monitor if customers are shifting optical module manufacturing to its Thailand platform, making non-Chinese manufacturing platforms increasingly valuable.
Risk: Geographic diversification of manufacturing supply chains may happen slower than anticipated.
02:18
Aug 04
Aug 04
Watch confirmed AWS supplier basket
Watch this confirmed AWS supplier basket: STM, GLW, ALAB, CRDO, AAOI, FN, JBL, FLEX and GEV have direct Amazon agreements/warrants spanning compute, optics, packaging, manufacturing and power infrastructure.
MED
19:23
Aug 01
Aug 01
Watch FN as a datacom module maker whose revenue is supply-constrained (lasers, DSPs.
Watch FN as a datacom module maker whose revenue is supply-constrained (lasers, DSPs, ASICs) rather than demand-constrained — cited as read-through evidence for the broader laser scarcity thesis; no author position.
MED
22:05
Jul 29
Jul 29
Monitor Fabrinet with mixed implications; possible benefits from CPO engine assembly.
Monitor Fabrinet with mixed implications; possible benefits from CPO engine assembly but potential pressure from reduced traditional pluggable module demand.
MED
15:43
Jul 28
Jul 28
Watch FN; near-term estimate risk for optical scale-up.
Watch FN; near-term estimate risk for optical scale-up, but long-term TAM and option value intact.
MED
09:51
Jul 23
Jul 23
Watch FN as a beneficiary of accelerating AI optical interconnect demand.
Watch FN as a beneficiary of accelerating AI optical interconnect demand, driven by 800G/1.6T deployments and rising transceiver shipments.
MED
19:14
Jul 21
Jul 21
Buy FN for diversified photonics manufacturing exposure.
Buy FN for diversified photonics manufacturing exposure; 800G programs shipping and DCI growth drive revenue capacity toward $8.5-9B, with improving margins.
MED
00:08
Jul 13
Jul 13
Buy Fabrinet; sequential Datacom revenue growth with NVIDIA, new customer logos (Amazon.
Buy Fabrinet; sequential Datacom revenue growth with NVIDIA, new customer logos (Amazon, Lumentum), and on-track capacity ramp support continued upside; Rosenblatt target $750 vs ~$480.
HIGH
16:39
Jul 09
Jul 09
Goldman projects massive growth in AI optical component spend (15B→154B by 2028) and NVIDIA.
Goldman projects massive growth in AI optical component spend (15B→154B by 2028) and NVIDIA committed $2B each to Coherent/Lumentum, highlighting the entire optical supply chain as a potential beneficiary.
LOW
22:52
Jul 07
Jul 07
Buy FN as a CPO packaging and assembly beneficiary.
Buy FN as a CPO packaging and assembly beneficiary; author argues the forced migration from pluggables creates durable ramp demand at the packaging layer, with a 40x volume increase from 5k to 200k units by 2030 underpinning the thesis.
MED
18:11
Jul 06
Jul 06
Co-mentioned in bearish optics/photonics sector commentary.
Co-mentioned in bearish optics/photonics sector commentary; speaker says group bounces are weak and needs further shake-out before a real bottom.
LOW
08:24
Jul 06
Jul 06
Watch FN as a contract manufacturing comp/potential M&A target model for SIVE's downstream.
Watch FN as a contract manufacturing comp/potential M&A target model for SIVE's downstream optical engine strategy; supply-chain/M&A map context, not an author position.
MED
02:42
Jul 05
Jul 05
The author shares a VCSEL CPO article link with a list of tickers as research context.
The author shares a VCSEL CPO article link with a list of tickers as research context, not a personal position or trade call.
LOW
14:08
Jun 29
Jun 29
Avoid the optics/photonics basket near-term; author cites continued poor price action across.
Avoid the optics/photonics basket near-term; author cites continued poor price action across the group as the sole basis, with no fundamental catalyst provided — thin reasoning, price-action-driven call only.
MED
14:17
Jun 26
Jun 26
Author says optics/photonics is an avoid sector but explicitly names COHR and MXL as exceptions.
Author says optics/photonics is an avoid sector but explicitly names COHR and MXL as exceptions, while the rest of the basket is a watchlist from a prior hot take.
12:17
Jun 24
Jun 24
Author mentions Fabrinet in a past photonics post as an interesting company.
Author mentions Fabrinet in a past photonics post as an interesting company, but does not state a current position or forward-looking trade.
LOW
12:51
Jun 23
Jun 23
Author celebrates photonics recovery as a net positive for growth/AI names but frames.
Author celebrates photonics recovery as a net positive for growth/AI names but frames the ticker list as leading characteristics and work to do, not current positions.
22:58
Jun 22
Jun 22
Long FN; author started a position after a 20% dip.
Long FN; author started a position after a 20% dip, viewing the selloff as excessive relative to strong earnings and positive outlook.
MED
17:28
Jun 22
Jun 22
Author celebrates optics/photonics recovery as a net positive for growth/AI names but frames.
Author celebrates optics/photonics recovery as a net positive for growth/AI names but frames all tickers as watchlist items with work to do or leading characteristics, not explicit positions.
LOW
16:06
Jun 21
Jun 21
Long FN; author initiated a position on a 20% dip they view as excessive given strong earnings.
Long FN; author initiated a position on a 20% dip they view as excessive given strong earnings and positive outlook.
HIGH
21:10
Jun 18
Jun 18
The author observes a daily fragmentation in connectivity stocks with copper/optics names.
The author observes a daily fragmentation in connectivity stocks with copper/optics names outperforming pure-play optics, but frames it as a trend observation and research preview rather than a trade call.
LOW
13:58
Jun 18
Jun 18
Photonics trade done short term.
Avoid optics and photonics names for now: the author says the trade is done for the short term and shows the basket red while QQQ is up; no explicit short position is stated.
LOW
14:24
Jun 16
Jun 16
Author states the optics/photonics trade is done short-term but clarifies these are objective.
Author states the optics/photonics trade is done short-term but clarifies these are objective observations with no position, making all tickers watch-only.
LOW
10:59
Jun 16
Jun 16
Buy FN as a precision optical component manufacturer embedded in the AI optical supply chain.
Buy FN as a precision optical component manufacturer embedded in the AI optical supply chain; revenue scales with transceiver production volumes at LITE, COHR, and peers.
MED
About FN Analyst Coverage
Buzzberg tracks FN (Fabrinet) across 20 sources. 25 bullish vs 0 bearish calls from 19 analysts. Sentiment: predominantly bullish (27%). 94 total trade ideas tracked. Past 7 days: 1 bullish, 8 watch. Latest voices: crux_capital_, TheValueist, jasonschips.