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Stock impact report

AI Infrastructure Play Fabrinet (FN) Gains Positive Coverage From Susquehanna [Yahoo! Finance]

Fabrinet Ordinary Shares (FN) 
Last fabrinet ordinary shares earnings: 2/3 04:15 pm Check Earnings Report
US:NYSE Investor Relations: investor.fabrinet.com/investor-relations
Company Research Source: Yahoo! Finance
Fabrinet holds a strong position in the optical networking market, with analysts viewing the stock well positioned to benefit from sustained infrastructure and AI tailwinds. The firm anticipates the stock to capitalize on expanding opportunities in optical networking, which includes transceivers, DCI (Data Center Interconnect), and CPO (Co-Packaged Optics) technologies. "Fabrinet has so far tremendously benefited from the inflection of transceivers in data centers and is set to further benefit from multiplying opportunities in optical networking (transceivers, DCI, CPO), with an emerging story in HPC contract manufacturing for AI servers to boot. We initiate with a Positive rating and $550 PT (~39.5x 2026E EV/NOPAT)." Fabrinet (NYSE:FN) offers optical packaging, along with precision optical, electro-mechanical, and electronic manufacturing services. While we acknowledge the potential of FN as an investment, we believe certain AI stocks offer greater upside potential and carry Show less Read more
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