Fabrinet Eyes 800ZR and Co-Packaged Optics as Growth Catalysts [Yahoo! Finance]
Fabrinet Ordinary Shares (FN)
Last fabrinet ordinary shares earnings: 2/3 04:15 pm
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Source: Yahoo! Finance
Fabrinet 's FN next-generation 800ZR is a clear upcoming trigger. These products have not yet ramped, making production timing an incremental catalyst as Datacenter Interconnect (DCI) demand is expected to accelerate sequentially in the third quarter of fiscal 2026. Beyond the near-term ramps, FN is engaged in co-packaged optics with three customers and is also involved in optical circuit switching, with timing tied to customer roadmaps. Datacom transceiver builds for hyperscalers directly and for merchant vendors are positioned as “quarters away, not years” from meaningful revenue, with second-source approvals serving as a gating item. Building 10 and the Pinehurst conversion are intended to reduce bottleneck risk as demand builds, and both are being funded without debt. That capacity readiness also supports potential share gains tied to the company's second-source position on the AWS-related High-Performance Computing program. Fabrinet's EMS Model Limits Downside FN's pure-pl
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FN
News
- FN Jumps 25% in a Month: Is There More Room for the Stock to Grow? [Yahoo! Finance]Yahoo! Finance
- Fabrinet (NYSE:FN) was downgraded by analysts at <a style="font-weight:bold" href="https://weissratings.com/">Weiss Ratings</a> from a "buy (b)" rating to a "hold (c+)" rating.MarketBeat
- Fabrinet (FN) Advances as Optical Hardware Demand Strengthens [Yahoo! Finance]Yahoo! Finance
- Will Fabrinet (FN) Become a Compounder Over Many Years? [Yahoo! Finance]Yahoo! Finance
- Assessing Fabrinet (FN) Valuation After Strong Long Term Returns And Premium P/E Ratio [Yahoo! Finance]Yahoo! Finance
FN
Earnings
- 2/2/26 - Beat
FN
Sec Filings
- 2/27/26 - Form 4
- 2/25/26 - Form 144
- 2/23/26 - Form 144
- FN's page on the SEC website