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Stock impact report

FN Jumps 25% in a Month: Is There More Room for the Stock to Grow? [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 FN shares have jumped 24.9% in a month, driven by an accelerating Telecom and Datacenter Interconnect (DCI) revenues, easing datacom constraints and continued scaling in High-Performance Computing (HPC) business embedded in management's fiscal third-quarter outlook. The HPC program is scaling with added automation and credible execution, with optionality to gain share as a qualified second source. Fabrinet cites strong visibility, with sequential growth expected and catalysts ahead as DCI accelerates, next-gen 800ZR nears production and datacom constraints ease with second-source approvals. In the second quarter of fiscal 2026, HPC contributed $85.6 million, and management expects the current program to exceed $150 million per quarter within the next couple of quarters, with double-digit sequential growth guided for the third quarter of fiscal 2026. However, Fabrinet is facing stiff competition from the likes of Lumentum LITE, Coherent COHR and Jabil JBL. In the traili Show less Read more
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