Fabrinet
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See all $FN insider activity →Applied Optoelectronics (AAOI) and Fabrinet (FN) are benefiting from AI-driven data-center demand. AAOI reported $107.66M in Q2 2026 data-center revenues, up 140.4% YoY, with 800G revenues at $12.8M. FN saw Q4 2026 data-center revenues of $669M, up 68% YoY. AAOI faces production constraints, while FN is expanding capacity. AAOI shares surged 206.9% YTD, while FN shares fell 11.4%.
The electrical equipment sector is driven by AI infrastructure and electrification trends, with $50B+ annual grid investments through 2030. Key companies like GE Vernova (GEV), Amphenol (APH), and TE Connectivity (TEL) show varying fundamentals. TE Connectivity is highlighted as undervalued with a 19.9x P/E, 20.5% fair value upside, and strong cash flow.
Corning (GLW) fell 12% after announcing a $2B at-the-market equity offering. Coherent (COHR) dropped 11%, Lumentum (LITE) 9%, and Fabrinet (FN) 6% due to sector-wide AI-related concerns. Corning's shares are down despite a 67.2% YTD gain.
Recent FN coverage spans financial news, corporate actions and sector analysis.
Robust data‑center demand and aggressive capacity expansion outlined.
Undervalued relative to peers could attract attention.
Minor sympathy decline within the optics group.
Strong revenue growth and upbeat guidance could support a price rebound despite current discount.
Significant insider sell may signal lack of confidence, potentially pressuring the stock lower.
AlphAI scores every news story that mentions FN with an AI model for sentiment and relevance, and aggregates insider trades from Fabrinet's SEC EDGAR Form 4 filings. Figures refresh continuously.
Applied Optoelectronics (AAOI) and Fabrinet (FN) are benefiting from AI-driven data-center demand. AAOI reported $107.66M in Q2 2026 data-center revenues, up 140.4% YoY, with 800G revenues at $12.8M. FN saw Q4 2026 data-center revenues of $669M, up 68% YoY. AAOI faces production constraints, while FN is expanding capacity. AAOI shares surged 206.9% YTD, while FN shares fell 11.4%.
3 min readThe electrical equipment sector is driven by AI infrastructure and electrification trends, with $50B+ annual grid investments through 2030. Key companies like GE Vernova (GEV), Amphenol (APH), and TE Connectivity (TEL) show varying fundamentals. TE Connectivity is highlighted as undervalued with a 19.9x P/E, 20.5% fair value upside, and strong cash flow.
3 min readCorning (GLW) fell 12% after announcing a $2B at-the-market equity offering. Coherent (COHR) dropped 11%, Lumentum (LITE) 9%, and Fabrinet (FN) 6% due to sector-wide AI-related concerns. Corning's shares are down despite a 67.2% YTD gain.
2 min readFabrinet (FN) stock is down 44% from its 52-week high, despite reporting strong growth. Fiscal 2026 revenue rose 36%, with Q1 2027 guidance at 43% growth. Key customers include Cisco and NVIDIA. The company is expanding capacity, and its data center category grew 68% YoY. Historically, FN's stock has fallen more than the S&P 500 during market shocks, with the deepest decline at 70% in 2012.
2 min readFabrinet's Executive Vice President of Sales & Marketing, Edward Archer, sold 56% of his holding, worth $965k, at $386 per share. CEO Seamus Grady also sold $10m of shares last year at $448 per share. Insiders own 0.3% of the company, valued at $35m. No insider purchases were reported in the last year.
2 min readFabrinet's EVP, Sales & Marketing, Edward T. Archer, sold 2,500 shares on September 3, 2026, totaling $964,765. The shares were sold at average prices of $385.579 and $386.336. Archer now directly owns 7,007 shares, according to an SEC filing.
1 min readArcher Edward T. (EVP, Sales & Marketing) sold 2,500 shares of Fabrinet (FN) at an average of $385.91 ($385.58–$386.34, $0.96M total) across 2 trades on 2026-09-03.
1 min readNebius Group (NBIS) raised $5B via senior notes, including $3B of convertible notes due 2030 with an exercise price of $313.46, to expand its AI business. Its stock fell from $280 to $219. Fabrinet (FN) reported Q4 EPS of $4.10 and revenue up 45.1% Y/Y, but its stock dropped from over $600 to $436.67.
2 min readFabrinet (FN) reported that COO Harpal Gill had 1,840 shares withheld for tax liability from vesting RSUs on 2026-08-24. The shares were valued at $421.14 each, and Gill holds 20,039 shares post-transaction. This was a non-market tax-withholding transaction, not an open-market sale.
1 min readFabrinet's CEO sold 3,865 shares worth $1.7 million to cover tax liabilities from vested equity awards. The sale price was $436.67, higher than the current stock price of $421.14. Fabrinet reported Q4 revenue of $1.3 billion but saw a decline in its datacom division and negative free cash flow of $36.9 million.
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