Fabrinet
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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.
Fabrinet (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.
Fabrinet'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.
Over the past 7 days, AlphAI's AI scored 2 news stories mentioning FN (Fabrinet). Coverage has been balanced: 1 bullish, 0 neutral, and 1 bearish.
Recent FN coverage spans financial news, corporate actions and earnings.
In the last 30 days, FN insiders filed 2 SEC Form 4 transactions — no purchases and 2 sales ($965K). The most active reporter was Archer Edward T., EVP, Sales & Marketing, with 2 filings.
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.
Fabrinet'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.
Insider sale of modest size may signal slight negative sentiment.
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.
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.
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.
2 min readNebius Group (NBIS) raised $5B via senior notes, including $3B of 0.50% convertible notes due 2030 with a $313.46 exercise price. Its stock fell from $280 to $219. Fabrinet (FN) reported Q4 EPS of $4.10 and $1.32B revenue, up 45.1% Y/Y, but its stock dropped from over $600 to $436.67. Management remains confident in its outlook.
2 min readFabrinet reported Q4 2026 revenue of $1.316B, up 45% YoY, with full-year revenue at $4.6B, a 36% increase. Non-GAAP EPS for the year was $14.09. The company is restructuring revenue reporting into three categories: data centers, communications infrastructure, and automotive/industrial/other. Data center revenue grew 68% YoY, while communications infrastructure and automotive/industrial/other grew 40% and 8% YoY, respectively. Fabrinet is expanding manufacturing capacity to meet demand.
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