These 5 Optical Chip Stocks Are Cashing in on AI Data Center Bandwidth
AI data center operators are staring down a bandwidth wall, and the fastest way over it runs through glass, not copper.
FN - Fabrinet
Price:
--
--
|
CONSENSUS:
Buy
DETAILS
|
PRICE TARGET:
$653.00
DETAILS
HIGH:
$800.00
LOW:
$540.00
MEDIAN:
$636.00
CONSENSUS:
$653.00
UPSIDE:
35.26%
Stock News
3 Quiet AI Revenue Accelerators With Sales Growth Outpacing Peers
The AI boom is reshaping the market well beyond its most obvious beneficiaries—tech, energy, and utilities firms—and some of the best ways to benefit from it have largely gone overlooked. Even within a prominent AI industry like semiconductors, some companies have unique opportunities to serve as pick-and-shovel investments due to their role within the complex AI supply chain.
What Makes Fabrinet a Key Player in the AI Optical Supply Chain
Fabrinet (NYSE:FN | FN Price Prediction) occupies a peculiar seat in the AI infrastructure trade: it builds the transceivers, lasers, and silicon photonics engines pouring into hyperscale data centers, even though the designs originate elsewhere.
Dow Taps Record as Nasdaq, Chips Pull Back
Stocks are trading mixed as chip stocks weigh and investors digest a fresh batch of June nonfarm payrolls data
Fabrinet: Capacity Build-Out Sets Up FY27 Acceleration
Fabrinet is rated Buy with a $622 price target, driven by robust growth and strategic capacity expansion. FN's Q3 revenue surged 39% YoY to $1.214B, with operating margin expanding 50 bps and ROIC reaching 41.8%. Capacity build-out to $8.5B revenue enables multi-year growth visibility, underpinned by direct-to-hyperscaler and CPO programs.
Fabrinet's AI Push Bodes Well: Is There Scope for More Upside?
FN's AI push is gaining traction as demand for 800G and 1.6T optical products rises across expanding AI data centers.
Fabrinet Is Becoming a Quiet Winner in the AI Optics Buildout
Fabrinet TodayFNFabrinet$567.33 -0.84 (-0.15%) As of 06/25/2026 03:59 PM Eastern This is a fair market value price provided by Massive. Learn more.52-Week Range$272.49▼$748.89P/E Ratio48.74Price Target$661.75Add to WatchlistFabrinet's NYSE: FN stock price is up by a high triple-digit amount year-over-year (YOY), as of mid-June 2026, and is on track to continue rising at a similar pace over the subsequent quarters.
Is FN Stock Worth Betting on at a Premium or Should Investors Wait?
Fabrinet's AI-driven surge and debt-free balance sheet support growth, but premium valuation, datacom supply constraints and FX risks cloud its entry point.
Microchip or Fabrinet: Which Tech Stock Is a Better Buy Now?
Microchip edges past Fabrinet as AI data-center wins and a coming 3nm PCIe Gen6 switch offset its pricier valuation.
U.S. Rep. Josh Gottheimer just loaded up on these 4 AI chip stocks
United States Representative Josh Gottheimer, a Democrat from New Jersey, just disclosed a wave of fresh stock purchases, and among them, four are direct bets on the Artificial Intelligence (AI) chip industry.
Fabrinet (FN) Up 6.2% Since Last Earnings Report: Can It Continue?
Fabrinet (FN) reported earnings 30 days ago. What's next for the stock?
Fabrinet: The Silent Enabler Of The AI Infrastructure Boom And Why I'm Bullish
Fabrinet (FN) offers the best risk/reward in the AI hardware supply chain, trading at 19.5x forward earnings with 36% revenue and nearly 200% EPS growth. FN's technological moat in ultra-precision optical packaging, IP-neutral model, and hyperscaler supply chain position drive structural margin and growth advantages. I see a base-case 12-month target of $750 (21% upside), with a probability-weighted expected value of $770 and recommend a high-conviction position with a $550 stop.
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Rising Yields, Chip Sector Pullback Send Stocks Lower
All three major indexes are moving lower once again, with the Nasdaq Composite (IXIC) slipping on tech underperformance
Fabrinet Rides on Automation Boom: A Case for More Upside?
FN rides automation and AI demand as optical and non-optical revenue surge, with Q4 revenues guided at #1.25B-$1.29B. Telecom up 55% and DCI up 90%.
Fabrinet (FN) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
Fabrinet (FN) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
FN vs. AAOI: Which Stock Is Worth Buying Post Latest Earnings Results?
Fabrinet's Q3 FY26 blowout and upbeat Q4 outlook outshine Applied Optoelectronics' margin-hit loss in this post-earnings faceoff.
Fabrinet to Present at J.P. Morgan Conference
BANGKOK, May 11, 2026 (GLOBE NEWSWIRE) -- Fabrinet (NYSE: FN), a leading provider of advanced optical packaging and precision optical, electro-mechanical and electronic manufacturing services to original equipment manufacturers of complex products, today announced that its management will present at the J.P. Morgan 2026 Global Technology, Media and Communications Conference in Boston, MA.
Are Computer and Technology Stocks Lagging Fabrinet (FN) This Year?
Here is how Fabrinet (FN) and Bandwidth (BAND) have performed compared to their sector so far this year.
Applied Optoelectronics Crashes 14%, Coherent Slides 10%, Lumentum Falls 7% as Optics Trade Cools
The AI optics trade is taking a breather. Shares of Applied Optoelectronics (NASDAQ:AAOI) are down 14% in midday trading, while Coherent (NYSE:COHR | COHR Price Prediction) is off 10% and Lumentum (NASDAQ:LITE) is sliding 7%.
Price Targets
Fabrinet price target raised to $702 from $548 at Barclays
$702.00
(was $717.80)
Tim Long
·
Barclays
Fabrinet price target raised to $800 from $700 at Northland
$800.00
(was $684.33)
Northland Securities
Fabrinet upgraded to Outperform at Wolfe Research amid 'great environment'
$540.00
(was $457.98)
Wolfe Research
Fabrinet price target raised to $548 from $537 at Barclays
$548.00
(was $499.61)
Tim Long
·
Barclays
Fabrinet price target raised to $570 from $550 at Susquehanna
$570.00
(was $488.36)
Susquehanna
Fabrinet upgraded to Overweight from Equal Weight at Barclays
$537.00
(was $489.00)
Barclays
Fabrinet price target raised to $600 from $550 at Northland
$600.00
(was $479.51)
Northland Securities
Fabrinet price target raised to $499 from $329 at Barclays
$499.00
(was $459.60)
Barclays
Fabrinet price target raised to $550 from $375 at Northland
$550.00
(was $473.15)
Northland Securities
Fabrinet price target raised to $329 from $234 at Barclays
$329.00
(was $327.12)
Tim Long
·
Barclays
Fabrinet price target lowered to $234 from $245 at Barclays
$234.00
(was $220.90)
George Wang
·
Barclays
Needham Starts Fabrinet (FN) at Buy
$280.00
(was $230.10)
Ryan Koontz
·
Needham
Fabrinet (FN) PT Raised to $260 at Rosenblatt
$260.00
(was $188.83)
Mike Genovese
·
Rosenblatt Securities
Fabrinet (FN) PT Lowered to $220 at Needham 'on the ongoing pressures in the Telecom Service Provider market'
$220.00
(was $197.14)
Alex Henderson
·
Needham
Northland Upgrades Fabrinet (FN) to Outperform
$220.00
(was $206.80)
Tim Savageaux
·
Northland Securities
Fabrinet Gears Up For Q4 Print; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
$130.00
(was $117.81)
Troy Jensen
·
Lake Street
Northland Capital Markets Maintains Outperform on Fabrinet, Raises Price Target to $155
$155.00
(was $121.61)
Northland Securities
Needham Maintains Buy on Fabrinet, Raises Price Target to $150
$150.00
(was $132.06)
Needham
JP Morgan Upgrades Fabrinet to Overweight, Raises Price Target to $156
$156.00
(was $127.61)
J.P. Morgan
Fabrinet (FN) Stock: $129 Price Target And Buy Rating
$129.00
(was $100.73)
Fahad Najam
·
Loop Capital Markets