AI Infrastructure Play Fabrinet (FN) Gains Positive Coverage From Susquehanna

Fabrinet holds a beardown presumption successful the optical networking market, with analysts viewing the banal good positioned to payment from sustained infrastructure and AI tailwinds.

The steadfast anticipates the banal to capitalize connected expanding opportunities successful optical networking, which includes transceivers, DCI (Data Center Interconnect), and CPO (Co-Packaged Optics) technologies.

"Fabrinet has truthful acold tremendously benefited from the inflection of transceivers successful information centers and is acceptable to further payment from multiplying opportunities successful optical networking (transceivers, DCI, CPO), with an emerging communicative successful HPC declaration manufacturing for AI servers to boot. We initiate with a Positive standing and $550 PT (~39.5x 2026E EV/NOPAT)."

Fabrinet (NYSE:FN) offers optical packaging, on with precision optical, electro-mechanical, and physics manufacturing services.

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