Added to YB: 2026-02-16
Pitch date: 2026-02-10
FN [neutral]
Fabrinet
+14.96%
current return
Author Info
No bio for this author
Company Info
Fabrinet provides optical packaging and precision optical, electro-mechanical, and electronic manufacturing services in North America, the Asia-Pacific, and Europe.
Market Cap
$18.9B
Pitch Price
$482.23
Price Target
N/A
Dividend
N/A
EV/EBITDA
41.00
P/E
50.57
EV/Sales
4.61
Sector
Electronic Equipment, Instruments and Components
Category
growth
FPA Queens Road Small Cap Value Fund Portfolio Holding: Fabrinet
FN (trimmed position): Contract manufacturer dominating optical networking niche for data centers & telecom. Strong historical revenue growth & expanding margins. Nvidia 10% customer. Stock doubled since April on AI datacenter hype, potentially ahead of fundamentals. Trimming but holding core position as long-term compounder given market dominance & high bandwidth demand tailwinds.
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