Added to YB: 2024-08-02
Pitch date: 2024-06-30
FN [bullish]
Fabrinet
+91.62%
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
$18.5B
Pitch Price
$245.74
Price Target
N/A
Dividend
N/A
EV/EBITDA
43.86
P/E
53.26
EV/Sales
4.88
Sector
Electronic Equipment, Instruments and Components
Category
growth
ClearBridge Small Cap Growth Strategy New Position: Fabrinet
FN: Leading optical component contract manufacturer for data centers & telecom. Outpacing industry growth via increased outsourcing. AI server clusters driving significant growth in data center networking. Key manufacturer for Nvidia. Low yields & volatile cycles in optical market benefit Fabrinet's positioning.
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