Fabrinet Eyes 800ZR and Co-Packaged Optics as Growth Catalysts

Key Takeaways FN's 800ZR and DCI demand acceleration are key catalysts as production timing nears.Fabrinet expects Q3 revenue of $1.15B-$1.20B and EPS of $3.45-$3.60 with growth across segments.FN's HPC revenue hit $85.6M in Q2, with management targeting $150M per quarter soon. Fabrinet’s (FN) next-generation 800ZR is a clear upcoming trigger. These products have not yet ramped, making production timing an incremental catalyst as Datacenter Interconnect (DCI) demand is expected to accelerate sequentially in ...