Fabrinet (FN) - 5i Research

Fabrinet (FN $440.57)
- $440.57 P/E (TTM): 48.36X Cap: $15.86B
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Fabrinet (FN $440.57)
- $440.57 P/E (TTM): 48.36X Cap: $15.86B
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Q: What's the investment thesis?

Read Answer Asked by Adam on September 02, 2025

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Coherent Corp. (COHR $131.96)
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Fabrinet (FN $440.57)
- $440.57 P/E (TTM): 48.36X Cap: $15.86B
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Dell Technologies Inc. Class C (DELL $162.01)
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Q: Good afternoon 5l
Nvidia seems to be pivoting to AI factories, as they call them. Could you provide a few names of companies which will likely profit from this turn? Perhaps also with a brief description of why you find them interesting.
Thanks

Read Answer Asked by joseph on July 30, 2025

Fabrinet (FN $440.57)
- $440.57 P/E (TTM): 48.36X Cap: $15.86B
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Hawkins Inc. (HWKN $141.85)
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Badger Meter Inc. (BMI $180.45)
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ITT Inc. (ITT $185.07)
- $185.07 P/E (TTM): 30.73X Cap: $15.24B
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Q: Please rank in order of what you believe have best long term growth potential.
Thanks so much

Read Answer Asked by Curtis on September 09, 2024