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Fabrinet (DE:FAN)
FRANKFURT:FAN

Fabrinet (FAN) Price & Analysis

9 Followers

FAN Stock Chart & Stats

€362.30
-€21.00(-4.56%)
At close: 4:00 PM EDT
€362.30
-€21.00(-4.56%)

Bulls Say, Bears Say

Bulls Say
Revenue GrowthRapid revenue growth reflects strong demand across data-center, communications infrastructure, and automotive/industrial markets. Management’s next-quarter guidance remains robust, indicating that expansion is supported by active customer programs and could sustain operating scale over the next several quarters.
Balance Sheet StrengthThe exceptionally low debt burden gives Fabrinet substantial financial flexibility to fund capacity expansion, absorb demand variability, and maintain operations without significant financing pressure. Strong returns on equity despite minimal leverage also indicate that profitability is primarily supported by the business itself.
Capacity And Operating LeverageMajor facility additions and qualified production space create a substantial runway for volume growth as customer programs ramp. At the same time, operating expenses were only 1.3% of revenue and operating margin reached 10.9%, suggesting scale can improve earnings conversion as capacity is utilized.
Bears Say
Weak Cash ConversionThe sharp reduction in operating and free cash flow means reported earnings are currently converting less reliably into cash. Heavy investment and working-capital requirements may continue to absorb internally generated funds during the capacity ramp, limiting near-term flexibility despite the strong balance sheet.
Customer ConcentrationAlthough Fabrinet serves multiple end markets, a small group of large customers still represents a material share of revenue. Changes in one major customer’s product demand, as illustrated by the NVIDIA decline, could therefore create meaningful fluctuations in growth, utilization, and operating leverage.
Margin And Tax PressureMargin compression can reduce the benefit of strong volume growth if pricing, mix, or costs remain unfavorable. In addition, Thailand’s evolving global minimum-tax implementation introduces uncertainty around future tax expense, creating a potential headwind to sustainable profitability and cash generation.

Fabrinet News

FAN FAQ

What was Fabrinet’s price range in the past 12 months?
Fabrinet lowest stock price was €304.90 and its highest was €628.40 in the past 12 months.
    What is Fabrinet’s market cap?
    Fabrinet’s market cap is €13.13B.
      When is Fabrinet’s upcoming earnings report date?
      Fabrinet’s upcoming earnings report date is Nov 09, 2026 which is in 42 days.
        How were Fabrinet’s earnings last quarter?
        Fabrinet released its earnings results on Aug 17, 2026. The company reported €3.508 earnings per share for the quarter, beating the consensus estimate of €3.263 by €0.245.
          Is Fabrinet overvalued?
          According to Wall Street analysts Fabrinet’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Fabrinet pay dividends?
            Fabrinet does not currently pay dividends.
            What is Fabrinet’s EPS estimate?
            Fabrinet’s EPS estimate is 3.58.
              How many shares outstanding does Fabrinet have?
              Fabrinet has 35,834,866 shares outstanding.
                What happened to Fabrinet’s price movement after its last earnings report?
                Fabrinet reported an EPS of €3.508 in its last earnings report, beating expectations of €3.263. Following the earnings report the stock price went down -18.122%.
                  Which hedge fund is a major shareholder of Fabrinet?
                  Currently, no hedge funds are holding shares in DE:FAN
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Fabrinet

                    Fabrinet provides optical packaging and precision optical, electro-mechanical, and electronic manufacturing services in North America, the Asia-Pacific, and Europe. The company offers a range of advanced optical and electro-mechanical capabilities in the manufacturing process, including process design and engineering, supply chain management, manufacturing, printed circuit board assembly, packaging, integration, final assembly, and testing. Its products include switching products, including reconfigurable optical add-drop multiplexers, optical amplifiers, modulators, and other optical components and modules that enable network managers to route voice, video, and data communications traffic through fiber optic cables at various wavelengths, speeds, and over various distances. The company’s products also comprise transceivers, tunable lasers, and transponders; and active optical cables, which provide high-speed interconnect capabilities for data centers and computing clusters, as well as Infiniband, Ethernet, fiber channel, and optical backplane connectivity. In addition, it provides solid state, diode-pumped, gas, and fiber lasers used in semiconductor processing, biotechnology and medical device, metrology, and material processing industries; and differential pressure, micro-gyro, fuel, and other sensors used in automobiles, as well as non-contact temperature measurement sensors for the medical industry. Further, the company designs and fabricates application-specific crystals, lenses, prisms, mirrors, laser components, and substrates; and other custom and standard borosilicate, clear fused quartz, and synthetic fused silica glass products. It serves original equipment manufacturers of optical communication components, modules and sub-systems, industrial lasers, automotive components, medical devices, and sensors. The company was incorporated in 1999 and is based in George Town, the Cayman Islands.

                    Fabrinet (FAN) Earnings & Revenues

                    FAN Company Deck

                    FAN Earnings Call

                    Q4 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call was strongly positive overall: management reported record quarterly and annual revenue and EPS growth, accelerating data‑center demand (data center revenue +68% YoY), broad‑based strength across communications infrastructure and automotive/industrial, and aggressive capacity expansions with clear runway to materially increase revenue capacity. Offsetting risks include ongoing component supply constraints (affecting near‑term sequencing), a $57M Thailand tax provision and a $57M accounting gain (both non‑cash in nature but adding volatility), modest YoY gross margin compression, and heavy near‑term capital deployment that produced a small full‑year free cash flow result. On balance, the highlights (strong top‑line acceleration, operating leverage, capacity expansion, and confident guidance) outweigh the lowlights, but investors should monitor supply chain execution, tax/regulatory outcomes in Thailand, and cash flow as capacity ramps.View all DE:FAN earnings summaries

                    FAN Stock 12 Month Forecast

                    Average Price Target

                    €638.22
                    ▲(76.16% Upside)
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10,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 2, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":418.8,"date":1769904000000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 12,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 1, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":487.4,"date":1772323200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 11,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 1, \t&nbsp;</span>\n    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","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":533,"date":1780272000000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 7,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 3, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":486.3,"date":1782864000000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 5,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 2, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      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