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Fabrinet (DE:FAN)
NYSE:FAN

Fabrinet (FAN) Price & Analysis

6 Followers

FAN Stock Chart & Stats

€568.20
€4.60(2.08%)
At close: 4:00 PM EST
€568.20
€4.60(2.08%)

Bulls Say, Bears Say

Bulls Say
Sustained Revenue Growth And ScaleMulti-year revenue expansion demonstrates durable market penetration and scale in optical and high‑tech manufacturing. Consistent top‑line growth supports bargaining power with suppliers, ability to invest in automation, and recurring program wins that underpin stable medium‑term demand.
Exceptionally Conservative Balance SheetVery low leverage and sizable equity capacity provide financial flexibility to fund large capacity builds, absorb working‑capital swings, and support R&D or M&A without material refinancing risk, preserving long‑term operational resilience through cycles.
Structural Growth Runway From Hyperscaler Wins And Capacity BuildSecuring hyperscaler and merchant datacom programs plus major facility expansion creates durable incremental TAM and repeatable volume ramps. Combined with targeted R&D investments, this increases long‑term revenue visibility and supports higher utilization as new programs scale.
Bears Say
Sharp Deterioration In Free Cash FlowMaterial drop in FCF and weak cash conversion versus net income reduces near‑term internal funding for capex, repurchases, or working capital buffers. If persistent, weaker FCF constrains strategic optionality and increases reliance on external financing for growth.
Supply‑chain Constraints Limiting Datacom ShipmentsOngoing component shortages can delay program ramps and revenue recognition even when demand exists, slowing sustainable growth and complicating customer relationships. Prolonged constraints can raise working‑capital needs and hinder utilization of new capacity.
Margin Pressure From FX And Ramp InefficienciesSequential margin compression driven by FX and ramp inefficiencies can erode structural profitability if ramps or mix changes persist. Sustained margin pressure reduces free cash flow generation and weakens returns on invested capital from aggressive capacity expansion.

Fabrinet News

FAN FAQ

What was Fabrinet’s price range in the past 12 months?
Fabrinet lowest stock price was €202.30 and its highest was €628.40 in the past 12 months.
    What is Fabrinet’s market cap?
    Fabrinet’s market cap is €19.31B.
      When is Fabrinet’s upcoming earnings report date?
      Fabrinet’s upcoming earnings report date is Aug 24, 2026 which is in 77 days.
        How were Fabrinet’s earnings last quarter?
        Fabrinet released its earnings results on May 04, 2026. The company reported €3.204 earnings per share for the quarter, beating the consensus estimate of €3.064 by €0.14.
          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 3.28.
              How many shares outstanding does Fabrinet have?
              Fabrinet has 35,829,740 shares outstanding.
                What happened to Fabrinet’s price movement after its last earnings report?
                Fabrinet reported an EPS of €3.204 in its last earnings report, beating expectations of €3.064. Following the earnings report the stock price went down -4.608%.
                  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 is a global provider of specialized manufacturing services, offering optical packaging, high-precision optical, electromechanical, and electronic solutions across North America, the Asia-Pacific region, and Europe. Its comprehensive capabilities span the entire manufacturing lifecycle, from initial process design and engineering to robust supply chain management, full-scale production, printed circuit board (PCB) assembly, advanced packaging, system integration, final product assembly, and rigorous testing. The company's diverse product portfolio includes core optical networking components such as reconfigurable optical add-drop multiplexers (ROADMs), optical amplifiers, modulators, and various other optical modules. These devices are critical for enabling network managers to efficiently route voice, video, and data traffic over fiber optic cables, accommodating diverse wavelengths, speeds, and transmission distances. This category also features tunable lasers, transceivers, and transponders. Additionally, Fabrinet produces active optical cables, which provide essential high-speed interconnect capabilities for data centers, computing clusters, and various networking protocols like InfiniBand, Ethernet, fiber channel, and optical backplane connectivity. Beyond optical communications, Fabrinet supplies a range of solid-state, diode-pumped, gas, and fiber lasers, utilized across industries such as semiconductor processing, biotechnology, medical device manufacturing, metrology, and material processing. Its sensor offerings include differential pressure, micro-gyro, and fuel sensors primarily for automotive applications, alongside non-contact temperature measurement sensors tailored for the medical industry. The company further specializes in the design and fabrication of advanced optical elements, including application-specific crystals, lenses, prisms, mirrors, laser components, and substrates, as well as custom and standard glass products such as borosilicate, clear fused quartz, and synthetic fused silica. Fabrinet primarily serves original equipment manufacturers (OEMs) involved in optical communication components, modules and sub-systems, industrial lasers, automotive components, medical devices, and sensors. Established in 1999, the company maintains its headquarters in George Town, Cayman Islands.

                    Fabrinet (FAN) Earnings & Revenues

                    FAN Company Deck

                    FAN Earnings Call

                    Q3 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call was predominantly positive: management reported record revenue and EPS, very strong growth in DCI and non-Optical Communications (HPC), secured hyperscale and merchant datacom programs, and laid out substantial capacity expansion and strategic investments (Raytec, Navanakorn). The main negatives were supply-chain constraints that limited datacom shipments (datacom revenue +4% YoY but -6% QoQ), near-term gross margin pressure from FX and ramp inefficiencies, and a quarter with reduced operating cash flow and slight free cash flow outflow. Overall, the company emphasized strong demand, multiple new growth vectors, and capacity/capital plans to support continued expansion while acknowledging short-term supply and margin headwinds.View all DE:FAN earnings summaries

                    FAN Stock 12 Month Forecast

                    Average Price Target

                    €657.60
                    ▲(15.73% Upside)
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<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 4, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":243.8,"date":1751328000000,"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 6,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 5, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":264.6,"date":1754006400000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            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7,\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":378.7,"date":1761955200000,"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 8,\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":386.5,"date":1764547200000,"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 9,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 2, \t&nbsp;</span>\n       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