Fabrinet stock analysis
Fabrinet (FAN) Stock Price & Analysis
FAN Stock Chart & Stats
- Day’s Range
- EUR 317.30 - EUR 326.90
- 52-Week Range
- EUR 262.00 - EUR 628.40
- Previous Close
- EUR 280.00
- Volume
- N/A
- Average Volume (3M)
- 36
- Market Cap
- EUR 11.22B
- Enterprise Value
- EUR 14.45B
- Total Cash (Recent Filing)
- EUR 755.75M
- Total Debt (Recent Filing)
- EUR 78.32M
- Price to Earnings (P/E)
- 27.5
- Beta
- 0.40
- Next Earnings
- Feb 08, 2027 (Est.)
- EPS Estimate
- 4.35
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
Accelerating Data-Center Growth
Fabrinet is benefiting from strong, broad-based data-center demand across transceivers, interconnect and high-performance computing. This growth is supported by multiple customer programs rather than one product, strengthening revenue momentum and the opportunity to scale manufacturing value over the next several quarters.
Strong Balance Sheet
Very low leverage and substantial liquidity give Fabrinet flexibility to fund capacity expansion, absorb operating volatility and support customer ramps without relying heavily on external financing. Strong returns on equity also indicate that the company is converting its capital base into profitable growth.
Capacity And Program Expansion
Fabrinet is expanding its manufacturing footprint in response to customer demand, while new hyperscale, merchant, OCS, NPO and CPO programs create a visible pipeline. Increasing capacity and broader photonics-electronics capabilities can support durable share gains and operating leverage as ramps mature.
Bears Say
Weak Recent Cash Conversion
Recent earnings have not translated into comparable cash generation, with operating cash flow well below net income and free cash flow negative. Although expansion investment may explain part of the gap, prolonged weak conversion could constrain self-funded growth and reduce flexibility if spending remains elevated.
Tight Component Supply
Component constraints can limit Fabrinet’s ability to fulfill customer demand even when its own production capacity is available. Persistent shortages may delay program ramps, increase coordination requirements and prevent the company from fully converting strong orders into revenue during the coming quarters.
Gross-Margin Pressure
Margin performance remains exposed to foreign-exchange movements and the cost of supporting early program ramps, while merit increases also reduced the latest quarter’s gross margin. Even with expected efficiency gains, these pressures could temper profit conversion as Fabrinet scales rapidly.
Fabrinet News
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Fabrinet Stock Smart Score
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.
- Sector
- Technology
- Industry
- Hardware, Equipment & Parts
- CEO
- Seamus Grady
- Employees
- 21,521
- Website
- www.fabrinet.com
- Address
- 190 Elgin Avenue, George Town, GT, KY1-9008, KY
Fabrinet (FAN) Earnings & Revenues
FAN Company Deck
FAN Earnings Call
Earnings Call SentimentPositive
The call was strongly positive. Fabrinet reported record revenue and non-GAAP EPS, broad-based growth across all three revenue categories, substantial data center momentum, multiple new program ramps and a strong second-quarter outlook. The company is aggressively expanding capacity and expects continued operating leverage. The main negatives were lower gross margin, foreign-exchange and tax-related variability, a noncash investment loss, negative free cash flow from expansion spending and tight component supply, but these issues were presented alongside confident growth and margin improvement expectations.
View all DE:FAN earnings summariesFAN Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 6 | 6 | 10 |
| Technical Analysis | 1 | 6 | 3 |
| Moving Averages | 5 | 0 | 7 |












