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Fabrinet (FN)
NYSE:FN
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Fabrinet (FN) Price & Analysis

1,404 Followers

FN Stock Chart & Stats

$431.54
-$41.69(-8.05%)
At close: 4:00 PM EDT
$431.54
-$41.69(-8.05%)

Bulls Say, Bears Say

Bulls Say
Strong Revenue And Earnings GrowthRapid revenue and earnings growth indicates strong customer demand and effective execution across Fabrinet’s manufacturing programs. Continued scale can support operating leverage, strengthen customer relationships, and provide a durable foundation for expansion over the next several quarters.
Exceptional Balance Sheet StrengthMinimal debt gives Fabrinet substantial flexibility to fund capacity expansion, absorb business volatility, and preserve strategic options without significant interest or refinancing pressure. Strong returns on equity despite low leverage also demonstrate that operating performance, rather than balance-sheet risk, drives returns.
Data-Center Demand And Capacity ExpansionAccelerating data-center demand and major facility additions create a multi-quarter runway for growth. The expanded footprint should allow Fabrinet to serve rising volumes in complex optical and electronic products, while qualification progress helps convert investment into durable manufacturing capacity.
Bears Say
Near-Breakeven Free Cash FlowThe sharp deterioration in cash conversion means reported earnings currently translate into little internally generated cash. Heavy investment may support future capacity, but near-term free cash flow remains vulnerable to working-capital swings and capital spending, limiting funding flexibility.
Gross Margin CompressionPersistent gross-margin pressure could reduce the earnings benefit of strong volume growth if pricing, product mix, or costs remain unfavorable. Operating leverage has supported profitability, but sustaining margins will be important as Fabrinet expands capacity and handles increasingly complex production programs.
Customer Concentration ExposureLarge customer contributions create meaningful exposure to changes in individual programs, product cycles, or purchasing levels. Although demand is diversified across several end markets, a reduction by a major account could disrupt utilization, revenue growth, and the efficiency of newly expanded capacity.

Fabrinet News

FN FAQ

What was Fabrinet’s price range in the past 12 months?
Fabrinet lowest stock price was $345.71 and its highest was $748.89 in the past 12 months.
    What is Fabrinet’s market cap?
    Fabrinet’s market cap is $13.00B.
      When is Fabrinet’s upcoming earnings report date?
      Fabrinet’s upcoming earnings report date is Nov 02, 2026 which is in 12 days.
        How were Fabrinet’s earnings last quarter?
        Fabrinet released its earnings results on Aug 17, 2026. The company reported $4.1 earnings per share for the quarter, beating the consensus estimate of $3.814 by $0.286.
          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 4.19.
              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 $4.1 in its last earnings report, beating expectations of $3.814. Following the earnings report the stock price went down -19.378%.
                  Which hedge fund is a major shareholder of Fabrinet?
                  Currently, no hedge funds are holding shares in FN
                  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 (FN) Earnings & Revenues

                    FN Company Deck

                    FN 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 FN earnings summaries

                    FN Stock 12 Month Forecast

                    Average Price Target

                    $666.43
                    ▲(54.43% Upside)
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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":581.37,"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              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":534.98,"date":1775001600000,"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 10,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 2, \t&nbsp;</span>\n  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                    Ownership Overview

                    0.42%41.04%0.84%35.34%
                    0.84% Other Institutional Investors
                    35.34% Public Companies and Individual Investors
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