Fabrinet offers optical packaging and precision electronic, electromechanical and optical manufacturing services in North America, Asia-Pacific and Europe. The company is headquartered in George Town, the Cayman Islands.
| Revenue (TTM) | $4.64B |
| Gross Profit (TTM) | $556.51M |
| EBITDA | $530.73M |
| Operating Margin | 10.20% |
| Return on Equity | 21.30% |
| Return on Assets | 8.59% |
| Revenue/Share (TTM) | $129.59 |
| Book Value | $68.49 |
| Price-to-Book | 5.77 |
| Price-to-Sales (TTM) | 3.15 |
| EV/Revenue | 2.862 |
| EV/EBITDA | 21.30 |
| Quarterly Earnings Growth (YoY) | 58.10% |
| Quarterly Revenue Growth (YoY) | 44.60% |
| Shares Outstanding | $35.83M |
| Float | $35.72M |
| % Insiders | 0.35% |
| % Institutions | 104.48% |
Volatility is currently contracting
The mean of analysts' price targets for Fabrinet (FN) points to a 64.1% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
Fabrinet NYSE: FN executives said demand across data center interconnect, datacom, automotive and industrial markets remains strong, with the company expanding manufacturing capacity to support what Chairman and CEO Seamus Grady described as substantial multi-year growth opportunities.
Fabrinet's Q4 results and forward guidance generally looked quite strong. Investors are concerned about high capital expenditures eating into free cash flow.
Shares of Fabrinet (NYSE:FN | FN Price Prediction) are down roughly 20% at midday Tuesday, trading near $476 after the optical manufacturer posted a fiscal Q4 beat but disappointed a market already primed to sell AI infrastructure names.
FN's Q4 earnings and revenues beat estimates as data center sales surge 68%, with DCI topping a $1 billion annualized run rate.
Optics stocks are getting hit hard at midday Tuesday as a risk-off wave washes through AI hardware names.
Fabrinet is selling off today at a double-digit rate. The last time I covered FN, it was a Strong Sell for me. Since then, its stock price dropped by almost 29%. Valuation has reset meaningfully, with FN's forward P/E dropping from 50x to roughly ~29.0x.
Fabrinet sees data center demand, new transceiver ramp-up and added capacity supporting another strong growth year, with visibility into fiscal 2027 and beyond.
Fabrinet TodayFNFabrinet$511.03 -87.55 (-14.63%) As of 09:44 AM Eastern This is a fair market value price provided by Massive. Learn more.52-Week Range$272.49▼$748.89P/E Ratio43.82Price Target$647.63Add to WatchlistWhen fundamentals are strong, as they are for Fabrinet NYSE: FN, and the market sells good news, investors may be looking at a classic buy-the-dip setup.
Fabrinet (FN) Q4 2026 Earnings Call Transcript
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