Fabrinet (FN) stock dove on Tuesday following the release of the optical and electro-mechanical manufacturing company’s Fiscal Q4 2025 earnings report. This report started with adjusted earnings per share of $2.65, which came in just above Wall Street’s estimate of $2.64. It was also up 9.96% year-over-year from $2.41 per share.
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Fabrinet’s Fiscal Q4 2025 earnings report also included record revenue of $909.7 million, another beat next to analysts’ estimate of $883.06 million. This also represented a 20.76% increase year-over-year from $753.3 million. Fabrinet CEO Seamus Grady attributed this strong revenue gain to “growing demand across all areas of our business.”
Despite the strong Fiscal Q4 2025 beats, shares of Fabrinet stock were down 11.96% in pre-market trading on Tuesday, following a 0.81% dip yesterday. Even so, the shares were still up 48.77% year-to-date and 22.06% over the past 12 months.
Fabrinet Guidance
Fabrinet provided guidance for Fiscal Q1 2026 in its latest earnings report. The company expects adjusted EPS to range from $2.75 to $2.90 on revenue of $910 million to $950 million, resulting in midpoints of $2.82 per share and revenue of $930 million. For comparison, Wall Street’s estimates for the period include adjusted EPS of $2.81 and revenue of $929.9 million.
Fabrinet Chief Financial Officer Csaba Sverha highlighted potential headwinds for Fiscal Q1 2026. The executive warned of “pressure on the near-term gross margin.” However, Sverha also pointed out the company’s strong Fiscal Q4 2025 performance.
Is Fabrinet Stock a Buy, Sell, or Hold?
Turning to Wall Street, the analysts’ consensus rating for Fabrinet is Moderate Buy, based on four Buy and two Hold ratings over the past three months. With that comes an average FN price target of $334.80, representing a potential 2.35% upside for the shares. These ratings and price targets will likely change after today’s earnings report.
