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

1,133 Followers

FN Stock Chart & Stats

$689.89
-$0.43(-0.19%)
At close: 4:00 PM EST
$689.89
-$0.43(-0.19%)

Bulls Say, Bears Say

Bulls Say
Revenue Growth And ScaleSustained multi-year revenue expansion to $4.24B TTM indicates strong secular demand and program scale. Larger revenue base supports operating leverage, spreads fixed costs, funds R&D and capacity builds, and reduces single-program dependency over a 2–6 month horizon.
Conservative Balance SheetExtremely low leverage and growing equity provide durable financial flexibility to fund capacity, investments, and withstand cyclical swings. Minimal debt limits refinancing risk and preserves ability to invest in capital-intensive optical manufacturing programs over the medium term.
Program Wins And Capacity ExpansionSecuring hyperscaler and merchant datacom transceiver programs plus large planned capacity expansion materially strengthens market position. It supports durable revenue runway, faster qualification-to-volume conversion, and scale advantages that sustain competitive differentiation in optical manufacturing.
Bears Say
Weakened Free Cash FlowA pronounced decline in free cash flow reduces near-term financial flexibility to fund capex, M&A or buybacks without drawing on cash reserves. If sustained, weaker FCF increases reliance on working-capital management and could constrain discretionary investments during critical ramp periods.
Persistent Supply-Chain ConstraintsOngoing shortages of lasers, memory and ASICs limit ability to convert strong backlog into revenue. Persistent supply constraints can delay program ramps, elongate qualification cycles, and weaken customer relationships or share gains if competitors or customers re-source long-term.
Margin Pressure From Ramps And FXSequential margin compression tied to FX and rapid program ramps may persist until yields and supply stabilize. Lower gross margins reduce operating leverage benefits from revenue growth and may require either pricing power or structural cost improvements to restore prior margin levels.

Fabrinet News

FN FAQ

What was Fabrinet’s price range in the past 12 months?
Fabrinet lowest stock price was $272.49 and its highest was $748.89 in the past 12 months.
    What is Fabrinet’s market cap?
    Fabrinet’s market cap is $17.94B.
      When is Fabrinet’s upcoming earnings report date?
      Fabrinet’s upcoming earnings report date is Aug 24, 2026 which is in 46 days.
        How were Fabrinet’s earnings last quarter?
        Fabrinet released its earnings results on May 04, 2026. The company reported $3.72 earnings per share for the quarter, beating the consensus estimate of $3.558 by $0.162.
          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 3.81.
              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 $3.72 in its last earnings report, beating expectations of $3.558. Following the earnings report the stock price went down -8.008%.
                  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

                    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 FN earnings summaries

                    FN Stock 12 Month Forecast

                    Average Price Target

                    $763.67
                    ▲(10.69% Upside)
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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":449.59,"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              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":455.28,"date":1767225600000,"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

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                    34.10% Public Companies and Individual Investors
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