Price
$432.71-10.37%Social Signal Score
Analyst Ratings
24 analysts52-week range
- Last close
- $432.71
- Off 52w high
- -42.0%
- 200-day average
- $536.95
- vs 200-day
- -19.4%
Revenue
$1.32B+296.27%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Seamus Grady
- Sector
- Technology
- Industry
- Hardware, Equipment & Parts
- Employees
- 21,521
- Beta
- 1.21
- Country
- KY
- Piotroski score
- 6 / 9 (Middling)
- Altman Z-score
- 9.96
Financials
Revenue
$1.32B+296.3%Net Income
$142.22M+524.7%EBITDA
$152.29M+389.3%Free Cash Flow
$-38.08MEPS (diluted)
$3.83+527.9%Shares Outstanding (diluted)
36.25M-2.9%Operating Expenses
$23.43MCash & Debt
$875.05MReturn of Capital
$1.07MRevenue by Segment (annual)
$2.62BQuote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2026 | $4.64B | $473.03M | $13.21 |
| 2025 | $3.42B | $332.53M | $9.23 |
| 2024 | $2.88B | $296.18M | $8.17 |
| 2023 | $2.65B | $247.91M | $6.79 |
| 2022 | $2.26B | $200.38M | $5.43 |
| 2021 | $1.88B | $148.34M | $4.02 |
| 2020 | $1.64B | $113.48M | $3.07 |
| 2019 | $1.58B | $120.95M | $3.29 |
| 2018 | $1.37B | $84.17M | $2.26 |
| 2017 | $1.42B | $97.11M | $2.63 |
| 2016 | $976.75M | $61.90M | $1.73 |
| 2015 | $773.59M | $43.64M | $1.23 |
| 2014 | $677.85M | $91.73M | $2.63 |
| 2013 | $641.54M | $68.97M | $2.00 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from FN's reported EPS growth of 15.6% a year over 13 years.
- EPS in 5 years
- $27.27
- Implied price
- $1,091
- Return from $453.84
- 19.2% a year
To earn 15.0% a year on these assumptions you'd need to buy at $542.23 — today's price is already 16.3% below that.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 28 | 34 | 40 | 46 | 52 |
|---|---|---|---|---|---|
| 5.6% | 1.4% | 5.4% | 8.9% | 11.9% | 14.7% |
| 10.6% | 6.2% | 10.4% | 14.0% | 17.2% | 20.2% |
| 15.6% | 11.0% | 15.4% | 19.2% | 22.5% | 25.6% |
| 20.6% | 15.8% | 20.3% | 24.3% | 27.8% | 31.0% |
| 25.6% | 20.6% | 25.3% | 29.5% | 33.1% | 36.5% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
70+40.00%Social Signal Score
Mentions (27)
- Newszacks.com·10d ago·Positive
Fabrinet Drops 13% YTD: Should You Buy the Stock at the Dip? FN's 12.5% YTD slide reflects customer concentration, margin pressure and high spending, even as AI data-center demand fuels growth.
View source ↗ - Newsseekingalpha.com·16d ago·Positive
Fabrinet: A Strong AI Infrastructure Play With Improving Valuation Fabrinet is positioned to benefit from surging AI and data center demand, driving robust optical manufacturing growth. FN's aggressive capacity expansion, supported by a strong balance sheet and no debt, underpins its ability to capture future demand. Operating leverage and accelerating EPS growth have compressed FN's valuation, making shares attractive after a sharp correction.
View source ↗ - Newsseekingalpha.com·16d ago·Negative
Fabrinet: AI Growth Is Just Getting Started Fabrinet delivered 45% Q4 FY2026 revenue growth, driven by surging AI data center demand, with Data Center revenue up 68%. At $380, FN trades at 21x FY2027 EPS, but valuation improves to 17x FY2028 and 13x FY2029 on accelerating earnings growth. DCI and customer diversification are key growth drivers, while capacity expansions could push production to $9.8 billion by early 2027.
View source ↗ - Newszacks.com·19d ago·Neutral
Fabrinet (FN) Down 22.3% Since Last Earnings Report: Can It Rebound? Fabrinet (FN) reported earnings 30 days ago. What's next for the stock?
View source ↗ - Newsmarketbeat.com·21d ago·Positive
Fabrinet, Dycom and Qualcomm: 3 AI Fallen Angels Wall Street Just Marked Down Two weeks in, September is already doing what September usually does. The S&P 500 drifted lower toward its 21-day moving average, the AI trade lost its footing, and several companies that had just posted double-digit earnings beats got sold anyway.
View source ↗ - Newszacks.com·39d ago·Positive
Wall Street Analysts See a 64.05% Upside in Fabrinet (FN): Can the Stock Really Move This High? 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.
View source ↗ - Newsfool.com·45d ago·Positive
Why Fabrinet Shed Nearly A Quarter of Its Value This Week Fabrinet beat on its fourth quarter earnings report. The company also guided above consensus for the current quarter.
View source ↗ - Newsmarketbeat.com·46d ago·Positive
Fabrinet Sees AI Optical Demand Fueling Years of Growth, Expands Capacity 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.
View source ↗ - Newsfool.com·48d ago·Positive
Why Fabrinet Stock Just Plummeted Fabrinet's Q4 results and forward guidance generally looked quite strong. Investors are concerned about high capital expenditures eating into free cash flow.
View source ↗ - Newsseekingalpha.com·48d ago·Positive
Fabrinet (FN) Presents at Rosenblatt's 6th Annual Technology Summit: The Age of AI (Part II) Transcript Fabrinet (FN) Presents at Rosenblatt's 6th Annual Technology Summit: The Age of AI (Part II) Transcript
View source ↗ - News247wallst.com·48d ago·Neutral
Fabrinet Drops After Earnings Dragging Down Peers Like Marvell and Amphenol 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.
View source ↗ - Newszacks.com·48d ago·Positive
Fabrinet Q4 Earnings Beat Estimates on Strong Data Center Growth FN's Q4 earnings and revenues beat estimates as data center sales surge 68%, with DCI topping a $1 billion annualized run rate.
View source ↗ - Newsbenzinga.com·48d ago·Neutral
Citadel Advisors and Millennium Boosted Fabrinet Stakes in Q2 as AI Demand Accelerated Citadel Advisors and Millennium Management made notable additions to their Fabrinet (NYSE:FN) positions during the second quarter, according to the latest Form 13F filings.
View source ↗ - Newsseekingalpha.com·48d ago·Neutral
Fabrinet: I Expected This Selloff (Rating Upgrade) 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.
View source ↗ - Newszacks.com·48d ago·Positive
FN Q4 Earnings Call Highlights Data Center Growth and Capacity Fabrinet sees data center demand, new transceiver ramp-up and added capacity supporting another strong growth year, with visibility into fiscal 2027 and beyond.
View source ↗ - Newsmarketbeat.com·48d ago·Neutral
Fabrinet's Sell-Off May Prove It Is One of AI's Most Misunderstood Stocks 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.
View source ↗ - Newsbenzinga.com·49d ago·Negative
Cisco, Nvidia, Amazon and Nokia: The Customer List Behind Fabrinet's AI Boom Fabrinet‘s (NYSE:FN) fiscal fourth quarter earnings offered more than another record quarter—they revealed just how deeply the company is embedded in the AI infrastructure buildout.
View source ↗ - Newsbenzinga.com·49d ago·Neutral
Fabrinet, IQIYI, Hesai Group And Other Big Stocks Moving Lower In Tuesday's Pre-Market Session U.S. stock futures were lower this morning, with the Nasdaq 100 futures falling around 1% on Tuesday.
View source ↗ - Newsseekingalpha.com·49d ago·Positive
Fabrinet (FN) Q4 2026 Earnings Call Transcript Fabrinet (FN) Q4 2026 Earnings Call Transcript
View source ↗ - Newsmarketbeat.com·49d ago·Neutral
Fabrinet Q4 Earnings Call Highlights Fabrinet NYSE: FN reported record fourth-quarter results for fiscal 2026, with revenue rising 45% year over year to $1.316 billion and non-GAAP earnings per share reaching $4.10, above the company's guidance range. The fiscal fourth quarter ended June 26, 2026.
View source ↗ - Newszacks.com·49d ago·Positive
Fabrinet (FN) Q4 Earnings and Revenues Top Estimates Fabrinet (FN) came out with quarterly earnings of $4.1 per share, beating the Zacks Consensus Estimate of $3.85 per share. This compares to earnings of $2.65 per share a year ago.
View source ↗ - Newsglobenewswire.com·49d ago·Neutral
Fabrinet Announces Fourth Quarter and Fiscal Year 2026 Financial Results BANGKOK, Aug. 17, 2026 (GLOBE NEWSWIRE) -- Fabrinet (NYSE: FN), a leading provider of advanced optical packaging and precision optical, electro-mechanical and electronic manufacturing services to original equipment manufacturers of complex products, today announced its financial results for its fourth quarter and fiscal year ended June 26, 2026.
View source ↗ - Newsbenzinga.com·50d ago·Neutral
XP, Fabrinet And 3 Stocks To Watch Heading Into Monday With U.S. stock futures trading mixed this morning on Monday, some of the stocks that may grab investor focus today are as follows:
View source ↗ - Newszacks.com·52d ago·Positive
FN Gears Up to Report Q4 Earnings: What's in Store for the Stock? Fabrinet is set to report Q4 results on Aug. 17, with strong Telecom and DCI demand offset by persistent supply constraints.
View source ↗ - Newsfool.com·53d ago·Negative
Fabrinet's COO Sells Nearly 7,000 Shares for $3.6 Million. Here's What That Means for Investors. The transaction involved 6,933 shares with an estimated value of ~$3.6 million based on the August 11, 2026 valuation price. The disposition represents a 26% reduction in the insider's direct equity holdings.
View source ↗ - Newsglobenewswire.com·55d ago·Neutral
Fabrinet to Present at the Rosenblatt 6th Annual Age of AI Technology Summit BANGKOK, Aug. 11, 2026 (GLOBE NEWSWIRE) -- Fabrinet, a leading provider of advanced optical packaging and precision optical, electro-mechanical and electronic manufacturing services to original equipment manufacturers of complex products, today announced that its management will present at the Rosenblatt 6th Annual Age of AI Technology Summit.
View source ↗ - Newszacks.com·56d ago·Neutral
Fabrinet (FN) Earnings Expected to Grow: What to Know Ahead of Next Week's Release Fabrinet (FN) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
View source ↗
Earnings
Mon, Nov 2(in 4 weeks)
Consensus estimate $4.19 per share
Typical surprise +3.5% (median, so one quarter with a near-zero estimate can't distort it)
- Mon, Aug 17$4.10 vs $3.81beat
- Mon, May 4$3.72 vs $3.56beat
- Mon, Feb 2$3.36 vs $3.26beat
- Mon, Nov 3$2.92 vs $2.82beat
- Mon, Aug 18$2.65 vs $2.64beat
- Mon, May 5$2.52 vs $2.47beat
Estimates and results for FN via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by FN officers and directors.
- Bought
- —
- Sold
- $45.5m
0 trades
43 trades
- Archer Edward T.sold
- Archer Edward T.sold
- Bahrami Homasold
- Kelly Thomas Fsold
- Kelly Thomas Fsold
- Kelly Thomas Fsold
- Kelly Thomas Fsold
- Knight Darlene S.sold
57 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Gilbert Ray Cisneroshouse · CA31 · disclosed Sep 7, 2026 (53d later)Sell$15,001 - $50,000
- Josh S. Gottheimerhouse · NJ05 · disclosed Aug 11, 2026 (28d later)Sell$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Jun 9, 2026 (36d later)Buy$1,001 - $15,000
- Josh S. Gottheimerhouse · NJ05 · disclosed Jun 4, 2026 (34d later)Buy$1,001 - $15,000
- Josh S. Gottheimerhouse · NJ05 · disclosed Apr 9, 2026 (16d later)Buy$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Apr 8, 2026 (12d later)Buy$15,001 - $50,000
- Lisa C. McClainhouse · MI09 · disclosed Nov 24, 2025 (25d later)Buy$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Nov 24, 2025 (24d later)Sell$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Nov 24, 2025 (25d later)Sell$1,001 - $15,000
- Markwayne Mullinsenate · OK · disclosed Aug 12, 2025 (586d later)Sell$1,001 - $15,000
- Markwayne Mullinsenate · OK · disclosed Aug 12, 2025 (599d later)Sell$1,001 - $15,000
- Markwayne Mullinsenate · OK · disclosed Jul 30, 2025 (939d later)Buy$1,001 - $15,000
- Markwayne Mullinsenate · OK · disclosed Jan 26, 2024 (35d later)Sell$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Dec 14, 2023 (43d later)Buy$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Dec 14, 2023 (22d later)Sell$15,001 - $50,000
- Michael T. McCaulhouse · TX10 · disclosed Dec 14, 2023 (43d later)Buy$15,001 - $50,000
- Michael T. McCaulhouse · TX10 · disclosed Dec 14, 2023 (22d later)Sell$15,001 - $50,000
- Daniel Goldmanhouse · NY10 · disclosed Aug 13, 2023 (32d later)Sell$15,001 - $50,000
- Michael T. McCaulhouse · TX10 · disclosed Jun 22, 2023 (42d later)Buy$15,001 - $50,000
- Michael T. McCaulhouse · TX10 · disclosed Jun 22, 2023 (42d later)Buy$15,001 - $50,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.