Is Now The Time To Put Fabrinet (NYSE:FN) On Your Watchlist?
Fabrinet (NYSE:FN) shows strong fundamentals, including a 21% annual EPS growth over three years and a 30% revenue increase to US$4.2 billion. Insiders hold a significant US$38 million worth of stock, aligning their interests with shareholders, and the CEO's compensation of US$12 million is considered reasonable for a company of its size. These factors suggest Fabrinet might be a worthwhile addition to an investor's watchlist.
Fabrinet Rides on Automation Boom: A Case for More Upside?
Fabrinet (FN) is experiencing significant growth due to the automation and AI boom, particularly benefiting from its role as a key manufacturing partner for advanced optical transceivers and high-performance computing (HPC) clusters. The company posted strong revenue increases in its Optical Communications and non-optical communications segments in Q3 fiscal 2026, driven by demand for advanced electronics. Other industrial players like TTM Technologies (TTMI) and TE Connectivity (TEL) are also benefiting from similar trends in automation, AI, and defense modernization, showcasing a broader industry shift.
Fabrinet Stock Tumbles as Investors Reprice Outlook
Fabrinet (FN) stock is currently experiencing volatility and a sell-off due to cautious fourth-quarter guidance, operational red flags like a sharp drop in operating cash flow, and increased capital spending. This downturn is exacerbated by a broader weakness in optical communications stocks and profit-taking after the company's recent earnings report, leading investors to reassess growth expectations amid a cooling interest in AI-driven optics.
Fabrinet Rides on Automation Boom: A Case for More Upside?
Fabrinet (FN) is benefiting significantly from the rapid expansion of automation and AI, positioning itself as a crucial manufacturing partner for advanced optical transceivers and high-performance computing. The company reported strong financial results in Q3 fiscal 2026, with substantial growth in Optical Communications and non-optical segments, and projects continued revenue growth. Fabrinet's specialized expertise and strategic positioning in an accelerating automation industry, alongside other players like TTM Technologies and TE Connectivity, suggest potential for further market upside.
Fabrinet (FN) Is Up 16.2% After Q3 Beat And Cautious Q4 Outlook - What's Changed
Fabrinet (FN) reported strong fiscal third-quarter 2026 results with US$1.21 billion in sales and US$125.21 million in net income, but its fourth-quarter guidance has prompted debate about its valuation given existing high expectations. The company's investment narrative still hinges on demand for optical and AI data center hardware, with customer concentration and valuation remaining key risks. Despite the strong performance, analysts warn that the stock's current price might reflect a rich multiple, making future earnings growth crucial.
Fabrinet (FN) Is Up 16.2% After Q3 Beat And Cautious Q4 Outlook - What's Changed
Fabrinet reported strong fiscal third-quarter 2026 results with significant increases in sales and net income, alongside EPS growth. Despite a cautious fourth-quarter outlook that has raised concerns about valuation, the company's core thesis remains unchanged, driven by demand for high-speed optical and AI data center hardware. The new guidance provides insight into potential supply constraint easing and earnings leverage, emphasizing that valuation is a key near-term factor given high expectations.
Fabrinet (FN) Surpasses Q3 Earnings and Revenue Estimates
Fabrinet (FN) reported Q3 earnings of $3.72 per share, exceeding the Zacks Consensus Estimate of $3.58, and revenues of $1.21 billion, surpassing estimates by 1.56%. The company has consistently beaten EPS and revenue estimates over the last four quarters, leading to a Zacks Rank #1 (Strong Buy) and significant stock performance of 55.2% year-to-date. Investors are now looking to future earnings guidance, with current consensus EPS at $3.80 for the next quarter and $13.67 for the current fiscal year.
Fabrinet (FN) Shares Fall 3.3% -- GF Value Says Still Overvalued
Fabrinet (FN) shares recently declined by 3.3% to $722.04, yet the stock remains significantly overvalued according to GuruFocus' GF Value, which estimates its fair value at $351.42. The company boasts strong financial strength, profitability, and growth with a GF Score of 86/100, but its valuation score is notably low at 1/10. Insider activity shows $1.2 million in share sales over the last three months with no buying, further signaling potential caution regarding its current premium valuation.
Fabrinet stock hits all-time high, reaching 734.79 USD By Investing.com
Fabrinet (FN) stock has reached an all-time high of $734.79, reflecting a 225.15% increase over the past year and a current market capitalization of $26.34 billion. Despite its strong performance and 29.79% revenue growth, InvestingPro analysis suggests the stock is overvalued with a P/E ratio of 62.59. The company recently reported record Q3 earnings with revenue of $1.214 billion and non-GAAP EPS of $3.72, driven by significant growth in telecom and data center interconnect sales.
A Look At Fabrinet (FN) Valuation After Strong Q3 Results And AI Data Center Demand
Fabrinet (FN) has reported strong Q3 results with increased sales and net income, driven by demand for high-speed optical components and DCI solutions due to AI workloads. Despite a significant stock price increase and trading near analyst targets, Simply Wall St assesses its fair value at $582, suggesting it might be overvalued. The article highlights strong growth prospects but also notes risks like customer concentration and supply chain constraints.
A Look At Fabrinet (FN) Valuation After Strong Q3 Results And AI Data Center Demand
Fabrinet (FN) recently reported strong Q3 results with increased sales and net income, alongside positive guidance, pushing its stock price up significantly. Despite a large one-year return, the company's valuation is considered overvalued at $696 per share compared to a fair value of $582, according to Simply Wall St's narrative. The demand for high-speed optical components driven by AI and data centers supports its growth, but risks include customer concentration and supply chain issues.
Precision Trading with Fabrinet (FN) Risk Zones
This article provides a precision trading analysis for Fabrinet (FN) with insights from AI models. It highlights weak near and mid-term sentiment but a strong long-term outlook, offering specific trading strategies with entry zones, targets, and stop losses for different risk profiles. The report also details multi-timeframe signal analysis indicating support and resistance levels.
$Fabrinet (FN.US)$ Hold two positions and see it through to 760[Chuckle]
The author, Li176, discusses holding two positions in Fabrinet (FN.US) with a target of 760. This is presented as a personal share and not investment advice, with a disclaimer that following the advice is at one's own risk. The post is part of a community discussion on moomoo.
Fabrinet (FN.US) Hold two positions and see it through to 760[Chuckle]
The article is a short post from a moomoo community user, Li176, expressing a bullish sentiment on Fabrinet (FN.US). The user states they hold two positions in the stock and intend to see it through to a target of 760. The post includes a disclaimer that it's not investment advice.
$Fabrinet (FN.US)$ Not bad
The article is a brief post from a Moomoo Community user, Li176, sharing a positive sentiment about Fabrinet (FN.US) with the phrase "Not bad." The post includes a disclaimer that it's for educational purposes only and not investment advice.
Fabrinet to Present at J.P. Morgan Conference
Fabrinet announced that its management will present at the J.P. Morgan 2026 Global Technology, Media and Communications Conference. The presentation is scheduled for Monday, May 18, 2026, at 11:05 a.m. EDT, with a live webcast available for those unable to attend in person. Fabrinet is a leading provider of advanced optical packaging and manufacturing services for complex products.
Fabrinet to Present at J.P. Morgan Conference
Fabrinet (NYSE: FN) announced that its management will present at the J.P. Morgan 2026 Global Technology, Media and Communications Conference in Boston, MA on May 18, 2026, at 11:05 a.m. EDT. A live webcast and replay of the presentation will be available on the company’s investor relations website. Fabrinet is a leading provider of advanced optical packaging and precision manufacturing services to OEMs of complex products.
11,800 Shares in Fabrinet $FN Purchased by Swedbank AB
Swedbank AB recently purchased a new stake of 11,800 shares in Fabrinet (NYSE:FN) valued at approximately $5.37 million during the fourth quarter. This acquisition is part of a broader trend of high institutional ownership in Fabrinet, with several other major investors like Vanguard and Wasatch Advisors also increasing their positions. The company is experiencing positive analyst sentiment and strong financial performance, including beating quarterly EPS and revenue estimates and achieving 39.3% year-over-year revenue growth.
F m Investments LLC Sells 2,713 Shares of Fabrinet $FN
F m Investments LLC reduced its stake in Fabrinet (NYSE:FN) by 19.4% in the fourth quarter, selling 2,713 shares and retaining 11,259 shares valued at $5.13 million. Despite this sale, analyst sentiment remains largely positive, with several firms raising price targets and ratings, resulting in a consensus "Moderate Buy" rating and an average price target of $661.75. Fabrinet recently reported strong quarterly results, surpassing earnings and revenue estimates, with significant year-over-year revenue growth.
Why Fabrinet (FN) Is Down 8.4% After Strong Q3 Beat And Upbeat Q4 Outlook - And What's Next
Fabrinet reported strong Q3 2026 results with increased sales and net income, alongside upbeat Q4 guidance, yet its stock fell 8.4%. The company is investing in semiconductor packaging and clean-room capacity to meet demand for high-speed optical and AI infrastructure, but faces ongoing risks from customer concentration and shifting manufacturing trends. Despite robust forecasts, analysts highlight potential threats from automation to Fabrinet's labor-intensive model.
Why Fabrinet (FN) Is Down 8.4% After Strong Q3 Beat And Upbeat Q4 Outlook - And What's Next
Fabrinet reported strong Q3 2026 results with increased sales and net income, and provided upbeat Q4 guidance, yet its stock fell 8.4%. The company is investing in semiconductor packaging and clean-room capacity to meet demand, but faces ongoing risks from customer concentration and shifting manufacturing trends. Analyst forecasts vary, with some highlighting potential threats to Fabrinet's labor-intensive model.
2,609 Shares in Fabrinet $FN Bought by RFG Advisory LLC
RFG Advisory LLC recently acquired 2,609 shares of Fabrinet (NYSE:FN) valued at approximately $1.19 million in the fourth quarter. The company has seen mixed but generally positive analyst sentiment, with upgraded ratings from Northland Securities and Zacks Research, though JPMorgan maintained a neutral stance. Fabrinet reported strong quarterly earnings, beating estimates with $3.72 EPS and a 39.3% year-over-year revenue increase to $1.21 billion.
Fabrinet falls after Q3 results, analysts mull Datacom supply constraints
Fabrinet (FN) shares have fallen following its Q3 results and Q4 outlook, prompting analysts to consider the impact of supply constraints, particularly in the Datacom sector. Despite the near-term challenges, analysts maintain optimistic long-term views on the company's prospects, especially given its strong position in AI infrastructure.
Are Computer and Technology Stocks Lagging Fabrinet (FN) This Year?
Fabrinet (FN) has significantly outperformed its sector and industry peers year-to-date, returning 37.5% compared to the Computer and Technology sector's 14.8% average. The company holds a Zacks Rank #1 (Strong Buy), with improving analyst sentiment for its earnings outlook. Another strong performer in the sector, Bandwidth (BAND), has seen even higher returns at 214.4%.
Fabrinet Expansion And Raytec Stake Shape Next Phase Of Growth
Fabrinet (NYSE:FN) is expanding its manufacturing capacity by building a new facility in Chonburi and acquiring a minority stake in Raytec Semiconductor. These strategic moves aim to align Fabrinet's operations with the increasing demand in optical communications and datacom, particularly for higher data rates and power efficiency. Investors should monitor these developments as they impact Fabrinet's long-term capacity, customer mix, and its role in next-generation optical platforms.
Fabrinet 2026 Q3 - Results - Earnings Call Presentation (NYSE:FN) 2026-05-07
Fabrinet (NYSE:FN) has released its Q3 2026 earnings call presentation, reporting an EPS of $3.72, which beat estimates by $0.16. The company's revenue for the quarter was $1.21 billion, marking a significant 39.29% year-over-year increase and beating analyst expectations by $26.38 million. This article was written by SA Transcripts, who publishes quarterly earnings call transcripts.
Fabrinet forecasts $1.25B-$1.29B Q4 revenue as datacom supply constraints persist
Fabrinet (FN) announced its financial outlook for the fourth quarter, projecting revenue between $1.25 billion and $1.29 billion. This forecast comes as the company continues to navigate persistent supply constraints within the datacom sector. Despite these challenges, Fabrinet anticipates strong demand for its products.
Fabrinet (FN) Revenue Beat Reinforces Bullish Growth Narratives Despite Margin Concerns
Fabrinet (FN) recently reported strong Q3 2026 results with US$1.2 billion in revenue and US$3.49 basic EPS, driven by significant growth in high-speed optical and data center solutions. Despite this bullish growth, the company faces concerns regarding its 9.9% net margin and the high proportion of non-cash earnings. Investors are weighing these factors against a high P/E ratio and the need for sustained growth to justify its current valuation.
UBS Group AG Lowers Stake in Fabrinet $FN
UBS Group AG reduced its stake in Fabrinet (NYSE:FN) by 8.0% in the fourth quarter, selling 8,254 shares. Despite this, Fabrinet delivered strong Q4 earnings, beating expectations with $3.72 EPS and $1.21 billion in revenue, and has a "Moderate Buy" consensus rating from analysts. The stock is trading near its 52-week high, with other institutional investors both increasing and decreasing their positions.
Fabrinet (NYSE:FN) Upgraded at Zacks Research
Zacks Research has upgraded Fabrinet (NYSE:FN) from a "hold" rating to a "strong-buy" rating. Several other analysts have also recently adjusted their ratings and price targets for FN, with the company currently holding a "Moderate Buy" consensus rating and an average target price of $661.75. Fabrinet recently reported strong quarterly earnings, beating analyst estimates for EPS and revenue, driven by demand in Optical/Telecom and HPC.
Principal Financial Group Inc. Has $85.54 Million Position in Fabrinet $FN
Principal Financial Group Inc. increased its stake in Fabrinet (NYSE:FN) by 4.0% in Q4, bringing its total holdings to 187,883 shares valued at $85.54 million. Fabrinet reported strong Q3 financial results with revenue up 39.3% to $1.21 billion and EPS of $3.72, exceeding analyst estimates. While analysts are generally bullish, with several raising price targets, concerns about datacom supply constraints and tight margins have also led to some cautious sentiment.
Fabrinet (FN) Revenue Beat Reinforces Bullish Growth Narratives Despite Margin Concerns
Fabrinet (FN) reported strong Q3 2026 results with US$1.2 billion in revenue and US$3.49 basic EPS, aligning with bullish growth narratives driven by demand in high-speed optical and data center solutions. Despite this, the company faces concerns regarding its 9.9% net margin, which is slightly lower than the previous year, and the quality of earnings due to a high share of non-cash components. The stock's high P/E ratio of 57.8x, significantly above the industry average, suggests the market is heavily banking on sustained high growth rates and margin expansion to justify its valuation.
Assessing Fabrinet (FN) Valuation After A 222.34% One Year Total Shareholder Return
Fabrinet (FN) has seen a significant 222.34% total shareholder return over the past year, with its stock price at $660.32. Despite this strong performance, Simply Wall St's analysis suggests Fabrinet is 13.4% overvalued, with a fair value estimate of $582.22, implying that market expectations are already high. The article highlights that strong demand for high-speed optical components due to global data traffic and AI workloads supports continued revenue growth but also points out risks such as customer concentration and supply chain bottlenecks.
Fabrinet Posts Record Q3, But Don't Thank Nvidia: Analyst
Fabrinet reported record fiscal third-quarter results with revenues up 39% year-on-year to $1.21 billion and earnings up 47.4% to $3.72 per share, beating consensus estimates. Rosenblatt and Needham analysts maintained Buy ratings, with Rosenblatt increasing its price target to $750. Despite the strong performance, analysts noted that Nvidia (NVDA) was not a key growth driver, with Datacom revenues contracting sequentially for Fabrinet.
Fabrinet Likely To Report Higher Q3 Earnings; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
Fabrinet (NYSE: FN) is expected to report higher Q3 earnings, with analysts forecasting $3.56 per share on revenues of $1.19 billion. Several analysts have revised their price targets ahead of the earnings call, with JP Morgan downgrading to Neutral and raising the price target to $700, while others like B. Riley Securities, Barclays, Rosenblatt, and Needham maintained or increased their price targets and ratings. The company's shares closed at $706.53 on Friday after beating Q2 earnings estimates.
Fabrinet falls after Q3 results, analysts mull Datacom supply constraints
Fabrinet (FN) shares dropped after its Q3 results due to Datacom supply constraints impacting growth. Analysts are assessing the short-term challenges posed by these supply issues, which have led to a more cautious outlook despite strong demand in the AI sector.
Fox Advisors Downgrades Fabrinet(FN.US) to Hold Rating
Fox Advisors has downgraded Fabrinet (FN.US) from a "Buy" to a "Hold" rating. The specific reasons for this downgrade are not provided in the given content.
Fabrinet's (FN) "Buy" Rating Reaffirmed at Needham & Company LLC
Needham & Company LLC has reaffirmed its "Buy" rating on Fabrinet (NYSE:FN) and set an $800 price target. Despite reporting Q3 results that beat expectations in EPS and revenue, the stock declined due to in-line Q4 guidance, a sharp drop in operating cash flow, increased capital expenditures, and notable insider selling. MarketBeat's consensus recommends a "Moderate Buy" with an average target of $664.25, reflecting mixed analyst sentiment.
Fabrinet (NYSE:FN) Q3 2026 Earnings Call Transcript
Fabrinet reported strong Q3 2026 earnings, exceeding revenue and EPS guidance with record figures of $1.214 billion and $3.72, respectively, driven by robust growth in Optical Communications and non-Optical Communications segments. The company highlighted significant progress in datacom with new hyperscaler and merchant programs, ongoing expansion of manufacturing capacity, and strategic investments in co-packaged optics (CPO) technology to support future growth. Despite some supply chain constraints in datacom, Fabrinet maintains an optimistic outlook for continued acceleration into fiscal year 2027.
Fabrinet 3Q 2026: Revenue $1.21B, EPS $3.45— 10-Q Summary
Fabrinet reported strong third-quarter 2026 results, with revenue increasing to $1.21 billion and diluted EPS rising to $3.45. This growth was fueled by increased demand in both optical and non-optical segments, particularly in optical communications which accounted for 74% of sales. The company is also expanding its manufacturing capacity and increasing inventory to meet future demand.
Fabrinet forecasts $1.25B-$1.29B Q4 revenue as datacom supply constraints persist
Fabrinet has projected its fourth-quarter revenue to fall between $1.25 billion and $1.29 billion, signaling continued strong demand. This forecast comes as the company navigates ongoing supply constraints in the datacom sector while experiencing robust growth in its artificial intelligence programs. The company's performance reflects its strategic position in high-growth technology markets.
Fabrinet Q3 FY2026 slides show 39% revenue growth, AI compute gains
Fabrinet reported record revenues of $1,214.3 million and non-GAAP EPS of $3.72 in Q3 FY2026, driven by a 39% year-over-year growth and significant portfolio diversification into artificial intelligence infrastructure. The company's strategic shift led to telecom optical communications becoming a dominant growth driver, with high-performance computing emerging as a major new segment. Fabrinet maintained strong profitability, demonstrating its operational discipline and financial strength with zero debt and substantial cash reserves, despite foreign exchange headwinds.
Fabrinet (FN) Stock Falls on Q3 2026 Earnings
Fabrinet (FN) reported its Q3 2026 earnings with revenue reaching $1.214 billion, a significant 541.3% year-over-year increase, but still slightly below consensus estimates. The stock fell 13.49% due to strong profitability gains on the income statement being offset by a sharp decline in operating cash flow and a substantial increase in capital spending. Insider trading activity shows notable sales, while institutional investors show mixed activity in their holdings.
Fabrinet: Fiscal Q3 Earnings Snapshot
Fabrinet (FN) reported strong fiscal third-quarter earnings, with net income reaching $125.2 million and adjusted earnings per share of $3.72, surpassing Wall Street expectations. The company also exceeded revenue forecasts, posting $1.21 billion for the period. Looking ahead, Fabrinet projects Q4 earnings per share between $3.72 and $3.87, and revenue ranging from $1.25 billion to $1.29 billion.
Fabrinet Likely To Report Higher Q3 Earnings; These Most Accurate Analysts Revise Forecasts Ahead Of Earn
Fabrinet is expected to report higher Q3 earnings, with analysts forecasting quarterly earnings of $3.56 per share and revenue of $1.19 billion. Several top analysts have revised their ratings and price targets for FN stock, with opinions ranging from Neutral to Buy, and accuracy rates between 72% and 85%. The company's shares closed at $706.53 on Friday after reporting strong Q2 results.
Oppenheimer Asset Management Inc. Sells 4,550 Shares of Fabrinet $FN
Oppenheimer Asset Management Inc. significantly reduced its stake in Fabrinet (NYSE:FN) by 34.4% in the fourth quarter, selling 4,550 shares and retaining 8,688 shares valued at $3.96 million. Despite this sale, Fabrinet continues to show strong performance, beating quarterly earnings estimates with revenue up 35.9% year-over-year, and analysts maintain a "Moderate Buy" rating with a $587.50 consensus price target. The company boasts high institutional ownership at 97.38%, with major firms like Vanguard and JPMorgan still holding substantial positions.
Fabrinet Q3 2026 Earnings Preview — May 4, Street Expects $3.56 EPS
Wall Street analysts anticipate strong growth for Fabrinet's third-quarter fiscal 2026 results, with consensus earnings per share of $3.56 on revenue of $1.19 billion. This represents a significant year-over-year increase in both earnings and revenue, driven by demand for advanced optical components and the company's strategic manufacturing position. Investors will be watching gross margin trends, capacity expansion, new program wins, and customer mix for further insights into the company's performance and future outlook.
Fabrinet Q3 2026 Earnings Preview — May 4, Street Expects $3.56 EPS
Fabrinet is expected to report robust third-quarter fiscal 2026 results on May 4, with analysts forecasting earnings of $3.56 per share on revenue of $1.19 billion. This represents a significant year-over-year increase in both EPS and revenue, reflecting strong demand for advanced optical components supporting AI workloads and data center infrastructure. The company's positioning in Thailand and its role in advanced optical manufacturing are contributing to investor optimism and its competitive advantage.
How Will Fabrinet Stock React To Its Upcoming Earnings?
Fabrinet (NYSE: FN) is scheduled to report earnings on Monday, May 4, 2026. Historically, FN has seen positive one-day post-earnings returns approximately 45% of the time over the last five years. The article provides a detailed analysis of historical 1-day, 5-day, and 21-day post-earnings returns, their correlations, and comparisons with peer performance to help traders anticipate stock reactions.
Fabrinet $FN Shares Acquired by M&T Bank Corp
M&T Bank Corp significantly increased its stake in Fabrinet (NYSE:FN) by 196.5% during the 4th quarter, now owning 2,345 shares worth $1,068,000. Other institutional investors also adjusted their holdings, with 97.38% of the company's stock owned by institutional investors and hedge funds. Fabrinet reported strong financial results, beating earnings per share estimates and showing a 35.9% year-over-year revenue increase, leading to a "Moderate Buy" consensus rating from analysts with an average target price of $587.50.
