Fabrinet Drops After Earnings Dragging Down Peers Like Marvell and Amphenol
Fabrinet (FN) shares crashed by 20% after its Q1 guidance implied a deceleration in growth, despite beating Q4 revenue and EPS expectations. This sell-off, combined with concerns over Anthropic's lower-than-expected ARR and rising Treasury yields, dragged down other AI hardware and optical connectivity stocks like Marvell Technology (MRVL), Amphenol (APH), Coherent (COHR), and Lumentum (LITE). The market reacted to the company's "good but decelerating" outlook and broader investor sentiment shifting against long-duration AI hardware names.
Fabrinet stock plunges 19%: Why investors are selling after Q4 beat
Fabrinet's stock plummeted 19.4% despite strong Q4 fiscal 2026 results, including higher-than-expected EPS and revenue. Investors reacted negatively to the company's future outlook, particularly concerns about the pace of its High-Performance Computing (HPC) ramp and Nvidia-related sales, indicating that market expectations for AI infrastructure growth were exceedingly high. While the longer-term AI opportunity remains intact with manufacturing expansion and new programs, the sell-off highlights the risk high-growth AI stocks face when expectations outpace even strong financial performance.
Fabrinet at Rosenblatt ai summit: growth broadens beyond nvidia
Fabrinet (FN) presented at Rosenblatt’s 6th Annual Technology Summit, highlighting rapid growth in data center optics, with its data center interconnect business reaching a $1 billion run rate by fiscal 2026. The company is expanding capacity significantly, expecting to reach $9.8 billion by early Q1 2027, and emphasized its strategy of remaining a pure-play contract manufacturer to foster customer relationships and diversify beyond its reliance on NVIDIA. Despite strong growth and expansion plans, Fabrinet noted weak gross profit margins compared to industry peers, partially offset by high returns on invested capital.
Stocks making the biggest moves premarket: Home Depot, Tesla, Fabrinet, Duolingo & more
Home Depot's shares rose after exceeding Q2 earnings and revenue expectations and reaffirming guidance. Tesla dipped following reports of an August launch for its Cybercab robotaxi. Fabrinet fell despite strong Q4 results and positive guidance due to anticipated Q1 2027 margin headwinds, while Duolingo gained after an analyst upgrade to "buy."
Fabrinet Stock 12‑Month Price Target Cut to $719.17, Implies 20% Upside
Fabrinet's average 12-month price target has been lowered by analysts from $732.44 to $719.17, with estimates ranging from $635 to $850 per share. Despite this reduction, the new target still suggests a 20% potential upside based on the Aug. 17 closing price. The consensus rating from 9 analysts remains a "Buy" with 5 Buys and 4 Holds.
Fabrinet Q4 2026: Record Revenue Up 45% on AI Optical Surge
Fabrinet (FN) reported a record Q4 2026 revenue of $1.316 billion, a 45% year-over-year increase, driven by strong AI optical demand, exceeding expectations for the fifth consecutive quarter. The company also surpassed non-GAAP EPS estimates and provided strong guidance for the September quarter, indicating continued acceleration. Fabrinet is investing heavily in capacity, with inventories and property, plant, and equipment significantly expanded, suggesting that capacity rather than orders is now the primary constraint.
Fabrinet earnings beat by $0.29, revenue topped estimates
Fabrinet (NYSE: FN) reported strong fourth-quarter results, beating analyst estimates for both EPS and revenue. The company posted an EPS of $4.10, surpassing the estimate of $3.81, and revenues of $1.32 billion against a consensus of $1.27 billion. Fabrinet also provided optimistic guidance for Q1 2027, projecting higher EPS and revenue than current analyst expectations.
Earnings Flash (FN) Fabrinet Reports Q4 Revenue $1.32B, vs. FactSet Est of $1.28B
Fabrinet (FN) reported its Q4 revenue at $1.32 billion, exceeding FactSet's estimate of $1.28 billion. The company's fiscal Q4 adjusted earnings and revenue both increased. Additionally, Fabrinet provided Q1 revenue guidance ranging from $1.38 billion to $1.43 billion and adjusted EPS guidance between $4.10 and $4.25 per share.
Fabrinet: Fiscal Q4 Earnings Snapshot
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Fabrinet Reports Record $1.316 Billion Fourth-Quarter Revenue
Fabrinet (NYSE: FN) announced record fourth-quarter fiscal 2026 revenue of $1.316 billion, a 45% increase year-over-year, with full fiscal year revenue reaching $4.64 billion. The company also provided strong first-quarter fiscal 2027 revenue guidance between $1.375 billion and $1.425 billion. The report highlights significant insider sales and active institutional and congressional trading in FN stock.
Fabrinet Reports Record Fourth Quarter and Fiscal 2026 Revenue Growth of 36%
Fabrinet announced record financial results for its fourth quarter and fiscal year ending June 26, 2026, with fourth-quarter revenue reaching $1.316 billion, a 45% increase year-over-year, and full fiscal year revenue up 36% to $4.64 billion. Non-GAAP earnings per diluted share hit an all-time high of $4.10 for the quarter. The company projects first-quarter fiscal year 2027 revenue between $1.375 billion and $1.425 billion, expressing optimism for continued growth.
Fabrinet (FN) Q4 Earnings and Revenues Top Estimates
Fabrinet (FN) reported strong Q4 earnings of $4.1 per share, surpassing the Zacks Consensus Estimate of $3.85, and revenues of $1.32 billion, also beating estimates. Despite outperforming the market year-to-date, the stock currently holds a Zacks Rank #4 (Sell) due to unfavorable estimate revisions, suggesting potential underperformance in the near future. Investors will be watching management's commentary and future earnings outlook closely.
Fabrinet earnings on deck as AI optical demand fuels growth
Fabrinet is set to report its Q4 and fiscal 2026 earnings, with analysts expecting significant growth driven by AI infrastructure demand. Investors will be looking for continued strong performance and guidance on how the company plans to sustain its rapid growth amidst increasing demand for optical interconnects and silicon photonics. The company's stock has seen substantial appreciation, reflecting high expectations from the market regarding its role in the AI supply chain.
European Markets Open; Canada CPI, Empire State Data and Fabrinet Earnings Drive Monday's Key Risk Events
European markets are open, and Wall Street is preparing for a potentially volatile Monday with key data releases including Canada's CPI and the Empire State Manufacturing Survey, both due at 14:30 CEST. These releases could significantly impact Federal Reserve rate hike expectations, currently at a 30% probability for September. Additionally, Fabrinet (NASDAQ:FN) will report earnings after US markets close, and BHP (ASX:BHP) will release full-year results early Tuesday in Melbourne, providing insights into the optical networking, AI supply chain, and mining sectors.
FN Gears Up to Report Q4 Earnings: What's in Store for the Stock?
Fabrinet (FN) is set to report its fiscal fourth-quarter 2026 earnings, with analysts expecting significant year-over-year growth in both revenue and earnings per share, driven by strong demand in Optical Communications and high-performance compute programs. Despite positive growth expectations, the company faces potential headwinds from component shortages and foreign exchange. The Zacks model indicates a potential earnings beat is less likely due to a Zacks Rank #4 (Sell), though the company has historically exceeded earnings estimates.
Fabrinet (FN) COO Harpal Gill gains 12,849 shares from PSU vesting
Fabrinet's President & COO, Harpal Gill, acquired 12,849 Ordinary Shares through the vesting of performance-based restricted share units (PSUs) on August 11, 2026. These PSUs, granted on August 22, 2024, vested because pre-established performance targets were exceeded and certified by the Compensation Committee. Concurrently, 6,933 shares valued at $525.88 per share were withheld to cover his tax liability.
Fabrinet (FN) EVP receives PSU shares; 3,263 shares withheld for taxes
Fabrinet EVP of Sales & Marketing, Edward T. Archer, acquired 6,047 ordinary shares from the vesting of performance-based restricted share units (PSUs) on August 11, 2026. Simultaneously, 3,263 shares were disposed of at $525.88 per share to cover his tax liability related to the PSU vesting. These PSUs were granted on August 22, 2024, and vested after performance targets were exceeded and certified by the compensation committee.
Fabrinet (FN) Heads To Rosenblatt AI Summit As Fair Value Debate Builds
Fabrinet (FN) is set to participate in the Rosenblatt 6th Annual Age of AI Technology Summit, which comes after a significant rebound in its share price. Despite a strong long-term performance, the stock's current valuation at around US$571.88 sparks debate, as its fair value is estimated at US$732.44, suggesting it is undervalued, yet its P/E ratio is higher than industry benchmarks. Investors are encouraged to review the company's valuation details, growth assumptions, and potential risks, such as customer concentration with NVIDIA and Cisco, before making investment decisions.
Redhawk Wealth Advisors Inc. Trims Position in Fabrinet $FN
Redhawk Wealth Advisors Inc. significantly reduced its stake in Fabrinet (NYSE:FN) by 90% in the second quarter, selling 4,200 shares and retaining 468 shares. Despite this, institutional ownership of Fabrinet remains very high at 97.38%, with other major investors like Price T. Rowe Associates and Wasatch Advisors increasing their positions. Fabrinet currently holds a "Moderate Buy" consensus rating from analysts with an average price target of $643.00, although some firms have recently downgraded their ratings or lowered price targets.
Wasatch Advisors LP Has $136.52 Million Stock Position in Fabrinet $FN
Wasatch Advisors LP significantly reduced its stake in Fabrinet (NYSE:FN) by 65.5% in the second quarter, selling 460,251 shares but still retaining 242,889 shares valued at $136.52 million. Despite this reduction, institutional investors collectively own 97.38% of Fabrinet. Analyst sentiment for Fabrinet remains "Moderate Buy" with an average price target of $643.00, exceeding its opening price of $526.97.
Earnings Preview: Fabrinet to Report Financial Results Post-market on August 17
Fabrinet (FN) is scheduled to release its financial results after the market closes on August 17. The company is expected to report earnings of $1.81 per share, which would be a year-over-year increase of 10.37%. Investors will be watching for details on revenue performance and future guidance.
Fabrinet schedules Aug. 18 fireside chat at AI summit
Fabrinet (FN) announced its management will participate in the Rosenblatt 6th Annual Age of AI Technology Summit, hosting a fireside chat on Tuesday, August 18, 2026, at 1:00 p.m. EDT. The event will be available via live and replay webcasts on the company's investor relations website. This follows a mixed historical performance of past investor events, with the upcoming August 17 earnings release also being a separate catalyst for investors to watch.
Fabrinet to Present at the Rosenblatt 6th Annual Age of AI Technology Summit
Fabrinet announced that its management will present at the Rosenblatt 6th Annual Age of AI Technology Summit. The fireside chat is scheduled for Tuesday, August 18, 2026, at 1:00 p.m. EDT. A live webcast and replay will be available on the company's investor relations website.
Bank of America Corp DE Has $65.55 Million Position in Fabrinet $FN
Bank of America Corp DE increased its stake in Fabrinet (NYSE:FN) by 40.8% in the first quarter, now holding 125,683 shares valued at approximately $65.55 million. Institutional investors own 97.38% of Fabrinet's shares, with analysts giving the stock a "Moderate Buy" consensus rating and an average price target of $643.00. The article also notes recent insider selling by a director and outlines Fabrinet's price performance and company profile.
Fabrinet (FN) Stock Looks Fully Priced As Growth Expectations Stay High
Fabrinet (FN) has seen a significant 389.1% return over the past 5 years, but its current share price of US$455.94 appears overvalued based on a Discounted Cash Flow (DCF) estimate, which suggests an intrinsic value of about $315 per share. While earnings-based valuations indicate the stock is closer to being fairly priced, the DCF analysis implies a 44.6% overvaluation, suggesting the market is anticipating strong future growth to justify the current price. Investors should consider whether the company can sustain the necessary cash generation to meet these high expectations.
Do Fabrinet’s (FN) Mixed Earnings Signals Clarify or Cloud Its Long-Term Growth Narrative?
Fabrinet (FN) is attracting attention ahead of its June 2026 quarterly results, with analysts anticipating higher year-over-year earnings. Despite a positive Earnings ESP, a Zacks Rank of #4 indicates investor uncertainty. The company's growth narrative relies on its role in high-speed optical and AI infrastructure, but faces risks from customer concentration and supply chain pressures, especially given its dependence on major clients like NVIDIA and Cisco.
Here’s How Much You Would Have Made Owning Fabrinet Stock In The Last 10 Years
Fabrinet (NYSE: FN) has significantly outperformed the market over the last decade, with an annualized return of 29.56%, surpassing the market by 16.06%. An initial investment of $1000 in FN stock 10 years ago would now be worth over $12,500. This demonstrates the powerful effect of compounded returns on investment growth over time.
Fabrinet shares may swing 12% on Aug. 17 earnings release
Fabrinet shares are predicted to swing by 12% following its earnings release on August 17, according to options data. Historically, the stock's actual movement has often differed from the implied volatility suggested by options trading, sometimes exceeding and other times falling short of the expected change. Investors should note this historical volatility when anticipating the upcoming earnings announcement.
Fabrinet shares may swing 12% on Aug. 17 earnings release By Investing.com
Fabrinet shares are predicted to swing by 12% following its earnings release on August 17, based on options data. Historically, the stock's actual movement has often differed from options-implied swings, with some instances showing larger or smaller moves than predicted. Investors should be aware of this historical volatility when the company reports its upcoming earnings.
Fabrinet $FN Shares Acquired by Quantinno Capital Management LP
Quantinno Capital Management LP significantly increased its stake in Fabrinet (NYSE:FN) by 130.8% in the first quarter, now owning 7,039 shares valued at $3.67 million. Institutional investors collectively hold 97.38% of the company's stock. Fabrinet, trading at $561.84 with a market cap of $20.13 billion, holds a "Moderate Buy" consensus rating from analysts with an average price target of $643.00, despite a recent insider sale by director Homa Bahrami.
Amundi Purchases 5,299 Shares of Fabrinet $FN
Amundi increased its stake in Fabrinet (NYSE:FN) by 301.1% in the first quarter, acquiring 5,299 additional shares, bringing its total holdings to 7,059 shares valued at $3.68 million. Fabrinet reported strong quarterly earnings with an EPS of $3.72 and revenue of $1.21 billion, surpassing analyst estimates. Despite some analyst downgrades, the company maintains a "Moderate Buy" consensus rating with an average price target of $643.00.
Fabrinet (FN) Stock Forecasts
Argus has raised its target price for Fabrinet (FN) stock to $610.00, up from its previous rating. Fabrinet provides optical packaging and manufacturing services for complex products like optical communication components and industrial lasers. The current price of FN is $565.00.
Fabrinet (FN) Capacity Expansion Story Meets A Wide Fair Value Debate
Fabrinet (FN) has experienced recent stock volatility, including a 26% gain in the past week, sparking debate over its fair value. While one narrative suggests the company is 28.7% undervalued at $732.44 due to capacity expansion and AI opportunities, another SWS DCF model indicates it might be expensive at $522.22, implying a future cash flow value of $313.29. The article highlights key risks like customer concentration and supply chain issues, advising investors to assess these mixed signals independently.
Fabrinet Stock Climbs As Traders Brace For 2026 Earnings
Fabrinet (FN) shares surged 16.47% as the company prepared to release its Q4 and full fiscal year 2026 financial results, driven by strong earnings and AI-related demand. Traders are closely watching for the upcoming earnings call, as the stock's premium valuation means any slowdown could significantly impact its price. Despite a recent strong run, the lack of preliminary numbers or guidance keeps expectations balanced, making the earnings release a critical "reversion or continuation" moment for the stock.
Empowered Funds LLC Sells 4,072 Shares of Fabrinet $FN
Empowered Funds LLC significantly reduced its stake in Fabrinet (NYSE:FN) by selling 4,072 shares, decreasing its holdings by 40.3% in the first quarter. This transaction values their remaining 6,024 shares at $3.14 million. The article also details other institutional investor activities, analyst ratings, and Fabrinet's recent financial performance and insider trading.
Fabrinet (FN) Stock Looks Fully Priced As Growth Expectations Stay High
Fabrinet's stock has seen a significant 389.1% return over the past five years, but its current price of US$455.94 is above its intrinsic value estimated by a Discounted Cash Flow (DCF) model, suggesting it's overvalued by 44.6%. While earnings-based valuations show the stock as closer to fairly priced compared to industry peers, the DCF analysis indicates that the market is expecting substantial future growth to justify the current share price. This creates a high bar for the company's future cash generation and capital efficiency.
Why Fabrinet (FN) Stock Is Up Today
Fabrinet (FN) stock is experiencing an increase today. The article details the reasons behind this positive movement in the company's stock value. Further analysis of the company's performance and market factors are discussed.
California State Teachers Retirement System Increases Stock Position in Fabrinet $FN
The California State Teachers Retirement System increased its holdings in Fabrinet (NYSE:FN) by 23.0% during the first quarter, purchasing an additional 7,819 shares and bringing their total to 41,747 shares valued at $21.77 million. Other institutional investors also adjusted their positions in the technology company. Fabrinet reported strong financial results for the last quarter, beating analyst estimates for earnings per share and showing significant revenue growth, and analysts have a "Moderate Buy" rating with an average price target of $643.00.
Argent Capital Management LLC Buys 2,817 Shares of Fabrinet $FN
Argent Capital Management LLC increased its stake in Fabrinet by 21% in the first quarter, purchasing an additional 2,817 shares, bringing their total holdings to 16,211 shares valued at $8.45 million. Fabrinet reported strong quarterly earnings of $3.72 per share, exceeding analyst estimates, and revenue growth of 39.3% year-over-year. Despite a recent sale by a company director, institutional investors hold a significant portion of the stock, and analysts maintain a "Moderate Buy" consensus with a price target of $643.
Cetera Investment Advisers Has $11.20 Million Stake in Fabrinet $FN
Cetera Investment Advisers increased its stake in Fabrinet (FN) by 49.9% in the first quarter, bringing its total holdings to 21,474 shares valued at $11.2 million. Fabrinet reported strong quarterly results, with revenue up 39.3% year-over-year and earnings beating analyst estimates. Despite mixed analyst ratings, the consensus remains a "Moderate Buy" with an average price target of $643.
Fabrinet buys Santa Clara office complex for $77M
Fabrinet, a global optical and electronic manufacturing firm, has purchased a three-building office complex in Santa Clara for $76.9 million. The acquisition includes properties at 2903, 2933 Bunker Hill Lane and 5200 Great America Parkway. This is one of several large real estate deals recently seen in the area.
Tech company bets on Santa Clara with $77M office complex purchase
Electronics manufacturer Fabrinet has purchased a three-building office complex in Santa Clara for $76.9 million in an all-cash deal, significantly expanding its real estate holdings in Silicon Valley. This acquisition quadruples Fabrinet's space in the city and positions it among other tech giants like Apple, Google, and Nvidia, which have also been investing heavily in office real estate in the South Bay area recently. The move comes as office vacancy rates in Silicon Valley are beginning to decline.
Tech company buys South Bay campus in deal that could enable expansion
Fabrinet, an electronics manufacturer, has acquired a three-building tech campus in Santa Clara for $76.9 million in cash. This acquisition significantly expands Fabrinet's footprint in the South Bay, providing ample space for potential future growth of its local operations. The deal highlights a trend of tech companies investing in physical expansion in the region.
Fabrinet (FN) Shares Fall 4.5% -- GF Value Says Still Overvalued
Fabrinet (FN) shares recently dropped 4.5%, with the stock trading at $449.72. According to GuruFocus's GF Value, the stock is currently 20.6% overvalued compared to its intrinsic value of $372.88
BlackRock, Inc. (NYSE: FN) discloses 3.85M Fabrinet shares in 13G/A
BlackRock, Inc. has filed an amended Schedule 13G/A, reporting a beneficial ownership of 3,852,554 shares of Fabrinet (NYSE: FN) common stock, which represents 10.8% of the outstanding class. The filing details that BlackRock holds sole voting power over 3,673,246 shares and sole dispositive power over all 3,852,554 shares, with no shared voting or dispositive power. The disclosure specifies that while various clients have rights to dividends or sale proceeds, no single client holds more than five percent of Fabrinet's common shares.
Polar Asset Management Partners Inc. Takes Position in Fabrinet $FN
Polar Asset Management Partners Inc. has acquired a new stake in Fabrinet (NYSE:FN) during the first quarter, purchasing 5,685 shares valued at approximately $2.97 million. Institutional investors and hedge funds collectively own 97.38% of the company, with several other major investors also adjusting their positions. Despite exceeding quarterly earnings expectations, Fabrinet's shares opened significantly below their 52-week high, while analyst sentiment remains a "Moderate Buy" with an average price target of $643.
Rokos Capital Management LLP Takes $31.75 Million Position in Fabrinet $FN
Rokos Capital Management LLP has acquired a new stake in Fabrinet (NYSE:FN) worth approximately $31.75 million, representing 0.17% of the company. Institutional investors and hedge funds now collectively own 97.38% of Fabrinet. The company recently reported strong quarterly earnings, beating estimates, and analysts maintain a "Moderate Buy" rating with an average target price of $643.00, despite the stock trading below its 12-month high.
Fabrinet Sets 5 p.m. EDT Webcast to Discuss Fiscal 2026 Results
Fabrinet (NYSE: FN) will release its fourth quarter and fiscal year 2026 financial results after market close on Monday, August 17, 2026. The company will host a conference call and webcast at 5:00 p.m. EDT on the same day to discuss the results. A recorded webcast will be available approximately two hours after the call on Fabrinet’s investor website.
Fabrinet to report Q4 and FY 2026 results on August 17 with a live webcast.
Fabrinet announced it will release its financial results for the fourth quarter and fiscal year 2026 on August 17, 2026, after market close. The company will also hold a conference call and webcast at 5:00 p.m. EDT to discuss the results. Fabrinet is a leading provider of advanced optical and electronic manufacturing services.
Dimensional Fund Advisors LP Lowers Stake in Fabrinet $FN
Dimensional Fund Advisors LP has reduced its stake in Fabrinet by 9.8% in the first quarter, selling 28,504 shares and retaining 262,765 shares valued at approximately $137 million. Despite this reduction, institutional investors collectively own 97.38% of the company. Fabrinet reported strong quarterly earnings, beating analyst estimates with $3.72 EPS and advocating a "Moderate Buy" consensus rating among analysts, with an average price target of $643.
