Fabrinet (FN) Stock Up 6.4% but GF Value Says Overvalued -- GF S
Fabrinet (FN) shares rose 6.4% to $451.44, but GuruFocus's GF Value indicates it is 7.7% overvalued compared to its intrinsic value of $419.31. Despite a strong GF Score of 98/100, reflecting exceptional financial strength, profitability, and growth, the valuation and significant insider selling suggest caution for potential investors.
Net income before discontinued operations of Fabrinet – HAN:FAN
This article provides financial data for Fabrinet (HAN:FAN) focusing on its net income before discontinued operations. The content is primarily a data placeholder from TradingView, indicating no trades and a closed market for the stock on the Hannover Stock Exchange.
ETFs Investing in Fabrinet Stocks
This article provides a comprehensive list of Exchange Traded Funds (ETFs) that hold Fabrinet (FAN) stocks, sorted by market value. It details various ETFs from issuers like BlackRock, Vanguard, and State Street, including their weight of FAN stock, management style, expense ratio, and AUM. The data aims to help investors understand the accessibility and potential benefits of investing in stocks through ETFs.
Fabrinet (FN) Expands Capacity For AI Optics, Is The Stock A Bargain?
Fabrinet (FN) is gaining investor attention due to its capacity expansion plans for AI-driven data centers and next-generation optical technologies. Despite recent short-term share price volatility, longer-term returns have been strong. While one analysis suggests Fabrinet is 43% undervalued, another view based on discounted cash flow indicates it might be slightly overvalued, highlighting the need for thorough individual research.
Fabrinet Rises as Investors Lean on Strong Earnings, Upbeat Outlook
The article discusses Fabrinet's recent stock increase driven by strong quarterly earnings and a positive financial outlook. This performance highlights investor confidence in the company's growth trajectory and financial health.
Fabrinet rises as investors lean on strong earnings, upbeat outlook
Fabrinet (FN) saw a 5.0% increase in its stock price, likely driven by continued investor confidence following strong fiscal fourth-quarter results and a positive near-term outlook released in August 2026. The company reported record revenue of $1.316 billion and improved profitability, with management guiding for solid demand trends into the new fiscal year. Additionally, the gain might reflect a rebound in sentiment for AI and optical-networking suppliers, alongside significant institutional investor activity and congressional stock trading.
Fabrinet Drops 13% YTD: Should You Buy the Stock at the Dip?
Fabrinet (FN) shares have dropped 12.5% year-to-date, underperforming its sector and peers, due to concerns about customer concentration, NVIDIA-related revenue normalization, margin pressure, and elevated capital spending. Despite these challenges, the company is experiencing rapid growth in its data-center business, driven by AI infrastructure, DCI products, and HPC, with significant expansion plans for manufacturing capacity. While the stock appears overvalued, its strong positioning in high-speed optical manufacturing and increasing AI exposure suggest long-term upside, leading to a Zacks Rank #2 (Buy) recommendation.
Fabrinet (NYSE:FN) Receives Average Recommendation of "Moderate Buy" from Analysts
Analysts have issued an average "Moderate Buy" rating for Fabrinet (NYSE:FN), with six buy ratings and four holds among the ten brokerages covering the stock. The average 12-month price target is $649.50, and the company recently surpassed quarterly earnings expectations, reporting $4.10 EPS against an expected $3.81 and a 44.6% year-over-year revenue increase. Despite strong performance and substantial institutional ownership, the stock opened at $399.51, well below its 52-week high, following several brokerage adjustments to ratings and price targets.
Is Supply Constraints Altering The Investment Case For Fabrinet Stock (FN)?
Fabrinet (FN) is experiencing investment case alterations due to supply constraints, as highlighted by Osterweis Opportunity Fund trimming its position despite strong growth. The company's future performance hinges on improving component availability for AI-related optics and successful expansion of manufacturing capacity from US$5.8b to US$14b by early Q1 2027. While some analysts remain optimistic about hyperscaler demand, investors need to weigh the risks of persistent supply bottlenecks against the projected revenue and earnings growth.
Fabrinet (FN) stock price, news, quote and history
This article provides a detailed stock overview for Fabrinet (FN), including its current stock price, recent performance, key financial statistics, and charting options. It also lists related stocks that investors might be watching. The information aims to give a comprehensive snapshot of FN's market position and financial health.
FN Rides on Surging Data Center Demand: Can It Outpace AAOI & LITE?
Fabrinet (FN) is experiencing significant growth driven by increasing demand in AI and cloud data centers, with data center revenues reaching $669 million in Q4 fiscal 2026. The company is expanding its capacity aggressively and sees strong potential in next-generation optical architectures like co-packaged optics (CPO) and near-packaged optics (NPO). While FN faces tough competition from Applied Optoelectronics (AAOI) and Lumentum (LITE), which are also scaling rapidly in high-speed optical connectivity, Fabrinet holds a Zacks Rank #2 (Buy) and is trading at a discount compared to its sector.
AAOI vs. Fabrinet: Which AI Data Center Stock Is the Better Buy?
This article compares Applied Optoelectronics (AAOI) and Fabrinet (FN), two key players in the AI data center and optical networking market. While AAOI has seen significant stock surges due to strong demand for its high-speed optical transceivers, it faces production capacity and supply chain limitations. Fabrinet, conversely, is aggressively expanding manufacturing capacity and shows broad-based growth across various data center solutions, making it appear better positioned for long-term growth despite both stocks being currently overvalued.
Is Fabrinet (FN) Priced Right As AI Demand Lifts Cash Flow?
Fabrinet's share price has seen a significant gain of 279.0% over the past five years, prompting questions about whether its current valuation is justified by its expected cash flows, especially with the surge in AI-related hardware demand. A Discounted Cash Flow (DCF) model suggests the intrinsic value is broadly in line with the current share price of $403.80, indicating that the market is balancing stronger long-term cash generation with increased reinvestment needs due to capacity expansion. Community narratives, however, suggest that Fabrinet could be undervalued by as much as 45% based on its AI-related data center activity.
Earnings Beat Could Be A Game Changer For Fabrinet Stock (FN)
Fabrinet (FN) reported a strong Q4 fiscal 2026 earnings beat, driven by robust data center demand and new manufacturing capacity. The company provided upbeat guidance for Q1 fiscal 2027 and announced long-term factory expansion plans, signaling confidence in sustained demand. This expansion is central to its investment narrative, supporting significant revenue and earnings growth projections by analysts, with some anticipating an 87% to 116% potential upside.
What is Fabrinet rStock | How RFN Works, Use Cases and Values | MEXC
This article from MEXC provides an overview of Fabrinet rStock (RFN), detailing what the company Fabrinet does, its services, and core markets. It also covers RFN's tokenomics, current price information, and offers a disclaimer regarding cryptocurrency investment risks.
Corning Tumbles 12% on $2B At-the-Market Equity Offering; Coherent Sinks 11%, Lumentum Drops 9%, Fabrinet Slides 6%
Corning's stock plunged 12% following the announcement of a $2 billion at-the-market equity offering, impacting the broader AI optical sector. Other companies like Coherent, Lumentum, and Fabrinet also saw significant declines, partly due to sector sympathy and concerns raised by AI lab figures about slowing frontier capability development. This market reaction highlights uncertainty around the equity offering's impact and the future of AI-capex spending.
Can Fabrinet (NYSE:FN) Turn Scale Into an Advantage?
Fabrinet (NYSE:FN) is being assessed in the current macro environment, characterized by elevated energy costs, firm Treasury yields, and renewed inflation concerns. The article highlights that Fabrinet's business profile, focusing on operational scale, niche market share, margin discipline, and expansion across established end markets, positions it relevantly within the Midcap Stocks sector. The discussion emphasizes how the company's execution and business mechanics are critical in navigating volatile input costs, uneven demand, and changing financial conditions, rather than relying solely on broad market sentiment.
How Far Can Fabrinet Stock Fall While Its Business Accelerates?
Fabrinet (FN) stock has fallen significantly despite strong business acceleration, with fiscal 2026 revenue up 36% and Q1 2027 guidance at 43% growth. This decline is attributed more to multiple compression from elevated valuation rather than a fundamental slowdown, as the company's growth is actually speeding up, especially in its data center category. Historically, Fabrinet's stock tends to fall further than the S&P 500 during market shocks, with its current decline already exceeding its worst historical shock-window performance.
InvestingPro’s Fair Value spotted Fabrinet’s 42% drop in advance By Investing.com
InvestingPro's Fair Value models accurately predicted a 42% drop in Fabrinet's stock price by identifying significant overvaluation in early June 2026, despite the company's strong fundamentals. This case highlights how elevated valuations can lead to market corrections, even for high-performing companies. InvestingPro provides tools for investors to identify similar valuation traps and undervalued opportunities.
Fabrinet (FN) Is Down 10.6% After Strong Q4 Beat And Upbeat 2027 Outlook Guidance - Has The Bull Case Changed?
Fabrinet (FN) reported strong Q4 results with higher sales and net income, and issued upbeat Q1 2027 guidance, reflecting confidence in demand for high-speed optical and AI-related hardware. Despite these positive indicators, the stock fell 10.6%, prompting an examination of whether the investment narrative has shifted. The company's future performance hinges on sustained demand amidst customer concentration risks and supply constraints.
Fabrinet (NYSE: FN) COO has RSU shares withheld at $436.67
Fabrinet's President & COO, Harpal Gill, had 2,291 ordinary shares withheld on August 21 and 22, 2026, at a price of $436.67 per share. This action was taken to cover tax obligations arising from the vesting of Restricted Share Units (RSUs), and these were tax-withholding dispositions, not open-market sales. Following these transactions, Gill Harpal directly holds 21,879 ordinary shares.
Fabrinet Stock Plummets 30% With 5-Day Losing Streak
Fabrinet stock has experienced a significant downturn, plummeting 30% over a five-day losing streak. The article provides a headline indicating this sharp decline but offers no further details or analysis on the reasons behind the drop or the company's financial performance.
Fabrinet (NYSE: FN) insider updates trading in company securities
Fabrinet (NYSE: FN) CEO Seamus Grady reported an acquisition of 22,479 ordinary shares through a grant/award of Restricted Share Units (RSUs) on August 20, 2026, as per a recent Form 4 filing. These RSUs will vest in three equal annual installments starting August 20, 2027, provided Grady remains with the company. Following this transaction, Grady directly holds 55,275 ordinary shares.
Fabrinet (FN) Q4 2026 Earnings Call Transcript
Fabrinet (FN) reported record Q4 2026 financial results, with revenue of $1.316 billion, up 45% year over year, and non-GAAP EPS of $4.10, both exceeding guidance. The company announced a new revenue reporting structure focusing on Data Centers, Communications Infrastructure, and Automotive, Industrial, and Other segments. Fabrinet is aggressively expanding its manufacturing capacity in Thailand and Santa Clara to meet the strong demand for high-speed interconnects and AI infrastructure, projecting potential annual revenue capacity of $12.5 billion to $14 billion in the coming years.
Weekly Recap: Fabrinet Q4 revenue, EPS and Four customers ≥10%, 51% DC
Fabrinet (NYSE:FN) reported strong Q4 FY2026 results with $1.315 billion in revenue and GAAP EPS of $3.83, largely driven by data center demand and key customers like Cisco and Nvidia. The company is expanding its manufacturing capacity and has increased executive compensation, while Rosenblatt reiterated a $750 stock target.
Is Fabrinet (FN) Still A Bargain Or Already Fully Priced?
Fabrinet (FN) has shown a strong 330.9% return over five years. While a Discounted Cash Flow (DCF) model suggests it's slightly overvalued, trading at an 8.2% premium to its intrinsic value of $404 per share, its P/E ratio of 33.1x indicates it might be undervalued relative to a fair P/E of 39.8x when considering its fundamentals and peer context. The mixed valuation signals suggest the stock is fairly valued, with its future performance depending on its ability to sustain cash flow and earnings without significant additional investment or margin compromise.
Here's How Much You'd Have If You Invested $1000 in Fabrinet a Decade Ago
This article analyzes the hypothetical return on a $1000 investment in Fabrinet (FN) made ten years ago, showing it would now be worth significantly more than initial investment. It details Fabrinet's business, including its revenue breakdown and competition, and discusses analyst expectations for future growth due to expanding optical and compute programs.
Why Navitas Semiconductor Stock Sank This Week
Navitas Semiconductor's stock fell 10.3% this week due to investor caution regarding specialized AI hardware and the market's reaction to Fabrinet's quarterly report. Although Fabrinet's earnings topped estimates, concerns about declining gross margins and high capital expenditures led to a sell-off that affected other AI hardware companies, including Navitas. Investors are increasingly sensitive to large investments potentially not paying off long-term, which could put further valuation pressure on AI stocks.
Fabrinet (FN) Stock Price, Quote, News & History
This article provides a comprehensive overview of Fabrinet (FN) stock, including its current price, key statistics, recent news, analyst ratings, and financial performance data. Fabrinet, a provider of optical packaging and manufacturing services, saw its shares tumble recently due to Nvidia datacom weakness, despite analysts reaffirming Buy ratings. The report also highlights increased stakes by Citadel Advisors and Millennium due to accelerating AI demand.
Fabrinet (NYSE:FN) Shares Down 3.8% - Should You Sell?
Fabrinet (NYSE:FN) shares dropped 3.8% on Friday, trading at $427.86, below its 50-day and 200-day moving averages, despite strong quarterly earnings. The company exceeded expectations with $4.10 EPS and $1.32 billion in revenue, representing a 44.6% year-over-year increase. While analyst sentiment remains largely positive with a "Moderate Buy" consensus, the recent stock decline prompts a re-evaluation for potential investors.
Great Lakes Advisors LLC Makes New Investment in Fabrinet $FN
Great Lakes Advisors LLC has acquired a new position in Fabrinet (NYSE:FN), purchasing 5,380 shares valued at approximately $3.024 million during the second quarter. Other institutional investors have also adjusted their holdings in the technology company, which currently has 97.38% institutional ownership. Fabrinet reported strong quarterly earnings, surpassing consensus estimates, and maintains a "Moderate Buy" analyst rating with a consensus price target of $649.50.
Fabrinet Sees AI Optical Demand Fueling Years of Growth, Expands Capacity
Fabrinet (NYSE: FN) is experiencing significant growth driven by AI-driven optical demand, particularly in data center interconnect (DCI) products, which have reached a $1 billion annualized revenue run rate. The company is diversifying its customer base beyond NVIDIA and expanding into new markets like automotive lidar and optical circuit switching. To support this growth, Fabrinet is undertaking major capacity expansion projects, including a new Thailand facility, aiming to increase capacity by 85% to approximately $9.8 billion by the March quarter.
Fabrinet (FN) Stock Cools After Strong Growth Fuels Perfection Fears
Fabrinet (FN) stock dropped about 6% despite reporting strong Q4 2026 results, with revenue up 45% and net income up 60% year-over-year, exceeding guidance. The market reacted cautiously, suggesting concerns that the stock's recent powerful run and mid-30s P/E ratio already price in significant growth, particularly from its AI-driven data center optics business. While bulls see Fabrinet as a key AI manufacturing partner, bears worry about customer concentration and cash flow, as evidenced by modest free cash flow despite high revenue.
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.
