Fabrinet stock hits all-time high at 532.1 USD By Investing.com
Fabrinet (FN) stock has reached an all-time high of $532.1 USD, currently trading at $533 with a market capitalization of $18.98 billion. The company has shown robust performance, with a 138.02% increase in stock price over the past year and strong Q2 2026 financial results, including revenues of $1.13 billion and EPS of $3.36. Analysts maintain positive ratings, citing growth opportunities and future performance.
Wolfe Research Boosts Fabrinet Price Target Amid Data Center Growth
Wolfe Research has increased its price target for Fabrinet (FN) due to positive market sentiment and strong performance driven by data center growth. Fabrinet's stock has risen by 7.42%, supported by robust financial metrics including significant profitability and revenue growth, despite a high P/E ratio. The company's Q2 2026 earnings surpassed expectations, reinforcing analyst confidence and an optimistic outlook for future growth in expanding sectors.
Fabrinet (FN) Is Up 6.5% After Record Q2 Revenue Tied To AI Data Center Demand
Fabrinet (FN) reported record Q2 fiscal 2026 revenue of US$1.13 billion, marking a 36% year-over-year increase, primarily driven by high demand for its optical networking products used in AI data centers. While this performance reinforces the company's strong position in the AI hardware market, it also highlights the risk of high customer concentration and potential impact from supply chain issues or slowing orders from key hyperscale customers. Analysts are re-evaluating the company's future growth and vulnerability in light of these results.
Fabrinet (NYSE:FN) Combines Strong Growth Momentum with Bullish Technical Setup
Fabrinet (NYSE:FN) is presented as an attractive investment for growth-focused investors due to its strong fundamental growth momentum, reflected in a High Growth Momentum (HGM) Rating of 6. The company shows accelerating EPS and sales growth, positive analyst revisions, and sound profitability. Technically, FN has a bullish setup with a Technical Rating of 8 and a Setup Rating of 7, indicating a strong long-term uptrend, market outperformance, and a recent period of consolidation forming a base for a potential breakout above resistance around $500.81-$504.00.
Fabrinet (FN) Advances as Optical Hardware Demand Strengthens
Fabrinet (NYSE: FN) is experiencing increased demand for its optical transceivers as data centers upgrade to faster communication standards to handle complex AI workloads. Wasatch Global Investors highlighted Fabrinet in its Q4 2025 investor letter, noting the favorable trends in telecommunications end markets contributing to investor optimism. Despite this, the Wasatch Small Cap Growth Strategy faced challenges in Q4 2025, and Fabrinet is not among the 30 most popular stocks among hedge funds, though its hedge fund portfolios have increased.
Assessing Fabrinet (FN) Valuation After Strong Earnings And AI Data Center Growth Guidance
Fabrinet (FN) shares are in focus after reporting strong Q2 results, optimistic Q3 guidance, and completing a share repurchase program. Despite a recent 7.25% share price jump, the stock is currently assessed as 1% overvalued at $495.55 compared to a narrative-driven fair value of $492.67. The company's future growth is supported by capacity expansion due to robust AI infrastructure and next-gen telecom demand, though risks include customer concentration and component bottlenecks.
Fabrinet (FN) Stock Price Up 6.43% on Feb 13
Shares of Fabrinet (FN) saw a significant increase on February 13, rising 6.43% to close at $491.76. This price is 7.43% below its 52-week high but a substantial 231.04% above its 52-week low. Analyst forecasts show an average target price of $545.96, implying an 11.02% upside, with a consensus "Outperform" recommendation from brokerage firms.
Another AI Data Center Play Holds Up Amid Market Turmoil, Trades Near Buy Zone
Fabrinet (FN), an optical components specialist and AI data center play, has seen a 257% rise from its 2025 lows and is currently trading near a buy point. The stock is maintaining support above its short- and long-term moving averages, making it Investor's Business Daily's Big Cap 20 stock to watch this week. This performance is notable amidst broader market turmoil.
Freemont Management S.A. Has $438,000 Position in Fabrinet $FN
Freemont Management S.A. significantly reduced its stake in Fabrinet (NYSE:FN) by 88.2% in Q3, now holding 1,200 shares valued at $438,000. Despite this, Fabrinet exceeded Q-quarter earnings and revenue estimates, and analysts maintain a consensus "Buy" rating with an average target price of $511.11. Insider selling of over $12.6 million occurred in the past 90 days, though institutional ownership remains high at about 97.4%.
Is It Too Late To Reassess Fabrinet (FN) After A 120% One Year Surge?
This article evaluates Fabrinet (FN) after a significant stock surge, noting its 0/6 valuation score on Simply Wall St. Using DCF analysis, the stock appears 42.6% overvalued, with an estimated intrinsic value of $326.36 per share compared to its current price of $465.53. The P/E ratio of 44.23x also suggests overvaluation against its industry and a tailored "Fair Ratio" of 36.49x, leading to an overall assessment that FN is currently overvalued based on these metrics.
Envestnet Asset Management Inc. Sells 12,522 Shares of Fabrinet $FN
Envestnet Asset Management Inc. reduced its stake in Fabrinet (NYSE:FN) by 12.1%, selling 12,522 shares and retaining 90,623 shares valued at approximately $33.0 million. Fabrinet recently beat quarterly earnings expectations and provided strong guidance, while analysts maintain a "Buy" rating with a consensus target price of $511.11. Insider selling by the CEO and a director was also reported, though institutional investors collectively own 97.38% of the company's stock.
How Fabrinet’s Strong Quarter and Buybacks Will Impact Fabrinet (FN) Investors
Fabrinet reported strong second-quarter results with higher sales of US$1.13 billion and a net income of US$112.63 million, in addition to completing a share repurchase program. The company also issued positive guidance for the third fiscal quarter, projecting increased revenue and GAAP diluted earnings per share. While Fabrinet’s stock is trading at a premium with high expectations and some insider selling, its consistent performance and shareholder-friendly actions like buybacks continue to support its investment narrative, though varied fair value estimates suggest diverse investor perspectives.
How Fabrinet’s Strong Quarter and Buybacks Will Impact Fabrinet (FN) Investors
Fabrinet (FN) reported strong second-quarter and six-month results with higher sales and net income, alongside completing a significant share repurchase program. The company also issued optimistic third-quarter guidance, projecting increased revenue and GAAP diluted EPS. This performance supports a positive investment narrative, though high expectations and a rich earnings multiple mean potential risks if growth or margins falter.
Fabrinet stock price jumps nearly 14%: what FN investors watch before Monday’s open
Fabrinet (FN) shares surged nearly 14% on Friday, closing a volatile week after the company raised its outlook and analysts upgraded the stock. Following strong quarterly results that exceeded guidance, Barclays increased its price target for FN to $548. Investors are now looking to Monday's market open to see if the rally holds, especially with upcoming U.S. jobs and inflation reports potentially influencing growth stocks.
Fabrinet Stock Surges After Upgrades and Strong Earnings
Fabrinet (FN) stock has surged by 14.75% following significant upgrades from Wolfe Research and Barclays, alongside strong Q2 earnings that surpassed expectations. The company also announced an expansion of its production facility and provided optimistic Q3 guidance, driven by diversification within the data center sector and robust financial fundamentals. Technical analysis indicates a strong upward trend, suggesting a positive investment outlook.
Fabrinet (NYSE:FN) Rating Increased to Strong-Buy at Zacks Research
Zacks Research has upgraded Fabrinet (NYSE:FN) from a "hold" to a "strong-buy" rating, contributing to a consensus "Buy" rating and an average price target of $511.11. This upgrade follows Fabrinet's strong Q2 2026 earnings, where it beat EPS and revenue expectations, and issued optimistic Q3 guidance. Despite recent insider share sales, institutional investors hold a significant majority of the stock.
Wolfe Research Upgrade Bolsters Fabrinet’s Stock Outlook
Fabrinet's stock outlook has been significantly bolstered by a recent upgrade from Wolfe Research to "Outperform" with a $540 price target, following strong Q2 results and optimistic Q3 projections. The company reported impressive EPS of $3.36 and revenue of $1.13 billion, both exceeding expectations, and demonstrates solid financial fundamentals including profitability and a debt-free status. Analysts are positive, noting the thriving data center ecosystem and high-performance computing as key drivers for continued growth.
Northland Securities Expects Increased Earnings for Fabrinet
Northland Securities has increased its Q3 2026 EPS forecast for Fabrinet (NYSE:FN) to $3.37, up from $3.13, and now projects FY2026 EPS of $12.75 and FY2027 EPS of $15.77. This follows Fabrinet exceeding Q1 estimates with $3.36 EPS against an expected $3.26 and revenue of $1.13 billion, marking a 35.9% year-over-year increase. Despite recent insider share sales, the analyst sentiment for FN remains largely positive, with a "Moderate Buy" average rating and an average target price of $511.11.
Wolfe upgrades Fabrinet on data center demand and capacity expansion
Wolfe Research upgraded Fabrinet to Outperform, citing strong demand from data centers and the company's capacity expansion. The upgrade suggests Fabrinet is well-positioned to benefit from industry supply bottlenecks and growing outsourcing trends, particularly with Lumentum. Wolfe also raised its price target for Fabrinet to $540, emphasizing its competitive strength in optical manufacturing.
Fabrinet (NYSE:FN) Upgraded by Wolfe Research to Outperform Rating
Wolfe Research has upgraded Fabrinet (NYSE:FN) from "peer perform" to "outperform," setting a new price target of $540, which suggests a nearly 19% upside. This upgrade follows strong Q2 results where Fabrinet exceeded revenue and EPS estimates, driven by demand from hyperscale and AI customers. Despite the positive analyst sentiment and raised Q3 guidance, the stock saw a dip due to concerns about cash flow, increased capital expenditure, and significant insider selling, including a large transaction by the CEO.
Fabrinet (FN) Q2 EPS Strength Tests High P/E And Earnings Quality Concerns
Fabrinet (FN) reported Q2 2026 revenue of $1.1 billion and basic EPS of $3.14, showing growth from the previous year. While earnings grew by 15.7%, the net margin slightly decreased from 10.4% to 9.7%. The company trades at a P/E of 42.6x, which is higher than the broader US Electronic industry, and analysts raise concerns about the high level of non-cash earnings.
Fabrinet (FN) Beats Q2 Earnings and Revenue Estimates
Fabrinet (FN) reported strong Q2 earnings, surpassing analyst estimates with $3.36 per share against an expected $3.26, and revenues of $1.13 billion, exceeding the consensus by over 5%. The company has consistently beaten EPS and revenue estimates over the past four quarters. Despite outperforming the market year-to-date, Fabrinet currently holds a Zacks Rank #3 (Hold) based on mixed estimate revisions for future quarters.
Boom continues as Fabrinet posts 36% surge in sales revenues
Fabrinet, a Bangkok-based contract manufacturer, announced record-breaking sales of $1.13 billion for the final quarter of 2025, a 36% increase year-over-year, driven by strong demand for photonics components in AI data centers. The company is significantly expanding its manufacturing capacity in Thailand and is focused on emerging technologies like co-packaged optics (CPO) and optical circuit switches (OCS) to sustain growth. Despite a recent dip in stock price due to geopolitical concerns, Fabrinet remains confident in continued sales boom.
Fabrinet falls despite Q2, outlook beat, while analysts remain bullish
Fabrinet (FN) shares dropped 15% despite exceeding fiscal second-quarter estimates and providing a strong outlook, which analysts largely met with positive reactions. Institutions like Needham maintained a Buy rating and a $540 price target. The fall may be attributed to concerns over component shortages and stalled Datacom growth, though analysts remain bullish on mid-term opportunities from OCS projects and new production capacity.
Fabrinet (NYSE:FN) Meets Minervini Trend Template Amid Strong Growth Fundamentals
Fabrinet (NYSE:FN) is highlighted as strongly meeting Mark Minervini's Trend Template, indicating it's in a clear and strong uptrend with robust technicals like price above key moving averages and high relative strength. The company also demonstrates strong growth fundamentals, including improving quarterly EPS and sales growth, positive analyst estimate changes, and sound profitability. This combination of technical and fundamental strength suggests Fabrinet has the characteristics sought by growth investors following systematic methodologies like Minervini's SEPA strategy.
Rosenblatt Securities Reaffirms "Buy" Rating for Fabrinet (NYSE:FN)
Rosenblatt Securities has reaffirmed its "Buy" rating for Fabrinet (NYSE:FN) with a $550 price target, suggesting a potential upside of over 10%. Despite Fabrinet reporting record Q2 results with revenue of $1.13 billion and EPS of $3.36, and providing upbeat Q3 guidance, the stock experienced a sell-off due to concerns over a sharp drop in operating cash flow, rising capital expenditure, recent insider selling, and an elevated P/E ratio. Other analysts have given mixed ratings, with a consensus of "Moderate Buy" and an average target price of $478.50.
Fabrinet (FN) Rating and Price Target Maintained by Rosenblatt
Rosenblatt analyst Mike Genovese has maintained a "Buy" rating for Fabrinet (FN) with an unchanged price target of $550. This decision comes amidst other recent analyst updates, including Susquehanna raising its price target to $570 and Barclays upgrading its rating to "Overweight" with a $537 target. Fabrinet, a provider of advanced optical packaging and manufacturing services, currently has an average target price of $533.76 among 10 analysts, implying a 6.83% upside from its current price, although GuruFocus estimates a 29.83% downside based on its GF Value.
Fabrinet SEC 10-Q Report
Fabrinet has released its latest 10-Q report, detailing strong financial performance for the three months ended December 26, 2025. The company reported significant increases in revenues, gross profit, operating income, net income, and EPS, driven primarily by growth in optical communications and automotive sectors. Fabrinet also highlighted strategic initiatives including a new manufacturing building and operational strategies focused on efficiency and customer expansion.
Fabrinet Reports Record Q2 2026 Earnings Exceeding Guidance
Fabrinet announced record Q2 2026 earnings, with revenue reaching $1.13 billion, significantly exceeding guidance and marking a historic high. The company experienced strong growth in optical and telecom sectors, alongside a surge in high-performance computing revenue. Fabrinet is also undertaking strategic expansion with the construction of a new 2 million square foot facility to support future growth.
Fabrinet (FN) Is Up 5.4% After Strong Q2 Earnings And HPC Momentum - Has The Bull Case Changed?
Fabrinet (FN) reported strong fiscal second-quarter 2026 results with increased sales and net income, driven by growth in Telecom, Data Center Interconnect, and High-Performance Computing. While the results support near-term catalysts, the company's rich valuation and insider selling remain key risks. The shift towards HPC and data center interconnect is reshaping Fabrinet's investment narrative beyond its traditional telecom focus.
Fabrinet earnings beat by $0.11, revenue topped estimates
Fabrinet (NYSE: FN) reported strong second-quarter results, beating analyst expectations with an EPS of $3.36 on revenue of $1.13 billion. The company also provided optimistic guidance for Q3 2026, forecasting EPS of $3.45-$3.60 and revenue between $1.15 billion and $1.20 billion, both ahead of consensus estimates. Fabrinet's stock has shown significant growth, climbing over 121% in the last 12 months.
Thrivent Financial for Lutherans Cuts Stock Position in Fabrinet $FN
Thrivent Financial for Lutherans reduced its stake in Fabrinet (NYSE:FN) by 32.3% in the third quarter of 2025, selling over 100,000 shares but still holding 210,685 shares valued at approximately $76.82 million. This move comes as institutional investors own 97.38% of Fabrinet's stock, while insiders have been net sellers in the last quarter. Analysts currently give Fabrinet a "Moderate Buy" rating with a consensus price target of $477.13.
Fabrinet stock: what to watch as FN heads into Feb. 2 earnings
Fabrinet (NASDAQ: FN) is set to release its earnings report on February 2, with analysts forecasting earnings around $3.26 per share on $1.08 billion in revenue. Investors are closely watching for insights into future demand and profit margins, especially given the stock's significant volatility over the past year. The company's performance in high-performance computing and telecom sectors, along with its updated guidance during the conference call, will be key factors influencing market reaction.
Fabrinet Q2 2026 earnings preview
This article is a Q2 2026 earnings preview for Fabrinet. No specific financial details or predictions are available in the provided content.
Fabrinet $FN Shares Purchased by New York State Common Retirement Fund
New York State Common Retirement Fund increased its stake in Fabrinet (NYSE:FN) by 67.7% in Q3, now holding 64,142 shares worth approximately $23.39 million. This occurred despite significant insider selling, with CEO Seamus Grady and Director Thomas F. Kelly selling shares totaling over $12 million in the last three months. Fabrinet, a global provider of optical packaging and manufacturing services, has a "Moderate Buy" consensus rating from analysts with a target price of $477.13, and currently trades around $490.68.
Fabrinet stock price heads into Feb. 2 earnings after wild swing — what FN investors watch next
Fabrinet (FN) shares ended down 1.4% at $489.44 after a significant intraday swing, ahead of its fiscal second-quarter earnings release on Feb. 2. Investors will be closely watching if the company's forecast for revenue and non-GAAP EPS aligns with high expectations, especially concerning demand for data-center optics and high-performance computing. The stock's performance post-earnings will be critical, as it trades near its 52-week high, limiting immediate upside.
Is Fabrinet (FN) Pricing In Too Much Growth After A 126% One Year Surge
Fabrinet (FN) has seen a significant 126.4% surge in its stock price over the past year, leading to questions about its current valuation. According to Simply Wall St's analysis using a Discounted Cash Flow (DCF) model and Price-to-Earnings (P/E) ratio, Fabrinet appears to be overvalued, trading at a 56.7% premium to its calculated fair value and with a P/E ratio higher than its industry and fair comparable. The article suggests investors should consider various valuation approaches and "Narratives" to understand if the strong performance is justified or if the stock is pricing in too much future growth.
Fabrinet Set to Report Q2 Earnings: What's in the Cards for the Stock?
Fabrinet (FN) is scheduled to release its fiscal second-quarter 2026 results on February 2nd, with revenue forecasts between $1.05-$1.10 billion and non-GAAP EPS between $3.15 and $3.30. The company's performance is expected to be driven by strong momentum in its Telecom and Data Center Interconnect businesses, though automotive revenue is anticipated to be flat or slightly lower. Despite expected revenue growth benefits, margin expansion may be limited by ongoing foreign exchange pressures.
Fabrinet Set to Report Q2 Earnings: What's in the Cards for the Stock?
Fabrinet (FN) is scheduled to release its second-quarter fiscal 2026 results on February 2nd, with estimated revenues between $1.05-$1.10 billion and non-GAAP EPS of $3.15-$3.30. The company's performance is expected to benefit from strong growth in its Telecom and Data Center Interconnect (DCI) businesses, although the automotive sector may show weakness and foreign exchange headwinds could pressure margins. Despite a consistent track record of beating earnings estimates, Zacks' model does not conclusively predict an earnings beat for Fabrinet this quarter.
Scalar Gauge Management LLC Makes New $12.76 Million Investment in Fabrinet $FN
Scalar Gauge Management LLC has invested $12.76 million in Fabrinet ($FN), acquiring 35,000 shares, making it their fourth-largest holding. The analyst sentiment for Fabrinet is generally positive with a "Moderate Buy" consensus despite recent insider selling by executives. Fabrinet, a technology company specializing in optical packaging and manufacturing services, trades with a market capitalization of $16.98 billion and a PE ratio of 48.8.
EFG Asset Management North America Corp. Sells 2,307 Shares of Fabrinet $FN
EFG Asset Management North America Corp. reduced its stake in Fabrinet by 12.7% in Q3, selling 2,307 shares and now owning 15,872 shares worth $5.79 million. The company has also seen significant insider selling, with the CEO and a Director collectively disposing of over $11 million in stock recently. Despite this, analysts have a "Moderate Buy" consensus rating with an average target price of $477.13.
Fabrinet (FN) Projected to Post Earnings on Monday
Fabrinet (FN) is set to release its Q2 2026 earnings before market open on Monday, February 2nd, with analysts anticipating $3.26 EPS and $1.0774 billion in revenue. Despite recent insider stock sales totaling $12.64 million, analyst sentiment remains largely positive, with a consensus "Moderate Buy" rating and an average price target of $477.13. The company, a global provider of optical packaging and manufacturing services, has seen its stock trading down slightly but holds a market capitalization of $16.74 billion.
Assessing Fabrinet (FN) Valuation After Analyst Upgrades And Growing AI Optical Networking Demand
Fabrinet (FN) is gaining attention due to analyst upgrades from Barclays and Susquehanna, driven by its role as a supplier to Nvidia and exposure to optical networking, particularly in AI infrastructure. While the stock has seen significant long-term growth (134.68% over one year), recent short-term pullbacks raise questions about whether its valuation fully reflects future opportunities. The company is actively expanding its capacity, which supports a valuation narrative of being 3.8% undervalued at $492.67, though its high P/E ratio of 48.4x suggests potential valuation risk if expectations are not met.
Fabrinet stock price: FN heads into Fed week after Friday dip as earnings loom
Fabrinet (FN) stock closed Friday down 0.7% at $466.91, ahead of its fiscal second-quarter results release on Feb. 2, and a significant Federal Reserve decision. The company's performance is seen as a key indicator for data network demand, especially for cloud computing and AI, making its upcoming earnings report crucial for investors monitoring the AI supply chain. Traders will focus on Fabrinet's order flow, guidance, and demand for optical transceivers, particularly given the cautious market sentiment after Intel's recent forecast.
Fabrinet stock price slips into weekend as FN traders brace for Fed week and earnings run
Fabrinet (FN) shares slipped 0.9% on Friday to $466.91 as traders await its fiscal second-quarter results on February 2nd and the Federal Reserve's policy announcement next week. The company, which provides optical packaging and precision manufacturing, will have its stock performance driven by demand, margins, and order visibility, rather than a single financial figure. Investors will be scrutinizing customer ramp schedules, pricing pressures in the guidance, and any signs of inventory clearing which could impact the contract manufacturer.
Is Fabrinet’s (FN) Nvidia Partnership Quietly Redefining Its Role in the Data Center Stack?
Fabrinet (FN) is set to release its Q2 fiscal 2026 results soon, with recent analyst upgrades highlighting its crucial role as an Nvidia supplier and its exposure to growing optical networking and 1.6T data center demand. While this partnership fortifies Fabrinet's investment narrative, it also intensifies focus on its near-term revenue guidance of US$1.05–1.10 billion and poses concentration risk due to its reliance on a few large customers. Investors are advised to consider the demanding valuation and potential for quick sentiment shifts given high expectations around AI-driven optical demand.
Baillie Gifford & Co. Has $201.69 Million Stock Position in Fabrinet $FN
Baillie Gifford & Co. reduced its stake in Fabrinet by 6.1% in Q3, now holding 553,158 shares valued at $201.69 million. Insider selling has also been significant, with CEO Seamus Grady selling over $10 million in shares, bringing insider ownership down to 0.24%. Despite this, analysts maintain a "Moderate Buy" rating with a consensus price target of $477.13, close to the current trading price.
Here’s What Barclays Has to Say About Fabrinet (FN)
Barclays has upgraded Fabrinet (FN) from Hold to Buy, raising its price target to $537, based on the firm's updated outlook and expectations of the highest revenue upside in the distributor space for 2026. The company, a major supplier to Nvidia, is expected to see a pickup in the 1.6T transition in 2026. Susquehanna also initiated coverage with a Buy rating and a $550 price target, highlighting Fabrinet's strong position in the optical networking market and benefits from increased transceiver demand in data centers.
Fabrinet $FN Stock Position Lowered by Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust reduced its stake in Fabrinet ($FN) by 23.5% in the third quarter, now holding 65,816 shares valued at $23.998 million. Despite this, several brokerages have raised price targets for Fabrinet, with a consensus "Moderate Buy" rating and an average target of $477.13. Insider transactions show key executives, including CEO Seamus Grady and Director Homa Bahrami, sold shares totaling over $12.64 million in the last three months.
SIG Maintains Fabrinet(FN.US) With Buy Rating, Raises Target Price to $570
SIG analyst Christopher Rolland has reaffirmed a Buy rating for Fabrinet (FN.US) and increased the target price from $550 to $570. According to TipRanks data, the analyst has a 58.6% success rate and an average return of 21.5% over the past year. This report highlights key financial analysis and ratings for investment consideration.
