Fabrinet

Fabrinet

FNยทNYSE

$725.00

+3.4%
TechnologyHardware, Equipment & Parts

Fabrinet provides optical packaging and precision optical, electro-mechanical, and electronic manufacturing services in North America, the Asia-Pacific, and Europe. The company offers a range of advanced optical and electro-mechanical capabilities in the manufacturing process, including process design and engineering, supply chain management, manufacturing, printed circuit board assembly, advanced packaging, integration, final assembly, and testing. Its products include switching products, including reconfigurable optical add-drop multiplexers, optical amplifiers, modulators, and other optical components and modules that enable network managers to route voice, video, and data communications traffic through fiber optic cables at various wavelengths, speeds, and over various distances. The company's products also comprise tunable lasers, transceivers, and transponders; and active optical cables, which provide high-speed interconnect capabilities for data centers and computing clusters, as well as Infiniband, Ethernet, fiber channel, and optical backplane connectivity. In addition, it provides solid state, diode-pumped, gas, and fiber lasers used in semiconductor processing, biotechnology and medical device, metrology, and material processing industries; and differential pressure, micro-gyro, fuel, and other sensors used in automobiles, as well as non-contact temperature measurement sensors for the medical industry. Further, the company designs and fabricates application-specific crystals, lenses, prisms, mirrors, laser components, and substrates; and other custom and standard borosilicate, clear fused quartz, and synthetic fused silica glass products. It serves original equipment manufacturers of optical communication components, modules and sub-systems, industrial lasers, automotive components, medical devices, and sensors. The company was incorporated in 1999 and is based in George Town, the Cayman Islands.

At a Glance

Live Snapshot
Market Cap$25.98B
EPS9.2300
P/E Ratio78.55
Earnings Date08/17/2026
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Fabrinet Street Expectations Map

FN ยท NYSE

Wall Street analysts project that FN stock may see slight declines over the coming 12 months. The consensus 1-year price target stands at 653.00, with estimates ranging from a low of 540.00 to a high of 800.00.

Lowest Target
540.00
-25.52%
Consensus Target
653.00
-9.93%
Highest Target
800.00
10.34%

The consensus 1-year price target stands at 653.00, with estimates ranging from a low of 540.00 to a high of 800.00.

Analyst Consensus Analysis

Upside Potential

-9.9%

Downside risk. Current price above analyst targets indicates potential overvaluation. Exercise caution and review catalysts.

Analyst Agreement

39.8% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Risk-Reward Profile

0.41x

Unfavorable risk-reward. Downside risk exceeds upside potential. Consider defensive positioning or alternative opportunities.

Analyst Conviction

Low

Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Fabrinet Forward Estimates of Revenue

FN ยท NYSE
Latest Revenue
3.42B
FY 2025
Avg Estimate
4.60B
FY 2026
Estimate Range
4.46B - 4.61B
Analyst Spread

Forward Growth Analysis

Projected Growth+34.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Fabrinet Forward Estimates of Net Income

FN ยท NYSE
Latest Net Income
332.53M
FY 2025
Avg Estimate
500.51M
FY 2026
Estimate Range
499.25M - 501.78M
Analyst Spread

Forward Growth Analysis

Projected Growth+50.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Fabrinet Forward Estimates of EPS

FN ยท NYSE
Latest EPS
9.23
FY 2025
Avg Estimate
$13.81
FY 2026
Estimate Range
$13.77 - $13.84
Analyst Spread

Forward Growth Analysis

Projected Growth+49.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Fabrinet Forward Estimates of EBIT

FN ยท NYSE
Latest EBIT
355.18M
FY 2025
Avg Estimate
618.10M
FY 2026
Estimate Range
599.27M - 619.44M
Analyst Spread

Forward Growth Analysis

Projected Growth+74.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Fabrinet Forward Estimates of EBITDA

FN ยท NYSE
Latest EBITDA
408.61M
FY 2025
Avg Estimate
673.77M
FY 2026
Estimate Range
653.25M - 675.24M
Analyst Spread

Forward Growth Analysis

Projected Growth+64.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Fabrinet Forward Estimates of SG&A Expense

FN ยท NYSE
Latest SG&A Expense
87.47M
FY 2025
Avg Estimate
140.05M
FY 2026
Estimate Range
135.79M - 140.36M
Analyst Spread

Forward Growth Analysis

Projected Growth+60.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Fabrinet Insider Positioning

FN ยท NYSE

During the last 12 months, insiders have sold $2.26M worth of FN shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

2.5K

1.78M

Net Activity

-1.8M

-$1.78M

3-6 Months

Bought

0

0.00

Sold

770

479.30K

Net Activity

-479K

-$479K

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

1
BH

Bahrami Homa

Director

2.5K sharesโ€ข1 transactions

$1.78M

2
KTF

Kelly Thomas F

Director

770 sharesโ€ข1 transactions

$479K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $2.26M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$1.78M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

2 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Persistent selling pressure: Consistent insider selling with weak buy/sell ratio suggests insiders may be capitalizing on current valuation. Exercise caution and review recent earnings quality and management commentary.