FN

Fabrinet

327.29

Oct 30 • 3:59 PM ET -21.39 (-6.13%)

327.96

Aftermarket • 7:58 PM ET +0.67 (0.20%)

Technology Electronic Components Cayman Islands Large NYSE

Oct 30, 1:03 PMAmazon cash-burn concerns trigger AI-optics selloff, pulling Fabrinet 8% lower ahead of Monday earnings

Peers: CLS JBL SANM FLEX PLXS COHR TTMI LITE BHE AAOI

| Held by: VTI IJH VB VBK VXF VGT MDY IJK IWP SPMD

Scroll to Statements

Index	-
Market Cap	11.73B
Enterprise Value	10.86B
Income	473.03M
Sales	4.64B
Book/sh	68.49
Cash/sh	24.42
Dividend Est.	-
Dividend TTM	-
Dividend Ex-Date	-
Dividend Gr. 3/5Y	- -
Payout	0.00%
Employees	21521
IPO	Jun 25, 2010

P/E	25.09
Forward P/E	14.97
PEG	0.58
P/S	2.53
P/B	4.78
P/C	13.40
P/FCF	2779.16
EV/EBITDA	18.59
EV/Sales	2.34
Quick Ratio	1.52
Current Ratio	2.25
Debt/Eq	0.00
LT Debt/Eq	0.00
Option/Short	Yes / Yes

EPS (ttm)	13.04
EPS next Y	21.86
EPS next Q	4.19
EPS this Y	29.41%
EPS next Y	19.90%
EPS next 5Y	25.89%
EPS past 3/5Y	24.71% 26.53%
Sales past 3/5Y	20.61% 19.82%
EPS Y/Y TTM	43.02%
Sales Y/Y TTM	35.73%
EPS Q/Q	58.48%
Sales Q/Q	44.64%
Earnings	Nov 02 AMC
EPS/Sales Surpr.	7.50% 3.10%

Insider Own	0.42%
Insider Trans	-3.22%
Inst Own	102.15%
Inst Trans	-7.12%
ROA	14.03%
ROE	21.33%
ROIC	19.25%
Gross Margin	12.06%
Oper. Margin	10.06%
Profit Margin	10.19%
SMA20	-16.71%
SMA50	-19.04%
SMA200	-37.60%
Trades

Shs Outstand	35.83M
Shs Float	35.68M
Short Float	5.27%
Short Ratio	2.05
Short Interest	1.88M
52W High	748.89 -56.30%
52W Low	305.63 7.09%
Volatility	6.86% 6.29%
ATR (14)	25.60
RSI (14)	36.18
Beta	1.31
Rel Volume	1.03
Avg Volume	919.77K
Volume	948,247

Perf Week	3.92%
Perf Month	-27.50%
Perf Quarter	-28.22%
Perf Half Y	-53.68%
Perf YTD	-28.11%
Perf Year	-25.28%
Perf 3Y	111.91%
Perf 5Y	240.93%
Perf 10Y	765.85%
Recom	1.50
Target Price	659.40
Prev Close	348.68
Price	327.29
Change %	-6.13%

Consensus

Buy

Avg. Price Target

$659.40

Implied Upside

+101.5%

Analysts11incl. previous ratings

Rating Distribution8 Buy · 3 Hold · 0 Sell

Date	Action	Analyst	Rating Change	Price Target Change	Implied Upside
Aug 19, 2026	Upgrade	FFox Advisors	Equal Weight → Overweight
Apr 16, 2026	Downgrade	JJP Morgan	Overweight → Neutral	$700	+113.9%
Feb 04, 2026	Upgrade	WWolfe Research	Peer Perform → Outperform	$540	+65.0%
Jan 14, 2026	Upgrade	BBarclays	Equal Weight → Overweight	$537	+64.1%
Dec 15, 2025	Initiated	SSusquehanna	Positive	$550	+68.0%
Aug 25, 2025	Upgrade	JJP Morgan	Neutral → Overweight	$345	+5.4%
Jul 08, 2025	Initiated	WWolfe Research	Peer Perform
Apr 04, 2025	Upgrade	RB. Riley Securities	Sell → Neutral	$176	-46.2%
Feb 18, 2025	Initiated	FFox Advisors	Overweight	$270	-17.5%
Nov 20, 2024	Downgrade	RB. Riley Securities	Neutral → Sell	$194 → $178	-45.6%
Nov 14, 2024	Initiated	BBarclays	Equal Weight	$292	-10.8%
Nov 05, 2024	Resumed	NNeedham	Buy	$280	-14.4%
Jun 26, 2024	Initiated	JJefferies	Hold	$230	-29.7%
Mar 21, 2024	Upgrade	NNorthland Capital	Market Perform → Outperform	$200 → $220	-32.8%
Feb 06, 2024	Downgrade	NNorthland Capital	Outperform → Market Perform	$200	-38.9%
Jan 08, 2024	Downgrade	JJP Morgan	Overweight → Neutral	$185 → $210	-35.8%
Oct 05, 2023	Initiated	RRosenblatt	Buy	$230	-29.7%
Aug 22, 2023	Reiterated	NNeedham	Buy	$150 → $165	-49.6%
Apr 21, 2023	Initiated	LLake Street	Buy	$130	-60.3%
Dec 20, 2022	Upgrade	JJP Morgan	Neutral → Overweight	$126 → $156	-52.3%

Oct-26-26 12:22PM	Fabrinet's Upbeat Guidance Meets A 39% Stock Slide As Results Approach (Earnings Whispers)
Oct-19-26 04:15PM	Fabrinet to Announce First Quarter Fiscal Year 2027 Financial Results on November 2, 2026 (GlobeNewswire)
Oct-12-26 11:26AM	How Much Have Buybacks Lifted Sanminas Earnings Per Share? (Trefis) -6.14%
Sep-09-26 06:52PM	How Far Can Fabrinet Stock Fall While Its Business Accelerates? (Trefis)
Aug-26-26 11:27AM	Sanmina Stopped Retiring Stock, And Then Its Shares Pulled Back (Trefis)
10:52AM	Loading…
Aug-20-26 10:52AM	Earnings Calendar and Analysis for This Week (August 17-21) (Kiplinger)
Aug-18-26 08:37AM	This Nvidia Supplier Is Seeing Endless Data-Center Demand. Why the Stock Is Sinking. (Barrons.com) -19.38%
06:28AM	Fabrinet Shares Slide Despite Earnings Beat as Margins and Cash Flow Disappoint (InvestorsHub)
01:02AM	Fabrinet (FN) (Q4 2026) Earnings Call Highlights: Record Revenue and EPS, Data Center Growth ... (GuruFocus.com)
Aug-17-26 04:41PM	Fabrinet: Fiscal Q4 Earnings Snapshot (Associated Press)
04:15PM	Fabrinet Announces Fourth Quarter and Fiscal Year 2026 Financial Results (GlobeNewswire)
Aug-12-26 06:45AM	Markets Momentum Darlings Resurface as Optical Stocks Take Off (Bloomberg) +8.75%
Aug-11-26 04:15PM	Fabrinet to Present at the Rosenblatt 6th Annual Age of AI Technology Summit (GlobeNewswire)
Aug-06-26 03:32PM	Celestica Stock's Upside Rests On What Drops Through To Profit (Trefis)
08:30AM	Roundhill Investments Launches First-Ever Neocloud ETF (NCLD) and Photonics & Optics ETF (LYTE) (PR Newswire)
05:21PM	Loading…
Jul-28-26 05:21PM	Does Owning Celestica Really Diversify Your Portfolio? (Trefis) -7.83%
Jul-27-26 04:15PM	Fabrinet to Announce Fourth Quarter and Fiscal Year 2026 Financial Results on August 17, 2026 (GlobeNewswire)
May-11-26 04:15PM	Fabrinet to Present at J.P. Morgan Conference (GlobeNewswire)
May-04-26 04:44PM	Fabrinet: Fiscal Q3 Earnings Snapshot (Associated Press) -8.01%
04:15PM	Fabrinet Announces Third Quarter Fiscal Year 2026 Financial Results (GlobeNewswire)
Apr-30-26 11:41AM	Applied Optoelectronics Awarded $20.9M Texas Innovation Grant (IPO-Edge.com) +6.22%
Apr-29-26 05:36PM	Applied Optoelectronics Awarded $20.9M Texas Innovation Grant (Exec Edge)
Apr-20-26 04:15PM	Fabrinet to Announce Third Quarter Fiscal Year 2026 Financial Results on May 4, 2026 (GlobeNewswire)
Apr-14-26 08:22PM	FN's Optical Communications Revenues Accelerate: What's Ahead? (Quartz)
Apr-09-26 01:37PM	Fabrinet Stock: This AI Leader And Blue Dot Player Closes In On A Buy Point (Investor's Business Daily)
Mar-24-26 02:27PM	4 Memory Stocks to Consider as Demand Keeps Soaring (Barrons.com) +9.96%
01:21PM	Forget AI Worries, Memory Stocks Keep Soaring. 4 Stocks to Consider. (Barrons.com)
Mar-13-26 04:35PM	Following A Record-High Sprint, AI Leader Finds Support Amid Volatile Stock Market (Investor's Business Daily)
Mar-10-26 01:44PM	Wall Street Unveils AI Winners: Arista And Ciena Lead A Multi-Billion Dollar Backbone Explosion (Benzinga)
06:15AM	Fabrinet to Webcast Investor and Analyst Q&A Sessions at the 2026 Optical Fiber Communication Conference (GlobeNewswire)
08:00AM	Loading…
Mar-07-26 08:00AM	These 6 stocks could be major winners of an upcoming optics 'supercycle' (MarketWatch)
Mar-05-26 08:18PM	Aurora Innovation CEO Targets Hundreds of Driverless Trucks and $80M Run Rate by End of 2026 (MarketBeat) -10.11%
04:31PM	These 7 Stocks Are Analyst Favorites For Magnificent Earnings Growth; AI Play Tests Buy Point (Investor's Business Daily)
Mar-04-26 11:30AM	Why Is Fabrinet (FN) Up 23.3% Since Last Earnings Report? (Zacks)
10:50AM	FN Jumps 25% in a Month: Is There More Room for the Stock to Grow? (Zacks)
Mar-02-26 12:44PM	Fabrinet Eyes 800ZR and Co-Packaged Optics as Growth Catalysts (Zacks) +6.55%
11:53AM	FN Benefits From Strong AI Optics Growth in 2026: More Upside Ahead? (Zacks)
08:30AM	If You Invested $1000 in Fabrinet a Decade Ago, This is How Much It'd Be Worth Now (Zacks)
Feb-26-26 09:19AM	Fabrinet and Fiverr International have been highlighted as Zacks Bull and Bear of the Day (Zacks) -8.69%
04:00AM	Bull of the Day: Fabrinet (FN) (Zacks)
Feb-25-26 12:30PM	ETFs: Further rate cuts would be a real help for small-cap stocks (Yahoo Finance Video) +5.14%
Feb-24-26 08:00AM	Analysts Boost Profit Forecasts On Two Names. One Is A Data Center Play. (Investor's Business Daily)
Feb-22-26 09:05AM	Moderna, Coinbase, And Global Payments Are Among the Top 10 Large-Cap Gainers Last Week (Feb. 16-Feb. 20): Are the Others in Your Portfolio? (Benzinga)
Feb-21-26 08:00AM	Two AI Stocks, Ralph Lauren Lead Five Stocks To Watch Near Buy Points (Investor's Business Daily)
Feb-20-26 01:27PM	Three Stocks Flash Triple Strengths; A Data Center Play Is One Of Them (Investor's Business Daily) +6.29%
01:08PM	Stock Market Today: Nasdaq Gains As Trump Addresses Tariff Ruling; Alphabet Heads Higher (Live Coverage) (Investor's Business Daily)
Feb-19-26 12:58PM	Fabrinet Keeps Data Centers Humming. Shares Eye A Buy Point. (Investor's Business Daily)
11:31AM	Some US investors pivot to infrastructure amid broader AI selloff (Reuters)
Feb-16-26 10:57AM	Fabrinet (FN) Advances as Optical Hardware Demand Strengthens (Insider Monkey)
Feb-13-26 02:56PM	Another AI Data Center Play Holds Up Amid Market Turmoil, Trades Near Buy Zone (Investor's Business Daily) +7.25%
07:16AM	Will Fabrinet (FN) Become a Compounder Over Many Years? (Insider Monkey)
Feb-11-26 04:15PM	Fabrinet Publishes 2025 Corporate Responsibility Report (GlobeNewswire)
11:41AM	3 Stocks to Buy From a Prospering Electronics Components Industry (Zacks)
Feb-10-26 12:00PM	Fabrinet (FN) is a Great Momentum Stock: Should You Buy? (Zacks) -7.09%
Feb-06-26 12:45PM	Fabrinet (FN) is an Incredible Growth Stock: 3 Reasons Why (Zacks) +13.84%
12:00PM	Fabrinet (FN) Upgraded to Strong Buy: Here's Why (Zacks)
Feb-03-26 04:41PM	Stock Market Today: Nasdaq Gets Hit Hardest As Techs Sink; Palantir Climbs After Earnings Report (Live Coverage) (Investor's Business Daily) -10.22% -5.69%
04:26PM	Stocks Tumble on AI Disruption Fears (Barchart)
12:54PM	Fabrinet Q2 Earnings Surpass Estimates, Revenues Increase Y/Y (Zacks)
11:49AM	Stock Market Today: Dow Slips While Walmart Hits $1 Trillion Market Cap; Palantir Pops (Live Coverage) (Investor's Business Daily)
11:14AM	Software Stocks Retreat and Drag the Broader Market Lower (Barchart)
10:17AM	Stock Market Today: Dow Inches Higher As Palantir Rallies; Rambus Tumbles (Live Coverage) (Investor's Business Daily)
09:59AM	Nasdaq Slips, Gold and Silver Stage Substantial Recovery (Barchart)
06:41AM	Fabrinet Sees Q3 Revenue Up To $1.2 Billion (GuruFocus.com)
12:00AM	Fabrinet (FN) Q2 2026 Earnings Call Highlights: Record Revenue and Strategic Growth Amid FX ... (GuruFocus.com)
Feb-02-26 06:38PM	Fabrinet Q2 Earnings Call Highlights (MarketBeat)
05:30PM	Fabrinet (FN) Beats Q2 Earnings and Revenue Estimates (Zacks)
04:54PM	Fabrinet shares tumble despite record Q2 results (Investing.com)
04:35PM	Fabrinet Stock Craters Despite Record Q2 Revenue, EPS (Benzinga)
04:28PM	Fabrinet: Fiscal Q2 Earnings Snapshot (Associated Press Finance)
04:15PM	Fabrinet Announces Second Quarter Fiscal Year 2026 Financial Results (GlobeNewswire)
02:51PM	Three Global Leaders Near Buy Points With Earnings Ahead (Investor's Business Daily)
06:56AM	Palantir Earnings Arrive Just as Stock Could Use Some Good News (Bloomberg)
Jan-29-26 08:40AM	Fabrinet Set to Report Q2 Earnings: What's in the Cards for the Stock? (Zacks)
Jan-23-26 07:40AM	Here's What Barclays Has to Say About ?Fabrinet (FN) (Insider Monkey)
Jan-20-26 11:50AM	AI Leader Fabrinet Eyes New Buy Point Despite Stock Market Sell-Off (Investor's Business Daily)
06:00AM	Fabrinet to Announce Second Quarter Fiscal Year 2026 Financial Results on February 2, 2026 (GlobeNewswire)
Jan-14-26 09:45AM	Uber initiated, Rivian downgraded: Wall Street's top analyst calls (The Fly)
08:03AM	Here Are Wednesdays Top Wall Street Analyst Research Calls: AppLovin, Blackrock, Citigroup, DoorDash, Fabrinet, KLA Corp, Okta, Rivian, Uber and More (24/7 Wall St.)
Jan-07-26 10:00AM	OSI (OSIS) Surges 4.9%: Is This an Indication of Further Gains? (Zacks)
Jan-05-26 09:01AM	Bet on These 3 Small-Cap ETFs to Ride the January Effect (Zacks)
Dec-31-25 03:00PM	3 Best Earnings Acceleration Stocks to Buy for 2026 (Zacks)
Dec-22-25 05:39AM	AI Infrastructure Play Fabrinet (FN) Gains Positive Coverage From Susquehanna (Insider Monkey)
Dec-18-25 01:12PM	Fabrinet (FN): A Bull Case Theory (Insider Monkey) +6.08%
07:04AM	Fabrinet Rises on Nine Huge, Rare Inflow Signals in a Year (FX Empire)
Dec-16-25 10:00AM	Costco downgraded, Dollar General upgraded: Wall Streets top analyst calls (TipRanks)
04:27AM	Zacks Investment Ideas feature highlights Lumentum, Coherent and Fabrinet (Zacks)
Dec-15-25 11:46AM	The Best AI Stocks to Buy for 2026 (LITE, COHR, FN) (Zacks)
09:57AM	Costco downgraded, Dollar General upgraded: Wall Street's top analyst calls (The Fly)
09:18AM	What Makes Fabrinet (FN) a Worthy Investment? (Insider Monkey)
Dec-12-25 11:12AM	Micron Stock, Jabil Headline Another Round Of AI, Data Center Earnings Reports (Investor's Business Daily) -10.84%
Dec-04-25 09:55AM	Fabrinet (FN) Forms 'Hammer Chart Pattern': Time for Bottom Fishing? (Zacks) +5.47%
Dec-03-25 04:15PM	Fabrinet to Present at Barclays 23rd Annual Global Technology Conference (GlobeNewswire)
Nov-28-25 12:45PM	3 Reasons Growth Investors Will Love Fabrinet (FN) (Zacks)
Nov-25-25 09:36AM	Having Loser AI Stocks Like Ouster Inc. (OUST) In Your Portfolio is Good? (24/7 Wall St.)
07:01AM	Fabrinet (FN) Rose Following the Rising Demand for Data Center Spending (Insider Monkey)
Nov-14-25 04:00PM	AI-Fueled Apple Partner Engineers New Buy Point. Then This Happens. (Investor's Business Daily)
Nov-13-25 08:01AM	AI-Fueled Apple, Amazon Partner Engineers New Buy Point - And Sharp Turnaround (Investor's Business Daily) -10.06%

Show Previous News

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Archer Edward T.	EVP, Sales & Marketing	Sep 03 '26	Sale	385.91	2,500	964,765	7,007	Sep 03 04:15 PM
Archer Edward T.	EVP, Sales & Marketing	Sep 03 '26	Proposed Sale	397.98	2,500	994,950		Sep 03 10:43 AM
Bahrami Homa	Director	May 22 '26	Sale	711.91	2,500	1,779,775	16,233	May 22 05:00 PM
Bahrami Homa	Director	May 22 '26	Proposed Sale	703.00	2,500	1,757,500		May 22 10:15 AM
KELLY THOMAS F	Director	Feb 25 '26	Sale	623.85	1,850	1,154,131	17,331	Feb 27 04:20 PM
THOMAS F. KELLY	Officer	Feb 25 '26	Proposed Sale	623.85	1,850	1,154,131		Feb 25 04:11 PM
ROLLANCE E OLSON	Former Affiliate	Feb 23 '26	Proposed Sale	554.41	500	277,205		Feb 23 04:55 PM
Knight Darlene S.	Director	Dec 05 '25	Sale	482.11	500	241,056	2,684	Dec 05 06:18 PM
KELLY THOMAS F	Director	Dec 04 '25	Sale	464.14	2,200	1,021,112	18,789	Dec 05 06:17 PM
Knight Darlene S.	Director	Dec 05 '25	Proposed Sale	482.00	500	241,000		Dec 05 02:05 PM
Knight Darlene S.	Director	Dec 04 '25	Sale	472.00	500	236,000	3,184	Dec 04 06:23 PM
THOMAS F. KELLY	Officer	Dec 04 '25	Proposed Sale	464.14	2,200	1,021,111		Dec 04 04:18 PM
Knight Darlene S.	Director	Dec 04 '25	Proposed Sale	472.00	500	236,000		Dec 04 04:04 PM
Bahrami Homa	Director	Dec 01 '25	Sale	453.75	3,500	1,588,114	18,316	Dec 01 05:41 PM
Grady Seamus	Chief Executive Officer	Nov 26 '25	Sale	446.95	22,451	10,034,497	23,573	Dec 01 05:38 PM
Bahrami Homa	Director	Dec 01 '25	Proposed Sale	453.75	3,500	1,588,115		Dec 01 02:04 PM
Grady Seamus	Chief Executive Officer	Nov 26 '25	Proposed Sale	450.92	22,451	10,123,605		Nov 26 03:38 PM

Fabrinet engages in the provision of optical packaging and precision optical, electro-mechanical, and electronic manufacturing services to original equipment manufacturers (OEMs). The firm's services include process design and engineering, advanced optical packaging, printed circuit board assembly and test, new product introduction, supply chain and inventory management, and customized glass and crystal optics fabrication. The company was founded by David Thomas Mitchell on August 12, 1999 and is headquartered in George Town, Cayman Islands.

CEO & ChairmanMr. Seamus Grady

President & COODr. Harpal S. Gill Ph.D.

Executive Vice President of Sales & MarketingMr. Edward T. Archer

Vice President of Investor RelationsMr. Garo Toomajanian

VP & General CounselMr. Colin R. Campbell

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