Fabrinet

2 days ago · seekingalpha.com

Fabrinet is positioned to benefit from surging AI and data center demand, driving robust optical manufacturing growth. FN's aggressive capacity expansion, supported by a strong balance sheet and no debt, underpins its ability to capture future demand. Operating leverage and accelerating EPS growth have compressed FN's valuation, making shares attractive after a sharp correction.

2 days ago · seekingalpha.com

Fabrinet delivered 45% Q4 FY2026 revenue growth, driven by surging AI data center demand, with Data Center revenue up 68%. At $380, FN trades at 21x FY2027 EPS, but valuation improves to 17x FY2028 and 13x FY2029 on accelerating earnings growth. DCI and customer diversification are key growth drivers, while capacity expansions could push production to $9.8 billion by early 2027.

2 days ago · fool.com

Fabrinet holds a critical, high-barrier position in the AI infrastructure supply chain. Rapid revenue growth is currently driven by a small number of major hyperscaler customers.

5 days ago · zacks.com

Fabrinet (FN) reported earnings 30 days ago. What's next for the stock?

7 days ago · marketbeat.com

Two weeks in, September is already doing what September usually does. The S&P 500 drifted lower toward its 21-day moving average, the AI trade lost its footing, and several companies that had just posted double-digit earnings beats got sold anyway.

25 days ago · zacks.com

The mean of analysts' price targets for Fabrinet (FN) points to a 64.1% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

26 days ago · fool.com

The disposition involved 3,865 direct shares with an estimated value of ~$1.7 million based on a weighted average price of $436.67. The transaction represented 7% of the insider's previous direct equity holdings in the company.

1 month ago · fool.com

Fabrinet beat on its fourth quarter earnings report. The company also guided above consensus for the current quarter.

1 month ago · marketbeat.com

Fabrinet NYSE: FN executives said demand across data center interconnect, datacom, automotive and industrial markets remains strong, with the company expanding manufacturing capacity to support what Chairman and CEO Seamus Grady described as substantial multi-year growth opportunities.

1 month ago · fool.com

Fabrinet's Q4 results and forward guidance generally looked quite strong. Investors are concerned about high capital expenditures eating into free cash flow.