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Fabrinet provides advanced optical packaging and precision optical, electro-mechanical, and electronic manufacturing services for AI infrastructure and data center networking equipment.
Snapshot
| Country |
CYM
|
| Exchange | Nasdaq |
| AI Layer |
chipsinfra
|
| Category |
2.30 Advanced Semiconductor Packaging & Optical Interconnects
2.40 Photonic Components, Transceivers & Integration
|
| Sentiment |
78.0% |
| USD Mkt Cap | 14.86B |
| USD Revenue | 4.64B |
| USD Net Income | 473.03M |
| P/E | 31.74 |
| fwd P/E | 19.03 |
| Price 3M | -31.4% |
| Price 6M | -17.4% |
| Price 1Y | +15.9% |
| Price 2Y | +80.4% |
| USD Share Price | 415.01 |
Price & Size
| Price |
414.58 USD |
| Market Cap |
14.86B USD |
| Shares Outstanding |
35.83M |
| Shares Float |
35.72M |
| 52w Low |
348.01 USD |
| 52w High |
748.89 USD |
| Avg Volume |
974,070 |
Valuation
| P/E (trailing) |
31.7x |
| P/E (forward) |
19.0x |
| P/B |
6.05x |
| Enterprise Value |
13.99B USD |
| Book Value / Share |
68.49 USD |
| P/S |
3.20x |
| EV / Revenue |
3.01x |
| EV / EBITDA |
26.35x |
Income
| Revenue |
4.64B USD |
| Revenue / Share |
129.58 USD |
| EBITDA |
530.73M USD |
| Net Income |
473.03M USD |
| EPS (trailing) |
13.06 USD |
| EPS (forward) |
21.79 USD |
Margins & Profitability
| Gross Margin |
12.0% |
| Operating Margin |
10.2% |
| Profit Margin |
10.2% |
| EBITDA Margin |
11.4% |
| Return on Equity |
21.3% |
| Return on Assets |
8.6% |
Growth
| Revenue Growth |
44.6% |
| Earnings Growth |
58.1% |
Cash & Debt
| Total Cash |
875.05M USD |
| Total Debt |
4.01M USD |
| Free Cash Flow |
-57.87M USD |
| Operating Cash Flow |
256.72M USD |
| Debt / Equity |
0.00x |
| Current Ratio |
2.25x |
| Quick Ratio |
1.35x |
Analyst Consensus
| Target (Mean) |
734.11 USD |
| Target (Median) |
750.00 USD |
| Target (High) |
850.00 USD |
| Target (Low) |
598.00 USD |
| Recommendation |
none |
| # Analysts |
9 |
Identifiers
| ISIN | KYG3323L1004 |
| CUSIP | G3323L100 |
| FIGI | BBG000Q4ZKG8 |
| SEDOL | B4JSZL8 |
Sentiment 78.0%
as of Sep 11, 2026
Positive drivers
Fabrinet reported strong Q4 2026 earnings driven by surging demand for high-speed optical transceivers from AI data center operators. Analyst upgrades highlighted the company's expanding capacity and long-term contracts with major hyperscalers. Positive sector momentum in AI infrastructure boosted investor confidence in FN shares.
Neutral / mixed
Broader semiconductor market volatility and mixed macroeconomic signals created some uncertainty around near-term growth rates. Fabrinet's valuation multiples remained elevated but aligned with peers in the AI supply chain. Ongoing geopolitical tensions in Asia introduced minor supply chain monitoring without immediate disruption.
Negative drivers
A slight pullback in August trading volumes reflected profit-taking after the stock's prior run-up. Concerns over potential customer inventory adjustments in optical components weighed on sentiment late in the period. Increased competition from alternative suppliers tempered some bullish projections.
Bottom line
Overall sentiment for Fabrinet remains solidly positive amid sustained AI-driven demand, tempered by typical sector volatility and competitive pressures.