Update shared on 01 Nov 2025
Fair value Increased 3.19%Analysts have raised their price target for Fabrinet from $352.88 to $364.13, citing modest adjustments to fair value estimates alongside a slightly higher forward earnings multiple.
What's in the News
- Between March 29, 2025 and June 27, 2025, Fabrinet repurchased 107,945 shares for $22.26 million. This brings total buybacks since August 2017 to 3,874,078 shares or 10.53% of shares outstanding for $360.02 million (Key Developments).
- The company completed a significant stage of its multi-year buyback program, further reducing its outstanding shares (Key Developments).
- Fabrinet issued new guidance for the first fiscal quarter ending September 26, 2025, expecting revenue between $910 million and $950 million and GAAP net income per diluted share between $2.48 and $2.63, based on 36.1 million shares outstanding (Key Developments).
Valuation Changes
- Fair Value Estimate: Increased from $352.88 to $364.13. This reflects a modest upward revision.
- Discount Rate: Increased slightly from 8.22 percent to 8.24 percent.
- Revenue Growth: Remained steady at approximately 16.89 percent.
- Net Profit Margin: Unchanged, holding near 9.84 percent.
- Future P/E Multiple: Rose modestly from 28.30x to 29.22x.
Disclaimer
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