Fabrinet

NYSE:FN Lagerbericht

Marktkapitalisierung: US$23.3b

Fabrinet Zukünftiges Wachstum

Future Kriterienprüfungen 6/6

Fabrinet wird ein jährliches Gewinn- und Umsatzwachstum von 23.3% bzw. 21.4% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 23% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 24.2% betragen.

Wichtige Informationen

23.3%

Wachstumsrate der Gewinne

22.97%

EPS-Wachstumsrate

Electronic Gewinnwachstum24.3%
Wachstumsrate der Einnahmen21.4%
Zukünftige Eigenkapitalrendite24.16%
Analystenabdeckung

Good

Zuletzt aktualisiert05 May 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Recent updates

Analyse-Update • Apr 30

FN: Buybacks And Higher Long Term Assumptions Will Support Future Upside Potential

Analysts have raised their price target on Fabrinet from $715 to $850, citing updated assumptions for revenue growth, profit margin, and future P/E that contribute to a higher assessed fair value under a slightly adjusted discount rate. What's in the News Fabrinet reported that from September 27, 2025 to December 26, 2025 it repurchased 12,439 shares, representing 0.03% of shares, for US$4.81 million under its existing buyback program (Key Developments).
Analyse-Update • Apr 16

FN: Rich Multiple And Earnings Outlook Will Drive Future Downside Risk

Analysts have raised their price target for Fabrinet from about $493 to roughly $582. They cite updated assumptions around slightly higher revenue growth, margins, and future P/E as the key drivers behind this shift.
Analyse-Update • Apr 02

FN: Buybacks And Margin Improvements Will Support Future Upside Potential

Analysts have raised their price target for Fabrinet from $600 to $715, citing updated assumptions for slightly higher revenue growth, a modestly higher profit margin, a lower discount rate, and a higher future P/E multiple. What's in the News Fabrinet updated its outlook for the third fiscal quarter ending March 27, 2026, with expected revenue in the range of US$1.15b to US$1.20b.
Seeking Alpha • Mar 29

Fabrinet: Excellent Growth Is Overshadowed By Overvaluation And Overbought Stock Level

Summary Fabrinet delivered record Q2 2026 results, with revenue up 36% YoY to $1.13B and non-GAAP EPS up 29% to $3.36. FN's robust growth is supported by capacity expansion, strong demand in Telecom and HPC, and a solid balance sheet with zero net debt. Despite operational momentum, FN trades at 44x FY26E EPS — more than double the sector median — raising concerns about valuation-driven downside risk. I maintain a Hold rating due to FN’s premium valuation and extreme overbought technicals, despite multi-year growth potential and positive Q3 guidance. Read the full article on Seeking Alpha
Analyse-Update • Mar 19

FN: Higher Forward P/E Assumptions Will Likely Restrain Future Share Returns

Analysts have raised their price target on Fabrinet from $317.26 to $452.00, citing updated assumptions including slightly higher revenue growth, marginally stronger profit margins, a modestly lower discount rate, and a higher future P/E multiple. What's in the News Fabrinet reported completing a share repurchase program announced on August 21, 2017, buying back a total of 3,887,487 shares, or 10.56% of the company, for US$365.1m under the plan.
Analyse-Update • Mar 04

FN: Lower Forward P/E Assumptions Will Likely Temper Future Share Returns

Analysts have trimmed their average price target on Fabrinet to reflect a fair value update to $317.26, citing refreshed assumptions around discount rates, revenue growth, profit margins and forward P/E. What's in the News Fabrinet completed a share repurchase program announced on August 21, 2017, buying a total of 3,887,487 shares, or 10.56% of the company, for US$365.1m under this authorization (Key Developments).
Neue Analyse • Mar 03

Fabrinet (FN): The Optical Backbone – Scaling High-Precision Manufacturing for the 1.6T AI Transition in 2026.

Fabrinet (FN) is currently positioned as the "indispensable craftsman" of the AI hardware supply chain, trading at $553.00 as of the March 3, 2026, close. Despite a sharp 4.9% intraday drop today amid broader tech sector profit-taking, the stock has been a massive outperformer over the last year, recently peaking at an all-time high of $632.99.
Analyse-Update • Feb 18

FN: Share Repurchases And Margin Strength Will Support Future Upside

Analysts have nudged their price outlook for Fabrinet higher to $600.00, citing small adjustments to assumptions such as a discount rate of 8.34%, revenue growth of 21.31%, a profit margin of 10.32%, and a forward P/E of 37.24x. What's in the News Fabrinet repurchased 12,439 shares for US$4.81m between September 27, 2025 and December 26, 2025, representing 0.03% of shares.
Analyse-Update • Feb 04

FN: Richer Forward P/E And Margin Assumptions Will Likely Restrain Returns

Analysts have lifted their price target range for Fabrinet to reflect a fair value of about US$324.57 per share. They cite updated views on the discount rate, revenue growth, profit margin and forward P/E assumptions.
Analyse-Update • Jan 21

FN: Higher Margins And Buybacks Will Support Stronger Future Upside

Analysts have lifted their price target on Fabrinet from US$375.00 to US$600.00, citing updated assumptions around higher revenue growth, slightly higher discount rates, stronger profit margins, and a richer future P/E multiple. What's in the News Fabrinet updated its earnings guidance for the second fiscal quarter ending December 26, 2025, with expected revenue in the range of US$1.05b to US$1.10b (Key Developments).
Analyse-Update • Jan 07

FN: Future Performance Will Be Shaped By Buybacks And Earnings Guidance

Analysts have raised their price target on Fabrinet to US$492.67 from US$479.25, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E that together support a slightly higher valuation framework. What's in the News Fabrinet reported that between June 28, 2025 and September 26, 2025, it repurchased 970 shares for US$0.27m, completing a total buyback of 3,875,048 shares, or 10.53% of the company, under its repurchase program announced on August 21, 2017 (Key Developments).
Analyseartikel • Jan 02

Returns Are Gaining Momentum At Fabrinet (NYSE:FN)

There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
Analyse-Update • Dec 14

FN: Elevated Earnings Multiple Will Likely Pressure Future Share Returns

Analysts have raised their price target on Fabrinet, lifting fair value estimates from approximately 226 dollars to about 284 dollars. This change reflects stronger expectations for revenue growth, slightly higher profit margins, and a modestly richer future earnings multiple.
Analyse-Update • Nov 29

FN: Stable Performance Outlook Will Be Shaped By Continued Share Buybacks

Analysts have maintained their fair value estimate for Fabrinet at $479.25. They cite minimal changes in underlying assumptions and continued confidence in the company’s financial outlook.
Analyse-Update • Nov 15

FN: Significant Buyback Completion Will Drive Projected Upside Momentum

Fabrinet Sees Analyst Price Target Jump with Optimistic Revenue Projections Analysts have raised their fair value estimate for Fabrinet from $364.13 to $479.25, citing stronger anticipated revenue growth as a primary driver for the upward revision. What's in the News Fabrinet has completed the repurchase of 3,875,048 shares, representing 10.53% for $360.28 million, as part of the buyback announced on August 21, 2017 (Key Developments).
Analyseartikel • Nov 11

After Leaping 29% Fabrinet (NYSE:FN) Shares Are Not Flying Under The Radar

Fabrinet ( NYSE:FN ) shareholders have had their patience rewarded with a 29% share price jump in the last month...
Analyse-Update • Nov 01

FN: Future Share Buyback Progress Is Likely To Limit Upside Potential

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.
Analyse-Update • Oct 17

HPC Manufacturing And AWS Alliance Will Open New Markets

Analysts have raised their price target for Fabrinet from $332.75 to $352.88. They cite stronger revenue growth expectations, even though there is a slight decline in projected profit margins.
Analyse-Update • Oct 03

HPC Manufacturing And AWS Alliance Will Open New Markets

Analysts have raised their price target for Fabrinet from $324.63 to $332.75. This reflects a modest increase as expectations for future performance improve.
Analyseartikel • Sep 13

Is Fabrinet (NYSE:FN) Potentially Undervalued?

Today we're going to take a look at the well-established Fabrinet ( NYSE:FN ). The company's stock received a lot of...
Analyse-Update • Aug 20

AWS Partnership And Telecom Wins Will Unlock Future Potential

Despite a higher discount rate, the consensus analyst price target for Fabrinet has increased—driven primarily by a modest rise in forward P/E—resulting in a new fair value estimate of $321.25. What's in the News Fabrinet issued Q1 earnings guidance, projecting revenue of $910 million to $950 million.
Analyseartikel • Jul 25

The Return Trends At Fabrinet (NYSE:FN) Look Promising

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Analyseartikel • Jul 10

Is Now The Time To Put Fabrinet (NYSE:FN) On Your Watchlist?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Analyseartikel • Jun 27

Fabrinet's (NYSE:FN) 27% Share Price Surge Not Quite Adding Up

Fabrinet ( NYSE:FN ) shares have continued their recent momentum with a 27% gain in the last month alone. Looking...
Analyseartikel • Jun 19

A Look At The Intrinsic Value Of Fabrinet (NYSE:FN)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Fabrinet fair value estimate is US$291 Current share price of...
Seeking Alpha • Feb 12

Fabrinet: Struggling To Kick On

Summary The Fabrinet stock has struggled to make any headway over the past year, and the Q2 results which came out last week failed to lift sentiment. We cover some of the major sub-plots of the earnings event and ascertain why weakness has persisted despite a strong beat and a lift in guidance at the headline level. On a forward P/E basis, Fabrinet is still priced at a slight premium to its historical average, but that premium can be mitigated by the sturdy earnings growth on offer. Despite weak cash flow generation, the subdued market-cap makes the current FCF yield of +4% look better than the historical average of around 3%. Fabrinet's short, medium, long-term and relative strength charts don't reflect well on its prospects. Read the full article on Seeking Alpha

Gewinn- und Umsatzwachstumsprognosen

NYSE:FN - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (USD Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
6/30/20286,8677125568364
6/30/20275,6585914126758
6/30/20264,5994631783937
3/27/20264,23542145257N/A
12/26/20253,893377102278N/A
9/26/20253,593351201348N/A
6/27/20253,419333207328N/A
3/28/20253,263326272356N/A
12/27/20243,123326314383N/A
9/27/20243,002308294351N/A
6/28/20242,883296365413N/A
3/29/20242,786276347401N/A
12/29/20232,719254277337N/A
9/29/20232,675248234298N/A
6/30/20232,645248151213N/A
3/31/20232,577243100159N/A
12/30/20222,476235110172N/A
9/30/20222,37422080148N/A
6/24/20222,26220034124N/A
3/25/20222,18418762151N/A
12/24/20212,09917362138N/A
9/24/20211,98616057125N/A
6/25/20211,87914874122N/A
3/26/20211,77513475126N/A
12/25/20201,70712588139N/A
9/25/20201,679121132183N/A
6/26/20201,642113107151N/A
3/27/20201,642118113146N/A
12/27/20191,630119N/A131N/A
9/27/20191,606119N/A115N/A
6/28/20191,584121N/A147N/A
3/29/20191,525111N/A154N/A
12/28/20181,458103N/A170N/A
9/28/20181,39291N/A176N/A
6/29/20181,37284N/A138N/A
3/30/20181,39789N/A100N/A
12/29/20171,43289N/A88N/A
9/29/20171,44695N/A69N/A
6/30/20171,42097N/A71N/A
3/31/20171,32689N/A66N/A
12/30/20161,21089N/A43N/A
9/30/20161,09283N/A42N/A
6/24/201697762N/A47N/A
3/25/201690755N/A54N/A
12/25/201584545N/A46N/A
9/25/201580134N/A41N/A
6/26/201577444N/A53N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: FNDas prognostizierte Gewinnwachstum (23.3% pro Jahr) liegt über der Sparquote (3.5%).

Ertrag vs. Markt: FNDie Erträge des Unternehmens (23.3% pro Jahr) werden voraussichtlich schneller wachsen als der Markt US (16.8% pro Jahr).

Hohe Wachstumserträge: FNEs wird erwartet, dass die Erträge des Unternehmens in den nächsten 3 Jahren erheblich steigen werden.

Einnahmen vs. Markt: FNDie Einnahmen des Unternehmens (21.4% pro Jahr) werden voraussichtlich schneller wachsen als der Markt US (11.6% pro Jahr).

Hohe Wachstumseinnahmen: FNDie Einnahmen des Unternehmens (21.4% pro Jahr) werden voraussichtlich schneller wachsen als 20% pro Jahr.

Wachstumsprognosen für den Gewinn je Aktie

Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: FNDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich hoch sein (24.2%)

Wachstumsunternehmen entdecken

7D

1Y

7D

1Y

7D

1Y

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/12 12:57
Aktienkurs zum Tagesende2026/05/12 00:00
Gewinne2026/03/27
Jährliche Einnahmen2025/06/27

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Fabrinet wird von 19 Analysten beobachtet. 8 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Timothy LongBarclays
Dong WangBarclays
Karl AckermanBNP Paribas