Fabrinet (FN) Hisse Özeti
Fabrinet, Kuzey Amerika, Asya-Pasifik ve Avrupa'da optik paketleme ve hassas optik, elektro-mekanik ve elektronik üretim hizmetleri sunmaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 2/6 |
| Gelecekteki Büyüme | 6/6 |
| Geçmiş Performans | 3/6 |
| Finansal Sağlık | 6/6 |
| Temettüler | 0/6 |
Ödüller
Risk Analizi
FN Community Fair Values
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Analyst Price Targets
Fabrinet Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$611.01 |
| 52 Haftanın En Yüksek Seviyesi | US$748.89 |
| 52 Haftanın En Düşük Seviyesi | US$244.24 |
| Beta | 1.17 |
| 1 Aylık Değişim | -12.22% |
| 3 Aylık Değişim | 21.68% |
| 1 Yıllık Değişim | 149.30% |
| 3 Yıllık Değişim | 373.65% |
| 5 Yıllık Değişim | 570.19% |
| Halka arzdan bu yana değişim | 5,583.81% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • Jun 01
FN: CPO Expansion And Buybacks Will Support Future Upside Potential
Analysts have lifted their price target for Fabrinet from $582.22 to $749.11, citing updated assumptions for revenue growth, profit margins, and future P/E that feed into a higher fair value estimate and a slightly higher discount rate. What's in the News Fabrinet made a minority investment in Taiwan based Raytek Semiconductor, a wafer level packaging specialist, to strengthen its position in the co packaged optics (CPO) supply chain.Seeking Alpha • May 26
Fabrinet: Get Out Or Trim Before The Hype Ends
Summary FN delivered record-breaking growth, especially in datacenter interconnect, with demand outpacing supply and strong momentum into FY2027. Despite robust business fundamentals, FN now trades at over 50x forward P/E, more than double its multiple from two years ago. FN's valuation premium is not justified by its growth or profitability metrics versus peers, which trade at 22–32x forward P/E. What's interesting to me is that FN trades at 2x times higher valuation than the likes of NVDA, GOOG, or AMZN. Which are some of the best businesses ever created. I recommend a strong sell on FN, urging investors to trim or exit positions due to overvaluation risk. Read the full article on Seeking Alpha
Anlatı Güncellemesi • May 15
FN: Completed Buybacks And Earnings Outlook Will Support Future Upside Potential
Analysts have kept their average Fabrinet price target steady at $850.00. The latest update reflects tweaks to assumptions for discount rate, revenue growth, profit margins and future P/E that together support this unchanged view on fair value.Recent updates
Anlatı Güncellemesi • Jun 01
FN: CPO Expansion And Buybacks Will Support Future Upside Potential
Analysts have lifted their price target for Fabrinet from $582.22 to $749.11, citing updated assumptions for revenue growth, profit margins, and future P/E that feed into a higher fair value estimate and a slightly higher discount rate. What's in the News Fabrinet made a minority investment in Taiwan based Raytek Semiconductor, a wafer level packaging specialist, to strengthen its position in the co packaged optics (CPO) supply chain.Seeking Alpha • May 26
Fabrinet: Get Out Or Trim Before The Hype Ends
Summary FN delivered record-breaking growth, especially in datacenter interconnect, with demand outpacing supply and strong momentum into FY2027. Despite robust business fundamentals, FN now trades at over 50x forward P/E, more than double its multiple from two years ago. FN's valuation premium is not justified by its growth or profitability metrics versus peers, which trade at 22–32x forward P/E. What's interesting to me is that FN trades at 2x times higher valuation than the likes of NVDA, GOOG, or AMZN. Which are some of the best businesses ever created. I recommend a strong sell on FN, urging investors to trim or exit positions due to overvaluation risk. Read the full article on Seeking AlphaAnlatı Güncellemesi • May 15
FN: Completed Buybacks And Earnings Outlook Will Support Future Upside Potential
Analysts have kept their average Fabrinet price target steady at $850.00. The latest update reflects tweaks to assumptions for discount rate, revenue growth, profit margins and future P/E that together support this unchanged view on fair value.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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).Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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 AlphaHissedar Getirileri
| FN | US Electronic | US Pazar | |
|---|---|---|---|
| 7D | -1.6% | 4.5% | 0.8% |
| 1Y | 149.3% | 98.0% | 24.2% |
Getiri vs. Endüstri: FN geçen yıl % 98 oranında getiri sağlayan US Electronic sektörünü aştı.
Getiri vs Piyasa: FN geçen yıl % 24.2 oranında getiri sağlayan US Piyasasını aştı.
Fiyat Oynaklığı
| FN volatility | |
|---|---|
| FN Average Weekly Movement | 11.7% |
| Electronic Industry Average Movement | 9.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
İstikrarlı Hisse Senedi Fiyatı: FN hisse senedi fiyatı, son 3 ayda US piyasasına kıyasla dalgalı seyretti.
Zaman İçindeki Volatilite: FN 'nin haftalık oynaklığı ( 12% ) geçen yıl boyunca sabit kaldı, ancak hala US hisselerinin %75'inden yüksek.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1999 | 16,457 | Seamus Grady | www.fabrinet.com |
Fabrinet, Kuzey Amerika, Asya-Pasifik ve Avrupa'da optik paketleme ve hassas optik, elektro-mekanik ve elektronik üretim hizmetleri sunmaktadır. Şirket, süreç tasarımı ve mühendisliği, tedarik zinciri yönetimi, üretim, baskılı devre kartı montajı, paketleme, entegrasyon, son montaj ve test dahil olmak üzere üretim sürecinde bir dizi gelişmiş optik ve elektro-mekanik yetenek sunmaktadır. Ürünleri arasında, ağ yöneticilerinin ses, video ve veri iletişim trafiğini çeşitli dalga boylarında, hızlarda ve çeşitli mesafelerde fiber optik kablolar üzerinden yönlendirmesini sağlayan yeniden yapılandırılabilir optik ekleme-bırakma çoklayıcıları, optik amplifikatörler, modülatörler ve diğer optik bileşenler ve modüller dahil olmak üzere anahtarlama ürünleri bulunmaktadır.
Fabrinet Temel Bilgiler Özeti
| FN temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$20.86b |
| Kazançlar(TTM) | US$420.97m |
| Gelir(TTM) | US$4.24b |
52.0x
F/K Oranı5.2x
P/S OranıFN aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| FN gelir tablosu (TTM) | |
|---|---|
| Gelir | US$4.24b |
| Gelir Maliyeti | US$3.73b |
| Brüt Kâr | US$509.75m |
| Diğer Giderler | US$88.78m |
| Kazançlar | US$420.97m |
Son Raporlanan Kazançlar
Mar 27, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 11.75 |
| Brüt Marj | 12.04% |
| Net Kâr Marjı | 9.94% |
| Borç/Özkaynak Oranı | 0% |
FN uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/06/12 15:02 |
| Gün Sonu Hisse Fiyatı | 2026/06/12 00:00 |
| Kazançlar | 2026/03/27 |
| Yıllık Kazançlar | 2025/06/27 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Fabrinet 19 Bu analistlerden 8, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Timothy Long | Barclays |
| Dong Wang | Barclays |
| Karl Ackerman | BNP Paribas |