Analysts Offer Predictions for Fabrinet FY2027 Earnings

Fabrinet (NYSE:FN) – Investment analysts at Northland Securities issued their FY2027 earnings estimates for Fabrinet in a note issued to investors on Tuesday, February 3rd. Northland Securities analyst T. Savageaux forecasts that the technology company will post earnings of $14.86 per share for the year. The consensus estimate for Fabrinet’s current full-year earnings is $9.40 per share.

Fabrinet (NYSE:FN) last posted its quarterly earnings data on Monday, February 2nd. The technology company reported $3.36 earnings per share for the quarter, topping the consensus estimate of $3.26 by $0.10. The company had revenue of $1.13 billion during the quarter, compared to analyst estimates of $1.08 billion. Fabrinet had a net margin of 9.69% and a return on equity of 18.69%. The company’s revenue was up 35.9% on a year-over-year basis. During the same quarter last year, the business posted $2.61 earnings per share. Fabrinet has set its Q3 2026 guidance at 3.450-3.600 EPS.

Several other analysts have also recently commented on the stock. Needham & Company LLC reissued a “buy” rating and set a $540.00 price target on shares of Fabrinet in a research note on Tuesday. Rosenblatt Securities reaffirmed a “buy” rating and set a $550.00 price objective on shares of Fabrinet in a research note on Tuesday. Wolfe Research raised Fabrinet from a “peer perform” rating to an “outperform” rating and set a $540.00 target price on the stock in a research note on Wednesday. Zacks Research cut Fabrinet from a “strong-buy” rating to a “hold” rating in a report on Monday, January 5th. Finally, B. Riley Financial boosted their target price on Fabrinet from $366.00 to $452.00 and gave the stock a “neutral” rating in a research report on Tuesday. Eight research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $511.11.

Fabrinet Stock Performance

Shares of FN opened at $505.13 on Thursday. The stock has a fifty day moving average price of $474.09 and a two-hundred day moving average price of $408.83. The company has a market cap of $18.10 billion, a price-to-earnings ratio of 48.38 and a beta of 1.04. Fabrinet has a 52-week low of $148.55 and a 52-week high of $531.22.

Insider Transactions at Fabrinet

In related news, CEO Seamus Grady sold 22,451 shares of the company’s stock in a transaction that occurred on Wednesday, November 26th. The stock was sold at an average price of $446.95, for a total value of $10,034,474.45. Following the sale, the chief executive officer directly owned 23,573 shares in the company, valued at $10,535,952.35. This represents a 48.78% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, Director Homa Bahrami sold 3,500 shares of the business’s stock in a transaction on Monday, December 1st. The shares were sold at an average price of $453.75, for a total transaction of $1,588,125.00. Following the completion of the transaction, the director owned 18,316 shares in the company, valued at approximately $8,310,885. The trade was a 16.04% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 28,151 shares of company stock worth $12,643,707 over the last ninety days. 0.24% of the stock is owned by insiders.

Institutional Investors Weigh In On Fabrinet

Several hedge funds and other institutional investors have recently bought and sold shares of the stock. Balboa Wealth Partners raised its holdings in shares of Fabrinet by 2.5% during the fourth quarter. Balboa Wealth Partners now owns 863 shares of the technology company’s stock valued at $393,000 after purchasing an additional 21 shares during the period. Richardson Financial Services Inc. raised its stake in Fabrinet by 12.2% during the 4th quarter. Richardson Financial Services Inc. now owns 211 shares of the technology company’s stock worth $96,000 after buying an additional 23 shares during the period. Allworth Financial LP raised its stake in Fabrinet by 7.4% during the 4th quarter. Allworth Financial LP now owns 405 shares of the technology company’s stock worth $184,000 after buying an additional 28 shares during the period. Cullen Frost Bankers Inc. boosted its holdings in Fabrinet by 20.4% in the third quarter. Cullen Frost Bankers Inc. now owns 171 shares of the technology company’s stock worth $62,000 after acquiring an additional 29 shares in the last quarter. Finally, Coldstream Capital Management Inc. grew its stake in Fabrinet by 3.2% in the second quarter. Coldstream Capital Management Inc. now owns 998 shares of the technology company’s stock valued at $294,000 after acquiring an additional 31 shares during the period. 97.38% of the stock is owned by institutional investors.

More Fabrinet News

Here are the key news stories impacting Fabrinet this week:

• Positive Sentiment: Zacks upgraded Fabrinet to a Zacks Rank #1 (Strong Buy), signaling stronger near‑term earnings optimism from that shop; this upgrade likely supported buying interest. Zacks Upgrade
• Positive Sentiment: A Zacks feature called Fabrinet an “incredible growth stock,” highlighting growth attributes that can drive outperformance — supportive narrative for longer‑term buyers. Zacks Growth Piece
• Positive Sentiment: Northland Securities materially raised near‑term and multi‑year EPS estimates (examples: Q3 2026 to ~$3.37, Q4 2026 to ~$3.58, FY2026 to ~$12.75 and FY2027 to ~$15.77), which lifts EPS visibility and supports a higher valuation multiple. Northland Estimate Revisions
• Positive Sentiment: Sell‑side support was reinforced by Needham and Rosenblatt reiterating Buy ratings, adding to conviction among institutional investors and traders. Needham Rosenblatt
• Neutral Sentiment: Recent company results earlier in the week beat revenue and EPS expectations and management gave bullish HPC (high‑performance computing)‑driven commentary — a fundamental positive — but the post‑report period saw volatile trading (including a selloff noted in press coverage), reflecting mixed short‑term reactions. Yahoo Coverage
• Negative Sentiment: Seeking Alpha published a piece outlining three key concerns (two related to AI exposure and one on valuation) and a rating downgrade, which may temper some investors’ enthusiasm and contribute to short‑term caution. Seeking Alpha Concerns

About Fabrinet

Fabrinet is a global provider of advanced optical packaging and precision optical, electro‐mechanical and electronic manufacturing services (CEM). The company specializes in complex manufacturing processes for original equipment manufacturers (OEMs) in communications, data center, industrial, instrumentation and medical markets. Key capabilities include high‐precision fiber alignment, micro‐assembly, testing and diagnostics, and integration of electro‐optic subassemblies.

Incorporated in 2000, Fabrinet operates under a corporate structure headquartered in Singapore with additional regional offices and design centers in the Americas, Europe and Asia.