Added to YB: 2025-12-13
Pitch date: 2025-12-12
FN [neutral]
Fabrinet
+6.6%
current return
Author Info
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Company Info
Fabrinet provides optical packaging and precision optical, electro-mechanical, and electronic manufacturing services in North America, the Asia-Pacific, and Europe.
Market Cap
$17.8B
Pitch Price
$482.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
38.48
P/E
47.62
EV/Sales
4.33
Sector
Electronic Equipment, Instruments and Components
Category
growth
Optics: The Next Big Theme & The Best Stocks Today - Fabrinet
FN (quick overview): OSAT provider packaging/testing photonic modules for AI data centers. Est 27.9% revenue growth & 30.9% EBITDA growth in FY26, 10.7% net margin. Trades 3.8x NTM EV/Sales, 30.5x EV/EBITDA, 36.7x P/E. Positioned for AI datacenter growth via high-reliability transceivers.
Read full article (1 min)