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Added to YB: 2025-12-13

Pitch date: 2025-12-12

FN [neutral]

Fabrinet

-20.08%

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, Europe, and internationally.

Market Cap

$16.4B

Pitch Price

$482.00

Price Target

N/A

Dividend

N/A

EV/EBITDA

29.05

P/E

34.97

EV/Sales

3.34

Sector

Electronic Equipment, Instruments and Components

Category

growth

Show full summary:
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)