Fabrinet

Fabrinet(FN)の株式分析

$385.200

-7.588 (-1.97%)終値時点

Loading chart…
高値
385.970
始値
373.880
出来高加重平均価格
378.53
出来高
1.02M
時価総額
8.91B
安値
364.410
売買代金
384.50M
EV/EBITDA(TTM)
18.37

Fabrinet is a provider of advanced optical packaging and precision optical, electro-mechanical and electronic manufacturing services to original equipment manufacturers of complex products, such as optical communication components, modules and sub-systems, automotive components, industrial lasers, medical devices and sensors. The Company offers a range of advanced optical and electro-mechanical capabilities across the entire manufacturing process, including process design and engineering, supply chain management, manufacturing, complex printed circuit board assembly, advanced packaging, integration, final assembly and testing. It focuses primarily on low-volume production of a wide variety of high complexity products. It also designs and fabricates applications-specific crystals, lenses, prisms, mirrors, laser components, and substrates (customized optics) and other custom and standard borosilicate, clear fused quartz, and synthetic fused silica glass products (customized glass).

fabrinet.com

AI分析 of Fabrinet (FN)

買い

Fabrinet appears to be a strong buy right now due to its recent performance and growth prospects. The current price is $486.28, and the company has shown a significant year-over-year revenue increase of 45% in the latest quarter, indicating strong demand in the AI infrastructure sector. Additionally, the forward P/E ratio stands at 12.82, suggesting the stock is undervalued compared to its earnings potential. However, a key risk is the recent insider selling, where the CEO sold shares worth $1.7 million, which could raise concerns among investors.

アナリスト評価(6)

上値余地 +41.44%
買い
5 買い
1 中立
0 売り
現在: 385.20
安値
499.00
平均
544.83
高値
600.00

Northland

2026-09-23

目標株価

$800

アウトパフォーム

Fox Advisors

2026-08-19

目標株価

—

アウトパフォーム

JPMorgan

2026-05-05

目標株価

$680

中立

Rosenblatt

2026-05-05

目標株価

$750

買い

Fox Advisors

2026-05-05

目標株価

—

Equal-Weight

バリュエーション指標

Fabrinet(FN)の現在の予想PERは12.82で、5年平均は18.89です。

予想PER

割安
5年平均 P/E
18.89
現在のP/E
12.82
割高
24.26
割安
13.51

予想EV/EBITDA

適正
5年平均 EV/EBITDA
17.56
現在のEV/EBITDA
18.37
割高
24.81
割安
10.30

予想PSR

適正
5年平均 P/S
2.29
現在のP/S
2.10
割高
3.07
割安
1.51

Alphio AI による FN の価格シナリオ

シナリオ価格は本年の最終月次予想レンジです。確率はモデルの固定ウェイト(25 / 50 / 25)であり、保証ではありません。

強

強気

強気 · 25%FN

$325.58

シナリオ価格

基

基本

基本 · 50%FN

$278.05

シナリオ価格

弱

弱気

弱気 · 25%FN

$246.32

シナリオ価格

FN を保有するクジラ

V

Veritas Investment Management LLP

+ を保有FN

+5.81%

3か月リターン

C

Circle Wealth Management, LLC

+ を保有FN

+4.68%

3か月リターン

H

Hudson River Trading LLC

+ を保有FN

+2.22%

3か月リターン

R

Rice Hall James & Associates, LLC

+ を保有FNMEDP

+0.56%

3か月リターン

E

EULAV Asset Management

+ を保有FN

+0.22%

3か月リターン

P

Polar Capital Holdings Plc

+ を保有FN

+0.11%

3か月リターン

イベントタイムライン

2026-08-18 (ET)

16:30:00

Major Averages Decline as Bond Yields Surge

12:30:00

Fabrinet Shares Down 19.8%

12:00:00

Major Averages Decline as Bond Yields Surge

10:30:00

Fabrinet Shares Down 18.6%

09:00:00

Stock Futures Weaken as Oil Prices and Treasury Yields Rise

ニュース

FN のよくある質問 — Alphio AI が回答

Fabrinet is a provider of advanced optical packaging and precision optical, electro-mechanical and electronic manufacturing services to original equipment manufacturers of complex products, such as optical communication components, modules and sub-systems, automotive components, industrial lasers, medical devices and sensors. The Company offers a range of advanced optical and electro-mechanical capabilities across the entire manufacturing process, including process design and engineering, supply chain management, manufacturing, complex printed circuit board assembly, advanced packaging, integration, final assembly and testing. It focuses primarily on low-volume production of a wide variety of high complexity products. It also designs and fabricates applications-specific crystals, lenses, prisms, mirrors, laser components, and substrates (customized optics) and other custom and standard borosilicate, clear fused quartz, and synthetic fused silica glass products (customized glass). It operates in the Technology sector (TELEPHONE & TELEGRAPH APPARATUS industry).

Fabrinet appears to be a strong buy right now due to its recent performance and growth prospects. The current price is $486.28, and the company has shown a significant year-over-year revenue increase of 45% in the latest quarter, indicating strong demand in the AI infrastructure sector. Additionally, the forward P/E ratio stands at 12.82, suggesting the stock is undervalued compared to its earnings potential. However, a key risk is the recent insider selling, where the CEO sold shares worth $1.7 million, which could raise concerns among investors.

6 analysts cover FN: 5 rate it Buy, 1 Hold and 0 Sell. The average price target is 544.83.

コミュニティ

もっと見る ↗
PerpBlock2026/9/9

Just wanted to go vent on the forum, but then I checked my balance — never mind, the market is always right. Right after the bearish news came out, $FN/FN started turning down, and this drop came faster than expected. I entered the short at 490.3, got shaken around twice in the middle and almost got stopped out, but luckily I held on. Now the price is 422.8, with a return of +269.86%, and it feels great. The logic isn't complicated: on that last push up, volume clearly didn't follow, a typical bull trap structure. It couldn't hold, so naturally it had to pull back. On execution, I closed 80% first, and the remaining 20% is defended at breakeven — I won't let profit turn into regret. Being flat is not a crime; opening positions recklessly is the mistake. Even if it's just one point of profit, if you can take it, it's yours; no matter how big the unrealized gain is, it belongs to the market. Don't blindly chase shorts now — wait for my signal on the next opportunity, that's steadier than anything 🎯 $ADA $DOGE

もっと見る
PerpBlock2026/9/7

Just checked my balance before venting online — the market is always right. Quick recap: the $FN short I opened a few days ago at 490.3 is now at 422.9, with unrealized gains around +269.86%. Not the heaviest position, but the timing felt right. When the early session dip started, price didn't drop straight down — it first pulled back to a higher level for a second test. Each push up lost momentum, volume kept shrinking, and there was clear resistance overhead. I judged the bounce was weak, so instead of chasing the initial drop, I waited for price to return near 490.3 to enter, with a stop just above that resistance. If it weakens further, I hold; if it breaks out, I take the loss and move on. A controlled loss is part of proper trading. Managing risk upfront is discipline; cutting losses after the fact is damage control. I've taken 80% off this trade and moved the stop on the remaining 20% to breakeven. If it keeps weakening, that small position can run for more; if it bounces, the protective stop exits me without fighting the market. This is not a spot to chase. Wait for the next signal before acting. Don't burn patience in chop, then try to reclaim confidence in a trend. $ZEC $LAB

もっと見る
登録またはログインして議論に参加

本ページは調査目的であり、投資助言ではありません。モデルは誤ることがあります。過去の実績は将来の成果を保証しません。

取引を始める