Fabrinet's Expectations Ahead of Q1 2026 Revenue Report

Fabrinet is preparing to announce its Q1 2026 revenue report on November 3, 2025. In the last 90 days, analysts have revised upward their revenue forecasts for 2026 and 2027.

Brokerage firms approach Fabrinet with an average "Outperform" recommendation, reflecting increasing optimism about the company’s future performance.

Investors need to believe in the long-term strong demand for high-speed optical components and the company’s ability to fulfill major customer contracts to be shareholders of Fabrinet. The recent rise in analyst revenue forecasts reinforces short-term optimism, while the dependency on major customers like NVIDIA and Cisco stands out as a significant risk factor. Unless Fabrinet shows broad diversification, these factors may limit the impact of optimistic forecasts on risk.

The upcoming Q1 2026 revenue report will reveal whether the increasing revenue expectations translate into improved profit margins and sustainable profitability. This is directly related to the company’s efforts to overcome supply chain challenges and its growth strategy centered on increasing production capacity of next-generation transceivers.

However, investors need to be aware of the challenges Fabrinet may face in case of weakening demand from key customers or unexpected changes.

Forecasts for Fabrinet anticipate $5.4 billion in revenue and $537.3 million in profit by 2028. These figures are based on an annual growth rate of 16.3% and an increase of $204.8 million from the current profit of $332.5 million.

Fabrinet’s forecasts indicate a potential downside value of $364.12, which is 17% lower than the current price. Four different valuation estimates tracked within the community vary widely from $248.11 to $375. As customer concentration is highlighted as a significant risk by many analysts, it is evident that there are differing perspectives on Fabrinet’s potential and challenges.

You can review our free Fabrinet research report for key statistics that will shape your investment decisions. This report provides a visual summary showcasing the company’s financial health and could serve as an important starting point to evaluate investment opportunities.