Fabrinet is expected to report consensus revenue of $1.40 billion and non-GAAP EPS of $4.19 for the quarter ending September 30, 2026, with the current stock price of $326.39 trading significantly below the average analyst price target of $671.11.
Investors are primarily focused on the growth of the Data Center segment, which now accounts for over half of total revenue and is the main engine for the company's AI-driven momentum.
This growth is being propelled by "insatiable" demand for 800G optical transceivers, particularly from major customers like NVIDIA and Amazon. Analysts will also look for progress on the Thailand capacity expansion, specifically Building 10, which is intended to support the upcoming transition to 1.6T transceiver production in 2027.