Análisis Argos
FN
FNCara
Fabrinet · Technology
US$ 499.61
precio al 2026-07-04
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
46/100
LA RESPUESTA
El mercado le pide crezca 60% al año — más de lo que ha demostrado (15.6%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Las ganancias crecieron 12% el último año.
Retorno sobre el capital alto (18%).
Tiene más caja que deuda: balance fuerte.
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Venta significativa de insiders en el último trimestre.
VALOR1/6FUTURO4/6PASADO3/6SALUD6/6DIVIDENDO2/6
El Iris de calidad
VALOR1/6FUTURO4/6PASADO3/6SALUD6/6DIVIDENDO2/6
ValorCotiza por encima de su valor justo
FuturoIngresos creciendo con fuerza
PasadoHistorial aceptable
SaludBalance fuerte, deuda controlada
DividendoRetorno al accionista moderado
Score Argos46de 100Cara
Ingresos19%
US$ 3.4 B
Margen operativo1%
9.5%
Flujo de caja libre43%
US$ 0.2 B
Deuda neta
US$ -0.3 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 17.9B
P/E53.8x
EV/EBITDA46.6x
FCF yield1.2%
ROIC18%
Margen operativo9.5%
Crecim. ingresos+18.6%/año
Piotroski F4/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

247wallst.com · 3 jul
What Makes Fabrinet a Key Player in the AI Optical Supply Chain
Fabrinet (NYSE:FN | FN Price Prediction) occupies a peculiar seat in the AI infrastructure trade: it builds the transceivers, lasers, and silicon photonics engines pouring into hyperscale data centers, even though the designs originate elsewhere.
schaeffersresearch.com · 2 jul
Dow Taps Record as Nasdaq, Chips Pull Back
Stocks are trading mixed as chip stocks weigh and investors digest a fresh batch of June nonfarm payrolls data
seekingalpha.com · 26 jun
Fabrinet: Capacity Build-Out Sets Up FY27 Acceleration
Fabrinet is rated Buy with a $622 price target, driven by robust growth and strategic capacity expansion. FN's Q3 revenue surged 39% YoY to $1.214B, with operating margin expanding 50 bps and ROIC reaching 41.8%. Capacity build-out to $8.5B revenue enables multi-year growth visibility, underpinned by direct-to-hyperscaler and CPO programs.
zacks.com · 26 jun
Fabrinet's AI Push Bodes Well: Is There Scope for More Upside?
FN's AI push is gaining traction as demand for 800G and 1.6T optical products rises across expanding AI data centers.
marketbeat.com · 26 jun
Fabrinet Is Becoming a Quiet Winner in the AI Optics Buildout
Fabrinet TodayFNFabrinet$567.33 -0.84 (-0.15%) As of 06/25/2026 03:59 PM Eastern This is a fair market value price provided by Massive. Learn more.52-Week Range$272.49▼$748.89P/E Ratio48.74Price Target$661.75Add to WatchlistFabrinet's NYSE: FN stock price is up by a high triple-digit amount year-over-year (YOY), as of mid-June 2026, and is on track to continue rising at a similar pace over the subsequent quarters.
zacks.com · 22 jun
Is FN Stock Worth Betting on at a Premium or Should Investors Wait?
Fabrinet's AI-driven surge and debt-free balance sheet support growth, but premium valuation, datacom supply constraints and FX risks cloud its entry point.
zacks.com · 9 jun
Microchip or Fabrinet: Which Tech Stock Is a Better Buy Now?
Microchip edges past Fabrinet as AI data-center wins and a coming 3nm PCIe Gen6 switch offset its pricier valuation.
finbold.com · 4 jun
U.S. Rep. Josh Gottheimer just loaded up on these 4 AI chip stocks
United States Representative Josh Gottheimer, a Democrat from New Jersey, just disclosed a wave of fresh stock purchases, and among them, four are direct bets on the Artificial Intelligence (AI) chip industry.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.