Advertisement
CLS vs FN
Which Stock Would AI Choose? Celestica Inc. (CLS) vs. Fabrinet (FN) Stock Comparison
Key Takeaways
- Celestica Inc. (CLS) reported robust Q1 2026 revenue growth of 53% year-over-year to $4.05 billion alongside raised full-year guidance, underscoring its positioning in AI infrastructure.
- Fabrinet (FN) delivered strong fiscal Q3 2026 results with revenue exceeding $1.2 billion, though the stock experienced notable volatility following the earnings release.
- Both companies operate in the electronics manufacturing services sector with significant exposure to AI and data center demand, driving elevated valuations and price swings in recent market activity.
- CLS has shown stronger year-to-date resilience in certain periods compared to FN, though both stocks trade well below their 52-week highs amid broader sector pullbacks.
- Analyst sentiment remains generally positive for both, with buy ratings and elevated price targets reflecting expectations tied to AI-related growth catalysts.
- Risk factors for each include customer concentration, supply chain dependencies, and sensitivity to technology spending cycles in the semiconductor and optical components markets.
Introduction
Celestica Inc. (CLS) and Fabrinet (FN) represent two prominent players in the electronics manufacturing services industry, each benefiting from the ongoing expansion of artificial intelligence infrastructure. This comparison examines their business models, recent performance trends, and relative positioning in the current market environment. Institutional investors, growth-oriented traders, and sector specialists monitoring AI supply chain dynamics may find this analysis relevant for assessing diversification opportunities or tactical allocation decisions between these high-growth names.
CLS Overview and Recent Performance
Celestica Inc. (CLS) provides electronics manufacturing services with a focus on connectivity, cloud solutions, and advanced computing components. The company has capitalized on surging demand for AI-related hardware in recent weeks. In its Q1 2026 results, CLS posted revenue of $4.05 billion, marking a 53% year-over-year increase, with adjusted earnings per share reaching $2.16. Management subsequently raised its full-year 2026 outlook, reflecting confidence in sustained momentum. Stock performance in recent market activity has featured sharp movements, with the shares closing near $305 in late July after earlier gains that pushed the price toward multi-month highs before a pullback ahead of the Q2 earnings release.
FN Overview and Recent Performance
Fabrinet (FN) specializes in advanced optical packaging and precision manufacturing services, primarily serving the communications and data center markets. The company reported fiscal Q3 2026 revenue of $1.214 billion alongside non-GAAP earnings per share of $3.72, surpassing analyst expectations. Despite the beat, shares reacted with notable volatility in the ensuing trading sessions. In recent market activity, FN has traded around the $476 level following earlier strength driven by AI optical component demand. The stock maintains a solid long-term track record but has experienced fluctuations consistent with sector sentiment shifts tied to technology capital expenditure trends.
Trending AI Robots
Tickeron’s Trending AI Robots page curates a selection of top-performing automated trading strategies from a broader universe of hundreds of AI trading bots that cover thousands of different tickers. Only those demonstrating the strongest suitability for prevailing market conditions, including consistent trend alignment and favorable risk-reward profiles, earn placement in this featured section. Available bots span diverse trading styles, strategies, timeframes, performance metrics, and ticker sets, allowing users to explore options that match specific objectives. The platform provides transparent statistics on historical results and parameters to support informed evaluation. Traders seeking data-driven automation tools may visit the Trending AI Robots page for additional details.
Head-to-Head Comparison
Celestica Inc. (CLS) and Fabrinet (FN) both supply critical components to AI ecosystems but differ in emphasis: CLS offers broader electronics manufacturing with growing connectivity solutions, while FN concentrates on optical and precision assembly. Recent momentum has favored CLS following its Q1 beat and guidance increase, whereas FN navigated post-earnings volatility after its fiscal Q3 report. Growth drivers for both center on data center expansion, yet CLS exhibits higher reported revenue scale in its latest quarter. Risk factors include shared exposure to customer concentration and cyclical technology spending, with FN showing slightly elevated historical volatility in certain periods. Market sentiment remains constructive for the pair, supported by analyst buy ratings, though relative performance has varied with broader equity rotations.
Tickeron AI Verdict
Based on observable factors such as recent earnings consistency, guidance revisions, and positioning within the AI supply chain, Tickeron’s AI models would currently assign a higher probability of favorable relative performance to Celestica Inc. (CLS) over Fabrinet (FN). This assessment reflects CLS’s stronger sequential momentum and raised outlook amid ongoing demand trends, while acknowledging that both stocks remain subject to sector-specific volatility and macroeconomic influences.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CLS is a Buy and FN is a Buy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
CLS’s FA Score shows that 2 FA rating(s) are green whileFN’s FA Score has 1 green FA rating(s).
- CLS’s FA Score: 2 green, 3 red.
- FN’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
CLS’s TA Score shows that 5 TA indicator(s) are bullish while FN’s TA Score has 6 bullish TA indicator(s).
- CLS’s TA Score: 5 bullish, 4 bearish.
- FN’s TA Score: 6 bullish, 3 bearish.
Price Growth
CLS (@Electronic Components) experienced а -6.42% price change this week, while FN (@Electronic Components) price change was +9.51% for the same time period.
The average weekly price growth across all stocks in the @Electronic Components industry was +3.21%. For the same industry, the average monthly price growth was +3.98%, and the average quarterly price growth was +20.63%.
Reported Earning Dates
CLS is expected to report earnings on Oct 26, 2026.
FN is expected to report earnings on Aug 24, 2026.
Industries' Descriptions
@Electronic Components (+3.21% weekly)The Electronic Components industry produces electronic equipment for industries and consumer electronics products, such as mobile devices, televisions, and circuit boards. TE Connectivity Ltd, for example, is a company that designs and manufactures connectivity and sensor products for harsh environments in various industries, such as automotive, industrial equipment, aerospace, and oil & gas. Another major player, Corning Inc., makes advanced optics including end-to-end fiber and wireless solutions for communications networks along with various other technologies catering to industrial and scientific applications.
| CLS | FN | CLS / FN | |
| Capitalization | 42.8B | 20.5B | 209% |
| EBITDA | 1.36B | 510M | 266% |
| Gain YTD | 14.834 | 25.611 | 58% |
| P/E Ratio | 36.40 | 49.13 | 74% |
| Revenue | 13.8B | 4.24B | 326% |
| Total Cash | 536M | 945M | 57% |
| Total Debt | 810M | 4.43M | 18,305% |
CLS | FN | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 20 | 34 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 62 Fair valued | 61 Fair valued | |
PROFIT vs RISK RATING 1..100 | 24 | 35 | |
SMR RATING 1..100 | 20 | 46 | |
PRICE GROWTH RATING 1..100 | 59 | 47 | |
P/E GROWTH RATING 1..100 | 78 | 26 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
FN's Valuation (61) in the Electronic Components industry is in the same range as CLS (62). This means that FN’s stock grew similarly to CLS’s over the last 12 months.
CLS's Profit vs Risk Rating (24) in the Electronic Components industry is in the same range as FN (35). This means that CLS’s stock grew similarly to FN’s over the last 12 months.
CLS's SMR Rating (20) in the Electronic Components industry is in the same range as FN (46). This means that CLS’s stock grew similarly to FN’s over the last 12 months.
FN's Price Growth Rating (47) in the Electronic Components industry is in the same range as CLS (59). This means that FN’s stock grew similarly to CLS’s over the last 12 months.
FN's P/E Growth Rating (26) in the Electronic Components industry is somewhat better than the same rating for CLS (78). This means that FN’s stock grew somewhat faster than CLS’s over the last 12 months.
| CLS | FN | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 90% | 2 days ago 76% |
| Stochastic ODDS (%) | 2 days ago 79% | 2 days ago 74% |
| Momentum ODDS (%) | 2 days ago 83% | 2 days ago 77% |
| MACD ODDS (%) | 2 days ago 83% | 2 days ago 76% |
| TrendWeek ODDS (%) | 2 days ago 70% | 2 days ago 80% |
| TrendMonth ODDS (%) | 2 days ago 71% | 2 days ago 82% |
| Advances ODDS (%) | 10 days ago 84% | 7 days ago 82% |
| Declines ODDS (%) | 3 days ago 72% | 3 days ago 70% |
| BollingerBands ODDS (%) | 2 days ago 78% | 2 days ago 76% |
| Aroon ODDS (%) | 2 days ago 66% | 2 days ago 64% |
Advertisement
CLS and
Correlation & Price change
A.I.dvisor indicates that over the last year, CLS has been loosely correlated with FN. These tickers have moved in lockstep 65% of the time. This A.I.-generated data suggests there is some statistical probability that if CLS jumps, then FN could also see price increases.
| Ticker / NAME | Correlation To CLS | 1D Price Change % | ||
|---|---|---|---|---|
| CLS | 100% | +9.37% | ||
| FN - CLS | 65% Loosely correlated | +8.75% | ||
| TTMI - CLS | 61% Loosely correlated | +5.63% | ||
| FLEX - CLS | 54% Loosely correlated | +1.73% | ||
| GLW - CLS | 52% Loosely correlated | +5.18% | ||
| BHE - CLS | 51% Loosely correlated | +0.76% | ||
More | ||||
FN and
Correlation & Price change
A.I.dvisor indicates that over the last year, FN has been closely correlated with GLW. These tickers have moved in lockstep 66% of the time. This A.I.-generated data suggests there is a high statistical probability that if FN jumps, then GLW could also see price increases.