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FN vs GLW
Which Stock Would AI Choose? Fabrinet (FN) vs. Corning Incorporated (GLW) Stock Comparison
Key Takeaways
- Both FN and GLW have surged year-to-date, with GLW up approximately 85% and FN around 45%, driven by AI data center demand.
- FN reported Q3 fiscal 2026 revenue of $1.21 billion, up 39% year-over-year, beating estimates amid strong telecom and high-performance computing growth.
- GLW posted Q1 2026 sales of $4.14 billion, up significantly, fueled by optical communications up 36%, with new AI partnerships like NVIDIA and Meta.
- GLW's larger scale shows a $139 billion market cap versus FN's $24 billion, but both trade at elevated trailing P/E ratios above 50.
- Recent volatility hit both: FN down 8% post-earnings on supply constraints, while GLW pulled back despite beats due to guidance.
- AI infrastructure tailwinds position both for growth, with GLW emphasizing diversified optical solutions and FN precision manufacturing.
Introduction
This comparison examines FN (Fabrinet), a precision optical and electro-mechanical manufacturing services provider, and GLW (Corning Incorporated), a materials science leader in specialty glass and ceramics for optical communications. Both stocks have benefited from surging demand for AI data center infrastructure, including high-speed interconnects and fiber optics. Traders seeking exposure to this high-growth theme, and investors evaluating relative performance in the electronics components sector, will find value in analyzing their business models, recent momentum, and market positioning amid ongoing supply chain dynamics and sector tailwinds.
FN Overview and Recent Performance
Fabrinet (FN) specializes in advanced optical packaging, precision optical, electro-mechanical, and electronic manufacturing services for original equipment manufacturers in telecom, datacom, and high-performance computing (HPC). In recent market activity, FN shares experienced volatility, dropping about 8% following Q3 fiscal 2026 earnings despite beating estimates with non-GAAP EPS of $3.72 (up 48% year-over-year) and record revenue of $1.21 billion (up 39%), driven by optical communications (73% of revenue) and telecom strength. Year-to-date gains stand at 45%, with one-year returns near 199%, outperforming the S&P 500. Sentiment reflects optimism over AI-related HPC ramps but caution on datacom supply constraints limiting near-term upside, alongside a trailing P/E of 57.
GLW Overview and Recent Performance
Corning Incorporated (GLW) develops materials for optical communications, display technologies, and specialty applications, with key products like fiber optics for data centers. Recent weeks saw shares fluctuate after Q1 2026 results, with sales of $4.14 billion and EPS of $0.70 meeting expectations, led by optical communications revenue up 36% to $1.85 billion amid AI demand. Year-to-date performance reaches 85%, with one-year gains over 262%, far exceeding benchmarks. New partnerships with NVIDIA and Meta for AI infrastructure have bolstered sentiment, though guidance slightly missed, contributing to pullbacks. Trading at a trailing P/E of 77, GLW benefits from scale and diversification.
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Head-to-Head Comparison
FN and GLW both thrive in AI-driven optical and electronics manufacturing, but differ in scale and focus. Fabrinet's contract manufacturing model offers high growth (39% revenue increase) and superior ROE (19%), targeting precision components for OEMs, though exposed to supply constraints in datacom/HPC. Corning's vertically integrated materials production provides broader sector exposure (optical, displays, automotive), larger revenue base ($16B TTM vs. $4B), and dividend yield, but higher debt and valuation (P/E 77 vs. 57). Recent momentum favors GLW's YTD edge, yet FN shows faster quarterly acceleration. Risks include supply chain issues for both, with GLW less volatile due to diversification. Market sentiment tilts toward GLW's hyperscaler deals versus FN's program ramps.
Tickeron AI Verdict
Tickeron’s AI currently leans toward GLW, given its superior YTD momentum (85% vs. 45%), established AI partnerships like NVIDIA and Meta, and diversified catalysts in optical communications amid data center expansion. While FN exhibits stronger revenue growth consistency, GLW's scale and stability offer better relative positioning in volatile conditions, with higher probability of sustained outperformance based on trend data and sector exposure.
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 Disclaimers and Limitations.
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 FN is a Buy and GLW 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).
FN’s FA Score shows that 2 FA rating(s) are green whileGLW’s FA Score has 2 green FA rating(s).
- FN’s FA Score: 2 green, 3 red.
- GLW’s FA Score: 2 green, 3 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.
FN’s TA Score shows that 3 TA indicator(s) are bullish while GLW’s TA Score has 4 bullish TA indicator(s).
- FN’s TA Score: 3 bullish, 6 bearish.
- GLW’s TA Score: 4 bullish, 3 bearish.
Price Growth
FN (@Electronic Components) experienced а -2.77% price change this week, while GLW (@Electronic Components) price change was +17.35% for the same time period.
The average weekly price growth across all stocks in the @Electronic Components industry was -2.32%. For the same industry, the average monthly price growth was +0.91%, and the average quarterly price growth was +44.44%.
Reported Earning Dates
FN is expected to report earnings on Aug 24, 2026.
GLW is expected to report earnings on Aug 04, 2026.
Industries' Descriptions
@Electronic Components (-2.32% 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.
| FN | GLW | FN / GLW | |
| Capitalization | 20.4B | 177B | 12% |
| EBITDA | 510M | 4.07B | 13% |
| Gain YTD | 24.796 | 135.873 | 18% |
| P/E Ratio | 53.01 | 100.88 | 53% |
| Revenue | 4.24B | 16.3B | 26% |
| Total Cash | 945M | 1.76B | 54% |
| Total Debt | 4.43M | 9.92B | 0% |
FN | GLW | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 57 | 91 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 60 Fair valued | 75 Overvalued | |
PROFIT vs RISK RATING 1..100 | 15 | 5 | |
SMR RATING 1..100 | 46 | 54 | |
PRICE GROWTH RATING 1..100 | 46 | 3 | |
P/E GROWTH RATING 1..100 | 13 | 50 | |
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 (60) in the Electronic Components industry is in the same range as GLW (75). This means that FN’s stock grew similarly to GLW’s over the last 12 months.
GLW's Profit vs Risk Rating (5) in the Electronic Components industry is in the same range as FN (15). This means that GLW’s stock grew similarly to FN’s over the last 12 months.
FN's SMR Rating (46) in the Electronic Components industry is in the same range as GLW (54). This means that FN’s stock grew similarly to GLW’s over the last 12 months.
GLW's Price Growth Rating (3) in the Electronic Components industry is somewhat better than the same rating for FN (46). This means that GLW’s stock grew somewhat faster than FN’s over the last 12 months.
FN's P/E Growth Rating (13) in the Electronic Components industry is somewhat better than the same rating for GLW (50). This means that FN’s stock grew somewhat faster than GLW’s over the last 12 months.
| FN | GLW | |
|---|---|---|
| RSI ODDS (%) | N/A | N/A |
| Stochastic ODDS (%) | 1 day ago 83% | 1 day ago 53% |
| Momentum ODDS (%) | 1 day ago 77% | 1 day ago 57% |
| MACD ODDS (%) | 1 day ago 76% | 1 day ago 71% |
| TrendWeek ODDS (%) | 1 day ago 70% | 1 day ago 69% |
| TrendMonth ODDS (%) | 1 day ago 73% | 1 day ago 68% |
| Advances ODDS (%) | 11 days ago 82% | 4 days ago 67% |
| Declines ODDS (%) | 1 day ago 67% | 9 days ago 60% |
| BollingerBands ODDS (%) | 1 day ago 78% | N/A |
| Aroon ODDS (%) | 1 day ago 63% | 1 day ago 51% |
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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 68% 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.
GLW and
Correlation & Price change
A.I.dvisor indicates that over the last year, GLW has been closely correlated with FN. These tickers have moved in lockstep 68% of the time. This A.I.-generated data suggests there is a high statistical probability that if GLW jumps, then FN could also see price increases.
| Ticker / NAME | Correlation To GLW | 1D Price Change % | ||
|---|---|---|---|---|
| GLW | 100% | +6.06% | ||
| FN - GLW | 68% Closely correlated | -2.64% | ||
| FLEX - GLW | 60% Loosely correlated | -0.74% | ||
| LFUS - GLW | 59% Loosely correlated | -0.70% | ||
| JBL - GLW | 59% Loosely correlated | -0.32% | ||
| TTMI - GLW | 59% Loosely correlated | -1.73% | ||
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