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FN vs NXPI
Which Stock Would AI Choose? Fabrinet (FN) vs. NXP Semiconductors (NXPI) Stock Comparison
Key Takeaways
- FN has surged over 190% in the past year, driven by AI-related optical demand, contrasting NXPI's more modest 4.7% annual gain amid automotive sector headwinds.
- Recent market activity shows FN up approximately 25% in the last month on strong earnings and HPC growth, while NXPI declined about 10% due to softer guidance.
- FN trades at a trailing P/E of around 52 with a market cap of $19.5B; NXPI at P/E 25.5 and $52B cap, reflecting differing growth profiles.
- Year-to-date, FN leads with 19-22% returns versus NXPI's 6.5%, highlighting momentum in datacom optics over semiconductors.
- Both expose investors to tech growth, but FN benefits from hyperscale AI catalysts, while NXPI offers stability in automotive and IoT.
Introduction
This stock comparison examines FN (Fabrinet) and NXPI (NXP Semiconductors), two key players in the technology hardware ecosystem. Fabrinet specializes in precision manufacturing for optical and electro-mechanical components, while NXP focuses on semiconductors for automotive and industrial applications. Traders seeking exposure to AI-driven datacom growth may favor FN, whereas investors prioritizing diversified chip demand in vehicles and IoT might prefer NXPI. In the current market, relative performance, valuation, and sector momentum provide critical insights for position sizing and portfolio allocation in volatile tech conditions.
FN Overview and Recent Performance
Fabrinet (FN) provides advanced optical packaging and precision manufacturing services for complex products in optical communications, automotive, and industrial lasers. Headquartered in the Cayman Islands with operations in Asia, the company has capitalized on surging demand for datacenter interconnects (DCI) and high-performance computing (HPC). Recent quarters showed record revenues of $1.13 billion in fiscal Q2 2026, up 36% year-over-year, with non-GAAP EPS of $3.36 beating estimates. HPC revenues hit $85.6 million, with guidance for over $150 million per quarter ahead. Stock behavior reflects this strength: shares jumped nearly 25% in recent weeks amid AI optics ramps like 800ZR and co-packaged optics, despite some post-earnings volatility. Positive analyst upgrades and a Zacks #1 rank underscore sentiment shifts tied to easing datacom constraints and telecom growth, pushing year-to-date gains to over 20%.
NXPI Overview and Recent Performance
NXP Semiconductors (NXPI) designs mixed-signal semiconductors for automotive, industrial IoT, mobile, and communication infrastructure, with a strong footprint in ADAS, electrification, and secure connectivity. Based in Eindhoven, Netherlands, it serves global markets through direct sales and distributors. Recent fiscal Q4 2025 results showed revenue of $3.42 billion (part of full-year $12.27 billion, down 3% YoY), with EPS reflecting profitability pressures from communications weakness. Q1 2026 guidance pointed to a sequential revenue dip to $3.15 billion midpoint. Shares declined around 10% in recent market activity following the outlook, amid automotive recovery signals but industrial softness. Year-to-date returns stand at 6.5%, with analysts forecasting 13% EPS growth, supported by "physical AI" in robotics and logistics. Sentiment balances robust auto demand against broader chip cyclicality.
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Head-to-Head Comparison
FN and NXPI operate in complementary tech niches: Fabrinet as a contract manufacturer for optics-heavy AI infrastructure versus NXP's design-led semiconductors for embedded systems. Growth drivers diverge—FN's hyperscale datacom and HPC exposure fuels 36% revenue jumps, while NXPI relies on automotive rebound (50% of sales) amid EV/ADAS trends. Recent momentum favors FN (YTD +20%, 1Y +190%) over NXPI (+6.5% YTD, +4.7% 1Y), but NXPI's larger scale ($52B cap vs. $19.5B) and 2% dividend yield add stability. Valuation contrasts sharply: FN P/E ~52 signals premium growth pricing; NXPI ~25.5 appears reasonable. Risks include FN's customer concentration and NXPI's cyclical auto exposure and inventory cycles. Market sentiment tilts toward FN on AI tailwinds, but NXPI offers broader sector diversification.
Tickeron AI Verdict
Tickeron’s AI currently favors FN over NXPI, based on superior trend consistency in recent weeks, stronger relative momentum from AI optics catalysts, and higher growth positioning in datacom/HPC. While NXPI exhibits stability and attractive valuation, FN's earnings beats and capacity expansions suggest greater upside probability in the near term, though volatility remains a factor for both.
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 Hold and NXPI is a Hold.
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 whileNXPI’s FA Score has 2 green FA rating(s).
- FN’s FA Score: 2 green, 3 red.
- NXPI’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 5 TA indicator(s) are bullish while NXPI’s TA Score has 4 bullish TA indicator(s).
- FN’s TA Score: 5 bullish, 3 bearish.
- NXPI’s TA Score: 4 bullish, 6 bearish.
Price Growth
FN (@Electronic Components) experienced а +4.19% price change this week, while NXPI (@Semiconductors) price change was +5.71% for the same time period.
The average weekly price growth across all stocks in the @Electronic Components industry was +4.81%. For the same industry, the average monthly price growth was +11.15%, and the average quarterly price growth was +27.53%.
The average weekly price growth across all stocks in the @Semiconductors industry was +11.63%. For the same industry, the average monthly price growth was +20.79%, and the average quarterly price growth was +24.53%.
Reported Earning Dates
FN is expected to report earnings on May 11, 2026.
NXPI is expected to report earnings on Apr 28, 2026.
Industries' Descriptions
@Electronic Components (+4.81% 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.
@Semiconductors (+11.63% weekly)The semiconductor industry manufacturers all chip-related products, including research and development. These chips are used in innumerable electronic devices, including computers, cell phones, smartphones, and GPSs. Intel Corporation, NVIDIA Corp., and Broadcomm are some of the prominent players in this industry. Semiconductor companies usually tend to do well during periods of healthy economic growth, thereby inducing further research and development in the industry – which in turn augurs well for productivity and growth in the economy. In the near future, demand for semiconductor products (and possibly innovation within the segment) should only expand further, with the proliferation of 5G, autonomous vehicles, IoT, and various AI-driven electronics set to herald a new, advanced chapter in the technology-driven world as we know it. With burgeoning prospects comes great competition. In 2015, SIA estimated that U.S. semiconductor industry ranks as the second most competitive U.S. industry out of 2882 U.S. industries designated manufacturers by the U.S. Census Bureau.
| FN | NXPI | FN / NXPI | |
| Capitalization | 24.7B | 54.6B | 45% |
| EBITDA | 466M | 3.96B | 12% |
| Gain YTD | 51.531 | 0.042 | 122,708% |
| P/E Ratio | 66.14 | 27.17 | 243% |
| Revenue | 3.89B | 12.3B | 32% |
| Total Cash | 961M | 2.91B | 33% |
| Total Debt | 4.89M | 12.2B | 0% |
FN | NXPI | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 46 | 18 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 73 Overvalued | 12 Undervalued | |
PROFIT vs RISK RATING 1..100 | 4 | 82 | |
SMR RATING 1..100 | 46 | 43 | |
PRICE GROWTH RATING 1..100 | 35 | 50 | |
P/E GROWTH RATING 1..100 | 6 | 23 | |
SEASONALITY SCORE 1..100 | 50 | 85 |
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.
NXPI's Valuation (12) in the Semiconductors industry is somewhat better than the same rating for FN (73) in the Electronic Components industry. This means that NXPI’s stock grew somewhat faster than FN’s over the last 12 months.
FN's Profit vs Risk Rating (4) in the Electronic Components industry is significantly better than the same rating for NXPI (82) in the Semiconductors industry. This means that FN’s stock grew significantly faster than NXPI’s over the last 12 months.
NXPI's SMR Rating (43) in the Semiconductors industry is in the same range as FN (46) in the Electronic Components industry. This means that NXPI’s stock grew similarly to FN’s over the last 12 months.
FN's Price Growth Rating (35) in the Electronic Components industry is in the same range as NXPI (50) in the Semiconductors industry. This means that FN’s stock grew similarly to NXPI’s over the last 12 months.
FN's P/E Growth Rating (6) in the Electronic Components industry is in the same range as NXPI (23) in the Semiconductors industry. This means that FN’s stock grew similarly to NXPI’s over the last 12 months.
| FN | NXPI | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 71% | 3 days ago 69% |
| Stochastic ODDS (%) | 3 days ago 79% | 3 days ago 70% |
| Momentum ODDS (%) | 3 days ago 78% | 3 days ago 71% |
| MACD ODDS (%) | 3 days ago 77% | 3 days ago 72% |
| TrendWeek ODDS (%) | 3 days ago 78% | 3 days ago 66% |
| TrendMonth ODDS (%) | 3 days ago 79% | 3 days ago 67% |
| Advances ODDS (%) | 7 days ago 80% | 3 days ago 63% |
| Declines ODDS (%) | N/A | 18 days ago 68% |
| BollingerBands ODDS (%) | 3 days ago 79% | 3 days ago 65% |
| Aroon ODDS (%) | 3 days ago 78% | 3 days ago 65% |
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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.