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ADI or FN or TXN
Which Stock Would AI Choose? Analog Devices (ADI) vs. Fabrinet (FN) vs. Texas Instruments (TXN) Stock Comparison
Key Takeaways
- ADI has shown strong year-to-date gains of around 15%, driven by robust revenue growth exceeding 25% in recent quarters and AI-related demand in industrial and data center segments.
- FN leads with explosive performance, up over 30% YTD and 150% annually, fueled by optical manufacturing for data centers and telecom, with record quarterly revenues surpassing $1 billion.
- TXN offers stability with modest YTD gains near 13%, supported by analog leadership and new AI power solutions, though recent quarters showed mixed earnings results.
- All three benefit from semiconductor recovery, but FN's momentum in high-growth optics contrasts ADI and TXN's diversified analog exposure amid market volatility.
- Recent price action indicates FN at highs near $600, ADI recovering to $320+, and TXN around $190, reflecting relative sector positioning.
- Analyst consensus rates all as buys, with ADI targets implying significant upside to $380+.
Introduction
This comparison examines Analog Devices (ADI), Fabrinet (FN), and Texas Instruments (TXN), key players in the semiconductor ecosystem. ADI and TXN dominate analog and mixed-signal chips for industrial, automotive, and communications, while FN excels in precision optical manufacturing for data centers. Traders seeking momentum in AI-driven optics or stability in analog may find value here, especially amid recent sector recovery and volatility in broader markets. This analysis highlights relative performance, growth drivers, and market positioning for informed stock comparison.
ADI Overview and Recent Performance
Analog Devices (ADI), a global leader in analog, mixed-signal, and digital signal processing integrated circuits, serves industrial, automotive, communications, and consumer markets. In recent market activity, ADI reported fiscal first-quarter 2026 revenue of $3.16 billion, up 30% year-over-year, beating estimates with strong growth across all end markets led by industrial and communications. Adjusted EPS reached $2.46, surpassing forecasts, with operating margins near 45%. The stock hit 52-week highs above $360 in late February following earnings, reflecting positive sentiment from AI data center demand and dividend hikes to $1.10 per share, marking 22 years of increases. Recent weeks saw volatility with pullbacks to the low $300s amid broader sector pressures, but recovery trends and analyst buy ratings underscore resilient positioning.
FN Overview and Recent Performance
Fabrinet (FN) specializes in advanced optical packaging and precision manufacturing services for optical communications, industrial lasers, automotive, and medical devices, primarily from facilities in Thailand and the US. Recent quarters highlighted record performance, with Q2 fiscal 2026 revenue at $1.13 billion and non-GAAP EPS of $3.36, exceeding guidance amid surging data center and telecom demand. Fiscal 2025 full-year revenue hit $3.42 billion, up 19%, with net income over $332 million. The stock surged to peaks near $633 in February, driven by AI optics tailwinds, though experienced sharp corrections to the $470s in early March before rebounding strongly toward $600. High-mix, low-volume expertise supports premium margins, boosting investor sentiment despite volatility in contract manufacturing.
TXN Overview and Recent Performance
Texas Instruments (TXN), the world's largest analog chip maker, designs and manufactures semiconductors for industrial, automotive, personal electronics, and communications. Recent Q4 2025 results showed revenue of $4.42 billion, up 10% year-over-year, with analog sales growing 15% to support AI data centers and new 800VDC architectures with NVIDIA. Free cash flow hit $2.94 billion, enabling $6.5 billion returned to shareholders. The stock traded steadily around $190-$220, with dips to $190s in March reflecting earnings misses on EPS ($1.27 vs. $1.31 expected), offset by upbeat Q1 guidance. Product launches like isolated power modules and Silicon Labs acquisition ($7.5 billion) signal expansion, maintaining buy consensus amid sector recovery.
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Head-to-Head Comparison
ADI and TXN share analog-focused models with broad exposure—ADI at 45% industrial/30% automotive, TXN emphasizing scale via in-house fabs—yielding stable growth but lower momentum than FN's contract optics play (77% optical comms). FN boasts superior recent returns (160% 1-year) from data center catalysts, contrasting ADI's 50%+ and TXN's single-digit gains, though with higher cyclical risk. Valuation sensitivity shows TXN at lower P/E (~34x) versus ADI (57x) and FN (52x), reflecting maturity trade-offs. Sentiment favors FN's AI optics momentum, while ADI/TXN offer dividend resilience (1.4%/3%) amid semiconductor upcycle.
Tickeron AI Verdict
Tickeron’s AI currently favors FN due to superior trend consistency, explosive relative momentum from data center optics demand, and alignment with high-growth catalysts, showing higher probability of near-term outperformance versus ADI's stability and TXN's scale in recent observable patterns.
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. Disclaimers and Limitations
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).
ADI’s FA Score shows that 2 FA rating(s) are green whileFN’s FA Score has 2 green FA rating(s), and TXN’s FA Score reflects 4 green FA rating(s).
- ADI’s FA Score: 2 green, 3 red.
- FN’s FA Score: 2 green, 3 red.
- TXN’s FA Score: 4 green, 1 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.
ADI’s TA Score shows that 5 TA indicator(s) are bullish while FN’s TA Score has 5 bullish TA indicator(s), and TXN’s TA Score reflects 6 bullish TA indicator(s).
- ADI’s TA Score: 5 bullish, 5 bearish.
- FN’s TA Score: 5 bullish, 3 bearish.
- TXN’s TA Score: 6 bullish, 4 bearish.
Price Growth
ADI (@Semiconductors) experienced а +6.09% price change this week, while FN (@Electronic Components) price change was +4.19% , and TXN (@Semiconductors) price fluctuated +7.03% for the same time period.
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%.
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%.
Reported Earning Dates
ADI is expected to report earnings on May 27, 2026.
FN is expected to report earnings on May 11, 2026.
TXN is expected to report earnings on Apr 22, 2026.
Industries' Descriptions
@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.
@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.
| ADI | FN | TXN | |
| Capitalization | 181B | 24.7B | 209B |
| EBITDA | 5.53B | 466M | 8.25B |
| Gain YTD | 37.394 | 51.531 | 33.333 |
| P/E Ratio | 67.91 | 66.14 | 42.17 |
| Revenue | 11.8B | 3.89B | 17.7B |
| Total Cash | 4.05B | 961M | 4.88B |
| Total Debt | 8.68B | 4.89M | 14B |
ADI | FN | TXN | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 71 | 31 | 22 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 45 Fair valued | 73 Overvalued | 14 Undervalued | |
PROFIT vs RISK RATING 1..100 | 12 | 4 | 48 | |
SMR RATING 1..100 | 77 | 46 | 32 | |
PRICE GROWTH RATING 1..100 | 7 | 35 | 13 | |
P/E GROWTH RATING 1..100 | 42 | 6 | 25 | |
SEASONALITY SCORE 1..100 | 65 | 50 | 65 |
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.
TXN's Valuation (14) in the Semiconductors industry is in the same range as ADI (45) in the Semiconductors industry, and is somewhat better than the same rating for FN (73) in the Electronic Components industry. This means that TXN's stock grew similarly to ADI’s and somewhat faster than FN’s over the last 12 months.
FN's Profit vs Risk Rating (4) in the Electronic Components industry is in the same range as ADI (12) in the Semiconductors industry, and is somewhat better than the same rating for TXN (48) in the Semiconductors industry. This means that FN's stock grew similarly to ADI’s and somewhat faster than TXN’s over the last 12 months.
TXN's SMR Rating (32) in the Semiconductors industry is in the same range as FN (46) in the Electronic Components industry, and is somewhat better than the same rating for ADI (77) in the Semiconductors industry. This means that TXN's stock grew similarly to FN’s and somewhat faster than ADI’s over the last 12 months.
ADI's Price Growth Rating (7) in the Semiconductors industry is in the same range as TXN (13) in the Semiconductors industry, and is in the same range as FN (35) in the Electronic Components industry. This means that ADI's stock grew similarly to TXN’s and similarly to FN’s over the last 12 months.
FN's P/E Growth Rating (6) in the Electronic Components industry is in the same range as TXN (25) in the Semiconductors industry, and is somewhat better than the same rating for ADI (42) in the Semiconductors industry. This means that FN's stock grew similarly to TXN’s and somewhat faster than ADI’s over the last 12 months.
| ADI | FN | TXN | |
|---|---|---|---|
| RSI ODDS (%) | 2 days ago 59% | 2 days ago 71% | 2 days ago 69% |
| Stochastic ODDS (%) | 2 days ago 56% | 2 days ago 79% | 2 days ago 66% |
| Momentum ODDS (%) | 2 days ago 69% | 2 days ago 78% | 2 days ago 55% |
| MACD ODDS (%) | 2 days ago 64% | 2 days ago 77% | 2 days ago 52% |
| TrendWeek ODDS (%) | 2 days ago 61% | 2 days ago 78% | 2 days ago 57% |
| TrendMonth ODDS (%) | 2 days ago 59% | 2 days ago 79% | 2 days ago 52% |
| Advances ODDS (%) | 2 days ago 60% | 6 days ago 80% | 2 days ago 55% |
| Declines ODDS (%) | 4 days ago 56% | N/A | 20 days ago 56% |
| BollingerBands ODDS (%) | 2 days ago 50% | 2 days ago 79% | 2 days ago 69% |
| Aroon ODDS (%) | 2 days ago 59% | 2 days ago 78% | 2 days ago 45% |
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TXN and
Correlation & Price change
A.I.dvisor indicates that over the last year, TXN has been closely correlated with MCHP. These tickers have moved in lockstep 82% of the time. This A.I.-generated data suggests there is a high statistical probability that if TXN jumps, then MCHP could also see price increases.
| Ticker / NAME | Correlation To TXN | 1D Price Change % | ||
|---|---|---|---|---|
| TXN | 100% | +3.01% | ||
| MCHP - TXN | 82% Closely correlated | +2.46% | ||
| MCHPP - TXN | 78% Closely correlated | +2.32% | ||
| NXPI - TXN | 75% Closely correlated | +1.08% | ||
| ADI - TXN | 74% Closely correlated | +4.99% | ||
| ON - TXN | 70% Closely correlated | +3.85% | ||
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