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AMD or FN or QCOM
Which Stock Would AI Choose? Advanced Micro Devices (AMD) vs. Fabrinet (FN) vs. QUALCOMM (QCOM) Stock Comparison
Key Takeaways
- AMD shares trade around $201 with a market cap exceeding $328 billion, showing YTD declines of about 6-8% amid AI partnerships but sector pressures.
- FN, a precision manufacturing services provider, reached highs near $633 but recently pulled back to $506, with YTD gains around 9% and strong optical communications growth.
- QCOM shares hover at $130 with a $139 billion market cap, facing YTD losses over 23% due to memory shortages and trade tensions, despite buyback authorizations.
- FN boasts robust recent revenue growth from AI-related optical demand, contrasting QCOM's challenges in mobile chips.
- All three operate in semiconductors with AI exposure, but AMD and FN show stronger momentum than QCOM in recent market activity.
- Valuations reflect growth prospects: AMD P/E ~77, FN ~49, QCOM ~26.
Introduction
This stock comparison examines AMD, FN, and QCOM, three key players in the semiconductor ecosystem with significant AI and optics exposure. AMD focuses on CPUs and GPUs, FN on advanced manufacturing for optical components, and QCOM on mobile and connectivity chips. Traders seeking momentum in AI-driven markets and investors eyeing relative performance in recent volatility will find value in their contrasts across growth, valuation, and sector risks. Amid broader chip sector pressures, understanding their positioning aids informed relative performance decisions.
AMD Overview and Recent Performance
Advanced Micro Devices (AMD) designs high-performance semiconductors, including CPUs, GPUs, and AI accelerators, powering data centers and computing. In recent market activity, shares traded around $201, reflecting a market cap over $328 billion and trailing P/E near 77. Performance has been mixed, with YTD declines of 6-8% amid sector pressures, yet up over 90% annually. Key influences include partnerships like Samsung for memory and OCI for optical AI standards, bolstering AI positioning despite post-earnings dips. Sentiment remains supported by data center demand for EPYC and Instinct products, though valuation sensitivity persists in volatile chip markets.
FN Overview and Recent Performance
Fabrinet (FN) provides advanced optical packaging and precision manufacturing services for OEMs in optical communications, industrial lasers, and sensors. Shares recently traded near $506 with an $18 billion market cap and P/E around 49. Recent weeks saw volatility, with a 6% pullback from highs but YTD gains near 9% and 128% annual returns. Strong Q2 fiscal 2026 results showed 36% revenue growth to $1.13 billion, driven by telecom and datacenter interconnect demand, easing supply constraints, and HPC scaling. Positive guidance and AI optical momentum have fueled sentiment, though forex headwinds pose risks.
QCOM Overview and Recent Performance
QUALCOMM (QCOM) develops semiconductors for mobile, automotive, and IoT, with strengths in 5G and AI edge computing. Shares are around $130, with a $139 billion market cap and P/E near 26. Recent performance pressured, with YTD losses exceeding 23% and 16% annual declines, underperforming peers. Factors include memory supply crunches slowing handsets, U.S.-China trade issues, analyst downgrades, and cautious guidance. Offsetting moves like a $20 billion buyback and dividend hikes aim to support sentiment, amid pushes into auto AI and robotics.
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Head-to-Head Comparison
AMD and FN emphasize AI growth—AMD via direct chip design for data centers, FN through manufacturing optical modules—yielding stronger momentum than QCOM’s mobile-heavy model facing supply and trade risks. Growth drivers contrast: FN’s 36% revenue surge from datacom/telecom vs. QCOM’s projected dips amid memory issues. Recent momentum favors FN (9% YTD) over AMD (-7%) and QCOM (-24%). Risks include AMD/FN’s high valuations (P/E 77/49) sensitive to AI hype, versus QCOM’s lower 26 P/E but execution hurdles. Sector exposure aligns in semis/AI, but FN’s contract manufacturing offers diversification, while sentiment tilts toward AI enablers like AMD/FN amid QCOM’s mobile slowdown.
Tickeron AI Verdict
Tickeron’s AI currently favors FN for its trend consistency in optical AI demand, earnings beats, and relative stability versus peers. With 128% annual gains and durable catalysts like HPC scaling, it edges AMD’s partnerships and outperforms QCOM’s headwinds—positioning FN probabilistically stronger in near-term market conditions.
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).
AMD’s FA Score shows that 1 FA rating(s) are green whileFN’s FA Score has 2 green FA rating(s), and QCOM’s FA Score reflects 2 green FA rating(s).
- AMD’s FA Score: 1 green, 4 red.
- FN’s FA Score: 2 green, 3 red.
- QCOM’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.
AMD’s TA Score shows that 5 TA indicator(s) are bullish while FN’s TA Score has 5 bullish TA indicator(s), and QCOM’s TA Score reflects 5 bullish TA indicator(s).
- AMD’s TA Score: 5 bullish, 4 bearish.
- FN’s TA Score: 5 bullish, 3 bearish.
- QCOM’s TA Score: 5 bullish, 4 bearish.
Price Growth
AMD (@Semiconductors) experienced а +11.39% price change this week, while FN (@Electronic Components) price change was +1.47% , and QCOM (@Semiconductors) price fluctuated +6.36% for the same time period.
The average weekly price growth across all stocks in the @Semiconductors industry was +10.22%. For the same industry, the average monthly price growth was +24.75%, and the average quarterly price growth was +27.22%.
The average weekly price growth across all stocks in the @Electronic Components industry was +4.16%. For the same industry, the average monthly price growth was +13.62%, and the average quarterly price growth was +26.26%.
Reported Earning Dates
AMD is expected to report earnings on May 05, 2026.
FN is expected to report earnings on May 11, 2026.
QCOM is expected to report earnings on Apr 29, 2026.
Industries' Descriptions
@Semiconductors (+10.22% 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 (+4.16% 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.
| AMD | FN | QCOM | |
| Capitalization | 448B | 25.1B | 147B |
| EBITDA | 7.28B | 466M | 14.8B |
| Gain YTD | 28.385 | 53.754 | -19.086 |
| P/E Ratio | 105.34 | 67.12 | 27.73 |
| Revenue | 34.6B | 3.89B | 44.9B |
| Total Cash | 10.6B | 961M | 11.8B |
| Total Debt | 3.85B | 4.89M | 14.8B |
AMD | FN | QCOM | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 50 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 78 Overvalued | 73 Overvalued | 9 Undervalued | |
PROFIT vs RISK RATING 1..100 | 35 | 4 | 87 | |
SMR RATING 1..100 | 79 | 46 | 43 | |
PRICE GROWTH RATING 1..100 | 3 | 35 | 61 | |
P/E GROWTH RATING 1..100 | 40 | 6 | 14 | |
SEASONALITY SCORE 1..100 | 50 | 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.
QCOM's Valuation (9) in the Telecommunications Equipment industry is somewhat better than the same rating for FN (73) in the Electronic Components industry, and is significantly better than the same rating for AMD (78) in the Semiconductors industry. This means that QCOM's stock grew somewhat faster than FN’s and significantly faster than AMD’s over the last 12 months.
FN's Profit vs Risk Rating (4) in the Electronic Components industry is in the same range as AMD (35) in the Semiconductors industry, and is significantly better than the same rating for QCOM (87) in the Telecommunications Equipment industry. This means that FN's stock grew similarly to AMD’s and significantly faster than QCOM’s over the last 12 months.
QCOM's SMR Rating (43) in the Telecommunications Equipment industry is in the same range as FN (46) in the Electronic Components industry, and is somewhat better than the same rating for AMD (79) in the Semiconductors industry. This means that QCOM's stock grew similarly to FN’s and somewhat faster than AMD’s over the last 12 months.
AMD's Price Growth Rating (3) in the Semiconductors industry is in the same range as FN (35) in the Electronic Components industry, and is somewhat better than the same rating for QCOM (61) in the Telecommunications Equipment industry. This means that AMD's stock grew similarly to FN’s and somewhat faster than QCOM’s over the last 12 months.
FN's P/E Growth Rating (6) in the Electronic Components industry is in the same range as QCOM (14) in the Telecommunications Equipment industry, and is somewhat better than the same rating for AMD (40) in the Semiconductors industry. This means that FN's stock grew similarly to QCOM’s and somewhat faster than AMD’s over the last 12 months.
| AMD | FN | QCOM | |
|---|---|---|---|
| RSI ODDS (%) | 4 days ago 76% | 4 days ago 71% | 4 days ago 63% |
| Stochastic ODDS (%) | 4 days ago 75% | 4 days ago 79% | 4 days ago 65% |
| Momentum ODDS (%) | 4 days ago 76% | 4 days ago 78% | 4 days ago 60% |
| MACD ODDS (%) | N/A | 4 days ago 77% | 4 days ago 63% |
| TrendWeek ODDS (%) | 4 days ago 77% | 4 days ago 78% | 4 days ago 64% |
| TrendMonth ODDS (%) | 4 days ago 77% | 4 days ago 79% | 4 days ago 67% |
| Advances ODDS (%) | 4 days ago 77% | 8 days ago 80% | 4 days ago 64% |
| Declines ODDS (%) | 22 days ago 76% | N/A | 14 days ago 73% |
| BollingerBands ODDS (%) | 4 days ago 65% | 4 days ago 79% | 4 days ago 68% |
| Aroon ODDS (%) | 4 days ago 78% | 4 days ago 78% | 4 days ago 68% |
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|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| APRZ | 38.17 | 0.32 | +0.84% |
| TrueShares Structured Outcome April ETF | |||
| AVMU | 46.35 | 0.03 | +0.06% |
| Avantis Core Municipal Fixed Inc ETF | |||
| IDEV | 89.61 | -0.30 | -0.33% |
| iShares Core MSCI Intl Dev Mkts ETF | |||
| TMED | 30.61 | -0.16 | -0.51% |
| T. Rowe Price Health Care ETF | |||
| SGDM | 81.60 | -1.28 | -1.54% |
| Sprott Gold Miners ETF | |||
QCOM and
Correlation & Price change
A.I.dvisor indicates that over the last year, QCOM has been closely correlated with LRCX. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if QCOM jumps, then LRCX could also see price increases.
| Ticker / NAME | Correlation To QCOM | 1D Price Change % | ||
|---|---|---|---|---|
| QCOM | 100% | +0.97% | ||
| LRCX - QCOM | 80% Closely correlated | -1.66% | ||
| KLAC - QCOM | 78% Closely correlated | +0.77% | ||
| AMKR - QCOM | 76% Closely correlated | +3.07% | ||
| AMAT - QCOM | 74% Closely correlated | -1.34% | ||
| KLIC - QCOM | 74% Closely correlated | +1.78% | ||
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