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APH or FN or GLW
Which Stock Would AI Choose? Amphenol Corporation (APH) vs. Fabrinet (FN) vs. Corning Incorporated (GLW) Stock Comparison
Key Takeaways
- Corning (GLW) leads with explosive YTD gains of 85%, fueled by AI data center deals like a $6B Meta agreement and NVIDIA partnership, outpacing peers.
- Fabrinet (FN) shows robust 45% YTD return and 199% 1-year surge, driven by Q3 earnings beats and growth in telecom, HPC, and optical manufacturing.
- Amphenol (APH) delivers steady long-term strength with 72% 1-year return, record Q1 sales of $7.6B up 58%, bolstered by acquisitions and IT datacom demand.
- All three benefit from AI infrastructure trends, but GLW exhibits superior recent momentum while APH offers higher profitability (PE 39x vs. FN 57x and GLW 78x).
- Relative performance highlights trade-offs: GLW's optical fiber edge in AI vs. APH's diversified interconnect stability and FN's manufacturing scalability.
- Market caps reflect scale: APH $168B, GLW $140B, FN $24B.
Introduction
This comparison examines Amphenol Corporation (APH), Fabrinet (FN), and Corning Incorporated (GLW), key players in interconnects, precision manufacturing, and optical solutions amid surging AI infrastructure demand. These stocks appeal to growth-oriented traders and investors tracking electronics and tech hardware sectors, where data center expansions drive relative performance. Recent market activity underscores contrasts in momentum, valuation sensitivity, and catalysts like earnings beats and strategic partnerships, aiding decisions on stock comparison and positioning.
APH Overview and Recent Performance
Amphenol Corporation (APH) designs, manufactures, and markets electrical, electronic, and fiber optic connectors, antennas, sensors, and interconnect systems for harsh environments, communications, and sensors across industrial, defense, automotive, and IT markets. In recent market activity, APH reported record Q1 2026 sales of $7.6 billion, up 58% year-over-year with 33% organic growth, and adjusted EPS of $1.06 beating estimates. Orders hit $9.4 billion, yielding a book-to-bill ratio (a measure of orders relative to sales) of 1.24:1. Sentiment remains positive amid analyst upgrades and €1.1 billion senior notes pricing, though shares dipped amid insider sales and debt issuance digestion. YTD return stands at 1.35%, with 72% over one year, reflecting stability in diversified exposure.
FN Overview and Recent Performance
Fabrinet (FN) provides precision optical packaging, electro-mechanical, and electronic manufacturing services for optical communications, industrial lasers, automotive, medical devices, and sensors in North America, Asia-Pacific, and Europe. Recent weeks saw FN post record Q3 fiscal 2026 revenue of $1.214 billion, up 39% year-over-year, with non-GAAP EPS of $3.72 topping estimates despite a post-earnings pullback. Growth stemmed from telecom, high-performance computing (HPC), and data center interconnect demand. Q4 guidance projects $1.25-$1.29 billion revenue. YTD performance reached 45%, with 199% over one year, highlighting momentum in AI optics, though elevated volatility persists.
GLW Overview and Recent Performance
Corning Incorporated (GLW) develops materials science solutions including optical fiber, cables, display glass, specialty materials for semiconductors, automotive substrates, and life sciences products. In recent market activity, GLW announced a multi-year up-to-$6 billion Meta deal for AI data center fiber and a NVIDIA partnership for U.S. manufacturing, alongside Q1 2026 sales of $4.34 billion. Shares surged on AI catalysts but faced weekly pullbacks amid broader volatility. YTD return hit 85%, with 262% over one year, driven by optical communications strength and Springboard plan upgrades targeting $5.75 billion incremental sales by 2026 end.
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Head-to-Head Comparison
Amphenol (APH), Fabrinet (FN), and Corning (GLW) operate in complementary electronics niches: APH's diversified connectors span harsh environments and IT datacom; FN's contract manufacturing excels in optical/HPC scalability; GLW dominates fiber optics for data centers. Growth drivers favor GLW (85% YTD) on AI pacts versus FN (45%) and APH (1%), but APH leads profitability (25% margins). Recent momentum tilts to GLW, with risks from high PE (78x) versus APH (39x); FN balances at 57x. Sector exposure overlaps in AI but GLW purest on fiber, APH broadest. Sentiment favors GLW's catalysts amid valuation trade-offs.
Tickeron AI Verdict
Tickeron’s AI favors Corning (GLW) with highest probability of near-term outperformance, owing to trend consistency, explosive YTD momentum (85%), and AI catalysts like Meta/NVIDIA deals positioning it centrally in data center fiber demand. While Amphenol (APH) provides stability via acquisitions and Fabrinet (FN) manufacturing growth, GLW’s relative positioning suggests stronger upside in prevailing 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).
APH’s FA Score shows that 2 FA rating(s) are green whileFN’s FA Score has 2 green FA rating(s), and GLW’s FA Score reflects 2 green FA rating(s).
- APH’s FA Score: 2 green, 3 red.
- 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.
APH’s TA Score shows that 6 TA indicator(s) are bullish while FN’s TA Score has 3 bullish TA indicator(s), and GLW’s TA Score reflects 4 bullish TA indicator(s).
- APH’s TA Score: 6 bullish, 4 bearish.
- FN’s TA Score: 3 bullish, 5 bearish.
- GLW’s TA Score: 4 bullish, 4 bearish.
Price Growth
APH (@Electronic Components) experienced а -13.16% price change this week, while FN (@Electronic Components) price change was -9.51% , and GLW (@Electronic Components) price fluctuated +29.65% for the same time period.
The average weekly price growth across all stocks in the @Electronic Components industry was +3.91%. For the same industry, the average monthly price growth was +12.09%, and the average quarterly price growth was +37.19%.
Reported Earning Dates
APH is expected to report earnings on Jul 29, 2026.
FN is expected to report earnings on Aug 24, 2026.
GLW is expected to report earnings on Aug 04, 2026.
Industries' Descriptions
@Electronic Components (+3.91% 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.
| APH | FN | GLW | |
| Capitalization | 151B | 23.3B | 178B |
| EBITDA | 7.96B | 510M | 4.07B |
| Gain YTD | -9.196 | 42.666 | 137.297 |
| P/E Ratio | 35.19 | 55.80 | 99.71 |
| Revenue | 25.9B | 4.24B | 16.3B |
| Total Cash | 4.58B | 945M | 1.76B |
| Total Debt | 18.7B | 4.43M | 9.92B |
APH | FN | GLW | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 65 | 71 | 25 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 60 Fair valued | 70 Overvalued | 80 Overvalued | |
PROFIT vs RISK RATING 1..100 | 26 | 5 | 5 | |
SMR RATING 1..100 | 25 | 45 | 54 | |
PRICE GROWTH RATING 1..100 | 53 | 38 | 3 | |
P/E GROWTH RATING 1..100 | 66 | 7 | 38 | |
SEASONALITY SCORE 1..100 | 50 | 90 | 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.
APH's Valuation (60) in the Electronic Components industry is in the same range as FN (70) and is in the same range as GLW (80). This means that APH's stock grew similarly to FN’s and similarly to GLW’s over the last 12 months.
FN's Profit vs Risk Rating (5) in the Electronic Components industry is in the same range as GLW (5) and is in the same range as APH (26). This means that FN's stock grew similarly to GLW’s and similarly to APH’s over the last 12 months.
APH's SMR Rating (25) in the Electronic Components industry is in the same range as FN (45) and is in the same range as GLW (54). This means that APH's stock grew similarly to FN’s and 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 (38) and is somewhat better than the same rating for APH (53). This means that GLW's stock grew somewhat faster than FN’s and somewhat faster than APH’s over the last 12 months.
FN's P/E Growth Rating (7) in the Electronic Components industry is in the same range as GLW (38) and is somewhat better than the same rating for APH (66). This means that FN's stock grew similarly to GLW’s and somewhat faster than APH’s over the last 12 months.
| APH | FN | GLW | |
|---|---|---|---|
| RSI ODDS (%) | 2 days ago 83% | 2 days ago 67% | 2 days ago 39% |
| Stochastic ODDS (%) | 2 days ago 76% | 2 days ago 81% | 2 days ago 51% |
| Momentum ODDS (%) | 2 days ago 59% | 2 days ago 77% | 2 days ago 59% |
| MACD ODDS (%) | 2 days ago 60% | 2 days ago 70% | 2 days ago 69% |
| TrendWeek ODDS (%) | 2 days ago 54% | 2 days ago 69% | 2 days ago 68% |
| TrendMonth ODDS (%) | 2 days ago 65% | 2 days ago 80% | 2 days ago 67% |
| Advances ODDS (%) | 23 days ago 67% | 9 days ago 81% | 2 days ago 65% |
| Declines ODDS (%) | 2 days ago 51% | 5 days ago 66% | 14 days ago 60% |
| BollingerBands ODDS (%) | 2 days ago 78% | 2 days ago 77% | 2 days ago 42% |
| Aroon ODDS (%) | 2 days ago 68% | 2 days ago 85% | 2 days ago 79% |
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APH and
Correlation & Price change
A.I.dvisor indicates that over the last year, APH has been loosely correlated with TEL. These tickers have moved in lockstep 65% of the time. This A.I.-generated data suggests there is some statistical probability that if APH jumps, then TEL could also see price increases.
FN and
Correlation & Price change
A.I.dvisor indicates that over the last year, FN has been closely correlated with CLS. These tickers have moved in lockstep 67% of the time. This A.I.-generated data suggests there is a high statistical probability that if FN jumps, then CLS could also see price increases.