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AVGO or COHR or FN
Which Stock Would AI Choose? Broadcom Inc. (AVGO) vs. Coherent Corp. (COHR) vs. Fabrinet (FN) Stock Comparison
Key Takeaways
- AVGO leads with robust AI semiconductor growth, reporting 106% year-over-year AI revenue increase in recent quarters, though shares have pulled back amid broader market volatility.
- COHR shows explosive momentum, up over 280% in the past year, fueled by S&P 500 inclusion, Nvidia partnerships, and optical tech demand for AI data centers.
- FN delivers strong manufacturing growth in optical packaging, with shares rising 25% in recent months on HPC and DCI revenue acceleration.
- All three benefit from AI-driven demand in semiconductors and optics, but COHR and FN exhibit higher recent relative performance versus AVGO's established scale.
- Valuation contrasts: AVGO trades at a premium P/E above 65x trailing, while COHR and FN reflect growth at elevated but sector-aligned multiples.
- Market positioning favors optics plays like COHR and FN amid datacenter expansion, with AVGO offering stability.
Introduction
This comparison examines AVGO, COHR, and FN, key players in semiconductors and optical technologies powering AI infrastructure. Broadcom Inc. dominates chip design, while Coherent Corp. and Fabrinet specialize in photonics and precision manufacturing for data centers. Traders seeking exposure to AI growth, datacom momentum, and supply chain expansion will find value in analyzing their relative performance, sector tailwinds, and recent developments in recent market activity. This stock comparison highlights contrasts in scale, growth trajectories, and positioning amid surging demand for high-speed networking and optical components.
AVGO Overview and Recent Performance
Broadcom Inc. (AVGO) designs semiconductors and infrastructure software for networking, broadband, and AI applications. In recent quarters, the company reported 29.5% overall revenue growth, with AI semiconductor revenue surging 106% year-over-year, driven by custom chips for hyperscalers. Stock behavior reflects market volatility, with shares down from peaks but maintaining positive momentum from strong Q1 earnings and $22 billion Q2 guidance. Sentiment remains bullish on AI backlog exceeding $73 billion and shareholder returns via buybacks, though elevated valuations temper gains amid broader sector rotations.
COHR Overview and Recent Performance
Coherent Corp. (COHR) develops engineered materials, optoelectronics, and lasers for datacenters, telecom, and industrial uses. Recent market activity shows shares up over 280% in the past year, with YTD gains around 41%, propelled by Nvidia's $2 billion investment, S&P 500 addition, and launches like 700mW micro-pump lasers. Revenue grew 17.5% in Q4, beating estimates, with datacenter optics demand boosting sentiment. Performance reflects AI infrastructure tailwinds, though volatility persists from sector peers.
FN Overview and Recent Performance
Fabrinet (FN) provides precision optical, electro-mechanical manufacturing for OEMs in optical communications and data centers. Shares have climbed 25% in recent months and 169% over 52 weeks, supported by record Q2 revenue of $1.13 billion (up 36% year-over-year) and HPC contributions scaling toward $150 million quarterly. Recent optical hardware demand and 800ZR catalysts drive positive sentiment, with sequential growth outlook amid easing datacom constraints.
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Head-to-Head Comparison
Business Models: AVGO focuses on integrated chip design and software, while COHR emphasizes optoelectronics and lasers, and FN excels in contract manufacturing for optics.
Growth Drivers: All leverage AI datacenters; AVGO's 106% AI revenue spike contrasts COHR's Nvidia deal and FN's 36% revenue jump from HPC/DCI.
Recent Momentum: COHR (+280% 1Y) and FN (+169% 52W) outpace AVGO's steadier gains.
Risk Factors: AVGO faces concentration in hyperscalers; COHR and FN higher beta from optics volatility.
Sector Exposure/Valuation: Semiconductor/optics overlap; AVGO P/E ~67x reflects scale, versus growth premiums for others.
Market Sentiment: Bullish across, with optics peers gaining on AI supply chain hype.
Tickeron AI Verdict
Tickeron’s AI currently favors COHR for its superior trend consistency, explosive relative performance, and catalysts like S&P inclusion and Nvidia ties, positioning it strongly amid AI optics demand. FN follows closely on manufacturing momentum, while AVGO offers stability but lags short-term upside probability.
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).
AVGO’s FA Score shows that 3 FA rating(s) are green whileCOHR’s FA Score has 2 green FA rating(s), and FN’s FA Score reflects 2 green FA rating(s).
- AVGO’s FA Score: 3 green, 2 red.
- COHR’s FA Score: 2 green, 3 red.
- FN’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.
AVGO’s TA Score shows that 7 TA indicator(s) are bullish while COHR’s TA Score has 4 bullish TA indicator(s), and FN’s TA Score reflects 5 bullish TA indicator(s).
- AVGO’s TA Score: 7 bullish, 4 bearish.
- COHR’s TA Score: 4 bullish, 5 bearish.
- FN’s TA Score: 5 bullish, 3 bearish.
Price Growth
AVGO (@Semiconductors) experienced а +9.42% price change this week, while COHR (@Electronic Equipment/Instruments) price change was +12.20% , and FN (@Electronic Components) price fluctuated +4.19% 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 Equipment/Instruments industry was +2.72%. For the same industry, the average monthly price growth was +3.56%, and the average quarterly price growth was +1.99%.
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
AVGO is expected to report earnings on Jun 04, 2026.
COHR is expected to report earnings on May 13, 2026.
FN is expected to report earnings on May 11, 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 Equipment/Instruments (+2.72% weekly)This industry manufactures electronic products used in various critical and sophisticated technologies, including laser-based systems, circuit and continuity testers, electro-optical measuring instruments and high-speed precision weighing and inspection equipment. Some major companies operating in this business are Canon Inc., Keysight Technologies Inc., and Fortive Corp.
@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.
| AVGO | COHR | FN | |
| Capitalization | 1.93T | 64.7B | 24.7B |
| EBITDA | 37.3B | 1.08B | 466M |
| Gain YTD | 17.710 | 86.932 | 51.531 |
| P/E Ratio | 79.25 | 338.25 | 66.14 |
| Revenue | 68.3B | 6.29B | 3.89B |
| Total Cash | 14.2B | 864M | 961M |
| Total Debt | 66.1B | 3.55B | 4.89M |
AVGO | COHR | FN | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 44 | 33 | 46 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 75 Overvalued | 91 Overvalued | 73 Overvalued | |
PROFIT vs RISK RATING 1..100 | 9 | 8 | 4 | |
SMR RATING 1..100 | 28 | 87 | 46 | |
PRICE GROWTH RATING 1..100 | 4 | 34 | 35 | |
P/E GROWTH RATING 1..100 | 63 | 15 | 6 | |
SEASONALITY SCORE 1..100 | 50 | n/a | 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 (73) in the Electronic Components industry is in the same range as AVGO (75) in the Semiconductors industry, and is in the same range as COHR (91) in the Electronic Equipment Or Instruments industry. This means that FN's stock grew similarly to AVGO’s and similarly to COHR’s over the last 12 months.
FN's Profit vs Risk Rating (4) in the Electronic Components industry is in the same range as COHR (8) in the Electronic Equipment Or Instruments industry, and is in the same range as AVGO (9) in the Semiconductors industry. This means that FN's stock grew similarly to COHR’s and similarly to AVGO’s over the last 12 months.
AVGO's SMR Rating (28) 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 COHR (87) in the Electronic Equipment Or Instruments industry. This means that AVGO's stock grew similarly to FN’s and somewhat faster than COHR’s over the last 12 months.
AVGO's Price Growth Rating (4) in the Semiconductors industry is in the same range as COHR (34) in the Electronic Equipment Or Instruments industry, and is in the same range as FN (35) in the Electronic Components industry. This means that AVGO's stock grew similarly to COHR’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 COHR (15) in the Electronic Equipment Or Instruments industry, and is somewhat better than the same rating for AVGO (63) in the Semiconductors industry. This means that FN's stock grew similarly to COHR’s and somewhat faster than AVGO’s over the last 12 months.
| AVGO | COHR | FN | |
|---|---|---|---|
| RSI ODDS (%) | 3 days ago 59% | 3 days ago 66% | 3 days ago 71% |
| Stochastic ODDS (%) | 3 days ago 56% | 3 days ago 69% | 3 days ago 79% |
| Momentum ODDS (%) | 3 days ago 87% | 3 days ago 75% | 3 days ago 78% |
| MACD ODDS (%) | 3 days ago 88% | 3 days ago 80% | 3 days ago 77% |
| TrendWeek ODDS (%) | 3 days ago 78% | 3 days ago 82% | 3 days ago 78% |
| TrendMonth ODDS (%) | 3 days ago 81% | 3 days ago 85% | 3 days ago 79% |
| Advances ODDS (%) | 3 days ago 80% | 3 days ago 82% | 7 days ago 80% |
| Declines ODDS (%) | 21 days ago 56% | 25 days ago 78% | N/A |
| BollingerBands ODDS (%) | 3 days ago 55% | 3 days ago 75% | 3 days ago 79% |
| Aroon ODDS (%) | 5 days ago 85% | 3 days ago 76% | 3 days ago 78% |
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AVGO and
Correlation & Price change
A.I.dvisor indicates that over the last year, AVGO has been closely correlated with LRCX. These tickers have moved in lockstep 69% of the time. This A.I.-generated data suggests there is a high statistical probability that if AVGO jumps, then LRCX could also see price increases.
| Ticker / NAME | Correlation To AVGO | 1D Price Change % | ||
|---|---|---|---|---|
| AVGO | 100% | +2.03% | ||
| LRCX - AVGO | 69% Closely correlated | +2.54% | ||
| KLAC - AVGO | 68% Closely correlated | +3.26% | ||
| AMAT - AVGO | 65% Loosely correlated | +1.81% | ||
| AMKR - AVGO | 65% Loosely correlated | +7.11% | ||
| VECO - AVGO | 64% Loosely correlated | +0.19% | ||
More | ||||
COHR and
Correlation & Price change
A.I.dvisor indicates that over the last year, COHR has been loosely correlated with MKSI. These tickers have moved in lockstep 65% of the time. This A.I.-generated data suggests there is some statistical probability that if COHR jumps, then MKSI could also see price increases.
| Ticker / NAME | Correlation To COHR | 1D Price Change % | ||
|---|---|---|---|---|
| COHR | 100% | +5.19% | ||
| MKSI - COHR | 65% Loosely correlated | +3.22% | ||
| KEYS - COHR | 51% Loosely correlated | +1.33% | ||
| ESE - COHR | 45% Loosely correlated | +5.04% | ||
| ITRI - COHR | 43% Loosely correlated | +1.47% | ||
| VNT - COHR | 42% Loosely correlated | +2.28% | ||
More | ||||
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.