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AVGO or FN or TXN
Which Stock Would AI Choose? Broadcom Inc. (AVGO) vs. Fabrinet (FN) vs. Texas Instruments (TXN) Stock Comparison
Key Takeaways
- AVGO (AVGO) leads with massive scale in AI semiconductors, reporting Q1 FY2026 revenue up 29% year-over-year to $19.3 billion, though shares have pulled back amid sector volatility.
- FN (FN) shows explosive growth as an optical manufacturing specialist, with Q2 FY2026 revenue surging 36% to $1.13 billion, driven by telecom and high-performance computing demand.
- TXN (TXN) offers stability in analog chips, with YTD gains around 8% and focus on industrial, automotive, and emerging data center applications.
- Year-to-date, FN outperforms at +8-21%, while AVGO lags at -13-15% and TXN holds steady; all benefit from AI tailwinds but face supply and valuation pressures.
- Market caps differ sharply: AVGO at $1.39T dwarfs FN's $20B and TXN's $173B, reflecting diverse risk-reward profiles in the semiconductor space.
- Recent momentum favors growth plays like FN, but AVGO's AI revenue (up 106% YoY) signals long-term strength.
Introduction
This comparison examines AVGO (Broadcom Inc.), FN (Fabrinet), and TXN (Texas Instruments), three key players in the semiconductor ecosystem amid surging AI and data center demand. Broadcom dominates custom AI chips, Fabrinet excels in precision optical manufacturing, and Texas Instruments leads in analog and embedded processing. Traders seeking high-growth momentum and investors prioritizing stability in cyclical markets will find value in analyzing their relative performance, valuation sensitivity, and sector exposure. Recent market activity highlights contrasts in momentum and risk, offering insights into stock comparison and market positioning.
AVGO Overview and Recent Performance
Broadcom Inc. (AVGO) designs semiconductors and infrastructure software, powering AI accelerators, networking, and wireless connectivity. In recent weeks, shares have declined around 15% year-to-date and 8% over the past month, trading near $293 amid broader semiconductor pullbacks. Despite this, Q1 FY2026 revenue hit a record $19.3 billion, up 29% year-over-year, with AI semiconductor sales surging 106% to $8.4 billion. Key developments include a $970 million defense contract via Carahsoft and warnings of TSMC capacity constraints, boosting sentiment on AI demand but highlighting supply risks. Valuation trades at a trailing P/E (price-to-earnings ratio) of about 57, reflecting premium growth expectations.
FN Overview and Recent Performance
Fabrinet (FN) provides advanced optical packaging and precision manufacturing for optical communications, automotive, and sensors. Shares have shown strength with YTD gains of 8-21%, though recent sessions saw volatility, dropping 11% in a day to around $492 before rebounding. Q2 FY2026 revenue reached $1.13 billion, up 36% year-over-year, beating estimates, fueled by telecom (up 59%) and high-performance computing ramps. Guidance for Q3 points to $1.15-1.2 billion, signaling continued expansion. Partnerships like iPronics for AI optical switches underscore positioning in datacenter interconnects. At a P/E around 53, the stock reflects growth pricing amid capacity builds and AI optics tailwinds.
TXN Overview and Recent Performance
Texas Instruments (TXN) specializes in analog and embedded semiconductors for industrial, automotive, and personal electronics. Shares are up about 8-9% year-to-date and stable over recent weeks, trading near $186-190. Revenue growth of 13% last year supports focus on industrial recovery and data centers, with Q4 highlighting 70% growth in the new segment. Recent innovations include 800 VDC power architecture with NVIDIA for AI data centers and high-performance isolated power modules. Analysts project Q1 FY2026 EPS at $1.37, up 7%. Trading at a P/E of 35, TXN offers relative value with lower volatility compared to AI-heavy peers.
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Head-to-Head Comparison
AVGO, FN, and TXN operate in semiconductors but diverge in business models: Broadcom’s fabless design for AI networking contrasts Fabrinet’s contract manufacturing for optics and Texas Instruments’ in-house analog production. Growth drivers favor AVGO’s AI catalysts (106% revenue surge) and FN’s HPC/telecom ramps (36% top-line growth), while TXN relies on industrial/automotive recovery (13% revenue rise). Recent momentum shows FN leading short-term relative performance, AVGO pulling back despite scale, and TXN steady. Risk factors include AVGO’s supply bottlenecks and high P/E (57), FN’s customer concentration, and TXN’s cyclical exposure. Sector-wise, all tie to AI/data centers, but AVGO/FN offer higher beta plays versus TXN’s defensiveness. Valuation sensitivity is elevated for growth names (AVGO P/E 57, FN 53) over TXN’s 35, with market sentiment tilting toward AI momentum amid trade-offs in stability.
Tickeron AI Verdict
Tickeron’s AI currently favors FN for its superior recent trend consistency, relative outperformance (up to 21% YTD), and catalysts in optical AI infrastructure, positioning it ahead probabilistically in momentum-driven conditions. AVGO’s AI scale provides long-term edge, while TXN suits stability seekers; outcomes hinge on sector rotation and supply dynamics.
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.
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 whileFN’s FA Score has 2 green FA rating(s), and TXN’s FA Score reflects 4 green FA rating(s).
- AVGO’s FA Score: 3 green, 2 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.
AVGO’s TA Score shows that 7 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).
- AVGO’s TA Score: 7 bullish, 4 bearish.
- FN’s TA Score: 5 bullish, 3 bearish.
- TXN’s TA Score: 6 bullish, 4 bearish.
Price Growth
AVGO (@Semiconductors) experienced а +5.24% price change this week, while FN (@Electronic Components) price change was +1.47% , 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 +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
AVGO is expected to report earnings on Jun 04, 2026.
FN is expected to report earnings on May 11, 2026.
TXN is expected to report earnings on Apr 22, 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.
| AVGO | FN | TXN | |
| Capitalization | 1.89T | 25.1B | 213B |
| EBITDA | 37.3B | 466M | 8.25B |
| Gain YTD | 15.709 | 53.754 | 35.584 |
| P/E Ratio | 77.90 | 67.12 | 42.88 |
| Revenue | 68.3B | 3.89B | 17.7B |
| Total Cash | 14.2B | 961M | 4.88B |
| Total Debt | 66.1B | 4.89M | 14B |
AVGO | FN | TXN | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 50 | 36 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 75 Overvalued | 73 Overvalued | 14 Undervalued | |
PROFIT vs RISK RATING 1..100 | 10 | 4 | 48 | |
SMR RATING 1..100 | 28 | 46 | 32 | |
PRICE GROWTH RATING 1..100 | 4 | 35 | 8 | |
P/E GROWTH RATING 1..100 | 63 | 6 | 25 | |
SEASONALITY SCORE 1..100 | 50 | 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 somewhat better than the same rating for FN (73) in the Electronic Components industry, and is somewhat better than the same rating for AVGO (75) in the Semiconductors industry. This means that TXN's stock grew somewhat faster than FN’s and somewhat faster than AVGO’s over the last 12 months.
FN's Profit vs Risk Rating (4) in the Electronic Components industry is in the same range as AVGO (10) 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 AVGO’s and somewhat faster than TXN’s over the last 12 months.
AVGO's SMR Rating (28) in the Semiconductors industry is in the same range as TXN (32) in the Semiconductors industry, and is in the same range as FN (46) in the Electronic Components industry. This means that AVGO's stock grew similarly to TXN’s and similarly to FN’s over the last 12 months.
AVGO's Price Growth Rating (4) in the Semiconductors industry is in the same range as TXN (8) in the Semiconductors industry, and is in the same range as FN (35) in the Electronic Components industry. This means that AVGO'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 AVGO (63) in the Semiconductors industry. This means that FN's stock grew similarly to TXN’s and somewhat faster than AVGO’s over the last 12 months.
| AVGO | FN | TXN | |
|---|---|---|---|
| RSI ODDS (%) | 4 days ago 59% | 4 days ago 71% | 4 days ago 69% |
| Stochastic ODDS (%) | 4 days ago 56% | 4 days ago 79% | 4 days ago 66% |
| Momentum ODDS (%) | 4 days ago 87% | 4 days ago 78% | 4 days ago 55% |
| MACD ODDS (%) | 4 days ago 88% | 4 days ago 77% | 4 days ago 52% |
| TrendWeek ODDS (%) | 4 days ago 78% | 4 days ago 78% | 4 days ago 57% |
| TrendMonth ODDS (%) | 4 days ago 81% | 4 days ago 79% | 4 days ago 52% |
| Advances ODDS (%) | 4 days ago 80% | 8 days ago 80% | 4 days ago 55% |
| Declines ODDS (%) | 22 days ago 56% | N/A | 22 days ago 56% |
| BollingerBands ODDS (%) | 4 days ago 55% | 4 days ago 79% | 4 days ago 69% |
| Aroon ODDS (%) | 6 days ago 85% | 4 days ago 78% | 4 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% | +1.69% | ||
| MCHP - TXN | 82% Closely correlated | +2.07% | ||
| MCHPP - TXN | 78% Closely correlated | +1.76% | ||
| NXPI - TXN | 75% Closely correlated | +2.46% | ||
| ADI - TXN | 74% Closely correlated | +2.58% | ||
| ON - TXN | 70% Closely correlated | +3.07% | ||
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