Advertisement
COHR or FN or NXPI
Which Stock Would AI Choose? Coherent Corp (COHR) vs. Fabrinet (FN) vs. NXP Semiconductors N.V. (NXPI) Stock Comparison
Key Takeaways
- COHR has surged over 290% in the past year, driven by AI optics partnerships like NVIDIA, with YTD gains of 36% outperforming peers.
- FN shows strong momentum in optical manufacturing for datacenters, up 136% annually and 14% YTD, supported by robust earnings beats.
- NXPI lags with modest 4.6% one-year return amid softer outlook, though Q4 earnings beat and automotive exposure provide stability.
- All three operate in semiconductors and optics, but COHR and FN lead in AI/datacenter growth while NXPI focuses on automotive and IoT.
- Analyst targets suggest upside: COHR at $276 (10% potential), FN at $574 (10%), NXPI at $262 (36%).
- Recent volatility favors COHR and FN in relative performance amid tech rally.
Introduction
This comparison examines Coherent Corp (COHR), Fabrinet (FN), and NXP Semiconductors N.V. (NXPI), all key players in the photonics, optics, and semiconductor sectors fueling AI datacenters, automotive, and communications. Traders seeking exposure to high-growth tech themes like optical interconnects and edge computing, or investors eyeing relative performance in a volatile market, will find value in their contrasts. With AI-driven demand accelerating, these stocks highlight trade-offs in momentum, valuation, and sector positioning amid recent market shifts.
COHR Overview and Recent Performance
Coherent Corp (COHR) develops engineered materials, optoelectronic components, and laser systems for industrial, communications, and electronics markets. Operating in networking, materials, and lasers segments, it supplies transceivers and optics critical for datacenters. In recent market activity, COHR shares have shown strong upward momentum, with YTD returns at 36% and a 292% one-year gain, trading around $252 amid a 52-week range of $46-$300. Sentiment has been boosted by a strategic NVIDIA partnership for AI optics, S&P 500 inclusion, and product launches like multi-rail transport platforms, enhancing datacenter efficiency. These catalysts have driven outperformance versus broader indices.
FN Overview and Recent Performance
Fabrinet (FN) specializes in precision optical, electro-mechanical, and electronic manufacturing services for OEMs in optical communications, industrial lasers, automotive, and medical sectors. It handles process design, assembly, and testing for transceivers and sensors. Recent weeks have seen FN maintain robust performance, with shares near $519 in a 52-week range of $149-$633, YTD up 14% and annually 136%. Strong Q2 fiscal 2026 results, exceeding revenue and EPS estimates by 5% and 3%, fueled by telecom/datacenter and HPC growth, alongside analyst upgrades, have sustained positive sentiment despite some pullbacks.
NXPI Overview and Recent Performance
NXP Semiconductors N.V. (NXPI) supplies mixed-signal semiconductors including microcontrollers, wireless connectivity, and sensors for automotive, industrial IoT, mobile, and infrastructure applications. Recent market activity reflects caution, with shares around $193 in a 52-week range of $148-$256, YTD up 11% but only 4.6% annually. Despite Q4 earnings beats on $3.34B revenue, a softer Q1 outlook led to 20% declines over recent weeks, tempering sentiment. New products like i.MX 93W for edge AI and a quarterly dividend announcement provide support, emphasizing automotive stability.
Trending AI Robots
Tickeron’s Trending AI Robots page showcases the platform's top-performing AI trading bots, curated from hundreds available that trade thousands of tickers across diverse strategies, timeframes, and market conditions. Featuring 25 standout bots selected from 351 total, these highlight real-time signals with impressive stats: annualized returns ranging from 17% to over 200%, win rates of 53% to 95%, and profit factors up to 25.8. Examples include a semiconductors bot with +95% annualized return and 71% win rate on SOXL, and volatility plays exceeding 200% returns. Tailored for growth sectors like AI, semis, and energy, they offer copy-trading options with or without risk management. Explore Trending AI Robots to identify bots suited to current volatility and trends.
Head-to-Head Comparison
COHR, FN, and NXPI share semiconductor exposure but diverge in models: COHR and FN emphasize optics/photonics for AI datacenters, while NXPI leads in automotive chips. Growth drivers favor COHR (NVIDIA deal) and FN (HPC ramp), with recent momentum at 36% and 14% YTD versus NXPI's 11%. Risks include COHR's high volatility (beta elevated), FN's supply chain dependency, and NXPI's cyclical auto exposure. Valuation sensitivity is acute for COHR at premium multiples amid rapid gains; NXPI trades at moderate P/E around 25x with steady revenue. Market sentiment tilts toward optics plays in AI boom, contrasting NXPI's stability.
Tickeron AI Verdict
Tickeron’s AI currently favors COHR due to superior trend consistency in AI optics, fresh NVIDIA catalysts, and S&P inclusion boosting liquidity, positioning it strongly relative to peers. FN follows closely with datacenter momentum, while NXPI offers defensive appeal but trails in growth positioning. Observable factors suggest higher probability of near-term outperformance for COHR in the prevailing tech environment.
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).
COHR’s FA Score shows that 2 FA rating(s) are green whileFN’s FA Score has 2 green FA rating(s), and NXPI’s FA Score reflects 2 green FA rating(s).
- COHR’s FA Score: 2 green, 3 red.
- FN’s FA Score: 2 green, 3 red.
- NXPI’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.
COHR’s TA Score shows that 4 TA indicator(s) are bullish while FN’s TA Score has 5 bullish TA indicator(s), and NXPI’s TA Score reflects 4 bullish TA indicator(s).
- COHR’s TA Score: 4 bullish, 5 bearish.
- FN’s TA Score: 5 bullish, 3 bearish.
- NXPI’s TA Score: 4 bullish, 6 bearish.
Price Growth
COHR (@Electronic Equipment/Instruments) experienced а +12.85% price change this week, while FN (@Electronic Components) price change was +1.47% , and NXPI (@Semiconductors) price fluctuated +6.41% for the same time period.
The average weekly price growth across all stocks in the @Electronic Equipment/Instruments industry was +1.08%. For the same industry, the average monthly price growth was +5.49%, and the average quarterly price growth was +1.08%.
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%.
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%.
Reported Earning Dates
COHR is expected to report earnings on May 13, 2026.
FN is expected to report earnings on May 11, 2026.
NXPI is expected to report earnings on Apr 28, 2026.
Industries' Descriptions
@Electronic Equipment/Instruments (+1.08% 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 (+4.16% 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.
@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.
| COHR | FN | NXPI | |
| Capitalization | 65.2B | 25.1B | 55.9B |
| EBITDA | 1.08B | 466M | 3.96B |
| Gain YTD | 88.281 | 53.754 | 2.501 |
| P/E Ratio | 340.70 | 67.12 | 27.84 |
| Revenue | 6.29B | 3.89B | 12.3B |
| Total Cash | 864M | 961M | 2.91B |
| Total Debt | 3.55B | 4.89M | 12.2B |
COHR | FN | NXPI | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 20 | 31 | 14 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 91 Overvalued | 74 Overvalued | 12 Undervalued | |
PROFIT vs RISK RATING 1..100 | 8 | 4 | 77 | |
SMR RATING 1..100 | 87 | 46 | 43 | |
PRICE GROWTH RATING 1..100 | 34 | 35 | 50 | |
P/E GROWTH RATING 1..100 | 15 | 5 | 23 | |
SEASONALITY SCORE 1..100 | 50 | 50 | 75 |
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.
NXPI's Valuation (12) in the Semiconductors industry is somewhat better than the same rating for FN (74) in the Electronic Components industry, and is significantly better than the same rating for COHR (91) in the Electronic Equipment Or Instruments industry. This means that NXPI's stock grew somewhat faster than FN’s and significantly faster than 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 significantly better than the same rating for NXPI (77) in the Semiconductors industry. This means that FN's stock grew similarly to COHR’s and significantly faster than NXPI’s over the last 12 months.
NXPI's SMR Rating (43) 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 NXPI's stock grew similarly to FN’s and somewhat faster than COHR’s over the last 12 months.
COHR's Price Growth Rating (34) in the Electronic Equipment Or Instruments industry is in the same range as FN (35) in the Electronic Components industry, and is in the same range as NXPI (50) in the Semiconductors industry. This means that COHR's stock grew similarly to FN’s and similarly to NXPI’s over the last 12 months.
FN's P/E Growth Rating (5) in the Electronic Components industry is in the same range as COHR (15) in the Electronic Equipment Or Instruments industry, and is in the same range as NXPI (23) in the Semiconductors industry. This means that FN's stock grew similarly to COHR’s and similarly to NXPI’s over the last 12 months.
| COHR | FN | NXPI | |
|---|---|---|---|
| RSI ODDS (%) | 1 day ago 73% | 1 day ago 67% | 1 day ago 63% |
| Stochastic ODDS (%) | 1 day ago 74% | 1 day ago 70% | 1 day ago 68% |
| Momentum ODDS (%) | 1 day ago 75% | 1 day ago 83% | 1 day ago 70% |
| MACD ODDS (%) | 1 day ago 76% | 1 day ago 73% | 1 day ago 78% |
| TrendWeek ODDS (%) | 1 day ago 82% | 1 day ago 78% | 1 day ago 66% |
| TrendMonth ODDS (%) | 1 day ago 85% | 1 day ago 79% | 1 day ago 67% |
| Advances ODDS (%) | 1 day ago 82% | 1 day ago 80% | 1 day ago 63% |
| Declines ODDS (%) | 27 days ago 78% | N/A | 20 days ago 68% |
| BollingerBands ODDS (%) | 1 day ago 81% | 1 day ago 72% | 1 day ago 67% |
| Aroon ODDS (%) | 1 day ago 76% | 1 day ago 78% | 1 day ago 63% |
Advertisement
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FLRT | 46.66 | N/A | N/A |
| Pacer Aristotle Pac Ast Fl Rt Hi Inc ETF | |||
| EUDV | 55.42 | N/A | N/A |
| ProShares MSCI Europe Dividend Gr ETF | |||
| HYTI | 19.43 | -0.05 | -0.23% |
| FT Vest High Yield & Target Income ETF | |||
| LEGR | 62.97 | -0.15 | -0.25% |
| First Trust Indxx Invtv Tnsctn&Prcs ETF | |||
| EZU | 67.95 | -0.27 | -0.40% |
| iShares MSCI Eurozone ETF | |||
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% | +0.72% | ||
| MKSI - COHR | 65% Loosely correlated | +0.48% | ||
| KEYS - COHR | 51% Loosely correlated | +0.24% | ||
| ESE - COHR | 45% Loosely correlated | +0.07% | ||
| ITRI - COHR | 43% Loosely correlated | -0.81% | ||
| VNT - COHR | 42% Loosely correlated | +0.13% | ||
More | ||||
NXPI and
Correlation & Price change
A.I.dvisor indicates that over the last year, NXPI has been closely correlated with MCHPP. These tickers have moved in lockstep 82% of the time. This A.I.-generated data suggests there is a high statistical probability that if NXPI jumps, then MCHPP could also see price increases.
| Ticker / NAME | Correlation To NXPI | 1D Price Change % | ||
|---|---|---|---|---|
| NXPI | 100% | +2.46% | ||
| MCHPP - NXPI | 82% Closely correlated | +1.76% | ||
| ON - NXPI | 79% Closely correlated | +3.07% | ||
| ENTG - NXPI | 78% Closely correlated | +1.96% | ||
| MCHP - NXPI | 78% Closely correlated | +2.07% | ||
| LRCX - NXPI | 77% Closely correlated | -1.66% | ||
More | ||||