Advertisement
FN or MCHP or TEL
Which Stock Would AI Choose? Fabrinet (FN) vs. Microchip Technology (MCHP) vs. TE Connectivity (TEL) Stock Comparison
Key Takeaways
- FN has surged over 120% in the past year with strong YTD gains of about 10%, driven by AI optics and datacom demand, outperforming peers significantly.
- MCHP shows recovery signs with 15-20% one-year returns but trails with negative YTD performance amid inventory challenges in semiconductors.
- TEL delivered robust 40%+ annual gains, supported by record orders in AI data centers and industrial connectivity, though recent pullbacks reflect broader market pressures.
- All three benefit from electronics components sector tailwinds like AI infrastructure and automation, but FN leads in momentum while TEL offers scale and stability.
- Recent earnings beats across the board highlight relative strength, with growth in optical and connectivity solutions amid sector volatility.
- Valuation sensitivity varies: high-growth FN trades at a premium, while MCHP appears more attractive on recovery potential.
Introduction
This comparison examines FN, MCHP, and TEL, key players in the electronics components sector fueled by AI infrastructure, data centers, and industrial automation. These stocks offer exposure to high-growth areas like optical communications, semiconductors, and connectivity solutions. Traders seeking momentum in volatile tech plays or investors eyeing stable industrials with AI upside will find value in analyzing their recent performance, sector positioning, and relative strengths amid macroeconomic shifts and supply chain dynamics.
FN Overview and Recent Performance
Fabrinet (FN) is a leading contract manufacturer specializing in optical, electro-mechanical, and electronic manufacturing services for telecom, datacom, and high-performance computing (HPC). In recent market activity, FN shares have shown robust momentum, gaining over 10% YTD and more than 120% over the past year, with prices around $502. This follows strong fiscal Q2 2026 results, where revenues hit $1.13 billion, up 36% year-over-year, driven by telecom growth (up 66%) and datacom/HPC scaling. Easing supply constraints and catalysts like 800ZR optics have boosted sentiment, though profit-taking has led to near-term volatility after all-time highs.
MCHP Overview and Recent Performance
Microchip Technology (MCHP) designs and manufactures microcontrollers, analog semiconductors, and embedded control solutions for automotive, industrial, and IoT applications. Trading near $62, MCHP has posted about 20-23% one-year returns but lags YTD with slight declines around -2%. Recent quarters reflect recovery, with Q3 fiscal 2026 revenues at $1.19 billion, up 15.6% year-over-year, aided by expanding gross margins to 60.5% and new product launches in edge AI and cybersecurity. High inventory levels and macroeconomic pressures have tempered gains, yet improving bookings signal stabilization.
TEL Overview and Recent Performance
TE Connectivity (TEL) produces connectivity and sensor solutions for transportation, industrial, and data infrastructure markets. At approximately $199, TEL shares have advanced over 40% in the past year but faced recent YTD pressure around -12%. Fiscal Q1 2026 delivered $4.67 billion in revenue, up 22% year-over-year, with record $5.1 billion orders fueled by 38% growth in industrial solutions from AI data centers and grid upgrades. A 10% dividend hike and $3 billion buyback expansion underscore confidence, despite short-term market pullbacks.
Trending AI Robots
Tickeron’s Trending AI Robots page features a curated selection of 25 top-performing AI trading bots out of 351 total bots, all powered by advanced financial learning models. These bots trade thousands of tickers across diverse strategies, timeframes, and sectors like semiconductors, energy, and industrials, delivering impressive stats: annualized returns up to 209%, win rates as high as 95%, profit factors exceeding 25, and profit-to-drawdown ratios over 22. Highlighted performers include bots targeting SOXL semiconductors at 110% returns and multi-ticker plays in aerospace/oil with 130% gains. AI dynamically selects the most suitable for current conditions, offering copy trading with risk controls and no minimums. Explore these high-potential bots to enhance your strategy in today's markets.
Head-to-Head Comparison
FN, MCHP, and TEL operate in the electronics components space but diverge in focus: FN excels in precision optical manufacturing for AI/datacom, MCHP in analog/mixed-signal semiconductors for embedded systems, and TEL in broad connectivity/sensors. Growth drivers contrast sharply—FN's 36% revenue surge from HPC/telecom versus MCHP's inventory normalization and TEL's record orders in AI infrastructure. Recent momentum favors FN (120%+ 1Y), but TEL provides scale ($58B cap) and dividends. Risks include supply volatility for FN, cyclicality for MCHP, and end-market exposure for TEL. Valuations reflect hype in FN, value in MCHP, with sentiment tilting toward AI pure-plays amid sector rotation.
Tickeron AI Verdict
Tickeron’s AI currently favors FN due to superior trend consistency in AI optics, strongest relative momentum (10%+ YTD, 120% 1Y), and catalysts like datacom/HPC scaling amid robust earnings beats. While TEL offers stability and MCHP recovery potential, FN's positioning in high-growth optical communications suggests higher probability of outperformance in the near term, barring broader sector corrections.
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).
FN’s FA Score shows that 2 FA rating(s) are green whileMCHP’s FA Score has 3 green FA rating(s), and TEL’s FA Score reflects 4 green FA rating(s).
- FN’s FA Score: 2 green, 3 red.
- MCHP’s FA Score: 3 green, 2 red.
- TEL’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.
FN’s TA Score shows that 5 TA indicator(s) are bullish while MCHP’s TA Score has 5 bullish TA indicator(s), and TEL’s TA Score reflects 6 bullish TA indicator(s).
- FN’s TA Score: 5 bullish, 3 bearish.
- MCHP’s TA Score: 5 bullish, 5 bearish.
- TEL’s TA Score: 6 bullish, 4 bearish.
Price Growth
FN (@Electronic Components) experienced а +4.19% price change this week, while MCHP (@Semiconductors) price change was +10.06% , and TEL (@Electronic Components) price fluctuated +7.12% for the same time period.
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%.
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%.
Reported Earning Dates
FN is expected to report earnings on May 11, 2026.
MCHP is expected to report earnings on May 11, 2026.
TEL is expected to report earnings on Apr 22, 2026.
Industries' Descriptions
@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.
@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.
| FN | MCHP | TEL | |
| Capitalization | 24.7B | 42.6B | 72.2B |
| EBITDA | 466M | 877M | 4.47B |
| Gain YTD | 51.531 | 24.331 | 8.520 |
| P/E Ratio | 66.14 | 86.21 | 35.47 |
| Revenue | 3.89B | 4.37B | 18.1B |
| Total Cash | 961M | 251M | 1.25B |
| Total Debt | 4.89M | 5.41B | 5.71B |
FN | MCHP | TEL | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 46 | 38 | 39 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 73 Overvalued | 14 Undervalued | 26 Undervalued | |
PROFIT vs RISK RATING 1..100 | 4 | 88 | 18 | |
SMR RATING 1..100 | 46 | 91 | 51 | |
PRICE GROWTH RATING 1..100 | 35 | 7 | 10 | |
P/E GROWTH RATING 1..100 | 6 | 6 | 16 | |
SEASONALITY SCORE 1..100 | 50 | 65 | 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.
MCHP's Valuation (14) in the Semiconductors industry is in the same range as TEL (26) in the Electronic Components industry, and is somewhat better than the same rating for FN (73) in the Electronic Components industry. This means that MCHP's stock grew similarly to TEL’s and somewhat faster than FN’s over the last 12 months.
FN's Profit vs Risk Rating (4) in the Electronic Components industry is in the same range as TEL (18) in the Electronic Components industry, and is significantly better than the same rating for MCHP (88) in the Semiconductors industry. This means that FN's stock grew similarly to TEL’s and significantly faster than MCHP’s over the last 12 months.
FN's SMR Rating (46) in the Electronic Components industry is in the same range as TEL (51) in the Electronic Components industry, and is somewhat better than the same rating for MCHP (91) in the Semiconductors industry. This means that FN's stock grew similarly to TEL’s and somewhat faster than MCHP’s over the last 12 months.
MCHP's Price Growth Rating (7) in the Semiconductors industry is in the same range as TEL (10) in the Electronic Components industry, and is in the same range as FN (35) in the Electronic Components industry. This means that MCHP's stock grew similarly to TEL’s and similarly to FN’s over the last 12 months.
MCHP's P/E Growth Rating (6) in the Semiconductors industry is in the same range as FN (6) in the Electronic Components industry, and is in the same range as TEL (16) in the Electronic Components industry. This means that MCHP's stock grew similarly to FN’s and similarly to TEL’s over the last 12 months.
| FN | MCHP | TEL | |
|---|---|---|---|
| RSI ODDS (%) | 3 days ago 71% | 3 days ago 65% | 3 days ago 52% |
| Stochastic ODDS (%) | 3 days ago 79% | 3 days ago 76% | 3 days ago 42% |
| Momentum ODDS (%) | 3 days ago 78% | 3 days ago 62% | 3 days ago 59% |
| MACD ODDS (%) | 3 days ago 77% | 3 days ago 68% | 3 days ago 73% |
| TrendWeek ODDS (%) | 3 days ago 78% | 3 days ago 66% | 3 days ago 56% |
| TrendMonth ODDS (%) | 3 days ago 79% | 3 days ago 64% | 3 days ago 53% |
| Advances ODDS (%) | 7 days ago 80% | 3 days ago 65% | 3 days ago 59% |
| Declines ODDS (%) | N/A | 21 days ago 73% | 21 days ago 51% |
| BollingerBands ODDS (%) | 3 days ago 79% | 3 days ago 72% | 3 days ago 56% |
| Aroon ODDS (%) | 3 days ago 78% | 3 days ago 77% | 3 days ago 50% |
Advertisement
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| JNUG | 242.32 | 12.92 | +5.63% |
| Direxion Daily Jr Gld Mnrs Bull 2X ETF | |||
| ARKD | 20.26 | 0.33 | +1.63% |
| ARK DIET Q1 Buffer ETF | |||
| YMAR | 28.38 | 0.21 | +0.75% |
| FT Vest Intl Eq Mod Bffr ETF Mar | |||
| SPHY | 23.62 | 0.10 | +0.43% |
| State Street® SPDR® Port Hi Yld Bd ETF | |||
| MYCJ | 24.92 | 0.07 | +0.26% |
| State Street® My2030 Corporate Bond ETF | |||
MCHP and
Correlation & Price change
A.I.dvisor indicates that over the last year, MCHP has been closely correlated with MCHPP. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if MCHP jumps, then MCHPP could also see price increases.
| Ticker / NAME | Correlation To MCHP | 1D Price Change % | ||
|---|---|---|---|---|
| MCHP | 100% | +2.46% | ||
| MCHPP - MCHP | 96% Closely correlated | +2.29% | ||
| NXPI - MCHP | 85% Closely correlated | +1.08% | ||
| ON - MCHP | 80% Closely correlated | +3.85% | ||
| TXN - MCHP | 77% Closely correlated | +3.01% | ||
| KLIC - MCHP | 75% Closely correlated | +2.79% | ||
More | ||||