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FN or NXPI or ON
Which Stock Would AI Choose? Fabrinet (FN) vs. NXP Semiconductors (NXPI) vs. ON Semiconductor (ON) Stock Comparison
Key Takeaways
- FN has delivered superior recent performance, with shares up over 25% in the past month and 165% over the last year, fueled by AI-driven optics demand.
- NXPI shows mixed momentum, down about 10% in recent weeks amid softer guidance, though it holds steady with automotive and IoT exposure.
- ON has gained around 6-9% YTD and 38% over the past year, benefiting from earnings beats and shifts toward higher-margin AI and automotive applications.
- All three operate in semiconductors and related fields, but FN's optical manufacturing for datacenters gives it stronger growth catalysts compared to peers' broader chip portfolios.
- Recent earnings surprises and positive revisions favor FN and ON, while NXPI faces margin pressures.
- AI trading bots on Tickeron highlight semiconductor sector strength, with bots achieving up to 100%+ annualized returns on related tickers.
Introduction
This stock comparison examines FN (Fabrinet), NXPI (NXP Semiconductors), and ON (ON Semiconductor), three key players in the semiconductor and optics ecosystem. These companies benefit from overlapping exposure to AI infrastructure, automotive electrification, and datacenter growth, amid a market favoring tech-driven relative performance. Traders seeking momentum in optics and chips, or investors eyeing sector rotation, will find value in understanding their recent price behavior, earnings trajectories, and positioning. This analysis draws on verifiable data from sources like Yahoo Finance and company reports to highlight contrasts in growth drivers and market sentiment.
FN Overview and Recent Performance
Fabrinet (FN) specializes in precision optical, electro-mechanical, and electronic manufacturing services, with a focus on optical communications for datacenters and telecom. In recent market activity, FN shares have surged, jumping approximately 25% in a recent month amid accelerating Telecom and Datacenter Interconnect revenues, alongside easing datacom constraints and scaling High-Performance Computing business. Fiscal Q2 2026 results showed record revenue of $1.13 billion, up 36% year-over-year, with non-GAAP EPS of $3.36 beating estimates. Guidance for Q3 points to $1.15-$1.20 billion in revenue, driven by 800ZR optics and co-packaged optics catalysts. Year-to-date gains exceed 15%, and one-year returns top 165%, reflecting strong sentiment tied to AI infrastructure demand.
NXPI Overview and Recent Performance
NXP Semiconductors (NXPI) designs and manufactures analog and mixed-signal semiconductors for automotive, industrial, IoT, and mobile applications. Recent weeks have seen NXPI shares decline around 10%, pressured by a mixed Q4 beat with softer Q1 guidance of $3.05-$3.25 billion in revenue and EPS of $2.77-$3.17. Despite year-over-year growth in automotive and industrial segments, communications infrastructure revenue fell 18%, impacting sentiment. YTD performance lags at negative low-single digits, with one-year returns flat to slightly down, though analysts note resilience in software-defined vehicles and physical AI platforms. Zacks Rank #2 (Buy) reflects upward EPS revisions.
ON Overview and Recent Performance
ON Semiconductor (ON) provides intelligent power and sensing solutions for automotive, industrial, and cloud applications. In recent market activity, ON shares have shown resilience, up 6.7% over the past month and 9.4% YTD, with one-year gains near 38%. Q4 results featured $1.53 billion in revenue and EPS beats, supporting a shift to higher-margin AI data center and EV tech. Consensus points to current-quarter EPS growth of 12.7% and full-year 24.3%, amid positive estimate revisions. Performance trails broader semis but outperforms in relative stability, buoyed by $1.4 billion in free cash flow.
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. Only those excelling in current volatility—such as short-term momentum, sector rotation, and technical patterns—earn a spot. Stats highlight impressive ranges: annualized returns up to +217%, win rates of 53-95%, profit factors to 25.8, and drawdowns from $1,500-$25,000 on model portfolios. Semiconductor-focused bots shine, like those on SOXL (+102% return, 70% win rate) and LRCX/TER/AMAT (+99%, 69% win rate), aligning with optics and chip trends. Styles span 5min scalps to swing trades. Explore these for data-driven insights tailored to today's market.
Head-to-Head Comparison
FN, NXPI, and ON share semiconductor ties but diverge in models: FN's contract manufacturing emphasizes optics for AI datacenters, contrasting NXPI and ON's fabless design of analog/power chips for autos and industrials. Growth drivers favor FN's 36% revenue surge from HPC/DCI versus peers' modest or declining tops. Recent momentum is strongest for FN (YTD +15%), with ON stable (+9%) and NXPI lagging (-7%). Risks include FN's customer concentration, NXPI's margin erosion, and ON's revenue contraction. Valuation sensitivity is elevated for FN post-rally, while sentiment tilts toward AI-exposed plays.
Tickeron AI Verdict
Tickeron’s AI currently favors FN due to its trend consistency in AI optics, superior relative performance, and catalysts like 800ZR ramps, positioning it ahead in semiconductor sector momentum. ON offers stability, but NXPI trails on softer outlook. Probability leans toward continued outperformance for optics leaders amid datacenter builds.
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).
FN’s FA Score shows that 2 FA rating(s) are green whileNXPI’s FA Score has 2 green FA rating(s), and ON’s FA Score reflects 2 green FA rating(s).
- FN’s FA Score: 2 green, 3 red.
- NXPI’s FA Score: 2 green, 3 red.
- ON’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.
FN’s TA Score shows that 5 TA indicator(s) are bullish while NXPI’s TA Score has 4 bullish TA indicator(s), and ON’s TA Score reflects 6 bullish TA indicator(s).
- FN’s TA Score: 5 bullish, 3 bearish.
- NXPI’s TA Score: 4 bullish, 6 bearish.
- ON’s TA Score: 6 bullish, 4 bearish.
Price Growth
FN (@Electronic Components) experienced а +1.47% price change this week, while NXPI (@Semiconductors) price change was +5.71% , and ON (@Semiconductors) price fluctuated +20.47% for the same time period.
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 +10.10%. For the same industry, the average monthly price growth was +24.60%, and the average quarterly price growth was +26.97%.
Reported Earning Dates
FN is expected to report earnings on May 11, 2026.
NXPI is expected to report earnings on Apr 28, 2026.
ON is expected to report earnings on May 04, 2026.
Industries' Descriptions
@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 (+10.10% 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 | NXPI | ON | |
| Capitalization | 25.1B | 55.9B | 33.7B |
| EBITDA | 466M | 3.96B | 888M |
| Gain YTD | 53.754 | 2.501 | 58.006 |
| P/E Ratio | 67.12 | 27.84 | 295.03 |
| Revenue | 3.89B | 12.3B | 6B |
| Total Cash | 961M | 2.91B | 2.55B |
| Total Debt | 4.89M | 12.2B | 3.01B |
FN | NXPI | ON | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 50 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 73 Overvalued | 12 Undervalued | 89 Overvalued | |
PROFIT vs RISK RATING 1..100 | 4 | 82 | 67 | |
SMR RATING 1..100 | 46 | 43 | 88 | |
PRICE GROWTH RATING 1..100 | 35 | 50 | 3 | |
P/E GROWTH RATING 1..100 | 6 | 23 | 1 | |
SEASONALITY SCORE 1..100 | 50 | 75 | 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.
NXPI's Valuation (12) in the Semiconductors industry is somewhat better than the same rating for FN (73) in the Electronic Components industry, and is significantly better than the same rating for ON (89) in the Semiconductors industry. This means that NXPI's stock grew somewhat faster than FN’s and significantly faster than ON’s over the last 12 months.
FN's Profit vs Risk Rating (4) in the Electronic Components industry is somewhat better than the same rating for ON (67) in the Semiconductors industry, and is significantly better than the same rating for NXPI (82) in the Semiconductors industry. This means that FN's stock grew somewhat faster than ON’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 ON (88) in the Semiconductors industry. This means that NXPI's stock grew similarly to FN’s and somewhat faster than ON’s over the last 12 months.
ON's Price Growth Rating (3) in the Semiconductors industry is in the same range as FN (35) in the Electronic Components industry, and is somewhat better than the same rating for NXPI (50) in the Semiconductors industry. This means that ON's stock grew similarly to FN’s and somewhat faster than NXPI’s over the last 12 months.
ON's P/E Growth Rating (1) in the Semiconductors industry is in the same range as FN (6) in the Electronic Components industry, and is in the same range as NXPI (23) in the Semiconductors industry. This means that ON's stock grew similarly to FN’s and similarly to NXPI’s over the last 12 months.
| FN | NXPI | ON | |
|---|---|---|---|
| RSI ODDS (%) | 4 days ago 71% | 4 days ago 69% | 4 days ago 78% |
| Stochastic ODDS (%) | 4 days ago 79% | 4 days ago 70% | 4 days ago 78% |
| Momentum ODDS (%) | 4 days ago 78% | 4 days ago 71% | 4 days ago 84% |
| MACD ODDS (%) | 4 days ago 77% | 4 days ago 72% | 4 days ago 72% |
| TrendWeek ODDS (%) | 4 days ago 78% | 4 days ago 66% | 4 days ago 75% |
| TrendMonth ODDS (%) | 4 days ago 79% | 4 days ago 67% | 4 days ago 75% |
| Advances ODDS (%) | 8 days ago 80% | 4 days ago 63% | 4 days ago 72% |
| Declines ODDS (%) | N/A | 19 days ago 68% | 22 days ago 77% |
| BollingerBands ODDS (%) | 4 days ago 79% | 4 days ago 65% | 4 days ago 80% |
| Aroon ODDS (%) | 4 days ago 78% | 4 days ago 65% | 4 days ago 77% |
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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% | ||
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