Applied Materials, Inc. vs Fabrinet — how do they compare? Applied Materials, Inc. trades at $576.9 (market cap $478.36B), while Fabrinet trades at $460.5 (market cap $16.88B). The key difference: Applied Materials, Inc. is far larger — about 28.3× Fabrinet's market cap, and Applied Materials, Inc. pays a 0.35% dividend while Fabrinet pays none. Which is the better fit depends on your goals.
| AMAT | FN | |
|---|---|---|
Market Cap | $478.36B | $16.88B |
Sector | Technology | Technology |
52-Week High | $723.00 | $746.47 |
52-Week Low | $156.25 | $277.04 |
Enterprise Value | $477.39B | $15.94B |
Dividend Yield | 0.35% | — |
Signals from Pluang's Aura AI — not financial advice
Applied Materials (AMAT) trades at $602.50, up 2.35% recently, with strong technical support near $573 and resistance at $617. The company demonstrates robust fundamentals, including a 29.31% net income margin and consistent earnings beats, while benefiting from AI-driven semiconductor demand highlighted in recent CEO commentary (CNBC, 2026-05-28).
Outlook remains positive given analyst consensus of $644.33 price target and 76.9% buy ratings, though elevated P/E of 56.68 poses valuation risk. Key opportunities include AI infrastructure growth, while risks involve cyclical semiconductor demand and execution challenges in scaling operations.
Fabrinet (FN) trades at $471.13, down 2.41% over 24 hours, with technical indicators signaling a bearish short-term trend. The stock shows strong fundamentals, with Q1 2026 EPS of $3.72 beating estimates of $3.56, continuing a pattern of earnings outperformance. Revenue growth is robust, projected to rise from $3.42B in 2025 to $4.2B in 2026, while net income margin improves to 9.94%. Analyst sentiment remains highly bullish with a consensus price target of $733.00, though the stock faces near-term technical headwinds and premium valuation multiples.
Fabrinet's outlook is supported by its strategic position in the AI optical supply chain and consistent earnings beats, offering significant upside relative to analyst targets. Key risks include high valuation metrics, datacom supply constraints, and foreign exchange exposure. The stock presents a compelling growth opportunity for investors comfortable with its premium pricing, provided operational execution remains strong amid competitive and macroeconomic challenges.
Trailing returns across standard periods
Latest headlines on both assets
Applied Materials is the world's largest supplier of semiconductor manufacturing equipment, providing materials engineering solutions to help make nearly every chip in the world. The firm's systems are used in nearly every major process step with the exception of lithography. Key tools include those for chemical and physical vapor deposition, etching, chemical mechanical polishing, wafer- and reticle-inspection, critical dimension measurement, and defect-inspection scanning electron microscopes.
Read more on AMAT →Fabrinet provides advanced optical and electromechanical manufacturing services to original equipment manufacturers. It specializes in complex products for telecom, automotive, and medical industries.
Read more on FN →