AXT Inc vs Fabrinet — how do they compare? AXT Inc trades at $77.17 (market cap $4.83B), while Fabrinet trades at $531.33 (market cap $18.88B). The key difference: Fabrinet is far larger — about 3.9× AXT Inc's market cap. Which is the better fit depends on your goals.
| AXTI | FN | |
|---|---|---|
Market Cap | $4.83B | $18.88B |
Sector | Technology | Technology |
52-Week High | $140.83 | $746.47 |
52-Week Low | $2.05 | $277.04 |
Enterprise Value | $4.50B | $17.94B |
Signals from Pluang's Aura AI — not financial advice
AXTI trades at $88.58, up 17.84% in 24 hours, reflecting strong momentum after Q2 2026 earnings beat. The stock is technically bullish with support at $82 and resistance at $92. Fundamentally, revenue grew to $126 million in 2026 with a net profit margin of 3.23%, though valuation ratios like P/E of 2,460.33 appear elevated. Recent news highlights surging indium phosphide demand driven by AI data centers.
Outlook is positive with analyst consensus at Buy (72.73%) and a $72.50 price target, but risks include high valuation, cash flow volatility, and dependence on AI-driven demand. The stock offers growth exposure to semiconductor substrates, yet investors should weigh profitability sustainability against rich multiples.
Fabrinet (FN) trades at $562.38, up 3.39% in 24 hours, near its 52-week high of $748.89. The stock shows bullish technical signals with strong moving average support and a neutral RSI. Recent earnings beats in Q3 2025 to Q1 2026 highlight robust growth, with Q2 2026 EPS expected at $3.81. Revenue grew to $3.42B in 2025, with net income at $332.53M, though valuation ratios like P/E of 45.28 appear elevated.
Outlook remains positive driven by AI infrastructure demand, with analysts projecting 75% buy ratings. Key risks include premium valuation sensitivity and supply chain constraints. The stock offers growth exposure but requires monitoring of execution and market volatility.
Trailing returns across standard periods
Latest headlines on both assets
AXT develops and manufactures high-performance compound semiconductor wafer substrates. Its products, like indium phosphide and gallium arsenide, are essential for data centers, 5G, and consumer electronics.
Read more on AXTI →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 →