Fabrinet vs Corning Incorporated — how do they compare? Fabrinet trades at $460.65 (market cap $17.44B), while Corning Incorporated trades at $155.15 (market cap $150.10B). The key difference: Corning Incorporated is far larger — about 8.6× Fabrinet's market cap, and Corning Incorporated pays a 0.64% dividend while Fabrinet pays none. Which is the better fit depends on your goals.
| FN | GLW | |
|---|---|---|
Market Cap | $17.44B | $150.10B |
Sector | Technology | Technology |
52-Week High | $746.47 | $255.79 |
52-Week Low | $277.04 | $52.97 |
Enterprise Value | $16.50B | $158.27B |
Dividend Yield | — | 0.64% |
Signals from Pluang's Aura AI — not financial advice
Fabrinet (FN) trades at $460.16, down 4.69% with a bearish technical signal despite strong fundamentals. The company reported consistent earnings beats with Q1 2026 EPS of $3.72 exceeding expectations, driven by 39% YoY revenue growth in optical communications. Analyst consensus remains strongly bullish with 18 buy ratings and a $733 price target, though technical indicators show selling pressure with support at $448.
The outlook remains positive given Fabrinet's strategic position in AI infrastructure and optical communications, with projected revenue growth to $4.2B in 2026. Key risks include premium valuation multiples and supply chain constraints, but the debt-free balance sheet and expanding margins support long-term growth potential in the AI-driven data center market.
GLW is trading at $156.59, down 16.57% over 24 hours, reflecting a significant pullback from recent highs. The stock shows bearish technical signals but maintains strong fundamentals with revenue growth to $15.63 billion in 2025 and net income of $1.60 billion. Recent earnings beats and analyst optimism around AI-driven optical communication demand provide a positive backdrop despite near-term volatility.
The outlook for GLW is cautiously optimistic, with a consensus price target of $210.10 implying substantial upside. Key opportunities include partnerships with NVIDIA and Amazon in AI infrastructure, while risks involve high valuation multiples and sensitivity to tech sector sentiment. Long-term growth in 5G and automotive glass supports the investment case.
Trailing returns across standard periods
Latest headlines on both assets
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 →Corning Inc is a leader in materials science, specializing in the production of glass, ceramics and optical fiber. The firm supplies its products for a wide range of applications, from flat-panel displays in televisions to gasoline particulate filters in automobiles to optical fiber for broadband access, with a leading share in many of its end markets.
Read more on GLW →