Fabrinet vs HubSpot Inc — how do they compare? Fabrinet trades at $460 (market cap $17.44B), while HubSpot Inc trades at $223.7 (market cap $11.02B). The key difference: Fabrinet is the larger of the two by market cap, and Fabrinet is trading nearer its 52-week high, HubSpot Inc nearer its low. Which is the better fit depends on your goals.
| FN | HUBS | |
|---|---|---|
Market Cap | $17.44B | $11.02B |
Sector | Technology | Technology |
52-Week High | $746.47 | $560.90 |
52-Week Low | $277.04 | $170.39 |
Enterprise Value | $16.50B | $9.58B |
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.
HubSpot (HUBS) trades at $226.06, up 7.81% over 24 hours, with a bullish technical signal and strong analyst support. The stock shows consistent earnings beats, with Q1 2026 EPS of $2.72 exceeding the $2.47 estimate. Revenue growth accelerated to $3.13B in 2025, and net income turned positive at $45.91M. Recent news highlights AI-driven product expansion and a scheduled Analyst Day in September 2026.
Outlook remains positive given robust revenue growth, expanding AI capabilities, and a consensus price target of $268.75 implying 19% upside. Risks include high valuation multiples (P/E 113.33) and competitive pressures in the CRM space. The stock's momentum depends on sustained execution and AI monetization.
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 →HubSpot provides a cloud-based marketing, sales, and customer service software platform referred to as the growth platform. The applications are available ala carte or packaged together. HubSpot's mission is to help companies grow better and has expanded from its initial focus on inbound marketing to embrace marketing, sales, and service more broadly. The company was founded in 2006, completed its initial public offering in 2014, and is headquartered in Cambridge, Massachusetts.
Read more on HUBS →