Fabrinet vs UiPath Inc — how do they compare? Fabrinet trades at $460 (market cap $17.44B), while UiPath Inc trades at $12 (market cap $6.19B). The key difference: Fabrinet is far larger — about 2.8× UiPath Inc's market cap, and Fabrinet is trading nearer its 52-week high, UiPath Inc nearer its low. Which is the better fit depends on your goals.
| FN | PATH | |
|---|---|---|
Market Cap | $17.44B | $6.19B |
Sector | Technology | Technology |
52-Week High | $746.47 | $19.29 |
52-Week Low | $277.04 | $9.38 |
Enterprise Value | $16.50B | $4.97B |
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.
UiPath (PATH) trades at $11.81, down 1.09% on the day, with a bullish technical signal from moving averages and oscillators. The company reported Q4 2025 EPS of $0.30, beating estimates, but missed in Q1 2026. Revenue growth is strong, reaching $1.43B in 2025, with improving net margins from -58.91% in 2022 to -5.16% in 2025. Analysts maintain a consensus price target of $13.33, suggesting upside potential. Recent news highlights agentic AI advancements with Maestro Case launches.
PATH presents a growth opportunity with robust revenue expansion and margin improvement, though profitability remains negative. Risks include execution on AI monetization and competitive pressures. The stock's current pullback may offer an attractive entry point, supported by bullish analyst sentiment and technical indicators, but investors should weigh near-term earnings volatility against long-term automation trends.
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 →UiPath Inc creates an end-to-end platform that provides automation with user emulation at its core. Its platform is built to be used by employees throughout a company and to address a wide variety of use cases, from simple tasks to long-running, complex business processes. It generates revenue from the sale of licenses for its proprietary software, maintenance and support, and professional services. It generates a majority of the revenues from the US, followed by Romania and the rest of the world.
Read more on PATH →