Fabrinet vs QUALCOMM, Inc. — how do they compare? Fabrinet trades at $498.5 (market cap $17.85B), while QUALCOMM, Inc. trades at $177.14 (market cap $187.95B). The key difference: QUALCOMM, Inc. is far larger — about 10.5× Fabrinet's market cap, and QUALCOMM, Inc. pays a 2.09% dividend while Fabrinet pays none. Which is the better fit depends on your goals — on Pluang, investors hold Fabrinet for 30 Days and QUALCOMM, Inc. for 87 Days on average.
| FN | QCOM | |
|---|---|---|
Market Cap | $17.85B | $187.95B |
Volume | 938,512 | 9,535,042 |
Sector | Technology | Technology |
52-Week High | $746.47 | $251.10 |
52-Week Low | $361.94 | $124.07 |
Typical Hold Time | 30 Days | 87 Days |
Enterprise Value | $16.97B | $194.92B |
Dividend Yield | — | 2.09% |
Signals from Pluang's Aura AI — not financial advice
Fabrinet (FN) trades at $497.99, up 1.81% on the day, with a bullish technical signal and strong analyst support. The stock benefits from surging AI data center demand, evidenced by three consecutive quarterly earnings beats and robust revenue growth. Valuation ratios are elevated, but profitability metrics like a 21.33% ROE and expanding margins highlight operational strength. Recent news emphasizes capacity expansion to capture multi-year growth opportunities in optical manufacturing.
The outlook is positive, driven by AI infrastructure demand and earnings momentum, though risks include customer concentration and high capital expenditures. With a consensus price target of $769.50 implying significant upside, Wall Street remains bullish, but investors should monitor execution on growth initiatives and competitive pressures.
Qualcomm (QCOM) trades at $176.01, down 2.79% on the day, with a bearish technical signal but strong fundamentals including 21.01% net income margin and 33.75% ROE. Recent earnings show mixed results with Q2 2026 missing expectations, while the company benefits from diversification into AI data centers and automotive sectors. Analyst consensus price target stands at $204.48, representing 16% upside potential from current levels.
The stock presents a compelling opportunity with reasonable valuation (P/E 20.24) and transformative AI partnerships, particularly the Amazon AWS deal offering up to $60 billion in potential revenue. Key risks include smartphone market dependence and competitive pressures in AI chips. Wall Street sentiment leans positive with 43% buy ratings despite recent technical weakness.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
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 →Qualcomm develops and licenses wireless technology and designs chips for smartphones. The company's key patents revolve around CDMA and OFDMA technologies, which are standards in wireless communications that are the backbone of all 3G and 4G networks. The firm is a leader in 5G network technology as well. Qualcomm's IP is licensed by virtually all wireless device makers. The firm is also the world's largest wireless chip vendor, supplying nearly every premier handset maker with leading-edge processors. Qualcomm also sells RF-front end modules into smartphones and chips into automotive and Internet of Things markets.
Read more on QCOM →