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ACLS vs ON
Which Stock Would AI Choose? Axcelis Technologies (ACLS) vs. ON Semiconductor (ON) Stock Comparison
Key Takeaways
- ACLS has surged over 70% year-to-date (YTD), outpacing the broader market amid strong demand for ion implantation equipment in advanced chip manufacturing.
- ON delivered approximately 90% YTD gains, supported by AI data center growth and electric vehicle (EV) silicon carbide (SiC) expansions, with recent Q1 earnings beating estimates.
- Both stocks operate in the semiconductor space but differ in focus: ACLS specializes in manufacturing equipment, while ON produces power management chips.
- Recent weeks saw ACLS rise around 40% monthly, reflecting sector momentum, compared to steadier performance for ON.
- ACLS trades at a market cap of about $4.3 billion with a P/E ratio near 37, while ON's larger $40 billion cap reflects broader diversification.
- AI-driven analysis favors ACLS for higher relative momentum in recent market activity.
Introduction
This stock comparison examines ACLS (Axcelis Technologies) and ON (ON Semiconductor), two key players in the semiconductor ecosystem benefiting from AI and advanced manufacturing trends. Traders seeking exposure to chip equipment and power solutions, as well as investors tracking relative performance in volatile tech sectors, will find value here. Both have shown robust YTD gains exceeding 70%, driven by demand for AI infrastructure and EVs, but differ in business models and risk profiles. This analysis highlights recent momentum, sector positioning, and head-to-head metrics for informed decision-making in today's market environment.
ACLS Overview and Recent Performance
Axcelis Technologies (ACLS) designs, manufactures, and services ion implantation equipment essential for semiconductor fabrication, particularly for high-performance chips used in AI and power applications. In recent market activity, ACLS shares have exhibited strong upward momentum, gaining over 40% in the past month and more than 70% YTD, trading around $140 with a market cap of approximately $4.3 billion. This performance outpaces the S&P 500, fueled by sustained demand for advanced node technologies amid AI expansion. Q4 2025 results showed revenue of $238 million and non-GAAP EPS of $1.49, beating expectations despite a slight year-over-year decline. Sentiment remains positive due to the company's niche in ion implantation (a critical step in doping semiconductors), with upcoming Q1 2026 earnings anticipated to reflect ongoing capex cycles in chip production.
ON Overview and Recent Performance
ON Semiconductor (ON), known as onsemi, produces power management semiconductors, sensors, and analog solutions for automotive, industrial, and data center applications. Recent weeks have seen ON shares advance steadily, with YTD returns near 90% and trading around $102 at a $40 billion market cap. Q1 2026 earnings highlighted revenue of $1.51 billion and adjusted EPS of $0.64, surpassing forecasts, driven by AI data center demand doubling year-over-year and EV SiC expansions. Despite a post-earnings dip, performance reflects improving industrial trends and automotive recovery. Broader diversification across end-markets provides stability, though exposure to cyclical autos introduces volatility. Investor sentiment supports ON's positioning in high-growth power semis.
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Head-to-Head Comparison
ACLS and ON both thrive in semiconductors but contrast sharply: ACLS focuses on specialized equipment (ion implanters), tying it closely to fab capex cycles, while ON delivers finished power chips for EVs, AI data centers, and industrials. Growth drivers differ—ACLS leverages AI chip complexity, ON benefits from SiC adoption and sensor demand. Recent momentum favors ACLS with sharper monthly gains, versus ON's steadier climb post-earnings. Risk factors include ACLS's higher beta (1.9+) and equipment cyclicality versus ON's diversification but auto exposure. ON boasts larger scale ($6B+ revenue vs. ACLS's ~$1B), yet both command premium P/E ratios around 37-75 amid sector enthusiasm. Market sentiment tilts toward AI tailwinds for both, with trade-offs in volatility versus breadth.
Tickeron AI Verdict
Tickeron’s AI currently favors ACLS over ON, based on superior recent momentum, consistent YTD outperformance relative to peers, and alignment with equipment demand in AI chip production cycles. While ON offers stability through diversification and recent earnings beats, ACLS's trend strength and catalysts like impending Q1 results suggest higher probability of near-term upside in the current semiconductor rally.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ACLS is a Hold and ON is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
ACLS’s FA Score shows that 1 FA rating(s) are green whileON’s FA Score has 2 green FA rating(s).
- ACLS’s FA Score: 1 green, 4 red.
- ON’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
ACLS’s TA Score shows that 4 TA indicator(s) are bullish while ON’s TA Score has 3 bullish TA indicator(s).
- ACLS’s TA Score: 4 bullish, 4 bearish.
- ON’s TA Score: 3 bullish, 5 bearish.
Price Growth
ACLS (@Electronic Production Equipment) experienced а -3.21% price change this week, while ON (@Semiconductors) price change was -1.01% for the same time period.
The average weekly price growth across all stocks in the @Electronic Production Equipment industry was -3.69%. For the same industry, the average monthly price growth was +6.44%, and the average quarterly price growth was +123.09%.
The average weekly price growth across all stocks in the @Semiconductors industry was -2.00%. For the same industry, the average monthly price growth was -4.27%, and the average quarterly price growth was +88.32%.
Reported Earning Dates
ACLS is expected to report earnings on Aug 05, 2026.
ON is expected to report earnings on Aug 03, 2026.
Industries' Descriptions
@Electronic Production Equipment (-3.69% weekly)The electronic production equipment industry makes equipment used to produce semiconductors. Such equipment includes wafer fabrication, plasma etching and photo-resist processing equipment. The industry also makes chemical vapor deposition processing systems and photomasks, which are high-purity quartz plates that contain patterns to define integrated circuits layouts. Applied Materials, Inc., Lam Research Corporation, and KLA-Tencor Corporation are examples of electronic production equipment manufacturing companies.
@Semiconductors (-2.00% weekly)The semiconductor industry manufacturers all chip-related products, including research and development. These chips are used in innumerable electronic devices, including computers, cell phones, smartphones, and GPSs. Intel Corporation, NVIDIA Corp., and Broadcomm are some of the prominent players in this industry. Semiconductor companies usually tend to do well during periods of healthy economic growth, thereby inducing further research and development in the industry – which in turn augurs well for productivity and growth in the economy. In the near future, demand for semiconductor products (and possibly innovation within the segment) should only expand further, with the proliferation of 5G, autonomous vehicles, IoT, and various AI-driven electronics set to herald a new, advanced chapter in the technology-driven world as we know it. With burgeoning prospects comes great competition. In 2015, SIA estimated that U.S. semiconductor industry ranks as the second most competitive U.S. industry out of 2882 U.S. industries designated manufacturers by the U.S. Census Bureau.
| ACLS | ON | ACLS / ON | |
| Capitalization | 5.19B | 45B | 12% |
| EBITDA | 139M | 1.52B | 9% |
| Gain YTD | 113.057 | 116.177 | 97% |
| P/E Ratio | 57.12 | 96.73 | 59% |
| Revenue | 845M | 6.06B | 14% |
| Total Cash | 367M | 2.4B | 15% |
| Total Debt | 42M | 3.01B | 1% |
ACLS | ON | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 87 | 76 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 53 Fair valued | 64 Fair valued | |
PROFIT vs RISK RATING 1..100 | 54 | 48 | |
SMR RATING 1..100 | 73 | 79 | |
PRICE GROWTH RATING 1..100 | 35 | 4 | |
P/E GROWTH RATING 1..100 | 3 | 7 | |
SEASONALITY SCORE 1..100 | 31 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
ACLS's Valuation (53) in the Electronic Production Equipment industry is in the same range as ON (64) in the Semiconductors industry. This means that ACLS’s stock grew similarly to ON’s over the last 12 months.
ON's Profit vs Risk Rating (48) in the Semiconductors industry is in the same range as ACLS (54) in the Electronic Production Equipment industry. This means that ON’s stock grew similarly to ACLS’s over the last 12 months.
ACLS's SMR Rating (73) in the Electronic Production Equipment industry is in the same range as ON (79) in the Semiconductors industry. This means that ACLS’s stock grew similarly to ON’s over the last 12 months.
ON's Price Growth Rating (4) in the Semiconductors industry is in the same range as ACLS (35) in the Electronic Production Equipment industry. This means that ON’s stock grew similarly to ACLS’s over the last 12 months.
ACLS's P/E Growth Rating (3) in the Electronic Production Equipment industry is in the same range as ON (7) in the Semiconductors industry. This means that ACLS’s stock grew similarly to ON’s over the last 12 months.
| ACLS | ON | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 72% | 2 days ago 64% |
| Stochastic ODDS (%) | 2 days ago 73% | 2 days ago 85% |
| Momentum ODDS (%) | 2 days ago 74% | 2 days ago 76% |
| MACD ODDS (%) | 2 days ago 82% | 2 days ago 83% |
| TrendWeek ODDS (%) | 2 days ago 75% | 2 days ago 74% |
| TrendMonth ODDS (%) | 2 days ago 84% | 2 days ago 77% |
| Advances ODDS (%) | 10 days ago 84% | 3 days ago 75% |
| Declines ODDS (%) | 2 days ago 77% | 8 days ago 75% |
| BollingerBands ODDS (%) | 2 days ago 77% | 2 days ago 70% |
| Aroon ODDS (%) | 2 days ago 86% | 2 days ago 77% |
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ACLS and
Correlation & Price change
A.I.dvisor indicates that over the last year, ACLS has been closely correlated with VECO. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if ACLS jumps, then VECO could also see price increases.
| Ticker / NAME | Correlation To ACLS | 1D Price Change % | ||
|---|---|---|---|---|
| ACLS | 100% | -6.93% | ||
| VECO - ACLS | 87% Closely correlated | -3.38% | ||
| NXPI - ACLS | 71% Closely correlated | -7.21% | ||
| ADI - ACLS | 70% Closely correlated | -8.58% | ||
| QCOM - ACLS | 70% Closely correlated | -8.01% | ||
| POWI - ACLS | 70% Closely correlated | -7.76% | ||
More | ||||
ON and
Correlation & Price change
A.I.dvisor indicates that over the last year, ON has been closely correlated with MCHP. These tickers have moved in lockstep 76% of the time. This A.I.-generated data suggests there is a high statistical probability that if ON jumps, then MCHP could also see price increases.