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ADI vs ON
Which Stock Would AI Choose? Analog Devices (ADI) vs. ON Semiconductor (ON) Stock Comparison
Key Takeaways
- Both ADI and ON have delivered strong year-to-date gains in the semiconductor sector, with ON up approximately 89% and ADI around 49%, fueled by AI and data center demand.
- ADI boasts a larger market cap of about $197 billion versus ON's $40 billion, reflecting broader diversification across industrial, communications, and automotive markets.
- Recent earnings beats highlight AI-driven growth: ADI reported 30% revenue growth in its latest quarter, while ON saw AI data center revenue double year-over-year.
- ON shows higher short-term momentum with monthly gains over 60%, but ADI offers greater stability with lower volatility.
- Both face sector risks like supply chain issues, but ADI's higher cash reserves ($4 billion vs. ON's $2.5 billion) provide a buffer.
- Tickeron's AI tools highlight semiconductor bots trading related tickers, underscoring the sector's appeal.
Introduction
This comparison examines Analog Devices (ADI) and ON Semiconductor (ON), two key players in the analog and power semiconductor space. Both companies benefit from surging demand in AI data centers, electric vehicles (EVs), and industrial applications amid the broader semiconductor recovery. Traders seeking momentum in high-growth tech sectors and investors eyeing relative performance in market positioning will find value here. With recent earnings showcasing AI tailwinds, this analysis highlights contrasts in scale, growth drivers, and risk profiles to inform stock comparison decisions in the current environment.
ADI Overview and Recent Performance
Analog Devices (ADI), a global leader in analog, mixed-signal, and digital signal processing integrated circuits (ICs), serves automotive, industrial, communications, and consumer markets. In recent market activity, ADI shares have risen sharply, with year-to-date gains near 50% and over 100% in the past year, trading around $405. This momentum stems from robust Q1 fiscal 2026 results, including 30% year-over-year revenue growth to $3.16 billion and adjusted EPS of $2.46, beating estimates, driven by AI data center and industrial demand. Sentiment has improved on strong guidance and AI infrastructure exposure, though shares show some volatility tied to sector rotations. Upcoming earnings on May 20, 2026, with expected EPS of $2.88, further bolster outlook.
ON Overview and Recent Performance
ON Semiconductor (ON), known as onsemi, specializes in intelligent power and sensing solutions for automotive and industrial end-markets, including silicon carbide (SiC) for EVs. Recent weeks have seen explosive gains, with shares up about 90% year-to-date and over 160% annually, hovering near $103. Q1 2026 earnings featured $1.51 billion in revenue (up 4.7% year-over-year) and adjusted EPS of $0.64, surpassing forecasts, propelled by AI data center revenue doubling year-over-year and growing over 30% sequentially. EV SiC demand and power solutions have lifted sentiment, despite some post-earnings volatility. Q2 guidance of $1.54-1.64 billion in revenue signals continued recovery.
Trending AI Robots
Tickeron’s Trending AI Robots page features over 25 top-performing AI trading bots curated from a total of 351 bots that trade thousands of tickers across stocks, ETFs, and crypto. These bots are selected by AI for their suitability to current market conditions, showcasing strategies in high-growth areas like semiconductors, AI infrastructure, data centers, and leveraged ETFs. Performance stats include annualized returns from +23% to +169%, win rates of 51-88%, and profit factors up to 11.7, with many outperforming the S&P 500. Semiconductor-focused bots trade tickers like NVDA, AVGO, AMD, and MPWR, posting gains such as +72% in data center plays and +94% in manufacturing equipment. Each bot varies in style, timeframe, and risk, enabling diversified approaches. Explore these tools to enhance trading precision in dynamic markets.
Head-to-Head Comparison
ADI and ON both thrive in analog/power semis but differ in scale and focus. ADI's diversified business model spans broad ICs for industrial (key revenue driver) and AI, with higher revenues ($11.8B vs. $6B) and EBITDA ($5.5B vs. $888M), offering stability. ON emphasizes power/sensing for EVs (SiC growth) and industrials, with leaner debt but cyclical exposure. Recent momentum favors ON (60%+ monthly surge) over ADI's steadier climb, tied to AI data center surges. Risks include ON's higher beta (1.94 vs. 1.39) and inventory cycles, versus ADI's competition in converters. Sector overlap in semis/AI is strong, but ADI leads in sentiment stability, while ON offers EV upside trade-offs.
Tickeron AI Verdict
Tickeron’s AI currently favors ADI due to its consistent upward trend, lower volatility, superior earnings stability, and stronger relative positioning in AI/industrial growth. While ON exhibits higher short-term momentum from EV/AI catalysts, ADI's scale and cash buffer suggest a higher probability of sustained outperformance amid sector rotations.
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 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 ADI 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).
ADI’s FA Score shows that 2 FA rating(s) are green whileON’s FA Score has 2 green FA rating(s).
- ADI’s FA Score: 2 green, 3 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.
ADI’s TA Score shows that 3 TA indicator(s) are bullish while ON’s TA Score has 4 bullish TA indicator(s).
- ADI’s TA Score: 3 bullish, 5 bearish.
- ON’s TA Score: 4 bullish, 3 bearish.
Price Growth
ADI (@Semiconductors) experienced а +0.23% price change this week, while ON (@Semiconductors) price change was +9.60% for the same time period.
The average weekly price growth across all stocks in the @Semiconductors industry was +4.47%. For the same industry, the average monthly price growth was +39.39%, and the average quarterly price growth was +81.10%.
Reported Earning Dates
ADI is expected to report earnings on May 20, 2026.
ON is expected to report earnings on Aug 03, 2026.
Industries' Descriptions
@Semiconductors (+4.47% 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.
| ADI | ON | ADI / ON | |
| Capitalization | 204B | 44B | 464% |
| EBITDA | 5.53B | 1.52B | 364% |
| Gain YTD | 54.424 | 108.883 | 50% |
| P/E Ratio | 76.32 | 83.17 | 92% |
| Revenue | 11.8B | 6.06B | 195% |
| Total Cash | 4.05B | 2.4B | 168% |
| Total Debt | 8.68B | 3.01B | 289% |
ADI | ON | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 76 | 25 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 67 Overvalued | 71 Overvalued | |
PROFIT vs RISK RATING 1..100 | 8 | 50 | |
SMR RATING 1..100 | 77 | 78 | |
PRICE GROWTH RATING 1..100 | 7 | 2 | |
P/E GROWTH RATING 1..100 | 42 | 6 | |
SEASONALITY SCORE 1..100 | 50 | 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.
ADI's Valuation (67) in the Semiconductors industry is in the same range as ON (71). This means that ADI’s stock grew similarly to ON’s over the last 12 months.
ADI's Profit vs Risk Rating (8) in the Semiconductors industry is somewhat better than the same rating for ON (50). This means that ADI’s stock grew somewhat faster than ON’s over the last 12 months.
ADI's SMR Rating (77) in the Semiconductors industry is in the same range as ON (78). This means that ADI’s stock grew similarly to ON’s over the last 12 months.
ON's Price Growth Rating (2) in the Semiconductors industry is in the same range as ADI (7). This means that ON’s stock grew similarly to ADI’s over the last 12 months.
ON's P/E Growth Rating (6) in the Semiconductors industry is somewhat better than the same rating for ADI (42). This means that ON’s stock grew somewhat faster than ADI’s over the last 12 months.
| ADI | ON | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 52% | 2 days ago 67% |
| Stochastic ODDS (%) | 2 days ago 71% | N/A |
| Momentum ODDS (%) | N/A | N/A |
| MACD ODDS (%) | 2 days ago 62% | 2 days ago 80% |
| TrendWeek ODDS (%) | 2 days ago 61% | 2 days ago 76% |
| TrendMonth ODDS (%) | 2 days ago 60% | 2 days ago 77% |
| Advances ODDS (%) | 6 days ago 61% | 3 days ago 73% |
| Declines ODDS (%) | 2 days ago 55% | 19 days ago 77% |
| BollingerBands ODDS (%) | 2 days ago 51% | 2 days ago 81% |
| Aroon ODDS (%) | 2 days ago 56% | 2 days ago 76% |
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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 74% 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.