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ADI vs ON
Which Stock Would AI Choose? Analog Devices (ADI) vs. ON Semiconductor (ON) Stock Comparison
Key Takeaways
- Analog Devices (ADI) reported record fiscal Q2 2026 revenue of $3.62 billion, up 37% year-over-year, with diluted EPS rising 111% to $2.40.
- ON Semiconductor (ON) is scheduled to report Q2 2026 results with analyst expectations of $1.59 billion in revenue and $0.72 EPS, reflecting approximately 36% year-over-year growth.
- Over recent weeks, ADI shares experienced a pullback of roughly 13% amid broader market activity, while ON shares declined more sharply, down over 13% in the past month amid sector pressures.
- Both companies operate in the semiconductor sector, with ADI emphasizing high-performance analog and mixed-signal solutions and ON focusing on power management and silicon carbide (SiC) technologies.
- Year-to-date, ADI has outperformed with gains near 36%, compared to more modest or volatile movement for ON amid pre-earnings sentiment.
- Market positioning highlights trade-offs in growth drivers, with ADI benefiting from AI and automation demand while ON faces scrutiny over SiC expansion and automotive exposure.
Introduction
This comparison examines Analog Devices (ADI) and ON Semiconductor (ON), two established players in the semiconductor industry. Both stocks attract attention from investors and traders seeking exposure to analog, power, and mixed-signal technologies amid evolving demand in automation, electric vehicles, and data infrastructure. The analysis focuses on recent performance, business fundamentals, and market dynamics to provide a factual basis for evaluating relative positioning in the current environment.
ADI Overview and Recent Performance
Analog Devices (ADI) designs and manufactures high-performance analog, mixed-signal, and digital signal processing integrated circuits. Recent market activity shows the stock trading near $367 following fiscal Q2 2026 results that exceeded expectations, driven by demand in industrial automation and artificial intelligence applications. Over recent weeks, shares pulled back from prior highs amid sector-wide adjustments, yet year-to-date returns remain positive at approximately 36%. Investor sentiment has been supported by strong gross margins above 67% and consistent dividend growth, including an 11% increase announced earlier in the year.
ON Overview and Recent Performance
ON Semiconductor (ON), operating as onsemi, specializes in power and analog semiconductors, including silicon carbide solutions for automotive and industrial uses. The company is set to release Q2 2026 earnings with projected revenue of $1.59 billion and EPS of $0.72, indicating solid year-over-year expansion. Recent market activity reflects pressure on the shares, with declines exceeding 13% over the past month amid broader semiconductor volatility and pre-earnings positioning. Year-to-date performance has been more tempered compared to peers, influenced by expansion initiatives in SiC technology and exposure to cyclical end markets.
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Head-to-Head Comparison
Analog Devices (ADI) and ON Semiconductor (ON) differ in core business emphasis, with ADI centered on precision analog and mixed-signal components suited for high-accuracy applications, while ON prioritizes power semiconductors and SiC devices for energy-efficient systems. Recent momentum favors ADI following its robust earnings report, whereas ON contends with pre-earnings caution and sector headwinds. Risk factors include ADI’s valuation multiples and ON’s reliance on automotive and industrial cycles. Sector exposure overlaps in semiconductors, yet ADI shows broader AI-related tailwinds and ON maintains targeted strength in power management. Market sentiment reflects ADI’s earnings visibility contrasted with ON’s expansion-related uncertainties.
Tickeron AI Verdict
Based on observable factors such as earnings consistency, trend stability, and relative positioning, Tickeron’s AI models may currently assign a probabilistic edge to Analog Devices (ADI) over ON Semiconductor (ON). Stronger recent revenue growth and margin expansion provide clearer catalysts for ADI, though both stocks remain subject to sector volatility and macroeconomic influences.
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.
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 Buy 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 1 FA rating(s) are green whileON’s FA Score has 0 green FA rating(s).
- ADI’s FA Score: 1 green, 4 red.
- ON’s FA Score: 0 green, 5 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 5 TA indicator(s) are bullish while ON’s TA Score has 3 bullish TA indicator(s).
- ADI’s TA Score: 5 bullish, 4 bearish.
- ON’s TA Score: 3 bullish, 5 bearish.
Price Growth
ADI (@Semiconductors) experienced а +3.95% price change this week, while ON (@Semiconductors) price change was -4.28% for the same time period.
The average weekly price growth across all stocks in the @Semiconductors industry was +14.46%. For the same industry, the average monthly price growth was -10.24%, and the average quarterly price growth was +41.36%.
Reported Earning Dates
ADI is expected to report earnings on Aug 19, 2026.
ON is expected to report earnings on Nov 02, 2026.
Industries' Descriptions
@Semiconductors (+14.46% 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 | 185B | 19.2B | 964% |
| EBITDA | 6.23B | 1.52B | 410% |
| Gain YTD | 41.049 | 49.178 | 83% |
| P/E Ratio | 56.59 | 52.80 | 107% |
| Revenue | 12.7B | 6.06B | 209% |
| Total Cash | 3.44B | 2.4B | 143% |
| Total Debt | 8.69B | 3.01B | 289% |
ADI | ON | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 74 | 70 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 58 Fair valued | 51 Fair valued | |
PROFIT vs RISK RATING 1..100 | 16 | 67 | |
SMR RATING 1..100 | 74 | 80 | |
PRICE GROWTH RATING 1..100 | 48 | 55 | |
P/E GROWTH RATING 1..100 | 59 | 35 | |
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.
ON's Valuation (51) in the Semiconductors industry is in the same range as ADI (58). This means that ON’s stock grew similarly to ADI’s over the last 12 months.
ADI's Profit vs Risk Rating (16) in the Semiconductors industry is somewhat better than the same rating for ON (67). This means that ADI’s stock grew somewhat faster than ON’s over the last 12 months.
ADI's SMR Rating (74) in the Semiconductors industry is in the same range as ON (80). This means that ADI’s stock grew similarly to ON’s over the last 12 months.
ADI's Price Growth Rating (48) in the Semiconductors industry is in the same range as ON (55). This means that ADI’s stock grew similarly to ON’s over the last 12 months.
ON's P/E Growth Rating (35) in the Semiconductors industry is in the same range as ADI (59). This means that ON’s stock grew similarly to ADI’s over the last 12 months.
| ADI | ON | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 73% | N/A |
| Stochastic ODDS (%) | 2 days ago 63% | 2 days ago 82% |
| Momentum ODDS (%) | 2 days ago 58% | 2 days ago 84% |
| MACD ODDS (%) | 2 days ago 62% | 2 days ago 80% |
| TrendWeek ODDS (%) | 2 days ago 63% | 2 days ago 75% |
| TrendMonth ODDS (%) | 2 days ago 61% | 2 days ago 75% |
| Advances ODDS (%) | 6 days ago 62% | 15 days ago 75% |
| Declines ODDS (%) | 8 days ago 54% | 3 days ago 76% |
| BollingerBands ODDS (%) | 2 days ago 82% | 2 days ago 85% |
| Aroon ODDS (%) | 2 days ago 66% | 2 days ago 65% |
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ADI and
Correlation & Price change
A.I.dvisor indicates that over the last year, ADI has been closely correlated with MCHP. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if ADI jumps, then MCHP could also see price increases.
| Ticker / NAME | Correlation To ADI | 1D Price Change % | ||
|---|---|---|---|---|
| ADI | 100% | +5.09% | ||
| MCHP - ADI | 80% Closely correlated | +7.25% | ||
| TXN - ADI | 80% Closely correlated | +5.42% | ||
| MCHPP - ADI | 79% Closely correlated | +6.54% | ||
| LRCX - ADI | 79% Closely correlated | +7.85% | ||
| KLAC - ADI | 79% Closely correlated | +6.95% | ||
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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 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.