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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) delivered record fiscal third-quarter 2026 revenue of $4.02 billion, up approximately 40% year-over-year, driven by industrial, data center, and communications demand.
- ON Semiconductor (ON) reported second-quarter results that beat estimates, with management raising expectations for AI data center revenue to more than double in 2026.
- ADI recently announced the $1.35 billion acquisition of Alif Semiconductor to enhance AI-native edge processing capabilities.
- ON Semiconductor (ON) agreed to acquire Synaptics in a $7 billion all-stock deal expected to close in mid-2027, expanding its AI edge and connected compute offerings.
- ADI shares have shown relative resilience with a 1-year gain near 45-50%, while ON shares trade significantly below their 52-week high amid broader sector volatility.
- Both companies operate in the semiconductor sector with exposure to AI and industrial markets, though ADI maintains a broader analog and mixed-signal portfolio compared to ON’s focus on power and sensing solutions.
Introduction
Analog Devices (ADI) and ON Semiconductor (ON) represent two distinct approaches within the semiconductor industry, making them relevant for comparison by investors and traders seeking exposure to analog, power, and AI-related technologies. ADI specializes in high-performance analog and mixed-signal solutions serving industrial, automotive, communications, and consumer markets. ON Semiconductor (ON) focuses on intelligent power and sensing solutions with growing emphasis on electric vehicles, industrial automation, and AI data centers. This comparison highlights recent performance, strategic moves, and relative positioning, offering insights for those evaluating semiconductor stocks amid evolving market conditions and technological shifts.
ADI Overview and Recent Performance
Analog Devices (ADI) is a global leader in analog and mixed-signal semiconductors, with operations spanning industrial, automotive, communications, and consumer segments. In recent market activity, the company reported strong fiscal third-quarter 2026 results, including revenue of $4.02 billion (up about 40% year-over-year) and adjusted earnings per share of $3.45, both exceeding consensus estimates. Management provided upbeat guidance for the fourth quarter, projecting record revenue around $4.3 billion. Recent developments include the acquisition of Alif Semiconductor for $1.35 billion to bolster AI-native processing platforms. Stock performance has reflected these catalysts, with shares trading near $375 amid positive sentiment from AI and industrial demand, though subject to broader market fluctuations in recent weeks.
ON Overview and Recent Performance
ON Semiconductor (ON) provides intelligent power and sensing solutions primarily for automotive, industrial, and AI data center applications. The company beat second-quarter 2026 estimates, with revenue growth supported by improving utilization rates and expanding gross margins. Management has highlighted accelerating AI data center demand, now expecting revenue in that segment to more than double in 2026. Key strategic moves include the announced $7 billion all-stock acquisition of Synaptics, targeted to close in mid-2027, alongside the introduction of an Embedded Power Platform for enhanced integration in AI and electrification markets. Shares have experienced notable volatility, trading around $70 after declines from 52-week highs, influenced by sector rotation and macroeconomic factors in recent market activity.
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Head-to-Head Comparison
Analog Devices (ADI) operates a diversified business model across high-performance analog semiconductors, benefiting from broad exposure to industrial and data center end markets. In contrast, ON Semiconductor (ON) maintains a more concentrated focus on power management and sensing, with increasing emphasis on electric vehicle and AI infrastructure applications. Recent momentum favors ADI following its record earnings beat and acquisition news, while ON has demonstrated improving operational metrics and raised AI revenue targets but faces greater share price pressure from sector headwinds. Risk factors for ADI include integration of acquisitions and margin sustainability at elevated levels, whereas ON contends with utilization variability and execution on its larger pending deal. Sector exposure overlaps in AI and industrial areas, yet ADI’s scale and product breadth provide different stability characteristics compared to ON’s targeted growth platforms. Market sentiment reflects these contrasts, with both stocks sensitive to semiconductor cycle dynamics.
Tickeron AI Verdict
Based on observable factors including trend consistency in earnings delivery, acquisition catalysts, and relative positioning within AI-driven segments, Tickeron’s AI models currently assign a probabilistic edge to Analog Devices (ADI) over ON Semiconductor (ON). ADI’s recent record results and guidance provide stronger near-term visibility, while both companies pursue complementary AI expansions. Outcomes remain subject to market conditions and execution risks.
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 LimitationsTo 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 StrongBuy.
ADI | ON | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 57 Fair valued | 52 Fair valued | |
PROFIT vs RISK RATING 1..100 | 12 | 74 | |
SMR RATING 1..100 | 63 | 76 | |
PRICE GROWTH RATING 1..100 | 17 | 43 | |
P/E GROWTH RATING 1..100 | 70 | 34 | |
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 (52) in the Semiconductors industry is in the same range as ADI (57). This means that ON’s stock grew similarly to ADI’s over the last 12 months.
ADI's Profit vs Risk Rating (12) in the Semiconductors industry is somewhat better than the same rating for ON (74). This means that ADI’s stock grew somewhat faster than ON’s over the last 12 months.
ADI's SMR Rating (63) in the Semiconductors industry is in the same range as ON (76). This means that ADI’s stock grew similarly to ON’s over the last 12 months.
ADI's Price Growth Rating (17) in the Semiconductors industry is in the same range as ON (43). This means that ADI’s stock grew similarly to ON’s over the last 12 months.
ON's P/E Growth Rating (34) in the Semiconductors industry is somewhat better than the same rating for ADI (70). This means that ON’s stock grew somewhat faster than ADI’s over the last 12 months.
| ADI | ON | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 50% | 2 days ago 76% |
| Stochastic ODDS (%) | 2 days ago 58% | 2 days ago 77% |
| Momentum ODDS (%) | 2 days ago 64% | 2 days ago 71% |
| MACD ODDS (%) | 2 days ago 69% | N/A |
| TrendWeek ODDS (%) | 2 days ago 62% | 2 days ago 77% |
| TrendMonth ODDS (%) | 2 days ago 60% | 2 days ago 78% |
| Advances ODDS (%) | 5 days ago 63% | 5 days ago 75% |
| Declines ODDS (%) | 3 days ago 57% | 2 days ago 78% |
| BollingerBands ODDS (%) | 2 days ago 64% | 2 days ago 81% |
| Aroon ODDS (%) | 2 days ago 59% | 2 days ago 61% |
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 overvalued. 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 while ON’s FA Score has 0 green FA rating(s).
- ADI’s FA Score: 2 green, 3 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 6 TA indicator(s) are bullish while ON’s TA Score has 4 bullish TA indicator(s).
- ADI’s TA Score: 6 bullish, 4 bearish.
- ON’s TA Score: 4 bullish, 5 bearish.
Price Growth
ADI (@Semiconductors) experienced а -2.63% price change this week, while ON (@Semiconductors) price change was -8.67% for the same time period.
The average weekly price growth across all stocks in the @Semiconductors industry was -7.09%. For the same industry, the average monthly price growth was +2.52%, and the average quarterly price growth was +38.59%.
Reported Earning Dates
ADI is expected to report earnings on Dec 01, 2026.
ON is expected to report earnings on Nov 02, 2026.
Industries' Descriptions
@Semiconductors (-7.09% 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.
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