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ADI vs QCOM
Which Stock Would AI Choose? Analog Devices (ADI) vs. Qualcomm (QCOM) Stock Comparison
Key Takeaways
- ADI has delivered robust year-to-date gains of approximately 48-50%, significantly outpacing QCOM's roughly 10% rise, driven by strong industrial and data center demand.
- Recent monthly performance shows ADI up over 20-30%, reflecting consistent momentum amid semiconductor tailwinds, compared to QCOM's more volatile but improving trajectory boosted by AI deals and buybacks.
- ADI benefits from stable analog/mixed-signal exposure in industrial and automotive sectors, while QCOM leverages wireless licensing and diversification into AI and automotive.
- Both stocks exhibit strong one-year returns exceeding 100% for ADI and around 30% for QCOM, outperforming broader indices like the S&P 500.
- Valuation contrasts highlight QCOM's lower forward P/E ratio versus ADI's premium pricing tied to growth expectations.
Introduction
Analog Devices (ADI) and Qualcomm (QCOM) represent key players in the semiconductor sector, powering essential technologies from data centers and AI infrastructure to wireless communications and automotive systems. This stock comparison evaluates their relative performance, business models, and market positioning in the current environment, where AI-driven demand and sector rotations dominate. Traders seeking momentum in high-growth semis and investors eyeing long-term stability in analog versus wireless exposure will find these insights valuable for assessing trade-offs in volatility, growth drivers, and sentiment shifts.
ADI Overview and Recent Performance
Analog Devices (ADI), a global leader in analog, mixed-signal, and digital signal processing integrated circuits (ICs), bridges physical and digital worlds with solutions for industrial automation, automotive, communications, and consumer electronics. In recent market activity, ADI shares have surged, posting over 20% monthly gains and approaching 50% year-to-date, outpacing the S&P 500 and semiconductor peers. This momentum stems from robust fiscal Q1 2026 results, with revenue up 30% year-over-year to $3.16 billion and adjusted EPS (earnings per share) rising 51% to $2.46, fueled by record data center orders and industrial strength. Sentiment has been bolstered by an 11% quarterly dividend increase to $1.10 per share—marking 22 years of raises—and analyst upgrades ahead of May 2026 earnings, where EPS of $2.88 is projected. Trading near $400-405, ADI reflects optimism in its AI edge computing and power management leadership amid cyclical recovery.
QCOM Overview and Recent Performance
Qualcomm (QCOM), a pioneer in wireless technologies, designs semiconductors and software for mobile, IoT (Internet of Things), automotive, and AI applications, with key segments in chipsets (QCT) and technology licensing (QTL). Recent weeks have seen QCOM shares rally sharply, up over 40-45% monthly and around 10% year-to-date, driven by a $20 billion share buyback announcement and major hyperscaler AI deals. Daily gains exceeded 10% in some sessions, with shares trading near $185-190, outperforming the Nasdaq amid AI chip optimism. Quarterly earnings beats, strong profitability (gross margins ~55%), and diversification into edge AI and automotive have shifted sentiment positively, despite earlier pressures from mobile handset cycles. Elevated trading volumes underscore investor focus on QCOM's positioning in 5G, PCs, and next-gen computing.
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Head-to-Head Comparison
ADI and QCOM both thrive in semiconductors but contrast in focus: ADI's analog/mixed-signal ICs emphasize stable industrial (47% revenue) and automotive demand, while QCOM's fabless model blends wireless chipsets with high-margin licensing, exposing it to mobile volatility offset by AI and IoT growth. Recent momentum favors ADI's 30%+ monthly surge versus QCOM's catch-up rally, though both benefit from AI infrastructure. Growth drivers include ADI's 30% revenue and 112% EPS jumps against QCOM's steadier 5% uptick and buybacks. Risk factors highlight QCOM's higher debt-to-equity (64% vs. 26%) but superior ROE (21% vs. 8%), with ADI trading at a premium forward P/E (~34x vs. 14x). Sector exposure overlaps in data centers but diverges in autos/wireless; sentiment tilts to ADI's consistency amid rotations.
Tickeron AI Verdict
Tickeron’s AI currently favors ADI based on observable trend consistency, superior year-to-date and monthly momentum, earnings stability, and positioning in industrial/data center growth. While QCOM shows probabilistic upside from AI catalysts, buybacks, and lower valuation, ADI's relative strength and lower volatility suggest higher near-term outperformance potential in the semiconductor landscape.
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 StrongBuy and QCOM is a Buy.
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 whileQCOM’s FA Score has 4 green FA rating(s).
- ADI’s FA Score: 2 green, 3 red.
- QCOM’s FA Score: 4 green, 1 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 QCOM’s TA Score has 5 bullish TA indicator(s).
- ADI’s TA Score: 5 bullish, 4 bearish.
- QCOM’s TA Score: 5 bullish, 4 bearish.
Price Growth
ADI (@Semiconductors) experienced а +4.73% price change this week, while QCOM (@Semiconductors) price change was +23.77% for the same time period.
The average weekly price growth across all stocks in the @Semiconductors industry was +8.68%. For the same industry, the average monthly price growth was +46.13%, and the average quarterly price growth was +68.60%.
Reported Earning Dates
ADI is expected to report earnings on May 20, 2026.
QCOM is expected to report earnings on Aug 05, 2026.
Industries' Descriptions
@Semiconductors (+8.68% 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 | QCOM | ADI / QCOM | |
| Capitalization | 203B | 231B | 88% |
| EBITDA | 5.53B | 14B | 39% |
| Gain YTD | 54.065 | 28.908 | 187% |
| P/E Ratio | 76.15 | 23.56 | 323% |
| Revenue | 11.8B | 44.5B | 27% |
| Total Cash | 4.05B | 9.8B | 41% |
| Total Debt | 8.68B | 15.3B | 57% |
ADI | QCOM | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 71 | 30 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 67 Overvalued | 33 Fair valued | |
PROFIT vs RISK RATING 1..100 | 9 | 49 | |
SMR RATING 1..100 | 75 | 26 | |
PRICE GROWTH RATING 1..100 | 9 | 7 | |
P/E GROWTH RATING 1..100 | 36 | 16 | |
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.
QCOM's Valuation (33) in the Telecommunications Equipment industry is somewhat better than the same rating for ADI (67) in the Semiconductors industry. This means that QCOM’s stock grew somewhat faster than ADI’s over the last 12 months.
ADI's Profit vs Risk Rating (9) in the Semiconductors industry is somewhat better than the same rating for QCOM (49) in the Telecommunications Equipment industry. This means that ADI’s stock grew somewhat faster than QCOM’s over the last 12 months.
QCOM's SMR Rating (26) in the Telecommunications Equipment industry is somewhat better than the same rating for ADI (75) in the Semiconductors industry. This means that QCOM’s stock grew somewhat faster than ADI’s over the last 12 months.
QCOM's Price Growth Rating (7) in the Telecommunications Equipment industry is in the same range as ADI (9) in the Semiconductors industry. This means that QCOM’s stock grew similarly to ADI’s over the last 12 months.
QCOM's P/E Growth Rating (16) in the Telecommunications Equipment industry is in the same range as ADI (36) in the Semiconductors industry. This means that QCOM’s stock grew similarly to ADI’s over the last 12 months.
| ADI | QCOM | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 57% | 1 day ago 79% |
| Stochastic ODDS (%) | 1 day ago 64% | 1 day ago 65% |
| Momentum ODDS (%) | N/A | 1 day ago 67% |
| MACD ODDS (%) | 6 days ago 67% | N/A |
| TrendWeek ODDS (%) | 1 day ago 61% | 1 day ago 64% |
| TrendMonth ODDS (%) | 1 day ago 59% | 1 day ago 67% |
| Advances ODDS (%) | 4 days ago 61% | 1 day ago 64% |
| Declines ODDS (%) | 6 days ago 55% | 6 days ago 72% |
| BollingerBands ODDS (%) | 1 day ago 62% | 1 day ago 55% |
| Aroon ODDS (%) | 1 day ago 57% | 1 day ago 68% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SPYG | 117.56 | 1.44 | +1.24% |
| State Street SPDR Port S&P 500 Gr ETF | |||
| FFLV | 26.62 | 0.05 | +0.19% |
| Fidelity Fundamental Large Cap Value ETF | |||
| LDSF | 19.02 | N/A | +0.02% |
| First Trust Low Dur Strat Foc ETF | |||
| PBNV | 30.53 | N/A | N/A |
| PGIM S&P 500 Buffer 20 ETF - Nov | |||
| BUI | 27.42 | -0.23 | -0.83% |
| BlackRock Utilities Infrastructure & Power Opportunities Trust | |||
ADI and
Correlation & Price change
A.I.dvisor indicates that over the last year, ADI has been closely correlated with LRCX. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if ADI jumps, then LRCX could also see price increases.
| Ticker / NAME | Correlation To ADI | 1D Price Change % | ||
|---|---|---|---|---|
| ADI | 100% | +1.96% | ||
| LRCX - ADI | 79% Closely correlated | +2.63% | ||
| KLAC - ADI | 79% Closely correlated | +6.01% | ||
| ENTG - ADI | 78% Closely correlated | +0.98% | ||
| KLIC - ADI | 77% Closely correlated | +4.60% | ||
| MCHP - ADI | 75% Closely correlated | -2.45% | ||
More | ||||
QCOM and
Correlation & Price change
A.I.dvisor indicates that over the last year, QCOM has been closely correlated with LRCX. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if QCOM jumps, then LRCX could also see price increases.
| Ticker / NAME | Correlation To QCOM | 1D Price Change % | ||
|---|---|---|---|---|
| QCOM | 100% | +8.17% | ||
| LRCX - QCOM | 80% Closely correlated | +2.63% | ||
| KLAC - QCOM | 78% Closely correlated | +6.01% | ||
| AMKR - QCOM | 76% Closely correlated | +6.01% | ||
| AMAT - QCOM | 74% Closely correlated | +6.04% | ||
| KLIC - QCOM | 74% Closely correlated | +4.60% | ||
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