Advertisement
ADI vs TXN
Which Stock Would AI Choose? Analog Devices (ADI) vs. Texas Instruments (TXN) Stock Comparison
Key Takeaways
- ADI and TXN are leading analog semiconductor companies benefiting from demand in industrial, automotive, and data center markets amid AI infrastructure expansion.
- Recent quarterly results showed strong year-over-year revenue growth for both, with ADI reporting a record quarter and TXN highlighting broad-based recovery and a dividend increase.
- ADI completed or announced acquisitions to enhance its AI and power management capabilities, while TXN emphasized consistent shareholder returns through dividend growth.
- Year-to-date performance has favored TXN in percentage terms, though ADI has demonstrated higher sequential growth in select segments.
- Both stocks exhibit sensitivity to semiconductor cycle dynamics, with valuation multiples reflecting growth expectations in analog and mixed-signal technologies.
- Market sentiment remains constructive for the sector, supported by observable demand signals in AI-related applications.
Introduction
Analog Devices (ADI) and Texas Instruments (TXN) represent two prominent players in the analog and mixed-signal semiconductor space. Investors and traders often compare these stocks due to their overlapping exposure to industrial automation, automotive electronics, communications infrastructure, and emerging data center opportunities tied to artificial intelligence. This analysis provides a factual overview of their business profiles, recent performance trends, and relative positioning in the current market environment. It is relevant for those evaluating sector peers for portfolio allocation, momentum assessment, or diversification within technology equities, based on verifiable financial metrics and developments.
ADI Overview and Recent Performance
Analog Devices designs and manufactures analog, mixed-signal, and digital signal processing integrated circuits used across industrial, automotive, communications, and consumer applications. In recent market activity, the company reported record revenue in its fiscal third quarter, driven by growth in industrial and data center segments. Sentiment has been supported by expansion in AI-related optical and power solutions, alongside new product introductions in automotive audio processing. Broader performance over recent weeks reflects resilience amid sector volatility, with contributions from acquisitions aimed at bolstering capabilities in physical intelligence and power management. Relative positioning benefits from high gross margins and free cash flow generation, though the stock has experienced fluctuations consistent with broader semiconductor indices.
TXN Overview and Recent Performance
Texas Instruments focuses on analog chips and embedded processors serving industrial, automotive, communications, and personal electronics markets. Recent market activity highlighted continued demand recovery, with notable strength in industrial and data center areas. The company announced a dividend increase, marking an extended streak of consecutive raises, which contributed to positive sentiment. Performance in recent quarters demonstrated year-over-year revenue expansion and margin improvement amid stabilizing end-market conditions. Broader positioning emphasizes scale in manufacturing and consistent capital returns to shareholders, with the stock showing resilience in line with analog semiconductor peers during periods of improving visibility.
Trending AI Robots
Tickeron’s Trending AI Robots page curates a selection of high-performing AI trading bots from a much larger library of hundreds available across thousands of tickers. Only those demonstrating strong suitability for prevailing market conditions, based on backtested statistics, win rates, and risk metrics, appear in the trending section. Available bots span diverse trading styles, strategies, timeframes, and performance profiles, allowing users to explore options aligned with specific objectives such as short-term momentum or longer-term trend following. Ranges of historical metrics often include varying profitability and drawdown figures depending on the bot’s parameters and the tickers it targets. This resource offers traders a data-driven starting point for evaluating automated strategies in dynamic markets.
Head-to-Head Comparison
In business models, both ADI and TXN emphasize analog semiconductors, yet ADI has pursued targeted acquisitions to integrate AI-native processing and expand its total addressable market, while TXN maintains a larger manufacturing footprint and focus on embedded processing. Growth drivers overlap in industrial and data center demand, though ADI has shown pronounced sequential gains in communications tied to AI infrastructure. Recent momentum reflects stronger percentage year-to-date gains for TXN alongside its dividend policy, contrasted with ADI’s catalyst from corporate development activity. Risk factors include cyclical exposure for both, with TXN carrying a higher dividend payout ratio and ADI exhibiting elevated valuation multiples relative to peers. Sector exposure remains comparable within information technology, while market sentiment favors stability at TXN versus expansion at ADI.
Tickeron AI Verdict
Based on observable factors including recent acquisition-driven catalysts at ADI and consistent demand signals across end markets, Tickeron’s AI would currently assign a modestly higher probabilistic weighting to ADI for potential relative outperformance in the near term. Trend consistency in growth segments and positioning for AI infrastructure expansion support this assessment, though TXN offers notable stability through dividend policy and scale. Actual outcomes depend on broader market conditions and execution.
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 TXN is a Buy.
ADI | TXN | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 44 | 37 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 56 Fair valued | 65 Fair valued | |
PROFIT vs RISK RATING 1..100 | 13 | 34 | |
SMR RATING 1..100 | 64 | 29 | |
PRICE GROWTH RATING 1..100 | 42 | 41 | |
P/E GROWTH RATING 1..100 | 78 | 22 | |
SEASONALITY SCORE 1..100 | 75 | 90 |
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 (56) in the Semiconductors industry is in the same range as TXN (65). This means that ADI’s stock grew similarly to TXN’s over the last 12 months.
ADI's Profit vs Risk Rating (13) in the Semiconductors industry is in the same range as TXN (34). This means that ADI’s stock grew similarly to TXN’s over the last 12 months.
TXN's SMR Rating (29) in the Semiconductors industry is somewhat better than the same rating for ADI (64). This means that TXN’s stock grew somewhat faster than ADI’s over the last 12 months.
TXN's Price Growth Rating (41) in the Semiconductors industry is in the same range as ADI (42). This means that TXN’s stock grew similarly to ADI’s over the last 12 months.
TXN's P/E Growth Rating (22) in the Semiconductors industry is somewhat better than the same rating for ADI (78). This means that TXN’s stock grew somewhat faster than ADI’s over the last 12 months.
| ADI | TXN | |
|---|---|---|
| RSI ODDS (%) | N/A | N/A |
| Stochastic ODDS (%) | 2 days ago 72% | 2 days ago 58% |
| Momentum ODDS (%) | 2 days ago 67% | 2 days ago 61% |
| MACD ODDS (%) | 2 days ago 69% | 2 days ago 52% |
| TrendWeek ODDS (%) | 2 days ago 63% | 2 days ago 63% |
| TrendMonth ODDS (%) | 2 days ago 61% | 2 days ago 58% |
| Advances ODDS (%) | 2 days ago 62% | 2 days ago 60% |
| Declines ODDS (%) | N/A | 7 days ago 60% |
| BollingerBands ODDS (%) | 2 days ago 55% | 2 days ago 69% |
| Aroon ODDS (%) | 2 days ago 56% | 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 1 FA rating(s) are green while TXN’s FA Score has 2 green FA rating(s).
- ADI’s FA Score: 1 green, 4 red.
- TXN’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 4 TA indicator(s) are bullish while TXN’s TA Score has 3 bullish TA indicator(s).
- ADI’s TA Score: 4 bullish, 3 bearish.
- TXN’s TA Score: 3 bullish, 4 bearish.
Price Growth
ADI (@Semiconductors) experienced а +8.03% price change this week, while TXN (@Semiconductors) price change was +3.03% for the same time period.
The average weekly price growth across all stocks in the @Semiconductors industry was +10.41%. For the same industry, the average monthly price growth was +8.40%, and the average quarterly price growth was +61.79%.
Reported Earning Dates
ADI is expected to report earnings on Dec 01, 2026.
TXN is expected to report earnings on Oct 27, 2026.
Industries' Descriptions
@Semiconductors (+10.41% 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.
Advertisement
ADI and
Correlation & Price change
A.I.dvisor indicates that over the last year, ADI has been closely correlated with TXN. These tickers have moved in lockstep 82% of the time. This A.I.-generated data suggests there is a high statistical probability that if ADI jumps, then TXN could also see price increases.
| Ticker / NAME | Correlation To ADI | 1D Price Change % | ||
|---|---|---|---|---|
| ADI | 100% | +1.92% | ||
| TXN - ADI | 82% Closely correlated | +0.20% | ||
| MCHPP - ADI | 81% Closely correlated | +0.51% | ||
| MCHP - ADI | 81% Closely correlated | +1.39% | ||
| LRCX - ADI | 79% Closely correlated | +2.87% | ||
| KLAC - ADI | 79% Closely correlated | +2.36% | ||
More | ||||
TXN and
Correlation & Price change
A.I.dvisor indicates that over the last year, TXN has been closely correlated with ADI. These tickers have moved in lockstep 82% of the time. This A.I.-generated data suggests there is a high statistical probability that if TXN jumps, then ADI could also see price increases.
| Ticker / NAME | Correlation To TXN | 1D Price Change % | ||
|---|---|---|---|---|
| TXN | 100% | +0.45% | ||
| ADI - TXN | 82% Closely correlated | -1.32% | ||
| MCHPP - TXN | 82% Closely correlated | +0.02% | ||
| MCHP - TXN | 80% Closely correlated | -0.38% | ||
| ON - TXN | 75% Closely correlated | +0.68% | ||
| NXPI - TXN | 71% Closely correlated | -0.90% | ||
More | ||||