Advertisement
NXPI vs ON
Which Stock Would AI Choose? NXP Semiconductors (NXPI) vs. ON Semiconductor (ON) Stock Comparison
Key Takeaways
- NXP Semiconductors reported Q2 2026 revenue of $3.5 billion, reflecting 19% year-over-year growth driven by software-defined vehicles and physical AI applications.
- ON Semiconductor is scheduled to release Q2 2026 earnings on August 3, 2026, with analysts expecting revenue of approximately $1.59 billion amid sector-wide volatility.
- Both companies operate in the semiconductor industry but differ in focus: NXPI emphasizes automotive and connectivity solutions, while ON targets power management and silicon carbide technologies for electric vehicles and industrial uses.
- Recent market activity shows semiconductor stocks facing pressure, with NXPI trading near $229 and ON near $82 as of late July 2026, influenced by broader tech sector movements.
- NXPI demonstrated stronger sequential revenue growth in its latest quarter compared to ON's pre-earnings positioning.
- Relative performance highlights trade-offs between NXPI's diversified end-market exposure and ON's specialized growth in high-power applications.
Introduction
This comparison examines NXP Semiconductors (NXPI) and ON Semiconductor (ON), two established players in the semiconductor sector. Both companies supply critical components to automotive, industrial, and consumer markets, making them relevant for investors tracking technology supply chains and AI-related demand. Traders and portfolio managers evaluating relative performance, sector positioning, and earnings momentum may find this analysis useful for assessing diversification opportunities within the chip industry. The review draws on recent financial results and market data to highlight observable differences in business models and stock behavior without projecting future outcomes.
NXPI Overview and Recent Performance
NXP Semiconductors develops automotive, industrial, and Internet of Things solutions, with particular strength in microcontrollers, connectivity, and security products. In the second quarter of 2026, the company reported revenue of $3.5 billion, an increase of 19% from the prior year and 10% sequentially, with gains across all end markets and regions. Management attributed the results to company-specific drivers in software-defined vehicles and physical AI, alongside emerging data center opportunities. The stock has experienced volatility amid broader semiconductor sector movements in recent weeks, trading around $229 following a period of mixed daily performance that at times outpaced or lagged the S&P 500. Analyst sentiment remains generally positive, supported by the company's margin profile and end-market diversification.
ON Overview and Recent Performance
ON Semiconductor, also known as onsemi, specializes in intelligent power and sensing technologies, including silicon carbide products used in electric vehicles, renewable energy, and industrial automation. The company is set to report second-quarter 2026 results on August 3, 2026, with consensus estimates pointing to revenue near $1.59 billion. Recent trading activity reflects sector pressures, with the stock hovering around $82 amid pre-earnings caution and wider technology market fluctuations in recent weeks. ON's positioning centers on high-growth areas such as power efficiency for AI infrastructure and automotive electrification, though it has faced share price variability tied to macroeconomic and industry sentiment shifts. The company's focus on specific verticals provides a contrast to more broadly diversified semiconductor peers.
Trending AI Robots
Tickeron maintains a curated section called Trending AI Robots that highlights select AI trading bots from a larger pool of hundreds available across the platform. These bots are chosen for their alignment with prevailing market conditions among the total set of offerings. Available statistics for the robots include metrics such as annualized returns reaching up to 241% in certain cases, alongside win rates in the 70-80% range for top performers, though individual results vary significantly by strategy, timeframe, and ticker set. The robots encompass diverse approaches, including different trading styles, holding periods, and performance profiles tailored to thousands of securities. Users interested in exploring these options can review detailed statistics and backtested outcomes on the platform.
Head-to-Head Comparison
NXP Semiconductors and ON Semiconductor both participate in the semiconductor supply chain but pursue distinct strategies. NXPI maintains broader exposure across automotive processing, connectivity, and emerging data center applications, contributing to more consistent sequential revenue growth in its most recent quarter. ON, by contrast, concentrates on power management and silicon carbide solutions, positioning it for demand in electric vehicle powertrains and energy-efficient AI systems, though this narrower focus can amplify sensitivity to specific end-market cycles. In terms of recent momentum, NXPI's reported results provided clearer evidence of broad-based expansion, while ON's upcoming earnings release leaves its near-term trajectory dependent on execution and guidance. Risk factors differ as well: NXPI benefits from geographic and product diversification, whereas ON carries higher concentration in power technologies that may respond differently to supply chain or regulatory developments. Market sentiment for both has been shaped by sector-wide movements in recent weeks, with neither displaying uniform outperformance relative to peers.
Tickeron AI Verdict
Based on observable factors such as earnings delivery, end-market breadth, and trend consistency in recent market activity, Tickeron’s AI models would currently assign a higher probabilistic preference to NXPI over ON. The company's demonstrated sequential revenue growth and positioning across multiple high-visibility applications provide a more stable foundation for trend continuation compared to ON's pre-earnings positioning. This assessment remains probabilistic and tied to current data patterns rather than guarantees of future results.
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 NXPI is a StrongBuy and ON 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).
NXPI’s FA Score shows that 1 FA rating(s) are green whileON’s FA Score has 1 green FA rating(s).
- NXPI’s FA Score: 1 green, 4 red.
- ON’s FA Score: 1 green, 4 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.
NXPI’s TA Score shows that 4 TA indicator(s) are bullish while ON’s TA Score has 4 bullish TA indicator(s).
- NXPI’s TA Score: 4 bullish, 3 bearish.
- ON’s TA Score: 4 bullish, 3 bearish.
Price Growth
NXPI (@Semiconductors) experienced а -0.51% price change this week, while ON (@Semiconductors) price change was +0.41% for the same time period.
The average weekly price growth across all stocks in the @Semiconductors industry was -1.30%. For the same industry, the average monthly price growth was -8.00%, and the average quarterly price growth was +44.09%.
Reported Earning Dates
NXPI is expected to report earnings on Oct 27, 2026.
ON is expected to report earnings on Nov 02, 2026.
Industries' Descriptions
@Semiconductors (-1.30% 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.
| NXPI | ON | NXPI / ON | |
| Capitalization | 59.6B | 31.6B | 189% |
| EBITDA | 5.06B | 1.52B | 334% |
| Gain YTD | 9.837 | 49.788 | 20% |
| P/E Ratio | 47.05 | 53.01 | 89% |
| Revenue | 13.2B | 6.06B | 218% |
| Total Cash | 2.86B | 2.4B | 119% |
| Total Debt | 11B | 3.01B | 366% |
NXPI | ON | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 57 | 63 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 56 Fair valued | 56 Fair valued | |
PROFIT vs RISK RATING 1..100 | 77 | 67 | |
SMR RATING 1..100 | 36 | 80 | |
PRICE GROWTH RATING 1..100 | 64 | 59 | |
P/E GROWTH RATING 1..100 | 9 | 33 | |
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.
NXPI's Valuation (56) in the Semiconductors industry is in the same range as ON (56). This means that NXPI’s stock grew similarly to ON’s over the last 12 months.
ON's Profit vs Risk Rating (67) in the Semiconductors industry is in the same range as NXPI (77). This means that ON’s stock grew similarly to NXPI’s over the last 12 months.
NXPI's SMR Rating (36) in the Semiconductors industry is somewhat better than the same rating for ON (80). This means that NXPI’s stock grew somewhat faster than ON’s over the last 12 months.
ON's Price Growth Rating (59) in the Semiconductors industry is in the same range as NXPI (64). This means that ON’s stock grew similarly to NXPI’s over the last 12 months.
NXPI's P/E Growth Rating (9) in the Semiconductors industry is in the same range as ON (33). This means that NXPI’s stock grew similarly to ON’s over the last 12 months.
| NXPI | ON | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 88% | N/A |
| Stochastic ODDS (%) | 1 day ago 65% | 1 day ago 83% |
| Momentum ODDS (%) | 1 day ago 77% | 1 day ago 84% |
| MACD ODDS (%) | N/A | 1 day ago 78% |
| TrendWeek ODDS (%) | 1 day ago 71% | 1 day ago 78% |
| TrendMonth ODDS (%) | 1 day ago 69% | 1 day ago 75% |
| Advances ODDS (%) | 5 days ago 64% | 5 days ago 75% |
| Declines ODDS (%) | 9 days ago 66% | 9 days ago 76% |
| BollingerBands ODDS (%) | 1 day ago 85% | 1 day ago 77% |
| Aroon ODDS (%) | 1 day ago 65% | 1 day ago 68% |
Advertisement
NXPI and
Correlation & Price change
A.I.dvisor indicates that over the last year, NXPI has been closely correlated with ENTG. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if NXPI jumps, then ENTG could also see price increases.
| Ticker / NAME | Correlation To NXPI | 1D Price Change % | ||
|---|---|---|---|---|
| NXPI | 100% | +1.26% | ||
| ENTG - NXPI | 78% Closely correlated | +4.16% | ||
| MCHPP - NXPI | 78% Closely correlated | -0.57% | ||
| MCHP - NXPI | 78% Closely correlated | -0.45% | ||
| LRCX - NXPI | 77% Closely correlated | +1.64% | ||
| KLAC - NXPI | 76% Closely correlated | +4.01% | ||
More | ||||
ON and
Correlation & Price change
A.I.dvisor indicates that over the last year, ON has been closely correlated with ADI. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if ON jumps, then ADI could also see price increases.