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ON vs TXN
Which Stock Would AI Choose? ON Semiconductor (ON) vs. Texas Instruments (TXN) Stock Comparison
Key Takeaways
- ON Semiconductor is a power and sensing specialist riding AI data center and silicon carbide (SiC) momentum, but shares remain well below their recent 52-week high after a volatile stretch.
- Texas Instruments is a diversified analog and embedded-processing giant showing broad-based revenue growth across industrial, automotive, and data center markets with superior trend stability.
- On relative performance, TXN has outpaced ON over recent quarters, supported by stronger earnings revisions, rising margins, and consistent free cash flow (cash a company generates after capital spending).
- Tickeron AI Verdict: TXN currently presents a more consistent trend, more stable earnings trajectory, and broader demand base than ON.
- For additional context on each name, explore ON Major News, ON Today's Price Move, TXN Major News, and TXN Today's Price Move.
- To see how automated strategies are positioning across the market, explore Trending AI Robots.
Introduction
Both ON and TXN operate at the center of the semiconductor recovery, yet they occupy different lanes within the industry. ON Semiconductor is a focused power-management and sensing specialist with heavy exposure to electric vehicles (EVs) and AI data centers, while Texas Instruments is a diversified analog and embedded-processing leader serving thousands of customers across industrial, automotive, and communications markets. This stock comparison is relevant for traders and investors evaluating how two semiconductor names with contrasting risk profiles, growth drivers, and valuation levels are positioned in the current environment. Understanding their relative performance and market positioning can clarify which name better fits a given portfolio approach.
ON Overview and Recent Performance
ON Semiconductor Corporation designs intelligent power and sensing solutions used in automotive, industrial, and AI infrastructure applications. In recent weeks, ON has been rebuilding momentum around its AI data center franchise, where management has raised its outlook and now expects AI data center revenue to more than double in 2026. The company is also a leader in silicon carbide (SiC) power devices, a key technology for higher-voltage EV architectures, and has announced strategic moves including an all-cash agreement to acquire Synaptics and reported talks to acquire chip startup Ferric.
Despite these catalysts, the stock has been volatile. After rallying sharply earlier in the year, ON has pulled back and now trades well below its 52-week high, reflecting sector-wide repricing as investors reassessed AI infrastructure spending. Recent quarterly results showed revenue and earnings growth, but valuation remains elevated relative to a still-recovering demand environment, contributing to the choppier recent market activity.
TXN Overview and Recent Performance
Texas Instruments Incorporated is one of the world's largest analog semiconductor makers, with a broad embedded-processing portfolio spanning industrial equipment, automotive systems, and data center infrastructure. In its most recent quarter, TXN reported revenue and earnings well above the prior year, driven by growth across multiple end markets. Data center revenue nearly doubled year over year, industrial sales rose sharply and surpassed their prior peak, and automotive demand strengthened in China and the United States.
The company's shares have been among the sector's stronger performers, rising substantially year to date and trading near their 52-week high. Supporting this has been consistent free cash flow generation, a growing dividend, and a strategy to manufacture more than 95% of its wafers internally by 2030. While the stock carries a premium valuation, its broader demand base and stronger earnings revisions have reinforced investor confidence through recent weeks.
Trending AI Robots
Tickeron maintains a library of hundreds of AI trading bots that collectively monitor and trade thousands of different tickers, each built around distinct strategies, timeframes, and risk parameters. Because no single bot is suited to every market regime, Tickeron curates a Trending AI Robots section that highlights the bots best aligned with current market conditions. These featured robots span a range of trading styles and performance statistics, giving users a practical way to evaluate automated approaches without sorting through the full catalog. Exploring the page can help traders see how algorithmic strategies are currently positioned across names like ON and TXN.
Head-to-Head Comparison
The two companies diverge most clearly in business breadth and risk profile. ON is a higher-beta, more concentrated play on power semiconductors, silicon carbide, and AI power management, offering potentially greater torque to a cyclical upswing but with more sensitivity to EV and AI demand swings. TXN offers diversification across industrial, automotive, and data center markets, a steadier margin profile, and a meaningful dividend, at the cost of a higher forward valuation.
On recent momentum, TXN has demonstrated more consistent upward trend behavior and stronger relative performance, while ON has been more volatile and remains further below its highs. Risk factors differ as well: ON faces concentrated exposure to a handful of growth end markets, whereas TXN's scale and internal manufacturing capacity provide supply-chain control but require substantial capital expenditure. Sector exposure is shared, but market sentiment has favored the broader, cash-generative franchise in recent weeks.
Tickeron AI Verdict
Based on observable factors such as trend consistency, earnings stability, demand breadth, and relative positioning, Tickeron's AI would currently lean toward TXN over ON. Texas Instruments has shown a more persistent uptrend, stronger estimate revisions, and growth distributed across multiple end markets, whereas ON's recovery, while promising, has been more volatile and concentrated. This probabilistic assessment reflects current conditions rather than a definitive prediction, and the relative picture could shift as new catalysts and earnings data emerge.
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 ON is a Hold and TXN is a Buy.
ON's RSI Oscillator climbs out of oversold territory
The RSI Indicator for ON moved out of oversold territory on November 06, 2026. This could be a sign that the stock is shifting from a downward trend to an upward trend. Traders may want to buy the stock or call options. The A.I.dvisor looked at 20 similar instances when the indicator left oversold territory. In 16 of the 20 cases the stock moved higher. This puts the odds of a move higher at 80%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Stochastic Oscillator shows that the ticker has stayed in the oversold zone for 4 days. The price of this ticker is presumed to bounce back soon, since the longer the ticker stays in the oversold zone, the more promptly an upward trend is expected.
Following a +8.89% 3-day Advance, the price is estimated to grow further. Considering data from situations where ON advanced for three days, in 225 of 302 cases, the price rose further within the following month. The odds of a continued upward trend are 75%.
ON may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on October 30, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on ON as a result. In 79 of 98 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 81%.
The Moving Average Convergence Divergence Histogram (MACD) for ON turned negative on October 13, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 60 similar instances when the indicator turned negative. In 49 of the 60 cases the stock turned lower in the days that followed. This puts the odds of success at 82%.
ON moved below its 50-day moving average on October 30, 2026 date and that indicates a change from an upward trend to a downward trend.
The 10-day moving average for ON crossed bearishly below the 50-day moving average on October 21, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 13 of 18 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 72%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where ON declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 79%.
The Aroon Indicator for ON entered a downward trend on November 06, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron Seasonality Score of 50 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Price Growth Rating for this company is 63 (best 1 - 100 worst), indicating steady price growth. ON’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Valuation Rating of 66 (best 1 - 100 worst) indicates that the company is fair valued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (3.414) is normal, around the industry mean (5.443). P/E Ratio (41.110) is within average values for comparable stocks, (15.640). Projected Growth (PEG Ratio) (0.169) is also within normal values, averaging (3.803). Dividend Yield (0.000) settles around the average of (0.014) among similar stocks. P/S Ratio (4.337) is also within normal values, averaging (46.468).
The Tickeron SMR rating for this company is 76 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Profit vs. Risk Rating rating for this company is 80 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. ON’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 80, placing this stock worse than average.
The Tickeron PE Growth Rating for this company is 84 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
TXN in +3.87% Uptrend, advancing for three consecutive days on November 03, 2026
Moving higher for three straight days is viewed as a bullish sign. Keep an eye on this stock for future growth. Considering data from situations where TXN advanced for three days, in 181 of 292 cases, the price rose further within the following month. The odds of a continued upward trend are 62%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Aroon Indicator entered an Uptrend today. In 128 of 233 cases where TXN Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 55%.
Bearish Trend Analysis
The 10-day RSI Indicator for TXN moved out of overbought territory on October 30, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 27 similar instances where the indicator moved out of overbought territory. In 20 of the 27 cases, the stock moved lower in the following days. This puts the odds of a move lower at 74%.
The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In 38 of 59 cases where TXN's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are 64%.
The Momentum Indicator moved below the 0 level on November 06, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on TXN as a result. In 68 of 90 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 76%.
The Moving Average Convergence Divergence Histogram (MACD) for TXN turned negative on November 05, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 43 similar instances when the indicator turned negative. In 30 of the 43 cases the stock turned lower in the days that followed. This puts the odds of success at 70%.
TXN moved below its 50-day moving average on November 06, 2026 date and that indicates a change from an upward trend to a downward trend.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where TXN declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 61%.
TXN broke above its upper Bollinger Band on October 26, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
Fundamental Analysis (Ratings)
The Tickeron PE Growth Rating for this company is 12 (best 1 - 100 worst), pointing to outstanding earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron SMR rating for this company is 29 (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Profit vs. Risk Rating rating for this company is 29 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 80, placing this stock better than average.
The Tickeron Price Growth Rating for this company is 44 (best 1 - 100 worst), indicating steady price growth. TXN’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Seasonality Score of 50 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Valuation Rating of 81 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: TXN's P/B Ratio (14.067) is slightly higher than the industry average of (5.443). P/E Ratio (41.961) is within average values for comparable stocks, (15.640). Projected Growth (PEG Ratio) (0.991) is also within normal values, averaging (3.803). Dividend Yield (0.022) settles around the average of (0.014) among similar stocks. P/S Ratio (12.255) is also within normal values, averaging (46.468).
ON | TXN | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 66 Overvalued | 81 Overvalued | |
PROFIT vs RISK RATING 1..100 | 80 | 29 | |
SMR RATING 1..100 | 76 | 29 | |
PRICE GROWTH RATING 1..100 | 63 | 44 | |
P/E GROWTH RATING 1..100 | 84 | 12 | |
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 (66) in the Semiconductors industry is in the same range as TXN (81). This means that ON’s stock grew similarly to TXN’s over the last 12 months.
TXN's Profit vs Risk Rating (29) in the Semiconductors industry is somewhat better than the same rating for ON (80). This means that TXN’s stock grew somewhat faster than ON’s over the last 12 months.
TXN's SMR Rating (29) in the Semiconductors industry is somewhat better than the same rating for ON (76). This means that TXN’s stock grew somewhat faster than ON’s over the last 12 months.
TXN's Price Growth Rating (44) in the Semiconductors industry is in the same range as ON (63). This means that TXN’s stock grew similarly to ON’s over the last 12 months.
TXN's P/E Growth Rating (12) in the Semiconductors industry is significantly better than the same rating for ON (84). This means that TXN’s stock grew significantly faster than ON’s over the last 12 months.
| ON | TXN | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 80% | 3 days ago 74% |
| Stochastic ODDS (%) | 3 days ago 75% | 3 days ago 64% |
| Momentum ODDS (%) | 3 days ago 81% | 3 days ago 76% |
| MACD ODDS (%) | 3 days ago 82% | 3 days ago 70% |
| TrendWeek ODDS (%) | 3 days ago 77% | 3 days ago 64% |
| TrendMonth ODDS (%) | 3 days ago 77% | 3 days ago 61% |
| Advances ODDS (%) | 13 days ago 75% | 6 days ago 62% |
| Declines ODDS (%) | 4 days ago 79% | 3 days ago 61% |
| BollingerBands ODDS (%) | 3 days ago 79% | 3 days ago 64% |
| Aroon ODDS (%) | 3 days ago 70% | 3 days ago 55% |
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).
ON’s FA Score shows that 0 FA rating(s) are green while TXN’s FA Score has 3 green FA rating(s).
- ON’s FA Score: 0 green, 5 red.
- TXN’s FA Score: 3 green, 2 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.
ON’s TA Score shows that 4 TA indicator(s) are bullish while TXN’s TA Score has 2 bullish TA indicator(s).
- ON’s TA Score: 4 bullish, 6 bearish.
- TXN’s TA Score: 2 bullish, 7 bearish.
Price Growth
ON (@Semiconductors) experienced а -11.66% price change this week, while TXN (@Semiconductors) price change was -7.80% for the same time period.
The average weekly price growth across all stocks in the @Semiconductors industry was -9.64%. For the same industry, the average monthly price growth was -28.16%, and the average quarterly price growth was -31.80%.
Reported Earning Dates
ON is expected to report earnings on Feb 08, 2027.
TXN is expected to report earnings on Jan 26, 2027.
Industries' Descriptions
@Semiconductors (-9.64% 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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TXN and
Correlation & Price change
A.I.dvisor indicates that over the last year, TXN has been closely correlated with MCHP. 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 MCHP could also see price increases.
| Ticker / NAME | Correlation To TXN | 1D Price Change % | ||
|---|---|---|---|---|
| TXN | 100% | -0.28% | ||
| MCHP - TXN | 82% Closely correlated | -10.02% | ||
| MCHPP - TXN | 82% Closely correlated | -6.89% | ||
| ADI - TXN | 82% Closely correlated | +0.71% | ||
| ON - TXN | 75% Closely correlated | +0.48% | ||
| NXPI - TXN | 71% Closely correlated | +1.58% | ||
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