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ON vs TXN
Which Stock Would AI Choose? ON Semiconductor (ON) vs. Texas Instruments (TXN) Stock Comparison
Key Takeaways
- ON has delivered a year-to-date return of approximately 58%, significantly outpacing TXN's 36% gain amid recent semiconductor sector momentum.
- Recent analyst upgrades have boosted sentiment for ON, with Bank of America raising its price target to $85, while TXN approaches Q1 earnings with expectations of $1.37 EPS.
- ON's focus on power and sensing solutions positions it strongly in automotive and AI applications, contrasting TXN's broader analog and embedded processing portfolio.
- Market cap disparity highlights TXN's scale at $213 billion versus ON's $34 billion, influencing relative stability.
- Both stocks exhibit strong one-year returns, with ON at 147% and TXN at 62%, reflecting sector tailwinds.
Introduction
ON Semiconductor (ON) and Texas Instruments (TXN) are key players in the semiconductor industry, serving overlapping markets like automotive, industrial automation, and emerging AI applications. This comparison analyzes their recent market performance, business drivers, and relative positioning in the current environment. Traders seeking momentum plays may eye ON's volatility, while long-term investors might prefer TXN's established scale. With sector-wide demand for power-efficient chips amid electrification and data center growth, understanding their contrasts aids informed stock comparison and portfolio decisions.
ON Overview and Recent Performance
ON Semiconductor Corporation designs and manufactures intelligent power and sensing solutions for automotive, industrial, and cloud computing markets. Its portfolio includes power management devices, image sensors, and signal processors, targeting electric vehicles (EVs), advanced driver-assistance systems (ADAS), and AI data centers. In recent market activity, ON shares have shown robust gains, with a roughly 37% rise over the past month and 58% year-to-date, trading near its 52-week high of $85.59. Sentiment has improved following analyst upgrades, including Bank of America's shift to Buy with an $85 target, tied to AI power management potential and share buybacks. Trading around $85.56, the stock's elevated P/E ratio of 295 reflects low trailing EPS but anticipates recovery.
TXN Overview and Recent Performance
Texas Instruments Incorporated is a leader in analog chips and embedded processors, supplying power, signal chain, and microcontroller solutions across industrial, automotive, and consumer electronics. Its diversified segments benefit from stable demand in factory automation and personal devices. Over recent weeks, TXN has advanced steadily, posting a 36% year-to-date return and trading at $233.70 near its 52-week high, with P/E at 43. Key influences include partnerships like Nvidia for robotics and anticipation for Q1 earnings on April 22, expecting $1.37 EPS on $4.52 billion revenue. Analyst upgrades, such as Mizuho's to $215 target, underscore growth prospects despite broader sector pressures.
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Head-to-Head Comparison
Both ON and TXN thrive in semiconductors but diverge in focus: ON emphasizes power conversion and sensing for EVs and AI, while TXN dominates analog with embedded computing breadth. Growth drivers differ—ON leverages auto electrification, TXN industrial steadiness. Recent momentum favors ON with sharper gains, but TXN offers lower risk via size and dividends. Sector exposure overlaps in autos/industrials, yet ON's higher beta signals volatility trade-offs against TXN's sentiment stability pre-earnings.
Tickeron AI Verdict
Tickeron's AI currently leans toward ON based on superior recent trend consistency, explosive YTD momentum, and fresh analyst catalysts in power/AI niches. TXN remains competitively positioned with earnings upside and scale, but ON's relative outperformance suggests higher probability of near-term gains in bullish semis conditions.
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 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 ON is a Hold and TXN is a Hold.
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).
ON’s FA Score shows that 2 FA rating(s) are green whileTXN’s FA Score has 3 green FA rating(s).
- ON’s FA Score: 2 green, 3 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 3 TA indicator(s) are bullish while TXN’s TA Score has 4 bullish TA indicator(s).
- ON’s TA Score: 3 bullish, 5 bearish.
- TXN’s TA Score: 4 bullish, 4 bearish.
Price Growth
ON (@Semiconductors) experienced а -9.05% price change this week, while TXN (@Semiconductors) price change was -6.33% for the same time period.
The average weekly price growth across all stocks in the @Semiconductors industry was -14.22%. For the same industry, the average monthly price growth was -1.45%, and the average quarterly price growth was +76.28%.
Reported Earning Dates
ON is expected to report earnings on Aug 03, 2026.
TXN is expected to report earnings on Jul 22, 2026.
Industries' Descriptions
@Semiconductors (-14.22% 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.
| ON | TXN | ON / TXN | |
| Capitalization | 42.8B | 257B | 17% |
| EBITDA | 1.52B | 8.82B | 17% |
| Gain YTD | 116.066 | 68.304 | 170% |
| P/E Ratio | 81.01 | 48.21 | 168% |
| Revenue | 6.06B | 18.4B | 33% |
| Total Cash | 2.4B | 5.1B | 47% |
| Total Debt | 3.01B | 14B | 21% |
ON | TXN | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 79 | 73 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 62 Fair valued | 70 Overvalued | |
PROFIT vs RISK RATING 1..100 | 46 | 23 | |
SMR RATING 1..100 | 100 | 100 | |
PRICE GROWTH RATING 1..100 | 2 | 7 | |
P/E GROWTH RATING 1..100 | 7 | 27 | |
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 (62) in the Semiconductors industry is in the same range as TXN (70). This means that ON’s stock grew similarly to TXN’s over the last 12 months.
TXN's Profit vs Risk Rating (23) in the Semiconductors industry is in the same range as ON (46). This means that TXN’s stock grew similarly to ON’s over the last 12 months.
TXN's SMR Rating (100) in the Semiconductors industry is in the same range as ON (100). This means that TXN’s stock grew similarly to ON’s over the last 12 months.
ON's Price Growth Rating (2) in the Semiconductors industry is in the same range as TXN (7). This means that ON’s stock grew similarly to TXN’s over the last 12 months.
ON's P/E Growth Rating (7) in the Semiconductors industry is in the same range as TXN (27). This means that ON’s stock grew similarly to TXN’s over the last 12 months.
| ON | TXN | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 81% | 2 days ago 74% |
| Stochastic ODDS (%) | 2 days ago 77% | 2 days ago 67% |
| Momentum ODDS (%) | 2 days ago 76% | 2 days ago 72% |
| MACD ODDS (%) | 2 days ago 80% | 2 days ago 60% |
| TrendWeek ODDS (%) | 2 days ago 75% | 2 days ago 59% |
| TrendMonth ODDS (%) | 2 days ago 77% | 2 days ago 56% |
| Advances ODDS (%) | 8 days ago 74% | 8 days ago 57% |
| Declines ODDS (%) | 6 days ago 76% | 6 days ago 56% |
| BollingerBands ODDS (%) | 2 days ago 83% | 2 days ago 54% |
| Aroon ODDS (%) | 2 days ago 77% | 2 days ago 50% |
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