Advertisement
ON vs TXN
Which Stock Would AI Choose? ON Semiconductor (ON) vs. Texas Instruments (TXN) Stock Comparison
Key Takeaways
- ON Semiconductor focuses on power and sensing solutions with notable exposure to AI data center demand, while Texas Instruments emphasizes analog and embedded processing across diverse end markets.
- Recent market activity shows ON exhibiting volatility tied to semiconductor cyclical recovery and AI-related catalysts, contrasted with TXN's more stable but range-bound performance amid broader industrial and automotive exposure.
- Sector sentiment in semiconductors remains influenced by AI investments and supply chain stabilization, benefiting both companies differently based on their product portfolios.
- ON has demonstrated stronger sequential growth in AI segments during recent quarters, whereas TXN maintains consistent cash flow generation and dividend support through economic cycles.
- Relative performance highlights trade-offs between growth-oriented momentum in ON and defensive positioning in TXN within the current technology hardware environment.
- Market positioning suggests complementary rather than direct competition, with investors often evaluating them for portfolio diversification in the semiconductor space.
Introduction
This comparison examines ON Semiconductor and Texas Instruments, two established players in the semiconductor industry, to provide traders and investors with insights into their relative positioning. The analysis focuses on business models, recent performance trends, and market factors relevant to those seeking exposure to technology hardware. Both stocks appeal to investors interested in semiconductor cyclical dynamics, AI-driven demand, and long-term industrial applications. The review draws on observable market data and developments to highlight contrasts in growth drivers and risk profiles.
ON Overview and Recent Performance
ON Semiconductor Corporation provides intelligent power and sensing solutions, serving automotive, industrial, and communications markets with a focus on power management and image sensors. In recent market activity, the stock has reflected broader semiconductor sector trends, including recovery signals from prior cyclical downturns and increased attention to artificial intelligence applications. Developments such as expanded AI data center revenue contributions have supported sentiment, alongside operational improvements in gross margins. Technical indicators in recent weeks have shown mixed signals, with some momentum shifts noted amid sector-wide volatility. Performance has been influenced by earnings reports highlighting sequential growth in targeted segments and overall industry equipment spending trends.
TXN Overview and Recent Performance
Texas Instruments Incorporated specializes in analog chips, embedded processors, and other semiconductor products used in industrial, automotive, personal electronics, and communications sectors. Recent market activity for the stock has featured relatively stable trading patterns compared to more growth-oriented peers, supported by consistent demand across diversified end markets. Price movements in recent weeks have aligned with broader market sentiment in the semiconductor space, including reactions to macroeconomic data and sector investment flows. The company’s emphasis on long product lifecycles and manufacturing scale has contributed to steady positioning, with performance reflecting measured responses to supply chain normalization and end-market demand.
Trending AI Robots
Tickeron’s Trending AI Robots page showcases a curated selection of AI trading bots designed for varying market conditions. Tickeron offers hundreds of AI Trading Bots that trade thousands of different tickers across multiple strategies, timeframes, and performance profiles. Only those demonstrating strong suitability for prevailing conditions, including metrics such as win rates, drawdowns, and risk-adjusted returns in specified ranges, are featured in the trending section. Bots differ widely in trading styles—from high-frequency scalping to longer-term trend following—and in the specific tickers they target. This resource provides traders with data-driven options to explore automated strategies aligned with individual risk tolerances and market views.
Head-to-Head Comparison
ON Semiconductor and Texas Instruments operate in overlapping yet distinct segments of the semiconductor industry. ON emphasizes power solutions and sensing technologies with heightened sensitivity to AI infrastructure buildouts and automotive electrification, introducing greater cyclical volatility. TXN prioritizes analog and embedded products with broader industrial and consumer exposure, supporting more defensive characteristics through economic fluctuations. Recent momentum has favored ON in periods of AI catalyst strength, while TXN has shown resilience via diversified revenue streams and established market share. Risk factors differ accordingly: ON faces concentration in high-growth but competitive areas, whereas TXN contends with slower but steadier demand cycles. Sector exposure places both within technology hardware, yet investor sentiment often differentiates them based on growth versus stability preferences in the current environment.
Tickeron AI Verdict
Based on observable factors such as trend consistency in AI-related segments, relative stability of cash flows, and positioning amid sector catalysts, Tickeron’s AI models currently assign a modestly higher probabilistic preference to ON Semiconductor. This assessment reflects recent sequential improvements in targeted growth areas alongside broader market recovery signals, though outcomes remain subject to ongoing volatility and macroeconomic influences.
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 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 1 FA rating(s) are green whileTXN’s FA Score has 3 green FA rating(s).
- ON’s FA Score: 1 green, 4 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, 5 bearish.
- TXN’s TA Score: 2 bullish, 6 bearish.
Price Growth
ON (@Semiconductors) experienced а +2.28% price change this week, while TXN (@Semiconductors) price change was -2.14% for the same time period.
The average weekly price growth across all stocks in the @Semiconductors industry was -1.90%. For the same industry, the average monthly price growth was -15.42%, and the average quarterly price growth was +36.93%.
Reported Earning Dates
ON is expected to report earnings on Aug 03, 2026.
TXN is expected to report earnings on Oct 27, 2026.
Industries' Descriptions
@Semiconductors (-1.90% 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 | 33.8B | 255B | 13% |
| EBITDA | 1.52B | 8.82B | 17% |
| Gain YTD | 66.445 | 66.181 | 100% |
| P/E Ratio | 63.83 | 42.49 | 150% |
| 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 | 55 | 13 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 57 Fair valued | 72 Overvalued | |
PROFIT vs RISK RATING 1..100 | 62 | 28 | |
SMR RATING 1..100 | 79 | 31 | |
PRICE GROWTH RATING 1..100 | 54 | 44 | |
P/E GROWTH RATING 1..100 | 14 | 21 | |
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 (57) in the Semiconductors industry is in the same range as TXN (72). This means that ON’s stock grew similarly to TXN’s over the last 12 months.
TXN's Profit vs Risk Rating (28) in the Semiconductors industry is somewhat better than the same rating for ON (62). This means that TXN’s stock grew somewhat faster than ON’s over the last 12 months.
TXN's SMR Rating (31) in the Semiconductors industry is somewhat better than the same rating for ON (79). 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 (54). This means that TXN’s stock grew similarly to ON’s over the last 12 months.
ON's P/E Growth Rating (14) in the Semiconductors industry is in the same range as TXN (21). This means that ON’s stock grew similarly to TXN’s over the last 12 months.
| ON | TXN | |
|---|---|---|
| RSI ODDS (%) | N/A | N/A |
| Stochastic ODDS (%) | 2 days ago 84% | 2 days ago 69% |
| Momentum ODDS (%) | 2 days ago 78% | 2 days ago 66% |
| MACD ODDS (%) | 2 days ago 80% | 2 days ago 60% |
| TrendWeek ODDS (%) | 2 days ago 78% | 2 days ago 61% |
| TrendMonth ODDS (%) | 2 days ago 74% | 2 days ago 58% |
| Advances ODDS (%) | 3 days ago 75% | 3 days ago 59% |
| Declines ODDS (%) | 5 days ago 76% | 8 days ago 57% |
| BollingerBands ODDS (%) | 2 days ago 74% | 3 days ago 64% |
| Aroon ODDS (%) | 2 days ago 67% | N/A |
Advertisement
TXN and
Correlation & Price change
A.I.dvisor indicates that over the last year, TXN has been closely correlated with MCHPP. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if TXN jumps, then MCHPP could also see price increases.
| Ticker / NAME | Correlation To TXN | 1D Price Change % | ||
|---|---|---|---|---|
| TXN | 100% | -3.13% | ||
| MCHPP - TXN | 79% Closely correlated | -4.03% | ||
| MCHP - TXN | 79% Closely correlated | -4.32% | ||
| ADI - TXN | 78% Closely correlated | -1.69% | ||
| ON - TXN | 69% Closely correlated | -2.38% | ||
| LRCX - TXN | 68% Closely correlated | +0.15% | ||
More | ||||