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ACLS or ON or STM
Which Stock Would AI Choose? Axcelis Technologies (ACLS) vs. onsemi (ON) vs. STMicroelectronics (STM) Stock Comparison
Key Takeaways
- All three stocks—ACLS, ON, and STM—have delivered strong year-to-date gains exceeding 70%, fueled by semiconductor sector momentum in AI, automotive, and power management applications.
- ON and STM reported recent quarterly earnings beats, with revenue growth tied to silicon carbide (SiC) demand and higher volumes, while ACLS benefits from ion implantation equipment demand.
- Market caps vary significantly: STM at ~$50B, ON at ~$40B, and ACLS at ~$4.3B, reflecting differing scales in the semiconductor ecosystem.
- P/E ratios (trailing) show ACLS at ~37, ON elevated post-earnings, and STM higher amid recovery, indicating varied valuation sensitivity.
- Recent performance highlights sector tailwinds like EV SiC expansion and AI data centers, with all stocks up over 140% in the past year versus S&P 500's ~28%.
- Investor sentiment remains positive on power and sensing tech, though cyclical risks persist in semiconductor demand.
Introduction
In the surging semiconductor sector, ACLS, ON, and STM stand out for their roles in equipment, power solutions, and broad chip production. These stocks have captured attention amid AI data center growth, electric vehicle (EV) adoption, and industrial automation trends. Traders seeking momentum plays and investors eyeing long-term sector exposure will find this comparison valuable, as it highlights relative performance, recent catalysts, and market positioning in recent market activity. With all three posting triple-digit one-year returns, understanding their contrasts aids informed relative performance decisions in a volatile environment.
ACLS Overview and Recent Performance
Axcelis Technologies, Inc. designs, manufactures, and services ion implantation equipment essential for semiconductor fabrication, enabling precise doping in chip production. Headquartered in Beverly, Massachusetts, the company focuses on high-energy, high-current, and medium-current implanters used globally by chipmakers. In recent weeks, ACLS shares have surged around 74% year-to-date and over 168% in the past year, trading near $140 with a ~$4.3B market cap and trailing P/E of ~37. Sentiment has been bolstered by strong Q4 2025 results, including $238M revenue and non-GAAP EPS of $1.49 beating estimates, alongside a proposed merger with Veeco to expand semiconductor equipment capabilities. Broader AI-driven chip demand has supported momentum, though high beta (~1.9) reflects volatility tied to industry cycles.
ON Overview and Recent Performance
onsemi (ON Semiconductor Corporation), headquartered in Scottsdale, Arizona, supplies intelligent power and sensing solutions, including SiC MOSFETs, image sensors, and analog/mixed-signal devices for automotive, industrial, and AI data centers. Recent market activity saw ON shares climb ~90% year-to-date and ~150-160% over the past year, hovering around $102 with a ~$40B market cap. Q1 2026 earnings featured $1.51B revenue (up 4.7% YoY) and adjusted EPS of $0.64 beating forecasts, driven by EV SiC expansion and AI data center growth exceeding 30% sequentially. Power demand recovery and industrial trends have lifted sentiment, with shares showing resilience despite sector swings.
STM Overview and Recent Performance
STMicroelectronics N.V., a global integrated device manufacturer (IDM) based in the Netherlands with operations worldwide, produces microcontrollers, analog/MEMS sensors, power discretes, and RF products for automotive, industrial, and personal electronics. In recent weeks, STM has rallied ~120% year-to-date and ~149% over the past year, trading near $57 with a ~$50B market cap. Q1 2026 delivered $3.1B net revenues (up 23% YoY), with non-GAAP gross margin at 34.1%, fueled by volume recovery and pricing improvements despite restructuring costs. Strong demand in automotive and edge AI has boosted performance, positioning STM amid sector upswing.
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Head-to-Head Comparison
ACLS specializes in niche ion implantation equipment, contrasting ON and STM's broader IDM focus on power discretes, sensors, and microcontrollers. Growth drivers diverge: ACLS leverages advanced node demand via mergers like Veeco, while ON excels in EV SiC and AI power, and STM in automotive MCUs and MEMS. Recent momentum favors all amid semis boom, but STM's scale offers stability versus ACLS's higher beta (~1.9). Risks include cyclical downturns, with ON exposed to industrial softness and STM to FX headwinds. Valuation sensitivity is pronounced at ACLS's mid-cap P/E (~37) versus larger peers; sentiment tilts toward power tech leaders like ON.
Tickeron AI Verdict
Tickeron’s AI currently leans toward ON, given its consistent earnings beats, accelerating SiC/EV catalysts, and robust AI data center positioning amid recent power demand recovery. While ACLS shows strong equipment momentum and STM scale advantages, ON's trend stability and relative valuation offer higher probability of outperformance in prevailing 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
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).
ACLS’s FA Score shows that 1 FA rating(s) are green whileON’s FA Score has 2 green FA rating(s), and STM’s FA Score reflects 1 green FA rating(s).
- ACLS’s FA Score: 1 green, 4 red.
- ON’s FA Score: 2 green, 3 red.
- STM’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.
ACLS’s TA Score shows that 3 TA indicator(s) are bullish while ON’s TA Score has 2 bullish TA indicator(s), and STM’s TA Score reflects 2 bullish TA indicator(s).
- ACLS’s TA Score: 3 bullish, 4 bearish.
- ON’s TA Score: 2 bullish, 5 bearish.
- STM’s TA Score: 2 bullish, 5 bearish.
Price Growth
ACLS (@Electronic Production Equipment) experienced а -11.39% price change this week, while ON (@Semiconductors) price change was +1.83% , and STM (@Semiconductors) price fluctuated +5.70% for the same time period.
The average weekly price growth across all stocks in the @Electronic Production Equipment industry was -5.25%. For the same industry, the average monthly price growth was +9.34%, and the average quarterly price growth was +129.85%.
The average weekly price growth across all stocks in the @Semiconductors industry was -1.14%. For the same industry, the average monthly price growth was +29.56%, and the average quarterly price growth was +89.17%.
Reported Earning Dates
ACLS is expected to report earnings on Aug 05, 2026.
ON is expected to report earnings on Aug 03, 2026.
STM is expected to report earnings on Jul 23, 2026.
Industries' Descriptions
@Electronic Production Equipment (-5.25% weekly)The electronic production equipment industry makes equipment used to produce semiconductors. Such equipment includes wafer fabrication, plasma etching and photo-resist processing equipment. The industry also makes chemical vapor deposition processing systems and photomasks, which are high-purity quartz plates that contain patterns to define integrated circuits layouts. Applied Materials, Inc., Lam Research Corporation, and KLA-Tencor Corporation are examples of electronic production equipment manufacturing companies.
@Semiconductors (-1.14% 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.
| ACLS | ON | STM | |
| Capitalization | 4.4B | 41.2B | 54.1B |
| EBITDA | 139M | 1.52B | 2.32B |
| Gain YTD | 78.280 | 95.789 | 136.718 |
| P/E Ratio | 44.48 | 77.96 | 382.69 |
| Revenue | 845M | 6.06B | 12.4B |
| Total Cash | 367M | 2.4B | 4.57B |
| Total Debt | 42M | 3.01B | 2.78B |
ACLS | ON | STM | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 78 | 85 | 22 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 57 Fair valued | 69 Overvalued | 91 Overvalued | |
PROFIT vs RISK RATING 1..100 | 62 | 53 | 59 | |
SMR RATING 1..100 | 71 | 78 | 90 | |
PRICE GROWTH RATING 1..100 | 36 | 3 | 35 | |
P/E GROWTH RATING 1..100 | 3 | 6 | 1 | |
SEASONALITY SCORE 1..100 | 31 | 50 | 14 |
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.
ACLS's Valuation (57) in the Electronic Production Equipment industry is in the same range as ON (69) in the Semiconductors industry, and is somewhat better than the same rating for STM (91) in the Semiconductors industry. This means that ACLS's stock grew similarly to ON’s and somewhat faster than STM’s over the last 12 months.
ON's Profit vs Risk Rating (53) in the Semiconductors industry is in the same range as STM (59) in the Semiconductors industry, and is in the same range as ACLS (62) in the Electronic Production Equipment industry. This means that ON's stock grew similarly to STM’s and similarly to ACLS’s over the last 12 months.
ACLS's SMR Rating (71) in the Electronic Production Equipment industry is in the same range as ON (78) in the Semiconductors industry, and is in the same range as STM (90) in the Semiconductors industry. This means that ACLS's stock grew similarly to ON’s and similarly to STM’s over the last 12 months.
ON's Price Growth Rating (3) in the Semiconductors industry is in the same range as STM (35) in the Semiconductors industry, and is somewhat better than the same rating for ACLS (36) in the Electronic Production Equipment industry. This means that ON's stock grew similarly to STM’s and somewhat faster than ACLS’s over the last 12 months.
STM's P/E Growth Rating (1) in the Semiconductors industry is in the same range as ACLS (3) in the Electronic Production Equipment industry, and is in the same range as ON (6) in the Semiconductors industry. This means that STM's stock grew similarly to ACLS’s and similarly to ON’s over the last 12 months.
| ACLS | ON | STM | |
|---|---|---|---|
| RSI ODDS (%) | 1 day ago 75% | 1 day ago 81% | 1 day ago 66% |
| Stochastic ODDS (%) | 1 day ago 77% | 1 day ago 80% | 1 day ago 76% |
| Momentum ODDS (%) | N/A | N/A | N/A |
| MACD ODDS (%) | 1 day ago 78% | 1 day ago 80% | 1 day ago 72% |
| TrendWeek ODDS (%) | 1 day ago 76% | 1 day ago 77% | 1 day ago 71% |
| TrendMonth ODDS (%) | 1 day ago 84% | 1 day ago 77% | 1 day ago 71% |
| Advances ODDS (%) | 10 days ago 82% | 7 days ago 73% | 7 days ago 70% |
| Declines ODDS (%) | 1 day ago 78% | 1 day ago 76% | 3 days ago 70% |
| BollingerBands ODDS (%) | 1 day ago 84% | 1 day ago 83% | 1 day ago 68% |
| Aroon ODDS (%) | 1 day ago 88% | 1 day ago 76% | 1 day ago 59% |
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ACLS and
Correlation & Price change
A.I.dvisor indicates that over the last year, ACLS has been closely correlated with VECO. These tickers have moved in lockstep 86% of the time. This A.I.-generated data suggests there is a high statistical probability that if ACLS jumps, then VECO could also see price increases.
| Ticker / NAME | Correlation To ACLS | 1D Price Change % | ||
|---|---|---|---|---|
| ACLS | 100% | -2.06% | ||
| VECO - ACLS | 86% Closely correlated | -1.78% | ||
| NXPI - ACLS | 71% Closely correlated | +0.89% | ||
| ADI - ACLS | 70% Closely correlated | -1.02% | ||
| QCOM - ACLS | 70% Closely correlated | -3.94% | ||
| POWI - ACLS | 70% Closely correlated | +0.98% | ||
More | ||||
STM and
Correlation & Price change
A.I.dvisor indicates that over the last year, STM has been closely correlated with IFNNY. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if STM jumps, then IFNNY could also see price increases.
| Ticker / NAME | Correlation To STM | 1D Price Change % | ||
|---|---|---|---|---|
| STM | 100% | +0.44% | ||
| IFNNY - STM | 77% Closely correlated | -2.50% | ||
| ON - STM | 69% Closely correlated | -3.12% | ||
| ENTG - STM | 69% Closely correlated | -2.35% | ||
| KLIC - STM | 67% Closely correlated | -1.48% | ||
| FORM - STM | 65% Loosely correlated | -0.19% | ||
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