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ADI or AMD or ON
Which Stock Would AI Choose? Analog Devices (ADI) vs. Advanced Micro Devices (AMD) vs. ON Semiconductor (ON) Stock Comparison
Key Takeaways
- ADI has shown robust year-to-date gains around 16-18%, driven by AI and industrial demand, with projected 44% earnings growth and a 71.2% gross margin.
- AMD delivered over 100% one-year returns but lags YTD at -6%, amid AI competition and partnerships boosting data center prospects.
- ON posted 6.7% past-month gains and YTD up 9%, focusing on automotive and AI sensing with earnings growth forecasts of 24% this year.
- All three benefit from semiconductor tailwinds, but ADI leads in stability, while AMD offers high growth potential and ON emphasizes power efficiency.
- Recent momentum favors analog leaders like ADI and ON over volatile compute plays like AMD.
- Tickeron AI bots trading semiconductors show annualized returns up to 132%, highlighting sector strength.
Introduction
This stock comparison examines ADI, AMD, and ON, three key players in the semiconductor sector amid surging demand for AI, data centers, automotive electrification, and industrial applications. Analog Devices (ADI) specializes in signal processing, Advanced Micro Devices (AMD) in high-performance computing, and ON Semiconductor (ON) in power and sensing solutions. Traders seeking relative performance insights and investors eyeing sector exposure will find value in understanding their business models, recent momentum, and market positioning in today's dynamic environment.
ADI Overview and Recent Performance
Analog Devices (ADI), a leader in analog, mixed-signal, and digital signal processing integrated circuits, serves industrial, automotive, communications, and consumer markets. The company bridges physical and digital worlds with solutions for AI infrastructure, data centers, and edge computing. In recent market activity, ADI stock has climbed about 14% over three months and 16-18% year-to-date, trading around $319, outperforming the S&P 500. Sentiment is bolstered by strong Q1 FY2026 results, including 30% revenue growth to $3.16 billion and 51% adjusted EPS rise, fueled by record data center orders and industrial strength. Analysts project 44% earnings growth this year, supported by a 71.2% gross margin and margin improvement plans, though a recent 6.5% dip reflects mixed reactions.
AMD Overview and Recent Performance
Advanced Micro Devices (AMD) designs microprocessors, GPUs, and AI accelerators for data centers, client PCs, gaming, and embedded systems under brands like Ryzen and EPYC. The fabless semiconductor firm competes in high-growth AI and computing markets. Recent weeks have seen AMD stock around $205, with 111% one-year gains but a -6% YTD decline amid broader sector volatility. Performance reflects competitive pressures from rivals like Meta's AI chips, offset by partnerships such as with Xanadu in quantum computing and Samsung for HBM supply. Strong data center demand for EPYC and Instinct GPUs drives optimism, with 2026 earnings consensus at $6.61, implying 58.5% growth.
ON Overview and Recent Performance
ON Semiconductor (ON), or onsemi, supplies intelligent power and sensing solutions for automotive, industrial, cloud power, and IoT applications, including SiC devices and image sensors. Recent performance shows ON up 6.7% over the past month and 9% YTD, trading near $59, with positive earnings revisions. Q4 results highlighted $1.53 billion revenue and a shift to higher-margin tech like EVs and AI, despite revenue headwinds. Forecasts indicate 24% earnings growth this year to $2.92 per share and 43% next year, attracting interest in its energy-efficient focus amid market challenges.
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Head-to-Head Comparison
ADI, AMD, and ON operate in semiconductors but diverge in focus: ADI's analog/signal processing offers stability across industrials and AI edge, contrasting AMD's compute-heavy growth in data centers/GPUs with higher volatility. ON emphasizes power/sensing for EVs/industrials, balancing margins amid cyclical demand. Recent momentum sees ADI and ON positive YTD versus AMD's dip, though AMD leads one-year returns. Risks include supply chain issues for all, competition in AI for AMD, and auto slowdowns for ON. Valuations reflect ADI's dividend strength versus growth premiums on AMD; sentiment favors analog resilience.
Tickeron AI Verdict
Tickeron’s AI currently favors ADI for its trend consistency, YTD outperformance, strong margins, and AI/industrial catalysts, positioning it ahead in relative stability versus AMD's volatility and ON's cyclical exposure. Observable factors like 44% earnings growth and data center momentum suggest higher probability of near-term upside, though all benefit from sector trends.
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).
ADI’s FA Score shows that 2 FA rating(s) are green whileAMD’s FA Score has 1 green FA rating(s), and ON’s FA Score reflects 2 green FA rating(s).
- ADI’s FA Score: 2 green, 3 red.
- AMD’s FA Score: 1 green, 4 red.
- ON’s FA Score: 2 green, 3 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.
ADI’s TA Score shows that 5 TA indicator(s) are bullish while AMD’s TA Score has 5 bullish TA indicator(s), and ON’s TA Score reflects 6 bullish TA indicator(s).
- ADI’s TA Score: 5 bullish, 5 bearish.
- AMD’s TA Score: 5 bullish, 4 bearish.
- ON’s TA Score: 6 bullish, 4 bearish.
Price Growth
ADI (@Semiconductors) experienced а +8.87% price change this week, while AMD (@Semiconductors) price change was +11.39% , and ON (@Semiconductors) price fluctuated +20.47% for the same time period.
The average weekly price growth across all stocks in the @Semiconductors industry was +10.22%. For the same industry, the average monthly price growth was +24.75%, and the average quarterly price growth was +27.22%.
Reported Earning Dates
ADI is expected to report earnings on May 27, 2026.
AMD is expected to report earnings on May 05, 2026.
ON is expected to report earnings on May 04, 2026.
Industries' Descriptions
@Semiconductors (+10.22% 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.
| ADI | AMD | ON | |
| Capitalization | 186B | 448B | 33.7B |
| EBITDA | 5.53B | 7.28B | 888M |
| Gain YTD | 40.945 | 28.385 | 58.006 |
| P/E Ratio | 69.66 | 105.34 | 295.03 |
| Revenue | 11.8B | 34.6B | 6B |
| Total Cash | 4.05B | 10.6B | 2.55B |
| Total Debt | 8.68B | 3.85B | 3.01B |
ADI | AMD | ON | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 74 | 30 | 29 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 45 Fair valued | 78 Overvalued | 89 Overvalued | |
PROFIT vs RISK RATING 1..100 | 10 | 36 | 64 | |
SMR RATING 1..100 | 77 | 79 | 88 | |
PRICE GROWTH RATING 1..100 | 4 | 3 | 3 | |
P/E GROWTH RATING 1..100 | 40 | 42 | 1 | |
SEASONALITY SCORE 1..100 | 65 | 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.
ADI's Valuation (45) in the Semiconductors industry is somewhat better than the same rating for AMD (78) and is somewhat better than the same rating for ON (89). This means that ADI's stock grew somewhat faster than AMD’s and somewhat faster than ON’s over the last 12 months.
ADI's Profit vs Risk Rating (10) in the Semiconductors industry is in the same range as AMD (36) and is somewhat better than the same rating for ON (64). This means that ADI's stock grew similarly to AMD’s and somewhat faster than ON’s over the last 12 months.
ADI's SMR Rating (77) in the Semiconductors industry is in the same range as AMD (79) and is in the same range as ON (88). This means that ADI's stock grew similarly to AMD’s and similarly to ON’s over the last 12 months.
AMD's Price Growth Rating (3) in the Semiconductors industry is in the same range as ON (3) and is in the same range as ADI (4). This means that AMD's stock grew similarly to ON’s and similarly to ADI’s over the last 12 months.
ON's P/E Growth Rating (1) in the Semiconductors industry is somewhat better than the same rating for ADI (40) and is somewhat better than the same rating for AMD (42). This means that ON's stock grew somewhat faster than ADI’s and somewhat faster than AMD’s over the last 12 months.
| ADI | AMD | ON | |
|---|---|---|---|
| RSI ODDS (%) | 1 day ago 59% | 1 day ago 71% | 1 day ago 75% |
| Stochastic ODDS (%) | 1 day ago 61% | 1 day ago 80% | 1 day ago 81% |
| Momentum ODDS (%) | 1 day ago 71% | 1 day ago 80% | 1 day ago 70% |
| MACD ODDS (%) | 1 day ago 66% | N/A | 1 day ago 78% |
| TrendWeek ODDS (%) | 1 day ago 61% | 1 day ago 77% | 1 day ago 76% |
| TrendMonth ODDS (%) | 1 day ago 59% | 1 day ago 77% | 1 day ago 75% |
| Advances ODDS (%) | 1 day ago 60% | 5 days ago 77% | 1 day ago 72% |
| Declines ODDS (%) | 7 days ago 56% | 23 days ago 76% | 23 days ago 77% |
| BollingerBands ODDS (%) | 1 day ago 63% | 1 day ago 67% | 1 day ago 82% |
| Aroon ODDS (%) | 1 day ago 59% | 1 day ago 78% | 1 day ago 77% |
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