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ADI or AVGO or QCOM
Which Stock Would AI Choose? Analog Devices (ADI) vs. Broadcom (AVGO) vs. QUALCOMM (QCOM) Stock Comparison
Key Takeaways
- ADI reported Q1 fiscal 2026 revenue of $3.16 billion, up 30% year-over-year, with strong growth in industrial and communications segments, supporting positive sentiment despite recent market pullbacks.
- AVGO leads with AI-driven momentum, posting record Q1 fiscal 2026 revenue of $19.3 billion (up 29%), fueled by custom accelerators, though shares are down modestly year-to-date amid sector rotation.
- QCOM faces headwinds from smartphone weakness and memory shortages, with shares down over 20% year-to-date, despite a $20 billion buyback announcement and automotive growth.
- ADI and AVGO show year-over-year gains of around 49% and 69%, respectively, outperforming QCOM's decline, highlighting divergent semiconductor trends.
- All three benefit from sector tailwinds like AI and data centers, but AVGO exhibits the strongest relative positioning in recent market activity.
Introduction
Analog Devices (ADI), Broadcom (AVGO), and QUALCOMM (QCOM) are key players in the semiconductor sector, specializing in analog, networking, and wireless technologies essential for AI, data centers, automotive, and mobile devices. This stock comparison analyzes their recent performance, business drivers, and market positioning amid evolving sector dynamics like AI infrastructure demand and supply chain pressures. Traders seeking exposure to semiconductor growth and investors evaluating relative strength in a volatile environment will find these insights valuable for understanding contrasts in momentum and risk.
ADI Overview and Recent Performance
Analog Devices, Inc. (ADI) is a global leader in analog, mixed-signal, and digital signal processing integrated circuits, serving industrial, automotive, communications, and consumer markets. In recent market activity, ADI shares have traded around $310-$314, reflecting year-to-date gains of approximately 15% driven by robust fiscal Q1 2026 results. The company reported revenue of $3.16 billion, up 30% year-over-year, with adjusted EPS of $2.46 surpassing estimates, fueled by broad end-market strength including record data center orders and industrial growth. Sentiment has been bolstered by margin expansion to 45.5% adjusted operating margin and an 11% dividend hike to $1.10, underscoring financial stability amid AI edge computing demand. However, broader sector rotations have tempered gains in recent weeks.
AVGO Overview and Recent Performance
Broadcom Inc. (AVGO) designs semiconductors and infrastructure software for networking, wireless, and AI applications, with a focus on custom accelerators and data center solutions. Shares have hovered near $321-$325 in recent trading, down about 6-7% year-to-date but up roughly 69% over the past year, supported by explosive AI revenue growth. Fiscal Q1 2026 delivered record $19.3 billion revenue, a 29% increase, with AI sales surging 106% to $8.4 billion and Q2 guidance pointing to $10.7 billion. High gross margins near 77% and strong free cash flow have reinforced investor confidence, though volatility from sector-wide profit-taking has influenced short-term price behavior. Key drivers include hyperscaler demand for XPUs and optical networking advancements.
QCOM Overview and Recent Performance
QUALCOMM Incorporated (QCOM) develops wireless technologies, Snapdragon platforms, and modems for mobile, automotive, and IoT via its QCT and QTL segments. In recent weeks, shares around $131 have declined over 23% year-to-date, underperforming peers amid handset slowdowns. Fiscal Q1 2026 revenue hit a record $12.25 billion with EPS of $3.50 beating estimates, aided by automotive gains, but Q2 guidance disappointed due to memory shortages curbing smartphone chip orders. A $20 billion buyback and dividend raise to $3.68 annually aim to support valuation, yet competitive pressures and margin erosion have weighed on sentiment, contrasting with AI-focused peers.
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Head-to-Head Comparison
ADI, AVGO, and QCOM operate in overlapping semiconductor domains but diverge in business models: ADI excels in precision analog for industrial/automotive, AVGO dominates AI networking/custom chips, and QCOM leads in wireless/mobile licensing. Growth drivers favor AVGO's AI exposure (106% revenue surge) over ADI's balanced 30% rise and QCOM's handset constraints. Recent momentum shows ADI up 15% YTD, AVGO flat-to-down slightly, and QCOM down 24%, reflecting AI hype versus cyclical risks. Risk factors include supply volatility for QCOM, high valuations for AVGO, and macro sensitivity for ADI. All share sector exposure to data centers/AI, but AVGO shows superior sentiment from hyperscaler catalysts, while QCOM trades at a relative discount.
Tickeron AI Verdict
Tickeron’s AI currently favors AVGO due to its consistent AI revenue acceleration, record earnings, and leadership in custom accelerators/networking amid data center expansion. While ADI offers stability with broad growth and QCOM potential from buybacks/automotive, AVGO's trend strength and catalysts position it for higher probability of outperformance in the near term, based on observable momentum and sector tailwinds.
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 whileAVGO’s FA Score has 2 green FA rating(s), and QCOM’s FA Score reflects 2 green FA rating(s).
- ADI’s FA Score: 2 green, 3 red.
- AVGO’s FA Score: 2 green, 3 red.
- QCOM’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 4 TA indicator(s) are bullish while AVGO’s TA Score has 5 bullish TA indicator(s), and QCOM’s TA Score reflects 5 bullish TA indicator(s).
- ADI’s TA Score: 4 bullish, 6 bearish.
- AVGO’s TA Score: 5 bullish, 5 bearish.
- QCOM’s TA Score: 5 bullish, 2 bearish.
Price Growth
ADI (@Semiconductors) experienced а +10.37% price change this week, while AVGO (@Semiconductors) price change was +12.83% , and QCOM (@Semiconductors) price fluctuated +0.75% for the same time period.
The average weekly price growth across all stocks in the @Semiconductors industry was +5.71%. For the same industry, the average monthly price growth was +5.17%, and the average quarterly price growth was +16.74%.
Reported Earning Dates
ADI is expected to report earnings on May 27, 2026.
AVGO is expected to report earnings on Jun 04, 2026.
QCOM is expected to report earnings on Apr 29, 2026.
Industries' Descriptions
@Semiconductors (+5.71% 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 | AVGO | QCOM | |
| Capitalization | 172B | 1.68T | 136B |
| EBITDA | 5.53B | 37.3B | 14.8B |
| Gain YTD | 29.963 | 2.761 | -24.835 |
| P/E Ratio | 64.23 | 69.18 | 25.76 |
| Revenue | 11.8B | 68.3B | 44.9B |
| Total Cash | 4.05B | N/A | 11.8B |
| Total Debt | 8.68B | 65.1B | 14.8B |
ADI | AVGO | QCOM | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 21 | 13 | 53 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 38 Fair valued | 71 Overvalued | 8 Undervalued | |
PROFIT vs RISK RATING 1..100 | 13 | 13 | 89 | |
SMR RATING 1..100 | 76 | 100 | 42 | |
PRICE GROWTH RATING 1..100 | 7 | 18 | 63 | |
P/E GROWTH RATING 1..100 | 57 | 79 | 16 | |
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.
QCOM's Valuation (8) in the Telecommunications Equipment industry is in the same range as ADI (38) in the Semiconductors industry, and is somewhat better than the same rating for AVGO (71) in the Semiconductors industry. This means that QCOM's stock grew similarly to ADI’s and somewhat faster than AVGO’s over the last 12 months.
ADI's Profit vs Risk Rating (13) in the Semiconductors industry is in the same range as AVGO (13) in the Semiconductors industry, and is significantly better than the same rating for QCOM (89) in the Telecommunications Equipment industry. This means that ADI's stock grew similarly to AVGO’s and significantly faster than QCOM’s over the last 12 months.
QCOM's SMR Rating (42) in the Telecommunications Equipment industry is somewhat better than the same rating for ADI (76) in the Semiconductors industry, and is somewhat better than the same rating for AVGO (100) in the Semiconductors industry. This means that QCOM's stock grew somewhat faster than ADI’s and somewhat faster than AVGO’s over the last 12 months.
ADI's Price Growth Rating (7) in the Semiconductors industry is in the same range as AVGO (18) in the Semiconductors industry, and is somewhat better than the same rating for QCOM (63) in the Telecommunications Equipment industry. This means that ADI's stock grew similarly to AVGO’s and somewhat faster than QCOM’s over the last 12 months.
QCOM's P/E Growth Rating (16) in the Telecommunications Equipment industry is somewhat better than the same rating for ADI (57) in the Semiconductors industry, and is somewhat better than the same rating for AVGO (79) in the Semiconductors industry. This means that QCOM's stock grew somewhat faster than ADI’s and somewhat faster than AVGO’s over the last 12 months.
| ADI | AVGO | QCOM | |
|---|---|---|---|
| RSI ODDS (%) | 1 day ago 59% | 1 day ago 53% | 1 day ago 75% |
| Stochastic ODDS (%) | 1 day ago 69% | 1 day ago 56% | 1 day ago 64% |
| Momentum ODDS (%) | 1 day ago 70% | 1 day ago 84% | N/A |
| MACD ODDS (%) | 1 day ago 66% | 1 day ago 83% | 1 day ago 60% |
| TrendWeek ODDS (%) | 1 day ago 61% | 1 day ago 78% | 1 day ago 64% |
| TrendMonth ODDS (%) | 1 day ago 59% | 1 day ago 81% | 1 day ago 67% |
| Advances ODDS (%) | 1 day ago 60% | 1 day ago 80% | 1 day ago 64% |
| Declines ODDS (%) | 12 days ago 57% | 12 days ago 56% | 4 days ago 73% |
| BollingerBands ODDS (%) | 1 day ago 57% | 1 day ago 55% | 1 day ago 76% |
| Aroon ODDS (%) | 1 day ago 61% | 1 day ago 84% | 1 day ago 69% |
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