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ADI or COHR or MCHP
Which Stock Would AI Choose? Analog Devices, Inc. (ADI) vs. Coherent Corp. (COHR) vs. Microchip Technology Incorporated (MCHP) Stock Comparison
Key Takeaways
- ADI delivered strong Q1 fiscal 2026 revenue of $3.16 billion, up 30% year-over-year, with YTD return of 15% and 1-year gain of 51%, supported by industrial and automotive demand.
- COHR posted exceptional 1-year return of 285%, with YTD at 34% and market cap near $46 billion, fueled by photonics growth in datacenters and communications.
- MCHP reported Q3 fiscal 2026 net sales up 15.6% year-over-year to $1.19 billion, signaling recovery in embedded controls amid inventory normalization.
- COHR shows superior momentum with recent analyst upgrades and S&P 500 inclusion, contrasting MCHP's modest YTD gains of 1%.
- All three benefit from semiconductor recovery, but ADI offers scale with $152 billion market cap and stable margins.
Introduction
Analog Devices, Inc. (ADI), Coherent Corp. (COHR), and Microchip Technology Incorporated (MCHP) represent key players in the analog, photonics, and embedded control segments of the semiconductor industry. This comparison evaluates their relative performance amid recovering demand in industrial, automotive, communications, and datacenter applications. Traders seeking momentum in high-growth areas like AI infrastructure and investors focused on stable recovery plays will find insights into price trends, sentiment drivers, and sector positioning valuable for assessing stock comparison and market opportunities.
ADI Overview and Recent Performance
Analog Devices, Inc. (ADI) designs, manufactures, and markets integrated circuits, software, and subsystems leveraging high-performance analog, mixed-signal, and digital signal processing technologies. Serving industrial, automotive, communications, and consumer markets, the company reported fiscal Q1 2026 revenue of $3.16 billion, up 30% year-over-year, beating estimates on strength in industrial (up 38%) and communications driven by AI data centers. Recent market activity shows a 15% YTD return and 51% over one year, with shares trading around $311 amid a 14% rise in the past three months. Sentiment has been bolstered by resilient demand, dividend increases, and exposure to electrification and automation, though recent weeks saw some pullback on margin commentary.
COHR Overview and Recent Performance
Coherent Corp. (COHR) develops engineered materials, optoelectronic components, lasers, and systems for industrial, communications, electronics, and instrumentation markets. Operating in networking, materials, and lasers segments, it reported Q1 fiscal 2026 revenue of $1.58 billion, up 17% year-over-year, with non-GAAP gross margins expanding to 38.7%. Shares have surged with a 34% YTD return and remarkable 285% one-year gain, trading near $247, supported by datacenter optics demand and upcoming S&P 500 inclusion. Recent weeks reflect positive analyst initiations at Buy ratings with targets up to $330, though broader tech volatility has introduced fluctuations, enhancing its relative performance in photonics.
MCHP Overview and Recent Performance
Microchip Technology Incorporated (MCHP) provides smart, connected, secure embedded control solutions including microcontrollers, analog products, and connectivity devices for automotive, industrial, and computing applications. In Q3 fiscal 2026, net sales reached $1.19 billion, up 15.6% year-over-year, with non-GAAP gross margins at 60.5% amid recovery progress. Trading around $64, the stock shows 1% YTD and 23% one-year returns, reflecting sequential improvements but mixed reactions to inventory concerns. Recent market activity highlights operational momentum in automotive Ethernet and data centers, with guidance signaling continued growth, influencing positive yet cautious sentiment.
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Head-to-Head Comparison
ADI, COHR, and MCHP share semiconductor exposure but differ in focus: ADI's broad analog ICs emphasize industrial/auto stability, COHR's photonics targets high-growth datacom/AI optics, and MCHP's microcontrollers serve embedded IoT/automotive. Growth drivers contrast with COHR's explosive 285% 1-year momentum versus ADI's steady 51% and MCHP's 23%. Risks include COHR's volatility from niche dependence, MCHP's inventory overhang, and cyclical pressures for all. Valuation sensitivity favors ADI's scale ($152B cap), while sentiment leans to COHR's upgrades amid sector recovery trade-offs.
Tickeron AI Verdict
Tickeron’s AI currently favors COHR due to superior trend consistency, with 285% 1-year returns and catalysts like S&P inclusion and datacenter momentum providing stronger relative positioning over ADI's stability and MCHP's recovery. Probabilistic edge stems from observable photonics demand, though monitoring volatility remains key.
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 whileCOHR’s FA Score has 2 green FA rating(s), and MCHP’s FA Score reflects 3 green FA rating(s).
- ADI’s FA Score: 2 green, 3 red.
- COHR’s FA Score: 2 green, 3 red.
- MCHP’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.
ADI’s TA Score shows that 5 TA indicator(s) are bullish while COHR’s TA Score has 4 bullish TA indicator(s), and MCHP’s TA Score reflects 5 bullish TA indicator(s).
- ADI’s TA Score: 5 bullish, 5 bearish.
- COHR’s TA Score: 4 bullish, 5 bearish.
- MCHP’s TA Score: 5 bullish, 5 bearish.
Price Growth
ADI (@Semiconductors) experienced а +6.09% price change this week, while COHR (@Electronic Equipment/Instruments) price change was +12.20% , and MCHP (@Semiconductors) price fluctuated +10.06% for the same time period.
The average weekly price growth across all stocks in the @Semiconductors industry was +11.63%. For the same industry, the average monthly price growth was +20.79%, and the average quarterly price growth was +24.53%.
The average weekly price growth across all stocks in the @Electronic Equipment/Instruments industry was +2.72%. For the same industry, the average monthly price growth was +3.56%, and the average quarterly price growth was +1.99%.
Reported Earning Dates
ADI is expected to report earnings on May 27, 2026.
COHR is expected to report earnings on May 13, 2026.
MCHP is expected to report earnings on May 11, 2026.
Industries' Descriptions
@Semiconductors (+11.63% 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.
@Electronic Equipment/Instruments (+2.72% weekly)This industry manufactures electronic products used in various critical and sophisticated technologies, including laser-based systems, circuit and continuity testers, electro-optical measuring instruments and high-speed precision weighing and inspection equipment. Some major companies operating in this business are Canon Inc., Keysight Technologies Inc., and Fortive Corp.
| ADI | COHR | MCHP | |
| Capitalization | 181B | 64.7B | 42.6B |
| EBITDA | 5.53B | 1.08B | 877M |
| Gain YTD | 37.394 | 86.932 | 24.331 |
| P/E Ratio | 67.91 | 338.25 | 86.21 |
| Revenue | 11.8B | 6.29B | 4.37B |
| Total Cash | 4.05B | 864M | 251M |
| Total Debt | 8.68B | 3.55B | 5.41B |
ADI | COHR | MCHP | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 82 | 33 | 38 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 46 Fair valued | 91 Overvalued | 14 Undervalued | |
PROFIT vs RISK RATING 1..100 | 12 | 8 | 88 | |
SMR RATING 1..100 | 77 | 87 | 91 | |
PRICE GROWTH RATING 1..100 | 4 | 34 | 7 | |
P/E GROWTH RATING 1..100 | 42 | 15 | 6 | |
SEASONALITY SCORE 1..100 | 65 | n/a | 65 |
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.
MCHP's Valuation (14) in the Semiconductors industry is in the same range as ADI (46) in the Semiconductors industry, and is significantly better than the same rating for COHR (91) in the Electronic Equipment Or Instruments industry. This means that MCHP's stock grew similarly to ADI’s and significantly faster than COHR’s over the last 12 months.
COHR's Profit vs Risk Rating (8) in the Electronic Equipment Or Instruments industry is in the same range as ADI (12) in the Semiconductors industry, and is significantly better than the same rating for MCHP (88) in the Semiconductors industry. This means that COHR's stock grew similarly to ADI’s and significantly faster than MCHP’s over the last 12 months.
ADI's SMR Rating (77) in the Semiconductors industry is in the same range as COHR (87) in the Electronic Equipment Or Instruments industry, and is in the same range as MCHP (91) in the Semiconductors industry. This means that ADI's stock grew similarly to COHR’s and similarly to MCHP’s over the last 12 months.
ADI's Price Growth Rating (4) in the Semiconductors industry is in the same range as MCHP (7) in the Semiconductors industry, and is in the same range as COHR (34) in the Electronic Equipment Or Instruments industry. This means that ADI's stock grew similarly to MCHP’s and similarly to COHR’s over the last 12 months.
MCHP's P/E Growth Rating (6) in the Semiconductors industry is in the same range as COHR (15) in the Electronic Equipment Or Instruments industry, and is somewhat better than the same rating for ADI (42) in the Semiconductors industry. This means that MCHP's stock grew similarly to COHR’s and somewhat faster than ADI’s over the last 12 months.
| ADI | COHR | MCHP | |
|---|---|---|---|
| RSI ODDS (%) | 3 days ago 59% | 3 days ago 66% | 3 days ago 65% |
| Stochastic ODDS (%) | 3 days ago 56% | 3 days ago 69% | 3 days ago 76% |
| Momentum ODDS (%) | 3 days ago 69% | 3 days ago 75% | 3 days ago 62% |
| MACD ODDS (%) | 3 days ago 64% | 3 days ago 80% | 3 days ago 68% |
| TrendWeek ODDS (%) | 3 days ago 61% | 3 days ago 82% | 3 days ago 66% |
| TrendMonth ODDS (%) | 3 days ago 59% | 3 days ago 85% | 3 days ago 64% |
| Advances ODDS (%) | 3 days ago 60% | 3 days ago 82% | 3 days ago 65% |
| Declines ODDS (%) | 5 days ago 56% | 25 days ago 78% | 21 days ago 73% |
| BollingerBands ODDS (%) | 3 days ago 50% | 3 days ago 75% | 3 days ago 72% |
| Aroon ODDS (%) | 3 days ago 59% | 3 days ago 76% | 3 days ago 77% |
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COHR and
Correlation & Price change
A.I.dvisor indicates that over the last year, COHR has been loosely correlated with MKSI. These tickers have moved in lockstep 65% of the time. This A.I.-generated data suggests there is some statistical probability that if COHR jumps, then MKSI could also see price increases.
| Ticker / NAME | Correlation To COHR | 1D Price Change % | ||
|---|---|---|---|---|
| COHR | 100% | +5.19% | ||
| MKSI - COHR | 65% Loosely correlated | +3.22% | ||
| KEYS - COHR | 51% Loosely correlated | +1.33% | ||
| ESE - COHR | 45% Loosely correlated | +5.04% | ||
| ITRI - COHR | 43% Loosely correlated | +1.47% | ||
| VNT - COHR | 42% Loosely correlated | +2.28% | ||
More | ||||
MCHP and
Correlation & Price change
A.I.dvisor indicates that over the last year, MCHP has been closely correlated with MCHPP. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if MCHP jumps, then MCHPP could also see price increases.
| Ticker / NAME | Correlation To MCHP | 1D Price Change % | ||
|---|---|---|---|---|
| MCHP | 100% | +2.46% | ||
| MCHPP - MCHP | 96% Closely correlated | +2.29% | ||
| NXPI - MCHP | 85% Closely correlated | +1.08% | ||
| ON - MCHP | 80% Closely correlated | +3.85% | ||
| TXN - MCHP | 77% Closely correlated | +3.01% | ||
| KLIC - MCHP | 75% Closely correlated | +2.79% | ||
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