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ADI or KLIC or ON
Which Stock Would AI Choose? Analog Devices, Inc. (ADI) vs. Kulicke and Soffa Industries, Inc. (KLIC) vs. ON Semiconductor Corporation (ON) Stock Comparison
Key Takeaways
- ADI reported record fiscal Q3 2026 revenue of $4.02 billion, up 40% year-over-year, driven by broad demand in data center and industrial markets.
- KLIC delivered strong Q3 2026 results with revenue of $330.4 million, reflecting recovery in semiconductor assembly and packaging equipment tied to AI infrastructure.
- ON continues to focus on power management and silicon carbide solutions, with recent emphasis on embedded power platforms for AI applications amid sector volatility.
- All three stocks operate in the semiconductor sector, with ADI showing the largest scale and margin expansion in recent market activity, while KLIC and ON exhibit higher sensitivity to cyclical equipment and power demand.
- Recent weeks highlighted acquisitions and product launches supporting AI-related positioning across the group, alongside varying stock price responses to earnings.
- Relative performance reflects differences in end-market exposure, with industrial and data center strength benefiting ADI more consistently than the others in the observed period.
Introduction
This comparison examines three semiconductor companies—ADI, KLIC, and ON—to highlight differences in business models, recent performance, and market positioning. The analysis draws on developments from recent weeks and broader quarterly trends, providing context for traders and investors evaluating relative momentum, valuation sensitivity, and sector exposure within the semiconductor industry. It is relevant for those assessing diversified or concentrated exposure to analog, packaging, and power semiconductor segments amid ongoing AI and industrial demand themes.
ADI Overview and Recent Performance
Analog Devices, Inc. designs and manufactures analog, mixed-signal, and digital signal processing integrated circuits used across industrial, automotive, communications, and consumer markets. In recent market activity, the company reported fiscal third-quarter 2026 results showing revenue of $4.02 billion, a 40% year-over-year increase, with strength in data center and industrial segments. Gross margins expanded, and the firm issued upbeat guidance for the fourth quarter. Recent weeks also featured the announcement of an acquisition of Alif Semiconductor to enhance AI-native processing capabilities. Stock price movements reflected positive reactions to earnings and corporate developments, with broader 1-year gains remaining substantial despite shorter-term fluctuations.
KLIC Overview and Recent Performance
Kulicke and Soffa Industries, Inc. provides semiconductor assembly equipment, including wire bonding and advanced packaging solutions used in electronics manufacturing. Recent performance showed fiscal third-quarter 2026 revenue reaching $330.4 million, up significantly from the prior year, supported by demand for AI-related packaging tools. The company raised its outlook and highlighted progress in thermo-compression bonding for high-bandwidth applications. In recent weeks, share price action followed earnings beats, though longer-term volatility tied to equipment cycles remained evident. Dividend announcements and analyst adjustments provided additional context for sentiment.
ON Overview and Recent Performance
ON Semiconductor Corporation, operating as onsemi, specializes in power management, analog, sensors, and silicon carbide solutions for automotive, industrial, and communications end markets. Recent activity included introductions of embedded power platforms targeting AI infrastructure. Performance in recent weeks reflected sector-wide dynamics, with stock movements influenced by broader semiconductor sentiment and company-specific updates on power solutions. The firm maintains focus on high-growth areas such as electric vehicles and data center power, amid ongoing evaluation of supply chain and demand trends.
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Head-to-Head Comparison
ADI operates at larger scale with diversified analog and mixed-signal exposure, delivering higher gross margins and more stable industrial/data center revenue compared to KLIC’s equipment-focused model, which exhibits greater cyclicality tied to semiconductor capital spending. ON emphasizes power and silicon carbide technologies, offering exposure to automotive electrification and AI power needs but with potentially higher sensitivity to commodity-like pricing and supply dynamics. Recent momentum favored ADI through record results and acquisitions, while KLIC showed sharp sequential recovery and ON highlighted targeted product innovations. Valuation sensitivity differs, with equipment and power specialists often trading at wider multiples during upcycles. Market sentiment across the group reflects shared AI tailwinds tempered by individual execution risks and end-market concentration.
Tickeron AI Verdict
Based on observable factors including earnings consistency, margin expansion, and positioning around AI catalysts in recent periods, Tickeron’s AI would currently assign a higher probability of relative outperformance to ADI due to its scale, diversified demand drivers, and recent corporate actions supporting sustained growth. KLIC and ON present more variable profiles linked to equipment cycles and power-specific demand, respectively. This assessment remains probabilistic and derived from available performance data rather than forward guarantees.
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.
ADI | KLIC | ON | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 44 | 38 | 41 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 57 Fair valued | 46 Fair valued | 52 Fair valued | |
PROFIT vs RISK RATING 1..100 | 12 | 73 | 75 | |
SMR RATING 1..100 | 64 | 61 | 76 | |
PRICE GROWTH RATING 1..100 | 17 | 39 | 43 | |
P/E GROWTH RATING 1..100 | 70 | 100 | 34 | |
SEASONALITY SCORE 1..100 | 50 | 45 | 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.
KLIC's Valuation (46) in the Electronic Production Equipment industry is in the same range as ON (52) in the Semiconductors industry, and is in the same range as ADI (57) in the Semiconductors industry. This means that KLIC's stock grew similarly to ON’s and similarly to ADI’s over the last 12 months.
ADI's Profit vs Risk Rating (12) in the Semiconductors industry is somewhat better than the same rating for KLIC (73) in the Electronic Production Equipment industry, and is somewhat better than the same rating for ON (75) in the Semiconductors industry. This means that ADI's stock grew somewhat faster than KLIC’s and somewhat faster than ON’s over the last 12 months.
KLIC's SMR Rating (61) in the Electronic Production Equipment industry is in the same range as ADI (64) in the Semiconductors industry, and is in the same range as ON (76) in the Semiconductors industry. This means that KLIC's stock grew similarly to ADI’s and similarly to ON’s over the last 12 months.
ADI's Price Growth Rating (17) in the Semiconductors industry is in the same range as KLIC (39) in the Electronic Production Equipment industry, and is in the same range as ON (43) in the Semiconductors industry. This means that ADI's stock grew similarly to KLIC’s and similarly to ON’s over the last 12 months.
ON's P/E Growth Rating (34) in the Semiconductors industry is somewhat better than the same rating for ADI (70) in the Semiconductors industry, and is significantly better than the same rating for KLIC (100) in the Electronic Production Equipment industry. This means that ON's stock grew somewhat faster than ADI’s and significantly faster than KLIC’s over the last 12 months.
| ADI | KLIC | ON | |
|---|---|---|---|
| RSI ODDS (%) | 2 days ago 49% | 2 days ago 69% | 2 days ago 67% |
| Stochastic ODDS (%) | 2 days ago 61% | 2 days ago 72% | 2 days ago 75% |
| Momentum ODDS (%) | 2 days ago 63% | 2 days ago 76% | 2 days ago 81% |
| MACD ODDS (%) | 2 days ago 66% | 2 days ago 71% | N/A |
| TrendWeek ODDS (%) | 2 days ago 62% | 2 days ago 77% | 2 days ago 77% |
| TrendMonth ODDS (%) | 2 days ago 60% | 2 days ago 71% | 2 days ago 77% |
| Advances ODDS (%) | 2 days ago 63% | 12 days ago 68% | 8 days ago 75% |
| Declines ODDS (%) | 6 days ago 57% | 6 days ago 73% | 2 days ago 79% |
| BollingerBands ODDS (%) | 2 days ago 64% | 2 days ago 74% | 2 days ago 81% |
| Aroon ODDS (%) | 2 days ago 59% | 2 days ago 72% | 2 days ago 61% |
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 overvalued. 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 while KLIC’s FA Score has 0 green FA rating(s), and ON’s FA Score reflects 0 green FA rating(s).
- ADI’s FA Score: 2 green, 3 red.
- KLIC’s FA Score: 0 green, 5 red.
- ON’s FA Score: 0 green, 5 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 6 TA indicator(s) are bullish while KLIC’s TA Score has 5 bullish TA indicator(s), and ON’s TA Score reflects 4 bullish TA indicator(s).
- ADI’s TA Score: 6 bullish, 4 bearish.
- KLIC’s TA Score: 5 bullish, 5 bearish.
- ON’s TA Score: 4 bullish, 5 bearish.
Price Growth
ADI (@Semiconductors) experienced а -3.07% price change this week, while KLIC (@Electronic Production Equipment) price change was -10.47% , and ON (@Semiconductors) price fluctuated -11.56% for the same time period.
The average weekly price growth across all stocks in the @Semiconductors industry was -11.17%. For the same industry, the average monthly price growth was -3.03%, and the average quarterly price growth was +20.35%.
The average weekly price growth across all stocks in the @Electronic Production Equipment industry was -12.34%. For the same industry, the average monthly price growth was -4.93%, and the average quarterly price growth was -7.72%.
Reported Earning Dates
ADI is expected to report earnings on Dec 01, 2026.
KLIC is expected to report earnings on Nov 18, 2026.
ON is expected to report earnings on Nov 02, 2026.
Industries' Descriptions
@Semiconductors (-11.17% 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 Production Equipment (-12.34% 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.
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KLIC and
Correlation & Price change
A.I.dvisor indicates that over the last year, KLIC has been closely correlated with POWI. These tickers have moved in lockstep 81% of the time. This A.I.-generated data suggests there is a high statistical probability that if KLIC jumps, then POWI could also see price increases.
| Ticker / NAME | Correlation To KLIC | 1D Price Change % | ||
|---|---|---|---|---|
| KLIC | 100% | -3.93% | ||
| POWI - KLIC | 81% Closely correlated | -4.09% | ||
| NXPI - KLIC | 79% Closely correlated | -1.02% | ||
| DIOD - KLIC | 78% Closely correlated | -4.55% | ||
| RMBS - KLIC | 78% Closely correlated | -5.98% | ||
| ADI - KLIC | 77% Closely correlated | +0.01% | ||
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ON and
Correlation & Price change
A.I.dvisor indicates that over the last year, ON has been closely correlated with ADI. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if ON jumps, then ADI could also see price increases.