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ADI or MRVL or QCOM
Which Stock Would AI Choose? Analog Devices (ADI) vs. Marvell Technology (MRVL) vs. Qualcomm (QCOM) Stock Comparison
Key Takeaways
- ADI has shown robust year-to-date gains around 15-17%, driven by strong earnings beats, dividend hikes, and demand in industrial and data center markets.
- MRVL surged 18% in a single session following Q4 earnings that exceeded expectations, with CEO emphasizing sustained AI demand into 2027.
- QCOM has faced recent pressure, declining over the past month amid broader sector volatility, though it maintains strong positioning in wireless and AI edge computing.
- All three operate in the semiconductor space, benefiting from AI and data center growth, but MRVL and ADI exhibit stronger recent momentum compared to QCOM.
- Analyst sentiment remains positive across the board, with upward earnings revisions for ADI and strong guidance from MRVL.
Introduction
Analog Devices (ADI), Marvell Technology (MRVL), and Qualcomm (QCOM) are key players in the semiconductor industry, powering AI infrastructure, data centers, wireless communications, and edge computing. This stock comparison analyzes their recent performance, business drivers, and market positioning amid surging demand for advanced chips. Traders seeking momentum in AI-related plays and investors eyeing long-term growth in analog, networking, and mobile semiconductors will find these insights valuable for evaluating relative performance and sector trends.
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. Recent market activity has seen ADI deliver strong year-to-date returns of approximately 15-17%, outperforming broader indices. Key influences include Q4 earnings that beat expectations with $3.16 billion in revenue and $2.46 EPS, alongside an 11% dividend increase and optimistic guidance for data center and industrial demand. Upward revisions in earnings estimates by 13.1% and a Zacks Rank #1 have bolstered sentiment, though weekly pullbacks reflect sector volatility. Overall, robust financials and AI-adjacent growth in precision applications support positive positioning.
MRVL Overview and Recent Performance
Marvell Technology (MRVL) specializes in data infrastructure semiconductors, including custom silicon, interconnects, and networking solutions for data centers, AI, 5G, and enterprise applications. In recent weeks, MRVL experienced significant momentum, with shares surging 18% post-Q4 earnings that reported $2.22 billion in revenue—above forecasts—and strong guidance citing ongoing AI demand. CEO comments highlighted accelerating revenue growth into 2027, alleviating customer concentration concerns. Year-to-date gains stand at around 5%, with monthly rises near 19%, driven by data center expansion. Despite some prior weakness, this performance underscores MRVL's leverage to hyperscaler AI buildouts.
QCOM Overview and Recent Performance
Qualcomm (QCOM) develops semiconductors and wireless technologies, focusing on mobile chipsets, AI-enabled processors, and connectivity solutions for smartphones, automotive, and IoT. Recent market activity has pressured QCOM, with shares down about 9% over the past month and 6% weekly, underperforming the sector amid broader selloffs. Sentiment reflects cyclical challenges in handsets, though fundamentals remain solid with exposure to 5G and edge AI. Longer-term, QCOM benefits from diversification into PCs and autos, but near-term volatility tied to consumer electronics demand has weighed on relative performance compared to AI-focused peers.
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Head-to-Head Comparison
ADI, MRVL, and QCOM share semiconductor exposure but diverge in focus: ADI excels in analog/power for industrial/data centers, MRVL in networking/custom AI silicon, and QCOM in wireless/mobile AI. Growth drivers favor MRVL and ADI via AI hyperscaler demand, while QCOM balances with handset cyclicality. Recent momentum tilts to MRVL (18% post-earnings surge) and ADI (strong YTD), versus QCOM's declines. Risks include supply chain issues for all, but QCOM faces higher consumer exposure. Valuation sensitivity is elevated across the board amid AI hype, with ADI showing earnings stability and MRVL higher beta. Market sentiment leans bullish on AI enablers like MRVL, trading off ADI's dividend reliability against QCOM's scale.
Tickeron AI Verdict
Tickeron’s AI currently favors MRVL based on trend consistency from recent earnings momentum, strong AI catalysts, and relative positioning in data center growth. ADI follows closely with stability and upward revisions, while QCOM lags amid softer sentiment. Probabilistic edges stem from observable AI infrastructure demand, though sector risks apply.
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 whileMRVL’s FA Score has 1 green FA rating(s), and QCOM’s FA Score reflects 2 green FA rating(s).
- ADI’s FA Score: 2 green, 3 red.
- MRVL’s FA Score: 1 green, 4 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 5 TA indicator(s) are bullish while MRVL’s TA Score has 3 bullish TA indicator(s), and QCOM’s TA Score reflects 5 bullish TA indicator(s).
- ADI’s TA Score: 5 bullish, 5 bearish.
- MRVL’s TA Score: 3 bullish, 4 bearish.
- QCOM’s TA Score: 5 bullish, 4 bearish.
Price Growth
ADI (@Semiconductors) experienced а +6.09% price change this week, while MRVL (@Semiconductors) price change was +8.72% , and QCOM (@Semiconductors) price fluctuated +6.36% 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%.
Reported Earning Dates
ADI is expected to report earnings on May 27, 2026.
MRVL is expected to report earnings on May 21, 2026.
QCOM is expected to report earnings on Apr 29, 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.
| ADI | MRVL | QCOM | |
| Capitalization | 181B | 122B | 145B |
| EBITDA | 5.53B | 4.54B | 14.8B |
| Gain YTD | 37.394 | 64.580 | -19.863 |
| P/E Ratio | 67.91 | 45.50 | 27.46 |
| Revenue | 11.8B | 8.2B | 44.9B |
| Total Cash | 4.05B | 2.64B | 11.8B |
| Total Debt | 8.68B | 4.79B | 14.8B |
ADI | MRVL | QCOM | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 82 | 47 | 13 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 46 Fair valued | 71 Overvalued | 9 Undervalued | |
PROFIT vs RISK RATING 1..100 | 12 | 42 | 87 | |
SMR RATING 1..100 | 77 | 45 | 43 | |
PRICE GROWTH RATING 1..100 | 4 | 35 | 61 | |
P/E GROWTH RATING 1..100 | 42 | 29 | 14 | |
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 (9) in the Telecommunications Equipment industry is somewhat better than the same rating for ADI (46) in the Semiconductors industry, and is somewhat better than the same rating for MRVL (71) in the Semiconductors industry. This means that QCOM's stock grew somewhat faster than ADI’s and somewhat faster than MRVL’s over the last 12 months.
ADI's Profit vs Risk Rating (12) in the Semiconductors industry is in the same range as MRVL (42) in the Semiconductors industry, and is significantly better than the same rating for QCOM (87) in the Telecommunications Equipment industry. This means that ADI's stock grew similarly to MRVL’s and significantly faster than QCOM’s over the last 12 months.
QCOM's SMR Rating (43) in the Telecommunications Equipment industry is in the same range as MRVL (45) in the Semiconductors industry, and is somewhat better than the same rating for ADI (77) in the Semiconductors industry. This means that QCOM's stock grew similarly to MRVL’s and somewhat faster than ADI’s over the last 12 months.
ADI's Price Growth Rating (4) in the Semiconductors industry is in the same range as MRVL (35) in the Semiconductors industry, and is somewhat better than the same rating for QCOM (61) in the Telecommunications Equipment industry. This means that ADI's stock grew similarly to MRVL’s and somewhat faster than QCOM’s over the last 12 months.
QCOM's P/E Growth Rating (14) in the Telecommunications Equipment industry is in the same range as MRVL (29) in the Semiconductors industry, and is in the same range as ADI (42) in the Semiconductors industry. This means that QCOM's stock grew similarly to MRVL’s and similarly to ADI’s over the last 12 months.
| ADI | MRVL | QCOM | |
|---|---|---|---|
| RSI ODDS (%) | 3 days ago 59% | 3 days ago 67% | 3 days ago 63% |
| Stochastic ODDS (%) | 3 days ago 56% | 3 days ago 78% | 3 days ago 65% |
| Momentum ODDS (%) | 3 days ago 69% | 3 days ago 82% | 3 days ago 60% |
| MACD ODDS (%) | 3 days ago 64% | N/A | 3 days ago 63% |
| TrendWeek ODDS (%) | 3 days ago 61% | 3 days ago 79% | 3 days ago 64% |
| TrendMonth ODDS (%) | 3 days ago 59% | 3 days ago 82% | 3 days ago 67% |
| Advances ODDS (%) | 3 days ago 60% | 5 days ago 76% | 3 days ago 64% |
| Declines ODDS (%) | 5 days ago 56% | 21 days ago 73% | 13 days ago 73% |
| BollingerBands ODDS (%) | 3 days ago 50% | 3 days ago 74% | 3 days ago 68% |
| Aroon ODDS (%) | 3 days ago 59% | 3 days ago 85% | 3 days ago 68% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| AFRU | 9.22 | 1.15 | +14.25% |
| T-REX 2X Long AFRM Daily Target ETF | |||
| XLV | 148.80 | 2.19 | +1.49% |
| State Street®HlthCrSelSectSPDR®ETF | |||
| UST | 43.58 | 0.40 | +0.93% |
| ProShares Ultra 7-10 Year Treasury | |||
| BBBS | 51.32 | 0.08 | +0.17% |
| BondBloxx BBB Rated 1-5 Yr Corp Bd ETF | |||
| RA | 13.05 | -0.03 | -0.23% |
| Brookfield Real Assets Income Fund | |||
QCOM and
Correlation & Price change
A.I.dvisor indicates that over the last year, QCOM has been closely correlated with LRCX. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if QCOM jumps, then LRCX could also see price increases.
| Ticker / NAME | Correlation To QCOM | 1D Price Change % | ||
|---|---|---|---|---|
| QCOM | 100% | +1.29% | ||
| LRCX - QCOM | 80% Closely correlated | +2.54% | ||
| KLAC - QCOM | 78% Closely correlated | +3.26% | ||
| AMKR - QCOM | 76% Closely correlated | +7.11% | ||
| AMAT - QCOM | 74% Closely correlated | +1.81% | ||
| KLIC - QCOM | 74% Closely correlated | +2.79% | ||
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