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ADI or MU or ON
Which Stock Would AI Choose? Analog Devices (ADI) vs. Micron Technology (MU) vs. ON Semiconductor (ON) Stock Comparison
Key Takeaways
- ADI has demonstrated steady recovery with approximately 46% gains over the past year, supported by strong earnings growth projected at 44% and AI-driven demand in industrial and data center applications.
- MU leads in momentum, surging over 300% in the past year amid explosive AI memory demand, with recent quarterly revenue growth exceeding 50% and shares near 52-week highs around $455.
- ON trails peers with about 39% annual gains but faces headwinds from inventory gluts and segment declines up to 17%, trading around $59 after recent underperformance.
- All three benefit from semiconductor sector tailwinds, particularly AI exposure, but MU shows superior relative performance while ADI offers greater stability.
- Recent market activity highlights volatility, with MU and ADI outperforming broader indices, contrasting ON's 18% monthly decline.
- Valuation sensitivity varies: ON at a forward P/E near 20x appears discounted, while MU trades at premiums due to growth prospects.
Introduction
Analog Devices (ADI), Micron Technology (MU), and ON Semiconductor (ON) represent key players in the semiconductor sector, specializing in analog chips, memory solutions, and power/sensing technologies, respectively. This comparison is particularly relevant for traders and investors navigating the AI-driven upcycle, where demand for high-performance chips in data centers, automotive, and industrial applications intensifies. Amid recent sector volatility, understanding their relative performance, growth drivers, and risk profiles aids in assessing market positioning and potential trade-offs in a portfolio focused on technology and stock comparison.
ADI Overview and Recent Performance
Analog Devices, Inc. (ADI) is a global leader in high-performance analog, mixed-signal, and digital signal processing integrated circuits, serving industrial, automotive, communications, and consumer markets. In recent market activity, ADI shares have climbed around 46% over the past year, with a 52-week range of $159 to $363 and trading near $306-$311. Strong Q1 fiscal 2026 results showed revenue up 30% year-over-year to $3.16 billion and adjusted EPS of $2.46 beating estimates, fueled by AI data center power solutions and industrial recovery. Sentiment has been bolstered by analyst upgrades, a projected 44% earnings growth, and an 11% dividend increase, though recent weeks saw pullbacks amid margin concerns and sector rotation.
MU Overview and Recent Performance
Micron Technology, Inc. (MU) designs, manufactures, and sells memory and storage products including DRAM, NAND, and NOR, critical for AI, data centers, and computing. Recent performance has been explosive, with shares up over 300% in the past year (52-week range $62-$455), trading around $426-$450 amid high volatility. Quarterly revenue growth hit 57%, driven by AI-fueled high-bandwidth memory (HBM) shortages and data center demand, with record results and expansions like new Taiwan facilities. Positive sentiment stems from analyst bullishness and partnerships, though shares dipped recently on broader market pressures, maintaining strong year-to-date gains exceeding 50%.
ON Overview and Recent Performance
ON Semiconductor Corporation (ON), operating as onsemi, provides intelligent power and sensing solutions across power, analog/mixed-signal, and intelligent sensing segments for automotive, industrial, and cloud applications. Shares have risen about 39% over the past year but underperformed recently, trading near $59 (52-week $31-$74) after an 18% monthly decline. Recent quarters missed revenue estimates due to inventory overhangs and segment drops up to 17%, amid leadership transitions and softer demand. Sentiment reflects caution, with resilience in isolated sessions but challenges from cyclical pressures outweighing AI tailwinds in recent market activity.
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Head-to-Head Comparison
ADI, MU, and ON operate in complementary semiconductor niches: analog/mixed-signal for ADI (diversified across industrial/auto), memory for MU (AI data center heavy), and power/sensing for ON (auto/industrial focus). Growth drivers favor MU's 50%+ revenue surge from HBM shortages versus ADI's steady 25-30% and ON's softer outlook. Recent momentum starkly contrasts: MU +300% yearly, ADI +46%, ON +39% with monthly losses. Risks include cyclical inventory for all, but ON highest from gluts; MU most volatile (beta 1.54). Sector exposure ties to AI semis, with MU purest play. Valuation: ON cheapest at 20x forward P/E, ADI 56x, MU premium on growth. Market sentiment tilts to MU and ADI for catalysts versus ON's stability trade-off.
Tickeron AI Verdict
Tickeron’s AI currently favors MU based on superior trend consistency, explosive momentum from AI memory catalysts, and relative positioning amid semiconductor upcycle. While ADI shows stability and earnings reliability, and ON discounted valuation, MU's growth trajectory and sector-leading performance indicate higher probability of near-term outperformance, though with elevated volatility.
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 whileMU’s FA Score has 2 green FA rating(s), and ON’s FA Score reflects 2 green FA rating(s).
- ADI’s FA Score: 2 green, 3 red.
- MU’s FA Score: 2 green, 3 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 MU’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.
- MU’s TA Score: 5 bullish, 4 bearish.
- ON’s TA Score: 6 bullish, 4 bearish.
Price Growth
ADI (@Semiconductors) experienced а +6.09% price change this week, while MU (@Semiconductors) price change was +8.20% , and ON (@Semiconductors) price fluctuated +20.92% 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.
MU is expected to report earnings on Jul 01, 2026.
ON is expected to report earnings on May 04, 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 | MU | ON | |
| Capitalization | 181B | 513B | 32.7B |
| EBITDA | 5.53B | 37.1B | 888M |
| Gain YTD | 37.394 | 59.511 | 53.296 |
| P/E Ratio | 67.91 | 21.48 | 286.24 |
| Revenue | 11.8B | 58.1B | 6B |
| Total Cash | 4.05B | 14.6B | 2.55B |
| Total Debt | 8.68B | 10.8B | 3.01B |
ADI | MU | ON | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 71 | 10 | 28 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 45 Fair valued | 52 Fair valued | 89 Overvalued | |
PROFIT vs RISK RATING 1..100 | 12 | 16 | 67 | |
SMR RATING 1..100 | 77 | 23 | 88 | |
PRICE GROWTH RATING 1..100 | 7 | 35 | 3 | |
P/E GROWTH RATING 1..100 | 42 | 34 | 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 in the same range as MU (52) and is somewhat better than the same rating for ON (89). This means that ADI's stock grew similarly to MU’s and somewhat faster than ON’s over the last 12 months.
ADI's Profit vs Risk Rating (12) in the Semiconductors industry is in the same range as MU (16) and is somewhat better than the same rating for ON (67). This means that ADI's stock grew similarly to MU’s and somewhat faster than ON’s over the last 12 months.
MU's SMR Rating (23) in the Semiconductors industry is somewhat better than the same rating for ADI (77) and is somewhat better than the same rating for ON (88). This means that MU's stock grew somewhat faster than ADI’s and somewhat faster than ON’s over the last 12 months.
ON's Price Growth Rating (3) in the Semiconductors industry is in the same range as ADI (7) and is in the same range as MU (35). This means that ON's stock grew similarly to ADI’s and similarly to MU’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 MU (34) and is somewhat better than the same rating for ADI (42). This means that ON's stock grew somewhat faster than MU’s and somewhat faster than ADI’s over the last 12 months.
| ADI | MU | ON | |
|---|---|---|---|
| RSI ODDS (%) | 2 days ago 59% | 2 days ago 69% | 2 days ago 78% |
| Stochastic ODDS (%) | 2 days ago 56% | 2 days ago 76% | 2 days ago 78% |
| Momentum ODDS (%) | 2 days ago 69% | 2 days ago 74% | 2 days ago 84% |
| MACD ODDS (%) | 2 days ago 64% | 2 days ago 72% | 2 days ago 72% |
| TrendWeek ODDS (%) | 2 days ago 61% | 2 days ago 76% | 2 days ago 75% |
| TrendMonth ODDS (%) | 2 days ago 59% | 2 days ago 70% | 2 days ago 75% |
| Advances ODDS (%) | 2 days ago 60% | 5 days ago 75% | 2 days ago 72% |
| Declines ODDS (%) | 4 days ago 56% | 24 days ago 72% | 20 days ago 77% |
| BollingerBands ODDS (%) | 2 days ago 50% | 2 days ago 73% | 2 days ago 80% |
| Aroon ODDS (%) | 2 days ago 59% | N/A | 2 days ago 77% |
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