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ADI or NXPI or ON
Which Stock Would AI Choose? Analog Devices (ADI) vs. NXP Semiconductors (NXPI) vs. ON Semiconductor (ON) Stock Comparison
Key Takeaways
- Analog Devices (ADI) leads with robust Q1 2026 revenue growth of 30% year-over-year to $3.16 billion, driven by AI data center and industrial demand, supporting stronger recent momentum.
- NXP Semiconductors (NXPI) reported solid Q4 revenue of $3.34 billion but faces softer guidance and recent price declines amid automotive recovery challenges.
- ON Semiconductor (ON) beat Q4 EPS estimates with a $6 billion buyback announcement, yet contends with sector-wide revenue pressures in power and sensing solutions.
- ADI shows superior year-to-date performance versus NXPI and ON, reflecting AI tailwinds in recent market activity.
- All three benefit from semiconductor demand in automotive and industrial sectors, but valuation sensitivity varies with ADI's premium pricing.
- Relative performance highlights trade-offs: ADI for growth, NXPI for automotive exposure, ON for buyback support.
Introduction
Analog Devices (ADI), NXP Semiconductors (NXPI), and ON Semiconductor (ON) are key players in the analog and mixed-signal semiconductor space, powering applications in automotive, industrial, and data center markets. This stock comparison evaluates their recent performance, business drivers, and market positioning amid surging AI and electrification demand. Traders seeking momentum in growth sectors or investors assessing relative valuation in the semiconductor industry will find these insights valuable for understanding sector dynamics and potential trade-offs in the current environment.
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 reported fiscal Q1 2026 revenue of $3.16 billion, up 30% year-over-year, with adjusted EPS of $2.46, driven by record data center orders and industrial strength. Gross margins expanded to 64.7%, reflecting operational efficiency. The stock has shown resilience, trading around $319 with a 52-week range of $158.65 to $363.20, buoyed by AI infrastructure demand and a dividend increase to $1.10 per share. Sentiment remains positive, supported by analyst targets near $384.
NXPI Overview and Recent Performance
NXP Semiconductors N.V. (NXPI) specializes in high-performance mixed-signal semiconductors for automotive, industrial IoT, mobile, and communication infrastructure, with strong exposure to microcontrollers and secure connectivity. Recent quarters showed Q4 revenue of $3.34 billion, up 7.2% year-over-year, and EPS of $3.35 beating estimates, though Q1 guidance of $3.12 billion reflects cautious automotive and industrial demand. The stock, around $203, has faced pressure with a 52-week range of $148 to $256, down over 10% in recent weeks amid broader sector volatility. Positive factors include "physical AI" opportunities in robotics and logistics, with analyst EPS growth projected at 12.88%.
ON Overview and Recent Performance
ON Semiconductor Corporation (ON), operating as onsemi, delivers intelligent power and sensing solutions for automotive electrification, industrial automation, and energy infrastructure. In recent earnings, Q4 revenue hit $1.53 billion meeting expectations, with EPS of $0.64 exceeding forecasts by 3.23%, alongside a $6 billion share repurchase program. Despite an 11.2% year-over-year revenue dip, the stock surged post-earnings, trading near $59 in a 52-week range of $31 to $74. Performance reflects resilience in power management amid sector headwinds, with analyst targets around $67 supporting moderate optimism.
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Head-to-Head Comparison
Business models center on analog/mixed-signal semis: ADI excels in signal processing for AI/data centers; NXPI dominates automotive microcontrollers and secure IoT; ON leads in power/sensing for EVs and industrials. Growth drivers differ—ADI leverages AI infrastructure (30% revenue surge), NXPI automotive rebound ("physical AI"), ON electrification despite revenue dips. Recent momentum favors ADI (up ~47% yearly) over NXPI (-3%) and ON (+34%). Risk factors include cyclical demand and supply chain issues, with NXPI/ON more auto-exposed. All share sector tailwinds but ADI trades at higher multiples, balancing growth against NXPI's value and ON's buyback stability. Sentiment tilts toward ADI on AI catalysts.
Tickeron AI Verdict
Tickeron’s AI currently favors Analog Devices (ADI) due to consistent trend strength, earnings beats, and superior relative positioning in AI-driven data center growth. With 30% revenue acceleration and expanding margins versus peers' mixed outlooks, ADI exhibits higher probabilistic upside in recent semiconductor rotations, though monitoring auto/industrial catalysts for NXPI and ON 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 whileNXPI’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.
- NXPI’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 NXPI’s TA Score has 4 bullish TA indicator(s), and ON’s TA Score reflects 6 bullish TA indicator(s).
- ADI’s TA Score: 5 bullish, 5 bearish.
- NXPI’s TA Score: 4 bullish, 6 bearish.
- ON’s TA Score: 6 bullish, 4 bearish.
Price Growth
ADI (@Semiconductors) experienced а +6.09% price change this week, while NXPI (@Semiconductors) price change was +5.71% , 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.
NXPI is expected to report earnings on Apr 28, 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 | NXPI | ON | |
| Capitalization | 181B | 54.6B | 32.7B |
| EBITDA | 5.53B | 3.96B | 888M |
| Gain YTD | 37.394 | 0.042 | 53.296 |
| P/E Ratio | 67.91 | 27.17 | 286.24 |
| Revenue | 11.8B | 12.3B | 6B |
| Total Cash | 4.05B | 2.91B | 2.55B |
| Total Debt | 8.68B | 12.2B | 3.01B |
ADI | NXPI | ON | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 71 | 12 | 28 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 45 Fair valued | 12 Undervalued | 89 Overvalued | |
PROFIT vs RISK RATING 1..100 | 12 | 82 | 67 | |
SMR RATING 1..100 | 77 | 43 | 88 | |
PRICE GROWTH RATING 1..100 | 7 | 50 | 3 | |
P/E GROWTH RATING 1..100 | 42 | 23 | 1 | |
SEASONALITY SCORE 1..100 | 65 | 75 | 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.
NXPI's Valuation (12) in the Semiconductors industry is somewhat better than the same rating for ADI (45) and is significantly better than the same rating for ON (89). This means that NXPI's stock grew somewhat faster than ADI’s and significantly faster than ON’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 ON (67) and is significantly better than the same rating for NXPI (82). This means that ADI's stock grew somewhat faster than ON’s and significantly faster than NXPI’s over the last 12 months.
NXPI's SMR Rating (43) 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 NXPI'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 somewhat better than the same rating for NXPI (50). This means that ON's stock grew similarly to ADI’s and somewhat faster than NXPI’s over the last 12 months.
ON's P/E Growth Rating (1) in the Semiconductors industry is in the same range as NXPI (23) and is somewhat better than the same rating for ADI (42). This means that ON's stock grew similarly to NXPI’s and somewhat faster than ADI’s over the last 12 months.
| ADI | NXPI | ON | |
|---|---|---|---|
| RSI ODDS (%) | 2 days ago 59% | 2 days ago 69% | 2 days ago 78% |
| Stochastic ODDS (%) | 2 days ago 56% | 2 days ago 70% | 2 days ago 78% |
| Momentum ODDS (%) | 2 days ago 69% | 2 days ago 71% | 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 66% | 2 days ago 75% |
| TrendMonth ODDS (%) | 2 days ago 59% | 2 days ago 67% | 2 days ago 75% |
| Advances ODDS (%) | 2 days ago 60% | 2 days ago 63% | 2 days ago 72% |
| Declines ODDS (%) | 4 days ago 56% | 17 days ago 68% | 20 days ago 77% |
| BollingerBands ODDS (%) | 2 days ago 50% | 2 days ago 65% | 2 days ago 80% |
| Aroon ODDS (%) | 2 days ago 59% | 2 days ago 65% | 2 days ago 77% |
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