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ADI or NXPI or TXN
Which Stock Would AI Choose? Analog Devices (ADI) vs. NXP Semiconductors (NXPI) vs. Texas Instruments (TXN) Stock Comparison
Key Takeaways
- ADI shares trade around $309 with strong Q1 fiscal 2026 revenue growth of 30% year-over-year, though down 10-12% in recent weeks amid valuation concerns.
- NXPI at approximately $191 reflects automotive and industrial strength but faces recent share price weakness, down 17% over the past month.
- TXN near $187 benefits from an 800V power architecture announcement for AI data centers, yet down about 14-16% in recent market activity.
- All three analog semiconductor leaders show year-over-year gains—ADI +51%, NXPI -5% to flat, TXN +4-5%—amid sector recovery in industrial and automotive end-markets.
- Analyst targets suggest upside: ADI ~$367, NXPI ~$254, TXN ~$215, reflecting relative positioning in AI and electrification trends.
Introduction
Analog Devices (ADI), NXP Semiconductors (NXPI), and Texas Instruments (TXN) are leading players in the analog and mixed-signal semiconductor space, powering applications in automotive, industrial, communications, and emerging AI infrastructure. This comparison analyzes their recent market performance, business drivers, and relative strengths amid sector recovery and cyclical demand shifts. Traders seeking momentum in high-growth end-markets and long-term investors focused on stable analog exposure will find insights into valuation sensitivities, growth catalysts, and risk profiles in the current environment.
ADI Overview and Recent Performance
Analog Devices, Inc. (ADI), headquartered in Wilmington, Massachusetts, designs and manufactures high-performance analog, mixed-signal, and digital signal processing integrated circuits for industrial, automotive, communications, and consumer markets. In recent market activity, ADI shares have traded around $309, reflecting a year-to-date gain of about 12% but a pullback of 10-12% over recent weeks. The company reported robust Q1 fiscal 2026 results with 30% year-over-year revenue growth to $3.16 billion and non-GAAP EPS of $2.46, beating expectations, driven by strength across industrial (up 23%), communications (up 41%), and automotive segments. Sentiment has been influenced by normalization of inventory levels and optimism around edge AI and precision sensing, though elevated valuations (forward P/E ~26x) have tempered gains amid broader sector rotation.
NXPI Overview and Recent Performance
NXP Semiconductors N.V. (NXPI), based in Eindhoven, the Netherlands, specializes in secure connectivity solutions for automotive, industrial IoT, mobile, and infrastructure, with key products including microcontrollers, RF devices, and sensors. Shares have hovered near $191, down about 17% in recent weeks but with modest year-to-date advances around 5%. Recent Q4 results showed revenue of $3.34 billion (up 7% year-over-year) and non-GAAP EPS of $3.35, alongside a Q1 guide above consensus at $3.15 billion midpoint, supported by automotive electrification and "physical AI" demand in logistics and robotics. Performance reflects resilience in auto (key market share post-Freescale acquisition) offset by softer communications infrastructure, with analysts noting improving trends despite cyclical pressures.
TXN Overview and Recent Performance
Texas Instruments Incorporated (TXN), a Dallas-based semiconductor pioneer since 1930, focuses on analog and embedded processing chips for industrial, automotive, and personal electronics. Trading around $187, shares are up modestly year-to-date (~8%) but down 14-16% in recent activity. Key recent developments include a complete 800V DC power architecture for next-generation AI data centers in partnership with NVIDIA, targeting efficiency in high-power environments. This bolsters sentiment amid analog segment growth, though broader revenue trends show flat-to-modest expansion, influenced by inventory digestion and end-market recovery in enterprise and communications.
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Head-to-Head Comparison
ADI, NXPI, and TXN share analog/mixed-signal leadership but diverge in focus: ADI excels in precision industrial/comm sensing, NXPI in automotive secure connectivity (stronger EV/radar exposure), and TXN in broad power management/embedded scale. Growth drivers include AI edge computing for ADI, physical AI/auto for NXPI, and data center power for TXN. Recent momentum favors ADI post-earnings, while all face ~10-17% recent drawdowns amid rotation from semis. Risks: cyclical inventory swings hit TXN/ NXPI harder; ADI carries acquisition goodwill. Valuations show ADI at premium forward P/E (~26x), NXPI/ TXN more attractive (~16-35x). Sentiment tilts positive on electrification/AI catalysts, with NXPI most auto-beta exposed.
Tickeron AI Verdict
Tickeron’s AI analysis currently leans toward ADI due to superior trend consistency from recent 30% revenue beat, stable industrial/comms exposure, and higher analyst-implied upside (~18%) versus peers. Its relative positioning in precision AI applications offers probabilistic edge over NXPI’s auto cyclicality and TXN’s slower recovery, though all benefit from sector tailwinds.
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 TXN’s FA Score reflects 4 green FA rating(s).
- ADI’s FA Score: 2 green, 3 red.
- NXPI’s FA Score: 2 green, 3 red.
- TXN’s FA Score: 4 green, 1 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 TXN’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.
- TXN’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 TXN (@Semiconductors) price fluctuated +7.03% 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.
TXN is expected to report earnings on Apr 22, 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 | TXN | |
| Capitalization | 181B | 54.6B | 209B |
| EBITDA | 5.53B | 3.96B | 8.25B |
| Gain YTD | 37.394 | 0.042 | 33.333 |
| P/E Ratio | 67.91 | 27.17 | 42.17 |
| Revenue | 11.8B | 12.3B | 17.7B |
| Total Cash | 4.05B | 2.91B | 4.88B |
| Total Debt | 8.68B | 12.2B | 14B |
ADI | NXPI | TXN | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 82 | 18 | 33 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 46 Fair valued | 12 Undervalued | 14 Undervalued | |
PROFIT vs RISK RATING 1..100 | 12 | 82 | 48 | |
SMR RATING 1..100 | 77 | 43 | 32 | |
PRICE GROWTH RATING 1..100 | 4 | 50 | 8 | |
P/E GROWTH RATING 1..100 | 42 | 23 | 25 | |
SEASONALITY SCORE 1..100 | 65 | 85 | 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.
NXPI's Valuation (12) in the Semiconductors industry is in the same range as TXN (14) and is somewhat better than the same rating for ADI (46). This means that NXPI's stock grew similarly to TXN’s and somewhat faster than 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 TXN (48) and is significantly better than the same rating for NXPI (82). This means that ADI's stock grew somewhat faster than TXN’s and significantly faster than NXPI’s over the last 12 months.
TXN's SMR Rating (32) in the Semiconductors industry is in the same range as NXPI (43) and is somewhat better than the same rating for ADI (77). This means that TXN's stock grew similarly to NXPI’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 TXN (8) and is somewhat better than the same rating for NXPI (50). This means that ADI's stock grew similarly to TXN’s and somewhat faster than NXPI’s over the last 12 months.
NXPI's P/E Growth Rating (23) in the Semiconductors industry is in the same range as TXN (25) and is in the same range as ADI (42). This means that NXPI's stock grew similarly to TXN’s and similarly to ADI’s over the last 12 months.
| ADI | NXPI | TXN | |
|---|---|---|---|
| RSI ODDS (%) | 3 days ago 59% | 3 days ago 69% | 3 days ago 69% |
| Stochastic ODDS (%) | 3 days ago 56% | 3 days ago 70% | 3 days ago 66% |
| Momentum ODDS (%) | 3 days ago 69% | 3 days ago 71% | 3 days ago 55% |
| MACD ODDS (%) | 3 days ago 64% | 3 days ago 72% | 3 days ago 52% |
| TrendWeek ODDS (%) | 3 days ago 61% | 3 days ago 66% | 3 days ago 57% |
| TrendMonth ODDS (%) | 3 days ago 59% | 3 days ago 67% | 3 days ago 52% |
| Advances ODDS (%) | 3 days ago 60% | 3 days ago 63% | 3 days ago 55% |
| Declines ODDS (%) | 5 days ago 56% | 18 days ago 68% | 21 days ago 56% |
| BollingerBands ODDS (%) | 3 days ago 50% | 3 days ago 65% | 3 days ago 69% |
| Aroon ODDS (%) | 3 days ago 59% | 3 days ago 65% | 3 days ago 45% |
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NXPI and
Correlation & Price change
A.I.dvisor indicates that over the last year, NXPI has been closely correlated with MCHPP. These tickers have moved in lockstep 82% of the time. This A.I.-generated data suggests there is a high statistical probability that if NXPI jumps, then MCHPP could also see price increases.
| Ticker / NAME | Correlation To NXPI | 1D Price Change % | ||
|---|---|---|---|---|
| NXPI | 100% | +1.08% | ||
| MCHPP - NXPI | 82% Closely correlated | +2.29% | ||
| ON - NXPI | 79% Closely correlated | +3.85% | ||
| ENTG - NXPI | 78% Closely correlated | +7.46% | ||
| MCHP - NXPI | 78% Closely correlated | +2.46% | ||
| LRCX - NXPI | 77% Closely correlated | +2.54% | ||
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