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ADI or ON or QCOM
Which Stock Would AI Choose? Analog Devices (ADI) vs. ON Semiconductor (ON) vs. QUALCOMM (QCOM) Stock Comparison
Key Takeaways
- ADI has shown strong momentum with shares climbing over 14% in recent three-month periods, driven by AI demand in data centers and industrial applications, outperforming peers.
- ON faces headwinds from inventory gluts and segment declines, with recent monthly drops around 15%, though YTD gains stand at about 8% amid focus on high-margin areas.
- QCOM contends with smartphone market contraction and analyst downgrades, posting YTD declines near 25%, offset by expansions in automotive AI and partnerships.
- All three operate in semiconductors but differ in focus: ADI on analog for edge computing, ON on power/sensing for autos/industrials, and QCOM on wireless/mobile tech.
- Recent analyst actions favor ADI with price target hikes to $400+, while QCOM sees sell ratings amid cyclical risks.
- Semiconductor sector volatility highlights trade-offs in growth drivers, with ADI leading in relative stability and margin expansion.
Introduction
This stock comparison examines ADI, ON, and QCOM, three key players in the semiconductor industry amid rising demand for AI, automotive electrification, and wireless connectivity. These companies provide critical components for data centers, power management, and mobile devices, making them relevant for investors tracking sector rotation and technology trends. Traders focused on relative performance, momentum shifts, and valuation sensitivity in recent market activity will find insights into how macroeconomic factors like AI infrastructure buildout and inventory cycles influence their positioning. This analysis draws on objective metrics to highlight contrasts in recent behavior and market sentiment.
ADI Overview and Recent Performance
Analog Devices (ADI) is a global leader in analog, mixed-signal, and digital signal processing integrated circuits, serving industrial, automotive, communications, and consumer markets. The company bridges physical and digital worlds with solutions for the Intelligent Edge, including AI-enabled sensing and power management. In recent market activity, ADI shares have demonstrated resilience, climbing 14% over three-month spans and trading above key moving averages, signaling bullish trends. Sentiment has been bolstered by strong fiscal Q1 2026 results, with revenue up 30% year-over-year to $3.16 billion and adjusted EPS rising 51% to $2.46, driven by record data center orders and industrial strength. Analysts have raised price targets, with some reaching $400, citing AI demand and margin expansion plans to 74% gross margins. A recent 11% dividend increase to $1.10 per share further supports positive investor confidence, though short-term pullbacks reflect broader chip sector pressures.
ON Overview and Recent Performance
ON Semiconductor (ON), operating as onsemi, specializes in intelligent power and sensing solutions for automotive, industrial, and cloud power applications. Headquartered in Scottsdale, Arizona, it provides semiconductors like image sensors and power management ICs. Recent stock behavior has been mixed, with shares down about 15% over monthly periods amid persistent inventory challenges and segment declines up to 17%. YTD performance shows gains around 8%, but leadership transitions and market pressures have tempered sentiment. Earnings expectations point to 12.73% year-over-year growth, with focus shifting to high-margin areas like automotive and industrial sensing. Quarterly revenue misses in prior periods due to gluts have influenced caution, though strategic refocusing aims to drive recovery in power solutions amid electrification trends.
QCOM Overview and Recent Performance
QUALCOMM (QCOM) develops foundational wireless technologies, including 5G modems, processors, and AI platforms like Snapdragon for mobile, automotive, and IoT. The company licenses IP and supplies chips globally. In recent weeks, QCOM shares have faced pressure, declining around 25% YTD and 5% monthly, linked to a projected 10-15% smartphone market drop and analyst downgrades to Sell. Handset constraints and competition, including potential Apple shifts, have weighed on sentiment, despite record Q1 revenues of $12.25 billion and automotive growth to $1.1 billion. Partnerships in edge AI, autonomous driving with Wayve, and 6G research provide diversification, but cyclical risks in core mobile business dominate recent performance narratives.
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Head-to-Head Comparison
ADI, ON, and QCOM share semiconductor exposure but diverge in business models: ADI's analog focus yields high margins (64.7% recently) for industrial/AI edge, contrasting ON's power/sensing for autos (facing inventory risks) and QCOM's wireless licensing/mobile chips (vulnerable to handset cycles). Growth drivers highlight ADI's data center AI surge versus QCOM's automotive diversification and ON's electrification plays. Recent momentum favors ADI (YTD +13-16%) over ON (+8%) and QCOM (-25%). Risks include cyclical demand for all, with QCOM most exposed to geopolitics/competition and ON to gluts. Valuation sensitivity shows ADI at premium P/E ~57x on stability, while peers trade lower amid sentiment shifts.
Tickeron AI Verdict
Tickeron’s AI currently favors ADI based on superior trend consistency, earnings beats, margin expansion, and relative strength in AI-driven sectors. With bullish technicals above moving averages and analyst upgrades, it shows probabilistic outperformance over ON's recovery potential and QCOM's cyclical headwinds, positioning it strongly in the semiconductor landscape.
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 whileON’s FA Score has 2 green FA rating(s), and QCOM’s FA Score reflects 2 green FA rating(s).
- ADI’s FA Score: 2 green, 3 red.
- ON’s FA Score: 2 green, 3 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 ON’s TA Score has 6 bullish TA indicator(s), and QCOM’s TA Score reflects 5 bullish TA indicator(s).
- ADI’s TA Score: 5 bullish, 5 bearish.
- ON’s TA Score: 6 bullish, 4 bearish.
- QCOM’s TA Score: 5 bullish, 4 bearish.
Price Growth
ADI (@Semiconductors) experienced а +6.09% price change this week, while ON (@Semiconductors) price change was +20.92% , 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.
ON is expected to report earnings on May 04, 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 | ON | QCOM | |
| Capitalization | 181B | 32.7B | 145B |
| EBITDA | 5.53B | 888M | 14.8B |
| Gain YTD | 37.394 | 53.296 | -19.863 |
| P/E Ratio | 67.91 | 286.24 | 27.46 |
| Revenue | 11.8B | 6B | 44.9B |
| Total Cash | 4.05B | 2.55B | 11.8B |
| Total Debt | 8.68B | 3.01B | 14.8B |
ADI | ON | QCOM | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 82 | 42 | 13 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 46 Fair valued | 89 Overvalued | 9 Undervalued | |
PROFIT vs RISK RATING 1..100 | 12 | 67 | 87 | |
SMR RATING 1..100 | 77 | 88 | 43 | |
PRICE GROWTH RATING 1..100 | 4 | 3 | 61 | |
P/E GROWTH RATING 1..100 | 42 | 1 | 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 significantly better than the same rating for ON (89) in the Semiconductors industry. This means that QCOM'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) 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 somewhat faster than ON’s and significantly faster than QCOM’s over the last 12 months.
QCOM's SMR Rating (43) in the Telecommunications Equipment industry is somewhat better than the same rating for ADI (77) in the Semiconductors industry, and is somewhat better than the same rating for ON (88) in the Semiconductors industry. This means that QCOM'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 (4) in the Semiconductors industry, and is somewhat better than the same rating for QCOM (61) in the Telecommunications Equipment industry. This means that ON's stock grew similarly to ADI’s and somewhat faster than QCOM’s over the last 12 months.
ON's P/E Growth Rating (1) in the Semiconductors industry is in the same range as QCOM (14) in the Telecommunications Equipment industry, and is somewhat better than the same rating for ADI (42) in the Semiconductors industry. This means that ON's stock grew similarly to QCOM’s and somewhat faster than ADI’s over the last 12 months.
| ADI | ON | QCOM | |
|---|---|---|---|
| RSI ODDS (%) | 3 days ago 59% | 3 days ago 78% | 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 84% | 3 days ago 60% |
| MACD ODDS (%) | 3 days ago 64% | 3 days ago 72% | 3 days ago 63% |
| TrendWeek ODDS (%) | 3 days ago 61% | 3 days ago 75% | 3 days ago 64% |
| TrendMonth ODDS (%) | 3 days ago 59% | 3 days ago 75% | 3 days ago 67% |
| Advances ODDS (%) | 3 days ago 60% | 3 days ago 72% | 3 days ago 64% |
| Declines ODDS (%) | 5 days ago 56% | 21 days ago 77% | 13 days ago 73% |
| BollingerBands ODDS (%) | 3 days ago 50% | 3 days ago 80% | 3 days ago 68% |
| Aroon ODDS (%) | 3 days ago 59% | 3 days ago 77% | 3 days ago 68% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SOXX | 415.71 | 9.76 | +2.40% |
| iShares Semiconductor ETF | |||
| GRX | 9.28 | 0.08 | +0.87% |
| Gabelli Healthcare & Wellness Trust (The) | |||
| DDTO | 22.28 | 0.10 | +0.47% |
| Innovator Eq Dual Drctnl 10 Buf ETF Oct | |||
| ISHG | 76.12 | 0.19 | +0.25% |
| iShares 1-3 Year International TrsBd ETF | |||
| XHYT | 34.11 | -0.01 | -0.04% |
| BondBloxx US HY Telecm Md Tech Sctr ETF | |||
ADI and
Correlation & Price change
A.I.dvisor indicates that over the last year, ADI has been closely correlated with NXPI. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if ADI jumps, then NXPI could also see price increases.
| Ticker / NAME | Correlation To ADI | 1D Price Change % | ||
|---|---|---|---|---|
| ADI | 100% | +4.99% | ||
| NXPI - ADI | 83% Closely correlated | +1.08% | ||
| MCHP - ADI | 83% Closely correlated | +2.46% | ||
| LRCX - ADI | 79% Closely correlated | +2.54% | ||
| KLAC - ADI | 79% Closely correlated | +3.26% | ||
| ENTG - ADI | 78% Closely correlated | +7.46% | ||
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