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ADI or ON or TXN
Which Stock Would AI Choose? Analog Devices (ADI) vs. onsemi (ON) vs. Texas Instruments (TXN) Stock Comparison
Key Takeaways
- Analog Devices (ADI) delivered record fiscal Q2 2026 revenue of $3.62 billion, reflecting 37% year-over-year growth driven by industrial and communications demand.
- onsemi (ON) is scheduled to report Q2 2026 results on August 3, 2026, following Q1 revenue of $1.513 billion and ongoing manufacturing divestitures under its Fab Right strategy.
- Texas Instruments (TXN) maintains a larger revenue base and scale advantages in analog semiconductors, with recent comparisons noting stronger year-to-date performance in certain periods relative to peers.
- All three companies operate in the analog and mixed-signal semiconductor space, with exposure to industrial, automotive, and communications end markets amid varying levels of AI-related demand.
- Recent market activity shows ADI completing the acquisition of Empower Semiconductor in July 2026, while ON focuses on operational restructuring and TXN emphasizes cost-efficient manufacturing.
- Valuation and momentum metrics differ across the group, with contrasts in growth rates, margins, and analyst targets influencing relative positioning.
Introduction
Analog Devices (ADI), onsemi (ON), and Texas Instruments (TXN) represent established players in the analog semiconductor sector, each with distinct business models and market exposures. This comparison examines their recent performance, operational developments, and positioning within the broader technology supply chain. Institutional investors, portfolio managers, and active traders evaluating semiconductor holdings or sector rotation strategies may find the analysis relevant for assessing relative strengths in growth, stability, and end-market dynamics during the current environment.
ADI Overview and Recent Performance
Analog Devices (ADI) designs and manufactures high-performance analog, mixed-signal, and digital signal processing integrated circuits serving industrial, automotive, communications, and consumer markets. In recent weeks, the company reported record fiscal second-quarter 2026 results, with revenue reaching $3.62 billion, up 37% year-over-year, supported by broad-based growth across end markets and particular strength in industrial and communications segments. Operational efficiency remained solid, contributing to elevated operating margins. Market sentiment has been influenced by the July 2026 completion of the Empower Semiconductor acquisition, which expands ADI’s power management capabilities. Broader market activity reflects continued investor focus on AI data center and industrial automation trends affecting the stock’s trajectory.
ON Overview and Recent Performance
onsemi (ON) specializes in intelligent power and sensing technologies, with a portfolio targeting automotive, industrial, and cloud power applications. Recent market activity centers on the company’s Fab Right manufacturing strategy, including July 2026 agreements to divest two facilities aimed at optimizing its global footprint. The firm reported first-quarter 2026 revenue of $1.513 billion, accompanied by operating income growth that outpaced revenue expansion. With second-quarter 2026 results slated for release on August 3, 2026, attention remains on upcoming margin trends and demand signals in automotive and industrial channels. Sentiment in recent weeks has been shaped by restructuring efforts and positioning for efficiency gains amid evolving supply-chain dynamics.
TXN Overview and Recent Performance
Texas Instruments (TXN) is a leading provider of analog and embedded processing semiconductors, serving industrial, automotive, personal electronics, and communications markets through a vertically integrated model. In recent market activity, the company has been noted in peer comparisons for its scale, cash generation, and dividend history. Performance discussions often highlight year-to-date returns that have exceeded certain semiconductor peers in select periods, supported by manufacturing cost advantages. Broader sector sentiment around inventory levels and end-market recovery has influenced positioning, with ongoing emphasis on long-term capital allocation and exposure to stable industrial demand.
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Head-to-Head Comparison
Analog Devices (ADI), onsemi (ON), and Texas Instruments (TXN) share semiconductor sector exposure yet differ in scale, focus, and execution. ADI emphasizes high-performance signal-chain solutions with recent revenue acceleration and acquisition-driven expansion in power management. ON pursues targeted manufacturing optimization through divestitures while preparing updated quarterly results, reflecting a focus on margin improvement in power and sensing. TXN leverages broader scale and owned fabrication capacity, often cited for cost discipline and consistent cash returns. Growth drivers vary, with ADI showing pronounced recent top-line gains, ON highlighting operational leverage, and TXN benefiting from diversified end-market stability. Risk factors include cyclical semiconductor demand, inventory adjustments, and valuation sensitivity to interest rates, while market sentiment reflects differing momentum profiles across the trio.
Tickeron AI Verdict
Based on observable factors such as recent earnings consistency, acquisition catalysts, and relative momentum signals, Tickeron’s AI would currently assign a modestly higher probability of favorable positioning to Analog Devices (ADI) among the three, owing to its demonstrated revenue expansion and strategic portfolio enhancement in recent periods. Texas Instruments (TXN) offers scale advantages that support stability considerations, while onsemi (ON) presents restructuring-driven opportunities pending its upcoming results. The assessment remains probabilistic and subject to evolving market data.
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.
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 1 FA rating(s) are green whileON’s FA Score has 1 green FA rating(s), and TXN’s FA Score reflects 3 green FA rating(s).
- ADI’s FA Score: 1 green, 4 red.
- ON’s FA Score: 1 green, 4 red.
- TXN’s FA Score: 3 green, 2 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 2 TA indicator(s) are bullish while ON’s TA Score has 4 bullish TA indicator(s), and TXN’s TA Score reflects 2 bullish TA indicator(s).
- ADI’s TA Score: 2 bullish, 6 bearish.
- ON’s TA Score: 4 bullish, 5 bearish.
- TXN’s TA Score: 2 bullish, 6 bearish.
Price Growth
ADI (@Semiconductors) experienced а -0.93% price change this week, while ON (@Semiconductors) price change was -0.64% , and TXN (@Semiconductors) price fluctuated -1.56% for the same time period.
The average weekly price growth across all stocks in the @Semiconductors industry was -1.99%. For the same industry, the average monthly price growth was -15.50%, and the average quarterly price growth was +36.88%.
Reported Earning Dates
ADI is expected to report earnings on Aug 19, 2026.
ON is expected to report earnings on Aug 03, 2026.
TXN is expected to report earnings on Oct 27, 2026.
Industries' Descriptions
@Semiconductors (-1.99% 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 | TXN | |
| Capitalization | 181B | 33.8B | 255B |
| EBITDA | 6.23B | 1.52B | 8.82B |
| Gain YTD | 37.923 | 60.314 | 63.026 |
| P/E Ratio | 55.34 | 63.83 | 42.49 |
| Revenue | 12.7B | 6.06B | 18.4B |
| Total Cash | 3.44B | 2.4B | 5.1B |
| Total Debt | 8.69B | 3.01B | 14B |
ADI | ON | TXN | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 50 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 56 Fair valued | 55 Fair valued | 70 Overvalued | |
PROFIT vs RISK RATING 1..100 | 12 | 63 | 30 | |
SMR RATING 1..100 | 73 | 79 | 31 | |
PRICE GROWTH RATING 1..100 | 47 | 53 | 43 | |
P/E GROWTH RATING 1..100 | 61 | 16 | 31 | |
SEASONALITY SCORE 1..100 | 50 | 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.
ON's Valuation (55) in the Semiconductors industry is in the same range as ADI (56) and is in the same range as TXN (70). This means that ON's stock grew similarly to ADI’s and similarly to TXN’s over the last 12 months.
ADI's Profit vs Risk Rating (12) in the Semiconductors industry is in the same range as TXN (30) and is somewhat better than the same rating for ON (63). This means that ADI's stock grew similarly to TXN’s and somewhat faster than ON’s over the last 12 months.
TXN's SMR Rating (31) in the Semiconductors industry is somewhat better than the same rating for ADI (73) and is somewhat better than the same rating for ON (79). This means that TXN's stock grew somewhat faster than ADI’s and somewhat faster than ON’s over the last 12 months.
TXN's Price Growth Rating (43) in the Semiconductors industry is in the same range as ADI (47) and is in the same range as ON (53). This means that TXN's stock grew similarly to ADI’s and similarly to ON’s over the last 12 months.
ON's P/E Growth Rating (16) in the Semiconductors industry is in the same range as TXN (31) and is somewhat better than the same rating for ADI (61). This means that ON's stock grew similarly to TXN’s and somewhat faster than ADI’s over the last 12 months.
| ADI | ON | TXN | |
|---|---|---|---|
| RSI ODDS (%) | N/A | N/A | N/A |
| Stochastic ODDS (%) | 4 days ago 60% | 4 days ago 77% | 4 days ago 62% |
| Momentum ODDS (%) | 4 days ago 62% | 4 days ago 83% | 4 days ago 67% |
| MACD ODDS (%) | 4 days ago 58% | 4 days ago 78% | 4 days ago 60% |
| TrendWeek ODDS (%) | 4 days ago 59% | 4 days ago 75% | 4 days ago 61% |
| TrendMonth ODDS (%) | 4 days ago 62% | 4 days ago 74% | 4 days ago 58% |
| Advances ODDS (%) | 6 days ago 63% | 6 days ago 75% | 6 days ago 59% |
| Declines ODDS (%) | 4 days ago 54% | 4 days ago 76% | 4 days ago 57% |
| BollingerBands ODDS (%) | N/A | 4 days ago 79% | 6 days ago 64% |
| Aroon ODDS (%) | 4 days ago 66% | 4 days ago 67% | N/A |
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Correlation & Price change
A.I.dvisor indicates that over the last year, ON has been closely correlated with MCHP. These tickers have moved in lockstep 76% of the time. This A.I.-generated data suggests there is a high statistical probability that if ON jumps, then MCHP could also see price increases.