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ALAB or ON or QCOM
Which Stock Would AI Choose? Astera Labs (ALAB) vs. ON Semiconductor (ON) vs. QUALCOMM (QCOM) Stock Comparison
Key Takeaways
- Astera Labs (ALAB) leads with strong AI infrastructure demand, posting record FY2025 revenue of $852.5 million, up 115% year-over-year, though shares have pulled back amid valuation concerns.
- ON Semiconductor (ON) shows steady recovery with positive earnings revisions and 6.7% monthly gains, focusing on power and sensing solutions for automotive and industrial markets.
- QUALCOMM (QCOM) benefits from diversification into robotics and 6G, with Q1 FY2026 revenue at $12.25 billion, but faces headwinds from smartphone weakness and trade tensions.
- All three operate in semiconductors, with ALAB most exposed to AI connectivity, ON to analog power, and QCOM to wireless tech.
- Recent momentum favors ALAB on AI hype (87.75% 1-year return), while ON and QCOM lag with 29.60% and 11.00% respectively.
- Valuations vary: ALAB at 97.70 P/E reflects growth premium; QCOM at 27.36 offers relative value.
Introduction
This stock comparison examines Astera Labs (ALAB), ON Semiconductor (ON), and QUALCOMM (QCOM), three semiconductor firms navigating AI-driven demand and sector cyclicality. All provide critical components for cloud, AI infrastructure, power management, and wireless connectivity, making them relevant for traders eyeing relative performance in technology hardware. Investors focused on growth potential versus stability in recent market activity will find insights into price behavior, sentiment shifts, and positioning amid broader semiconductor trends like data center expansion and automotive electrification.
ALAB Overview and Recent Performance
Astera Labs, Inc. (ALAB) specializes in semiconductor-based connectivity solutions for cloud and AI infrastructure, serving hyperscalers and OEMs with high-speed mixed-signal products. Recent market activity has seen shares trade around $119, with a 28.35% YTD gain but pullbacks from 52-week highs near $263 amid premium valuations. Key influences include record FY2025 revenue of $852.5 million, up 115% year-over-year, driven by Scorpio fabric expansions and partnerships like a significant Amazon agreement. Q4 revenue hit $270.6 million, beating estimates, though margin concerns and a CFO transition tempered sentiment. Analyst buy ratings highlight AI supercycle potential, boosting relative performance despite volatility.
ON Overview and Recent Performance
ON Semiconductor Corporation (ON) delivers intelligent power and sensing solutions, targeting automotive, industrial, and AI data center applications through segments like Power Solutions and Analog & Mixed-Signal. Shares hover near $57, reflecting 5.02% YTD and 29.60% one-year returns, with recent 6.7% monthly gains amid positive earnings revisions. Performance has been shaped by Q4 revenue of $1.53 billion and EPS of $0.64, meeting expectations despite year-over-year declines, alongside focus on higher-margin growth and cash generation. Analyst upgrades, including Deutsche Bank price target hikes, signal momentum, though industrial demand sensitivity weighs on sentiment in recent weeks.
QCOM Overview and Recent Performance
QUALCOMM Incorporated (QCOM) develops wireless technologies, including Snapdragon platforms for mobile, automotive, IoT, and AI edge computing. Trading around $136, shares show 20.16% YTD but modest 11.00% annual gains, lagging peers amid smartphone inventory pressures. Recent drivers include Q1 FY2026 revenue of $12.25 billion, up year-over-year with record automotive and handset sales, and EPS of $3.50 beating estimates. Expansions into robotics via Dragonwing processors and AI-native 6G initiatives have spurred partnerships, though U.S.-China trade issues and cautious guidance have softened sentiment in recent market activity.
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Head-to-Head Comparison
Astera Labs (ALAB), ON Semiconductor (ON), and QUALCOMM (QCOM) share semiconductor exposure but diverge in models: ALAB focuses on AI connectivity fabrics, ON on power/sensing for autos/industrials, and QCOM on wireless modems/licensing. Growth drivers contrast—ALAB's hyperscaler ramps versus QCOM's diversification and ON's margin recovery. Recent momentum favors ALAB (87.75% 1Y), but risks include high P/E (97.70) and volatility; ON offers stability amid cycles, while QCOM faces trade/geopolitical pressures. Valuation sensitivity is acute for growth-oriented ALAB, with QCOM (27.36 P/E) more resilient; sentiment tilts positive on AI catalysts across all, balancing trade-offs in sector exposure.
Tickeron AI Verdict
Tickeron’s AI currently favors Astera Labs (ALAB) due to superior trend consistency in AI infrastructure, evidenced by 115% revenue growth and hyperscaler design wins, positioning it strongly amid data center expansion. While ON provides stability and QCOM broader catalysts, ALAB's relative momentum and sector tailwinds suggest higher probabilistic outperformance in the near term, barring valuation resets.
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).
ALAB’s FA Score shows that 1 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).
- ALAB’s FA Score: 1 green, 4 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.
ALAB’s TA Score shows that 5 TA indicator(s) are bullish while ON’s TA Score has 5 bullish TA indicator(s), and QCOM’s TA Score reflects 5 bullish TA indicator(s).
- ALAB’s TA Score: 5 bullish, 3 bearish.
- ON’s TA Score: 5 bullish, 5 bearish.
- QCOM’s TA Score: 5 bullish, 2 bearish.
Price Growth
ALAB (@Semiconductors) experienced а +10.52% price change this week, while ON (@Semiconductors) price change was +10.13% , and QCOM (@Semiconductors) price fluctuated +0.75% for the same time period.
The average weekly price growth across all stocks in the @Semiconductors industry was +5.71%. For the same industry, the average monthly price growth was +5.17%, and the average quarterly price growth was +16.74%.
Reported Earning Dates
ALAB is expected to report earnings on May 05, 2026.
ON is expected to report earnings on May 04, 2026.
QCOM is expected to report earnings on Apr 29, 2026.
Industries' Descriptions
@Semiconductors (+5.71% 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.
| ALAB | ON | QCOM | |
| Capitalization | 22B | 26.9B | 136B |
| EBITDA | 180M | 888M | 14.8B |
| Gain YTD | -22.181 | 26.482 | -24.835 |
| P/E Ratio | 106.11 | 236.17 | 25.76 |
| Revenue | 853M | 6B | 44.9B |
| Total Cash | 1.19B | 2.55B | 11.8B |
| Total Debt | 4.15M | 3.01B | 14.8B |
ON | QCOM | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 17 | 53 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 87 Overvalued | 8 Undervalued | |
PROFIT vs RISK RATING 1..100 | 73 | 89 | |
SMR RATING 1..100 | 88 | 42 | |
PRICE GROWTH RATING 1..100 | 7 | 63 | |
P/E GROWTH RATING 1..100 | 1 | 16 | |
SEASONALITY SCORE 1..100 | 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 (8) in the Telecommunications Equipment industry is significantly better than the same rating for ON (87) in the Semiconductors industry. This means that QCOM’s stock grew significantly faster than ON’s over the last 12 months.
ON's Profit vs Risk Rating (73) in the Semiconductors industry is in the same range as QCOM (89) in the Telecommunications Equipment industry. This means that ON’s stock grew similarly to QCOM’s over the last 12 months.
QCOM's SMR Rating (42) in the Telecommunications Equipment industry is somewhat better than the same rating for ON (88) in the Semiconductors industry. This means that QCOM’s stock grew somewhat faster than ON’s over the last 12 months.
ON's Price Growth Rating (7) in the Semiconductors industry is somewhat better than the same rating for QCOM (63) in the Telecommunications Equipment industry. This means that ON’s stock grew 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 (16) in the Telecommunications Equipment industry. This means that ON’s stock grew similarly to QCOM’s over the last 12 months.
| ALAB | ON | QCOM | |
|---|---|---|---|
| RSI ODDS (%) | 1 day ago 82% | 1 day ago 90% | 1 day ago 75% |
| Stochastic ODDS (%) | 1 day ago 76% | 1 day ago 77% | 1 day ago 64% |
| Momentum ODDS (%) | 1 day ago 83% | 1 day ago 79% | N/A |
| MACD ODDS (%) | 1 day ago 90% | 1 day ago 74% | 1 day ago 60% |
| TrendWeek ODDS (%) | 1 day ago 88% | 1 day ago 75% | 1 day ago 64% |
| TrendMonth ODDS (%) | 1 day ago 90% | 1 day ago 75% | 1 day ago 67% |
| Advances ODDS (%) | 1 day ago 88% | 1 day ago 72% | 1 day ago 64% |
| Declines ODDS (%) | 12 days ago 82% | 12 days ago 77% | 4 days ago 73% |
| BollingerBands ODDS (%) | 1 day ago 69% | 1 day ago 80% | 1 day ago 76% |
| Aroon ODDS (%) | 1 day ago 85% | 1 day ago 62% | 1 day ago 69% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| OVS | 38.34 | 0.28 | +0.74% |
| Overlay Shares Small Cap Equity ETF | |||
| LEMB | 41.97 | 0.10 | +0.24% |
| iShares JP Morgan EM Local Ccy Bd ETF | |||
| LDSF | 19.01 | N/A | +0.02% |
| First Trust Low Dur Strat Foc ETF | |||
| EFV | 77.55 | -0.17 | -0.22% |
| iShares MSCI EAFE Value ETF | |||
| FIVY | 23.81 | -0.30 | -1.22% |
| YieldMax Dorsey Wright Hybrid 5 Inc ETF | |||
ALAB and
Correlation & Price change
A.I.dvisor indicates that over the last year, ALAB has been loosely correlated with CRDO. These tickers have moved in lockstep 65% of the time. This A.I.-generated data suggests there is some statistical probability that if ALAB jumps, then CRDO could also see price increases.
| Ticker / NAME | Correlation To ALAB | 1D Price Change % | ||
|---|---|---|---|---|
| ALAB | 100% | +3.19% | ||
| CRDO - ALAB | 65% Loosely correlated | -2.07% | ||
| VECO - ALAB | 55% Loosely correlated | +2.26% | ||
| AVGO - ALAB | 55% Loosely correlated | +1.22% | ||
| AMBA - ALAB | 54% Loosely correlated | +0.56% | ||
| LRCX - ALAB | 53% Loosely correlated | +4.98% | ||
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