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AMD or MRVL or TXN
Which Stock Would AI Choose? Advanced Micro Devices (AMD) vs. Marvell Technology (MRVL) vs. Texas Instruments (TXN) Stock Comparison
Key Takeaways
- AMD leads in market cap at approximately $320 billion with record 2025 revenue of $34.6 billion, driven by 32% data center growth, but YTD down ~8% amid sector volatility.
- MRVL shows strong AI momentum with Q4 FY2026 revenue up 22% to $2.22 billion (data center 74% of total), YTD up ~3%, and recent Nvidia partnership boosting sentiment.
- TXN offers stability as analog leader with Q4 2025 revenue up 10% to $4.42 billion, YTD up ~8%, and consistent shareholder returns via dividends and buybacks.
- All three face semiconductor cyclicality, but AMD and MRVL have higher AI exposure versus TXN's diversified industrial/automotive focus.
- Recent weeks saw pullbacks: AMD -3%, MRVL -7%, TXN -2%, reflecting broader market pressures on chips.
- Valuations differ: AMD P/E ~77, MRVL ~29, TXN ~35, highlighting growth premiums for AI plays.
Introduction
This comparison examines AMD, MRVL, and TXN, three key semiconductor players navigating AI demand, cyclical recovery, and sector headwinds. AMD focuses on high-performance computing, MRVL on data infrastructure, and TXN on analog chips. Traders seeking growth in AI/data centers and investors prioritizing stability in diversified end-markets will find insights into relative performance, momentum, and positioning amid recent market activity.
AMD Overview and Recent Performance
Advanced Micro Devices (AMD) designs semiconductors for data centers, client devices, gaming, and embedded systems. Its segments include Data Center (EPYC CPUs, Instinct GPUs), Client & Gaming (Ryzen processors, Radeon GPUs), and Embedded. In FY2025, revenue hit a record $34.6 billion, up 34% year-over-year, with Data Center at $16.6 billion (up 32%) fueled by AI accelerator demand. Q4 revenue reached $10.27 billion, up 34%, with analysts projecting 32% EPS growth. Recent market activity pressured shares down ~3% in a session and ~8% YTD, underperforming amid cautious semiconductor sentiment, though long-term AI catalysts like partnerships sustain interest.
MRVL Overview and Recent Performance
Marvell Technology (MRVL) specializes in data infrastructure semiconductors, including Ethernet solutions, processors, interconnects, and storage controllers for data centers, networking, and enterprise. End markets split into data center (74% of recent revenue) and communications/other. Q4 FY2026 revenue hit a record $2.22 billion, up 22% year-over-year, with non-GAAP gross margin at 59%; full-year growth was robust at AI-driven custom chips. A Nvidia $2 billion investment sparked surges, but recent weeks saw ~7% declines amid volatility. YTD up ~3%, shares reflect AI optimism balanced by high beta (1.99) and sector swings.
TXN Overview and Recent Performance
Texas Instruments (TXN) leads in analog and embedded processing chips for industrial, automotive, and communications. Segments: Analog (79% of 2025 revenue at $14 billion), Embedded Processing (15%), and Other. Q4 2025 revenue was $4.42 billion, up 10% year-over-year, with net income $1.16 billion; full-year emphasized shareholder returns via dividends (22-year streak) and buybacks (47% share reduction since 2004). Recent performance steady with YTD ~8% gains, though shares dipped ~2% lately on broader pressures; focus on free cash flow per share supports defensive appeal in cyclical markets.
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Head-to-Head Comparison
AMD ($320B market cap) emphasizes high-performance CPUs/GPUs with data center growth, contrasting MRVL ($77B)'s networking/interconnects and TXN ($170B)'s analog stability. Growth drivers favor AMD/MRVL AI ramps (AMD 32% DC growth, MRVL 74% DC revenue) over TXN's industrial/auto (75% core). Recent momentum mixed: MRVL post-earnings surges, AMD/TXN steadier but recent dips. Risks higher for growth duo (AMD/MRVL beta >1.5, cyclical AI hype) vs TXN's lower volatility and dividends. Sector exposure: all semiconductors, but TXN less AI-sensitive. Valuations reflect: AMD premium P/E (~77) on scale, MRVL/TXN moderate (~29-35). Sentiment leans bullish on AI for AMD/MRVL, balanced for TXN's cash flow.
Tickeron AI Verdict
Tickeron’s AI currently favors MRVL due to consistent trend strength in data center/AI (74% revenue, 22% growth), recent catalysts like Nvidia ties, and relative stability versus AMD's volatility, while outperforming TXN in momentum. Probabilistic edge stems from positioning in multi-year AI infrastructure buildout.
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 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).
AMD’s FA Score shows that 1 FA rating(s) are green whileMRVL’s FA Score has 1 green FA rating(s), and TXN’s FA Score reflects 4 green FA rating(s).
- AMD’s FA Score: 1 green, 4 red.
- MRVL’s FA Score: 1 green, 4 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.
AMD’s TA Score shows that 5 TA indicator(s) are bullish while MRVL’s TA Score has 3 bullish TA indicator(s), and TXN’s TA Score reflects 6 bullish TA indicator(s).
- AMD’s TA Score: 5 bullish, 4 bearish.
- MRVL’s TA Score: 3 bullish, 4 bearish.
- TXN’s TA Score: 6 bullish, 4 bearish.
Price Growth
AMD (@Semiconductors) experienced а +13.61% price change this week, while MRVL (@Semiconductors) price change was +8.72% , 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
AMD is expected to report earnings on May 05, 2026.
MRVL is expected to report earnings on May 21, 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.
| AMD | MRVL | TXN | |
| Capitalization | 454B | 122B | 209B |
| EBITDA | 7.28B | 4.54B | 8.25B |
| Gain YTD | 29.992 | 64.580 | 33.333 |
| P/E Ratio | 106.66 | 45.50 | 42.17 |
| Revenue | 34.6B | 8.2B | 17.7B |
| Total Cash | 10.6B | 2.64B | 4.88B |
| Total Debt | 3.85B | 4.79B | 14B |
AMD | MRVL | TXN | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 34 | 33 | 22 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 78 Overvalued | 71 Overvalued | 14 Undervalued | |
PROFIT vs RISK RATING 1..100 | 35 | 42 | 48 | |
SMR RATING 1..100 | 79 | 45 | 32 | |
PRICE GROWTH RATING 1..100 | 3 | 35 | 13 | |
P/E GROWTH RATING 1..100 | 40 | 29 | 25 | |
SEASONALITY SCORE 1..100 | 50 | 50 | 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.
TXN's Valuation (14) in the Semiconductors industry is somewhat better than the same rating for MRVL (71) and is somewhat better than the same rating for AMD (78). This means that TXN's stock grew somewhat faster than MRVL’s and somewhat faster than AMD’s over the last 12 months.
AMD's Profit vs Risk Rating (35) in the Semiconductors industry is in the same range as MRVL (42) and is in the same range as TXN (48). This means that AMD's stock grew similarly to MRVL’s and similarly to TXN’s over the last 12 months.
TXN's SMR Rating (32) in the Semiconductors industry is in the same range as MRVL (45) and is somewhat better than the same rating for AMD (79). This means that TXN's stock grew similarly to MRVL’s and somewhat faster than AMD’s over the last 12 months.
AMD's Price Growth Rating (3) in the Semiconductors industry is in the same range as TXN (13) and is in the same range as MRVL (35). This means that AMD's stock grew similarly to TXN’s and similarly to MRVL’s over the last 12 months.
TXN's P/E Growth Rating (25) in the Semiconductors industry is in the same range as MRVL (29) and is in the same range as AMD (40). This means that TXN's stock grew similarly to MRVL’s and similarly to AMD’s over the last 12 months.
| AMD | MRVL | TXN | |
|---|---|---|---|
| RSI ODDS (%) | 2 days ago 76% | 2 days ago 67% | 2 days ago 69% |
| Stochastic ODDS (%) | 2 days ago 75% | 2 days ago 78% | 2 days ago 66% |
| Momentum ODDS (%) | 2 days ago 76% | 2 days ago 82% | 2 days ago 55% |
| MACD ODDS (%) | N/A | N/A | 2 days ago 52% |
| TrendWeek ODDS (%) | 2 days ago 77% | 2 days ago 79% | 2 days ago 57% |
| TrendMonth ODDS (%) | 2 days ago 77% | 2 days ago 82% | 2 days ago 52% |
| Advances ODDS (%) | 2 days ago 77% | 4 days ago 76% | 2 days ago 55% |
| Declines ODDS (%) | 20 days ago 76% | 20 days ago 73% | 20 days ago 56% |
| BollingerBands ODDS (%) | 2 days ago 65% | 2 days ago 74% | 2 days ago 69% |
| Aroon ODDS (%) | 2 days ago 78% | 2 days ago 85% | 2 days ago 45% |
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MRVL and
Correlation & Price change
A.I.dvisor indicates that over the last year, MRVL has been loosely correlated with LRCX. These tickers have moved in lockstep 65% of the time. This A.I.-generated data suggests there is some statistical probability that if MRVL jumps, then LRCX could also see price increases.
| Ticker / NAME | Correlation To MRVL | 1D Price Change % | ||
|---|---|---|---|---|
| MRVL | 100% | +4.74% | ||
| LRCX - MRVL | 65% Loosely correlated | +2.54% | ||
| ENTG - MRVL | 64% Loosely correlated | +7.46% | ||
| TOELY - MRVL | 63% Loosely correlated | +0.15% | ||
| KLAC - MRVL | 61% Loosely correlated | +3.26% | ||
| KLIC - MRVL | 61% Loosely correlated | +2.79% | ||
More | ||||
TXN and
Correlation & Price change
A.I.dvisor indicates that over the last year, TXN has been closely correlated with MCHP. These tickers have moved in lockstep 82% of the time. This A.I.-generated data suggests there is a high statistical probability that if TXN jumps, then MCHP could also see price increases.
| Ticker / NAME | Correlation To TXN | 1D Price Change % | ||
|---|---|---|---|---|
| TXN | 100% | +3.01% | ||
| MCHP - TXN | 82% Closely correlated | +2.46% | ||
| MCHPP - TXN | 78% Closely correlated | +2.32% | ||
| NXPI - TXN | 75% Closely correlated | +1.08% | ||
| ADI - TXN | 74% Closely correlated | +4.99% | ||
| ON - TXN | 70% Closely correlated | +3.85% | ||
More | ||||