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AMD or MTSI or ON
Which Stock Would AI Choose? Advanced Micro Devices (AMD) vs. MACOM Technology Solutions (MTSI) vs. ON Semiconductor (ON) Stock Comparison
Key Takeaways
- AMD has shown resilience in recent market activity, buoyed by accelerating data center growth and AI demand, with shares up over 80% in the past year despite YTD softness.
- MTSI leads with strong YTD gains around 36%, driven by robust analog semiconductor demand in telecom and defense, though recent weeks saw volatility.
- ON exhibits relative stability amid sector pressures, with focus on power solutions for automotive and industrial applications, but trails peers in momentum.
- All three benefit from semiconductor tailwinds like AI infrastructure and 5G, yet MTSI outperforms on recent relative performance.
- Market sentiment favors data center exposure, positioning AMD strongly, while valuation sensitivity varies across the group.
Introduction
This stock comparison examines AMD, MTSI, and ON, three key players in the semiconductor sector amid rising demand for AI, data centers, and connectivity solutions. These companies offer distinct exposures: AMD's high-performance computing, MTSI's analog RF components, and ON's power management tech. Traders seeking momentum in growth-oriented semis and investors eyeing relative performance in a volatile market will find value in analyzing their recent trends, sector positioning, and head-to-head metrics for informed stock comparison decisions.
AMD Overview and Recent Performance
Advanced Micro Devices (AMD) is a leading provider of high-performance computing solutions, including CPUs, GPUs, and AI accelerators for data centers, PCs, gaming, and embedded systems. In recent market activity, AMD shares have demonstrated upward momentum, closing around $205 amid broader semiconductor volatility. Key influences include strong data center revenue growth from EPYC processors and Instinct GPUs, alongside expansion into markets like South Korea. Sentiment remains positive on AI tailwinds, with year-over-year gains exceeding 80%, though YTD performance reflects sector-wide pressures. Trading volume has surged on positive analyst notes, underscoring sustained interest in its relative performance.
MTSI Overview and Recent Performance
MACOM Technology Solutions (MTSI) specializes in analog semiconductors for RF, microwave, and lightwave applications, serving telecom, defense, industrial, and data center markets with amplifiers, switches, and subsystems. Recent weeks have seen MTSI shares fluctuate around $237, reflecting volatility after strong quarterly beats but pullbacks in broader semis. Performance drivers include robust demand for 5G infrastructure and optical networks, with YTD returns near 36% and one-year gains over 110%. Elevated trading activity highlights investor focus on its market positioning in high-growth analog segments, despite short-term dips.
ON Overview and Recent Performance
ON Semiconductor (ON), operating as onsemi, delivers intelligent power and sensing solutions for automotive, industrial, and cloud power applications through discrete, modules, and image sensors. In recent market activity, ON shares have traded around $62, showing modest gains amid peer volatility. Influences include steady demand in power management for EVs and industrials, with analyst revisions supporting earnings growth. While one-year returns lag peers, recent upticks reflect resilience, bolstered by Zacks Rank #3 (Hold) status and positive EPS estimate trends.
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Head-to-Head Comparison
AMD, MTSI, and ON operate in semiconductors but diverge in business models: AMD emphasizes scalable compute via CPUs/GPUs, MTSI focuses on niche analog RF for connectivity, and ON prioritizes power efficiency. Growth drivers highlight AMD's AI data center surge versus MTSI's telecom/defense ramps and ON's industrial stability. Recent momentum favors MTSI (36% YTD) over AMD (-6% YTD) and ON (stable but lower), though all face cyclical risks. Sector exposure ties them to AI/5G, with AMD most sensitive to hyperscaler capex, MTSI to defense budgets, and ON to autos. Valuation contrasts show higher multiples for growth leaders, while sentiment leans bullish on AMD catalysts amid trade-offs in scale versus specialization.
Tickeron AI Verdict
Tickeron’s AI currently favors MTSI due to its superior trend consistency, YTD outperformance, and positioning in high-demand analog segments for AI infrastructure and 5G. While AMD offers unmatched scale in data centers and ON provides stability, MTSI's relative momentum and catalysts suggest a higher probability of near-term gains 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).
AMD’s FA Score shows that 1 FA rating(s) are green whileMTSI’s FA Score has 1 green FA rating(s), and ON’s FA Score reflects 2 green FA rating(s).
- AMD’s FA Score: 1 green, 4 red.
- MTSI’s FA Score: 1 green, 4 red.
- ON’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.
AMD’s TA Score shows that 6 TA indicator(s) are bullish while MTSI’s TA Score has 6 bullish TA indicator(s), and ON’s TA Score reflects 5 bullish TA indicator(s).
- AMD’s TA Score: 6 bullish, 4 bearish.
- MTSI’s TA Score: 6 bullish, 4 bearish.
- ON’s TA Score: 5 bullish, 5 bearish.
Price Growth
AMD (@Semiconductors) experienced а +8.80% price change this week, while MTSI (@Semiconductors) price change was +3.95% , and ON (@Semiconductors) price fluctuated +10.13% 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
AMD is expected to report earnings on May 05, 2026.
MTSI is expected to report earnings on Apr 30, 2026.
ON is expected to report earnings on May 04, 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.
| AMD | MTSI | ON | |
| Capitalization | 386B | 18.6B | 26.9B |
| EBITDA | 7.28B | 259M | 888M |
| Gain YTD | 10.497 | 44.623 | 26.482 |
| P/E Ratio | 90.67 | 112.09 | 236.17 |
| Revenue | 34.6B | 1.02B | 6B |
| Total Cash | 10.6B | 768M | 2.55B |
| Total Debt | 3.85B | 531M | 3.01B |
AMD | MTSI | ON | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 27 | 24 | 17 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 76 Overvalued | 82 Overvalued | 87 Overvalued | |
PROFIT vs RISK RATING 1..100 | 42 | 12 | 73 | |
SMR RATING 1..100 | 78 | 58 | 88 | |
PRICE GROWTH RATING 1..100 | 6 | 36 | 7 | |
P/E GROWTH RATING 1..100 | 68 | 53 | 1 | |
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.
AMD's Valuation (76) in the Semiconductors industry is in the same range as MTSI (82) and is in the same range as ON (87). This means that AMD's stock grew similarly to MTSI’s and similarly to ON’s over the last 12 months.
MTSI's Profit vs Risk Rating (12) in the Semiconductors industry is in the same range as AMD (42) and is somewhat better than the same rating for ON (73). This means that MTSI's stock grew similarly to AMD’s and somewhat faster than ON’s over the last 12 months.
MTSI's SMR Rating (58) in the Semiconductors industry is in the same range as AMD (78) and is in the same range as ON (88). This means that MTSI's stock grew similarly to AMD’s and similarly to ON’s over the last 12 months.
AMD's Price Growth Rating (6) in the Semiconductors industry is in the same range as ON (7) and is in the same range as MTSI (36). This means that AMD's stock grew similarly to ON’s and similarly to MTSI’s over the last 12 months.
ON's P/E Growth Rating (1) in the Semiconductors industry is somewhat better than the same rating for MTSI (53) and is significantly better than the same rating for AMD (68). This means that ON's stock grew somewhat faster than MTSI’s and significantly faster than AMD’s over the last 12 months.
| AMD | MTSI | ON | |
|---|---|---|---|
| RSI ODDS (%) | 1 day ago 62% | 1 day ago 90% | 1 day ago 90% |
| Stochastic ODDS (%) | 1 day ago 67% | 1 day ago 69% | 1 day ago 77% |
| Momentum ODDS (%) | 1 day ago 85% | 1 day ago 76% | 1 day ago 79% |
| MACD ODDS (%) | 1 day ago 74% | 1 day ago 77% | 1 day ago 74% |
| TrendWeek ODDS (%) | 1 day ago 77% | 1 day ago 77% | 1 day ago 75% |
| TrendMonth ODDS (%) | 1 day ago 77% | 1 day ago 79% | 1 day ago 75% |
| Advances ODDS (%) | 1 day ago 77% | 1 day ago 74% | 1 day ago 72% |
| Declines ODDS (%) | 11 days ago 76% | 11 days ago 70% | 11 days ago 77% |
| BollingerBands ODDS (%) | 1 day ago 65% | 1 day ago 68% | 1 day ago 80% |
| Aroon ODDS (%) | 1 day ago 78% | 2 days ago 75% | 1 day ago 62% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| KNG | 49.65 | 0.12 | +0.24% |
| FT Cboe Vest S&P 500® Dv Ast Tgt Inc ETF | |||
| IRVH | 19.89 | N/A | N/A |
| Global X Interest Rt Vol & Infl Hdg ETF | |||
| BKF | 42.07 | -0.06 | -0.14% |
| iShares MSCI BIC ETF | |||
| KIE | 56.89 | -0.09 | -0.16% |
| State Street® SPDR® S&P® Insurance ETF | |||
| IONL | 10.12 | -0.63 | -5.86% |
| GraniteShares 2x Long IONQ Daily ETF | |||
AMD and
Correlation & Price change
A.I.dvisor indicates that over the last year, AMD has been closely correlated with LRCX. These tickers have moved in lockstep 75% of the time. This A.I.-generated data suggests there is a high statistical probability that if AMD jumps, then LRCX could also see price increases.
| Ticker / NAME | Correlation To AMD | 1D Price Change % | ||
|---|---|---|---|---|
| AMD | 100% | +2.08% | ||
| LRCX - AMD | 75% Closely correlated | +4.98% | ||
| KLAC - AMD | 71% Closely correlated | +3.28% | ||
| FORM - AMD | 71% Closely correlated | +2.76% | ||
| ENTG - AMD | 71% Closely correlated | +2.34% | ||
| AMAT - AMD | 70% Closely correlated | +3.13% | ||
More | ||||
MTSI and
Correlation & Price change
A.I.dvisor indicates that over the last year, MTSI has been closely correlated with SITM. These tickers have moved in lockstep 71% of the time. This A.I.-generated data suggests there is a high statistical probability that if MTSI jumps, then SITM could also see price increases.
| Ticker / NAME | Correlation To MTSI | 1D Price Change % | ||
|---|---|---|---|---|
| MTSI | 100% | +0.29% | ||
| SITM - MTSI | 71% Closely correlated | +3.05% | ||
| KLAC - MTSI | 70% Closely correlated | +3.28% | ||
| LRCX - MTSI | 70% Closely correlated | +4.98% | ||
| VECO - MTSI | 68% Closely correlated | +2.26% | ||
| AMKR - MTSI | 68% Closely correlated | +5.19% | ||
More | ||||
ON and
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 81% 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.