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AMD or QCOM or TXN
Which Stock Would AI Choose? Advanced Micro Devices (AMD) vs. Qualcomm (QCOM) vs. Texas Instruments (TXN) Stock Comparison
Key Takeaways
- AMD leads with strong AI partnerships like Meta and OpenAI, driving data center growth, though YTD down ~6% amid sector volatility.
- QCOM faces headwinds from analyst downgrades and smartphone weakness, with YTD decline of ~24%, offset by $20B buyback and robotics focus.
- TXN shows relative stability, up ~8% YTD, bolstered by new 800V AI data center power architecture with NVIDIA, despite recent pullback.
- All three operate in semiconductors but differ: AMD in high-performance AI GPUs/CPUs, QCOM in mobile/AI edge, TXN in analog/power management.
- Valuations vary: AMD P/E ~77, QCOM ~26, TXN ~29; market caps ~$328B, $139B, $170B respectively.
- Recent momentum favors TXN for stability, while AMD offers AI upside potential in current market positioning.
Introduction
This stock comparison examines AMD, QCOM, and TXN, three key players in the semiconductor sector amid rising AI and data center demand. Advanced Micro Devices (AMD) focuses on high-performance computing, Qualcomm (QCOM) on mobile and edge AI, and Texas Instruments (TXN) on analog chips and power solutions. Traders seeking growth in AI infrastructure or investors eyeing relative stability in cyclical semis will find value in analyzing their recent performance, valuations, and catalysts. With sector volatility from supply constraints and competition, this head-to-head highlights relative strengths for informed positioning in today's market environment.
AMD Overview and Recent Performance
Advanced Micro Devices (AMD), a leader in CPUs, GPUs, and AI accelerators, has strengthened its position through strategic AI partnerships. Recent weeks saw expansions with Meta for multi-year AI chip supply and Samsung for next-gen memory, alongside involvement in optical AI standards via the OCI group. These developments bolster data center growth, with Instinct GPUs powering hyperscale AI infrastructure. Stock behavior reflects sector pressures, down ~2% recently and ~6% YTD at ~$201/share (market cap ~$328B), yet up 88% over the past year. Sentiment remains positive on AI tailwinds, despite elevated P/E ~77, as partnerships signal sustained momentum in high-performance computing.
QCOM Overview and Recent Performance
Qualcomm (QCOM) specializes in wireless technologies, mobile chipsets, and emerging AI/robotics platforms. Recent market activity includes a $20B stock repurchase authorization and dividend hike, signaling confidence amid challenges. However, analyst downgrades, like Seaport's Sell rating with $100 target, cite smartphone weakness and memory crunches. Stock has declined ~1% recently, ~24% YTD at ~$130/share (market cap ~$139B), underperforming peers with 1-year return ~-16%. Focus shifts to AI edge computing and automotive, but competition and sector headwinds have tempered sentiment, with P/E ~26 offering relative value.
TXN Overview and Recent Performance
Texas Instruments (TXN), a premier analog and embedded processor maker, emphasizes power management for industrial and automotive applications. Key recent development: unveiling 800V DC power architecture for AI data centers, aligned with NVIDIA's reference design, targeting efficiency in hyperscale racks. This positions TXN in AI infrastructure growth. Shares dipped ~1% recently, down ~16% over past month but up ~8% YTD at ~$187/share (market cap ~$170B), with 1-year gain ~8%. Pullback from February highs reflects broader semi caution, yet stability and dividends support sentiment, P/E ~29.
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Head-to-Head Comparison
Business models: AMD excels in discrete high-end AI GPUs/CPUs for data centers; QCOM integrates modems/AI into mobile SoCs; TXN dominates analog/power ICs for broad applications.Growth drivers: AMD's Meta/OpenAI deals fuel AI acceleration; QCOM eyes robotics/automotive diversification; TXN's 800V architecture taps data center power needs.Recent momentum: TXN most stable YTD (+8%), AMD volatile but 1Y leader (+88%), QCOM lags (-24% YTD).Risk factors: AMD faces Nvidia rivalry; QCOM smartphone exposure/downgrades; TXN cyclical industrials.Sector exposure: All semis, but AMD data center heavy, QCOM wireless/edge, TXN diversified analog.Valuation sensitivity: QCOM/TXN cheaper P/E (26-29) vs AMD's 77, sensitive to growth realization.Market sentiment: AMD bullish on AI catalysts; QCOM cautious; TXN steady on innovation.
Tickeron AI Verdict
Tickeron’s AI currently favors AMD for its consistent AI trend positioning, hyperscale partnerships like Meta, and relative strength in data center momentum versus peers' headwinds. Probabilistic edge stems from observable catalysts and 1Y outperformance, though volatility warrants caution; TXN offers stability alternative amid QCOM's pressures.
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 whileQCOM’s FA Score has 2 green FA rating(s), and TXN’s FA Score reflects 4 green FA rating(s).
- AMD’s FA Score: 1 green, 4 red.
- QCOM’s FA Score: 2 green, 3 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 QCOM’s TA Score has 5 bullish TA indicator(s), and TXN’s TA Score reflects 6 bullish TA indicator(s).
- AMD’s TA Score: 5 bullish, 4 bearish.
- QCOM’s TA Score: 5 bullish, 4 bearish.
- TXN’s TA Score: 6 bullish, 4 bearish.
Price Growth
AMD (@Semiconductors) experienced а +13.61% price change this week, while QCOM (@Semiconductors) price change was +6.36% , 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.
QCOM is expected to report earnings on Apr 29, 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 | QCOM | TXN | |
| Capitalization | 454B | 145B | 209B |
| EBITDA | 7.28B | 14.8B | 8.25B |
| Gain YTD | 29.992 | -19.863 | 33.333 |
| P/E Ratio | 106.66 | 27.46 | 42.17 |
| Revenue | 34.6B | 44.9B | 17.7B |
| Total Cash | 10.6B | 11.8B | 4.88B |
| Total Debt | 3.85B | 14.8B | 14B |
AMD | QCOM | TXN | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 48 | 13 | 33 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 78 Overvalued | 9 Undervalued | 14 Undervalued | |
PROFIT vs RISK RATING 1..100 | 35 | 87 | 48 | |
SMR RATING 1..100 | 79 | 43 | 32 | |
PRICE GROWTH RATING 1..100 | 3 | 61 | 8 | |
P/E GROWTH RATING 1..100 | 40 | 14 | 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.
QCOM's Valuation (9) in the Telecommunications Equipment industry is in the same range as TXN (14) in the Semiconductors industry, and is significantly better than the same rating for AMD (78) in the Semiconductors industry. This means that QCOM's stock grew similarly to TXN’s and significantly 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 TXN (48) in the Semiconductors industry, and is somewhat better than the same rating for QCOM (87) in the Telecommunications Equipment industry. This means that AMD's stock grew similarly to TXN’s and somewhat faster than QCOM’s over the last 12 months.
TXN's SMR Rating (32) in the Semiconductors industry is in the same range as QCOM (43) in the Telecommunications Equipment industry, and is somewhat better than the same rating for AMD (79) in the Semiconductors industry. This means that TXN's stock grew similarly to QCOM’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 (8) in the Semiconductors industry, and is somewhat better than the same rating for QCOM (61) in the Telecommunications Equipment industry. This means that AMD's stock grew similarly to TXN’s and somewhat faster than QCOM’s over the last 12 months.
QCOM's P/E Growth Rating (14) in the Telecommunications Equipment industry is in the same range as TXN (25) in the Semiconductors industry, and is in the same range as AMD (40) in the Semiconductors industry. This means that QCOM's stock grew similarly to TXN’s and similarly to AMD’s over the last 12 months.
| AMD | QCOM | TXN | |
|---|---|---|---|
| RSI ODDS (%) | 3 days ago 76% | 3 days ago 63% | 3 days ago 69% |
| Stochastic ODDS (%) | 3 days ago 75% | 3 days ago 65% | 3 days ago 66% |
| Momentum ODDS (%) | 3 days ago 76% | 3 days ago 60% | 3 days ago 55% |
| MACD ODDS (%) | N/A | 3 days ago 63% | 3 days ago 52% |
| TrendWeek ODDS (%) | 3 days ago 77% | 3 days ago 64% | 3 days ago 57% |
| TrendMonth ODDS (%) | 3 days ago 77% | 3 days ago 67% | 3 days ago 52% |
| Advances ODDS (%) | 3 days ago 77% | 3 days ago 64% | 3 days ago 55% |
| Declines ODDS (%) | 21 days ago 76% | 13 days ago 73% | 21 days ago 56% |
| BollingerBands ODDS (%) | 3 days ago 65% | 3 days ago 68% | 3 days ago 69% |
| Aroon ODDS (%) | 3 days ago 78% | 3 days ago 68% | 3 days ago 45% |
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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 | |||
QCOM and
Correlation & Price change
A.I.dvisor indicates that over the last year, QCOM has been closely correlated with LRCX. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if QCOM jumps, then LRCX could also see price increases.
| Ticker / NAME | Correlation To QCOM | 1D Price Change % | ||
|---|---|---|---|---|
| QCOM | 100% | +1.29% | ||
| LRCX - QCOM | 80% Closely correlated | +2.54% | ||
| KLAC - QCOM | 78% Closely correlated | +3.26% | ||
| AMKR - QCOM | 76% Closely correlated | +7.11% | ||
| AMAT - QCOM | 74% Closely correlated | +1.81% | ||
| KLIC - QCOM | 74% Closely correlated | +2.79% | ||
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