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AVGO or MRVL or ON
Which Stock Would AI Choose? Broadcom Inc. (AVGO) vs. Marvell Technology (MRVL) vs. ON Semiconductor (ON) Stock Comparison
Key Takeaways
- AVGO leads with robust AI revenue growth, reporting Q1 FY2026 revenue of $19.3 billion (up 29% YoY) and AI chip sales projected over $100 billion by 2027.
- MRVL showed strong Q4 FY2026 results with $2.22 billion revenue (up 22% YoY), driven by data center demand, and guides for FY2027 revenue exceeding $11 billion.
- ON faces headwinds with recent stock declines amid leadership changes and sector challenges, though earnings forecasts suggest potential recovery.
- All three operate in semiconductors, but AVGO and MRVL benefit more from AI infrastructure momentum, while ON focuses on power and sensing solutions.
- Recent market activity shows AVGO and MRVL with stronger relative performance versus broader indices.
Introduction
Broadcom Inc. (AVGO), Marvell Technology (MRVL), and ON Semiconductor (ON) are key players in the semiconductor sector, pivotal to AI data centers, networking, and power management. This comparison analyzes their recent performance, business models, and market positioning amid surging demand for AI infrastructure and chip solutions. Traders seeking exposure to high-growth tech trends and investors evaluating relative strength in semiconductors will find insights into momentum, risks, and sector dynamics relevant for informed decision-making in today's volatile market environment.
AVGO Overview and Recent Performance
Broadcom Inc. (AVGO) designs and supplies semiconductor devices and infrastructure software, with segments in semiconductor solutions and infrastructure software. The company excels in networking, wireless connectivity, and AI accelerators. In recent market activity, AVGO reported Q1 FY2026 revenue of $19.3 billion, up 29% year-over-year, driven by AI semiconductor revenue surging 106% to $8.4 billion. It began shipping the world's first 102.4 Tbps switch and a 3nm 400G optical DSP, boosting sentiment. Analysts raised price targets, with Morgan Stanley at $470, amid forecasts of over $100 billion in AI chip sales by 2027. Stock performance reflects positive momentum, with one-year returns around 74%, outperforming the S&P 500, though recent sessions showed volatility tied to broader tech pullbacks.
MRVL Overview and Recent Performance
Marvell Technology, Inc. (MRVL) provides data infrastructure semiconductors, including Ethernet solutions, processors, and interconnect products for data centers and networking. Recent quarters highlight strength in AI-driven data center sales. MRVL posted Q4 FY2026 revenue of $2.22 billion, up 22% year-over-year, with data center revenue at $1.65 billion (74% of total). The company guides Q1 FY2027 revenue to $2.4 billion and full-year FY2027 over $11 billion, supported by custom AI demand and acquisitions like Celestial AI. Stock surged post-earnings, with one-year returns near 30% and recent weekly gains of 15.8%, reflecting robust AI infrastructure positioning despite market fluctuations.
ON Overview and Recent Performance
ON Semiconductor Corporation (ON), operating as onsemi, supplies intelligent sensing and power solutions for automotive, industrial, and consumer markets. Its portfolio includes analog, discrete, and SiC technologies. Recent market activity has pressured ON, with shares declining 2.62% in a session and 16.77% over the past month amid leadership transitions and softer sector demand. Despite challenges, consensus estimates project EPS growth of 12.73% for the current quarter and revenue up 2.9%, focusing on higher-margin areas like automotive electrification. One-year returns lag peers, influenced by inventory adjustments and cyclical industrial exposure, though cash flow remains solid.
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Head-to-Head Comparison
AVGO, MRVL, and ON share semiconductor exposure but diverge in focus: AVGO dominates custom AI ASICs and networking with scale advantages, while MRVL emphasizes data center interconnects and optics. ON prioritizes power management for autos and industrials, less tied to AI hype. Growth drivers favor AVGO and MRVL via AI catalysts, with recent momentum stronger (e.g., MRVL +15.8% weekly). ON carries higher cyclical risk from end-market softness. Valuation sensitivity is elevated for AI leaders amid rich multiples, but AVGO's 68% EBITDA margins contrast ON's recovery focus. Market sentiment tilts toward AI enablers, highlighting trade-offs in stability versus growth potential.
Tickeron AI Verdict
Tickeron’s AI currently favors AVGO due to superior trend consistency in AI revenue acceleration, stable high margins, and leading positioning in custom chips with $100 billion+ forecasts. MRVL shows promise in data center growth, but ON trails on momentum. Observable factors suggest higher probability of outperformance for AVGO in prevailing conditions.
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).
AVGO’s FA Score shows that 2 FA rating(s) are green whileMRVL’s FA Score has 0 green FA rating(s), and ON’s FA Score reflects 2 green FA rating(s).
- AVGO’s FA Score: 2 green, 3 red.
- MRVL’s FA Score: 0 green, 5 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.
AVGO’s TA Score shows that 5 TA indicator(s) are bullish while MRVL’s TA Score has 6 bullish TA indicator(s), and ON’s TA Score reflects 6 bullish TA indicator(s).
- AVGO’s TA Score: 5 bullish, 5 bearish.
- MRVL’s TA Score: 6 bullish, 4 bearish.
- ON’s TA Score: 6 bullish, 4 bearish.
Price Growth
AVGO (@Semiconductors) experienced а +18.12% price change this week, while MRVL (@Semiconductors) price change was +20.02% , and ON (@Semiconductors) price fluctuated +10.39% for the same time period.
The average weekly price growth across all stocks in the @Semiconductors industry was +6.73%. For the same industry, the average monthly price growth was +4.51%, and the average quarterly price growth was +18.06%.
Reported Earning Dates
AVGO is expected to report earnings on Jun 04, 2026.
MRVL is expected to report earnings on May 21, 2026.
ON is expected to report earnings on May 04, 2026.
Industries' Descriptions
@Semiconductors (+6.73% 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.
| AVGO | MRVL | ON | |
| Capitalization | 1.76T | 112B | 27B |
| EBITDA | 37.3B | 4.54B | 888M |
| Gain YTD | 7.579 | 51.385 | 26.777 |
| P/E Ratio | 72.43 | 41.85 | 236.72 |
| Revenue | 68.3B | 8.2B | 6B |
| Total Cash | N/A | 2.57B | 2.55B |
| Total Debt | 65.1B | 4.79B | 3.01B |
AVGO | MRVL | ON | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 18 | 29 | 19 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 73 Overvalued | 70 Overvalued | 87 Overvalued | |
PROFIT vs RISK RATING 1..100 | 11 | 46 | 74 | |
SMR RATING 1..100 | 100 | 45 | 88 | |
PRICE GROWTH RATING 1..100 | 20 | 37 | 8 | |
P/E GROWTH RATING 1..100 | 76 | 35 | 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.
MRVL's Valuation (70) in the Semiconductors industry is in the same range as AVGO (73) and is in the same range as ON (87). This means that MRVL's stock grew similarly to AVGO’s and similarly to ON’s over the last 12 months.
AVGO's Profit vs Risk Rating (11) in the Semiconductors industry is somewhat better than the same rating for MRVL (46) and is somewhat better than the same rating for ON (74). This means that AVGO's stock grew somewhat faster than MRVL’s and somewhat faster than ON’s over the last 12 months.
MRVL's SMR Rating (45) in the Semiconductors industry is somewhat better than the same rating for ON (88) and is somewhat better than the same rating for AVGO (100). This means that MRVL's stock grew somewhat faster than ON’s and somewhat faster than AVGO’s over the last 12 months.
ON's Price Growth Rating (8) in the Semiconductors industry is in the same range as AVGO (20) and is in the same range as MRVL (37). This means that ON's stock grew similarly to AVGO’s and similarly to MRVL’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 MRVL (35) and is significantly better than the same rating for AVGO (76). This means that ON's stock grew somewhat faster than MRVL’s and significantly faster than AVGO’s over the last 12 months.
| AVGO | MRVL | ON | |
|---|---|---|---|
| RSI ODDS (%) | 1 day ago 52% | 1 day ago 62% | 3 days ago 90% |
| Stochastic ODDS (%) | 1 day ago 57% | 1 day ago 76% | 1 day ago 70% |
| Momentum ODDS (%) | 1 day ago 87% | 1 day ago 74% | 1 day ago 77% |
| MACD ODDS (%) | 1 day ago 83% | 4 days ago 78% | 1 day ago 84% |
| TrendWeek ODDS (%) | 1 day ago 78% | 1 day ago 79% | 1 day ago 75% |
| TrendMonth ODDS (%) | 1 day ago 81% | 1 day ago 82% | 1 day ago 75% |
| Advances ODDS (%) | 1 day ago 80% | 1 day ago 76% | 1 day ago 72% |
| Declines ODDS (%) | 13 days ago 56% | 13 days ago 73% | 13 days ago 77% |
| BollingerBands ODDS (%) | 1 day ago 56% | 1 day ago 67% | 1 day ago 82% |
| Aroon ODDS (%) | 1 day ago 84% | 1 day ago 85% | 1 day ago 75% |
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AVGO and
Correlation & Price change
A.I.dvisor indicates that over the last year, AVGO has been closely correlated with TSM. These tickers have moved in lockstep 70% of the time. This A.I.-generated data suggests there is a high statistical probability that if AVGO jumps, then TSM could also see price increases.
| Ticker / NAME | Correlation To AVGO | 1D Price Change % | ||
|---|---|---|---|---|
| AVGO | 100% | +4.69% | ||
| TSM - AVGO | 70% Closely correlated | +1.40% | ||
| LRCX - AVGO | 69% Closely correlated | +1.89% | ||
| NVDA - AVGO | 68% Closely correlated | +2.57% | ||
| KLAC - AVGO | 68% Closely correlated | +0.58% | ||
| CRDO - AVGO | 67% Closely correlated | +10.80% | ||
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