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AVGO or QCOM or TXN
Which Stock Would AI Choose? Broadcom Inc. (AVGO) vs. QUALCOMM Incorporated (QCOM) vs. Texas Instruments Incorporated (TXN) Stock Comparison
Key Takeaways
- Broadcom Inc. (AVGO) leads with robust AI-driven revenue growth, reporting record Q1 FY2026 sales of $19.3 billion, up 29% year-over-year, though shares have pulled back recently amid market volatility.
- QUALCOMM Incorporated (QCOM) faces headwinds from smartphone market maturity and analyst downgrades like Bank of America's Underperform, with YTD declines exceeding 23%, but edge AI partnerships offer potential offsets.
- Texas Instruments Incorporated (TXN) shows relative stability with positive YTD gains around 10%, bolstered by AI-ready microcontrollers and industrial recovery signals, though recent monthly dips reflect broader sector pressures.
- AVGO boasts the largest market cap at $1.53T with a premium P/E of 63, contrasting QCOM's 26 and TXN's 35, highlighting divergent growth trajectories in semiconductors.
- All three benefit from AI exposure but differ in momentum: AVGO excels in data center AI, QCOM in mobile/edge, and TXN in analog/industrial applications.
Introduction
Broadcom Inc. (AVGO), QUALCOMM Incorporated (QCOM), and Texas Instruments Incorporated (TXN) represent key players in the semiconductor sector, each leveraging expertise in AI, wireless, and analog technologies amid evolving market dynamics. This stock comparison analyzes their recent performance, business drivers, and relative positioning, aiding traders seeking momentum plays and investors focused on long-term sector exposure. With AI demand accelerating data center and edge computing growth, while industrial and mobile segments recover unevenly, understanding these contrasts supports informed decisions on relative performance and market positioning in the current environment.
AVGO Overview and Recent Performance
Broadcom Inc. (AVGO) designs and supplies semiconductors and infrastructure software, with strengths in networking, AI accelerators, and custom silicon for data centers. In recent market activity, shares traded around $322, reflecting a pullback of over 7% in the past month despite strong fundamentals. The company's Q1 FY2026 results showcased record revenue of $19.3 billion, up 29% year-over-year, driven by AI chip sales exceeding $8 billion, with guidance for $22 billion in Q2 signaling continued acceleration. Sentiment remains positive from analyst upgrades and innovations like 400G optical DSPs, though broader sector volatility and high valuation (P/E ~63) have tempered gains, positioning AVGO as a high-growth AI leader.
QCOM Overview and Recent Performance
QUALCOMM Incorporated (QCOM) develops wireless technologies, including 5G modems, edge AI processors, and automotive systems through its QCT and QTL segments. Shares hovered near $130 recently, down over 7% in the past month and 23% YTD, underperforming amid smartphone weakness. Bank of America reinstated an Underperform rating citing Apple business risks and modest growth, contributing to sentiment shifts, though partnerships in AI robotics and 6G with Wayve and Keysight provide counterbalance. At a P/E of 26 and forward P/E near 12, valuation sensitivity reflects mixed handset demand recovery versus emerging edge AI opportunities in recent weeks.
TXN Overview and Recent Performance
Texas Instruments Incorporated (TXN) specializes in analog and embedded processing chips for industrial, automotive, and electronics markets. Trading around $191 lately, shares dipped 14% over the recent month but hold YTD gains of about 11%, outperforming peers in stability. Launches of AI-ready microcontrollers and Nvidia partnerships for robotics have boosted sentiment, alongside signals of factory automation recovery, despite Q4 FY25 EPS slightly missing estimates. With a P/E of 35 and lower beta of 0.98, TXN's performance reflects resilient analog demand amid sector rotation in recent market activity.
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Head-to-Head Comparison
In business models, AVGO emphasizes custom AI networking silicon and software (market cap $1.53T), contrasting QCOM's wireless licensing and mobile/edge chips ($139B cap) and TXN's analog focus ($174B cap). Growth drivers diverge: AVGO's 29% revenue surge from AI data centers outpaces QCOM's modest handset gains and TXN's 13% industrial rebound. Recent momentum favors TXN YTD (+11%) over QCOM (-24%), with AVGO volatile post-earnings. Risk factors include QCOM's client concentration, TXN's cyclical industrials, and AVGO's high multiples. Valuation sensitivity shows QCOM cheapest (forward P/E 12), while sentiment tilts to AI leaders like AVGO.
Tickeron AI Verdict
Tickeron’s AI currently favors Broadcom Inc. (AVGO) due to superior trend consistency in AI revenue acceleration, stable catalysts like $100B+ chip forecasts, and stronger relative positioning versus peers' headwinds. While TXN offers stability and QCOM value, AVGO's growth trajectory suggests higher probability of outperformance in prevailing semiconductor trends.
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).
AVGO’s FA Score shows that 3 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).
- AVGO’s FA Score: 3 green, 2 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.
AVGO’s TA Score shows that 7 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).
- AVGO’s TA Score: 7 bullish, 4 bearish.
- QCOM’s TA Score: 5 bullish, 4 bearish.
- TXN’s TA Score: 6 bullish, 4 bearish.
Price Growth
AVGO (@Semiconductors) experienced а +5.24% price change this week, while QCOM (@Semiconductors) price change was +6.36% , and TXN (@Semiconductors) price fluctuated +7.84% for the same time period.
The average weekly price growth across all stocks in the @Semiconductors industry was +10.22%. For the same industry, the average monthly price growth was +24.75%, and the average quarterly price growth was +27.22%.
Reported Earning Dates
AVGO is expected to report earnings on Jun 04, 2026.
QCOM is expected to report earnings on Apr 29, 2026.
TXN is expected to report earnings on Apr 22, 2026.
Industries' Descriptions
@Semiconductors (+10.22% 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 | QCOM | TXN | |
| Capitalization | 1.89T | 147B | 213B |
| EBITDA | 37.3B | 14.8B | 8.25B |
| Gain YTD | 15.709 | -19.086 | 35.584 |
| P/E Ratio | 77.90 | 27.73 | 42.88 |
| Revenue | 68.3B | 44.9B | 17.7B |
| Total Cash | 14.2B | 11.8B | 4.88B |
| Total Debt | 66.1B | 14.8B | 14B |
AVGO | QCOM | TXN | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 29 | 50 | 25 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 74 Overvalued | 9 Undervalued | 14 Undervalued | |
PROFIT vs RISK RATING 1..100 | 10 | 87 | 45 | |
SMR RATING 1..100 | 28 | 43 | 32 | |
PRICE GROWTH RATING 1..100 | 4 | 61 | 8 | |
P/E GROWTH RATING 1..100 | 63 | 14 | 24 | |
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 somewhat better than the same rating for AVGO (74) in the Semiconductors industry. This means that QCOM's stock grew similarly to TXN’s and somewhat faster than AVGO’s over the last 12 months.
AVGO's Profit vs Risk Rating (10) in the Semiconductors industry is somewhat better than the same rating for TXN (45) in the Semiconductors industry, and is significantly better than the same rating for QCOM (87) in the Telecommunications Equipment industry. This means that AVGO's stock grew somewhat faster than TXN’s and significantly faster than QCOM’s over the last 12 months.
AVGO's SMR Rating (28) in the Semiconductors industry is in the same range as TXN (32) in the Semiconductors industry, and is in the same range as QCOM (43) in the Telecommunications Equipment industry. This means that AVGO's stock grew similarly to TXN’s and similarly to QCOM’s over the last 12 months.
AVGO's Price Growth Rating (4) 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 AVGO'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 (24) in the Semiconductors industry, and is somewhat better than the same rating for AVGO (63) in the Semiconductors industry. This means that QCOM's stock grew similarly to TXN’s and somewhat faster than AVGO’s over the last 12 months.
| AVGO | QCOM | TXN | |
|---|---|---|---|
| RSI ODDS (%) | 1 day ago 56% | 4 days ago 63% | 4 days ago 69% |
| Stochastic ODDS (%) | 1 day ago 59% | 4 days ago 65% | 4 days ago 66% |
| Momentum ODDS (%) | 1 day ago 88% | 4 days ago 60% | 4 days ago 55% |
| MACD ODDS (%) | 1 day ago 90% | 4 days ago 63% | 4 days ago 52% |
| TrendWeek ODDS (%) | 1 day ago 78% | 4 days ago 64% | 4 days ago 57% |
| TrendMonth ODDS (%) | 1 day ago 81% | 4 days ago 67% | 4 days ago 52% |
| Advances ODDS (%) | 4 days ago 80% | 4 days ago 64% | 4 days ago 55% |
| Declines ODDS (%) | 22 days ago 56% | 14 days ago 73% | 22 days ago 56% |
| BollingerBands ODDS (%) | 1 day ago 56% | 4 days ago 68% | 4 days ago 69% |
| Aroon ODDS (%) | 6 days ago 85% | 4 days ago 68% | 4 days ago 45% |
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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% | +0.97% | ||
| LRCX - QCOM | 80% Closely correlated | -1.66% | ||
| KLAC - QCOM | 78% Closely correlated | +0.77% | ||
| AMKR - QCOM | 76% Closely correlated | +3.07% | ||
| AMAT - QCOM | 74% Closely correlated | -1.34% | ||
| KLIC - QCOM | 74% Closely correlated | +1.78% | ||
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