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COHR or NXPI or ON
Which Stock Would AI Choose? Coherent Corp (COHR) vs. NXP Semiconductors (NXPI) vs. ON Semiconductor (ON) Stock Comparison
Key Takeaways
- COHR has surged over 250% in the past year, driven by AI optics partnerships like NVIDIA, contrasting with more modest gains for NXPI and ON.
- NXPI reported Q4 revenue growth of 7% but faces softer Q1 guidance amid industrial and auto market challenges.
- ON delivered an EPS beat in recent quarters but revenue declines due to inventory gluts in auto and industrial segments.
- All three operate in semiconductors with COHR leading in networking/lasers for datacenters, while NXPI and ON emphasize automotive and power solutions.
- Recent momentum favors COHR with S&P 500 inclusion and AI catalysts, boosting relative performance versus peers.
- Valuation sensitivity is highest for COHR amid rapid gains, while NXPI and ON trade at more moderate multiples.
Introduction
This stock comparison examines COHR, NXPI, and ON, all key players in the semiconductor sector with exposure to automotive, industrial, and emerging AI/datacenter markets. Traders seeking momentum in high-growth areas like optics and power management, or investors focused on relative performance amid sector volatility, will find value in analyzing their recent trajectories. These stocks highlight trade-offs in AI-driven upside versus cyclical auto/industrial stability, offering insights into market positioning and sentiment shifts in recent market activity.
COHR Overview and Recent Performance
Coherent Corp (COHR) develops engineered materials, optoelectronic components, and laser systems for industrial, communications, electronics, and instrumentation markets. Operating through Networking, Materials, and Lasers segments, it has gained traction in AI datacenters via transceivers and optics. In recent weeks, shares have shown strong momentum, with a 250%+ one-year gain and YTD return exceeding 27%, fueled by a multiyear NVIDIA partnership for advanced optics and S&P 500 inclusion. Q2 fiscal 2026 revenue hit $1.69 billion, up 17.5% year-over-year, with AI infrastructure driving 60% of networking revenue. Sentiment has shifted positively on catalysts like silicon carbide investments and new transimpedance amplifiers, though volatility persists from sector rotations.
NXPI Overview and Recent Performance
NXP Semiconductors (NXPI) supplies microcontrollers, processors, and connectivity solutions for automotive, industrial IoT, mobile, and infrastructure applications. Headquartered in Eindhoven, it holds significant automotive market share post-Freescale acquisition. Recent performance reflects mixed signals: Q4 revenue rose 7% to $3.34 billion with EPS of $3.35 beating estimates, but Q1 guidance points to softer demand. Shares have lagged peers, down amid auto inventory digestion and industrial recovery delays, though "physical AI" in logistics and robotics provides uplift. Automotive returned to growth at $7.1 billion annually, supporting long-term 8-12% CAGR outlook, yet broader sentiment remains cautious on tariffs and end-market volatility.
ON Overview and Recent Performance
ON Semiconductor (ON), operating as onsemi, provides power solutions, analog/mixed-signal, and intelligent sensing for automotive and industrial uses. It ranks as a top power chipmaker with focus on EVs, automation, and sensors. Recent quarters showed resilience with EPS beats, but revenue fell ~11-15% year-over-year due to persistent inventory gluts in auto and industrial segments. Shares gained ~6.7% in the past month amid upward EPS revisions (+12.7% for current quarter), with analysts like Deutsche Bank lifting targets post-Q4. Sentiment benefits from silicon carbide pivots and AI data center power, though cyclical pressures have tempered momentum relative to AI pure-plays.
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Head-to-Head Comparison
COHR, NXPI, and ON share semiconductor roots but diverge in models: COHR's networking/lasers target datacenter AI growth, while NXPI and ON prioritize automotive microcontrollers/power solutions. Growth drivers favor COHR's optics (NVIDIA tie-ups) over peers' auto exposure, amid EV/software-defined vehicles. Recent momentum is strongest for COHR (+250% yearly), versus ON's 30% and NXPI's single digits. Risks include COHR's elevated valuation (P/S ~7x) and volatility, NXPI/ ON's inventory cycles. Sector ties to semis expose all to supply chains, but COHR leads sentiment on AI catalysts versus peers' industrial/auto headwinds.
Tickeron AI Verdict
Tickeron’s AI currently favors COHR due to superior trend consistency from AI datacenter catalysts, NVIDIA partnership stability, and relative outperformance versus NXPI and ON's cyclical pressures. While NXPI offers automotive recovery potential and ON power efficiency gains, COHR's positioning suggests higher probability of near-term upside in volatile markets.
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).
COHR’s FA Score shows that 2 FA rating(s) are green whileNXPI’s FA Score has 2 green FA rating(s), and ON’s FA Score reflects 2 green FA rating(s).
- COHR’s FA Score: 2 green, 3 red.
- NXPI’s FA Score: 2 green, 3 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.
COHR’s TA Score shows that 4 TA indicator(s) are bullish while NXPI’s TA Score has 4 bullish TA indicator(s), and ON’s TA Score reflects 6 bullish TA indicator(s).
- COHR’s TA Score: 4 bullish, 5 bearish.
- NXPI’s TA Score: 4 bullish, 6 bearish.
- ON’s TA Score: 6 bullish, 4 bearish.
Price Growth
COHR (@Electronic Equipment/Instruments) experienced а +12.85% price change this week, while NXPI (@Semiconductors) price change was +6.41% , and ON (@Semiconductors) price fluctuated +20.47% for the same time period.
The average weekly price growth across all stocks in the @Electronic Equipment/Instruments industry was +1.08%. For the same industry, the average monthly price growth was +5.49%, and the average quarterly price growth was +1.08%.
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
COHR is expected to report earnings on May 13, 2026.
NXPI is expected to report earnings on Apr 28, 2026.
ON is expected to report earnings on May 04, 2026.
Industries' Descriptions
@Electronic Equipment/Instruments (+1.08% weekly)This industry manufactures electronic products used in various critical and sophisticated technologies, including laser-based systems, circuit and continuity testers, electro-optical measuring instruments and high-speed precision weighing and inspection equipment. Some major companies operating in this business are Canon Inc., Keysight Technologies Inc., and Fortive Corp.
@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.
| COHR | NXPI | ON | |
| Capitalization | 65.2B | 55.9B | 33.7B |
| EBITDA | 1.08B | 3.96B | 888M |
| Gain YTD | 88.281 | 2.501 | 58.006 |
| P/E Ratio | 340.70 | 27.84 | 295.03 |
| Revenue | 6.29B | 12.3B | 6B |
| Total Cash | 864M | 2.91B | 2.55B |
| Total Debt | 3.55B | 12.2B | 3.01B |
COHR | NXPI | ON | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 20 | 14 | 29 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 91 Overvalued | 12 Undervalued | 89 Overvalued | |
PROFIT vs RISK RATING 1..100 | 8 | 77 | 64 | |
SMR RATING 1..100 | 87 | 43 | 88 | |
PRICE GROWTH RATING 1..100 | 34 | 50 | 3 | |
P/E GROWTH RATING 1..100 | 15 | 23 | 1 | |
SEASONALITY SCORE 1..100 | 50 | 75 | 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.
NXPI's Valuation (12) in the Semiconductors industry is significantly better than the same rating for ON (89) in the Semiconductors industry, and is significantly better than the same rating for COHR (91) in the Electronic Equipment Or Instruments industry. This means that NXPI's stock grew significantly faster than ON’s and significantly faster than COHR’s over the last 12 months.
COHR's Profit vs Risk Rating (8) in the Electronic Equipment Or Instruments industry is somewhat better than the same rating for ON (64) in the Semiconductors industry, and is significantly better than the same rating for NXPI (77) in the Semiconductors industry. This means that COHR's stock grew somewhat faster than ON’s and significantly faster than NXPI’s over the last 12 months.
NXPI's SMR Rating (43) in the Semiconductors industry is somewhat better than the same rating for COHR (87) in the Electronic Equipment Or Instruments industry, and is somewhat better than the same rating for ON (88) in the Semiconductors industry. This means that NXPI's stock grew somewhat faster than COHR’s and somewhat faster than ON’s over the last 12 months.
ON's Price Growth Rating (3) in the Semiconductors industry is in the same range as COHR (34) in the Electronic Equipment Or Instruments industry, and is somewhat better than the same rating for NXPI (50) in the Semiconductors industry. This means that ON's stock grew similarly to COHR’s and somewhat faster than NXPI’s over the last 12 months.
ON's P/E Growth Rating (1) in the Semiconductors industry is in the same range as COHR (15) in the Electronic Equipment Or Instruments industry, and is in the same range as NXPI (23) in the Semiconductors industry. This means that ON's stock grew similarly to COHR’s and similarly to NXPI’s over the last 12 months.
| COHR | NXPI | ON | |
|---|---|---|---|
| RSI ODDS (%) | 1 day ago 73% | 1 day ago 63% | 1 day ago 75% |
| Stochastic ODDS (%) | 1 day ago 74% | 1 day ago 68% | 1 day ago 81% |
| Momentum ODDS (%) | 1 day ago 75% | 1 day ago 70% | 1 day ago 70% |
| MACD ODDS (%) | 1 day ago 76% | 1 day ago 78% | 1 day ago 78% |
| TrendWeek ODDS (%) | 1 day ago 82% | 1 day ago 66% | 1 day ago 76% |
| TrendMonth ODDS (%) | 1 day ago 85% | 1 day ago 67% | 1 day ago 75% |
| Advances ODDS (%) | 1 day ago 82% | 1 day ago 63% | 1 day ago 72% |
| Declines ODDS (%) | 27 days ago 78% | 20 days ago 68% | 23 days ago 77% |
| BollingerBands ODDS (%) | 1 day ago 81% | 1 day ago 67% | 1 day ago 82% |
| Aroon ODDS (%) | 1 day ago 76% | 1 day ago 63% | 1 day ago 77% |
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COHR and
Correlation & Price change
A.I.dvisor indicates that over the last year, COHR has been loosely correlated with MKSI. These tickers have moved in lockstep 65% of the time. This A.I.-generated data suggests there is some statistical probability that if COHR jumps, then MKSI could also see price increases.
| Ticker / NAME | Correlation To COHR | 1D Price Change % | ||
|---|---|---|---|---|
| COHR | 100% | +0.72% | ||
| MKSI - COHR | 65% Loosely correlated | +0.48% | ||
| KEYS - COHR | 51% Loosely correlated | +0.24% | ||
| ESE - COHR | 45% Loosely correlated | +0.07% | ||
| ITRI - COHR | 43% Loosely correlated | -0.81% | ||
| VNT - COHR | 42% Loosely correlated | +0.13% | ||
More | ||||
NXPI and
Correlation & Price change
A.I.dvisor indicates that over the last year, NXPI has been closely correlated with MCHPP. These tickers have moved in lockstep 82% of the time. This A.I.-generated data suggests there is a high statistical probability that if NXPI jumps, then MCHPP could also see price increases.
| Ticker / NAME | Correlation To NXPI | 1D Price Change % | ||
|---|---|---|---|---|
| NXPI | 100% | +2.46% | ||
| MCHPP - NXPI | 82% Closely correlated | +1.76% | ||
| ON - NXPI | 79% Closely correlated | +3.07% | ||
| ENTG - NXPI | 78% Closely correlated | +1.96% | ||
| MCHP - NXPI | 78% Closely correlated | +2.07% | ||
| LRCX - NXPI | 77% Closely correlated | -1.66% | ||
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