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NVDA or ON or QCOM
Which Stock Would AI Choose? NVIDIA Corporation (NVDA) vs. ON Semiconductor (ON) vs. QUALCOMM Incorporated (QCOM) Stock Comparison
Key Takeaways
- NVDA leads in year-to-date performance with a modest decline of around 6%, significantly outperforming QCOM's 24% drop and ON's 15% gain amid recent volatility.
- All three stocks have faced pressure in recent weeks, with NVDA down about 9% over the past month, ON down 10%, and QCOM down 11%, reflecting broader semiconductor sector corrections.
- NVDA boasts the highest market cap at over $4 trillion and dominant AI data center exposure, while ON and QCOM focus on power solutions and wireless tech with automotive growth.
- Over the past year, NVDA delivered approximately 44-50% returns, contrasting QCOM's 18-20% decline and ON's 37% gain.
- Recent sentiment highlights QCOM's edge AI advantages but notes competitive pressures, while ON benefits from industrial recovery signals.
Introduction
This comparison examines NVDA, ON, and QCOM, three key players in the semiconductor sector pivotal to AI, automotive electrification, and wireless connectivity. Investors and traders interested in technology-driven growth, particularly those tracking relative performance amid market volatility, will find value here. These stocks offer exposure to high-demand areas like data centers, power management, and 5G/edge computing, with recent price behaviors influenced by sector-wide corrections and AI enthusiasm. Understanding their business contexts, momentum, and contrasts aids in evaluating market positioning for portfolio decisions.
NVDA Overview and Recent Performance
NVIDIA Corporation (NVDA) dominates accelerated computing, with GPUs powering AI training, inference, gaming, and data centers. Its business model centers on full-stack platforms including hardware, software like CUDA, and AI enterprise tools, driving explosive growth from hyperscalers and AI factories. Recent market activity shows NVDA trading around $175, down roughly 6% year-to-date and 9% over the past month amid profit-taking after peaking near $212 in late 2025. Sentiment remains buoyed by record data center revenues exceeding $115 billion annually, though short-term pressures from inventory normalization and competition have tempered gains. Key influences include ongoing AI demand and faster product cadences, positioning it strongly despite volatility.
ON Overview and Recent Performance
ON Semiconductor (ON), now onsemi, specializes in intelligent power and sensing solutions for automotive and industrial markets. Its model emphasizes high-efficiency silicon carbide (SiC) devices, image sensors, and power management for EVs, ADAS, and factory automation. Recent weeks saw ON around $60, up about 15% year-to-date after hitting 52-week highs near $74 earlier, but pulling back 10% monthly on cyclical concerns. Performance reflects automotive segment strength (60% of revenue) amid EV adoption, offset by industrial softness and non-core exits. Sentiment shifts positively on Fab Right efficiencies and AI data center power needs, supporting margins above 45% despite revenue dips.
QCOM Overview and Recent Performance
QUALCOMM Incorporated (QCOM) leads in wireless technologies via Snapdragon platforms and QTL licensing for 5G/edge AI. Its dual model—chipsets for handsets, automotive, IoT (QCT) and high-margin IP royalties—targets diversification beyond smartphones. Trading near $129, QCOM lags with a 24% year-to-date decline and 11% monthly drop from $206 highs, pressured by handset memory issues and competition. Automotive revenues grew 36% yearly, bolstering sentiment alongside edge AI edges over peers, though data center entry faces hurdles. Broader 5G and AI PCs provide catalysts amid relative underperformance.
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Head-to-Head Comparison
NVDA, ON, and QCOM operate in semiconductors but diverge in focus: NVDA's GPU-centric AI/data center model yields massive scale ($216B revenue) versus ON's power/sensing niche ($6B) and QCOM's wireless/licensing hybrid ($45B). Growth drivers contrast—NVDA rides AI factories/exponential compute demand; ON leverages EV/SiC tailwinds; QCOM banks on 5G-auto/edge AI. Recent momentum favors NVDA (YTD -6%) over laggards, but ON shows resilience in industrials. Risks include NVDA's high valuation (P/E 35) versus peers (26 for QCOM), supply chain exposure for all, and cyclicality hitting ON/handsets. Sector ties amplify volatility, with NVDA most AI-sensitive, QCOM geopolitically exposed, and ON tied to auto recovery. Trade-offs: NVDA for growth premium, others for value/diversification.
Tickeron AI Verdict
Tickeron’s AI currently favors NVDA due to superior trend consistency in AI-driven data centers, unmatched revenue scale, and relative stability versus peers' steeper declines. Observable catalysts like accelerating AI inference demand and platform breadth position it probabilistically ahead, though short-term volatility persists. ON trails slightly on industrial rebound potential, while QCOM lags on handset headwinds despite auto/edge promise.
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).
NVDA’s FA Score shows that 3 FA rating(s) are green whileON’s FA Score has 2 green FA rating(s), and QCOM’s FA Score reflects 2 green FA rating(s).
- NVDA’s FA Score: 3 green, 2 red.
- ON’s FA Score: 2 green, 3 red.
- QCOM’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.
NVDA’s TA Score shows that 5 TA indicator(s) are bullish while ON’s TA Score has 6 bullish TA indicator(s), and QCOM’s TA Score reflects 5 bullish TA indicator(s).
- NVDA’s TA Score: 5 bullish, 5 bearish.
- ON’s TA Score: 6 bullish, 4 bearish.
- QCOM’s TA Score: 5 bullish, 4 bearish.
Price Growth
NVDA (@Semiconductors) experienced а +6.73% price change this week, while ON (@Semiconductors) price change was +20.47% , and QCOM (@Semiconductors) price fluctuated +6.36% 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
NVDA is expected to report earnings on May 20, 2026.
ON is expected to report earnings on May 04, 2026.
QCOM is expected to report earnings on Apr 29, 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.
| NVDA | ON | QCOM | |
| Capitalization | 4.91T | 33.7B | 147B |
| EBITDA | 145B | 888M | 14.8B |
| Gain YTD | 8.349 | 58.006 | -19.086 |
| P/E Ratio | 41.24 | 295.03 | 27.73 |
| Revenue | 216B | 6B | 44.9B |
| Total Cash | 62.6B | 2.55B | 11.8B |
| Total Debt | 11B | 3.01B | 14.8B |
NVDA | ON | QCOM | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 50 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 78 Overvalued | 89 Overvalued | 9 Undervalued | |
PROFIT vs RISK RATING 1..100 | 8 | 67 | 87 | |
SMR RATING 1..100 | 13 | 88 | 43 | |
PRICE GROWTH RATING 1..100 | 13 | 3 | 61 | |
P/E GROWTH RATING 1..100 | 43 | 1 | 14 | |
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.
QCOM's Valuation (9) in the Telecommunications Equipment industry is significantly better than the same rating for NVDA (78) in the Semiconductors industry, and is significantly better than the same rating for ON (89) in the Semiconductors industry. This means that QCOM's stock grew significantly faster than NVDA’s and significantly faster than ON’s over the last 12 months.
NVDA's Profit vs Risk Rating (8) in the Semiconductors industry is somewhat better than the same rating for ON (67) in the Semiconductors industry, and is significantly better than the same rating for QCOM (87) in the Telecommunications Equipment industry. This means that NVDA's stock grew somewhat faster than ON’s and significantly faster than QCOM’s over the last 12 months.
NVDA's SMR Rating (13) in the Semiconductors industry is in the same range as QCOM (43) in the Telecommunications Equipment industry, and is significantly better than the same rating for ON (88) in the Semiconductors industry. This means that NVDA's stock grew similarly to QCOM’s and significantly 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 NVDA (13) in the Semiconductors industry, and is somewhat better than the same rating for QCOM (61) in the Telecommunications Equipment industry. This means that ON's stock grew similarly to NVDA’s and somewhat faster than QCOM’s over the last 12 months.
ON's P/E Growth Rating (1) in the Semiconductors industry is in the same range as QCOM (14) in the Telecommunications Equipment industry, and is somewhat better than the same rating for NVDA (43) in the Semiconductors industry. This means that ON's stock grew similarly to QCOM’s and somewhat faster than NVDA’s over the last 12 months.
| NVDA | ON | QCOM | |
|---|---|---|---|
| RSI ODDS (%) | 4 days ago 54% | 4 days ago 78% | 4 days ago 63% |
| Stochastic ODDS (%) | 4 days ago 69% | 4 days ago 78% | 4 days ago 65% |
| Momentum ODDS (%) | 4 days ago 77% | 4 days ago 84% | 4 days ago 60% |
| MACD ODDS (%) | 4 days ago 74% | 4 days ago 72% | 4 days ago 63% |
| TrendWeek ODDS (%) | 4 days ago 81% | 4 days ago 75% | 4 days ago 64% |
| TrendMonth ODDS (%) | 4 days ago 78% | 4 days ago 75% | 4 days ago 67% |
| Advances ODDS (%) | 6 days ago 82% | 4 days ago 72% | 4 days ago 64% |
| Declines ODDS (%) | 22 days ago 68% | 22 days ago 77% | 14 days ago 73% |
| BollingerBands ODDS (%) | 4 days ago 63% | 4 days ago 80% | 4 days ago 68% |
| Aroon ODDS (%) | 4 days ago 68% | 4 days ago 77% | 4 days ago 68% |
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| APRZ | 38.17 | 0.32 | +0.84% |
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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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