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NVDA or ON or TEL
Which Stock Would AI Choose? NVIDIA Corporation (NVDA) vs. ON Semiconductor (ON) vs. TE Connectivity (TEL) Stock Comparison
Key Takeaways
- NVDA leads with strong AI-driven momentum but shows recent volatility, trading around $183 amid broader tech sector pressures.
- ON faces headwinds from inventory issues and revenue declines, with shares near $58 after a monthly drop of over 10%.
- TEL exhibits relative stability in connectors but recent supply disruptions contributed to a pullback to about $198, down roughly 10% in recent weeks.
- All three operate in semiconductor-related spaces, with NVDA dominating AI growth while ON and TEL grapple with cyclical industrial demand.
- YTD, NVDA is slightly down 1.8%, ON up modestly at 4-6%, and TEL down around 12%.
- Sector rotation favors AI plays like NVDA over traditional semis in recent market activity.
Introduction
This comparison examines NVDA, ON, and TEL, three key players in the semiconductor and electronics ecosystem. NVDA dominates AI computing, while ON focuses on power management chips and TEL on connectivity solutions. Traders seeking exposure to AI growth, cyclical industrials, or diversified electronics will find value in analyzing their relative performance, valuation sensitivity, and market positioning amid ongoing sector volatility and supply chain dynamics.
NVDA Overview and Recent Performance
NVIDIA Corporation (NVDA) is a leading provider of graphics processing units (GPUs) and AI infrastructure, with segments in Compute & Networking and Graphics. In recent market activity, shares have traded around $183, reflecting a YTD decline of about 1.8% but strong 1-year gains exceeding 58%. Sentiment remains buoyed by AI demand, including investments like $2 billion in Nebius and new chip launches, though broader tech pressures have introduced short-term volatility. Recent weeks saw fluctuations between $170s and $190s, driven by earnings beats and AI sector hype tempered by valuation concerns.
ON Overview and Recent Performance
ON Semiconductor (ON) specializes in intelligent power and sensing solutions for automotive, industrial, and cloud markets. Shares have hovered near $58, down over 10% in the past month amid revenue misses and inventory gluts, with YTD gains around 4-6%. Recent performance reflects challenges like a 11% YoY revenue drop and leadership changes, though Q4 EPS beat estimates at $0.64. Industrial and power segments declined, influencing cautious sentiment despite analyst targets near $64.
TEL Overview and Recent Performance
TE Connectivity (TEL) manufactures connectivity and sensor solutions for transportation, industrial, and data communications. Trading around $198, shares are down about 12% YTD and 10% in recent weeks, pressured by Middle East supply disruptions. Positive notes include a 10% dividend hike to $0.78 and $3 billion share repurchase boost, with Q1 orders over $5 billion supporting growth in AI-related markets. Performance reflects broader industrial cyclicality.
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Head-to-Head Comparison
NVDA, ON, and TEL share semiconductor exposure but diverge in models: NVDA’s AI-centric growth contrasts ON’s power semis and TEL’s connectors. Growth drivers favor NVDA via data center demand, while ON and TEL rely on automotive/industrial cycles. Recent momentum shows NVDA resilient despite volatility, versus declines in peers. Risks include NVDA’s high valuation, ON’s inventory overhang, and TEL’s supply issues. Sentiment tilts toward AI, with NVDA less sensitive to macro slowdowns.
Tickeron AI Verdict
Tickeron’s AI currently favors NVDA due to superior trend consistency in AI infrastructure, ongoing catalysts like chip advancements, and stronger relative positioning amid sector rotations. While ON and TEL offer stability, NVDA shows higher probability of outperformance in the near term based on momentum and growth metrics.
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).
NVDA’s FA Score shows that 3 FA rating(s) are green whileON’s FA Score has 2 green FA rating(s), and TEL’s FA Score reflects 4 green FA rating(s).
- NVDA’s FA Score: 3 green, 2 red.
- ON’s FA Score: 2 green, 3 red.
- TEL’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.
NVDA’s TA Score shows that 5 TA indicator(s) are bullish while ON’s TA Score has 6 bullish TA indicator(s), and TEL’s TA Score reflects 6 bullish TA indicator(s).
- NVDA’s TA Score: 5 bullish, 5 bearish.
- ON’s TA Score: 6 bullish, 4 bearish.
- TEL’s TA Score: 6 bullish, 4 bearish.
Price Growth
NVDA (@Semiconductors) experienced а +6.73% price change this week, while ON (@Semiconductors) price change was +20.47% , and TEL (@Electronic Components) price fluctuated +5.69% 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%.
The average weekly price growth across all stocks in the @Electronic Components industry was +4.16%. For the same industry, the average monthly price growth was +13.62%, and the average quarterly price growth was +26.26%.
Reported Earning Dates
NVDA is expected to report earnings on May 20, 2026.
ON is expected to report earnings on May 04, 2026.
TEL 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.
@Electronic Components (+4.16% weekly)The Electronic Components industry produces electronic equipment for industries and consumer electronics products, such as mobile devices, televisions, and circuit boards. TE Connectivity Ltd, for example, is a company that designs and manufactures connectivity and sensor products for harsh environments in various industries, such as automotive, industrial equipment, aerospace, and oil & gas. Another major player, Corning Inc., makes advanced optics including end-to-end fiber and wireless solutions for communications networks along with various other technologies catering to industrial and scientific applications.
| NVDA | ON | TEL | |
| Capitalization | 4.91T | 33.7B | 72.7B |
| EBITDA | 145B | 888M | 4.47B |
| Gain YTD | 8.349 | 58.006 | 9.190 |
| P/E Ratio | 41.24 | 295.03 | 35.69 |
| Revenue | 216B | 6B | 18.1B |
| Total Cash | 62.6B | 2.55B | 1.25B |
| Total Debt | 11B | 3.01B | 5.71B |
NVDA | ON | TEL | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 50 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 78 Overvalued | 89 Overvalued | 26 Undervalued | |
PROFIT vs RISK RATING 1..100 | 8 | 67 | 18 | |
SMR RATING 1..100 | 13 | 88 | 51 | |
PRICE GROWTH RATING 1..100 | 13 | 3 | 10 | |
P/E GROWTH RATING 1..100 | 43 | 1 | 16 | |
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.
TEL's Valuation (26) in the Electronic Components industry is somewhat better than the same rating for NVDA (78) in the Semiconductors industry, and is somewhat better than the same rating for ON (89) in the Semiconductors industry. This means that TEL's stock grew somewhat faster than NVDA’s and somewhat faster than ON’s over the last 12 months.
NVDA's Profit vs Risk Rating (8) in the Semiconductors industry is in the same range as TEL (18) in the Electronic Components industry, and is somewhat better than the same rating for ON (67) in the Semiconductors industry. This means that NVDA's stock grew similarly to TEL’s and somewhat faster than ON’s over the last 12 months.
NVDA's SMR Rating (13) in the Semiconductors industry is somewhat better than the same rating for TEL (51) in the Electronic Components industry, and is significantly better than the same rating for ON (88) in the Semiconductors industry. This means that NVDA's stock grew somewhat faster than TEL’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 TEL (10) in the Electronic Components industry, and is in the same range as NVDA (13) in the Semiconductors industry. This means that ON's stock grew similarly to TEL’s and similarly to NVDA’s over the last 12 months.
ON's P/E Growth Rating (1) in the Semiconductors industry is in the same range as TEL (16) in the Electronic Components 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 TEL’s and somewhat faster than NVDA’s over the last 12 months.
| NVDA | ON | TEL | |
|---|---|---|---|
| RSI ODDS (%) | 4 days ago 54% | 4 days ago 78% | 4 days ago 52% |
| Stochastic ODDS (%) | 4 days ago 69% | 4 days ago 78% | 4 days ago 42% |
| Momentum ODDS (%) | 4 days ago 77% | 4 days ago 84% | 4 days ago 59% |
| MACD ODDS (%) | 4 days ago 74% | 4 days ago 72% | 4 days ago 73% |
| TrendWeek ODDS (%) | 4 days ago 81% | 4 days ago 75% | 4 days ago 56% |
| TrendMonth ODDS (%) | 4 days ago 78% | 4 days ago 75% | 4 days ago 53% |
| Advances ODDS (%) | 6 days ago 82% | 4 days ago 72% | 4 days ago 59% |
| Declines ODDS (%) | 22 days ago 68% | 22 days ago 77% | 22 days ago 51% |
| BollingerBands ODDS (%) | 4 days ago 63% | 4 days ago 80% | 4 days ago 56% |
| Aroon ODDS (%) | 4 days ago 68% | 4 days ago 77% | 4 days ago 50% |
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