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NXPI or ON or QCOM
Which Stock Would AI Choose? NXP Semiconductors N.V. (NXPI) vs. ON Semiconductor Corporation (ON) vs. QUALCOMM Incorporated (QCOM) Stock Comparison
Key Takeaways
- NXPI trades around $191 with a market cap of $48B, showing YTD declines of about 12% amid automotive and industrial strength but broader sector pressures.
- ON hovers near $59 with a $26B market cap, posting YTD gains of roughly 9% despite recent monthly pullbacks and leadership transitions.
- QCOM stands at approximately $130 with a $139B market cap, facing steeper YTD losses of 24% due to mobile market challenges offset by AI expansions.
- All three have experienced recent volatility, with NXPI and ON benefiting from automotive exposure while QCOM pushes into data centers.
- Valuations show NXPI at a forward P/E of 14, more attractive than peers amid expected sales rebounds.
- Semiconductor sector headwinds like inventory gluts impact performance, but AI and EV trends provide catalysts.
Introduction
This comparison examines NXPI, ON, and QCOM, key players in the semiconductor space focused on automotive, power management, and wireless technologies. Traders seeking exposure to EV growth, industrial automation, and 5G/AI infrastructure will find value in analyzing their relative performance. Amid sector-wide pressures from inventory adjustments and macroeconomic shifts, these stocks offer insights into resilience and positioning. Investors tracking relative strength in recent market activity can gauge momentum shifts and valuation opportunities across these firms.
NXPI Overview and Recent Performance
NXP Semiconductors N.V., headquartered in Eindhoven, Netherlands, specializes in secure connectivity solutions for automotive, industrial, IoT, mobile, and communication infrastructure markets. In recent weeks, its stock has traded around $191, reflecting a YTD decline of approximately 12% and a one-year drop of 4%, underperforming the S&P 500 amid broader semiconductor weakness. Sentiment has been influenced by upbeat Q1 revenue guidance signaling industrial market stabilization and robust automotive demand, alongside "physical AI" opportunities in logistics and robotics. Despite a 3.9% sales dip over two years, analysts project a 10.6% rebound, supported by a $1.014 quarterly dividend and a forward P/E of 13.8. Recent price action shows resilience with occasional outperformance versus peers, driven by EV and safety system exposure.
ON Overview and Recent Performance
ON Semiconductor Corporation, based in Scottsdale, Arizona, delivers intelligent power and sensing solutions across power, analog, and mixed-signal segments for automotive, industrial, and cloud applications. The stock has lingered near $59 in recent market activity, achieving YTD gains of about 9% and a one-year rise of 37%, though down 14% over the past month. Performance reflects mixed analyst views amid leadership changes and inventory challenges, with segments declining up to 17% in prior quarters. Positive factors include projected 12.7% quarterly earnings growth and AI-driven demand, maintaining a Zacks Rank of Hold. Automotive and sensing strengths bolster sentiment, countering broader sector gluts, with shares showing relative stability in volatile conditions.
QCOM Overview and Recent Performance
QUALCOMM Incorporated, headquartered in San Diego, California, develops wireless technologies including 5G, AI processors, and connectivity for mobile, automotive, and data centers. Recently trading around $130, the stock has faced YTD losses of 24% and a one-year decline of 19%, lagging peers due to smartphone slowdowns. Bearish analyst sentiment stems from competitive pressures, though offset by a $20B buyback, AI chip launches like AI200/AI250, and robotics pushes. Revenue grew 13.7% to $44B in 2025, with gross margins at 55%, but net income halved. Recent dips reflect memory crunches, yet diversification into edge AI supports cautious optimism amid sector volatility.
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Head-to-Head Comparison
NXPI, ON, and QCOM operate in semiconductors but diverge in focus: NXPI emphasizes automotive connectivity and physical AI, ON power solutions for EVs/industrials, and QCOM wireless/AI platforms. Growth drivers include EV adoption for NXPI/ON and 5G/AI for QCOM. Recent momentum favors ON's YTD gains over peers' losses, though all face inventory risks. NXPI offers lower forward P/E (14) versus QCOM's 26, signaling valuation sensitivity. Sector exposure ties them to cyclical autos (60%+ for NXPI/ON) versus mobile for QCOM. Sentiment leans positive for NXPI's rebound outlook amid trade-offs in scale versus specialization.
Tickeron AI Verdict
Tickeron’s AI currently favors NXPI due to its trend consistency in automotive/industrial segments, lower forward valuation, and catalysts like physical AI and sales recovery projections. While ON shows relative YTD strength and QCOM offers AI diversification, NXPI's stability and positioning suggest higher probability of outperformance in the near term, based on observable momentum and risk-adjusted 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).
NXPI’s FA Score shows that 2 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).
- NXPI’s FA Score: 2 green, 3 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.
NXPI’s TA Score shows that 4 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).
- NXPI’s TA Score: 4 bullish, 6 bearish.
- ON’s TA Score: 6 bullish, 4 bearish.
- QCOM’s TA Score: 5 bullish, 4 bearish.
Price Growth
NXPI (@Semiconductors) experienced а +5.71% price change this week, while ON (@Semiconductors) price change was +20.92% , 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 +11.63%. For the same industry, the average monthly price growth was +20.79%, and the average quarterly price growth was +24.53%.
Reported Earning Dates
NXPI is expected to report earnings on Apr 28, 2026.
ON is expected to report earnings on May 04, 2026.
QCOM is expected to report earnings on Apr 29, 2026.
Industries' Descriptions
@Semiconductors (+11.63% 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.
| NXPI | ON | QCOM | |
| Capitalization | 54.6B | 32.7B | 145B |
| EBITDA | 3.96B | 888M | 14.8B |
| Gain YTD | 0.042 | 53.296 | -19.863 |
| P/E Ratio | 27.17 | 286.24 | 27.46 |
| Revenue | 12.3B | 6B | 44.9B |
| Total Cash | 2.91B | 2.55B | 11.8B |
| Total Debt | 12.2B | 3.01B | 14.8B |
NXPI | ON | QCOM | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 12 | 28 | 9 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 12 Undervalued | 89 Overvalued | 9 Undervalued | |
PROFIT vs RISK RATING 1..100 | 82 | 67 | 87 | |
SMR RATING 1..100 | 43 | 88 | 43 | |
PRICE GROWTH RATING 1..100 | 50 | 3 | 61 | |
P/E GROWTH RATING 1..100 | 23 | 1 | 14 | |
SEASONALITY SCORE 1..100 | 75 | 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 in the same range as NXPI (12) 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 similarly to NXPI’s and significantly faster than ON’s over the last 12 months.
ON's Profit vs Risk Rating (67) in the Semiconductors industry is in the same range as NXPI (82) in the Semiconductors industry, and is in the same range as QCOM (87) in the Telecommunications Equipment industry. This means that ON's stock grew similarly to NXPI’s and similarly to QCOM’s over the last 12 months.
NXPI's SMR Rating (43) in the Semiconductors industry is in the same range as QCOM (43) in the Telecommunications Equipment industry, and is somewhat better than the same rating for ON (88) in the Semiconductors industry. This means that NXPI's stock grew similarly to QCOM’s and somewhat faster than ON’s over the last 12 months.
ON's Price Growth Rating (3) in the Semiconductors industry is somewhat better than the same rating for NXPI (50) 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 somewhat faster than NXPI’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 in the same range as NXPI (23) in the Semiconductors industry. This means that ON's stock grew similarly to QCOM’s and similarly to NXPI’s over the last 12 months.
| NXPI | ON | QCOM | |
|---|---|---|---|
| RSI ODDS (%) | 2 days ago 69% | 2 days ago 78% | 2 days ago 63% |
| Stochastic ODDS (%) | 2 days ago 70% | 2 days ago 78% | 2 days ago 65% |
| Momentum ODDS (%) | 2 days ago 71% | 2 days ago 84% | 2 days ago 60% |
| MACD ODDS (%) | 2 days ago 72% | 2 days ago 72% | 2 days ago 63% |
| TrendWeek ODDS (%) | 2 days ago 66% | 2 days ago 75% | 2 days ago 64% |
| TrendMonth ODDS (%) | 2 days ago 67% | 2 days ago 75% | 2 days ago 67% |
| Advances ODDS (%) | 2 days ago 63% | 2 days ago 72% | 2 days ago 64% |
| Declines ODDS (%) | 17 days ago 68% | 20 days ago 77% | 12 days ago 73% |
| BollingerBands ODDS (%) | 2 days ago 65% | 2 days ago 80% | 2 days ago 68% |
| Aroon ODDS (%) | 2 days ago 65% | 2 days ago 77% | 2 days ago 68% |
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