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NXPI or ON or TSEM
Which Stock Would AI Choose? NXP Semiconductors (NXPI) vs. ON Semiconductor (ON) vs. Tower Semiconductor (TSEM) Stock Comparison
Key Takeaways
- NXPI trades at a trailing P/E of around 24x with a $48B market cap, showing stability in automotive and IoT amid recent Q4 beats but facing YTD declines of over 11%.
- ON has declined 14% in recent weeks to ~$59/share ($23B cap), pressured by inventory issues and leadership shifts despite projected EPS growth.
- TSEM leads with strong momentum, rallying over 30% recently to ~$164/share ($14B cap) and elevated P/E near 64x, driven by AI and specialty process demand.
- All three operate in semiconductors with automotive/industrial exposure, but TSEM's foundry model offers higher growth potential versus NXPI and ON's integrated plays.
- Recent market activity highlights sector volatility, with TSEM outperforming on earnings beats and partnerships, while peers lag.
- Valuation sensitivity favors NXPI for value, but momentum tilts to TSEM.
Introduction
This comparison examines NXPI, ON, and TSEM, three semiconductor firms with significant exposure to automotive, industrial, and emerging AI applications. Investors tracking relative performance in the cyclical chip sector may find value here, as these stocks reflect broader trends in mixed-signal processing, power solutions, and specialty foundry services. Recent market activity underscores contrasts in momentum and valuation amid supply chain dynamics and demand shifts, aiding traders in assessing positioning for short-term trades or longer-term holdings in technology portfolios.
NXPI Overview and Recent Performance
NXP Semiconductors N.V., headquartered in Eindhoven, Netherlands, designs high-performance mixed-signal semiconductors for automotive, industrial IoT, mobile, and communication infrastructure, with about 55% of revenue from automotive applications like microcontrollers and sensors. In recent market activity, the stock has traded around $191, down over 17% in the past month and 11% YTD, within a 52-week range of $148-$256. Strong Q4 2025 results showed 7.2% revenue growth to $3.34B and EPS beats, with Q1 2026 guidance above estimates at $3.15B midpoint. Innovations in physical AI with NVIDIA bolster sentiment, though insider sales and modest EPS trends have contributed to pressure. Trading at a trailing P/E of ~24x, NXPI reflects operational strength amid sector volatility.
ON Overview and Recent Performance
ON Semiconductor Corporation, based in Scottsdale, Arizona, supplies intelligent power and sensing solutions across power, analog/mixed-signal, and intelligent sensing segments, targeting automotive and industrial end-markets. The stock has faced headwinds in recent weeks, declining about 14-19% to near $59, with a $23B market cap and 52-week range of $31-$74. Persistent inventory gluts led to Q4 revenue misses, though projected 12.7% quarterly EPS growth offers some offset amid leadership changes. YTD performance shows modest gains around 9%, but monthly underperformance highlights caution. Broader sentiment weighs cyclical risks, positioning ON as sensitive to demand recovery in its core sectors.
TSEM Overview and Recent Performance
Tower Semiconductor Ltd., an Israel-based independent foundry, specializes in analog and mixed-signal processes like SiGe, RF CMOS, and photonics for automotive, industrial, medical, and consumer devices. Recent weeks have driven sharp gains, with shares rallying over 30% to around $164 and a $14B market cap, trading at a high trailing P/E near 64x. Q4 beats and raised Q1 sales guidance fueled momentum, alongside AI-related partnerships for optical computing and quantum tech. YTD surges reflect strong demand for specialty nodes amid semiconductor tailwinds, though geopolitical factors add volatility. TSEM's performance underscores growth in custom processes versus peers' integrated models.
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Head-to-Head Comparison
NXPI, ON, and TSEM share semiconductor roots but diverge in models: NXPI's IDM focus on mixed-signal for autos/IoT contrasts ON's power/sensing emphasis and TSEM's pure-play foundry for specialty analog/photonics. Growth drivers favor TSEM's AI/custom chip surge versus peers' auto recovery. Recent momentum shines for TSEM (30%+ rally) over NXPI (-17% monthly) and ON (-14%). Risks include cyclical inventory for ON/ NXPI, geopolitics for TSEM. Sector exposure tilts automotive/industrial across all, but TSEM adds AI edge. Valuation positions NXPI cheapest (24x P/E, $48B cap), TSEM priciest (64x, $14B); sentiment favors TSEM's catalysts amid trade-offs in scale versus agility.
Tickeron AI Verdict
Tickeron’s AI currently leans toward TSEM based on superior recent momentum, earnings beats, and AI/photonics catalysts positioning it ahead in growth consistency relative to NXPI and ON. While NXPI offers stability and lower valuation, TSEM's trend strength suggests higher probability of near-term outperformance, though with elevated risk.
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).
NXPI’s FA Score shows that 2 FA rating(s) are green whileON’s FA Score has 2 green FA rating(s), and TSEM’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.
- TSEM’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 5 bullish TA indicator(s), and TSEM’s TA Score reflects 6 bullish TA indicator(s).
- NXPI’s TA Score: 4 bullish, 5 bearish.
- ON’s TA Score: 5 bullish, 5 bearish.
- TSEM’s TA Score: 6 bullish, 4 bearish.
Price Growth
NXPI (@Semiconductors) experienced а +5.72% price change this week, while ON (@Semiconductors) price change was +10.13% , and TSEM (@Semiconductors) price fluctuated +3.04% for the same time period.
The average weekly price growth across all stocks in the @Semiconductors industry was +5.71%. For the same industry, the average monthly price growth was +5.17%, and the average quarterly price growth was +16.74%.
Reported Earning Dates
NXPI is expected to report earnings on Apr 28, 2026.
ON is expected to report earnings on May 04, 2026.
TSEM is expected to report earnings on May 18, 2026.
Industries' Descriptions
@Semiconductors (+5.71% 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 | TSEM | |
| Capitalization | 52B | 26.9B | 23B |
| EBITDA | 3.96B | 888M | 507M |
| Gain YTD | -4.756 | 26.482 | 73.582 |
| P/E Ratio | 25.87 | 236.17 | 105.06 |
| Revenue | 12.3B | 6B | 1.51B |
| Total Cash | 2.91B | 2.55B | 1.22B |
| Total Debt | 12.2B | 3.01B | 164M |
NXPI | ON | TSEM | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 60 | 17 | 27 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 12 Undervalued | 87 Overvalued | 88 Overvalued | |
PROFIT vs RISK RATING 1..100 | 79 | 73 | 4 | |
SMR RATING 1..100 | 42 | 88 | 78 | |
PRICE GROWTH RATING 1..100 | 55 | 7 | 34 | |
P/E GROWTH RATING 1..100 | 27 | 1 | 3 | |
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.
NXPI's Valuation (12) in the Semiconductors industry is significantly better than the same rating for ON (87) and is significantly better than the same rating for TSEM (88). This means that NXPI's stock grew significantly faster than ON’s and significantly faster than TSEM’s over the last 12 months.
TSEM's Profit vs Risk Rating (4) in the Semiconductors industry is significantly better than the same rating for ON (73) and is significantly better than the same rating for NXPI (79). This means that TSEM's stock grew significantly faster than ON’s and significantly faster than NXPI’s over the last 12 months.
NXPI's SMR Rating (42) in the Semiconductors industry is somewhat better than the same rating for TSEM (78) and is somewhat better than the same rating for ON (88). This means that NXPI's stock grew somewhat faster than TSEM’s and somewhat faster than ON’s over the last 12 months.
ON's Price Growth Rating (7) in the Semiconductors industry is in the same range as TSEM (34) and is somewhat better than the same rating for NXPI (55). This means that ON's stock grew similarly to TSEM’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 TSEM (3) and is in the same range as NXPI (27). This means that ON's stock grew similarly to TSEM’s and similarly to NXPI’s over the last 12 months.
| NXPI | ON | TSEM | |
|---|---|---|---|
| RSI ODDS (%) | 1 day ago 86% | 1 day ago 90% | 1 day ago 60% |
| Stochastic ODDS (%) | 1 day ago 63% | 1 day ago 77% | 1 day ago 54% |
| Momentum ODDS (%) | 1 day ago 71% | 1 day ago 79% | 1 day ago 78% |
| MACD ODDS (%) | 1 day ago 65% | 1 day ago 74% | 1 day ago 78% |
| TrendWeek ODDS (%) | 1 day ago 66% | 1 day ago 75% | 1 day ago 70% |
| TrendMonth ODDS (%) | 1 day ago 67% | 1 day ago 75% | 1 day ago 75% |
| Advances ODDS (%) | 1 day ago 63% | 1 day ago 72% | 1 day ago 68% |
| Declines ODDS (%) | 9 days ago 68% | 12 days ago 77% | 12 days ago 61% |
| BollingerBands ODDS (%) | 1 day ago 80% | 1 day ago 80% | 1 day ago 60% |
| Aroon ODDS (%) | 1 day ago 68% | 1 day ago 62% | 1 day ago 76% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| THRO | 38.36 | 0.36 | +0.95% |
| iShares U.S. Thematic Rotation ActiveETF | |||
| SAMT | 41.43 | 0.24 | +0.58% |
| Strategas Macro Thematic Opp ETF | |||
| VCLT | 75.29 | 0.02 | +0.03% |
| Vanguard Long-Term Corporate Bd ETF | |||
| ESG | 157.30 | N/A | N/A |
| FlexShares STOXX US ESG Select ETF | |||
| BILD | 31.46 | N/A | N/A |
| Nomura Global Listed Infras ETF | |||
TSEM and
Correlation & Price change
A.I.dvisor indicates that over the last year, TSEM has been loosely correlated with MTSI. These tickers have moved in lockstep 64% of the time. This A.I.-generated data suggests there is some statistical probability that if TSEM jumps, then MTSI could also see price increases.
| Ticker / NAME | Correlation To TSEM | 1D Price Change % | ||
|---|---|---|---|---|
| TSEM | 100% | +0.07% | ||
| MTSI - TSEM | 64% Loosely correlated | +0.29% | ||
| AMKR - TSEM | 61% Loosely correlated | +5.19% | ||
| SMTC - TSEM | 60% Loosely correlated | +1.97% | ||
| AMBA - TSEM | 60% Loosely correlated | +0.56% | ||
| KLIC - TSEM | 60% Loosely correlated | +6.14% | ||
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