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ON or QCOM or TXN
Which Stock Would AI Choose? ON Semiconductor (ON) vs. Qualcomm (QCOM) vs. Texas Instruments (TXN) Stock Comparison
Key Takeaways
- ON shares have shown resilience with a 29.60% one-year return, driven by focus on high-margin automotive and industrial segments, though recent volatility persists.
- QCOM benefits from AI and 5G exposure but faces YTD declines amid handset market challenges, trading at a forward P/E of around 12-13x with a 2.62% dividend yield.
- TXN offers stability with a 2.94% dividend yield and strong analog chip leadership, posting positive YTD gains of about 11% despite recent pullbacks.
- All three operate in the semiconductor sector, with ON and TXN emphasizing power and sensing solutions, while QCOM leads in wireless tech; relative performance hinges on end-market recoveries in auto and industrial areas.
- Analyst targets suggest upside: $64-67 for ON, $159-170 for QCOM, $214-221 for TXN.
Introduction
ON Semiconductor (ON), Qualcomm (QCOM), and Texas Instruments (TXN) represent key players in the semiconductor industry, specializing in power management, wireless connectivity, and analog/embedded processing respectively. This comparison is relevant for traders eyeing sector rotation amid AI-driven demand and industrial recovery, as well as long-term investors seeking exposure to automotive electrification, IoT, and 5G trends. Recent market activity highlights contrasts in momentum and valuation, aiding decisions on relative performance and stock positioning in a cyclical sector.
ON Overview and Recent Performance
ON Semiconductor Corporation (ON), headquartered in Scottsdale, Arizona, provides intelligent power and sensing solutions for automotive, industrial, and cloud applications. In recent market activity, the stock has delivered a 6.7% monthly return and 29.60% over the past year, outperforming the S&P 500, amid positive earnings revisions and a focus on high-margin segments. Trading around $57 with a market cap of $23B, it carries a high trailing P/E of ~196 due to softer EPS, but analysts see a $67 target. Sentiment has been buoyed by strategic shifts toward growth areas like vehicle electrification, despite inventory headwinds and recent weekly dips of about 15%.
QCOM Overview and Recent Performance
Qualcomm Incorporated (QCOM), based in San Diego, develops wireless technologies including Snapdragon platforms for mobile, automotive, and IoT. Recent weeks have seen share price pressure, with a 1% daily drop to $136 and YTD declines amid concerns over sales growth and export regulations, though AI and robotics initiatives provide tailwinds. The stock's market cap stands at $145B, with a P/E of 27x and 2.62% yield. One-year return lags at around -12% to +11% variably reported, influenced by handset exposure and diversification efforts into edge AI; analyst targets average $160+, signaling potential rebound on 5G and auto catalysts.
TXN Overview and Recent Performance
Texas Instruments Incorporated (TXN), headquartered in Dallas, designs analog and embedded semiconductors for industrial, automotive, and personal electronics markets. Recent performance includes YTD gains of ~11% and steady one-year appreciation, with shares at $193 and $176B market cap, supported by partnerships like Nvidia for robotics and robust dividends. P/E at 35x reflects premium valuation, but Q4 revenue beat expectations amid analog strength. Sentiment reflects scrutiny on growth but stability from ~75% revenue in industrial/auto, with price targets near $220; minor recent pullbacks tied to broader sector volatility.
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Head-to-Head Comparison
ON, QCOM, and TXN share semiconductor exposure but diverge in business models: ON targets power/sensing for auto/industrial (high growth potential, cyclical risks), QCOM excels in wireless/modems with AI/5G drivers but handset volatility, and TXN dominates analog/embedded for stable, diversified demand. Recent momentum favors ON's 30% yearly gain over peers' mixed results; risk profiles show TXN's lower beta (0.98) vs. ON (1.53). Valuations: QCOM cheapest forward (~13x), TXN yields highest (2.94%), ON no dividend but upside targets. Sentiment tilts toward auto/industrial recovery benefiting all, with trade-offs in growth vs. stability.
Tickeron AI Verdict
Tickeron’s AI currently leans toward TXN for its trend consistency in analog leadership, dividend stability, and positioning in industrial/auto catalysts comprising 75% of revenue, offering lower relative volatility amid sector swings. ON shows strong momentum potential, while QCOM has AI upside; however, observable factors like TXN's positive YTD and analyst support suggest higher probability of near-term outperformance in current conditions.
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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).
ON’s FA Score shows that 2 FA rating(s) are green whileQCOM’s FA Score has 2 green FA rating(s), and TXN’s FA Score reflects 3 green FA rating(s).
- ON’s FA Score: 2 green, 3 red.
- QCOM’s FA Score: 2 green, 3 red.
- TXN’s FA Score: 3 green, 2 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.
ON’s TA Score shows that 5 TA indicator(s) are bullish while QCOM’s TA Score has 5 bullish TA indicator(s), and TXN’s TA Score reflects 4 bullish TA indicator(s).
- ON’s TA Score: 5 bullish, 5 bearish.
- QCOM’s TA Score: 5 bullish, 2 bearish.
- TXN’s TA Score: 4 bullish, 6 bearish.
Price Growth
ON (@Semiconductors) experienced а +10.13% price change this week, while QCOM (@Semiconductors) price change was +0.75% , and TXN (@Semiconductors) price fluctuated +10.32% 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
ON is expected to report earnings on May 04, 2026.
QCOM is expected to report earnings on Apr 29, 2026.
TXN is expected to report earnings on Apr 22, 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.
| ON | QCOM | TXN | |
| Capitalization | 26.9B | 136B | 196B |
| EBITDA | 888M | 14.8B | 8.25B |
| Gain YTD | 26.482 | -24.835 | 24.724 |
| P/E Ratio | 236.17 | 25.76 | 39.45 |
| Revenue | 6B | 44.9B | 17.7B |
| Total Cash | 2.55B | 11.8B | 4.88B |
| Total Debt | 3.01B | 14.8B | 14B |
ON | QCOM | TXN | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 17 | 53 | 20 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 87 Overvalued | 8 Undervalued | 12 Undervalued | |
PROFIT vs RISK RATING 1..100 | 73 | 89 | 51 | |
SMR RATING 1..100 | 88 | 42 | 31 | |
PRICE GROWTH RATING 1..100 | 7 | 63 | 20 | |
P/E GROWTH RATING 1..100 | 1 | 16 | 38 | |
SEASONALITY SCORE 1..100 | 50 | 50 | 65 |
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 (8) in the Telecommunications Equipment industry is in the same range as TXN (12) in the Semiconductors industry, and is significantly better than the same rating for ON (87) in the Semiconductors industry. This means that QCOM's stock grew similarly to TXN’s and significantly faster than ON’s over the last 12 months.
TXN's Profit vs Risk Rating (51) in the Semiconductors industry is in the same range as ON (73) in the Semiconductors industry, and is somewhat better than the same rating for QCOM (89) in the Telecommunications Equipment industry. This means that TXN's stock grew similarly to ON’s and somewhat faster than QCOM’s over the last 12 months.
TXN's SMR Rating (31) in the Semiconductors industry is in the same range as QCOM (42) in the Telecommunications Equipment industry, and is somewhat better than the same rating for ON (88) in the Semiconductors industry. This means that TXN's stock grew similarly to QCOM’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 TXN (20) in the Semiconductors industry, and is somewhat better than the same rating for QCOM (63) in the Telecommunications Equipment industry. This means that ON's stock grew similarly to TXN’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 (16) in the Telecommunications Equipment industry, and is somewhat better than the same rating for TXN (38) in the Semiconductors industry. This means that ON's stock grew similarly to QCOM’s and somewhat faster than TXN’s over the last 12 months.
| ON | QCOM | TXN | |
|---|---|---|---|
| RSI ODDS (%) | 1 day ago 90% | 1 day ago 75% | 1 day ago 69% |
| Stochastic ODDS (%) | 1 day ago 77% | 1 day ago 64% | 1 day ago 60% |
| Momentum ODDS (%) | 1 day ago 79% | N/A | 1 day ago 61% |
| MACD ODDS (%) | 1 day ago 74% | 1 day ago 60% | 1 day ago 65% |
| TrendWeek ODDS (%) | 1 day ago 75% | 1 day ago 64% | 1 day ago 57% |
| TrendMonth ODDS (%) | 1 day ago 75% | 1 day ago 67% | 1 day ago 52% |
| Advances ODDS (%) | 1 day ago 72% | 1 day ago 64% | 1 day ago 54% |
| Declines ODDS (%) | 12 days ago 77% | 4 days ago 73% | 12 days ago 56% |
| BollingerBands ODDS (%) | 1 day ago 80% | 1 day ago 76% | 1 day ago 62% |
| Aroon ODDS (%) | 1 day ago 62% | 1 day ago 69% | 1 day ago 59% |
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