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ON or RMBS or TXN
Which Stock Would AI Choose? ON Semiconductor (ON) vs. Rambus (RMBS) vs. Texas Instruments (TXN) Stock Comparison
Key Takeaways
- ON Semiconductor (ON): Recent stock declines amid leadership changes and competitive pressures in power and sensing solutions, with YTD gains around 6.5% but revenue down 15% in 2025.
- Rambus (RMBS): Strong AI memory focus with HBM4E IP launch, but recent pullbacks post-earnings; impressive 70%+ one-year return, market cap ~$10B, P/E ~43x.
- Texas Instruments (TXN): Stable analog leader with industrial recovery, Q4 revenue up 10%, market cap ~$173B, P/E ~35x, YTD up ~10%; new AI microcontrollers.
- RMBS shows highest recent momentum tied to AI, while TXN offers scale and stability; ON lags in recent performance but holds automotive edge.
- All three face semiconductor cyclicality, with varying AI exposure influencing sentiment.
- Relative YTD: TXN leads slightly, RMBS volatile but strong longer-term, ON mixed.
Introduction
In the competitive semiconductor sector, ON, RMBS, and TXN represent diverse plays on power management, memory IP, and analog chips. This stock comparison evaluates their recent market positioning, performance, and growth drivers amid AI demand, automotive electrification, and industrial recovery. Traders seeking momentum in AI-related semis or investors prioritizing stability in established leaders will find insights into relative strengths, risks, and sector dynamics. With broader chip market volatility, understanding these contrasts aids informed relative performance decisions.
ON Overview and Recent Performance
ON Semiconductor (onsemi) specializes in intelligent power and sensing solutions for automotive, industrial, and cloud markets, headquartered in Scottsdale, Arizona. In recent market activity, its stock has experienced declines of around 2-6% in sessions amid leadership changes and margin pressures from competition. Broader performance shows YTD gains of approximately 6.5%, but 2025 revenue fell 15% to $6B due to inventory adjustments and softer demand. Sentiment reflects caution over execution risks, tempered by positive earnings forecasts and positioning in EV and ADAS sensors. Market cap hovers near $23B, with trailing P/E elevated at ~200x due to lower EPS, forward P/E ~20x signaling recovery potential.
RMBS Overview and Recent Performance
Rambus (RMBS) focuses on semiconductor IP and chips for high-speed memory interfaces and security, key for AI data centers, based in San Jose, California. Recent weeks saw stock dips post strong 2025 earnings and HBM4E memory controller IP launch supporting 16 Gbps speeds, boosting AI credentials. One-year returns exceed 70%, with market cap ~$10B and trailing P/E ~43x. Performance reflects valuation concerns despite revenue growth to $708M, with YTD slightly negative amid broader semi pullbacks. Investor sentiment hinges on AI memory demand growth offsetting leadership transitions.
TXN Overview and Recent Performance
Texas Instruments (TXN), the world's largest analog chip maker, designs embedded processors for industrial, automotive, and consumer electronics from Dallas, Texas. Recent activity includes new AI-ready microcontrollers and Nvidia partnerships for robotics, aiding industrial segment recovery. Q4 2025 revenue rose 10% to $4.4B, with full-year up 13% to $17.7B; stock shows YTD ~10% gains, market cap ~$173B, P/E ~35x. Sentiment supports stability via dividends and cash flow, though valuation sensitivity persists in cyclical markets.
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Head-to-Head Comparison
ON, RMBS, and TXN operate in semiconductors but diverge in models: ON emphasizes discrete power/sensors for autos, RMBS licenses memory/security IP for AI, TXN dominates analog/embedded with broad reach. Growth drivers contrast—RMBS leverages AI memory boom (18% revenue growth), TXN industrial rebound (13% 2025 rise), ON faces headwinds (-15%). Recent momentum favors RMBS's 70% one-year gain vs TXN's 10% YTD and ON's mixed. Risks include ON's leadership/competition, RMBS's valuation (P/E 43x), TXN's cyclicality. TXN's $173B cap dwarfs others, offering liquidity/stability; all sensitive to semis downturns, but RMBS shows highest AI catalyst, ON auto exposure, TXN diversified end-markets.
Tickeron AI Verdict
Tickeron’s AI currently favors RMBS for its consistent trend in AI memory catalysts like HBM4E, superior one-year momentum, and positioning in high-growth data centers versus ON's recent declines or TXN's steadier but slower path. Observable factors like volatility capture and sector rotation align with RMBS's relative strength, though TXN edges stability. Probabilistic edge to RMBS in current conditions.
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).
ON’s FA Score shows that 2 FA rating(s) are green whileRMBS’s FA Score has 2 green FA rating(s), and TXN’s FA Score reflects 4 green FA rating(s).
- ON’s FA Score: 2 green, 3 red.
- RMBS’s FA Score: 2 green, 3 red.
- TXN’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.
ON’s TA Score shows that 6 TA indicator(s) are bullish while RMBS’s TA Score has 5 bullish TA indicator(s), and TXN’s TA Score reflects 6 bullish TA indicator(s).
- ON’s TA Score: 6 bullish, 4 bearish.
- RMBS’s TA Score: 5 bullish, 5 bearish.
- TXN’s TA Score: 6 bullish, 4 bearish.
Price Growth
ON (@Semiconductors) experienced а +20.47% price change this week, while RMBS (@Semiconductors) price change was +14.93% , and TXN (@Semiconductors) price fluctuated +7.03% 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
ON is expected to report earnings on May 04, 2026.
RMBS is expected to report earnings on Apr 27, 2026.
TXN 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.
| ON | RMBS | TXN | |
| Capitalization | 33.7B | 13.7B | 213B |
| EBITDA | 888M | 325M | 8.25B |
| Gain YTD | 58.006 | 38.067 | 35.584 |
| P/E Ratio | 295.03 | 60.13 | 42.88 |
| Revenue | 6B | 708M | 17.7B |
| Total Cash | 2.55B | 762M | 4.88B |
| Total Debt | 3.01B | 25M | 14B |
ON | RMBS | TXN | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 50 | 36 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 89 Overvalued | 79 Overvalued | 14 Undervalued | |
PROFIT vs RISK RATING 1..100 | 67 | 20 | 48 | |
SMR RATING 1..100 | 88 | 46 | 32 | |
PRICE GROWTH RATING 1..100 | 3 | 37 | 8 | |
P/E GROWTH RATING 1..100 | 1 | 11 | 25 | |
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.
TXN's Valuation (14) in the Semiconductors industry is somewhat better than the same rating for RMBS (79) and is significantly better than the same rating for ON (89). This means that TXN's stock grew somewhat faster than RMBS’s and significantly faster than ON’s over the last 12 months.
RMBS's Profit vs Risk Rating (20) in the Semiconductors industry is in the same range as TXN (48) and is somewhat better than the same rating for ON (67). This means that RMBS's stock grew similarly to TXN’s and somewhat faster than ON’s over the last 12 months.
TXN's SMR Rating (32) in the Semiconductors industry is in the same range as RMBS (46) and is somewhat better than the same rating for ON (88). This means that TXN's stock grew similarly to RMBS’s and somewhat 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 TXN (8) and is somewhat better than the same rating for RMBS (37). This means that ON's stock grew similarly to TXN’s and somewhat faster than RMBS’s over the last 12 months.
ON's P/E Growth Rating (1) in the Semiconductors industry is in the same range as RMBS (11) and is in the same range as TXN (25). This means that ON's stock grew similarly to RMBS’s and similarly to TXN’s over the last 12 months.
| ON | RMBS | TXN | |
|---|---|---|---|
| RSI ODDS (%) | 4 days ago 78% | 4 days ago 71% | 4 days ago 69% |
| Stochastic ODDS (%) | 4 days ago 78% | 4 days ago 81% | 4 days ago 66% |
| Momentum ODDS (%) | 4 days ago 84% | 4 days ago 75% | 4 days ago 55% |
| MACD ODDS (%) | 4 days ago 72% | 4 days ago 64% | 4 days ago 52% |
| TrendWeek ODDS (%) | 4 days ago 75% | 4 days ago 78% | 4 days ago 57% |
| TrendMonth ODDS (%) | 4 days ago 75% | 4 days ago 79% | 4 days ago 52% |
| Advances ODDS (%) | 4 days ago 72% | 4 days ago 77% | 4 days ago 55% |
| Declines ODDS (%) | 22 days ago 77% | 5 days ago 69% | 22 days ago 56% |
| BollingerBands ODDS (%) | 4 days ago 80% | 4 days ago 76% | 4 days ago 69% |
| Aroon ODDS (%) | 4 days ago 77% | 4 days ago 75% | 4 days ago 45% |
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RMBS and
Correlation & Price change
A.I.dvisor indicates that over the last year, RMBS has been closely correlated with LRCX. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if RMBS jumps, then LRCX could also see price increases.
| Ticker / NAME | Correlation To RMBS | 1D Price Change % | ||
|---|---|---|---|---|
| RMBS | 100% | -0.05% | ||
| LRCX - RMBS | 77% Closely correlated | -1.66% | ||
| AMKR - RMBS | 77% Closely correlated | +3.07% | ||
| KLIC - RMBS | 76% Closely correlated | +1.78% | ||
| VECO - RMBS | 75% Closely correlated | +8.75% | ||
| KLAC - RMBS | 74% Closely correlated | +0.77% | ||
More | ||||
TXN and
Correlation & Price change
A.I.dvisor indicates that over the last year, TXN has been closely correlated with MCHP. These tickers have moved in lockstep 82% of the time. This A.I.-generated data suggests there is a high statistical probability that if TXN jumps, then MCHP could also see price increases.
| Ticker / NAME | Correlation To TXN | 1D Price Change % | ||
|---|---|---|---|---|
| TXN | 100% | +1.69% | ||
| MCHP - TXN | 82% Closely correlated | +2.07% | ||
| MCHPP - TXN | 78% Closely correlated | +1.76% | ||
| NXPI - TXN | 75% Closely correlated | +2.46% | ||
| ADI - TXN | 74% Closely correlated | +2.58% | ||
| ON - TXN | 70% Closely correlated | +3.07% | ||
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