ON SEMICONDUCTOR CORP
Reads like this one publish minutes after the filing lands on EDGAR. Get them as JSON over the API or inside your AI agent over MCP.
No SEC Form 4 filings for $ON in the last 30 days.
See all $ON insider activity →ON Semiconductor (ON) stock is down 47% from its 52-week high but up 40% year-over-year. Q2 2026 revenue was $1.6B, up 9% YoY, with adjusted EPS at $0.74, up 40% YoY. The company set long-term targets, including $11B revenue by 2030. Analysts have mixed reactions, with a consensus 'Moderate Buy' rating and a mean price target of $102.
Jefferies believes Onsemi (NASDAQ:ON) is well positioned to benefit from rising data center power demand. The broker argues that concerns about margins are overstated and expects margins to rise with volume increases and cost reductions. Jefferies raised its 2026 and 2027 revenue estimates and 2027 EPS forecast, citing favorable pricing and new product wins.
Seaport analyst Jay Goldberg identified Semtech, ON Semiconductor, SiTime, and Marvell Technology as key AI connectivity players, calling them the 'four horsemen of AI'. He recommends three of them, seeing all as crucial for AI infrastructure.
Over the past 7 days, AlphAI's AI scored 9 news stories mentioning ON (ON SEMICONDUCTOR CORP). Coverage has skewed bullish: 5 bullish, 3 neutral, and 1 bearish.
Recent ON coverage spans technology, earnings and financial news.
Target cuts and rating holds suggest limited upside in near term.
Analyst upgrade suggests upside potential for Onsemi shares.
Coverage may attract AI‑focused capital to ON.
Access to advanced connectivity may enhance Onsemi's automotive imaging product line.
Rating hold with unchanged target likely limits upside/downside; no immediate price catalyst.
AlphAI scores every news story that mentions ON with an AI model for sentiment and relevance, and aggregates insider trades from ON SEMICONDUCTOR CORP's SEC EDGAR Form 4 filings. Figures refresh continuously.
ON Semiconductor (ON) stock is down 47% from its 52-week high but up 40% year-over-year. Q2 2026 revenue was $1.6B, up 9% YoY, with adjusted EPS at $0.74, up 40% YoY. The company set long-term targets, including $11B revenue by 2030. Analysts have mixed reactions, with a consensus 'Moderate Buy' rating and a mean price target of $102.
3 min readJefferies believes Onsemi (NASDAQ:ON) is well positioned to benefit from rising data center power demand. The broker argues that concerns about margins are overstated and expects margins to rise with volume increases and cost reductions. Jefferies raised its 2026 and 2027 revenue estimates and 2027 EPS forecast, citing favorable pricing and new product wins.
2 min readSeaport analyst Jay Goldberg identified Semtech, ON Semiconductor, SiTime, and Marvell Technology as key AI connectivity players, calling them the 'four horsemen of AI'. He recommends three of them, seeing all as crucial for AI infrastructure.
2 min readValens Semiconductor (VLNCF) and Onsemi (ON) agreed to collaborate on a cost-optimized integrated sensor using Valens' MIPI A-PHY technology. Onsemi gains a non-exclusive license for a next-gen image sensor product, with royalties paid to Valens. The deal can be terminated after 10 years, with surviving rights for products already on Onsemi's roadmap.
1 min readON Semiconductor (ON) received a Hold rating and $100 price target from Barclays' Thomas O'Malley, a top-ranked analyst. The company also got a Hold from Truist Financial but a Buy from Jefferies. ON reported Q2 revenue of $1.6B and net profit of $226.8M, up from $1.47B and $170.3M last year.
1 min readON Semiconductor (ON) stock is down 50% from its 52-week high at $67, with a 43.7% drop over the past three months. Despite this, it's up 38.4% over the past year. The company's Q2 results beat expectations, and it forecasts AI data center revenue to more than double by 2026. However, revenue and operating margins have declined year-over-year, and the company faces supply chain issues and rising input costs. ON Semiconductor is also acquiring Synaptics, expected to close in mid-2027.
2 min readON Semiconductor (ON) shares fell 9% post-analyst day. Q2 2026 revenue hit $1.6B (+9.18% YoY), beating estimates. Adjusted EPS $0.74, free cash flow $425M. CFO expects margins to reach 53% by 2028. Analysts are split; stock trades at 11.96x NTMEV/EBITDA. TIKR's mid-case target is ~$145, ~118% potential return. Q3 results in November may clarify outlook.
2 min readON Semiconductor (ON) has fallen 43.84% in three months to $68.30, despite strong Q2 results. Analysts remain bullish, with an average price target of $106.88, and Susquehanna sees 120% upside. The company's focus on AI data centers and silicon carbide chips drives optimism, though concerns include automotive weakness and China exposure.
2 min readAnalysts from J.P. Morgan, Piper Sandler, Bank of America, and Morgan Stanley issued bullish ratings for Q2 Holdings (QTWO), Apple (AAPL), and ON Semiconductor (ON). QTWO has a $76.30 avg. price target, AAPL has a $336.11 avg. target, and ON has a $107.61 avg. target. Analysts cited in the article have varying track records.
2 min readSnowflake (SNOW), F5 (FFIV), onsemi (ON), Impinj (PI), and Power Integrations (POWI) shares rose 1.8% to 4.6% as Treasury yields fell below 5% and oil prices declined, easing pressure on growth stocks. The 10-year Treasury yield dropped to 4.949%, reducing borrowing costs. Power Integrations is up 32.2% YTD but 43.5% below its 52-week high. The Fed raised interest rates to 3.75%-4.00%.
2 min read
