ON SEMICONDUCTOR CORP
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Onsemi (ON) guided Q3 revenue between $1.65B and $1.75B, up from $1.6B in Q2. StoneX initiated coverage with a bullish outlook, suggesting nearly 50% upside. Retail sentiment on Stocktwits is 'extremely bearish,' despite a 29% year-to-date rally for ON shares, compared to a 65% rise in the iShares Semiconductor ETF (SOXX).
Argus lowered its price target for ON Semiconductor (ON) to $73.00. The company is a major supplier of power semiconductors and sensors, focusing on automotive and industrial markets. It is the second-largest power chipmaker globally and the largest supplier of image sensors to the automotive market.
onsemi (ON) announced that Sungrow has adopted its EliteSiC hybrid power module for the PowerTitan 3.0 energy storage platform, improving efficiency by 0.4% and supporting higher-density BESS deployments. Sungrow estimates delivering 10 GWh of PowerTitan 3.0 in Europe in 2026, aiming to meet growing AI-driven electricity demand.
Over the past 7 days, AlphAI's AI scored 18 news stories mentioning ON (ON SEMICONDUCTOR CORP). Coverage has skewed bullish: 14 bullish, 0 neutral, and 4 bearish.
Recent ON coverage spans financial news, earnings and mergers & acquisitions.
In the last 30 days, ON insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($1.2M). The most active reporter was GOPALSWAMY SUDHIR, Group President, AMG & ISG, with 1 filing. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
Guidance lift suggests stronger demand and may boost the stock.
Target cut suggests weaker outlook, likely pressuring the stock.
Positive impact as the deal expands ON's SiC market presence in utility-scale storage.
Bull case is driven by accelerating AI data center demand, margin recovery, and a buyback, while risks center on automotive/China exposure and Synaptics integration.
Guidance upgrade signals stronger growth, likely supporting the stock.
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.
Onsemi (ON) guided Q3 revenue between $1.65B and $1.75B, up from $1.6B in Q2. StoneX initiated coverage with a bullish outlook, suggesting nearly 50% upside. Retail sentiment on Stocktwits is 'extremely bearish,' despite a 29% year-to-date rally for ON shares, compared to a 65% rise in the iShares Semiconductor ETF (SOXX).
1 min readArgus lowered its price target for ON Semiconductor (ON) to $73.00. The company is a major supplier of power semiconductors and sensors, focusing on automotive and industrial markets. It is the second-largest power chipmaker globally and the largest supplier of image sensors to the automotive market.
1 min readonsemi (ON) announced that Sungrow has adopted its EliteSiC hybrid power module for the PowerTitan 3.0 energy storage platform, improving efficiency by 0.4% and supporting higher-density BESS deployments. Sungrow estimates delivering 10 GWh of PowerTitan 3.0 in Europe in 2026, aiming to meet growing AI-driven electricity demand.
2 min read24/7 Wall St. sets a $96.51 price target for ON Semiconductor (NASDAQ:ON), implying 24.48% upside. Q2 2026 revenue grew 9.18% YoY, and AI data center revenue is expected to double in 2026. The stock is up 42.27% YTD but fell 9.25% in the past week. Management raised its 2030 AI data center market forecast to nearly $50 billion.
6 min readON Semiconductor (NASDAQ: ON) raised its long-term revenue growth target to 12%-14% CAGR through 2030, up from 10%-12%. The company projects $11B in total revenue by 2030, with AI data center business expected to grow over 50% CAGR. Automotive and industrial segments are also forecasted to grow at 9% and 10% annually, respectively. The company's relationship with Nvidia and ongoing acquisitions are key factors.
2 min readON Semiconductor (ON) has risen 43% in 2026, driven by growth in EVs, industrial applications, and AI data centers. The company expects revenue to grow at 12-14% CAGR from 2026 to 2030, with free cash flow doubling to $3.5 billion by 2030. Management forecasts data center revenue to double in 2026 and again in 2027, with a partnership with Nvidia (NVDA) supporting this growth. The company's market cap is $30 billion, and shares are trading at $77.53.
3 min readJim Cramer highlighted ON Semiconductor (ON) as a potential recovery opportunity, citing growing AI infrastructure demand and revised Synaptics acquisition terms. ON reported Q2 revenue of $1.60B, adjusted EPS of $0.74, and projected AI data center revenue to more than double by 2026. The Synaptics deal was renegotiated to $5.7B, with expected EPS accretion and synergies. Cramer noted ON's automotive focus but sees value in its AI business.
7 min readCirrus Logic (CRUS) made a cash-and-stock offer for Synaptics (SYNA), competing with On Semiconductor's (ON) pending all-cash deal at $123 per share. Synaptics' board reviewed Cirrus' bid but chose On's revised offer. CRUS shares fell 6%, ON dropped 2%, and SYNA rose 0.6%.
2 min readON Semiconductor (ON) fell 4.40% to $83 on October 7, but is up 72.72% over 12 months. Jim Cramer highlighted ON as a laggard semiconductor stock with catch-up potential, citing its renegotiated Synaptics deal and strong financials. The company reported 9.20% revenue growth and 33.20% earnings growth in the latest quarter, with a PEG ratio of 0.19. ON trades at 53.23x trailing earnings and 18.22x forward earnings, with a market cap of $32.12 billion.
2 min readArgus raised its price target for ON Semiconductor (ON) to $91.00. The company is a leading supplier of power semiconductors and sensors, focusing on automotive and industrial markets. ON is the second-largest power chipmaker globally and the top supplier of image sensors for automotive use.
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