ON SEMICONDUCTOR CORP
No SEC Form 4 filings for $ON in the last 30 days.
See all $ON insider activity →Simply Wall St reports ON Semiconductor (ON) posted Q2 2026 sales of $1,603.5M and net income of $226.8M, both up year over year. The company guided Q3 revenue of $1,650M to $1,750M and diluted EPS of $0.79 to $0.91. It also completed a $677.63M share repurchase.
Soros Capital Management said its Q2 2026 equity portfolio rose to $559M and shifted toward semiconductors and AI. New stakes included Micron (MU) $42.5M, Applied Materials (AMAT) $34.5M, Flex (FLEX) $32.2M, AMD $30.2M, and ON Semiconductor $20.6M. TSM rose to $37.5M. It also added EWY $42.8M and cut industrial and energy holdings.
The article argues for accumulating ON Semiconductor (NASDAQ:ON), citing its Q2 2026 results and outlook. It says AI data center revenue more than doubled YoY and is expected to more than double in FY2026. Free cash flow was $425.4M (+300.94% YoY), with non-GAAP gross margin 39.3% and Q3 guidance 40.0% to 42.0%. It also cites buybacks under a $6B authorization.
Over the past 7 days, alphai's AI scored 10 news stories mentioning ON (ON SEMICONDUCTOR CORP). Coverage has skewed bullish: 8 bullish, 0 neutral, and 2 bearish.
Recent ON coverage spans earnings, sector analysis and financial news.
The article frames ON’s AI-auto narrative as being reinforced by a Q2 beat, higher confidence via Q3 guidance, and a large $677.63M buyback.
Suggests incremental bullishness on power/analog content in AI and data-center infrastructure.
The piece frames ON’s AI power and silicon carbide ramp as driving accelerating cash flow and buybacks, but flags valuation risk if demand slips.
The downgrade in target reflects a perceived growth slowdown risk, which can pressure near-term sentiment even with an Outperform rating.
ON’s short crowding is highest, which can create both downside pressure and potential short-squeeze risk.
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.
Simply Wall St reports ON Semiconductor (ON) posted Q2 2026 sales of $1,603.5M and net income of $226.8M, both up year over year. The company guided Q3 revenue of $1,650M to $1,750M and diluted EPS of $0.79 to $0.91. It also completed a $677.63M share repurchase.
4 min readSoros Capital Management said its Q2 2026 equity portfolio rose to $559M and shifted toward semiconductors and AI. New stakes included Micron (MU) $42.5M, Applied Materials (AMAT) $34.5M, Flex (FLEX) $32.2M, AMD $30.2M, and ON Semiconductor $20.6M. TSM rose to $37.5M. It also added EWY $42.8M and cut industrial and energy holdings.
4 min readThe article argues for accumulating ON Semiconductor (NASDAQ:ON), citing its Q2 2026 results and outlook. It says AI data center revenue more than doubled YoY and is expected to more than double in FY2026. Free cash flow was $425.4M (+300.94% YoY), with non-GAAP gross margin 39.3% and Q3 guidance 40.0% to 42.0%. It also cites buybacks under a $6B authorization.
6 min readBernstein SocGen Group cut its ON Semiconductor (NASDAQ:ON) price target to $62 from $70 while keeping an Outperform rating, citing weak US Wholesale growth after an in-line Q2 and concerns about a possible structural slowdown. The stock trades at $83.78 (P/E 51.73). Bernstein points to ON’s September Investor Day as the next catalyst.
4 min readData Insights’ July 2026 hedge fund crowding report (Hazeltree) says global hedge funds shifted from AI infrastructure toward AI monetization, trimming leveraged semiconductor exposure. In Magnificent Seven, Tesla and Amazon saw more long holders, while Apple, Meta and Nvidia saw fewer. Net long in PHLX semis stayed at 70%. Intel flipped to net long; Marvell flipped to net short.
6 min readON Semiconductor CEO and CFO discussed its proposed Synaptics merger at a KeyBanc forum. They said investor confusion has eased and the deal remains favorable. Management targeted $200M in synergies accretive in 18 months, with additional margin and revenue benefits beyond that, and described gross-margin accretion and cash-flow positivity.
2 min readAccording to ON Semiconductor’s (ON) Technology Leadership Forum 2026 transcript, management expects AI data center revenue to more than double this year. It also expects temporary data center prioritization to normalize within a few quarters, with higher utilization supporting margin expansion. The company says its Synaptics acquisition is strategically and financially accretive, with significant synergies.
1 min readON Semiconductor reported Q2 2026 revenue of $1.6 billion, up 6% sequentially, with non-GAAP gross margin of 39.3% and non-GAAP EPS of $0.74. Management guided Q3 revenue to $1.65 billion to $1.75 billion and EPS to $0.81 to $0.93. Free cash flow was $425 million and AI data center demand drove growth, with risks from rising input costs.
6 min readThe article says 29 analysts cover ON Semiconductor (ON), with 1 Strong Buy, 10 Buy, and 18 Hold, no Sells. The consensus price target is $108.88 versus ON’s $81.17 share price, implying about 34% upside; Susquehanna’s high target is $150, about 85%. ON guides Q3 revenue $1.65B to $1.75B and non-GAAP EPS $0.81 to $0.93, citing margin expansion and design wins, including NVIDIA MGX and a planned Synaptics acquisition.
6 min readonsemi reported Q2 revenue of $1.60B versus $1.59B expected, and adjusted EPS of $0.74 versus $0.72. Adjusted operating income was $334.1M, with operating margin at 16.1%. Q3 guidance calls for $1.7B revenue and $0.87 adjusted EPS at midpoint. Management cited AI data center demand, margin expansion tied to utilization, and portfolio reshaping.
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