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FEATURE Tech was getting hit again on Friday as investors carried on selling chip makers and other artificial-intelligence stocks. Futures tracking the slumped 1.8%. The and were both also on track to open lower.
ON Semiconductor has delivered a 151.0% gain over the past 5 years, yet both its Discounted Cash Flow (DCF) intrinsic value estimate and market multiples currently point to the stock trading at a premium, raising questions about how much of its story is already priced in. Over 5 years, ON Semiconductor is up 151.0%, which puts current pricing under closer scrutiny after a strong longer term run. Recent news around manufacturing divestitures and the planned Synaptics acquisition may support...
MCHP's 35.3% YTD gain rests on inventory recovery, stronger bookings and AI data center growth, though supply chain constraints and competition remain risks.
In recent days, ON Semiconductor Corp. reported that analysts expect a meaningful uplift in upcoming quarterly earnings per share and revenue, even as the stock lagged a rising broader market. At the same time, Heartland Advisors highlighted ON Semiconductor’s strength in power management and image sensing for electric vehicles and AI datacenters, as well as its ongoing push toward higher-margin products and more efficient manufacturing. Next, we’ll explore how optimism around upcoming...
In the most recent trading session, ON Semiconductor Corp. (ON) closed at $92.54, indicating a -1.27% shift from the previous trading day.
ON Semiconductor Corp. (ON) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Heartland Advisors, an investment management company, released its second-quarter 2026 investor letter for “Heartland Mid Cap Value Fund”. A copy can be downloaded here. Mid-cap stocks sharply rose in the second quarter, driven by perceived AI beneficiaries, particularly in Technology. The Fund returned 9.90% in the quarter, compared to the Russell Midcap® Value Index’s 13.40% […]
A number of stocks jumped in the afternoon session after a cooler-than-expected June inflation report and a surprise capital expenditure warning from IBM appeared to validate AI hardware demand. June core CPI printed flat month-over-month (2.6% year-over-year versus a 2.9% forecast), reopening the door to a friendlier interest rate environment.
onsemi's 67% YTD rally reflects AI growth and portfolio gains, but auto volatility, competition and valuation may cap near-term upside.
ON Semiconductor has already staged one of the semiconductor sector's wildest comebacks of 2026, but the bigger question is whether the forces driving it are just getting started or already priced in.
The AI boom isn't just fueling the memory trade. The not-so-flashy analogy chip space is also seeing a boost.
ON Semiconductor will report its second-quarter earnings soon, and Wall Street expects its profitability to improve by double digits.
Silicon carbide and gallium nitride are the choke points in a $trillions electrification wave, and five U.S.-listed chip makers are already collecting the toll. One just survived bankruptcy court, and another trades like a call option on the entire NVIDIA 800V build-out.
Analog chip inventories just hit a turning point that historically precedes a major re-rating, and five names across auto, industrial, and AI power are positioned to capture the move before the window closes.
A number of stocks jumped in the afternoon session after semiconductor stocks rebounded amid dip buying following a recent selloff, as reports revealed that China may ease restrictions on advanced Nvidia AI chip imports.
Onsemi (NASDAQ:ON)'s proposed acquisition of Synaptics could create long-term strategic benefits, with Bank of America writing that a meeting with management increased its confidence in the rationale and potential synergies of the transaction. The analysts wrote that Synaptics adds highly...
ON Semiconductor (ON) has been added to several Russell growth benchmarks, including the Russell 1000 Growth, at the same time it is pursuing a planned Synaptics acquisition and selling two fabrication facilities. See our latest analysis for ON Semiconductor. Recent moves in ON Semiconductor reflect this mix of index inclusion, M&A plans and facility sales. The share price is $93.79 after a 1-day share price return of 2.95%, a 30-day share price return down 22.42%, and a 1-year total...
The latest trading day saw ON Semiconductor Corp. (ON) settling at $93.79, representing a +2.95% change from its previous close.
ON's Fab Right divestitures aim to cut costs, lift efficiency and support higher-margin growth in AI data centers, automotive and industrial markets.
ON Semiconductor Corp (NASDAQ:ON) is one of the best stocks to buy according to David Greenspan’s Slate Path Capital. The stock makes up 7.2% of the equity portfolio. ON Semiconductor stock is already up more than 60% year-to-date, and analysts see it rising more. On June 29, Cantor Fitzgerald lifted its price target on ON […]
Taiwan Semiconductor outpaces the sector and peers over the past year as AI demand, advanced chips and rising estimates support its growth outlook.
The S&P 500 Index ($SPX ) (SPY ) today is down -0.19%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.43%. September E-mini S&P futures (ESU26 ) are down -0.25%, and September E-mini Nasdaq futures...
Chipmaker Onsemi on Tuesday said it will sell two manufacturing facilities as part of broader push to cut costs and boost profit margins. • Onsemi makes power and sensing chips used in electric vehicles, factories and AI data centers. • Onsemi's facility in Tarlac, Philippines will be sold to Taiwanese chip firm Greatek Electronics, which specializes in semiconductor packaging and testing.
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