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ON Semiconductor shed nearly half its value in three months while its peers barely flinched, yet one Wall Street analyst just doubled down with the most aggressive price target on the Street. The disconnect between the selloff and the operating data raises a question worth asking.
Subaru has embarked on a strategic collaboration with onsemi to evaluate its Embedded Power Platform (EPP), marking a significant step towards integrating next-generation power architectures in future electric vehicles. This partnership aims to explore how a more integrated power system design can enhance vehicle performance, efficiency, and design flexibility, crucial elements as automakers expand their electrified vehicle offerings. By gaining early access to engineering samples and...
A number of stocks jumped in the afternoon session after Treasury yields retreated below 5% and oil prices declined, sparking a recovery across growth-oriented equities following the Federal Reserve's interest rate increase.
ON Semiconductor (ON) stock trades near $67, about 50% below its 52-week high. It lost 43.7% over the trailing three months, ending with a 9.0% fall on September 16. Yet it is still up 38.4% over the trailing twelve months, against 15.5% for the S&P 500. The company's latest results show a business still shrinking but recovering, not one in trouble.
ON Semiconductor scheduled an investor day to make its case to Wall Street and watched its stock sink 9% through the presentation. Now the CEO is explaining a $30 billion gap in his own slide deck, and buyers are deciding whether to trust the answer.
Key Stats for ON Semiconductor StockCurrent Price: $66. 60Target Price (Mid): ~$145Street Target: ~$106Potential Total Return: ~118%Annualized IRR: ~20% / yearWhat Happened?ON Semiconductor (ON) spent September 16 telling investors it could nearly double its revenue to $11 billion by 2030, lift gross margins to 53%, and build a $2.
onsemi (NASDAQ:ON) outlined a strategy centered on power-density technologies for artificial intelligence data centers, electric vehicles, industrial systems and “Physical AI,” while setting long-term revenue, margin and free-cash-flow targets through 2030. At the company’s analyst event, President
In September 2026, onsemi unveiled its Embedded Power Platform (EPP), a wafer-level power solution that integrates silicon, silicon carbide and gallium nitride dies to deliver higher power density and system-level co-optimization for AI infrastructure and electrified vehicles, while also announcing that EPP sampling is planned to begin in 2026. onsemi also announced a technology engagement giving Subaru early access to EPP, highlighting how closer co-design around compact, efficient power...
In the closing of the recent trading day, ON Semiconductor Corp. (ON) stood at $66.6, denoting a -9.02% move from the preceding trading day.
Shares of On Semiconductor which makes power management technology used in cars and artificial intelligence data centers, fell 9% Wednesday as its Investor Day disappointed investors, despite a big announcement. The Scottsdale, Ariz.-based company said its new Embedded Power Platform, which is designed for use in AI data centers and electric cars for power switching, driving, and controlling, delivers three to five times more power density than current solutions. Auto maker Subaru is one of Onsemi’s first partners testing the new technology, which “is expected to begin sampling in 2026 with strategic customers and ecosystem participants across automotive and AI applications.”
Texas Instruments' data center sales double in Q2'26 as AI spending, rising chip content and capacity support growth.
In the latest trading session, ON Semiconductor Corp. (ON) closed at $71.65, marking a -5.9% move from the previous day.
ON Semiconductor has underperformed the Semiconductor industry over the past year, but analysts are cautiously optimistic about the stock’s prospects.
Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.
ON Semiconductor Corp. (ON) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Texas Instruments hikes prices as chip demand strengthens, adding a new lever for revenues and margins as unit volumes drive near-term growth.
Analog Devices (ADI) agreed to acquire Alif Semiconductor in a $1.35 billion all-cash deal that will
The latest trading day saw ON Semiconductor Corp. (ON) settling at $71.08, representing a -4.44% change from its previous close.
Chris King, Chairman of Skyworks Solutions, is introduced as a semiconductor industry veteran with more than 50 years of experience. The segment highlights her time at IBM, her role as the first female CEO of a chip company at AMI Semiconductor, and that company's later acquisition by Onsemi. She speaks with Scarlet Fu & Kristine Aquino on "The Close."
The end of the earnings season is always a good time to take a step back and see who shined (and who didn’t). Let’s take a look at how analog semiconductors stocks fared in Q2, starting with onsemi (NASDAQ:ON).
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned 27.02% in the first half of 2026, outperforming the Russell 2000 Value Index’s 22.99% gain and the S&P 600 Index’s 23.90% return. Small-cap earnings […]
onsemi (NASDAQ:ON) executives said demand conditions have improved across the company’s end markets, with automotive appearing to have reached a bottom in the first quarter and artificial intelligence data-center demand providing a significant source of growth. Speaking at the Deutsche Bank Technol
STM and ON offer distinct EV semiconductor opportunities, with growth, earnings, SiC momentum, design wins and capacity trends shaping the debate.
Investing.com -- Bank of America told clients in a note on Tuesday that the risk/reward in semiconductors is positive despite near-term pressure, with the bank flagging eight names as enhanced buying opportunities.
Options traders have also been betting on more upside
ON Semiconductor stock has delivered a 63.1% return over the past five years, yet current checks point to a company that looks roughly in line with its estimated worth based on a Discounted Cash Flow (DCF) model, while market multiples lean on the expensive side. After a strong run into 2026 and a recent pullback, the valuation signals are mixed rather than clearly cheap or clearly stretched. Over the last five years, ON Semiconductor has returned 63.1%, which puts recent share price...
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