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ON Semiconductor Corp. (ON) delivered earnings and revenue surprises of +2.78% and +1.10%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Investing.com -- Onsemi (NASDAQ:ON) reported second quarter results that exceeded analyst expectations, with adjusted earnings per share of $0.74 beating the consensus estimate of $0.71 by $0.03. Revenue reached $1.6 billion, surpassing the analyst estimate of $1.59 billion and representing a 9% increase YoY from $1.47 billion in the second quarter of 2025.
While most of the company’s chip sales are to the car business, its fastest growing segment is to artificial intelligence data centers.
Texas Instruments' stronger margins, cash generation and 2026 growth outlook outweigh ON Semiconductor's cheaper valuation, making it the better semiconductor buy.
MaxLinear (MXL) delivered earnings and revenue surprises of +6.06% and +2.33%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
AI infrastructure is running into physical bottlenecks that most investors overlook, and three semiconductor stocks sitting at those chokepoints are flashing unusual setups ahead of July earnings season.
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.
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.
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.
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.
Taiwan Semiconductor outpaces the sector and peers over the past year as AI demand, advanced chips and rising estimates support its growth outlook.
Broadcom and ON Semiconductor give chip investors two very different paths into the next semiconductor cycle. The question is which stock offers the better setup as AI spending, industrial demand, and valuation all come into play.
The all-stock transaction would "would accelerate onsemi’s evolution toward global leadership in intelligent systems" through Synaptics’ “differentiated Edge AI compute franchise and human-machine interface and wireless connectivity solutions,” onsemi said.
Comcast created a stir among communication services stocks with a plan to spin off its media and entertainment assets into a new publicly traded company.
ON Semiconductor (NasdaqGS:ON) has agreed to acquire Synaptics in an all stock deal valued at $7b. The transaction is aimed at expanding ON Semiconductor's reach into AI driven intelligent systems and edge AI applications. The deal is intended to add advanced AI processors and wireless connectivity alongside ON Semiconductor's existing power and analog portfolio. ON Semiconductor enters this deal with its share price at $90.65 and a mixed recent track record, including a decline of 25.5%...
When a whole sector sells off at once, the best names can get dragged down with the worst.
ON's $7B all-stock Synaptics deal expands its Physical AI platform with Edge AI, connectivity and sensing. Can integration fuel long-term growth?
An all-stock transaction with a 19% premium targets physical AI and edge compute
Under the agreement, Synaptics shareholders will receive 1.350 shares of onsemi common stock for each Synaptics share they hold.
ON Semiconductor said Synaptics’s AI compute platform, human-machine interface technology, and connectivity solutions would help it meet demand for increasingly capable AI solutions that can interact with the physical world.
Onsemi said on Thursday it had agreed to acquire Synaptics in an all-stock deal valued at about $7 billion, potentially broadening the chipmaker's presence in the fast-growing market for AI-enabled devices Shares of Onsemi fell about 7.4% in extended trading, while those of Synaptics were down 0.5%. Under the terms of the agreement, Synaptics shareholders will receive 1.350 shares of onsemi common stock for each Synaptics share. This exchange ratio represents a 19% premium based on the 10-day volume-weighted average closing prices of both companies' stocks.
Is ON the better EV chip buy as SiC leadership, AI data center growth, stronger ROIC and lower valuation give it an edge over STM?
A number of stocks jumped in the afternoon session after the Philadelphia Semiconductor Index hit a fresh record high even as the broader Nasdaq slipped as NVIDIA unveiled its next-generation Vera Rubin platform at the ISC High Performance 2026 conference in Hamburg, which set off a chain reaction across the chip and AI-server supply chain.
The AI infrastructure trade has broadened. NVIDIA (NASDAQ:NVDA) still owns the headline, but the second-derivative names that supply connectivity, power, and custom silicon to hyperscalers are where the cleaner setups now sit. Three semiconductor stocks fit that thesis heading into the back half of 2026: each delivered a Q1 2026 beat with raised or strong ... 3 Stocks to Buy Now Before Wall Street Catches On
After delivering stronger returns than the broader technology sector over the past year, ON Semiconductor continues to garner a moderately bullish outlook from analysts.
Monolithic Power Systems has considerably outperformed its sector peers recently, and analysts remain highly optimistic about the stock’s prospects.
The S&P 500 Index ($SPX ) (SPY ) on Monday closed up +0.30%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.16%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +1.58%. June E-mini S&P futures (ESM26 ) rose +0.18%, and June E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is up +1.01%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.46%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.39%. June E-mini S&P futures (ESM26 ) are up +1.00%, and June E-mini Nasdaq futures...
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