High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
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.
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.
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.
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...
Analog Devices stock rises after the chip maker posts better-than-expected quarterly earnings and guidance.
Power semiconductor stocks are pushing higher in Monday trading, with Wolfspeed (NYSE:WOLF) up 5.74% to $33.61, STMicroelectronics (NYSE:STM) up 4.17% to $56.56, and ON Semiconductor (NASDAQ:ON) up 2.96% to $85.11. The move follows a weekend Mizuho research note flagging a stronger and faster NVIDIA Vera Rubin ramp than the market had been positioned for. Vera ... Power Semis Soar Monday: Wolfspeed, STMicro and On Semiconductor Rally on Vera Rubin Ramp Signals
Semiconductors are the picks and shovels of modern technology. The way we live and work is also changing with AI, which is creating secular demand for more powerful chips. As a result, the industry has seen solid stock price performance over the last six months as its gain of 46.5% has outpaced the S&P 500’s 13.5% return.
Over the past six months, onsemi has been a great trade, beating the S&P 500 by 9.6%. Its stock price has climbed to $81.31, representing a healthy 20.7% increase. This was partly due to its solid quarterly results, and the performance may have investors wondering how to approach the situation.
ON Semiconductor (ON) just delivered second quarter 2026 results and fresh third quarter guidance, highlighting rapid growth in its AI data center segment alongside updated revenue and earnings expectations for the months ahead. See our latest analysis for ON Semiconductor. ON Semiconductor’s share price closed at US$81.11 after the results, with a 1 day share price return of 1.67%, while the 30 day share price return is down 15.48%. Even so, momentum over a longer horizon remains strong,...
Onsemi has spent several years working through weakness in its core automotive and industrial markets, and its latest quarter gave Wall Street a clearer look at where the next leg of growth could come from. The chipmaker reported second-quarter results on Aug. 3 that showed improving revenue, ...
ON Semiconductor Corp. (ON) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
ON Semiconductor stock rises. Analysts see better margins and stronger AI demand ahead
MCHP heads into fiscal Q1 2027 with stronger bookings, AI and data center demand, channel restocking and expected margin expansion.
ON Semiconductor Corporation recently reported second-quarter 2026 results, with sales rising to US$1,603.5 million and diluted EPS from continuing operations increasing to US$0.56, and issued third-quarter guidance calling for US$1,650 million to US$1,750 million in revenue and diluted EPS of US$0.79 to US$0.91. The company coupled these results with record free cash flow margins, AI data center–driven growth, and completion of a US$677.63 million share repurchase program covering 2.24% of...
The chipmaker beat analyst estimates on both profit and revenue, and now expects its AI data center business to more than double in 2026
September Nasdaq 100 E-Mini futures (NQU26) are up +0.67% this morning, signaling further gains for tech stocks as blockbuster earnings from Palantir Technologies boosted sentiment.
ON Semiconductor (NASDAQ:ON) shares climbed 7. 6% in pre-market trading after the chipmaker reported second-quarter 2026 results that exceeded Wall Street forecasts and issued a stronger-than-expected outlook for the current quarter.
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.
Earnings continue to be the market's engine, and a series of results this week from Palantir, SpaceX, and AMD are set to rev up stocks again.
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.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.