ON Semiconductor Corporation (ON) | Rumor.io

ON Semiconductor

Attention (50-day avg)0.01%

Attention rank (50-day avg)#566

Bullish sentiment (50-day avg)6%

Price to earnings ratio50.6

Market capitalization29.5B

Earnings per share1.51

Dividend yield (TTM)—

Revenue (annual)6B

Net income (annual)123.6M

Social

What share of all stock conversation is about ON?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% 0	0% -0.01	0.02% +0.01

Sep 16

ON Semiconductor Corporation ($ON) had a positive investor day, with the stock sitting along long-term support on the weekly chart after a significant pullback.
The stock has a large gamma concentration near the $77 strike for the Sep 18 expiry, which can act as a "pin" and dampen volatility around that strike into expiration.
The stock has a price target of $109.61, representing nearly 50% upside from the current price.

Generated by AI

Sentiment

Of the messages about ON that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	100% +4.76	94.44% +90.65	54.46% -8.38
Bearish	—	0% -4.76	5.56% -90.65	45.54% +8.38

Bullish· Aug 13

ON Semiconductor Corporation has recently seen a Golden Cross on the weekly chart, indicating a potential long-term upward trend.
The company has announced the early termination of the Hart-Scott-Rodino waiting period for its planned merger with Synaptics, a positive step towards the merger's completion.
The stock's recent dip of around 40% from its highs presents a potential buying opportunity for investors.

Bearish· Jun 29

$ON has lost a quarter of its value in one day, indicating a significant decline in investor confidence.
The company's poor performance is attributed to its inability to keep up with quarterly demands, despite having a full-time team of financial analysts.
$ON's bearish trend is further exacerbated by the fact that analysts are raising their price target despite the stock taking a nosedive, suggesting a disconnect between market expectations and the company's fundamental value.

Generated by AI

Topics

Of the messages about ON that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Technical Analysis	—	0%	1.53%	2.47%
Announcements	—	100%	1.91%	20.26%
Macro	—	0%	32.06%	49.42%
Analysts	—	0%	32.44%	26.88%
Earnings	—	0%	32.06%	0.95%
Controversies	—	0%	0%	0.02%

Earnings· May 4

ON Semiconductor Corporation reported Q1 2026 earnings with revenue of $1.513B, beating estimates by $20M, and adjusted EPS of $0.64, beating estimates by $0.02.
The company's AI data center business more than doubled YoY and accelerated by 30%+ QoQ, with revenue guidance for Q2 2026 of $1.535B-$1.635B and adjusted EPS of $0.65-$0.77.
ON Semiconductor's CEO stated that the company has moved beyond the cyclical trough and is on a path to recovery, with operational improvements delivering strong operating leverage and a 10% year-over-year increase in operating income.

Analysts· May 27

Analysts expect ON Semiconductor to benefit from the shift to 800V data centers, driven by increasing power needs for AI servers.
ON Semiconductor is seen as a direct beneficiary, along with Texas Instruments, of the growing demand for power semiconductors in AI applications.
The company's SiC power semiconductors are expected to play a key role in this trend, as highlighted by a recent upgrade in target price by BofA to $370.

Announcements· Nov 24

ON Semiconductor is emerging as a critical supplier for the future of electrification and AI compute, with its high-efficiency silicon carbide solutions helping AI data centers cut power costs.
The company's leadership stability and potential tariff exemptions due to its ongoing investments in U.S. manufacturing may position it well for long-term investors.
ON Semiconductor's positioning heading into 2026 appears solid, with a combination of factors such as F1 rights, leadership stability, and tariff exemptions potentially benefiting the company.

Controversies· Apr 14

ON Semiconductor is facing potential tariffs on its semiconductor imports due to probes initiated by the Commerce Department.
The company has withdrawn its proposal to acquire Allegro MicroSystems for $35.10 per share, citing no viable path forward.
The move by ON Semiconductor to terminate its acquisition efforts may be a response to the potential tariffs and the impact on its business.

Macro· Nov 24

ON Semiconductor Corporation is mentioned in the context of President Trump's planned tariffs on semiconductor imports, which may impact the company.
The company's positioning is considered solid due to its ongoing investments in U.S. manufacturing, leadership stability, and potential tariff exemptions.
The impact of these developments on long-term investors is questioned, with some considering it background noise.

Technical Analysis· Oct 30

$ON down nearly 12% on earnings, losing multi-month trend line and below the 200, with large holders needing to turn paper profit into cash.
The stock's price action is ominous, with a big drop and testing of the trend line, and it may test support at 50.
$ON is 40% from its high in July, and may be a stock that ends up going down 50% after topping out, with a potential target in the low 50s.

Generated by AI

Community

Of the messages about ON, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	—	50%	4.87%	20.27%
Newcomers	—	50%	95.13%	79.73%

Regulars· Aug 3

On Semi reported better-than-expected Q2 results, with adjusted EPS of $0.74 and revenue of $1.60 billion, exceeding estimates and sending shares up 4.5% in after-hours trading.
The company guided Q3 revenue to $1.65-$1.75 billion, above the $1.67 billion consensus, and adjusted EPS is expected at $0.81-$0.93, exceeding analysts' $0.84 estimate.
On Semi's CEO highlighted strengthening demand, particularly from AI-driven applications, and increasing customer adoption of the company's differentiated Treo and high-voltage power solutions.

Newcomers· Sep 16

New investors are focusing on the recent Investor Day call, which seems to have gone well, but the stock still took a hit.
Some newcomers are questioning the management's ability, with one user wondering why the company is getting "pummeled" despite being profitable, while another user sees it as an opportunity to buy.
Analysts and newcomers alike are waiting for updates on revenue and data centers, with some seeing a good entry point due to support at a certain level.

Generated by AI

News

Better Semiconductor Equipment Stock: Applied Materials vs. Lam Research | The Motley Fool

The chipmaking equipment boom has supercharged growth for both companies, and their prospects suggest further upside in their stock prices.

16h agoThe Motley Fool

ON Semiconductor Corp. stock underperforms Monday when compared to competitors

1d agoMarketWatch

Latest News In AI Chips - AI's Impact on Semiconductor Transformation and Material Demand

2d agoYahoo Finance

Global AI trade could revive after recent pullback, J.P. Morgan says

2d agoreuters.com

ON Semiconductor (ON) Stock Stays Near Fair Value Despite Its 69% Run

ON Semiconductor has seen its share price climb in recent years, helped by excitement around power chips for AI and electric vehicles. This puts a sharper spotlight on whether the cash the business can generate really supports where the stock trades today. Investors now have fresh product news and a strong recent run to weigh against the intrinsic value suggested by the company’s future cash flows. Over the past 5 years the stock has returned 69.3%. Anyone buying or holding today is...

4d agoYahoo Finance

ON Semiconductor (ON) Could Be 28% Below Fair Value As Product Momentum Builds

ON Semiconductor (ON) sits at the intersection of two very different forces right now. You have rising Treasury yields and trade policy worries pressuring semis, while fresh product news and analyst optimism pull in the other direction. Recent trading tells a mixed story. ON Semiconductor’s share price is up 5.54% over 1 day and 10.32% over 7 days, yet still down 14.84% over 90 days, while the 1 year total shareholder return of 53.91% and 5 year total shareholder return of 69.26% indicate...

4d agoYahoo Finance

Also Discussed

Investors talking about ON also mention

#	Name	Attention
1	Microchip Technology Inc.MCHP	0%0
2	NXP Semiconductors N.V.NXPI	0%-0.01
3	Lattice Semiconductor CorporationLSCC	0%0
4	Texas Instruments Inc.TXN	0%0
5	GlobalFoundries Inc.GFS	0%0
6	STMicroelectronics N.V.STM	0.02%+0.02
7	Applied Materials Inc.AMAT	0.01%+0.01
8	Cadence Design Systems IncCDNS	0.01%+0.01
9	Monolithic Power Systems Inc.MPWR	0%0
10	Lam Research Corp.LRCX	0.02%-0.01

ON Semiconductor Corporation

Technology
Semiconductors

ON Semiconductor Corporation is a semiconductor company that develops intelligent power and sensing solutions for automotive, industrial, computing, and communications applications. The company designs and supplies a broad portfolio of products that includes power management devices, image sensors, analog and mixed-signal components, and silicon carbide technologies used in energy-efficient systems. ON Semiconductor Corporation supports customers building electric vehicles, factory automation, advanced driver-assistance systems, data centers, and renewable energy equipment. Its products help manage power conversion, enable sensing and imaging, and improve system efficiency across complex electronic platforms. Headquartered in Scottsdale, Arizona, ON Semiconductor Corporation plays an important role in the global semiconductor market by supplying components that support electrification, automation, and connected devices.

Website

Location

5701 North Pima Road

Scottsdale, AZ, 85250

United States

Social

What share of all stock conversation is about ON?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% 0	0% -0.01	0.02% +0.01

Sep 16

ON Semiconductor Corporation ($ON) had a positive investor day, with the stock sitting along long-term support on the weekly chart after a significant pullback.
The stock has a large gamma concentration near the $77 strike for the Sep 18 expiry, which can act as a "pin" and dampen volatility around that strike into expiration.
The stock has a price target of $109.61, representing nearly 50% upside from the current price.

Generated by AI

Sentiment

Of the messages about ON that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	100% +4.76	94.44% +90.65	54.46% -8.38
Bearish	—	0% -4.76	5.56% -90.65	45.54% +8.38

Bullish· Aug 13

ON Semiconductor Corporation has recently seen a Golden Cross on the weekly chart, indicating a potential long-term upward trend.
The company has announced the early termination of the Hart-Scott-Rodino waiting period for its planned merger with Synaptics, a positive step towards the merger's completion.
The stock's recent dip of around 40% from its highs presents a potential buying opportunity for investors.

Bearish· Jun 29

$ON has lost a quarter of its value in one day, indicating a significant decline in investor confidence.
The company's poor performance is attributed to its inability to keep up with quarterly demands, despite having a full-time team of financial analysts.
$ON's bearish trend is further exacerbated by the fact that analysts are raising their price target despite the stock taking a nosedive, suggesting a disconnect between market expectations and the company's fundamental value.

Generated by AI

Topics

Of the messages about ON that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Technical Analysis	—	0%	1.53%	2.47%
Announcements	—	100%	1.91%	20.26%
Macro	—	0%	32.06%	49.42%
Analysts	—	0%	32.44%	26.88%
Earnings	—	0%	32.06%	0.95%
Controversies	—	0%	0%	0.02%

Earnings· May 4

ON Semiconductor Corporation reported Q1 2026 earnings with revenue of $1.513B, beating estimates by $20M, and adjusted EPS of $0.64, beating estimates by $0.02.
The company's AI data center business more than doubled YoY and accelerated by 30%+ QoQ, with revenue guidance for Q2 2026 of $1.535B-$1.635B and adjusted EPS of $0.65-$0.77.
ON Semiconductor's CEO stated that the company has moved beyond the cyclical trough and is on a path to recovery, with operational improvements delivering strong operating leverage and a 10% year-over-year increase in operating income.

Analysts· May 27

Analysts expect ON Semiconductor to benefit from the shift to 800V data centers, driven by increasing power needs for AI servers.
ON Semiconductor is seen as a direct beneficiary, along with Texas Instruments, of the growing demand for power semiconductors in AI applications.
The company's SiC power semiconductors are expected to play a key role in this trend, as highlighted by a recent upgrade in target price by BofA to $370.

Announcements· Nov 24

ON Semiconductor is emerging as a critical supplier for the future of electrification and AI compute, with its high-efficiency silicon carbide solutions helping AI data centers cut power costs.
The company's leadership stability and potential tariff exemptions due to its ongoing investments in U.S. manufacturing may position it well for long-term investors.
ON Semiconductor's positioning heading into 2026 appears solid, with a combination of factors such as F1 rights, leadership stability, and tariff exemptions potentially benefiting the company.

Controversies· Apr 14

ON Semiconductor is facing potential tariffs on its semiconductor imports due to probes initiated by the Commerce Department.
The company has withdrawn its proposal to acquire Allegro MicroSystems for $35.10 per share, citing no viable path forward.
The move by ON Semiconductor to terminate its acquisition efforts may be a response to the potential tariffs and the impact on its business.

Macro· Nov 24

ON Semiconductor Corporation is mentioned in the context of President Trump's planned tariffs on semiconductor imports, which may impact the company.
The company's positioning is considered solid due to its ongoing investments in U.S. manufacturing, leadership stability, and potential tariff exemptions.
The impact of these developments on long-term investors is questioned, with some considering it background noise.

Technical Analysis· Oct 30

$ON down nearly 12% on earnings, losing multi-month trend line and below the 200, with large holders needing to turn paper profit into cash.
The stock's price action is ominous, with a big drop and testing of the trend line, and it may test support at 50.
$ON is 40% from its high in July, and may be a stock that ends up going down 50% after topping out, with a potential target in the low 50s.

Generated by AI

Community

Of the messages about ON, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	—	50%	4.87%	20.27%
Newcomers	—	50%	95.13%	79.73%

Regulars· Aug 3

On Semi reported better-than-expected Q2 results, with adjusted EPS of $0.74 and revenue of $1.60 billion, exceeding estimates and sending shares up 4.5% in after-hours trading.
The company guided Q3 revenue to $1.65-$1.75 billion, above the $1.67 billion consensus, and adjusted EPS is expected at $0.81-$0.93, exceeding analysts' $0.84 estimate.
On Semi's CEO highlighted strengthening demand, particularly from AI-driven applications, and increasing customer adoption of the company's differentiated Treo and high-voltage power solutions.

Newcomers· Sep 16

New investors are focusing on the recent Investor Day call, which seems to have gone well, but the stock still took a hit.
Some newcomers are questioning the management's ability, with one user wondering why the company is getting "pummeled" despite being profitable, while another user sees it as an opportunity to buy.
Analysts and newcomers alike are waiting for updates on revenue and data centers, with some seeing a good entry point due to support at a certain level.

Generated by AI

ON Semiconductor

Social

Sep 16

Bullish· Aug 13

Bearish· Jun 29

Earnings· May 4

Analysts· May 27

Announcements· Nov 24

Controversies· Apr 14

Macro· Nov 24

Technical Analysis· Oct 30

Regulars· Aug 3

Newcomers· Sep 16

Better Semiconductor Equipment Stock: Applied Materials vs. Lam Research | The Motley Fool

ON Semiconductor Corp. stock underperforms Monday when compared to competitors

Latest News In AI Chips - AI's Impact on Semiconductor Transformation and Material Demand

Global AI trade could revive after recent pullback, J.P. Morgan says

ON Semiconductor (ON) Stock Stays Near Fair Value Despite Its 69% Run

ON Semiconductor (ON) Could Be 28% Below Fair Value As Product Momentum Builds

Also Discussed

ON Semiconductor Corporation

Company Information

Location

Better Semiconductor Equipment Stock: Applied Materials vs. Lam Research | The Motley Fool

ON Semiconductor Corp. stock underperforms Monday when compared to competitors

Latest News In AI Chips - AI's Impact on Semiconductor Transformation and Material Demand

Global AI trade could revive after recent pullback, J.P. Morgan says

ON Semiconductor (ON) Stock Stays Near Fair Value Despite Its 69% Run

ON Semiconductor (ON) Could Be 28% Below Fair Value As Product Momentum Builds

Also Discussed

Social

Sep 16

Bullish· Aug 13

Bearish· Jun 29

Earnings· May 4

Analysts· May 27

Announcements· Nov 24

Controversies· Apr 14

Macro· Nov 24

Technical Analysis· Oct 30

Regulars· Aug 3

Newcomers· Sep 16