ON Semiconductor (ON)

Tradr Launches Leveraged ETFs on Microchip, NXP, and ON SemiMay 28, 2026 6:46 AM
PR Newswire (US) Three first-to-market products expand Tradr's presence in highly watched semiconductor verticalNEW YORK, May 28, 2026 /PRNewswire/ -- Tradr ETFs, a provider of ETFs designed for sophisticated investors and professional traders, today launched three new leveraged ETFs on single stocks. The Cboe-listed funds seek to deliver two times long (200%) the daily performance of a specific underlying stock. All three ETFs are first-to-market strategies.The following ETFs are expected to open for trading today:Tradr 2X Long MCHP Daily ETF (Cboe: MCHU) – tracks Microchip Technology, Inc. (Nasdaq: MCHP)Tradr 2X Long NXPI Daily ETF (Cboe: NXPX) – tracks NXP Semiconductors N.V. (Nasdaq: NXPI)Tradr 2X Long ON Daily ETF (Cboe: ONX) – tracks ON Semiconductor Corporation (Nasdaq: ON)"We are excited to add three more semiconductor names to our burgeoning single-stock ETF stable one that already includes NVIDIA, Navitas, and Astera Labs", said Matt Markiewicz, Head of Product and Capital Markets at Tradr ETFs. "Although Microchip, NXP and ON Semi have been around for decades, they have more recently gained attention as integral picks and shovels players in the American AI infrastructure buildout."Tradr's lineup of 63 leveraged ETFs represents over $7 billion in assets under management. Tradr's strategies can be accessed through most brokerage platforms and allow investors to avoid the hassle of using margin and the complexity of options trading. The firm continues its mission of providing sophisticated investors with innovative trading tools that enhance their ability to express market views with precision and efficiency.For detailed information on Tradr ETFs and the significant risks involved with leveraged ETFs, please visit www.tradretfs.com.About Tradr ETFs
Tradr ETFs are designed for sophisticated investors and professional traders who are looking to express high conviction investment views. The strategies include leveraged and inverse ETFs that seek short or long exposure to actively traded stocks and ETFs.IMPORTANT RISK INFORMATIONTradr ETFs are for sophisticated investors and professional traders with high conviction views and are very different from most other ETFs. The Funds are intended to be used as short-term trading vehicles and pursue leveraged investment objectives, which means they are riskier than alternatives that do not use leverage because the Funds magnify the performance of their underlying security. The volatility of the underlying security may affect a Fund's return as much as, or more than, the return of the underlying security.Investors in the fund should: (a) understand the risks associated with the use of leverage; (b) understand the consequences of seeking inverse and leveraged investment results; (c) for short ETFs, understand the risk of shorting; (d) intend to actively monitor and manage their investment. Fund performance will likely be significantly different than the benchmark over periods longer than the specified reset period and the performance may trend in the opposite direction than its benchmark over periods other than that period.Leverage increases the risk of a total loss of an investor's investment, may increase the volatility of the Funds, and may magnify any differences between the performance of the Funds and their reference security. The Funds seek leveraged investment results for a specific period (daily, monthly or quarterly). The exact exposure of an investment in the Fund intra-period will depend upon the movement of the reference security from the end of the prior period until the time of investment by the investor.The Fund will not attempt to position its portfolio to ensure it does not gain or lose more than a maximum percentage of its net asset value on a given trading day. As a consequence, investors in a Fund that seeks two times daily performance would lose all of their money if the Fund's underlying security moves more than 50% in a direction adverse to the Fund on a given trading day.ETFs involve risk including possible loss of the full principal value. There is no assurance that the Fund will achieve its investment objective. Principal risks and other important risks may be found in the prospectus. Past performance does not guarantee future results.ETF shares are bought and sold at market price (not NAV) and are not individually redeemed from the ETF. There can be no guarantee that an active trading market for ETF shares will develop or be maintained, or that their listing will continue or remain unchanged. Buying or selling ETF shares on an exchange may require the payment of brokerage commissions and frequent trading may incur brokerage costs that detract significantly from investment returns.Investors should carefully consider the investment objectives, risks, charges and expenses of the Funds. This and other important information about the Fund is contained in the Prospectus, which can be obtained by visiting www.tradretfs.com. The Prospectus should be read carefully before investing.Distributed by ALPS Distributors, Inc, which is not affiliated with AXS Investments or its Tradr ETFs. AXI000947 View original content to download multimedia:https://www.prnewswire.com/news-releases/tradr-launches-leveraged-etfs-on-microchip-nxp-and-on-semi-302784175.htmlSOURCE Tradr ETFs Original: Tradr Launches Leveraged ETFs on Microchip, NXP, and ON Semi

ON Semiconductor Beats Estimates but Shares Slip in Premarket TradingMay 5, 2026 7:42 AM
IH Market News ON Semiconductor Corporation (NASDAQ:ON) reported quarterly results on Monday that exceeded expectations on both revenue and earnings, while also issuing stronger-than-forecast guidance for the current quarter. Despite this, the stock declined around 4% in premarket trading on Tuesday.The Arizona-based chipmaker posted first-quarter 2026 earnings of $0.64 per share on revenue of $1.51 billion, ahead of analyst projections of $0.61 per share and $1.49 billion in revenue. Business Overview and Segment Performance ON Semiconductor, also known as onsemi, supplies semiconductor components to automotive, industrial and artificial intelligence data center markets. Its product range spans power modules, image sensors, processors, photodetectors, amplifiers and microcontrollers.The company’s operations are divided into three segments: Power Solutions Group (PSG), Analog and Mixed-Signal Group (AMG), and Intelligent Sensing Group (ISG).Revenue from PSG rose 14% year-on-year to $736.6 million, while AMG revenue declined 5% to $540.4 million. ISG recorded a 5% increase in sales to $236.3 million.Gross margin reached 38.5%, improving by 30 basis points compared with the previous quarter. AI Demand and Recovery Signals “We exceeded expectations as demand strengthened through the quarter and we have moved beyond the cyclical trough on a path to recovery. Our AI data center business accelerated, growing more than 30% sequentially,” said Hassane El-Khoury. Outlook Beats Market Expectations Looking ahead, ON Semiconductor expects second-quarter adjusted earnings of between $0.65 and $0.77 per share, on revenue ranging from $1.535 billion to $1.635 billion. The midpoint of both ranges is above analyst consensus, which stands at $0.67 per share on $1.53 billion in revenue.“Looking ahead, we are encouraged by the underlying health of the business and the long-term opportunities driven by increasing semiconductor content in automotive, industrial and AI data center applications,” El-Khoury added. Analyst Reaction and Industry Context Analysts at Mizuho Financial Group raised their price target on the stock to $120 from $70 following the results, citing “better June quarter guide, improving margins, and AI/DC trends.”The results come as investors monitor signs of stabilization in ON Semiconductor’s key industrial and automotive markets. There is also strong focus on demand from AI data centers and the company’s position in silicon carbide technology, a fast-growing segment tied to electric vehicles, automation and high-performance power applications. Why the Stock Fell One possible explanation for the negative share reaction is the stock’s strong run-up ahead of earnings. ON Semiconductor shares have surged about 89% year-to-date, significantly outperforming the Philadelphia Semiconductor Index, which has gained nearly 49%, and the broader S&P 500, up around 5%.The broader AI sector has also faced some pressure recently, after major tech companies including Alphabet Inc., Microsoft Corporation and Meta Platforms Inc. reaffirmed or increased capital spending plans on AI. This followed reports that OpenAI had fallen short of internal targets for revenue and user growth.ON Semiconductor stock price Original: ON Semiconductor Beats Estimates but Shares Slip in Premarket Trading

ON Semiconductor Deepens Partnership With NIO on 900V EV TechnologyApril 27, 2026 6:27 AM
IH Market News
ON Semiconductor Corporation (NASDAQ:ON) has broadened its strategic partnership with NIO Inc. (NYSE:NIO) to support the rollout of next-generation 900V electric vehicle platforms, according to a company announcement.The collaboration will incorporate onsemi’s EliteSiC enhanced M3e technology as NIO transitions from 400V to 900V system architectures. The solution is designed to enhance switching efficiency through improved body diode performance, helping to reduce energy losses while preserving durability under short-circuit conditions.Several NIO vehicles equipped with onsemi technology are expected to be featured at the 2026 Beijing Auto Show, including the company’s flagship ES9 SUV. The expanded agreement builds on an existing multi-year relationship that previously supported NIO’s 400V platforms.“Our expanded collaboration with NIO demonstrates how deep engineering alignment and aligned technology roadmaps can accelerate the transition to high-voltage architectures,” said Hassane El-Khoury, President and CEO of onsemi.Alan Zeng, CEO of XPT—NIO’s powertrain division—added that “the performance and reliability of onsemi’s EliteSiC technology, combined with strong technical collaboration, are helping us deliver more efficient, high-performance vehicles to our customers worldwide.”The strengthened partnership highlights a broader industry trend toward tighter integration between automakers and semiconductor firms, as electric vehicles demand increasingly advanced power systems. The focus is on system-level optimisation to enable scalable and higher-performance EV platforms.onsemi’s EliteSiC technology is engineered to support greater power output, improved thermal management, and enhanced drivetrain efficiency as the sector moves toward higher-voltage electric vehicle architectures.ON Semiconductor stock priceNIO stock price

Original: ON Semiconductor Deepens Partnership With NIO on 900V EV Technology

ON Semiconductor shares slide after Q4 revenue meets forecasts and 2026 guidance lands in lineFebruary 10, 2026 6:01 AM
IH Market News
Shares of ON Semiconductor Corporation (NASDAQ:ON) fell around 5% in premarket trading on Tuesday after the chipmaker reported fourth-quarter results that slightly topped profit expectations but delivered revenue and forward guidance broadly in line with market forecasts.The Arizona-based group posted adjusted earnings of $0.64 per share for the quarter ended December, edging past analysts’ consensus estimate of $0.62. Quarterly revenue totaled $1.53 billion, matching expectations.Chief executive Hassane El-Khoury said the company is seeing “increasing signs of stabilization” across its core end markets, noting that onsemi remains focused on investing in intelligent power and sensing technologies.Management continues to prioritize exposure to automotive, industrial and AI data-centre power applications, which it sees as the key engines of long-term growth.For the full 2025 fiscal year, ON Semiconductor generated $1.8 billion in operating cash flow and $1.4 billion in free cash flow, resulting in a record free cash flow margin of 24%. The company said it returned all of that free cash flow to shareholders through share buybacks.Looking ahead, ON forecast first-quarter 2026 adjusted earnings in the range of $0.56 to $0.66 per share, compared with a consensus forecast of $0.62. Revenue is expected to come in between $1.44 billion and $1.54 billion, versus analyst expectations of roughly $1.51 billion.Morgan Stanley analyst Joseph Moore said the “revenue guide [was] modestly softer, reflecting portfolio exits and normal seasonality following an in-line DecQ, rather than a change in underlying demand.”“Long-term (LT) positioning continues to improve, but a replenishment cycle has not yet begun, leaving the NT setup range-bound and fairly priced,” he added.Bank of America analyst Vivek Arya separately said the results show ON’s core operations are “stabilizing, but non-core exits pressure growth.”Chief financial officer Thad Trent added that the company’s major investment phase is largely complete, leaving it well placed to benefit from a recovery in market conditions and stronger operating leverage as new technologies scale up.ON Semiconductor stock price

Original: ON Semiconductor shares slide after Q4 revenue meets forecasts and 2026 guidance lands in line

Tech Bounce Holds Attention as Earnings Roll In; U.S. Retail Sales Awaited: Dow Jones, S&P, Nasdaq, Wall Street FuturesFebruary 10, 2026 5:39 AM
IH Market News
Futures tied to the main U.S. equity benchmarks were little changed on Tuesday as investors weighed a recent rebound in technology shares against a packed earnings calendar and key U.S. economic data due later this week. Results are scheduled from a range of blue chips, including CVS Health (NYSE:CVS) and Coca-Cola (NYSE:KO). Elsewhere, Japan’s Nikkei notched another record, while gold prices eased.



Futures steady after tech-led rebound



U.S. stock futures hovered near flat, signalling a tentative start to the session after Monday’s tech-driven advance.By 03:04 ET, Dow and S&P 500 futures were largely unchanged, while Nasdaq 100 futures slipped 18 points, or 0.1%.Wall Street’s major averages extended gains at the start of the week, building on momentum from late last week as technology stocks linked to the artificial intelligence buildout—particularly data centres—led the charge.Sentiment was further supported by a CNBC report citing comments from OpenAI chief executive Sam Altman, who said in an internal memo that ChatGPT had returned to growth. The development lifted expectations around one of the most influential hubs in the AI ecosystem. Analysts at Vital Knowledge noted that optimism around OpenAI helped prompt DA Davidson to upgrade its outlook for Oracle (NYSE:ORCL), which holds a $300bn data-centre contract with the ChatGPT developer.By the close, the Nasdaq Composite had climbed 0.9%, sitting just shy of a fresh record, while the S&P 500 also ended within striking distance of all-time highs.



Earnings rush continues



Another busy day of results is set to shape trading, as investors look for clues on corporate performance early in 2026.Ahead of the opening bell, reports are due from Marriott International (NASDAQ:MAR), Spotify (NYSE:SPOT), CVS Health and Coca-Cola. After the close, Gilead Sciences (NASDAQ:GILD) will publish its numbers.In after-hours moves, shares of Onsemi (NASDAQ:ON) fell after the chipmaker posted weaker-than-expected fourth-quarter revenue, citing a prolonged inventory overhang. Customers are still working through chip stockpiles accumulated during earlier supply-chain disruptions.Onsemi also flagged headwinds for its silicon carbide business from sluggish electric vehicle demand and intensifying competition from China. Its midpoint forecast for current-quarter sales came in below Wall Street expectations.



U.S. retail sales in focus



On the macro front, markets are bracing for December U.S. retail sales data.Household spending is the backbone of the U.S. economy, accounting for more than two-thirds of output and driving much of the 4.4% annualised GDP growth recorded in the third quarter.However, core retail sales—which exclude autos, gasoline, building materials and food services and are closely tied to the consumer component of GDP—are expected to rise 0.3% in the final month of 2025, easing from 0.5% in November.Some analysts point to a cooling labour market as a potential drag, although Federal Reserve officials in January characterised employment conditions as “stabilizing.” Analysts at ING said the data should still show “reasonably healthy” growth and reinforce the view that “the U.S. consumer is alive and well.”



Nikkei hits new high on “Takaichi trade”



Asian markets extended gains on Tuesday, led by Japan, where equities surged to fresh records on enthusiasm for the so-called “Takaichi trade” following Prime Minister Sanae Takaichi’s weekend election victory.Investors have welcomed expectations that Takaichi’s agenda will favour growth, profitability and domestic investment. Her decisive win has strengthened hopes for pro-business reforms, fiscal support and policies aimed at lifting capital investment, innovation and strategic industries.



Gold pulls back



Gold prices retreated on Tuesday, giving back part of Monday’s advance as markets remained cautious ahead of several important U.S. data releases.Silver and platinum also moved lower, despite limited support from an overnight dip in the dollar, which later stabilised during Asian trading.Precious metals have seen sharp swings over the past week, with profit-taking and stretched positioning pushing prices off record highs. Uncertainty around U.S. monetary policy—amid speculation over a potential change in Federal Reserve leadership—has added to volatility.Safe-haven demand for gold was also tempered by mixed signals in U.S.-Iran relations. While both sides reported progress in weekend talks over Iran’s nuclear programme, Washington nevertheless issued a warning on Monday to U.S.-flagged vessels transiting the Strait of Hormuz.CVS Health stock priceCoca-Cola stock priceOracle stock priceMarriott International stock priceSpotify stock priceGilead Sciences stock priceON Semiconductor stock price

Original: Tech Bounce Holds Attention as Earnings Roll In; U.S. Retail Sales Awaited: Dow Jones, S&P, Nasdaq, Wall Street Futures

Five Key Market Themes to Watch in the Coming WeekFebruary 9, 2026 5:51 AM
IH Market News
Investors are heading into a pivotal week shaped by closely watched U.S. jobs and inflation figures, a fresh wave of technology earnings after recent volatility, and major political developments in Japan and the United Kingdom. Here are the main issues likely to drive markets over the days ahead.



1. U.S. employment report takes centre stage



The standout item on this week’s economic calendar is the release of delayed U.S. employment data for January. The report, postponed by a brief three-day federal government shutdown that ended last Tuesday, is now scheduled for Wednesday.Economists expect the data to show the U.S. economy added 70,000 jobs in January, compared with 50,000 in the previous month. Markets will be scrutinising the figures for signs that the labour market is “stabilizing,” a term recently used by Federal Reserve Chair Jerome Powell.The Fed cut interest rates several times in 2025 in response to a cooling labour market pressured by tariff-related uncertainty. Recent indicators have been mixed: initial jobless claims rose more than expected last week, partly due to severe winter storms, while December job openings fell to a five-year low. Much of that decline was concentrated in professional and business services, which some analysts see as early evidence of AI-driven disruption to white-collar roles.



2. Inflation data in the spotlight



Friday brings another critical release with the publication of U.S. inflation data for January. The headline consumer price index is forecast to slow to 2.5% year on year, down from 2.7% in December, while the monthly increase is expected to match December’s 0.3% pace.Alongside employment, inflation forms the core of the Fed’s dual mandate, meaning both data points could heavily influence expectations for interest rate policy in 2026. Policymakers left rates unchanged last month, citing signs of a steadying labour market and inflation that remains subdued, though still above the Fed’s 2% target.The figures arrive after a volatile period for markets, partly driven by concerns over the impact of artificial intelligence on the software sector. Following a sharp sell-off last week, Wall Street stocks staged a rebound on Friday.Analysts at Capital Economics said they “suspect U.S. economic data this week might help investors’ nerves recover further[.]”



3. Another wave of tech earnings



Also in focus will be a heavy slate of corporate results, particularly from technology companies. Earnings updates are due from ON Semiconductor (NASDAQ:ON), Datadog (NASDAQ:DDOG), Spotify (NYSE:SPOT), Cisco (NASDAQ:CSCO) and Applied Materials (NASDAQ:AMAT).The reports could offer fresh insight into a sector rattled by rapid advances in artificial intelligence. Last week, software stocks sold off sharply after AI startup Anthropic unveiled a new workplace plugin aimed at legal and administrative tasks, sparking concerns that such tools could erode demand for traditional software services.As a result, investors will be paying close attention to management commentary on AI strategy and outlook.“[I]nvestors had a lot to think about following the extreme volatility from the last several sessions, including the huge rebound on Friday, which raises the question of whether the swoon (especially in tech) is over?” analysts at Vital Knowledge wrote.“We think the recent market swings are simply the most visible manifestations of large structural changes that have been underway beneath the surface for months, specifically in tech and AI[.]”



4. Japan prime minister’s election gamble pays off



Outside the U.S., Asian markets rose on Monday after Japanese Prime Minister Sanae Takaichi secured a decisive victory in a snap election over the weekend.The vote came just 110 days after Takaichi became Japan’s first female prime minister, making it a high-stakes gamble. Early reports suggest her Liberal Democratic Party won a rare supermajority in the lower house of parliament, strengthening her mandate.The outcome appears to clear the way for higher government spending and tax cuts, supported by what some observers see as a relatively stable political backdrop.“Takaichi’s decision to leverage her popularity for her party turned out to be successful. The landslide victory will reinforce her responsible but expansionary fiscal spending and a more Japan-focused foreign policy. Risk-on sentiment will dominate the market for now,” said Min Joo Kang, Senior Economist at ING.



5. Pressure mounts on the UK’s Starmer



While Japan’s leader consolidates power, political risk is rising in the UK. Prime Minister Keir Starmer is facing growing scrutiny over the links between one of his government’s most prominent ambassadors and Jeffrey Epstein.On Sunday, Starmer’s chief of staff Morgan McSweeney resigned, taking responsibility for Starmer’s appointment of Peter Mandelson as the UK’s ambassador to the U.S. Documents released by the U.S. Justice Department showed Mandelson had provided government papers to Epstein, while Mandelson and his now husband received payments from the late American sex offender.Markets are watching closely for any fallout. If Starmer or Chancellor Rachel Reeves were to be replaced, “[t]he most likely longer-lasting influence is a loosening in fiscal policy that leads to higher gilt yields than otherwise and a weaker pound than otherwise,” said Ruth Gregory, Deputy Chief UK Economist at Capital Economics.Get stock prices from InvestorsHub

Original: Five Key Market Themes to Watch in the Coming Week

Markets Turn to Earnings and Key Data as Japan PM’s Election Gamble Pays Off: Dow Jones, S&P, Nasdaq, Wall Street FuturesFebruary 9, 2026 5:03 AM
IH Market News
U.S. stock futures were slightly higher at the start of the week, with investors bracing for a busy stretch of corporate earnings and long-awaited economic data releases. Semiconductor maker Onsemi is among the first major companies set to report on Monday, while Japanese equities advanced after Prime Minister Sanae Takaichi secured a decisive election victory.



U.S. futures nudge higher



Futures tied to the main U.S. indices pointed modestly upward early Monday. By 03:43 ET, Dow futures were ahead by 87 points, or 0.2%, S&P 500 futures had added 0.1%, and Nasdaq 100 futures were also up around 0.1%.The gains follow a strong end to last week, when Wall Street recovered from earlier losses driven by concerns over the disruptive impact of artificial intelligence on parts of the software industry. On Friday, the Dow Jones Industrial Average closed above the 50,000 level for the first time, while the S&P 500 and Nasdaq Composite climbed by nearly 2% and just over 2%, respectively.Some mega-cap stocks lagged the broader rebound. Amazon (NASDAQ:AMZN) fell 5.6% as investors reacted cautiously to signs the company is preparing to sharply increase spending on AI. Other tech heavyweights, including Alphabet (NASDAQ:GOOG), have also outlined sizeable investment plans, but uncertainty remains over how quickly those outlays will translate into durable profits.



ON Semi in the earnings spotlight



ON Semiconductor (NASDAQ:ON) is scheduled to report quarterly results after the market closes on Monday, making it an early focal point in this week’s earnings calendar. The chipmaker’s prior guidance for fourth-quarter revenue and profit broadly matched market expectations.Growth in power-management products used in AI data centres has helped offset softer demand from the automotive sector, where slowing electric vehicle sales in North America and Europe have reduced spending on silicon carbide chips. Bloomberg consensus forecasts call for adjusted earnings of $0.63 per share on revenue of $1.53 billion.Elsewhere on the earnings front, reports are also due this week from Datadog (NASDAQ:DDOG), Spotify (NYSE:SPOT), Cisco (NASDAQ:CSCO) and Applied Materials (NASDAQ:AMAT).



Japan markets lift after election result



Asian markets traded higher after Japanese Prime Minister Sanae Takaichi scored a major win in a snap election held over the weekend. The vote came just 110 days after she became Japan’s first female prime minister, adding to the significance of the result.Media reports suggest Takaichi’s Liberal Democratic Party secured a rare supermajority in the lower house of parliament, potentially smoothing the path for increased public spending and tax cuts within a stable political framework.“Calm may be on the way for Japan’s markets now the election is out of the way,” said Thomas Mathews, Head of Asia Pacific Markets at Capital Economics. He added that a recent sell-off in Japanese government bonds is unlikely to persist and that the yen could strengthen.



Gold ticks higher



Gold prices edged up in European trading, with silver also advancing, after a volatile week for precious metals. Price swings were driven by a combination of muted safe-haven demand, profit-taking and uncertainty around the outlook for U.S. monetary policy.Attention this week is firmly on key U.S. economic indicators, particularly the nonfarm payrolls report and consumer price inflation data, both of which are closely watched by the Federal Reserve when setting interest rates.



Oil eases on diplomatic signals



Oil prices moved lower as signs of easing tensions between the U.S. and Iran weighed on sentiment. Comments over the weekend indicating that indirect nuclear talks will continue helped reduce fears of an escalation in the Middle East.A firmer U.S. dollar ahead of major economic data releases also pressured crude markets, which had already fallen around 2% last week. Brent futures were last down 1.1% at $67.32 a barrel, while West Texas Intermediate crude slipped 1.0% to $62.92 a barrel.Amazon stock priceAlphabet stock priceON Semiconductor stock price

Original: Markets Turn to Earnings and Key Data as Japan PM’s Election Gamble Pays Off: Dow Jones, S&P, Nasdaq, Wall Street Futures

My notes from which I have taken a position. The AI component is in addition to the chart and fundamentals.

ON Semi AI


ON Semi CEO on President Trump's AI plan

onsemi Solutions Powering Next Gen AI Data Centers
Out of 23,281 publicly trades stocks, this is the ONLY ONE with over $3 billion in operating income, a market cap of $8 billion or less... 15% revenue growth... and 20% dividend growth over the past three years.

Yes, ON Semiconductor (ON) is considered a potential AI stock for the next boom, largely due to its power-efficient semiconductors used in AI data centers and electric vehicles. The company recently beat Q3 2025 earnings expectations, driven by AI demand, and analysts have a "Buy" rating on the stock with an average price target of $59. Some analysts project a potential doubling of its share price, citing a semiconductor "supercycle," though the company also faces headwinds.

Reasons ON Semiconductor is considered an AI stock
• Power-efficient semiconductors: Onsemi's products are critical for AI infrastructure, especially the power-efficient chips needed in data centers.
• Strong performance in Q3 2025: The company beat analyst expectations due to strong demand for its AI-related chips, which boosted its revenue and earnings.
• Positive analyst outlook: There is a consensus "Buy" rating on the stock, with an average price target of $59, suggesting a potential upside of over 20% from its November 3, 2025, price of $47.83.
• Potential for significant growth: Some analyses suggest a potential "semiconductor supercycle" that could lead to significant share price appreciation for the company as AI and EV growth accelerate.
Potential risks and considerations
• Company headwinds: Despite sequential growth, the company has faced year-over-year revenue weakness in its various segments.
• Market volatility: As with any stock, the price can be affected by broader market conditions and specific company performance.
• Competition: The AI semiconductor market is highly competitive, with major players like Nvidia, AMD, and others.


While ONSEMI is not a traditional "AI stock" like those producing AI accelerators, it is a key enabling player and is positioned to benefit significantly from the AI boom. The company supplies essential power management and sensing technologies that are critical for running AI data centers and other AI-intensive applications. ONSEMI's revenue related to AI data centers nearly doubled year-over-year in Q3 2025, with expectations for it to reach nearly $250 million in 2025.
Key factors for ONSEMI's role in the AI sector:
• Intelligent Power and Sensing Technologies: ONSEMI focuses on intelligent power and sensing solutions that optimize energy efficiency for AI data centers and other industrial applications. Its products manage power consumption from the grid to the core, minimizing energy loss and operational costs.
• Vertical Gallium Nitride (vGaN) Technology: ONSEMI recently unveiled vGaN power semiconductors, which promise higher efficiency and power density crucial for AI data centers, electric vehicles, and renewable energy.
• Strategic Partnerships: The company has partnered with industry leaders like NVIDIA to accelerate power solutions for next-generation AI data centers, leveraging technologies like Vcore power.
• Market Position: ONSEMI's focus on power and sensing components makes it an indispensable component supplier for the broader AI ecosystem, addressing the massive energy consumption of modern AI infrastructure. For every compute chip in an AI data center, approximately one hundred of ONSEMI's power chips are used.


How high could ON stock rise?
The average 12-month price target for ON stock is $59.08, based on analyst reports as of November 9, 2025, which suggests a potential upside of about 23.5% from its price of $47.83 on November 7, 2025
. Forecasts range from a low of $40 to a high of $85.
Analyst outlook and factors influencing ON's stock price:
• Mixed Ratings: The current consensus among analysts is "Hold". This is based on a mix of buy (14 analysts) and hold (15 analysts) ratings, reflecting a cautious but balanced view.
• AI Exposure: Despite recent market turbulence affecting some AI stocks, ON is still positioned to benefit from AI infrastructure growth. Analysts note its solid performance in the automotive and industrial sectors, alongside strategic initiatives related to AI power portfolios.
• Positive long-term prospects: Some analysts hold a positive long-term outlook, with one suggesting a price target of $65 backed by strong performance and AI initiatives. A TIKR model also suggested a potential target of $66 by 2027, implying annual gains.
• Short-term weaknesses: Other analysts have downgraded their evaluation to a "Sell" candidate due to some small technical weaknesses. StockInvest.us noted a general sell signal and anticipated a weak performance in the short term, though a potential buying opportunity could emerge if support at $47.79 holds.
• Macroeconomic Headwinds: Some reports mention that ON, along with other Integrated Device Manufacturers (IDMs) in the auto and industrial sectors, has faced a downturn due to high chip inventories and general concerns about the auto market.
Disclaimer: This information is based on analyst predictions and market conditions as of early November 2025 and is not a guarantee of future stock performance. Stock prices are subject to change based on market dynamics.
AI responses may include mistakes. For financial advice, consult a professional. Learn more
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ON Semiconductor: Growth is returning
Intelligent power and sensing chip specialist ON Semiconductor (ON0.12%) has suffered in recent times due to a slowdown in growth spending in some of its core end markets, such as electric vehicles (EVs) and industrial automation. These markets do have attractive long-term secular growth prospects. However, EV sales haven't been growing to the degree that many automakers expected, and the U.S. manufacturing sector has been in contraction for over a year.
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NASDAQ: ON
ON Semiconductor
Today's Change
(-0.12%) $-0.06
Current Price
$50.37
ON
YTD1w1m3m6m1y5y
PriceVS S&P
Key Data Points
Market Cap
$20B
Day's Range
$49.14 - $50.52
52wk Range
$31.04 - $73.19
Volume
217K
Avg Vol
8.6M
Gross Margin
35.06%
Dividend Yield
N/A
Still, these are cyclical conditions that are likely to improve in the future. The fact is, the EV segment is still the growth area of the auto market, and industrial automation is one way to reduce the challenges of building a manufacturing base in a high-labor-cost country.
Moreover, growth in AI applications will boost ON Semiconductor's end markets. For example, its sensors are crucial parts of many advanced driver assistance systems (ADAS) and industrial automation systems (see PTC above), and its intelligent power solutions are used in many EVs. Moreover, ON Semiconductor has a fast-growing power solutions business for data centers, and it's a named partner for next-generation AI data centers with Nvidia.
Trading at just 11.3 times its expected 2026 FCF, and with its sales already inflecting, ON Semiconductor looks like a top stock to buy for 2026.
Should you buy stock in ON Semiconductor right now?
Before you buy stock in ON Semiconductor, consider this:
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ON 10Q due Monday 5/5

ON 10Q expected 5/28

ON Semiconductor Corp NASDAQ: ON

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Information Technology : Semiconductors & Semiconductor Equipment | Mid Cap BlendCompany profile
ON Semiconductor Corporation provides intelligent sensing and power solutions. The Company's segments include the Power Solutions Group (PSG), the Advanced Solutions Group (ASG) and the Intelligent Sensing Group (ISG). The PSG segment offers a range of analog, discrete, module and integrated semiconductor products. The ASG segment designs and develops analog, mixed-signal, advanced logic, application specific standard products (ASSPs) and application specific integrated circuits (ASICs), radio frequency (RF) and integrated power solutions for a base of end-users in different end-markets. The Company's ISG segment designs and develops complementary metal oxide semiconductor (CMOS) image sensors, image signal processors, single photon detectors, including Silicon photomultipliers (SiPM) and Single photon avalanche diode (SPAD) arrays, as well as actuator drivers for autofocus and image stabilization for a base of end-users in the different end-markets.
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ON Semiconductor Corp shares are trading higher After the company reported upbeat second-quarter results and third-quarter guidance.

Jul 31, 2023 8:21a ETBenzinga Stock Analysis

on taking off today

Yeah, still riding the wave since the $16 range. Let's make the charge back to $70.

Name change.

Onsemi

Monday guided higher.

Still holding ...

right ON

Great news today fueling massive buying and continuing the push into blue skies.

Great news today fueling massive buying and continuing the push into blue skies.

Looking good. Along with STM.

Pretty good news for ON. This was the perfect merger.

Sweet!!!!!!!!!!!!!!!!!!

Bought GTAT with $415 million cash.

NEW

Home > Boards > Free Zone > Industry Specific > Microprocessors, Chipsets and Graphics devices

ON Semiconductor pops 10% after Q2 beats amid global chip shortage

Aug. 02, 2021 8:51 AM ETON Semiconductor Corporation (ON)ON Semiconductor Corporation (ON)By: Brandy Betz, SA News Editor

ON Semiconductor (NASDAQ:ON) shares surge 9.6% in pre-market trading after the auto chipmaker reported upside second-quarter results with a strong third-quarter forecast despite the ongoing supply chain constraints.

Second quarter sales were up 38% year-over-year to $1.67B, an all-time record and $50M above consensus estimates. Adjusted earnings of $0.63 per share was $0.14 above consensus.

Adjusted gross margin was 38.4% versus the 36.8% consensus.

Record free cash flow of $383.2M was 23% of overall revenue.

“We continue to see accelerating demand for our products in our strategic automotive and industrial end-markets. As we continue to drive operational efficiencies in our manufacturing sites, we expect to see incremental supply and revenue growth in the second half of 2021,” says ON Semiconductor president and CEO Hassane El-Khoury.

For the third quarter, ON expects $1.66 to $1.76 billion in revenue, adjusted EPS of $0.68 to $0.80, adjusted gross margin of 39% to 41% and operating expenses of $305 to $320 million. Analysts expected ON to guide $1.61B in revenue and $0.51 EPS.

Related: Earlier this year, a Biden administration supply chain review recommended a $50B investment in domestic semiconductor production.
Now read: Worldwide semiconductor sales reached ~$134B in Q2, up 8% Q/Q.

ON Semiconductor upgraded at Morgan Stanley after earnings strength

Aug. 03, 2021 8:13 AM ETON Semiconductor Corporation (ON)ON Semiconductor Corporation (ON)By: Brandy Betz, SA News Editor

ON Semiconductor (NASDAQ:ON) reported strong second-quarter earnings yesterday with upside guidance, prompting an upgrade at Morgan Stanley from Underweight to Equal Weight.

Analyst Joseph Moore says the company "reported the strongest results out of all of the broad based suppliers in our coverage."

Moore sees ON's portfolio optimization efforts driving continued "strong fundamental performance."

The analyst is sticking to the sidelines because the company's gross margin improvement is likely at least partially due to cyclical elements.

Morgan Stanley raises its ON price target by $10 to $42.

ON Semi shares are up 0.6% pre-market to $43.92.

Background: ON Semiconductor pops 10% after Q2 beats amid global chip shortage

Stepping into STM.

Looked at USD, SOXL, SOXX, SMH and PSI.

Unfortunately.... individual ETFs are bundled with both good and bad performing companies. Another reason why holding individual stocks that are best of breed is still the best route to go.

I have NVDA and AMD as well. The individual ETFs are a bit sluggish.

ON is my only semi on my portfolio and its the only one left under 50.00. All the upgrades are coming out this morning.

In!

ON is my #3 semi pick.

Posted it on TSLA board

Just bought in last week. rumors are that Tesla will be installing ON cameras. Again, rumors.

ON buy 32.73

Darvas Box Breakout





https://www.onsemi.com/

https://finance.yahoo.com/quote/ON/profile?p=ON

https://www.barchart.com/stocks/quotes/ON

https://finviz.com/quote.ashx?t=ON

https://www.stockconsultant.com/consultnow/basicplus.cgi?symbol=ON




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NEWS: $ON Why ON Semiconductor Stock Popped Today

Shares of ON Semiconductor (NASDAQ: ON) popped today, up by 10% as of 1:05 p.m. EDT, after activist investor Starboard Value took a stake in the company and laid out a bullish thesis at the 13D Monitor Active-Passive Investing Summit, an investing conference for activist hedge funds...

Find out more ON - Why ON Semiconductor Stock Popped Today

Just In: $ON Keith D. Jackson Announces Plans to Retire as President and CEO of ON Semiconductor Effective May 2021

ON Semiconductor Corporation (Nasdaq: ON ) (“ON Semiconductor”) announced today that Keith D. Jackson, the Company’s President and Chief Executive Officer, intends to retire from ON Semiconductor in May 2021. To ensure an orderly transition, Mr. Jackson will continue to ...

Find out more ON - Keith D. Jackson Announces Plans to Retire as President and CEO of ON Semiconductor Effective May 2021

ON Semiconductor to Explore Sale of Niigata Manufacturing Facility
Stocks mentioned: ON


PHOENIX--(BUSINESS WIRE)--ON Semiconductor Corporation (Nasdaq: ON), driving energy efficient innovations, today announced it is exploring a sale of its manufacturing facility in Niigata, Japan. The intended sale of Niigata facility is part of the company’s plan to optimize its manufacturing footprint and sharpen its focus on highly differentiated power, analog and sensor products. The company will begin searching for strategic buyers to enter into a mutually beneficial arrangement that is expected to facilitate an orderly transition of products from its facility in Niigata to other facilities in its network.

The Niigata facility is an automotive qualified facility, which meets the IATF 16949 global industry standard for quality management. The company believes that the facility is an attractive semiconductor manufacturing asset. The site is run by a highly skilled and productive workforce capable of managing a large mix of technologies.

The Niigata facility consists of two co-located wafer fabs with 215,000 square feet of clean room space, located on a 40 acre campus with 1.1 million square feet of building space. The large campus, existing infrastructure and capability of eight inch wafer manufacturing provide potential buyers a compelling growth opportunity. Currently, the facility supports the company’s BCD, BiCMOS, CMOS, Discrete and Smart Discrete technologies.

ON Semiconductor remains committed to growing its presence in Japan, and the company recently added a large eight-inch wafer fab in Aizu to its manufacturing footprint. ON Semiconductor plans to continue to invest in its various functional groups, such as field service, research and development, solution engineering centers, and manufacturing plants to better serve its customers in Japan.

https://newsfilter.io/articles/on-semiconductor-to-explore-sale-of-niigata-manufacturing-facility-1aee0a7c43c60fceb030e65e5e98b010

Reported earnings on a Saturday

Beat on revenue by $25m
Miss on earnings by .018

running now

closed at the high of the day 19.97

Dead money until test of lows

Grim

BUYING Opportunity.

$ON short squeeze signal On Semiconductor Corporation Nasdaq On Short Squeeze

Beat on the cards for On SEMI.

On Semiconductors is a relatively low cap company, which designs and manufactures very specialized chips for many different types of industry including Medical, Automotive, Aerospace and they vast potential of the wireless 5G network. The recent overbought conditions within this sector has created a little weakness in the stock and indicators are short term negative but still on a long term upward trend. A break above $23.70 is a nice level to confirm a long entry.

NEWS:

GlobalFoundries and ON Semiconductor on Monday signed a definitive agreement for the latter to buy GlobalFoundries’ 300-mm fab in East Fishkill, New York. In addition to the production facility, ON Semiconductor will get a team of experienced engineers from GlobalFoundries as well as a technology transfer, development, and license agreements.

The total consideration for the Fab 10 takeover is $430 million. GlobalFoundries received $100 million today upon the signing of the agreement, whereas $330 million will be paid at the end of 2022 when ON Semiconductor will gain full operational control of the fab. Employees of the facility will also join ON Semiconductor. Meanwhile, ON will start using the fab’s services in 2020. Such a long transition period is not unusual for the industry, as in this case it will allow GlobalFoundries to finish filling orders from its current customers.

GlobalFoundries first received Fab 10 as part of its acquisition of IBM's microelectronics assets in 2015. The fab is used to process 300-mm wafers using various technologies, including 45nm and 65 nm technology nodes (as well as their 40 nm and 55 nm versions). Under the terms of the agreement, these technologies will be licensed to ON Semiconductor and will be the basis for the latter’s upcoming process technologies.

At present ON Semiconductor uses fabs that process 200-mm wafers, so the engineers from GlobalFoundries will help the company to transit it process technologies from 200-mm to 300-mm wafers.

Overall this is the latest move by GlobalFoundries to slim down the company as it pivots towards producing with more specialized process nodes. After Thomas Caulfield became CEO of GlobalFoundries last March, the company ceased development of bleeding-edge manufacturing technologies. Then the company started to consolidate its production capacities, selling one of its 200-mm fabs in Singapore (Fab 3E) to Vanguard as part of exiting MEMS business.

For its Fab 3E as well as Fab 10, GlobalFoundries will get $666 million in total (with $336 million in 2019). The company will use the proceedings to fund its specialized production technologies.

"ON Semiconductor is an ideal partner for GlobalFoundries and this agreement is a transformative step in our journey to build GlobalFoundries into the world's leading specialty foundry,” said Tom Caulfield, CEO at GlobalFoundries. “This partnership enables GlobalFoundries to further optimize our assets globally and intensify our investments in the differentiated technologies that fuel our growth while securing a long-term future for the Fab 10 facility and our employees.”


https://www.anandtech.com/show/14254/globalfoundries-to-sell-300mm-new-york-fab-to-on-semiconductor

GOLDEN!!OK NOW WE CAN MAKE SOME REAL PROGRESS!! CALL IN THE BAGGERS!!!

NEWS NEEDS A STICKER!!!