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ON Semiconductor Corporation
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ON Semiconductor (NASDAQ:ON | ON Price Prediction) has staged one of the most aggressive recoveries in the chip sector this year, and our proprietary model still sees room to run.
ON is gaining ground in renewables with SiC tech and fast-growing energy storage and microgrids, along with a fresh design win and AI-driven power demand.
The development of AI data centers has pushed the limits of the industry in several categories.
The raging semiconductor rally received another boost this week when UBS analyst Timothy Arcuri raised his price target on Micron Technology Inc. NASDAQ: MU to a stunning $1625, nearly triple its previous target.
Micron Technology (MU), Sandisk (SNDK), Dell Technologies (DELL), Arm Holdings (ARM) and On Semiconductor (ON) received price-target increases from Mizuho Secur
While retail capital chases the computational firepower of AI logic chips, a more fundamental story is unfolding in the circuitry that powers them. The insatiable energy demands of next-generation data centers and electric vehicles (EVs) are forcing a non-negotiable architectural shift from legacy 48-volt systems to 800-volt platforms.
ON Semiconductor posts a third straight sequential gross margin gain to 38.5% as AI data center revenues surge and Fab Right lifts utilization and mix.
Major semiconductor and AI stocks looking to jump on Wednesday, as we see a lot of interest in the AI-related names in the NASDAQ.
Despite triple-digit gains in 2026, the stock still offers exposure to EVs, renewables, automation, and AI data centers.
As Micron Technology joins the trillion dollar market cap club, stocks such as Microchip Technology, Texas Instruments and ON Semiconductor may represent new opportunities.
NXPI edges ahead in the automotive chip race with stronger growth drivers, while ON rides EV and silicon carbide momentum.
ON Semiconductor (ON) shares hit a record high as BofA hikes its price target for the power solutions company. Marley Kayden talks about the company's ties to the AI trade and weighs whether earnings can justify the stock's valuation surge.
onsemi (NASDAQ:ON | ON Price Prediction) has staged a remarkable comeback in the semiconductor sector this year, and our proprietary model says the rally has room to run.
onsemi looks like the clearer AI power-infrastructure buy as margins expand and data-center revenues jump, while Navitas stays small and unprofitable.
ON is gaining EV traction in China as its silicon carbide tech expands across new models and next-gen EV platforms.
ON stock has surged nearly 60% in three months as AI data-center demand and automotive growth boost investor confidence.
The semiconductor sector is on fire. The leading semiconductor Indexes and ETFs have surged to new highs, leading the powerful market move over the last six weeks.
Chart 1.
ON's AI data center revenues surge 30% sequentially in Q1 as hyperscaler demand and next-gen power systems fuel growth expectations into 2026.
You know the biggest names in the space. But do you know which stocks are next in line to dish out industry-leading gains?
ON Semiconductor's AI data-center revenues are surging, helping drive margin gains and stronger 2026 earnings expectations.
WDC, CSTM and ON made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on May 7, 2026.
SCOTTSDALE, Ariz., May 06, 2026 (GLOBE NEWSWIRE) -- ON Semiconductor Corporation (Nasdaq: ON) (“onsemi”) announced today the pricing of its private offering of $1.3 billion aggregate principal amount of 0% Convertible Senior Notes due 2031 (the “notes”) at an approximately 52.5% premium to the closing price of onsemi's common stock on May 6, 2026 of $105.77 per share.
While ON's AI data center revenue may double in 2026, it remains a small portion of total revenues, with top-line impact from new design wins expected mainly from 2027 onward. Their FQ1'26 performance and the FQ2'26 guidance appear to be underwhelming as well, with the recent rally occurring overly fast and furious. ON's anticipated AI-driven growth prospects have already been priced into the premium P/E of 35.1x, beyond historical means, while triggering a minimal margin of safety.
SCOTTSDALE, Ariz., May 06, 2026 (GLOBE NEWSWIRE) -- ON Semiconductor Corporation (Nasdaq: ON) (“onsemi”) announced today that it intends to offer, subject to market and other conditions, $1.3 billion aggregate principal amount of Convertible Senior Notes due 2031 (the “notes”) in a private offering.
Onsemi CEO and president Hassane El-Khoury discusses how Onsemi's silicon carbide chips address power demand in A.I. data centers on 'The Claman Countdown.
Hassane El-Khoury, CEO of Onsemi, joined CNBC's "Squawk on the Street" to discuss the demand for AI compute. Watch more in the related video.
Onsemi beats Q1 earnings as power-led growth and an AI data center "inflection point" support margins, big buybacks and a stronger Q2 outlook.
Hassane El-Khoury, CEO of Onsemi, joins 'Squawk on the Street' to discuss the demand for AI compute, technology themes, and more.
Onsemi (NASDAQ:ON) reported stronger-than-expected first quarter results, supported by continued strength in AI data center demand and improving trends in industrial markets, alongside a gradual recovery in automotive. The semiconductor company posted adjusted earnings of $0.64 per share on revenue of $1.51 billion, compared with consensus estimates of $0.61 per share and $1.49 billion in revenue.
A major analyst just made the bull case for ON Semiconductor (NASDAQ:ON | ON Price Prediction), and it wasn't alone.
onsemi's NASDAQ: ON price action surged in April as signs of broad-based improvement in industrial semiconductor demand gripped the market. The move raises red flags, as its parabolic advance is unsustainable unless, of course, there are forces supporting it.
Onsemi (NASDAQ:ON) reported stronger-than-expected first quarter results, supported by continued strength in AI data center demand and improving trends in...
Blockmate Ventures Inc (TSX-V:MATE, OTCQB:MATEF, FRA:8MH) has provided an update on several of its ongoing initiatives, highlighting progress on a potential...
ON Semiconductor narrowly tops first-quarter earnings expectations and shares fall amid heightened investor expectations.
Onsemi forecast second-quarter revenue above Wall Street expectations on Monday, betting on resilient demand for its chips as the automotive industry recovers.
The company reported a loss of $33.4 million and posted higher revenue, boosted by chip demands from artificial-intelligence data-center builders.
Year-over-year operating income growth outpaces revenue growth by 2x SCOTTSDALE, Ariz., May 04, 2026 (GLOBE NEWSWIRE) -- onsemi (the “Company”) (Nasdaq: ON) today announced its first quarter 2026 results with the following highlights: Revenue of $1,513 million, exceeding the midpoint of our guidance GAAP and non-GAAP gross margin of 38.5% GAAP operating margin of (3.5)% and non-GAAP operating margin 19.1% GAAP diluted loss per share of ($0.08) and non-GAAP diluted earnings per share $0.64 Share repurchases of $346 million, representing approximately 160% of free cash flow “We exceeded expectations as demand strengthened through the quarter and we have moved beyond the cyclical trough on a path to recovery.
Live Updates The analyst who called NVIDIA in 2010 just named his top 10 AI stocksThis analyst's 2025 picks are up 106% on average. He just named his top 10 stocks to buy in 2026. Get them here FREE. What Polymarket Is Pricing Into Tonight's Report 5 minutes ago Live Prediction markets are leaning heavily... Live: onsemi Q1 Earnings Tonight. Can the Stock Continue Its 90% YTD Rally?
The April scoreboard is in for the analog and embedded chip leaders, and the result might surprise traders who default to Texas Instruments (NASDAQ:TXN | TXN Price Prediction) stock as the sector benchmark.
Shares of ON Semiconductor (NASDAQ:ON | ON Price Prediction) are up 7% on Wednesday, trading near $99 as the analog chipmaker extends an extraordinary April rally.
ON Semiconductor is scheduled to report Q1 2026 results on May 4, with revenues of $1.435-$1.535B and EPS of 56-66 cents, amid AI data center and auto demand trends.
Why? Texas Instruments Inc. NASDAQ: TXN, one of the primary domestic producers of these chips, recently posted notably strong earnings for the first quarter of 2026.
Josh Brown of Ritholtz Wealth Management said semiconductor stocks remain among the market's strongest performers but warned that extreme momentum has left the sector overextended in the near term.
onsemi EliteSiC power technologies are integrated into vehicles built on Geely's SEA‑S architecture, supporting next‑generation 900V electric vehicles
Industrial chips are surging, with many names hitting long-term or record highs in mid-to-late April 2026. The surge is due to accelerating demand and evidence that a multi-year supercycle is more than just a dream.
NIO (NYSE: NIO) expands partnership with ON Semiconductor (NASDAQ: ON) to advance 900V EV platforms, improve efficiency and performance, and launch new models at 2026 Beijing Auto Show.
Summary onsemi is expanding its long-term collaboration with NIO to support the automaker's transition to next-generation 900V electric vehicle platforms. The partnership leverages onsemi's EliteSiC technology to improve efficiency, performance, and scalability across NIO's latest EV lineup, including models debuting at the 2026 Beijing Auto Show.
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ON Semiconductor has surged over 75% since late March, now approaching its $111 all-time high amid a parabolic technical setup. I maintain a "Hold" rating: Valuation is fair on normalized earnings and PEG, but technicals suggest elevated near-term reversal risk. Q1 guidance targets $1.435–$1.535 billion in revenue and $0.56–$0.66 EPS; long-term goals include 10%–12% revenue CAGR and 53% gross margin.
An analyst firm just made the bull case for On Semiconductor (NASDAQ:ON | ON Price Prediction).
Pre-Market Stock Futures: Futures are trading lower on this Thursday, but what a difference a month makes: 30 days ago, the worries over inflation and the spiraling situation in Iran were weighing heavily on the stock market. On Wednesday, the Nasdaq Composite and S&P 500 hit new all-time highs, driven by hopes for an extended... Here Are Thursday's Top Wall Street Analyst Research Calls: Boston Scientific, Datadog, Deckers Outdoor, McDonald's, Murphy USA, On Semiconductor, Palantir Technologies, Texas Instruments, and More
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ON makes the kind of chips that sit inside things most people never think about. Power management, sensors, voltage regulation.
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SCOTTSDALE, Ariz., April 16, 2026 (GLOBE NEWSWIRE) -- onsemi (Nasdaq: O N ) plans to announce its financial results for the first quarter, which ended April 3, 2026, after market close on Monday, May 4, 2026.
Shares of ON Semiconductor extended their recent rally, rising sharply as investors reacted to a bullish upgrade from Bank of America, even as questions remain about the timing of the call. The stock climbed 8% on Thursday, marking its ninth consecutive session of gains, making it a 14% gain this week so far.
Bridget's Buys is a compilation of stocks picked by MarketBeat channel host Bridget Bennett. She's become exposed to dozens of stocks and has picked the most interesting to add to her watchlist.
Semis rallied with the support of tailwinds, but they reversed course when the same tailwinds turned into headwinds in Q1 2026. Semis lost most of their gains as they headed into Q2 2026 and it could have been worse if not for the prospect of something that may not be attainable. Q2 2026 is likely to see increased volatility, unless a resolution is found to the Middle East and the uncertainty hanging over semis is lifted.
onsemi announced a new design win with Sineng Electric, which will feature onsemi's latest‑generation hybrid PIM in two renewable energy platforms
