ON Semiconductor Corporation

4 days ago · 247wallst.com

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.

5 days ago · marketbeat.com

onsemi NASDAQ: ON outlined a strategy centered on power-density technologies for artificial intelligence data centers, electric vehicles, industrial systems and “Physical AI,” while setting long-term revenue, margin and free-cash-flow targets through 2030.

5 days ago · globenewswire.com

Platform uses silicon wafer itself as the package and introduces a highly integrated approach to power system design across automotive, industrial, and AI

5 days ago · globenewswire.com

SCOTTSDALE, Ariz., Sept. 16, 2026 (GLOBE NEWSWIRE) -- onsemi (NASDAQ: ON) today outlined its long-term growth strategy to lead one of the largest and most consequential technology shifts of the next decade by solving the growing power constraints limiting the advancement of AI, electrification and automation.

13 days ago · seekingalpha.com

On Semiconductor (ON) is positioned for a potential re-rating ahead of its Investor Day 2026, driven by a massive TAM upgrade to $213B by 2030. The $7B Synaptics acquisition expands ON's TAM by 233%, despite a 12-14% shareholder dilution and balance sheet concerns. ON's growth hinges on capitalizing on the AI data center shift to 800V DC power, with management targeting higher fab utilization and gross margins.

14 days ago · seekingalpha.com

The data center diversification and legacy business exits have driven ON's accelerated growth prospects beyond the mixed automotive/softer industrial demand. The new product launches, expanded customer wins, and accretive M&As underpin their growing data center opportunities of $115K per rack by 2030. ON's transformation is also evident from the accelerating FQ3'26 growth guidance, beyond the decent H1'26 numbers and trough FY2022-FY2025 metrics.

18 days ago · seekingalpha.com

ON Semiconductor is positioned as a key enabler of physical AI, focusing on power, sensing, and control layers essential for robotics and automation. ON's proposed Synaptics acquisition strategically fills its edge compute and tactile sensing gap, making its semiconductor stack more complete for physical AI applications. Current AI data center revenue acceleration and a recovering core business underpin ON's near-term earnings, with physical AI as an upside rather than a necessity.

19 days ago · forbes.com

ON Semiconductor (NASDAQ:ON) stock has trimmed 24% since its June 3 record high of $134.92. The shares are up 1.3% today, putting them on track for their fifth positive session in seven.

26 days ago · marketbeat.com

onsemi NASDAQ: ON executives said demand conditions have improved across the company's end markets, with automotive appearing to have reached a bottom in the first quarter and artificial intelligence data-center demand providing a significant source of growth.