ON Semiconductor Corporation logo ON - ON Semiconductor Corporation

Price: -- -- | CONSENSUS: Buy DETAILS
STRONG
BUY
0
BUY 24
HOLD 22
SELL 1
STRONG
SELL
0
| PRICE TARGET: $100.00 DETAILS
HIGH: $150.00
LOW: $62.00
MEDIAN: $95.00
CONSENSUS: $100.00
UPSIDE: 29.97%

Stock News

ON Semiconductor: Strong Cash Flow And AI Growth Potential

ON Semiconductor: Strong Cash Flow And AI Growth Potential

ON Semiconductor is rated a "Buy", driven by improving profitability, strong cash flows, and exposure to long-term growth trends in automotive and AI data centers. Q2 2026 saw 9% revenue growth, but adjusted EPS grew four times faster, reflecting operational efficiency and disciplined expense control. ON's 'Fab Right' strategy targets production cost reductions and margin expansion, while robust free cash flow supports aggressive share buybacks.

Oct 13, 2026 03:46 AM • seekingalpha.com
ON Semiconductor's revised Synaptics deal improves earnings outlook, says BofA

ON Semiconductor's revised Synaptics deal improves earnings outlook, says BofA

ON Semiconductor's revised $5.7 billion acquisition of Synaptics could deliver a bigger earnings boost than originally expected while eliminating the share dilution that had weighed on the deal, Bank of America said. Following an unsolicited competing proposal, the companies amended their June 25 agreement to replace the all-stock transaction with a $123-per-share cash offer.

Oct 02, 2026 11:20 AM • proactiveinvestors.com
ON Semiconductor Is No Longer Just A Cyclical Chipmaker

ON Semiconductor Is No Longer Just A Cyclical Chipmaker

ON Semiconductor is executing a successful turnaround, driven by its Fab Right strategy and AI-driven demand tailwinds. AI data center and SiC products are structural growth engines, with management expecting AI data center revenue to more than double by 2026. ON is undervalued versus peers, with a FWD PEG of 0.68x and leading FCF margins, while cost savings and higher utilization drive margin expansion.

Sep 30, 2026 07:05 AM • seekingalpha.com

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