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ONON

ON Semiconductor Corporation

$ON·$30B·Semiconductors·Technology
$72.02-2.3%YTD+38.8%1Y+36.0%
Price updated 2h ago·X counts updated 5d ago
ONON
$ONON Semiconductor Corporation
$72.02-2.28%633 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $ON on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

633X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $ON's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-10-02

X is bullish on ON Semiconductor — a descending-trendline break with a clean retest is drawing comparisons to the last breakout that ran from $59.50 to $135 (+127%), and the 800V content story is being quoted as the thesis anchor (semiconductor content per AI rack from ~$15K today toward $115K over time, ~8x). Holders are watching the $73.76-77.68 zone as the risk/reward sweet spot with $100 and then $110-139 as the targets.

Read what X is saying about $ON

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ON — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptAcceleratingAI verdict · as of 2026-10-02

The move is getting stronger, with heavier trading behind it.

onsemi has reclaimed $76 and bulls are modeling 8x AI-rack semi content on the 800V transition — Nov 2 earnings is the gate.

ON Semiconductor makes power and sensing silicon — the chips behind electric-vehicle inverters, industrial power, and increasingly the 800V power stacks going into AI data centers. The stock had a tough 2024 and is back on offense.

  • The business is inflecting: Q1 revenue +5% YoY at a 10.8% operating margin, with the AI-data-center 800V transition framed as taking per-rack semi content from ~$15K to ~$115K — roughly 8x, which is why this gets Mag-7-adjacent flow.
  • The chart is clean: the descending-trendline break was retested at $76.20 and held, the stock is +17% since that setup was flagged, and 52-week range position is 39% so there's real room before this is extended.
  • At 80x PE and 7.6x sales the stock is not cheap optically, but on forward-earnings math the AI-rack mix shift is what makes the multiple plausible — EV softness is still an offset to track.

Nov 2 Q3 is the gate — any explicit AI-data-center revenue disclosure plus a lift to 2027 operating-margin targets extends the move toward the $100-$175 target chatter. A soft automotive-end-market print or any margin compression and the breakout gets tested.

Agrees with X sentimentThe thread has the right drivers — the technical breakout, the retest hold, the 800V AI-rack content math — and the price-target range ($100-$175) is grounded in the semi-content thesis, not hopium.

What to watch: Nov 2 Q3 — AI-data-center revenue disclosure, automotive-end-market trajectory, operating-margin direction, and any 2027 guide update. A soft automotive print or margin compression is the invalidator.

On the calendar: 2026-11-02 — Q3 earnings

Read the AI verdict on $ON

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Designs power semiconductors and intelligent sensors for EV electrification, EV charging, solar energy, and industrial automation.

Industry overviewAI analysisGenerated by AI from underlying data

Where Semiconductors sits in its cycle right now — and what that implies for $ON.

Semiconductors · Technology

No material change from last week — hyperscaler AI capex remains the structural driver with Blackwell supply still packaging-constrained. Jensen Huang publicly named memory bandwidth as AI's next bottleneck, reinforcing HBM3e pricing power. AVGO custom ASIC demand broadens AI beneficiaries beyond NVDA's GPU allocation.

What this means for $ON

Direct beneficiary — Designs power semiconductors and intelligent sensors for EV electrification, EV charging, solar energy, and industrial automation.; wafer fabrication capacity is the upstream constraint for all AI chip supply.

Top industry ETF

$SMHVanEck Semiconductor ETF
+64.5%YTD
+57.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
80.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
5.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
10.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
7.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
7.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
37.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 3, 2026$0.74$0.71+3.5%
Q1 2026May 4, 2026$0.64$0.61+4.9%
Q4 2025Feb 9, 2026$0.64$0.62+2.6%
Q3 2025Nov 3, 2025$0.63$0.59+6.8%
Next earningsMon, Nov 2·consensus EPS $0.88

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.5B+4.7%38.5%-3.5%$-0.08$218.2M
Q4 FY25$1.5B-11.2%34.9%16.5%$0.45$485.4M
Q3 FY25$1.6B-12.0%37.9%17.0%$0.63$644.5M
Q2 FY25$1.5B-15.4%37.6%13.2%$0.41$106.1M

Forward consensus

5-year forecast · up to 23 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$6.6B$6.5B – $6.7B$3.20$2.97 – $3.5423
FY27$7.4B$7.2B – $7.6B$4.50$3.99 – $4.7923
FY28$8.4B$8.0B – $9.3B$5.87$4.59 – $6.8018
FY29$9.7B$9.5B – $10.1B$7.28$7.01 – $7.6510
FY30$10.8B$10.5B – $11.2B$9.00$8.67 – $9.459

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.32%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-3.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-9.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 387.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.055-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellOct 1Sudhir GopalswamyPresident15.6K sh$1.2MSellApr 24Trent ThadCFO30.0K sh$3.0MSellApr 23Trent ThadCFO30.0K sh$2.8M
+ 9 other (8 awards · 1 inkind) in window

See when $ON insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementOct 18-K — Item 1.01: Material agreement · Item 8.01: Other event
8-KMaterial agreementJun 258-K — Item 1.01: Material agreement · Item 8.01: Other event
AI summary

ON Semiconductor (onsemi) signed an Agreement and Plan of Reorganization on June 25, 2026 to acquire Synaptics Incorporated in an all-stock deal. Each Synaptics share will be converted into 1.350 onsemi shares; no cash consideration — onsemi will issue new stock to Synaptics shareholders. Onsemi's Board unanimously approved both the merger agreement and the related share issuance. The deal marks a major semiconductor consolidation, with Synaptics surviving as a wholly owned onsemi subsidiary pending regulatory and shareholder approvals.

3New insider — initial holdingsMay 223
AI summary

Achyut Shah, Group President of the Power Solutions Group at ON Semiconductor Corp (ON), filed an initial Form 3 on May 15, 2026, disclosing direct beneficial ownership of 15,207 shares of common stock. This is a routine initial insider ownership statement required within 10 days of becoming a Section 16 reporting person, and does not represent a new purchase transaction.

8-KOfficer or director changeMay 188-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

ON Semiconductor Corporation (onsemi) held its 2026 Annual Meeting of Stockholders on May 14, 2026 (proposals and vote counts not visible in excerpt) and separately disclosed (Item 5.02) that former Group President Simon Keeton's final employment date has been extended by mutual agreement from June 30, 2026 to September 30, 2026, to support an orderly transition to his successor in the Power Solutions Group. The three-month extension is an operational continuity measure. Routine annual meeting and minor personnel update with no material transactions.

8-KMaterial agreementMay 128-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 3.02: Unregistered equity sale · Item 8.01: Other event
AI summary

ON entered into a indenture (8-K Item 1.01, dated 2026-05-12). Size: approximately $1.5 billion. Due 2031. Material definitive agreement — investors should review the full exhibit for covenants, conditions, and use of proceeds.

+ 28 other (14 425s · 3 13Gs · 3 routine 8-Ks · 2 10-Qs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

onsemi to Announce Third Quarter Financial Resultsglobenewswire.com·1d agoonsemi and Sungrow Advance Utility-Scale Energy Storage Performance with SiC Hybrid Technologyglobenewswire.com·3d agoON Could Be One of the Semiconductor Sector's Biggest Comeback Stories247wallst.com·3d agoWhy Investors Need to Take Advantage of These 2 Computer and Technology Stocks Nowzacks.com·4d agoON Semiconductor: Strong Cash Flow And AI Growth Potentialseekingalpha.com·4d ago

In themes

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Voices on X · top 3 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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