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ONON

ON Semiconductor Corporation

$ON·$32B·Semiconductors·Technology
$82.66+1.3%YTD+46.2%1Y+60.1%
Mentions · last 7 days
2026-08-07: 458 posts2026-08-08: 108 posts2026-08-09: 153 posts2026-08-10: 125 posts2026-08-11: 69 posts2026-08-12: 34 posts2026-08-13: 30 posts987-14%
Price updated 21h ago·X counts updated 2d ago
ONON
$ONON Semiconductor Corporation
$82.66+1.35%987 posts-14%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $ON, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersCooling offAI verdict · as of 2026-08-15

Catching its breath after a run — could pick back up or fade from here.

ON Semi is the analog/power-chip name working through a cyclical trough — the Synaptics acquisition is a real bet on scale, not a lifeline.

ON Semiconductor (onsemi) makes power and analog chips for automotive, industrial, and increasingly AI-data-center power delivery. It's the pure-play way to bet on silicon-carbide EV inverters and grid-connect power management, and it's currently working through a cyclical demand trough.

  • Trough is stabilizing: revenue has been down mid-to-high single digits YoY for two quarters as EV and industrial demand cooled, yet Q2 EPS beat ($0.74 vs $0.715), the fourth consecutive beat — running under budget on the downside.
  • Synaptics acquisition is the strategic move: all-stock at 1.350 shares per SNPS share adds human-interface and IoT edge silicon — the story becomes "integrated edge-plus-power stack" rather than pure automotive-power.
  • Valuation is priced for recovery, not trough: 80x trailing and 7.6x sales require analyst FY27 EPS of $4.30 (2x FY26 consensus) to print — a lot of weight on a demand snapback.
  • Position at 42% of the 52-week range with the stock -15% below the 50-day MA — cooling, not breakdown.
  • The X ticker chatter is Onchain crypto trader technical talk, not ON Semi.

November 2 is the next real test — a Q3 revenue print showing sequential recovery in automotive/industrial extends the accumulation; a fifth consecutive down-YoY quarter turns cooling into a real de-rate. The Synaptics vote/close mechanics are the other calendar item to watch.

What to watch: November 2 Q3 print. A sequential automotive/industrial revenue recovery extends the accumulation; a fifth consecutive down-YoY quarter or Synaptics deal complications turns cooling into a de-rate.

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

sentiment offtopic

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Mixed sentiment⚠33 posts analyzed · as of 2026-08-14 · top-engagement diverged

ON ticker chatter is crypto (Onchain) trader-focused technical talk with genuinely mixed signals. Some celebrate short positions on ON that hit -30% (full TP hit), others say the coin is breaking a major resistance zone with $0.44-0.47 as the trigger and $0.60 as the next target. A well-liked thread flags ON topping right at $0.50 as a resistance and expects correction similar to BANK. The tape is unresolved — technical traders on both sides.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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 — structural AI capex engine unchanged: hyperscaler Blackwell allocation stays tight through 2H26 and HBM3e pricing holds as LLM context-window expansion drives 5-8x per-server memory demand uplift.

What this means for $ON

Neutral — Designs power semiconductors and intelligent sensors for EV electrification, EV charging, solar energy, and industrial automation; limited read-through from semiconductors macro dynamics to this specific revenue mix.

Top industry ETF

$SMHVanEck Semiconductor ETF
+56.0%YTD
+94.7%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 $0.90

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

3-year forecast · up to 22 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$6.5B$6.4B – $6.6B$3.09$3.00 – $3.2322
FY27$7.2B$7.0B – $7.5B$4.30$3.63 – $5.0221
FY28$8.2B$7.8B – $9.2B$5.70$5.06 – $6.3811

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.0.4×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.42%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.-14.7%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.+8.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 387.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.2% 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.β2.025-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

SellApr 24Trent ThadCFO30.0K sh$3.0MSellApr 23Trent ThadCFO30.0K sh$2.8MSellApr 16Trent ThadCFO30.0K sh$2.4MSellMar 13Sudhir GopalswamyPresident6.1K sh$359KSellFeb 17Simon KeetonPresident48.9K sh$3.5M
+ 20 other (12 awards · 8 inkinds) 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 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.

8-KOfficer or director changeMar 118-K — Item 5.02: Officer or director change
+ 27 other (13 425s · 3 routine 8-Ks · 3 13Gs · 2 10-Qs) in window

Recent news

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

Why I've Begun Accumulating ON Semiconductor247wallst.com·1d agoMaxLinear Expands AI Infrastructure Control-Plane Portfolio with Intelligent eFuse Solutions for Rack-Scale Power Protection and Telemetrygurufocus.com·5d agoWhy One Prominent Analyst Expects 85% Returns for ON Semiconductor Despite Current Turmoil247wallst.com·5d agoON Semiconductor: Why I Am Raising My Price Target After Q2 2026seekingalpha.com·10d agoPrice Prediction: ON Semiconductor Stock Looks Ready for Its Next Move247wallst.com·10d ago

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