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ONON

ON Semiconductor Corporation

$ON·$27B·Semiconductors·Technology
$75.60-2.1%YTD+39.7%1Y+55.1%
Price updated 8m ago·X counts updated 17h ago
ONON
$ONON Semiconductor Corporation
$75.60-2.07%510 posts1.1×
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.

510X posts · last 7 days
Sep 10Sep 27
Chatter Meter
1.1×
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, louder than 90% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-12

ON Semiconductor is bullish — long triggered with buyers stepping in, R:R 2.15. Fair-value band + smart-money zone + upward trendline + volume bars on the weekly all support the bounce thesis. Some bulls were hoping for sub-$70 entry but the reclaim narrative unfolds.

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 2026-09-28

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

ON Semiconductor is a power-semi turnaround finding a fresh AI-data-center power narrative — day +5.5% as Jefferies and options both lean bullish.

ON Semiconductor makes power-management chips for autos and industrial applications — a name that got cyclically hit through 2024-25 and is now being re-rated as data-center power demand becomes the tailwind of the moment. The stock jumped 5.5% on the session.

  • The business is turning: Q1 revenue grew 4.7% YoY to $1.51B, the first positive-YoY comp after four negative quarters — margins are still negative in that quarter (-3.5% operating), but the top-line inflection is what turnarounds look like day one.
  • The new AI-power narrative is legitimate: Jefferies called out onsemi as well-positioned for rising data-center power demand, and management is now pitching a $213B AI-power addressable market — a real new demand vector that didn't exist in the auto/industrial framing.
  • The chart is confirming: fresh bullish crossover on the daily, options-corner flow leaning long, and the SMH is outperforming — a technical setup with real fundamental news behind it, not a purely charting bounce.

Q3 earnings on Nov 2 is the reset — a beat with real attribution for data-center power revenue extends the accelerating leg; a soft comment on auto/industrial demand and the AI narrative gets tested fast without a real number behind it.

Agrees with X sentimentX bulls call the bullish crossover, R:R 2.15 setup, and the reclaim narrative — the tape agrees (day +5.5%) and Jefferies' data-center-power framing gives fundamentals to the technical setup. Clean agreement; watch for auto-cycle softness as the natural counter.

What to watch: Q3 earnings on Nov 2 — a beat with real data-center-power revenue attribution extends the accelerating leg; any soft auto/industrial demand comment and the AI narrative gets tested without hard numbers behind it.

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

ai power narrativecyclical turnchart breakout

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
+62.8%YTD
+88.9%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.1.2×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.36%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.-0.7%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.-3.3%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 today2.9% 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.β2.005-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$2.4M
+ 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 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 routine 8-Ks · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

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

Prediction: ON Semiconductor Could Be a Sleeper AI Infrastructure Winner247wallst.com·1d agoOnsemi well positioned for rising data center power demand, Jefferies saysproactiveinvestors.com·5d agoHere's How ON Semiconductor Is Targeting a $213 Billion AI Power Opportunityfool.com·5d agoOptions Corner: ON Making Bullish Crossover as SMH Outperformsyoutube.com·5d agoON Semiconductor Has Cratered for 3 Months: This Wall Street Pro Remains Bullish, Citing 120% Returns for Buyers247wallst.com·10d ago

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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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