- Price
- $69.98
- Day
- +2.46%
- Mkt Cap
- $27.24B
- 52W Range
- $44.56 – $134.92
- Volume
- 20.50M
- Beta
- 2.00
Find a company by name or ticker and open its page
Breaking news, press releases, and analyst updates.
Most recent articles and analysis covering this company.
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.
Read full article
ON Semiconductor scheduled an investor day to make its case to Wall Street and watched its stock sink 9% through the presentation.
Read full article
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.
Read full article
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.
Read full article
Strategic technology engagement will explore the potential of advanced power integration for future electrified-vehicle architectures Summary Subaru has entered into a strategic technology engagement with onsemi on its Embedded Power Platform (EPP), marking an important milestone in the evaluation of next-generation power architectures for future electrified vehicles. Through early access to engineering samples, simulation models and technical expertise, Subaru will assess how a more integrated approach to power system design would improve efficiency, simplify development and support future vehicle architectures.
Read full article
Platform uses silicon wafer itself as the package and introduces a highly integrated approach to power system design across automotive, industrial, and AI
Read full article
Hassane El-Khoury, ON Semiconductor president and CEO, sits down with CNBC's Kristina Partsinevelos to discuss Investor Day 2026, the company's total addressable market, AI spending outlook, and more.
Read full article
California State Teachers Retirement System lifted its position in onsemi (NASDAQ: ON) by 11,638.4% in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 55,231,686 shares of the semiconductor company's stock after acquiring an additional 54,761,166 shares during
Read full article
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.
Read full article
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.
Read full article
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.
Read full article
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.
Read full article