ON Semiconductor Corporation (ON)
Information Technology21 articles
Price chart
Why is ON moving today?
-2.3%ON is -2.3% today, inside the ordinary range for a session (under 3%). No stories about it reached the feed in the last 24 hours.
What this does not prove. A story on the same day is evidence of timing, not of cause: it explains a move only if it accounts for the size and the direction, and most single-stock moves carry a sector or index component too. Nothing here is a forecast.
Source: Yahoo Finance - quote as of 8 hours ago
ON Semiconductor Corporation (ON) overview
ON Semiconductor makes power and sensing chips for automotive and industrial uses.
ON is a member of the S&P 500. It sits in the Information Technology sector. That sector covers hardware, software and semiconductor companies driving the digital economy.
ON Semiconductor Corporation trades on the NasdaqGS under the ticker symbol ON. The most recent market data puts the share price at about $72.02. That is down 2.28% on the session. At that price the company is worth roughly $28.04B.
Over the past 52 weeks, ON has traded between $44.56 and $134.92. Shares change hands at a trailing price-to-earnings (P/E) ratio of about 46.5. The P/E ratio sets the share price against a year of earnings. A higher number means the market is paying more for each dollar the company earns.
Key statistics
Source: Yahoo Finance - quote as of 8 hours ago
Informational only, not financial advice. Content is AI-generated and may contain errors. How this works.
Why investors watch ON
ON is one of the larger names in the Information Technology sector, so investors follow it closely. It tends to move with the rest of the sector. This page sums up each ON story as it breaks, and tags it bullish, bearish or neutral.
What moves ON
- Earnings. ON reports results four times a year. A surprise against the estimate tends to move the stock that day.
- Analyst calls. Upgrades, downgrades and new price targets change what the market expects from ON.
- Sector news. Information Technology stocks often move together, so a rival's news can move ON too.
Market Mood
Latest ON news
Nike (NKE) Parts Ways with Kylian Mbappé; On Signs Star Player
Nike (NKE) chose not to renew its endorsement deal with Kylian Mbappé after his contract ended in July, leading the soccer superstar to sign with Swiss sportswear company On. This marks On's first signing in football and aims to bring innovative ideas to the sport. Nike stated it has benefitted from Mbappé's prime years and plans to allocate its endorsement budget elsewhere. The company's stock has dropped about 50% over the past year. This development highlights the competitive landscape in sportswear endorsements and reflects Nike's ongoing challenges in regaining brand loyalty.
Read More: Nike (NKE) Parts Ways with Kylian Mbappé; On Signs Star Player
Samsung (SSNLF) and SK Hynix Test Chinese Chip Tools Amid U.S. Curbs
Samsung (SSNLF) and SK Hynix are testing chip manufacturing tools from China in response to potential U.S. regulatory curbs affecting technology exports. This move comes as the U.S. continues to impose restrictions on semiconductor technologies targeted at China. The testing aligns with a broader strategy by the companies to maintain access to advanced semiconductor capabilities. This development is significant as it could impact supply chains and production costs in the semiconductor industry, affecting market dynamics and investor sentiment.
Read More: Samsung (SSNLF) and SK Hynix Test Chinese Chip Tools Amid U.S. Curbs
Semiconductor Stocks Rally Ahead of Upcoming Tech Earnings
Wall Street futures are up, driven by semiconductor stocks as attention turns to upcoming earnings reports from technology companies. This movement indicates investor optimism about performance in the tech sector, which may influence market direction. Key reports are expected to impact stock valuations and sentiment. Overall, strong earnings in the tech sector could lead to a positive market movement for investors focused on semiconductor stocks.
Read More: Semiconductor Stocks Rally Ahead of Upcoming Tech Earnings
ASML Raises Forecasts as AI Boom Drives Chipmaking Demand
ASML has raised its forecasts due to increased demand in chipmaking driven by the AI boom. The company's shares have climbed 7%, reflecting a positive market reaction. This bullish outlook emphasizes the durability of the AI industry's impact on semiconductor demand. For investors, ASML's (ASML) performance could signal ongoing opportunities within the semiconductor sector, suggesting potential growth driven by technological advancements.
Read More: ASML Raises Forecasts as AI Boom Drives Chipmaking Demand
ASML (ASML) Denies Shipping EUV Machines to China Amid US Concerns
ASML Holding N.V. (ASML) issued a statement denying ever having shipped an EUV lithography machine or any related components to China. This clarification comes after reports of concerns from US officials about potential violations of export restrictions. ASML emphasized its commitment to comply with evolving export controls and affirmed that exports require licenses under strict regulations. The US is reportedly pushing for allies to align on semiconductor export controls, where ASML's equipment has been named in proposed legislation.
Read More: ASML (ASML) Denies Shipping EUV Machines to China Amid US Concerns
Moderna (MRNA) and ON Semiconductor (ON) Notable Market Moves Today
Moderna (MRNA) and ON Semiconductor (ON) were highlighted among stocks making significant midday moves. Although the article mentions several companies, specific data points, metrics, or trading volumes are not provided regarding these stock movements. Such notable movements can impact investor sentiment and potential trading strategies. Without verifiable events or figures, the overall market implications remain unclear.
Read More: Moderna (MRNA) and ON Semiconductor (ON) Notable Market Moves Today
ON Semiconductor (ON) Price Target Increased Following Synaptics Deal
Needham has raised the stock price target for ON Semiconductor (ON) following the recent acquisition of Synaptics. The specific new price target was not disclosed in the article, however, this development reflects confidence in ON's growth potential following the strategic move. Analysts believe this deal may enhance ON's competitive positioning within the semiconductor industry. Such revisions in price targets can influence market sentiment and trading behavior for ON shares.
Read More: ON Semiconductor (ON) Price Target Increased Following Synaptics Deal
Sandisk, On Semiconductor, Rocket Lab Stocks Making Big Moves
Several stocks are experiencing notable movements in premarket trading, including Sandisk, On Semiconductor, and Rocket Lab. However, the article does not provide specific numbers, percentages, or events that quantify these changes. The lack of concrete financial data limits understanding of the impact on the market and investors. Investors may want to monitor these stocks for further updates and performance metrics.
Read More: Sandisk, On Semiconductor, Rocket Lab Stocks Making Big Moves
Synaptics (SYNA) Rating Downgraded Following ON Semi Acquisition
TD Cowen downgraded Synaptics (SYNA) stock rating in light of ON Semiconductor's recent acquisition activities. The evaluation emphasizes potential impacts on market positioning and financial performance. This decision reflects a cautionary stance from analysts regarding Synaptics' future growth and competitiveness amid industry changes. Investors should consider this downgrade when evaluating potential investment strategies involving SYNA.
Read More: Synaptics (SYNA) Rating Downgraded Following ON Semi Acquisition
ON Semiconductor (ON) Downgraded by TD Cowen Amid Acquisition Concerns
TD Cowen has downgraded ON Semiconductor (ON) due to concerns surrounding potential acquisition impacts. While specific numbers were not disclosed, the downgrade indicates a shift in market sentiment towards the stock. This decision may affect trading volumes and investor confidence, particularly in the semiconductor sector, which is sensitive to acquisition news. Investors will likely watch closely for any further developments regarding ON's acquisition strategy and its impact on future earnings.
Read More: ON Semiconductor (ON) Downgraded by TD Cowen Amid Acquisition Concerns
ON Semiconductor (ON) Announces $7 Billion Synaptics Acquisition
ON Semiconductor (ON) has agreed to purchase Synaptics in an all-stock transaction valued at approximately $7 billion to advance its physical AI technology efforts. This acquisition is expected to increase ON Semiconductor's total addressable market by $30 billion to reach $243 billion by 2030. Following the announcement, ON's shares dropped by about 6%, while Synaptics shares gained around 13%. The deal marks ON Semiconductor's largest acquisition to date and is projected to close in mid-2027.
Read More: ON Semiconductor (ON) Announces $7 Billion Synaptics Acquisition
ON Semiconductor (ON) Files Form 144 on 10 June 2023
ON Semiconductor Corporation (ON) filed Form 144 on June 10, 2023. This filing indicates potential sales of securities, which is important for market monitoring. Form 144 is used by officers and directors to notify the SEC of proposed sales of restricted and control securities. Investors often view such filings as indicators of insider selling, which can influence market perception and trading behavior.
Read More: ON Semiconductor (ON) Files Form 144 on 10 June 2023
ON Semiconductor Reports $1,530.1M Revenue & $0.64 EPS for Q4 2025
ON Semiconductor (ON) reported Q4 2025 non-GAAP EPS of $0.64 on $1,530.1M revenue, surpassing EPS estimates but narrowly missing revenue expectations. The company generated a record $1,418.6M in free cash flow and authorized a $6B buyback over three years. The stock surged 141.83% over the past year, reaching a price of $106.02 after peaking at $119.10. Analysts cite concerns over a high P/E ratio of 340 and a 92.31% decline in net income for FY2025, highlighting risks related to automotive and China exposure.
Read More: ON Semiconductor Reports $1,530.1M Revenue & $0.64 EPS for Q4 2025
ON (ON) Stock Trading at $93.30 with P/E Ratios of 338.07 and 33.78
ON Semiconductor Corporation (ON) shares were trading at $93.30 on April 28, with trailing and forward P/E ratios of 338.07 and 33.78, respectively. The company's AI thermal segment has been growing approximately 100% year-over-year and is expected to maintain that trajectory into 2026 while offering gross margins of 55-60%. Management expects to see utilization rates recover to around 80%, which could drive a gross margin expansion of up to 900 basis points. The shift toward AI-driven demand positions ON favorably for earnings expansion and potential re-rating in valuation.
Read More: ON (ON) Stock Trading at $93.30 with P/E Ratios of 338.07 and 33.78
On Semiconductor (ON) Reaches 52-Week High at 103.03 USD
On Semiconductor (ON) stock reached a 52-week high of 103.03 USD. This achievement indicates strong performance and investor confidence in the company's fundamentals. The new high reflects ongoing positive momentum in the semiconductor sector amid increased demand for chips across various industries. The significant price point could attract further investment and interest in ON shares, impacting overall market sentiment in the technology sector.
Read More: On Semiconductor (ON) Reaches 52-Week High at 103.03 USD
iShares Semiconductor ETF (SOXX) Rises Over 45% This Year
The iShares Semiconductor ETF (SOXX) has risen by more than 45% this year and has tripled in value over the past five years. The ETF focuses on semiconductor companies, providing exposure to major tech players such as Broadcom, Nvidia, and AMD. Broadcom accounts for approximately 8% of the portfolio, while Nvidia and AMD each represent over 7%. With an expense ratio of 0.34%, the ETF offers a diversified investment in AI-related stocks while aiming to reduce overall risk.
Read More: iShares Semiconductor ETF (SOXX) Rises Over 45% This Year
China Warns of US Export Bills Disrupting Chip Supply Chains
China has stated that recent U.S. export legislation poses a risk to global semiconductor supply chains. This statement reflects concerns over how U.S. policy may impact the tech sector, particularly companies reliant on semiconductor sourcing. The legislation could lead to increased volatility in chip prices and affect companies in the semiconductor industry. Monitoring these developments is crucial for stakeholders in the tech market, given the reliance on chips across various sectors, including technology and automotive.
Read More: China Warns of US Export Bills Disrupting Chip Supply Chains
AMD (AMD) and Onsemi Stocks Show Increase Amid Chip Demand
Limited data available — The report mentions AMD (AMD) and Onsemi as noteworthy stocks in the semiconductor sector, but does not provide specific figures or metrics related to stock performance, revenue, or market impact. Both companies are recognized for their roles in the growing chip market, yet the article lacks concrete numbers to indicate changes in stock prices, P/E ratios, or trading volumes. Thus, without definitive data points or market analyses, it remains unclear how these developments will influence financial markets. More detailed information would be necessary for a comprehensive assessment.
Read More: AMD (AMD) and Onsemi Stocks Show Increase Amid Chip Demand
Applied Materials (AMAT) and Broadcom (AVGO) on Deutsche Bank's Picks
Deutsche Bank has included Applied Materials (AMAT) and Broadcom (AVGO) in its list of top tech picks. The recommendation comes amidst positive trends in the chip sector, which may lead to continued benefits for AMAT shares. Additionally, AVGO is expected to rebound as revenue from AI-related chips increases. These insights could influence market dynamics in the technology sector, especially for investors focusing on semiconductor stocks.
Read More: Applied Materials (AMAT) and Broadcom (AVGO) on Deutsche Bank's Picks
TSMC (TSM) Plans 2028 Launch of 3-Nanometre Chip Production in Japan
Taiwan Semiconductor Manufacturing Company (TSMC) announced plans to begin 3-nanometre chip production in Japan by 2028. This strategic expansion is aimed at enhancing its manufacturing capabilities in response to growing global demand for advanced semiconductors. The move may impact market dynamics, given Japan's emphasis on semiconductor resilience and supply chain security. TSMC's investment aligns with broader trends in the tech sector as companies seek to secure microchip supplies in an increasingly competitive environment.
Read More: TSMC (TSM) Plans 2028 Launch of 3-Nanometre Chip Production in Japan
Comparing Broadcom and AMD: Which AI Stock Holds More Potential?
In the competitive sector of artificial intelligence, Broadcom and AMD stand out as prime investment opportunities. Both companies are expanding their AI capabilities, with Broadcom focusing on semiconductor solutions and AMD enhancing its graphics processing units for AI applications. The ongoing demand for AI technologies is expected to drive revenue growth, making these stocks particularly significant for investors. Analysts suggest close attention to their earnings reports, projected growth rates, and market share developments to gauge their future performance and impact on the tech sector.
Read More: Comparing Broadcom and AMD: Which AI Stock Holds More Potential?More Information Technology stocks
Frequently asked questions
Is ON Semiconductor Corporation in the S&P 500?
Yes. ON Semiconductor Corporation trades as ON and is a member of the S&P 500. The index lists it in the Information Technology sector.
What sector is ON in?
ON sits in the Information Technology sector of the S&P 500.
Where can I find the latest ON news?
Right here. This page collects recent ON news and market analysis. Every story gets an AI summary and a bullish, bearish or neutral tag.
What is ON Semiconductor Corporation's stock price?
ON last traded at about $72.02. Prices move all through the session, so this is the latest quote rather than a live one.
What is ON Semiconductor Corporation's market cap?
ON is worth roughly $28.04B. Market cap is the share price times the number of shares outstanding.
What is ON's P/E ratio?
ON trades at a trailing P/E ratio of about 46.5. The ratio compares the share price with earnings per share over the past year.