NASDAQ
69.22USD
+0.92 (+1.35%)
We have scored 76 news catalysts on ON Semiconductor Corporation (ON) over the past 12 months. The biggest single-day move next to one of them came Jun 27, 2026, when ON closed −23.7%: “How GE Vernova builds the massive gas turbines powering the AI data center boom”. Coverage across the window leans positive (average ticker sentiment +0.35). Most of the impact sits in sector technology and price momentum.
Dots are scored news catalysts — size = impact, color = sentiment. Tap one to read it.
Market cap
26.9B
P/E
—
EPS
—
Beta
2.00
52W range
44.56-134.92
Day range
68.61–70.82
Open
70.04
Prev close
68.30
Volume
3.9M
Avg volume
11.1M
Dividend
0.00
IPO
2000-05-02
Analysts publish price targets on ON, and they disagree. Where the share price actually sits among them shows which of their arguments the market is buying — and which it is ignoring.
13 analyst price targets from $40 to $150
as of 2026-09-03
The market is 34% below the median target — more cautious than the analysts.
Daily OHLCV with SMA overlays and session pivots. Draw your levels and trendlines on it, or ask the AI analyst what the price is reacting to.
Suppliers, customers, partners and competitors, derived from what the news actually says about ON Semiconductor Corporation — not a sector bucket. Click an edge to see the articles that established the link.
Suppliers, customers, partners and competitors of ON Semiconductor Corporation, taken from what the news actually said about them rather than from a sector bucket. The count is how many articles established each link.
Latest scored catalyst for ON: .
Free · No account
Get a free daily PDF briefing — the last 24 hours of news, with summaries and the market-impact score for each story, delivered an hour before the open.
We’ll watch
Pre-filled from this story — remove any you don’t want. Add more tickers & tags or fine-tune your watchlist anytime — every email has an edit link, no account needed.
Free forever · one email a day, max · unsubscribe in one click.How it works
ON Semiconductor Corporation operates as a global provider of sophisticated power and sensing solutions. Their cutting-edge power innovations are pivotal in modernizing various sectors: they contribute to the development of lighter, extended-range electric vehicles, underpin rapid-charging infrastructure, and bolster sustainable energy initiatives for applications such as solar arrays, industrial power systems, and energy storage. The company's operations are structured into three main divisions: the Power Solutions Group, the Advanced Solutions Group, and the Intelligent Sensing Group. ON Semiconductor offers a broad array of semiconductor products, including analog components, discrete devices, modules, and integrated circuits. These products are designed to perform numerous critical functions, such as power switching, energy conversion, signal conditioning, circuit protection, signal amplification, and voltage regulation. Beyond these standard offerings, the firm also designs and develops specialized analog, mixed-signal, advanced logic, application-specific integrated circuits (ASICs) and standard products, radio frequency (RF) components, and integrated power management solutions, catering to a diverse range of end-market consumers. Furthermore, it provides foundry and design services specifically for government clients. The company's portfolio also encompasses advanced imaging technologies. This includes the creation of complementary metal-oxide-semiconductor (CMOS) image sensors, sophisticated image signal processors, and single photon detectors like silicon photomultipliers (SiPMs) and single-photon avalanche diode (SPAD) arrays. Additionally, ON Semiconductor produces actuator drivers essential for autofocus and image stabilization, serving a wide spectrum of end-users across numerous industries. Established in 1992, ON Semiconductor Corporation is headquartered in Phoenix, Arizona.
The reconstruction
The price sits at the 15th percentile of published models, 34% below the median target of $110, meaning the market has largely rejected the bullish consensus and is pricing only a modest recovery from the current -15.3% revenue decline.
What the disagreement turns on
Can the AI data center power revenue actually double and pull total company revenue out of its -15.3% decline fast enough to reach a +6.0% CAGR, and the wired data can only partially settle this by tracking segment unit volumes but cannot measure AI-specific pricing power.
The price pays for
It declines to pay for
Written by a language model from the published models, the reported segments and a reverse-DCF — not a recommendation, and not a house view.
Claim by claim
