ON ON Semiconductor Corp Loading... : Bullish and Bearish Analyst Opinions
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22:34
Sep 01
Sep 01
Dell's earnings drive a multi-ticker read-through research note covering storage, optics.
Dell's earnings drive a multi-ticker read-through research note covering storage, optics, power semis, and PC OEMs, with mixed directional impacts but no explicit author positions stated.
LOW
10:44
Aug 31
Aug 31
GaN/SiC energy efficiency watch
Monitor ON for GaN/SiC power semi growth from stricter energy requirements in humanoid robotics and edge inference.
MED
22:46
Aug 23
Aug 23
Author is bullish on the AI buildout over five years.
Author is bullish on the AI buildout over five years, but the tweet is a thematic performance review and forward-looking thesis without explicit current positions, so all tickers are watch.
LOW
04:31
Aug 14
Aug 14
China 28nm capex increases mature-node pricing risk.
Watch mature-node foundries and analog suppliers due to long-term pricing risks from China's 28nm capex recovery.
MED
23:43
Aug 12
Aug 12
Watch power-conversion semis on charger recovery
Watch power-conversion semiconductor suppliers for improving charger, AC-to-DC, and industrial demand; the signal is a positive near-term catalyst but not yet proof of a durable industrial upcycle.
MED
23:43
Aug 12
Aug 12
AI power-semiconductor read-throughs are watch items
Watch AOSL, MPWR, IFX, ON, and VSH as read-through beneficiaries of accelerating AI data-center power-semiconductor demand; research note with no disclosed position, so not an author-owned long.
MED
16:36
Aug 11
Aug 11
On Holding's inventory strategy and brand potential
On Holding is proactively managing inventory to avoid discounting, which is the right strategy to protect premium positioning. With brand awareness still only at 30% globally, there is significant growth runway, but investors must monitor whether inventory discipline remains deliberate or signals a deeper demand issue.
LOW
22:42
Aug 05
Aug 05
"Watch automotive semis on content-led recovery."
Watch automotive semiconductor suppliers on ADAS, infotainment, higher I/O, and battery-vehicle content growth. KLIC call confirms automotive-led recovery rather than broad industrial analog; no position stated.
MED
17:40
Aug 05
Aug 05
Research note analyzing GlobalFoundries read-throughs across semiconductor suppliers.
Research note analyzing GlobalFoundries read-throughs across semiconductor suppliers, with mixed directional impacts but no explicit author positions or trade calls.
23:37
Aug 04
Aug 04
Auto-heavy semiconductor names watch on weakness
Watch auto-heavy semiconductor names because Lattice's limited automotive exposure highlights persistent end-market weakness that can delay revenue recovery and pressure utilization for NXP, ON, Infineon, STMicro, and Renesas.
MED
19:05
Aug 04
Aug 04
ON Semiconductor beat Q2 revenue guidance on accelerating AI demand.
ON Semiconductor beat Q2 revenue guidance on accelerating AI demand, with data center revenue projected to more than double by 2026 and a strong Quant rating supporting bullish momentum.
12:50
Aug 04
Aug 04
Pre-market movers show Palantir and Caterpillar rising on earnings beats.
Pre-market movers show Palantir and Caterpillar rising on earnings beats, Amazon falling on Bezos share sale plans, and Spotify, Intuit, and Nike declining on guidance misses or analyst downgrades.
10:35
Aug 04
Aug 04
ON raises AI data center growth outlook
ON Semiconductor reports 2Q26 growth, raised AI data center outlook, and supply-constrained utilization; no directional stance stated.
MED
09:51
Aug 04
Aug 04
US base strike reports and Iran tensions lift energy benchmarks while US equity futures rise.
US base strike reports and Iran tensions lift energy benchmarks while US equity futures rise modestly on strong earnings from Palantir and ON Semiconductor.
00:33
Aug 04
Aug 04
On Semi's power chips power recovery
On Semiconductor’s power semiconductor segment for AI data centers grew 19% YoY and is the main growth engine, while overall revenue beat and operating leverage drove EBIT growth of 31% against 9% revenue growth. After a 41% correction from its 38x overbought peak, the stock now trades at 21x forward, a reasonable level to re-enter as fundamentals improve.
MED
23:58
Aug 03
Aug 03
Humanoid IPO watchlist names
Names these six stocks in a top-15 Robinhood watchlist ahead of a major humanoid IPO in seven days; flags them as watch candidates, no explicit long/short stance.
MED
23:10
Aug 03
Aug 03
Watch ON, NVDA, AMZN as AI beneficiaries.
Watch ON, NVDA, and AMZN as AI-power read-throughs from ON's Q2 call; the call signals tightening AI infrastructure, but the author discloses no position, so this is a research map, not a long.
MED
21:56
Aug 03
Aug 03
ON Semiconductor reports higher profit
Notes ON Semiconductor reporting higher profit and revenue driven by AI data center growth, no directional view.
LOW
21:00
Aug 03
Aug 03
Management's guidance is highly positive, with expectations for continued margin expansion, strong demand, and accelerating growth in AI data center, ESS, and automotive SiC, leading to raised full-year expectations.
HIGH
20:14
Aug 03
Aug 03
ON Semiconductor beats Q2 revenue and EPS estimates and guides Q3 revenue and adjusted EPS.
ON Semiconductor beats Q2 revenue and EPS estimates and guides Q3 revenue and adjusted EPS within analyst expectations.
20:11
Aug 03
Aug 03
Reports earnings beat and strong AI guidance.
Reports earnings beat and guidance that AI data center business will more than double in 2026.
LOW
20:10
Aug 03
Aug 03
ON Semiconductor reports quarterly revenue of 1.6 billion dollars and EPS of 74 cents.
ON Semiconductor reports quarterly revenue of 1.6 billion dollars and EPS of 74 cents, both slightly above analyst estimates.
20:08
Aug 03
Aug 03
Onsemi reports Q4 revenue up 9% year-over-year with CEO citing AI data center demand.
Onsemi reports Q4 revenue up 9% year-over-year with CEO citing AI data center demand and expects that business to more than double by 2026.
20:07
Aug 03
Aug 03
ON Semiconductor beats Q2 revenue and EPS estimates while guiding Q3 revenue and adjusted EPS.
ON Semiconductor beats Q2 revenue and EPS estimates while guiding Q3 revenue and adjusted EPS above consensus expectations.
20:06
Aug 03
Aug 03
ON Semi's Q3 guidance and Q2 results are reported factually with CEO commentary.
ON Semi's Q3 guidance and Q2 results are reported factually with CEO commentary, but no explicit position or directional call is made by the author.
LOW
22:05
Aug 02
Aug 02
ON Semi earnings: power semi demand watch
ON Semiconductor reporting this week; power semiconductor demand trajectory flagged as the key earnings focus.
LOW
21:35
Jul 31
Jul 31
The article cites ON's recent acquisition of Synaptics as evidence that semiconductor companies are buying sensor/interface assets to sell a complete Physical AI stack, supporting the strategic logic
The article cites ON's recent acquisition of Synaptics as evidence that semiconductor companies are buying sensor/interface assets to sell a complete Physical AI stack, supporting the strategic logic behind ON's M&A.
Risk: Integration risk and deal financing could offset benefits; no financial details of the SYNA deal are provided.
16:57
Jul 31
Jul 31
Author discusses INDI's divestiture as an acquisition prerequisite and notes Physical AI M&A.
Author discusses INDI's divestiture as an acquisition prerequisite and notes Physical AI M&A activity, but frames it as analysis rather than an explicit position or forward call.
LOW
16:54
Jul 31
Jul 31
Observes major industry players signaling that the physical AI stock basket is heavily.
Observes major industry players signaling that the physical AI stock basket is heavily undervalued through recent acquisitions.
MED
22:43
Jul 30
Jul 30
Watch onsemi as automotive semiconductor weakness continues, with recovery pushed to 2027.
Watch onsemi as automotive semiconductor weakness continues, with recovery pushed to 2027, limiting near-term upside.
MED
About ON Analyst Coverage
Buzzberg tracks ON (ON Semiconductor Corp) across 42 sources. 23 bullish vs 0 bearish calls from 42 analysts. Sentiment: predominantly bullish (18%). 126 total trade ideas tracked. Past 7 days: 2 watch. Latest voices: TheValueist, ParadisLabs, ren_stocks.