ON Semiconductor Corporation (ON)
onsemi Places a $6 Billion Bet on Its Own Stock
In a market environment where many companies are signaling caution, onsemi NASDAQ: ON has made a decisive statement of confidence. The semiconductor sector firm announced on Nov. 18 that its board has authorized a new, upsized $6 billion share repurchase program.
ON Semiconductor: Stabilizing Margins And A Reasonable Entry Point (Upgrade)
ON Semiconductor is upgraded to Buy, reflecting solid recent results and signs of recovery after a prolonged automotive downturn. ON's Q3 revenue and earnings surpassed expectations, but guidance remains cautious with limited visibility on a swift margin recovery. AI and datacenter opportunities, including the Vcore Power acquisition, offer potential but are not yet significant growth drivers for ON.
ON Semiconductor's Q3 Earnings Beat Estimates, Revenues Up Y/Y
ON posts a Q3 earnings beat and stronger revenues, but margins shrink sharply amid higher costs.
Semiconductor Supercycle: Why Onsemi Stock Could Double as AI and EV Growth Accelerate
The company's semiconductor products are well-suited to a range of end markets that rely heavily on power consumption and are in increasing demand, driven by the growing adoption of AI. The industrial, autonomous vehicles, cloud, 5G, and IoT markets are in an upcycle that may last for years, if not a decade or more, as technology advances, AI adoption increases, and societal penetration grows.
ON Gears Up to Report Q3 Earnings: What's in the Cards for the Stock?
ON Semiconductor's Q3 results may reflect demand stabilization and Treo platform gains amid margin pressure.
On Semiconductor Expands Portfolio With Strategic Acquisitions
ON's acquisitions, AI data center gains and key partnerships drive growth and expand its power solutions portfolio.
Trump to impose tariffs on semiconductor imports from firms not moving production to US
President Donald Trump said on Thursday his administration would impose tariffs on semiconductor imports from companies not shifting production to the U.S., speaking ahead of a dinner with major technology company CEOs.
ON Semiconductor Is a Buy for Long-Term Growth on EV and AI Market Expansion
ON Semiconductor is leveraging silicon carbide technology, strategic partnerships, US manufacturing strength, and favourable tariff policies to expand in EVs and AI data centres, with technical and financial indicators pointing to strong long-term growth potential.
Onsemi's August Pullback Is a Signal to Buy for Tech Investors
Onsemi's NASDAQ: ON FQ2 results left something to be desired, but do not alter the long-term outlook. The results include sequential growth and a forecast for it to continue, a signal that the bottom of the business contraction has been seen and the recovery is underway.
Chipmaker Onsemi's CEO Warns of 'Cautious' Customer Behavior. The Stock Is Falling
ON Semiconductor (ON), or Onsemi, was the worst-performing stock in the S&P 500 Monday, sinking 13% as its chief executive warned customers are being "cautious" and sales slide.
ON Semiconductor's Q2 Earnings Lag Estimates, Revenues Fall Y/Y
ON's Q2 earnings slide nearly 45% despite a revenue beat, as automotive and industrial segments saw steep declines.
ON Semiconductor Earnings Meet Expectations. The Stock Is Falling Anyway.
The company reported adjusted earnings of 53 cents a share for the second quarter.
