ON Semiconductor Corporation (ON)
ON Jumps 67% Year to Date: Buy, Sell or Hold the Stock?
onsemi's 67% YTD rally reflects AI growth and portfolio gains, but auto volatility, competition and valuation may cap near-term upside.
Price Prediction: ON Semiconductor's Rally May Be Far From Over
ON Semiconductor's (NASDAQ:ON | ON Price Prediction) rebound has been one of the semiconductor sector's more dramatic stories of 2026, and our proprietary model still sees room to run.
onsemi's Divestitures Strengthen Fab Right Strategy: Here's How
ON's Fab Right divestitures aim to cut costs, lift efficiency and support higher-margin growth in AI data centers, automotive and industrial markets.
Onsemi to sell two chipmaking plants to cut costs
Chipmaker Onsemi on Tuesday said it will sell two manufacturing facilities as part of broader push to cut costs and boost profit margins.
ON Semiconductor Is More Than A Cyclical Auto Semi
I rate ON Semiconductor a Strong Buy with a $126 price target, implying ~30% upside from the current level of $97 per share. The main growth drivers are AI data center power, automotive content growth through 900V EV platforms and EliteSiC, plus Treo, vertical GaN and Synaptics. ON's forward non-GAAP PEG ratio of about 0.95x is attractive versus the sector median of 1.37x, and my EPS bridge supports a price target of about $126, implying 30% upside.
ON Benefits From Rising Demand for Power Solutions: What's Ahead?
ON Semiconductor's AI data center revenues are set to double in 2026 as advanced power solutions gain traction across EVs, energy storage and industrial markets.
Vishay vs. ON Semiconductor: Which Auto Chip Stock Has More Upside?
VSH is outpacing ON in 2026 as strong automotive share gains, EV program wins, and broad semiconductor demand fuel a stronger growth story.
onsemi vs. STMicroelectronics: Which EV Chip Stock Is the Better Buy?
The electrification of transportation continues to create long-term opportunities for semiconductor companies specializing in power management, silicon carbide (SiC), sensors and automotive microcontrollers. As global automakers transition toward electric vehicles (EVs), software-defined vehicles and higher-voltage architectures, suppliers with differentiated automotive chip portfolios are well positioned to benefit.
onsemi Trades at a Discount: Buy, Hold or Sell the Stock?
onsemi ON has quietly become one of the semiconductor sector's strongest performers in 2026. The stock has surged 115.7% year to date, significantly outperforming the Zacks Semiconductor – Analog and Mixed industry's 65% gain and the S&P 500's 8.6% advance.
ON Semiconductor: Growth Recovery Underway With Margin Expansion
Revenue growth is recovering, led by AI data center momentum and stabilization in automotive and industrial segments, though automotive faces competitive risks in China. Margin expansion is driven by utilization gains, Treo product scaling, and normalized capex, with gross margin projected to reach 54.4% and EBIT margin 39.2% by 2030. Valuation rerating is justified by stronger forward earnings and profitability outlooks, with upside potential from Fab Right initiatives and continued AI data center growth.
Will GaNEXUS Accelerate ON's AI Data Center Growth Story?
On Semiconductor's new GaNEXUS GaN power portfolio targets AI data centers, promising faster switching, higher density and a $1.5B+ design funnel.
ON Semiconductor: The Rally Still Has Legs
ON Semiconductor has seen an inflection point, with Q1 2026 marking its first YoY revenue growth quarter since 2023 Q2. AI data center segment revenue more than doubled YoY, positioning ON Semiconductor as a critical enabler in the AI revolution. Q2 guidance signals accelerating growth and profitability, with revenue and EPS midpoints above consensus.
