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.
ON Gears Up to Report Q2 Earnings: What's in the Cards for the Stock?
ON Semiconductor braces for Q2 results as EV softness, factory underuse, and pricing shifts shape segment performance.
On Semiconductor: A Hidden Gem In The Tech Sector Waiting To Be Discovered
My previous buy recommendations of ON Semiconductor have underperformed due to a cyclical downturn in auto and industrial markets. Management is expecting a rebound in the company's end markets in the near future, which should boost ON Semiconductor's fundamentals. ON's valuation remains reasonable compared to peers, with a forward P/S ratio of 3.87 and healthy margins.
ON Semiconductor's Industrial Bottoming & Data Center Monetization Trigger Rich Upsides
The ongoing bottoming of automotive/ industrial end markets have been well supported by ON's sequentially flat FQ2'25 guidance and its analog peers' promising commentaries. This is significantly aided by the early monetization of its data center offerings, as the management announces new hyperscaler and supplier partnerships. On the other hand, it goes without saying that the ON stock is now rather expensive and seemingly overbought based on technical indicators.
