The Ledger

ON

ON Semiconductor CorpInformation Technologyinsider_universe

Last close $72.48Sep 13, 2026

Day −4.81%

Currently held

Agent 5 — Dip Buyer (Evolving)long
18 sh @ $71.82 · stop $66.07
+$11.79 unrealized

Everything we've seen

?Sep 14, 2:20 PMdecisionconsidered
Agent 8 — Dip Buyer (Peer-Aware) — decide: skip
ON Semiconductor is down 16% from its 30-day high with no confirmed fundamental catalyst visible in the evidence — no SEC filings, no insider activity, and only a single neutral-sentiment headline. The sector (XLK) is actually outperforming SPY meaningfully (+3.75pts over 30 days), suggesting this is an idiosyncratic drop rather than a sector-wide selloff, which warrants investigation into the cause. Without confirmation of a recovery catalyst (no insider buying, no unusual call flow, no analyst upgrade post-drop), and with the stock dipping while its sector outperforms, the setup lacks the asymmetric profile needed for a high-conviction buy. Earnings are 49 days away (non-factor), and the macro environment (10Y at 4.95%, VIX at 59th percentile) is a modest headwind but not disqualifying.
!Sep 14, 2:20 PMsignalseverity 0.15
Agent 8 — Dip Buyer (Peer-Aware) — dip_skipped
ON Semiconductor is down 16% from its 30-day high with no confirmed fundamental catalyst visible in the evidence — no SEC filings, no insider activity, and only a single neutral-sentiment headline. The sector (XLK) is actually outperforming SPY meaningfully (+3.75pts over 30 days), suggesting this is an idiosyncratic drop rather than a sector-wide selloff, which warrants investigation into the cause. Without confirmation of a recovery catalyst (no insider buying, no unusual call flow, no analyst upgrade post-drop), and with the stock dipping while its sector outperforms, the setup lacks the asymmetric profile needed for a high-conviction buy. Earnings are 49 days away (non-factor), and the macro environment (10Y at 4.95%, VIX at 59th percentile) is a modest headwind but not disqualifying.
?Sep 14, 1:20 PMdecisionconsidered
Agent 8 — Dip Buyer (Peer-Aware) — decide: skip
ON Semiconductor is down 16% from its 30-day high with no confirmed fundamental catalyst visible in the evidence — no SEC filings, no insider activity, and only a single neutral-sentiment headline. The sector (XLK) is actually outperforming SPY meaningfully (+3.75pts over 30 days), suggesting this is an idiosyncratic drop rather than a sector-wide selloff, which warrants investigation into the cause. Without confirmation of a recovery catalyst (no insider buying, no unusual call flow, no analyst upgrade post-drop), and with the stock dipping while its sector outperforms, the setup lacks the asymmetric profile needed for a high-conviction buy. Earnings are 49 days away (non-factor), and the macro environment (10Y at 4.95%, VIX at 59th percentile) is a modest headwind but not disqualifying.
!Sep 14, 1:20 PMsignalseverity 0.15
Agent 8 — Dip Buyer (Peer-Aware) — dip_skipped
ON Semiconductor is down 16% from its 30-day high with no confirmed fundamental catalyst visible in the evidence — no SEC filings, no insider activity, and only a single neutral-sentiment headline. The sector (XLK) is actually outperforming SPY meaningfully (+3.75pts over 30 days), suggesting this is an idiosyncratic drop rather than a sector-wide selloff, which warrants investigation into the cause. Without confirmation of a recovery catalyst (no insider buying, no unusual call flow, no analyst upgrade post-drop), and with the stock dipping while its sector outperforms, the setup lacks the asymmetric profile needed for a high-conviction buy. Earnings are 49 days away (non-factor), and the macro environment (10Y at 4.95%, VIX at 59th percentile) is a modest headwind but not disqualifying.
?Sep 14, 12:20 PMdecisionconsidered
Agent 8 — Dip Buyer (Peer-Aware) — decide: skip
ON Semiconductor is down 16% from its 30-day high with no confirmed fundamental catalyst visible in the evidence — no SEC filings, no insider activity, and only a single neutral-sentiment headline. The sector (XLK) is actually outperforming SPY meaningfully (+3.75pts over 30 days), suggesting this is an idiosyncratic drop rather than a sector-wide selloff, which warrants investigation into the cause. Without confirmation of a recovery catalyst (no insider buying, no unusual call flow, no analyst upgrade post-drop), and with the stock dipping while its sector outperforms, the setup lacks the asymmetric profile needed for a high-conviction buy. Earnings are 49 days away (non-factor), and the macro environment (10Y at 4.95%, VIX at 59th percentile) is a modest headwind but not disqualifying.
!Sep 14, 12:20 PMsignalseverity 0.15
Agent 8 — Dip Buyer (Peer-Aware) — dip_skipped
ON Semiconductor is down 16% from its 30-day high with no confirmed fundamental catalyst visible in the evidence — no SEC filings, no insider activity, and only a single neutral-sentiment headline. The sector (XLK) is actually outperforming SPY meaningfully (+3.75pts over 30 days), suggesting this is an idiosyncratic drop rather than a sector-wide selloff, which warrants investigation into the cause. Without confirmation of a recovery catalyst (no insider buying, no unusual call flow, no analyst upgrade post-drop), and with the stock dipping while its sector outperforms, the setup lacks the asymmetric profile needed for a high-conviction buy. Earnings are 49 days away (non-factor), and the macro environment (10Y at 4.95%, VIX at 59th percentile) is a modest headwind but not disqualifying.
?Sep 14, 11:21 AMdecisionconsidered
Agent 8 — Dip Buyer (Peer-Aware) — decide: skip
ON Semiconductor is down 16% from its 30-day high with no confirmed fundamental catalyst visible in the evidence — no SEC filings, no insider activity, and only a single neutral-sentiment headline. The sector (XLK) is actually outperforming SPY meaningfully (+3.75pts over 30 days), suggesting this is an idiosyncratic drop rather than a sector-wide selloff, which warrants investigation into the cause. Without confirmation of a recovery catalyst (no insider buying, no unusual call flow, no analyst upgrade post-drop), and with the stock dipping while its sector outperforms, the setup lacks the asymmetric profile needed for a high-conviction buy. Earnings are 49 days away (non-factor), and the macro environment (10Y at 4.95%, VIX at 59th percentile) is a modest headwind but not disqualifying.
!Sep 14, 11:21 AMsignalseverity 0.16
Agent 8 — Dip Buyer (Peer-Aware) — dip_skipped
ON Semiconductor is down 16% from its 30-day high with no confirmed fundamental catalyst visible in the evidence — no SEC filings, no insider activity, and only a single neutral-sentiment headline. The sector (XLK) is actually outperforming SPY meaningfully (+3.75pts over 30 days), suggesting this is an idiosyncratic drop rather than a sector-wide selloff, which warrants investigation into the cause. Without confirmation of a recovery catalyst (no insider buying, no unusual call flow, no analyst upgrade post-drop), and with the stock dipping while its sector outperforms, the setup lacks the asymmetric profile needed for a high-conviction buy. Earnings are 49 days away (non-factor), and the macro environment (10Y at 4.95%, VIX at 59th percentile) is a modest headwind but not disqualifying.
?Sep 14, 10:21 AMdecisionconsidered
Agent 8 — Dip Buyer (Peer-Aware) — decide: skip
ON Semiconductor is down 16% from its 30-day high with no confirmed fundamental catalyst visible in the evidence — no SEC filings, no insider activity, and only a single neutral-sentiment headline. The sector (XLK) is actually outperforming SPY meaningfully (+3.75pts over 30 days), suggesting this is an idiosyncratic drop rather than a sector-wide selloff, which warrants investigation into the cause. Without confirmation of a recovery catalyst (no insider buying, no unusual call flow, no analyst upgrade post-drop), and with the stock dipping while its sector outperforms, the setup lacks the asymmetric profile needed for a high-conviction buy. Earnings are 49 days away (non-factor), and the macro environment (10Y at 4.95%, VIX at 59th percentile) is a modest headwind but not disqualifying.
!Sep 14, 10:21 AMsignalseverity 0.16
Agent 8 — Dip Buyer (Peer-Aware) — dip_skipped
ON Semiconductor is down 16% from its 30-day high with no confirmed fundamental catalyst visible in the evidence — no SEC filings, no insider activity, and only a single neutral-sentiment headline. The sector (XLK) is actually outperforming SPY meaningfully (+3.75pts over 30 days), suggesting this is an idiosyncratic drop rather than a sector-wide selloff, which warrants investigation into the cause. Without confirmation of a recovery catalyst (no insider buying, no unusual call flow, no analyst upgrade post-drop), and with the stock dipping while its sector outperforms, the setup lacks the asymmetric profile needed for a high-conviction buy. Earnings are 49 days away (non-factor), and the macro environment (10Y at 4.95%, VIX at 59th percentile) is a modest headwind but not disqualifying.
?Sep 14, 7:00 AMdecisionconsidered
Agent 8 — Dip Buyer (Peer-Aware) — decide: skip
ON Semiconductor is down 14.5% from its 30-day high, which is a meaningful but not extreme dip for a semiconductor name. The sector context is notably unfavorable for an idiosyncratic recovery thesis: IT/XLK is ranked 1st in 30d relative strength, meaning ON is underperforming its own sector — suggesting company-specific weakness rather than a sector-wide selloff that would lift all boats. There are no confirming signals (no insider buys, no unusual call flow, no SEC filings explaining or rebutting the drop), and the sole news headline is neutral/zero-sentiment. Earnings are 52 days away, reducing binary event risk, and the broader market tone today is constructive (SPY +1.01%, VXX -4.40%), but ON's idiosyncratic underperformance against a strong sector limits rebound conviction. The 5Y forward inflation rate is elevated (1.8σ above trend), which is a modest headwind for rate-sensitive tech names, and the 10Y at 4.83% adds structural pressure on growth multiples.
!Sep 14, 7:00 AMsignalseverity 0.12
Agent 8 — Dip Buyer (Peer-Aware) — dip_skipped
ON Semiconductor is down 14.5% from its 30-day high, which is a meaningful but not extreme dip for a semiconductor name. The sector context is notably unfavorable for an idiosyncratic recovery thesis: IT/XLK is ranked 1st in 30d relative strength, meaning ON is underperforming its own sector — suggesting company-specific weakness rather than a sector-wide selloff that would lift all boats. There are no confirming signals (no insider buys, no unusual call flow, no SEC filings explaining or rebutting the drop), and the sole news headline is neutral/zero-sentiment. Earnings are 52 days away, reducing binary event risk, and the broader market tone today is constructive (SPY +1.01%, VXX -4.40%), but ON's idiosyncratic underperformance against a strong sector limits rebound conviction. The 5Y forward inflation rate is elevated (1.8σ above trend), which is a modest headwind for rate-sensitive tech names, and the 10Y at 4.83% adds structural pressure on growth multiples.
·Sep 14, 6:15 AMstreamnews
2 Profitable Stocks for Long-Term Investors and 1 Facing Challenges
Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.
❖Sep 14, 5:03 AMnewsvia finnhub
2 Profitable Stocks for Long-Term Investors and 1 Facing Challenges
Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.
?Sep 11, 6:04 PMdecisionconsidered
Agent 4 — Dip Buyer (Frozen) — decide: skip
ON Semiconductor (ON) is down 17.1% from its 30-day high with no company-specific negative catalysts visible in recent news or SEC filings — the sole news headline references MPWR (a competitor/peer), not ON directly, suggesting the drop may be sector- or macro-driven rather than fundamental deterioration. However, the macro context is a mild headwind: the 5-year forward inflation rate is running 1.7σ above its 24-month trend, signaling elevated rate-sensitivity risk that weighs on growth-oriented semiconductor stocks like ON. ON remains a fundamentally sound business with strong positioning in EV/industrial power semiconductors, but the elevated inflation expectations and absence of a clear positive catalyst temper the near-term rebound conviction.
!Sep 11, 6:04 PMsignalseverity 0.12
Agent 4 — Dip Buyer (Frozen) — dip_skipped
ON Semiconductor (ON) is down 17.1% from its 30-day high with no company-specific negative catalysts visible in recent news or SEC filings — the sole news headline references MPWR (a competitor/peer), not ON directly, suggesting the drop may be sector- or macro-driven rather than fundamental deterioration. However, the macro context is a mild headwind: the 5-year forward inflation rate is running 1.7σ above its 24-month trend, signaling elevated rate-sensitivity risk that weighs on growth-oriented semiconductor stocks like ON. ON remains a fundamentally sound business with strong positioning in EV/industrial power semiconductors, but the elevated inflation expectations and absence of a clear positive catalyst temper the near-term rebound conviction.
?Sep 11, 4:20 PMdecisionconsidered
Agent 8 — Dip Buyer (Peer-Aware) — decide: skip
ON Semiconductor is down 14.5% from its 30-day high, which is a meaningful but not extreme dip for a semiconductor name. The sector context is notably unfavorable for an idiosyncratic recovery thesis: IT/XLK is ranked 1st in 30d relative strength, meaning ON is underperforming its own sector — suggesting company-specific weakness rather than a sector-wide selloff that would lift all boats. There are no confirming signals (no insider buys, no unusual call flow, no SEC filings explaining or rebutting the drop), and the sole news headline is neutral/zero-sentiment. Earnings are 52 days away, reducing binary event risk, and the broader market tone today is constructive (SPY +1.01%, VXX -4.40%), but ON's idiosyncratic underperformance against a strong sector limits rebound conviction. The 5Y forward inflation rate is elevated (1.8σ above trend), which is a modest headwind for rate-sensitive tech names, and the 10Y at 4.83% adds structural pressure on growth multiples.
!Sep 11, 4:20 PMsignalseverity 0.12
Agent 8 — Dip Buyer (Peer-Aware) — dip_skipped
ON Semiconductor is down 14.5% from its 30-day high, which is a meaningful but not extreme dip for a semiconductor name. The sector context is notably unfavorable for an idiosyncratic recovery thesis: IT/XLK is ranked 1st in 30d relative strength, meaning ON is underperforming its own sector — suggesting company-specific weakness rather than a sector-wide selloff that would lift all boats. There are no confirming signals (no insider buys, no unusual call flow, no SEC filings explaining or rebutting the drop), and the sole news headline is neutral/zero-sentiment. Earnings are 52 days away, reducing binary event risk, and the broader market tone today is constructive (SPY +1.01%, VXX -4.40%), but ON's idiosyncratic underperformance against a strong sector limits rebound conviction. The 5Y forward inflation rate is elevated (1.8σ above trend), which is a modest headwind for rate-sensitive tech names, and the 10Y at 4.83% adds structural pressure on growth multiples.
?Sep 11, 3:20 PMdecisionconsidered
Agent 8 — Dip Buyer (Peer-Aware) — decide: skip
ON Semiconductor is down 14.5% from its 30-day high, which is a meaningful but not extreme dip for a semiconductor name. The sector context is notably unfavorable for an idiosyncratic recovery thesis: IT/XLK is ranked 1st in 30d relative strength, meaning ON is underperforming its own sector — suggesting company-specific weakness rather than a sector-wide selloff that would lift all boats. There are no confirming signals (no insider buys, no unusual call flow, no SEC filings explaining or rebutting the drop), and the sole news headline is neutral/zero-sentiment. Earnings are 52 days away, reducing binary event risk, and the broader market tone today is constructive (SPY +1.01%, VXX -4.40%), but ON's idiosyncratic underperformance against a strong sector limits rebound conviction. The 5Y forward inflation rate is elevated (1.8σ above trend), which is a modest headwind for rate-sensitive tech names, and the 10Y at 4.83% adds structural pressure on growth multiples.
!Sep 11, 3:20 PMsignalseverity 0.13
Agent 8 — Dip Buyer (Peer-Aware) — dip_skipped
ON Semiconductor is down 14.5% from its 30-day high, which is a meaningful but not extreme dip for a semiconductor name. The sector context is notably unfavorable for an idiosyncratic recovery thesis: IT/XLK is ranked 1st in 30d relative strength, meaning ON is underperforming its own sector — suggesting company-specific weakness rather than a sector-wide selloff that would lift all boats. There are no confirming signals (no insider buys, no unusual call flow, no SEC filings explaining or rebutting the drop), and the sole news headline is neutral/zero-sentiment. Earnings are 52 days away, reducing binary event risk, and the broader market tone today is constructive (SPY +1.01%, VXX -4.40%), but ON's idiosyncratic underperformance against a strong sector limits rebound conviction. The 5Y forward inflation rate is elevated (1.8σ above trend), which is a modest headwind for rate-sensitive tech names, and the 10Y at 4.83% adds structural pressure on growth multiples.
❖Sep 11, 3:05 PMnewsvia finnhub
Top S&P500 movers in Friday's session
Join us in exploring the top gainers and losers within the S&P500 index one hour before the close of the markets on Friday as we examine the latest happenings in today's session.
?Sep 11, 2:21 PMdecisionconsidered
Agent 8 — Dip Buyer (Peer-Aware) — decide: skip
ON Semiconductor is down 14.5% from its 30-day high, which is a meaningful but not extreme dip for a semiconductor name. The sector context is notably unfavorable for an idiosyncratic recovery thesis: IT/XLK is ranked 1st in 30d relative strength, meaning ON is underperforming its own sector — suggesting company-specific weakness rather than a sector-wide selloff that would lift all boats. There are no confirming signals (no insider buys, no unusual call flow, no SEC filings explaining or rebutting the drop), and the sole news headline is neutral/zero-sentiment. Earnings are 52 days away, reducing binary event risk, and the broader market tone today is constructive (SPY +1.01%, VXX -4.40%), but ON's idiosyncratic underperformance against a strong sector limits rebound conviction. The 5Y forward inflation rate is elevated (1.8σ above trend), which is a modest headwind for rate-sensitive tech names, and the 10Y at 4.83% adds structural pressure on growth multiples.
!Sep 11, 2:21 PMsignalseverity 0.13
Agent 8 — Dip Buyer (Peer-Aware) — dip_skipped
ON Semiconductor is down 14.5% from its 30-day high, which is a meaningful but not extreme dip for a semiconductor name. The sector context is notably unfavorable for an idiosyncratic recovery thesis: IT/XLK is ranked 1st in 30d relative strength, meaning ON is underperforming its own sector — suggesting company-specific weakness rather than a sector-wide selloff that would lift all boats. There are no confirming signals (no insider buys, no unusual call flow, no SEC filings explaining or rebutting the drop), and the sole news headline is neutral/zero-sentiment. Earnings are 52 days away, reducing binary event risk, and the broader market tone today is constructive (SPY +1.01%, VXX -4.40%), but ON's idiosyncratic underperformance against a strong sector limits rebound conviction. The 5Y forward inflation rate is elevated (1.8σ above trend), which is a modest headwind for rate-sensitive tech names, and the 10Y at 4.83% adds structural pressure on growth multiples.
?Sep 11, 1:20 PMdecisionconsidered
Agent 8 — Dip Buyer (Peer-Aware) — decide: skip
ON Semiconductor is down 14.5% from its 30-day high, which is a meaningful but not extreme dip for a semiconductor name. The sector context is notably unfavorable for an idiosyncratic recovery thesis: IT/XLK is ranked 1st in 30d relative strength, meaning ON is underperforming its own sector — suggesting company-specific weakness rather than a sector-wide selloff that would lift all boats. There are no confirming signals (no insider buys, no unusual call flow, no SEC filings explaining or rebutting the drop), and the sole news headline is neutral/zero-sentiment. Earnings are 52 days away, reducing binary event risk, and the broader market tone today is constructive (SPY +1.01%, VXX -4.40%), but ON's idiosyncratic underperformance against a strong sector limits rebound conviction. The 5Y forward inflation rate is elevated (1.8σ above trend), which is a modest headwind for rate-sensitive tech names, and the 10Y at 4.83% adds structural pressure on growth multiples.
!Sep 11, 1:20 PMsignalseverity 0.13
Agent 8 — Dip Buyer (Peer-Aware) — dip_skipped
ON Semiconductor is down 14.5% from its 30-day high, which is a meaningful but not extreme dip for a semiconductor name. The sector context is notably unfavorable for an idiosyncratic recovery thesis: IT/XLK is ranked 1st in 30d relative strength, meaning ON is underperforming its own sector — suggesting company-specific weakness rather than a sector-wide selloff that would lift all boats. There are no confirming signals (no insider buys, no unusual call flow, no SEC filings explaining or rebutting the drop), and the sole news headline is neutral/zero-sentiment. Earnings are 52 days away, reducing binary event risk, and the broader market tone today is constructive (SPY +1.01%, VXX -4.40%), but ON's idiosyncratic underperformance against a strong sector limits rebound conviction. The 5Y forward inflation rate is elevated (1.8σ above trend), which is a modest headwind for rate-sensitive tech names, and the 10Y at 4.83% adds structural pressure on growth multiples.
❖Sep 11, 12:35 PMnewsvia finnhub
Stay informed with the top movers within the S&P500 index on Friday.
Get insights into the S&P500 index performance on Friday. Explore the top gainers and losers within the S&P500 index in today's session.
?Sep 11, 12:21 PMdecisionconsidered
Agent 8 — Dip Buyer (Peer-Aware) — decide: skip
ON Semiconductor is down 14.5% from its 30-day high, which is a meaningful but not extreme dip for a semiconductor name. The sector context is notably unfavorable for an idiosyncratic recovery thesis: IT/XLK is ranked 1st in 30d relative strength, meaning ON is underperforming its own sector — suggesting company-specific weakness rather than a sector-wide selloff that would lift all boats. There are no confirming signals (no insider buys, no unusual call flow, no SEC filings explaining or rebutting the drop), and the sole news headline is neutral/zero-sentiment. Earnings are 52 days away, reducing binary event risk, and the broader market tone today is constructive (SPY +1.01%, VXX -4.40%), but ON's idiosyncratic underperformance against a strong sector limits rebound conviction. The 5Y forward inflation rate is elevated (1.8σ above trend), which is a modest headwind for rate-sensitive tech names, and the 10Y at 4.83% adds structural pressure on growth multiples.
!Sep 11, 12:21 PMsignalseverity 0.14
Agent 8 — Dip Buyer (Peer-Aware) — dip_skipped
ON Semiconductor is down 14.5% from its 30-day high, which is a meaningful but not extreme dip for a semiconductor name. The sector context is notably unfavorable for an idiosyncratic recovery thesis: IT/XLK is ranked 1st in 30d relative strength, meaning ON is underperforming its own sector — suggesting company-specific weakness rather than a sector-wide selloff that would lift all boats. There are no confirming signals (no insider buys, no unusual call flow, no SEC filings explaining or rebutting the drop), and the sole news headline is neutral/zero-sentiment. Earnings are 52 days away, reducing binary event risk, and the broader market tone today is constructive (SPY +1.01%, VXX -4.40%), but ON's idiosyncratic underperformance against a strong sector limits rebound conviction. The 5Y forward inflation rate is elevated (1.8σ above trend), which is a modest headwind for rate-sensitive tech names, and the 10Y at 4.83% adds structural pressure on growth multiples.
❖Sep 11, 9:00 AMnewsvia finnhub
Investors Heavily Search ON Semiconductor Corporation (ON): Here is What You Need to Know
ON Semiconductor Corp. (ON) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
?Sep 10, 4:26 PMdecisionconsidered
Agent 8 — Dip Buyer (Peer-Aware) — decide: skip
ON Semiconductor is a structurally sound company in the power/analog semiconductor space, but the 23% drop from its 30-day high lacks a clear identified catalyst for recovery — there are no confirming signals such as insider cluster buys, unusual call flow, analyst upgrades, or SEC filings explaining the move. The sector context is actually favorable (XLK ranked 2nd of 11 by 30d relative strength, outperforming SPY), meaning this drop appears idiosyncratic rather than sector-driven, which raises concern about a company-specific issue that isn't fully visible in the available evidence. With earnings 66 days away and only a neutral conference presentation in recent news, there is no near-term catalyst to drive a large rebound to the $94 target level.
!Sep 10, 4:26 PMsignalseverity 0.19
Agent 8 — Dip Buyer (Peer-Aware) — dip_skipped
ON Semiconductor is a structurally sound company in the power/analog semiconductor space, but the 23% drop from its 30-day high lacks a clear identified catalyst for recovery — there are no confirming signals such as insider cluster buys, unusual call flow, analyst upgrades, or SEC filings explaining the move. The sector context is actually favorable (XLK ranked 2nd of 11 by 30d relative strength, outperforming SPY), meaning this drop appears idiosyncratic rather than sector-driven, which raises concern about a company-specific issue that isn't fully visible in the available evidence. With earnings 66 days away and only a neutral conference presentation in recent news, there is no near-term catalyst to drive a large rebound to the $94 target level.
?Sep 10, 12:35 PMdecisionconsidered
Agent 7 — Day Trader — decide: skip
ON is down 1.73% today, which is a meaningful but not dramatic move. The primary relevant signal is the TXN headline about raising prices/ASPs — this is a peer competitor action that could cut both ways for ON: higher industry ASPs could be marginally positive for ON's own pricing power, but the headline is TXN-specific and doesn't provide clear directional pressure for ON. Macro context shows 5Y5Y inflation forward 1.6σ above trend, which is a mild headwind for rate-sensitive and growth-adjacent semis, consistent with modest selling pressure. However, at 190 minutes remaining there is ample time for continuation, and the move is real flow. No clear reversal signals or fade pattern are evident. The setup is borderline — the macro backdrop is mildly supportive of continued pressure, the news is ambiguous, and the move is below the 2% threshold where momentum becomes more self-reinforcing. Assigning 0.5 as a baseline continuation probability with a down directional lean, reflecting the modest macro headwind and absence of a strong reversal catalyst, while acknowledging the limited news-driven clarity.
!Sep 10, 12:35 PMsignalseverity -0.02
Agent 7 — Day Trader — day_trade_skipped
ON is down 1.73% today, which is a meaningful but not dramatic move. The primary relevant signal is the TXN headline about raising prices/ASPs — this is a peer competitor action that could cut both ways for ON: higher industry ASPs could be marginally positive for ON's own pricing power, but the headline is TXN-specific and doesn't provide clear directional pressure for ON. Macro context shows 5Y5Y inflation forward 1.6σ above trend, which is a mild headwind for rate-sensitive and growth-adjacent semis, consistent with modest selling pressure. However, at 190 minutes remaining there is ample time for continuation, and the move is real flow. No clear reversal signals or fade pattern are evident. The setup is borderline — the macro backdrop is mildly supportive of continued pressure, the news is ambiguous, and the move is below the 2% threshold where momentum becomes more self-reinforcing. Assigning 0.5 as a baseline continuation probability with a down directional lean, reflecting the modest macro headwind and absence of a strong reversal catalyst, while acknowledging the limited news-driven clarity.
❖Sep 10, 9:39 AMnewsvia finnhub
TXN Starts Raising Prices: Can Higher ASPs Boost Profits in 2026?
Texas Instruments hikes prices as chip demand strengthens, adding a new lever for revenues and margins as unit volumes drive near-term growth.
❖Sep 10, 5:24 AMnewsvia finnhub
What's Going On With ON Semiconductor Stock Thursday?
Tech pullback pressures ON Semiconductor stock premarket. Check key technical levels, ETF exposure, and Benzinga Edge rankings.
❖Sep 10, 4:03 AMnewsvia finnhub
ON Semiconductor: The Hidden AI Power Play Hiding Behind 9% Growth
ON Semiconductor (ON) gets a Strong Buy: SiC/GaN pivot, fast AI data center growth, margin expansion, and 2027 upside.
?Sep 9, 4:25 PMdecisionconsidered
Agent 8 — Dip Buyer (Peer-Aware) — decide: skip
ON Semiconductor is a structurally sound company in the power/analog semiconductor space, but the 23% drop from its 30-day high lacks a clear identified catalyst for recovery — there are no confirming signals such as insider cluster buys, unusual call flow, analyst upgrades, or SEC filings explaining the move. The sector context is actually favorable (XLK ranked 2nd of 11 by 30d relative strength, outperforming SPY), meaning this drop appears idiosyncratic rather than sector-driven, which raises concern about a company-specific issue that isn't fully visible in the available evidence. With earnings 66 days away and only a neutral conference presentation in recent news, there is no near-term catalyst to drive a large rebound to the $94 target level.
!Sep 9, 4:25 PMsignalseverity 0.18
Agent 8 — Dip Buyer (Peer-Aware) — dip_skipped
ON Semiconductor is a structurally sound company in the power/analog semiconductor space, but the 23% drop from its 30-day high lacks a clear identified catalyst for recovery — there are no confirming signals such as insider cluster buys, unusual call flow, analyst upgrades, or SEC filings explaining the move. The sector context is actually favorable (XLK ranked 2nd of 11 by 30d relative strength, outperforming SPY), meaning this drop appears idiosyncratic rather than sector-driven, which raises concern about a company-specific issue that isn't fully visible in the available evidence. With earnings 66 days away and only a neutral conference presentation in recent news, there is no near-term catalyst to drive a large rebound to the $94 target level.
❖Sep 8, 7:42 PMnewsvia finnhub
AMKR Stock Gains After-Hours — Amkor Doubles Down On US Chip Manufacturing With $12B Arizona Campus Expansion
Amkor Technology is boosting its capital footprint in Arizona with a massive Phase 2 expansion driven by soaring customer demand.
❖Sep 8, 6:03 PMnewsvia finnhub
Onsemi's Investor Day Next Week Could Change Everything
On Semiconductor (ON) could re-rate ahead of Investor Day 2026 as TAM surges to $213B and Synaptics boosts growth.
❖Sep 8, 5:50 PMnewsvia finnhub
ON Semiconductor Corp. (ON) Falls More Steeply Than Broader Market: What Investors Need to Know
The latest trading day saw ON Semiconductor Corp. (ON) settling at $71.08, representing a -4.44% change from its previous close.
?Sep 8, 4:22 PMdecisionconsidered
Agent 8 — Dip Buyer (Peer-Aware) — decide: skip
ON Semiconductor is a structurally sound company in the power/analog semiconductor space, but the 23% drop from its 30-day high lacks a clear identified catalyst for recovery — there are no confirming signals such as insider cluster buys, unusual call flow, analyst upgrades, or SEC filings explaining the move. The sector context is actually favorable (XLK ranked 2nd of 11 by 30d relative strength, outperforming SPY), meaning this drop appears idiosyncratic rather than sector-driven, which raises concern about a company-specific issue that isn't fully visible in the available evidence. With earnings 66 days away and only a neutral conference presentation in recent news, there is no near-term catalyst to drive a large rebound to the $94 target level.
!Sep 8, 4:22 PMsignalseverity 0.18
Agent 8 — Dip Buyer (Peer-Aware) — dip_skipped
ON Semiconductor is a structurally sound company in the power/analog semiconductor space, but the 23% drop from its 30-day high lacks a clear identified catalyst for recovery — there are no confirming signals such as insider cluster buys, unusual call flow, analyst upgrades, or SEC filings explaining the move. The sector context is actually favorable (XLK ranked 2nd of 11 by 30d relative strength, outperforming SPY), meaning this drop appears idiosyncratic rather than sector-driven, which raises concern about a company-specific issue that isn't fully visible in the available evidence. With earnings 66 days away and only a neutral conference presentation in recent news, there is no near-term catalyst to drive a large rebound to the $94 target level.
?Sep 8, 1:24 PMdecisionconsidered
Agent 8 — Dip Buyer (Peer-Aware) — decide: skip
ON Semiconductor is a structurally sound company in the power/analog semiconductor space, but the 23% drop from its 30-day high lacks a clear identified catalyst for recovery — there are no confirming signals such as insider cluster buys, unusual call flow, analyst upgrades, or SEC filings explaining the move. The sector context is actually favorable (XLK ranked 2nd of 11 by 30d relative strength, outperforming SPY), meaning this drop appears idiosyncratic rather than sector-driven, which raises concern about a company-specific issue that isn't fully visible in the available evidence. With earnings 66 days away and only a neutral conference presentation in recent news, there is no near-term catalyst to drive a large rebound to the $94 target level.
!Sep 8, 1:24 PMsignalseverity 0.16
Agent 8 — Dip Buyer (Peer-Aware) — dip_skipped
ON Semiconductor is a structurally sound company in the power/analog semiconductor space, but the 23% drop from its 30-day high lacks a clear identified catalyst for recovery — there are no confirming signals such as insider cluster buys, unusual call flow, analyst upgrades, or SEC filings explaining the move. The sector context is actually favorable (XLK ranked 2nd of 11 by 30d relative strength, outperforming SPY), meaning this drop appears idiosyncratic rather than sector-driven, which raises concern about a company-specific issue that isn't fully visible in the available evidence. With earnings 66 days away and only a neutral conference presentation in recent news, there is no near-term catalyst to drive a large rebound to the $94 target level.
?Sep 8, 11:25 AMdecisionconsidered
Agent 8 — Dip Buyer (Peer-Aware) — decide: skip
ON Semiconductor is a structurally sound company in the power/analog semiconductor space, but the 23% drop from its 30-day high lacks a clear identified catalyst for recovery — there are no confirming signals such as insider cluster buys, unusual call flow, analyst upgrades, or SEC filings explaining the move. The sector context is actually favorable (XLK ranked 2nd of 11 by 30d relative strength, outperforming SPY), meaning this drop appears idiosyncratic rather than sector-driven, which raises concern about a company-specific issue that isn't fully visible in the available evidence. With earnings 66 days away and only a neutral conference presentation in recent news, there is no near-term catalyst to drive a large rebound to the $94 target level.
!Sep 8, 11:25 AMsignalseverity 0.15
Agent 8 — Dip Buyer (Peer-Aware) — dip_skipped
ON Semiconductor is a structurally sound company in the power/analog semiconductor space, but the 23% drop from its 30-day high lacks a clear identified catalyst for recovery — there are no confirming signals such as insider cluster buys, unusual call flow, analyst upgrades, or SEC filings explaining the move. The sector context is actually favorable (XLK ranked 2nd of 11 by 30d relative strength, outperforming SPY), meaning this drop appears idiosyncratic rather than sector-driven, which raises concern about a company-specific issue that isn't fully visible in the available evidence. With earnings 66 days away and only a neutral conference presentation in recent news, there is no near-term catalyst to drive a large rebound to the $94 target level.
❖Sep 8, 5:20 AMnewsvia finnhub
ON Semiconductor's Bull Trap Over: Brilliant AI-Driven Portfolio Renewal
ON Semiconductor outlook: Data center growth, new launches, and M&A driving $115K/rack by 2030. Click for more on ON stock.
❖Sep 5, 10:30 PMnewsvia finnhub
Summer Flings And Heartbreaks
Since the close on the Thursday before Memorial Day, the S&P 500 has rallied 3.7%. Read more here.
?Sep 4, 8:36 PMdecisionconsidered
Agent 20 — SIR Price/Volume — skip
[distribution] The 20-day PV path tells a clear distributive story. From the Aug 10–17 range ($79.78–$83.38), the two heaviest down-volume sessions — Aug 18 (10.8M, -4.75%) and Aug 19 (9.0M, -3.58%) — drove price decisively lower, while the largest up-day volume in that stretch (Aug 12, 9.8M) merely preceded the distribution flush. The subsequent recovery attempt (Aug 25–27, Aug 31, Sep 3–4) has been anemic on volume: the up-days in that bounce cluster average roughly 6.1M vs. an ADV of 6.9M, meaning buyers are not showing up with conviction. Today's bar (Sep 4, $74.38, 10.3M, z-score 1.90) is the highest-volume up-day of the recovery, but the close of $74.38 is still well below the Aug 10 open of ~$79.78, meaning the path in 2-D space is broadly down-and-right — higher volumes have accompanied lower prices across the full window. Risks: The macro context flags a 1.7σ spike in 5-year inflation expectations (T5YIFR 2.33 on Sep 3), which adds a rate-sensitive headwind to ON as a semiconductor name — a reversal in that inflation breakeven or a broad risk-on shift could energize buyers and invalidate the distributive read. A sustained close back above $76–$77 on volume exceeding 10M for two or more consecutive up-days would signal genuine demand absorption and would require reassessment of this bearish path label.
?Sep 4, 8:31 PMdecisionconsidered
Agent 20 — SIR Price/Volume — skip
[distribution] The 20-day PV path tells a clear distributional story. The sequence from 2026-08-10 through 2026-08-24 shows a sharp price decline from $79.78 down to $71.93, with the heaviest selling volume concentrated on the down-days: 2026-08-18 (10.8M, -4.75%), 2026-08-19 (9.0M, -3.58%), and 2026-08-24 (8.5M, -3.07%) — all well above the 20-day ADV of 6.9M. The subsequent attempted recovery from $71.93 to today's $74.38 has been tepid and volume-asymmetric: up-days (2026-08-25 through 2026-09-04) average roughly 6.2M while the dominant down-legs averaged 8–11M, meaning the scatter path drifts broadly down-and-right with heavier volume on declines. Today's bar (10.3M, z-score 1.90) is constructive in isolation — the highest up-day volume in the recovery window — but it represents just one dot on a path that has not yet reversed the down-right tilt established since mid-August. Risks: The primary invalidation risk is a sustained expansion of up-day volume over multiple sessions (3+ consecutive up-days each above 8M) that shifts the volume asymmetry decisively to buyers, combined with a close back above the $76–$79 overhead supply zone; additionally, the elevated 5-year inflation breakeven (T5YIFR at 2.33, +1.7σ) poses a macro headwind for rate-sensitive IT names like ON, and any further move higher in real rates could re-accelerate the down-right drift regardless of near-term price action.
?Sep 4, 7:23 PMdecisionconsidered
Agent 4 — Dip Buyer (Frozen) — decide: skip
ON Semiconductor (ON) is down 17.1% from its 30-day high with no company-specific negative catalysts visible in recent news or SEC filings — the sole news headline references MPWR (a competitor/peer), not ON directly, suggesting the drop may be sector- or macro-driven rather than fundamental deterioration. However, the macro context is a mild headwind: the 5-year forward inflation rate is running 1.7σ above its 24-month trend, signaling elevated rate-sensitivity risk that weighs on growth-oriented semiconductor stocks like ON. ON remains a fundamentally sound business with strong positioning in EV/industrial power semiconductors, but the elevated inflation expectations and absence of a clear positive catalyst temper the near-term rebound conviction.
!Sep 4, 7:23 PMsignalseverity 0.17
Agent 4 — Dip Buyer (Frozen) — dip_skipped
ON Semiconductor (ON) is down 17.1% from its 30-day high with no company-specific negative catalysts visible in recent news or SEC filings — the sole news headline references MPWR (a competitor/peer), not ON directly, suggesting the drop may be sector- or macro-driven rather than fundamental deterioration. However, the macro context is a mild headwind: the 5-year forward inflation rate is running 1.7σ above its 24-month trend, signaling elevated rate-sensitivity risk that weighs on growth-oriented semiconductor stocks like ON. ON remains a fundamentally sound business with strong positioning in EV/industrial power semiconductors, but the elevated inflation expectations and absence of a clear positive catalyst temper the near-term rebound conviction.
❖Sep 4, 5:32 PMnewsvia finnhub
What Is The Market Really Expecting From MPWR Stock?
This is a year of concentrated hyper-growth for Monolithic Power Systems. The company is fueling data centers while accelerating its transition from a chip supplier into a full solutions provider.
?Sep 4, 4:23 PMdecisionconsidered
Agent 8 — Dip Buyer (Peer-Aware) — decide: skip
ON Semiconductor is a structurally sound company in the power/analog semiconductor space, but the 23% drop from its 30-day high lacks a clear identified catalyst for recovery — there are no confirming signals such as insider cluster buys, unusual call flow, analyst upgrades, or SEC filings explaining the move. The sector context is actually favorable (XLK ranked 2nd of 11 by 30d relative strength, outperforming SPY), meaning this drop appears idiosyncratic rather than sector-driven, which raises concern about a company-specific issue that isn't fully visible in the available evidence. With earnings 66 days away and only a neutral conference presentation in recent news, there is no near-term catalyst to drive a large rebound to the $94 target level.
!Sep 4, 4:23 PMsignalseverity 0.17
Agent 8 — Dip Buyer (Peer-Aware) — dip_skipped
ON Semiconductor is a structurally sound company in the power/analog semiconductor space, but the 23% drop from its 30-day high lacks a clear identified catalyst for recovery — there are no confirming signals such as insider cluster buys, unusual call flow, analyst upgrades, or SEC filings explaining the move. The sector context is actually favorable (XLK ranked 2nd of 11 by 30d relative strength, outperforming SPY), meaning this drop appears idiosyncratic rather than sector-driven, which raises concern about a company-specific issue that isn't fully visible in the available evidence. With earnings 66 days away and only a neutral conference presentation in recent news, there is no near-term catalyst to drive a large rebound to the $94 target level.
?Sep 4, 2:24 PMdecisionconsidered
Agent 8 — Dip Buyer (Peer-Aware) — decide: skip
ON Semiconductor is a structurally sound company in the power/analog semiconductor space, but the 23% drop from its 30-day high lacks a clear identified catalyst for recovery — there are no confirming signals such as insider cluster buys, unusual call flow, analyst upgrades, or SEC filings explaining the move. The sector context is actually favorable (XLK ranked 2nd of 11 by 30d relative strength, outperforming SPY), meaning this drop appears idiosyncratic rather than sector-driven, which raises concern about a company-specific issue that isn't fully visible in the available evidence. With earnings 66 days away and only a neutral conference presentation in recent news, there is no near-term catalyst to drive a large rebound to the $94 target level.
!Sep 4, 2:24 PMsignalseverity 0.17
Agent 8 — Dip Buyer (Peer-Aware) — dip_skipped
ON Semiconductor is a structurally sound company in the power/analog semiconductor space, but the 23% drop from its 30-day high lacks a clear identified catalyst for recovery — there are no confirming signals such as insider cluster buys, unusual call flow, analyst upgrades, or SEC filings explaining the move. The sector context is actually favorable (XLK ranked 2nd of 11 by 30d relative strength, outperforming SPY), meaning this drop appears idiosyncratic rather than sector-driven, which raises concern about a company-specific issue that isn't fully visible in the available evidence. With earnings 66 days away and only a neutral conference presentation in recent news, there is no near-term catalyst to drive a large rebound to the $94 target level.
?Sep 4, 1:24 PMdecisionconsidered
Agent 8 — Dip Buyer (Peer-Aware) — decide: skip
ON Semiconductor is a structurally sound company in the power/analog semiconductor space, but the 23% drop from its 30-day high lacks a clear identified catalyst for recovery — there are no confirming signals such as insider cluster buys, unusual call flow, analyst upgrades, or SEC filings explaining the move. The sector context is actually favorable (XLK ranked 2nd of 11 by 30d relative strength, outperforming SPY), meaning this drop appears idiosyncratic rather than sector-driven, which raises concern about a company-specific issue that isn't fully visible in the available evidence. With earnings 66 days away and only a neutral conference presentation in recent news, there is no near-term catalyst to drive a large rebound to the $94 target level.
!Sep 4, 1:24 PMsignalseverity 0.17
Agent 8 — Dip Buyer (Peer-Aware) — dip_skipped
ON Semiconductor is a structurally sound company in the power/analog semiconductor space, but the 23% drop from its 30-day high lacks a clear identified catalyst for recovery — there are no confirming signals such as insider cluster buys, unusual call flow, analyst upgrades, or SEC filings explaining the move. The sector context is actually favorable (XLK ranked 2nd of 11 by 30d relative strength, outperforming SPY), meaning this drop appears idiosyncratic rather than sector-driven, which raises concern about a company-specific issue that isn't fully visible in the available evidence. With earnings 66 days away and only a neutral conference presentation in recent news, there is no near-term catalyst to drive a large rebound to the $94 target level.
?Sep 4, 12:24 PMdecisionconsidered
Agent 8 — Dip Buyer (Peer-Aware) — decide: skip
ON Semiconductor is a structurally sound company in the power/analog semiconductor space, but the 23% drop from its 30-day high lacks a clear identified catalyst for recovery — there are no confirming signals such as insider cluster buys, unusual call flow, analyst upgrades, or SEC filings explaining the move. The sector context is actually favorable (XLK ranked 2nd of 11 by 30d relative strength, outperforming SPY), meaning this drop appears idiosyncratic rather than sector-driven, which raises concern about a company-specific issue that isn't fully visible in the available evidence. With earnings 66 days away and only a neutral conference presentation in recent news, there is no near-term catalyst to drive a large rebound to the $94 target level.
!Sep 4, 12:24 PMsignalseverity 0.16
Agent 8 — Dip Buyer (Peer-Aware) — dip_skipped
ON Semiconductor is a structurally sound company in the power/analog semiconductor space, but the 23% drop from its 30-day high lacks a clear identified catalyst for recovery — there are no confirming signals such as insider cluster buys, unusual call flow, analyst upgrades, or SEC filings explaining the move. The sector context is actually favorable (XLK ranked 2nd of 11 by 30d relative strength, outperforming SPY), meaning this drop appears idiosyncratic rather than sector-driven, which raises concern about a company-specific issue that isn't fully visible in the available evidence. With earnings 66 days away and only a neutral conference presentation in recent news, there is no near-term catalyst to drive a large rebound to the $94 target level.
❖Sep 4, 1:25 AMnewsvia finnhub
Physical AI Series: Beyond Nvidia, Why ON Semiconductor Is My First Pick
ON Semiconductor is positioned as a key enabler of physical AI, focusing on power, sensing, and control layers. Learn why ON stock is a buy.
❖Sep 3, 5:41 PMnewsvia finnhub
Skyworks Chair: It Will Be a While Before This Cycle Ends
Chris King, Chairman of Skyworks Solutions, is introduced as a semiconductor industry veteran with more than 50 years of experience. The segment highlights her time at IBM, her role as the first female CEO of a chip company at AMI Semiconductor, and that company's later acquisition by Onsemi. She speaks with Scarlet Fu & Kristine Aquino on "The Close."
?Sep 3, 4:22 PMdecisionconsidered
Agent 8 — Dip Buyer (Peer-Aware) — decide: skip
ON Semiconductor is a structurally sound company in the power/analog semiconductor space, but the 23% drop from its 30-day high lacks a clear identified catalyst for recovery — there are no confirming signals such as insider cluster buys, unusual call flow, analyst upgrades, or SEC filings explaining the move. The sector context is actually favorable (XLK ranked 2nd of 11 by 30d relative strength, outperforming SPY), meaning this drop appears idiosyncratic rather than sector-driven, which raises concern about a company-specific issue that isn't fully visible in the available evidence. With earnings 66 days away and only a neutral conference presentation in recent news, there is no near-term catalyst to drive a large rebound to the $94 target level.
!Sep 3, 4:22 PMsignalseverity 0.18
Agent 8 — Dip Buyer (Peer-Aware) — dip_skipped
ON Semiconductor is a structurally sound company in the power/analog semiconductor space, but the 23% drop from its 30-day high lacks a clear identified catalyst for recovery — there are no confirming signals such as insider cluster buys, unusual call flow, analyst upgrades, or SEC filings explaining the move. The sector context is actually favorable (XLK ranked 2nd of 11 by 30d relative strength, outperforming SPY), meaning this drop appears idiosyncratic rather than sector-driven, which raises concern about a company-specific issue that isn't fully visible in the available evidence. With earnings 66 days away and only a neutral conference presentation in recent news, there is no near-term catalyst to drive a large rebound to the $94 target level.
?Sep 3, 3:22 PMdecisionconsidered
Agent 8 — Dip Buyer (Peer-Aware) — decide: skip
ON Semiconductor is a structurally sound company in the power/analog semiconductor space, but the 23% drop from its 30-day high lacks a clear identified catalyst for recovery — there are no confirming signals such as insider cluster buys, unusual call flow, analyst upgrades, or SEC filings explaining the move. The sector context is actually favorable (XLK ranked 2nd of 11 by 30d relative strength, outperforming SPY), meaning this drop appears idiosyncratic rather than sector-driven, which raises concern about a company-specific issue that isn't fully visible in the available evidence. With earnings 66 days away and only a neutral conference presentation in recent news, there is no near-term catalyst to drive a large rebound to the $94 target level.
!Sep 3, 3:22 PMsignalseverity 0.17
Agent 8 — Dip Buyer (Peer-Aware) — dip_skipped
ON Semiconductor is a structurally sound company in the power/analog semiconductor space, but the 23% drop from its 30-day high lacks a clear identified catalyst for recovery — there are no confirming signals such as insider cluster buys, unusual call flow, analyst upgrades, or SEC filings explaining the move. The sector context is actually favorable (XLK ranked 2nd of 11 by 30d relative strength, outperforming SPY), meaning this drop appears idiosyncratic rather than sector-driven, which raises concern about a company-specific issue that isn't fully visible in the available evidence. With earnings 66 days away and only a neutral conference presentation in recent news, there is no near-term catalyst to drive a large rebound to the $94 target level.
?Sep 3, 1:23 PMdecisionconsidered
Agent 8 — Dip Buyer (Peer-Aware) — decide: skip
ON Semiconductor is a structurally sound company in the power/analog semiconductor space, but the 23% drop from its 30-day high lacks a clear identified catalyst for recovery — there are no confirming signals such as insider cluster buys, unusual call flow, analyst upgrades, or SEC filings explaining the move. The sector context is actually favorable (XLK ranked 2nd of 11 by 30d relative strength, outperforming SPY), meaning this drop appears idiosyncratic rather than sector-driven, which raises concern about a company-specific issue that isn't fully visible in the available evidence. With earnings 66 days away and only a neutral conference presentation in recent news, there is no near-term catalyst to drive a large rebound to the $94 target level.
!Sep 3, 1:23 PMsignalseverity 0.18
Agent 8 — Dip Buyer (Peer-Aware) — dip_skipped
ON Semiconductor is a structurally sound company in the power/analog semiconductor space, but the 23% drop from its 30-day high lacks a clear identified catalyst for recovery — there are no confirming signals such as insider cluster buys, unusual call flow, analyst upgrades, or SEC filings explaining the move. The sector context is actually favorable (XLK ranked 2nd of 11 by 30d relative strength, outperforming SPY), meaning this drop appears idiosyncratic rather than sector-driven, which raises concern about a company-specific issue that isn't fully visible in the available evidence. With earnings 66 days away and only a neutral conference presentation in recent news, there is no near-term catalyst to drive a large rebound to the $94 target level.
?Sep 3, 11:25 AMdecisionconsidered
Agent 8 — Dip Buyer (Peer-Aware) — decide: skip
ON Semiconductor is a structurally sound company in the power/analog semiconductor space, but the 23% drop from its 30-day high lacks a clear identified catalyst for recovery — there are no confirming signals such as insider cluster buys, unusual call flow, analyst upgrades, or SEC filings explaining the move. The sector context is actually favorable (XLK ranked 2nd of 11 by 30d relative strength, outperforming SPY), meaning this drop appears idiosyncratic rather than sector-driven, which raises concern about a company-specific issue that isn't fully visible in the available evidence. With earnings 66 days away and only a neutral conference presentation in recent news, there is no near-term catalyst to drive a large rebound to the $94 target level.
!Sep 3, 11:25 AMsignalseverity 0.18
Agent 8 — Dip Buyer (Peer-Aware) — dip_skipped
ON Semiconductor is a structurally sound company in the power/analog semiconductor space, but the 23% drop from its 30-day high lacks a clear identified catalyst for recovery — there are no confirming signals such as insider cluster buys, unusual call flow, analyst upgrades, or SEC filings explaining the move. The sector context is actually favorable (XLK ranked 2nd of 11 by 30d relative strength, outperforming SPY), meaning this drop appears idiosyncratic rather than sector-driven, which raises concern about a company-specific issue that isn't fully visible in the available evidence. With earnings 66 days away and only a neutral conference presentation in recent news, there is no near-term catalyst to drive a large rebound to the $94 target level.
❖Sep 3, 6:28 AMnewsvia finnhub
Wells Fargo Maintains Overweight on ON Semiconductor, Lowers Price Target to $95
Wells Fargo analyst Joe Quatrochi maintains ON Semiconductor (NASDAQ:ON) with a Overweight and lowers the price target from $110 to $95.
❖Sep 2, 5:56 PMnewsvia finnhub
Q2 Earnings Roundup: onsemi (NASDAQ:ON) And The Rest Of The Analog Semiconductors Segment
The end of the earnings season is always a good time to take a step back and see who shined (and who didn’t). Let’s take a look at how analog semiconductors stocks fared in Q2, starting with onsemi (NASDAQ:ON).
?Sep 2, 4:23 PMdecisionconsidered
Agent 8 — Dip Buyer (Peer-Aware) — decide: skip
ON Semiconductor is a structurally sound company in the power/analog semiconductor space, but the 23% drop from its 30-day high lacks a clear identified catalyst for recovery — there are no confirming signals such as insider cluster buys, unusual call flow, analyst upgrades, or SEC filings explaining the move. The sector context is actually favorable (XLK ranked 2nd of 11 by 30d relative strength, outperforming SPY), meaning this drop appears idiosyncratic rather than sector-driven, which raises concern about a company-specific issue that isn't fully visible in the available evidence. With earnings 66 days away and only a neutral conference presentation in recent news, there is no near-term catalyst to drive a large rebound to the $94 target level.
!Sep 2, 4:23 PMsignalseverity 0.21
Agent 8 — Dip Buyer (Peer-Aware) — dip_skipped
ON Semiconductor is a structurally sound company in the power/analog semiconductor space, but the 23% drop from its 30-day high lacks a clear identified catalyst for recovery — there are no confirming signals such as insider cluster buys, unusual call flow, analyst upgrades, or SEC filings explaining the move. The sector context is actually favorable (XLK ranked 2nd of 11 by 30d relative strength, outperforming SPY), meaning this drop appears idiosyncratic rather than sector-driven, which raises concern about a company-specific issue that isn't fully visible in the available evidence. With earnings 66 days away and only a neutral conference presentation in recent news, there is no near-term catalyst to drive a large rebound to the $94 target level.
?Sep 2, 3:24 PMdecisionconsidered
Agent 8 — Dip Buyer (Peer-Aware) — decide: skip
ON Semiconductor is a structurally sound company in the power/analog semiconductor space, but the 23% drop from its 30-day high lacks a clear identified catalyst for recovery — there are no confirming signals such as insider cluster buys, unusual call flow, analyst upgrades, or SEC filings explaining the move. The sector context is actually favorable (XLK ranked 2nd of 11 by 30d relative strength, outperforming SPY), meaning this drop appears idiosyncratic rather than sector-driven, which raises concern about a company-specific issue that isn't fully visible in the available evidence. With earnings 66 days away and only a neutral conference presentation in recent news, there is no near-term catalyst to drive a large rebound to the $94 target level.
!Sep 2, 3:24 PMsignalseverity 0.21
Agent 8 — Dip Buyer (Peer-Aware) — dip_skipped
ON Semiconductor is a structurally sound company in the power/analog semiconductor space, but the 23% drop from its 30-day high lacks a clear identified catalyst for recovery — there are no confirming signals such as insider cluster buys, unusual call flow, analyst upgrades, or SEC filings explaining the move. The sector context is actually favorable (XLK ranked 2nd of 11 by 30d relative strength, outperforming SPY), meaning this drop appears idiosyncratic rather than sector-driven, which raises concern about a company-specific issue that isn't fully visible in the available evidence. With earnings 66 days away and only a neutral conference presentation in recent news, there is no near-term catalyst to drive a large rebound to the $94 target level.
?Sep 2, 7:06 AMdecisionconsidered
Agent 8 — Dip Buyer (Peer-Aware) — decide: skip
ON Semiconductor is a structurally sound company in the power/analog semiconductor space, but the 23% drop from its 30-day high lacks a clear identified catalyst for recovery — there are no confirming signals such as insider cluster buys, unusual call flow, analyst upgrades, or SEC filings explaining the move. The sector context is actually favorable (XLK ranked 2nd of 11 by 30d relative strength, outperforming SPY), meaning this drop appears idiosyncratic rather than sector-driven, which raises concern about a company-specific issue that isn't fully visible in the available evidence. With earnings 66 days away and only a neutral conference presentation in recent news, there is no near-term catalyst to drive a large rebound to the $94 target level.
!Sep 2, 7:06 AMsignalseverity 0.23
Agent 8 — Dip Buyer (Peer-Aware) — dip_skipped
ON Semiconductor is a structurally sound company in the power/analog semiconductor space, but the 23% drop from its 30-day high lacks a clear identified catalyst for recovery — there are no confirming signals such as insider cluster buys, unusual call flow, analyst upgrades, or SEC filings explaining the move. The sector context is actually favorable (XLK ranked 2nd of 11 by 30d relative strength, outperforming SPY), meaning this drop appears idiosyncratic rather than sector-driven, which raises concern about a company-specific issue that isn't fully visible in the available evidence. With earnings 66 days away and only a neutral conference presentation in recent news, there is no near-term catalyst to drive a large rebound to the $94 target level.
?Sep 1, 4:23 PMdecisionconsidered
Agent 8 — Dip Buyer (Peer-Aware) — decide: skip
ON Semiconductor is a structurally sound company in the power/analog semiconductor space, but the 23% drop from its 30-day high lacks a clear identified catalyst for recovery — there are no confirming signals such as insider cluster buys, unusual call flow, analyst upgrades, or SEC filings explaining the move. The sector context is actually favorable (XLK ranked 2nd of 11 by 30d relative strength, outperforming SPY), meaning this drop appears idiosyncratic rather than sector-driven, which raises concern about a company-specific issue that isn't fully visible in the available evidence. With earnings 66 days away and only a neutral conference presentation in recent news, there is no near-term catalyst to drive a large rebound to the $94 target level.
❖Sep 1, 2:13 PMnewsvia finnhub
Synaptics (SYNA) Agrees to $7 Billion Deal With Onsemi: What Investors Should Know
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned 27.02% in the first half of 2026, outperforming the Russell 2000 Value Index’s 22.99% gain and the S&P 600 Index’s 23.90% return. Small-cap earnings […]
?Sep 1, 10:51 AMdecisionconsidered
Agent 7 — Day Trader — decide: skip
ON (onsemi) is a semiconductor/power analog name with meaningful sensitivity to interest rate conditions. The 2Y yield printing 2σ above its 24-month trend is a headwind for long-duration growth and tech-adjacent names, providing a plausible macro backdrop for today's -2.50% move. No headlines are present, but the move itself (~$1.85 from prior close) reflects real selling flow with conviction. At 295 minutes remaining there is ample time for continuation or reversal, but with no catalyst to trigger a reversal and macro pressure still in place, the path of least resistance remains modestly downward. The setup does not show strong continuation signals (no news-driven catalyst, no sector cascade visible), so this sits in the ordinary momentum band. Tight stop at -1.5% and forced EOD flatten bound the risk. Assigning slight edge to continuation given macro context and absence of any reversal trigger.
?Aug 31, 4:23 PMdecisionconsidered
Agent 8 — Dip Buyer (Peer-Aware) — decide: skip
ON Semiconductor is a structurally sound company in the power/analog semiconductor space, but the 23% drop from its 30-day high lacks a clear identified catalyst for recovery — there are no confirming signals such as insider cluster buys, unusual call flow, analyst upgrades, or SEC filings explaining the move. The sector context is actually favorable (XLK ranked 2nd of 11 by 30d relative strength, outperforming SPY), meaning this drop appears idiosyncratic rather than sector-driven, which raises concern about a company-specific issue that isn't fully visible in the available evidence. With earnings 66 days away and only a neutral conference presentation in recent news, there is no near-term catalyst to drive a large rebound to the $94 target level.
?Aug 31, 3:24 PMdecisionconsidered
Agent 8 — Dip Buyer (Peer-Aware) — decide: skip
ON Semiconductor is a structurally sound company in the power/analog semiconductor space, but the 23% drop from its 30-day high lacks a clear identified catalyst for recovery — there are no confirming signals such as insider cluster buys, unusual call flow, analyst upgrades, or SEC filings explaining the move. The sector context is actually favorable (XLK ranked 2nd of 11 by 30d relative strength, outperforming SPY), meaning this drop appears idiosyncratic rather than sector-driven, which raises concern about a company-specific issue that isn't fully visible in the available evidence. With earnings 66 days away and only a neutral conference presentation in recent news, there is no near-term catalyst to drive a large rebound to the $94 target level.
?Aug 31, 2:24 PMdecisionconsidered
Agent 8 — Dip Buyer (Peer-Aware) — decide: skip
ON Semiconductor is a structurally sound company in the power/analog semiconductor space, but the 23% drop from its 30-day high lacks a clear identified catalyst for recovery — there are no confirming signals such as insider cluster buys, unusual call flow, analyst upgrades, or SEC filings explaining the move. The sector context is actually favorable (XLK ranked 2nd of 11 by 30d relative strength, outperforming SPY), meaning this drop appears idiosyncratic rather than sector-driven, which raises concern about a company-specific issue that isn't fully visible in the available evidence. With earnings 66 days away and only a neutral conference presentation in recent news, there is no near-term catalyst to drive a large rebound to the $94 target level.
?Aug 31, 10:05 AMdecisionconsidered
Agent 7 — Day Trader — decide: skip
ON is up 2.87% today with no headline catalyst identified, suggesting this is either broad semiconductor/tech sector flow or quiet accumulation rather than a news-driven spike that might fade quickly. The macro context (elevated mortgage rates) is not directly relevant to ON Semiconductor, a chipmaker focused on power semiconductors, EVs, and industrial end markets — so macro headwinds are neutral to mildly irrelevant here. With 340 minutes remaining (essentially the full trading day still ahead), there is ample time for continuation. The move is meaningful at nearly 3% but not so extended that a reversion is immediately likely. No reversal pattern is evident from the data provided. The absence of news is not a disqualifier per the framework — institutional flow can drive sustained intraday moves without a headline. However, without a clear sector catalyst or volume confirmation signal, confidence in continuation is moderate rather than high. Assigning a modest continuation probability above the 0.5 threshold given the combination of meaningful move size, time remaining, and no identified fade catalyst.
?Aug 28, 4:22 PMdecisionconsidered
Agent 8 — Dip Buyer (Peer-Aware) — decide: skip
ON Semiconductor is a structurally sound company in the power/analog semiconductor space, but the 23% drop from its 30-day high lacks a clear identified catalyst for recovery — there are no confirming signals such as insider cluster buys, unusual call flow, analyst upgrades, or SEC filings explaining the move. The sector context is actually favorable (XLK ranked 2nd of 11 by 30d relative strength, outperforming SPY), meaning this drop appears idiosyncratic rather than sector-driven, which raises concern about a company-specific issue that isn't fully visible in the available evidence. With earnings 66 days away and only a neutral conference presentation in recent news, there is no near-term catalyst to drive a large rebound to the $94 target level.
?Aug 28, 3:24 PMdecisionconsidered
Agent 8 — Dip Buyer (Peer-Aware) — decide: skip
ON Semiconductor is a structurally sound company in the power/analog semiconductor space, but the 23% drop from its 30-day high lacks a clear identified catalyst for recovery — there are no confirming signals such as insider cluster buys, unusual call flow, analyst upgrades, or SEC filings explaining the move. The sector context is actually favorable (XLK ranked 2nd of 11 by 30d relative strength, outperforming SPY), meaning this drop appears idiosyncratic rather than sector-driven, which raises concern about a company-specific issue that isn't fully visible in the available evidence. With earnings 66 days away and only a neutral conference presentation in recent news, there is no near-term catalyst to drive a large rebound to the $94 target level.
❖Aug 28, 1:00 PMnewsvia finnhub
If You Invested $100 In ON Semiconductor Stock 15 Years Ago, You Would Have This Much Today
ON Semiconductor (NASDAQ:ON) has outperformed the market over the past 15 years by 3.7% on an annualized basis producing an average annual return of 17.08%. Currently, ON Semiconductor has a market capitalization of
?Aug 28, 12:56 PMdecisionconsidered
Agent 7 — Day Trader — decide: skip
ON Semiconductor is down 2.84% intraday with no attributable headline catalyst, suggesting this is flow/positioning-driven selling rather than a news event that might quickly reverse. The macro backdrop (elevated mortgage rates at 6.66%, 1.8σ above trend) is not directly relevant to ON's semiconductor business, offering no sector-specific tailwind to fade this move. With 169 minutes remaining there is ample time for continuation into the close. However, without a clear catalyst or volume confirmation data, and given that a ~2.84% move is at the lower boundary of 'meaningful conviction,' this is a modest lean rather than a high-conviction setup. No reversal signals are evident (no news-driven spike-and-fade pattern visible), so the default momentum bias applies. Probability held at the lower end of the continuation range given the absence of strong confirmatory evidence beyond the price action itself.
?Aug 27, 4:22 PMdecisionconsidered
Agent 8 — Dip Buyer (Peer-Aware) — decide: skip
ON Semiconductor (ON) is down ~24.8% from its 30-day high, a significant but not anomalous drop for a cyclical semiconductor company. The drop does not trigger the >35% triage protocol. However, evidence is extremely sparse: no news headlines, no recent SEC filings, no insider activity, and no options flow data are available to explain the decline or confirm a recovery catalyst. The sector context is weak — IT ranks 7th of 11 by 30-day relative strength with negative 30-day alpha vs. SPY, suggesting sector-level headwinds may be partly responsible. Earnings are 70 days away (not an imminent risk), and the macro backdrop shows moderate rates pressure (10Y at 4.65%, 5YIFR elevated). Without confirmation signals (no insider buys, no unusual call flow) and no identifiable catalyst for a large rebound, this lacks the asymmetric profile required for a high-conviction buy.
?Aug 27, 3:23 PMdecisionconsidered
Agent 8 — Dip Buyer (Peer-Aware) — decide: skip
ON Semiconductor (ON) is down ~24.8% from its 30-day high, a significant but not anomalous drop for a cyclical semiconductor company. The drop does not trigger the >35% triage protocol. However, evidence is extremely sparse: no news headlines, no recent SEC filings, no insider activity, and no options flow data are available to explain the decline or confirm a recovery catalyst. The sector context is weak — IT ranks 7th of 11 by 30-day relative strength with negative 30-day alpha vs. SPY, suggesting sector-level headwinds may be partly responsible. Earnings are 70 days away (not an imminent risk), and the macro backdrop shows moderate rates pressure (10Y at 4.65%, 5YIFR elevated). Without confirmation signals (no insider buys, no unusual call flow) and no identifiable catalyst for a large rebound, this lacks the asymmetric profile required for a high-conviction buy.
?Aug 27, 2:26 PMdecisionconsidered
Agent 8 — Dip Buyer (Peer-Aware) — decide: skip
ON Semiconductor (ON) is down ~24.8% from its 30-day high, a significant but not anomalous drop for a cyclical semiconductor company. The drop does not trigger the >35% triage protocol. However, evidence is extremely sparse: no news headlines, no recent SEC filings, no insider activity, and no options flow data are available to explain the decline or confirm a recovery catalyst. The sector context is weak — IT ranks 7th of 11 by 30-day relative strength with negative 30-day alpha vs. SPY, suggesting sector-level headwinds may be partly responsible. Earnings are 70 days away (not an imminent risk), and the macro backdrop shows moderate rates pressure (10Y at 4.65%, 5YIFR elevated). Without confirmation signals (no insider buys, no unusual call flow) and no identifiable catalyst for a large rebound, this lacks the asymmetric profile required for a high-conviction buy.
?Aug 27, 1:26 PMdecisionconsidered
Agent 8 — Dip Buyer (Peer-Aware) — decide: skip
ON Semiconductor (ON) is down ~24.8% from its 30-day high, a significant but not anomalous drop for a cyclical semiconductor company. The drop does not trigger the >35% triage protocol. However, evidence is extremely sparse: no news headlines, no recent SEC filings, no insider activity, and no options flow data are available to explain the decline or confirm a recovery catalyst. The sector context is weak — IT ranks 7th of 11 by 30-day relative strength with negative 30-day alpha vs. SPY, suggesting sector-level headwinds may be partly responsible. Earnings are 70 days away (not an imminent risk), and the macro backdrop shows moderate rates pressure (10Y at 4.65%, 5YIFR elevated). Without confirmation signals (no insider buys, no unusual call flow) and no identifiable catalyst for a large rebound, this lacks the asymmetric profile required for a high-conviction buy.
❖Aug 27, 10:49 AMnewsvia finnhub
ON Semiconductor Corporation (ON) Presents at Deutsche Bank 2026 Technology Conference Transcript
ON Semiconductor Corporation (ON) Deutsche Bank 2026 Technology Conference August 27, 2026 11:55 AM EDTCompany ParticipantsHassane El-Khoury - President,...
?Aug 27, 7:06 AMdecisionconsidered
Agent 8 — Dip Buyer (Peer-Aware) — decide: skip
ON Semiconductor (ON) is down ~24.8% from its 30-day high, a significant but not anomalous drop for a cyclical semiconductor company. The drop does not trigger the >35% triage protocol. However, evidence is extremely sparse: no news headlines, no recent SEC filings, no insider activity, and no options flow data are available to explain the decline or confirm a recovery catalyst. The sector context is weak — IT ranks 7th of 11 by 30-day relative strength with negative 30-day alpha vs. SPY, suggesting sector-level headwinds may be partly responsible. Earnings are 70 days away (not an imminent risk), and the macro backdrop shows moderate rates pressure (10Y at 4.65%, 5YIFR elevated). Without confirmation signals (no insider buys, no unusual call flow) and no identifiable catalyst for a large rebound, this lacks the asymmetric profile required for a high-conviction buy.
?Aug 26, 8:10 PMdecisionconsidered
Agent 4 — Dip Buyer (Frozen) — decide: skip
ON Semiconductor (ON) is down 22.3% from its 30-day high with no company-specific negative news — the only headline is a generic "whale alerts" piece with near-neutral sentiment, and there are no recent SEC filings signaling deterioration. However, the macro backdrop presents a headwind: the 5-year forward inflation rate (T5YIFR) is running 1.6σ above its 24-month trend, suggesting elevated rate expectations that weigh on rate-sensitive and growth-oriented semiconductor names like ON. The absence of clear fundamental deterioration keeps the company sound, but the elevated inflation expectations and lack of any positive catalyst temper the near-term rebound case.
?Aug 26, 4:22 PMdecisionconsidered
Agent 8 — Dip Buyer (Peer-Aware) — decide: skip
ON Semiconductor (ON) is down ~24.8% from its 30-day high, a significant but not anomalous drop for a cyclical semiconductor company. The drop does not trigger the >35% triage protocol. However, evidence is extremely sparse: no news headlines, no recent SEC filings, no insider activity, and no options flow data are available to explain the decline or confirm a recovery catalyst. The sector context is weak — IT ranks 7th of 11 by 30-day relative strength with negative 30-day alpha vs. SPY, suggesting sector-level headwinds may be partly responsible. Earnings are 70 days away (not an imminent risk), and the macro backdrop shows moderate rates pressure (10Y at 4.65%, 5YIFR elevated). Without confirmation signals (no insider buys, no unusual call flow) and no identifiable catalyst for a large rebound, this lacks the asymmetric profile required for a high-conviction buy.
?Aug 26, 3:23 PMdecisionconsidered
Agent 8 — Dip Buyer (Peer-Aware) — decide: skip
ON Semiconductor (ON) is down ~24.8% from its 30-day high, a significant but not anomalous drop for a cyclical semiconductor company. The drop does not trigger the >35% triage protocol. However, evidence is extremely sparse: no news headlines, no recent SEC filings, no insider activity, and no options flow data are available to explain the decline or confirm a recovery catalyst. The sector context is weak — IT ranks 7th of 11 by 30-day relative strength with negative 30-day alpha vs. SPY, suggesting sector-level headwinds may be partly responsible. Earnings are 70 days away (not an imminent risk), and the macro backdrop shows moderate rates pressure (10Y at 4.65%, 5YIFR elevated). Without confirmation signals (no insider buys, no unusual call flow) and no identifiable catalyst for a large rebound, this lacks the asymmetric profile required for a high-conviction buy.
?Aug 26, 1:23 PMdecisionconsidered
Agent 8 — Dip Buyer (Peer-Aware) — decide: skip
ON Semiconductor (ON) is down ~24.8% from its 30-day high, a significant but not anomalous drop for a cyclical semiconductor company. The drop does not trigger the >35% triage protocol. However, evidence is extremely sparse: no news headlines, no recent SEC filings, no insider activity, and no options flow data are available to explain the decline or confirm a recovery catalyst. The sector context is weak — IT ranks 7th of 11 by 30-day relative strength with negative 30-day alpha vs. SPY, suggesting sector-level headwinds may be partly responsible. Earnings are 70 days away (not an imminent risk), and the macro backdrop shows moderate rates pressure (10Y at 4.65%, 5YIFR elevated). Without confirmation signals (no insider buys, no unusual call flow) and no identifiable catalyst for a large rebound, this lacks the asymmetric profile required for a high-conviction buy.
❖Aug 26, 11:54 AMnewsvia finnhub
STM vs. ON: Which EV Semiconductor Stock Is More Compelling?
STM and ON offer distinct EV semiconductor opportunities, with growth, earnings, SiC momentum, design wins and capacity trends shaping the debate.
❖Aug 26, 9:35 AMnewsvia finnhub
10 Information Technology Stocks With Whale Alerts In Today’s Session
This whale alert can help traders discover the next big trading opportunities. Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner. Traders often
❖Aug 25, 3:22 PMnewsvia finnhub
Get Paid 12% A Year To Let Someone Else Chase ADI Stock Higher
Collect an immediate income that's yours to keep, in return for capping your stock's potential gains above a chosen higher price.
❖Aug 25, 7:02 AMnewsvia finnhub
These 8 chip stocks now offer enhanced buying opportunities, BofA says
Investing.com -- Bank of America told clients in a note on Tuesday that the risk/reward in semiconductors is positive despite near-term pressure, with the bank flagging eight names as enhanced buying opportunities.
❖Aug 24, 8:11 PMnewsvia finnhub
Reading Between The Lines Of ADI's Latest Call
Analog Devices just posted a monster quarter, but analysts on the call wanted to know if this AI-fueled supercycle is a new reality or just a spectacular peak.
❖Aug 22, 5:09 AMnewsvia finnhub
ON Semiconductor (ON) Stock May Be 2% Undervalued As AI Data Center Wins Build
ON Semiconductor stock has delivered a 63.1% return over the past five years, yet current checks point to a company that looks roughly in line with its estimated worth based on a Discounted Cash Flow (DCF) model, while market multiples lean on the expensive side. After a strong run into 2026 and a recent pullback, the valuation signals are mixed rather than clearly cheap or clearly stretched. Over the last five years, ON Semiconductor has returned 63.1%, which puts recent share price...
❖Jul 17, 7:30 AMnewsvia finnhub
Here's Why ON Semiconductor Just Made a $7 Billion Bet on AI
The semiconductor company views the acquisition of Synaptics as a natural expansion, and a way to capture more value from the growth of physical AI.
▣Jul 16, 8:00 PMjournalstop
Agent 5 — Dip Buyer (Evolving) closed long 12 @ $84.40 (-$97.80)
intraday stop sweep
❖Jul 16, 4:15 PMnewsvia finnhub
onsemi to Announce Second Quarter Financial Results
SCOTTSDALE, Ariz., July 16, 2026 (GLOBE NEWSWIRE) -- onsemi (Nasdaq: ON) plans to announce its financial results for the second quarter, which ended July 3, 2026, after market close on Monday, August 3, 2026. The company will host a conference call at 5 p.m. Eastern Time (ET) on August 3, 2026, following the release of its financial results. Investors and interested parties can access the conference call in the following manner: Webcast: A live webcast of the conference call will be available vi
❖Jul 16, 12:13 PMnewsvia finnhub
Is ON Semiconductor (ON) Fully Priced After Its 151% Run?
ON Semiconductor has delivered a 151.0% gain over the past 5 years, yet both its Discounted Cash Flow (DCF) intrinsic value estimate and market multiples currently point to the stock trading at a premium, raising questions about how much of its story is already priced in. Over 5 years, ON Semiconductor is up 151.0%, which puts current pricing under closer scrutiny after a strong longer term run. Recent news around manufacturing divestitures and the planned Synaptics acquisition may support...
❖Jul 16, 10:49 AMnewsvia finnhub
Microchip Jumps 35% YTD: Is There More Room for the Stock to Rise?
MCHP's 35.3% YTD gain rests on inventory recovery, stronger bookings and AI data center growth, though supply chain constraints and competition remain risks.
❖Jul 16, 10:12 AMnewsvia finnhub
Will Earnings Optimism and EV AI Momentum Change ON Semiconductor's (ON) Narrative?
In recent days, ON Semiconductor Corp. reported that analysts expect a meaningful uplift in upcoming quarterly earnings per share and revenue, even as the stock lagged a rising broader market. At the same time, Heartland Advisors highlighted ON Semiconductor’s strength in power management and image sensing for electric vehicles and AI datacenters, as well as its ongoing push toward higher-margin products and more efficient manufacturing. Next, we’ll explore how optimism around upcoming...
▣Jul 15, 8:00 PMjournalstop
Agent 8 — Dip Buyer (Peer-Aware) closed long 10 @ $87.93 (-$80.50)
intraday stop sweep
❖Jul 15, 5:50 PMnewsvia finnhub
ON Semiconductor Corp. (ON) Stock Sinks As Market Gains: What You Should Know
In the most recent trading session, ON Semiconductor Corp. (ON) closed at $92.54, indicating a -1.27% shift from the previous trading day.
❖Jul 15, 5:07 PMnewsvia finnhub
Synaptics to Release Fourth Quarter and Full Year Fiscal 2026 Results on August 6, 2026
SAN JOSE, Calif., July 15, 2026 (GLOBE NEWSWIRE) -- Synaptics® Incorporated (Nasdaq: SYNA) today announced that it will release financial results for the fourth quarter and full year of fiscal 2026 on Thursday, August 6, 2026, after the market closes. Due to the pending transaction with onsemi, Synaptics will not be hosting a conference call to review its financial results or provide a forward-looking financial outlook. The press release will be available on the Company’s website at https://inve
❖Jul 15, 12:10 PMnewsvia finnhub
Can ON Semiconductor Corp. (ON) Keep the Earnings Surprise Streak Alive?
ON Semiconductor Corp. (ON) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
❖Jul 15, 10:38 AMnewsvia finnhub
Rising Power Demand Fuels ON Semiconductor’s (ON) Upside
Heartland Advisors, an investment management company, released its second-quarter 2026 investor letter for “Heartland Mid Cap Value Fund”. A copy can be downloaded here. Mid-cap stocks sharply rose in the second quarter, driven by perceived AI beneficiaries, particularly in Technology. The Fund returned 9.90% in the quarter, compared to the Russell Midcap® Value Index’s 13.40% […]
▢Jul 14, 8:00 PMjournal
Agent 5 — Dip Buyer (Evolving) opened long 12 @ $92.55
❖Jul 14, 7:11 PMnewsvia finnhub
Microchip Technology and onsemi Stocks Trade Up, What You Need To Know
A number of stocks jumped in the afternoon session after a cooler-than-expected June inflation report and a surprise capital expenditure warning from IBM appeared to validate AI hardware demand. June core CPI printed flat month-over-month (2.6% year-over-year versus a 2.9% forecast), reopening the door to a friendlier interest rate environment.
❖Jul 14, 11:54 AMnewsvia finnhub
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.
❖Jul 14, 10:38 AMnewsvia finnhub
Watching Broadcom; Hearing Investor Business Daily SwingTrader Buys Stock
❖Jul 14, 8:35 AMnewsvia finnhub
What's going on in today's pre-market session: S&P500 movers
Get insights into the top gainers and losers in the S&P500 index of Tuesday's pre-market session.
❖Jul 14, 8:00 AMnewsvia finnhub
Price Prediction: ON Semiconductor’s Rally May Be Far From Over
ON Semiconductor has already staged one of the semiconductor sector's wildest comebacks of 2026, but the bigger question is whether the forces driving it are just getting started or already priced in.
❖Jul 14, 12:25 AMnewsvia finnhub
Heartland Mid Cap Value Fund Q2 2026 Portfolio Activity
In our Deep Value bucket, ON Semiconductor manufactures power management and image sensing semiconductor products for automotive and industrial end markets. Read more here.
❖Jul 13, 3:05 PMnewsvia finnhub
Discover which S&P500 stocks are making waves on Monday.
Join us in exploring the top gainers and losers within the S&P500 index one hour before the close of the markets on Monday as we examine the latest happenings in today's session.
❖Jul 13, 1:03 PMnewsvia finnhub
These overlooked chip stocks are getting an AI boost
The AI boom isn't just fueling the memory trade. The not-so-flashy analogy chip space is also seeing a boost.
❖Jul 13, 12:35 PMnewsvia finnhub
These S&P500 stocks are moving in today's session
Curious about the S&P500 stocks that are in motion on Monday? Join us as we explore the top movers within the S&P500 index during today's session.
❖Jul 13, 10:43 AMnewsvia finnhub
TD Cowen Maintains Hold on ON Semiconductor, Lowers Price Target to $95
TD Cowen analyst Joshua Buchalter maintains ON Semiconductor (NASDAQ:ON) with a Hold and lowers the price target from $110 to $95.
❖Jul 13, 10:35 AMnewsvia finnhub
What's going on in today's session: S&P500 gap up and gap down stocks
Stay tuned for the market movements in the S&P500 index on Monday. Check out the gap up and gap down stocks in the S&P500 index during today's session.
❖Jul 13, 8:03 AMnewsvia finnhub
Here's What to Expect From ON Semiconductor’s Next Earnings Report
ON Semiconductor will report its second-quarter earnings soon, and Wall Street expects its profitability to improve by double digits.
❖Jul 13, 7:55 AMnewsvia finnhub
Shares of semiconductor and chip companies are trading lower due to volatility initiated from South Korea after Samsung and SK Hynix fell, dragging down the KOPSI and U.S. peers. Also, weakness within the industry may result from growing energy costs after the U.S. and Iran exchanged blows and President Trump's recent comments.
❖Jul 12, 8:30 AMnewsvia finnhub
5 Power Chip Stocks Built for the Electrification Surge
Silicon carbide and gallium nitride are the choke points in a $trillions electrification wave, and five U.S.-listed chip makers are already collecting the toll. One just survived bankruptcy court, and another trades like a call option on the entire NVIDIA 800V build-out.
❖Jul 12, 8:00 AMnewsvia finnhub
5 Analog Chip Stocks Set to Rebound as the Cycle Changes
Analog chip inventories just hit a turning point that historically precedes a major re-rating, and five names across auto, industrial, and AI power are positioned to capture the move before the window closes.
▢Jul 9, 8:00 PMjournal
Agent 8 — Dip Buyer (Peer-Aware) opened long 10 @ $95.98
▢Jul 8, 8:00 PMjournal
Agent 7 — Day Trader opened long 29 @ $99.85
▣Jul 8, 8:00 PMjournaltime_stop
Agent 7 — Day Trader closed long 29 @ $98.98 (-$25.08)
EOD forced close — day trader never carries overnight
▣Jun 7, 8:00 PMjournalstop
options_momentum closed long 100 @ $6.83 (-$325.03)
Stop: premium $6.83 ≤ trailing floor $11.46 (peak $15.28 × 0.75)
▣Jun 4, 8:00 PMjournaltarget
Agent 8 — Dip Buyer (Peer-Aware) closed long 10 @ $118.01 (+$78.03)
Trailing stop on remainder: close $118.01 ≤ floor $124.55 (peak $133.93 × 0.93; floor at entry $110.21)
▢Jun 1, 8:00 PMjournal
Agent 7 — Day Trader opened long 11 @ $127.59
▣Jun 1, 8:00 PMjournaltime_stop
Agent 7 — Day Trader closed long 11 @ $128.16 (+$6.21)
EOD forced close — day trader never carries overnight
▢May 27, 8:00 PMjournal
options_momentum opened long 100 @ $10.08
▣May 25, 8:00 PMjournaltarget
Agent 8 — Dip Buyer (Peer-Aware) closed long 6 @ $127.00 (+$125.76)
Staged exit (1/2.0): close $127.00 ≥ target $119.10. Selling 6/13 sh, trailing remainder.
▢May 21, 8:00 PMjournal
Agent 7 — Day Trader opened long 16 @ $116.40
▣May 21, 8:00 PMjournaltime_stop
Agent 7 — Day Trader closed long 16 @ $116.69 (+$4.64)
EOD forced close — day trader never carries overnight
▣May 18, 8:00 PMjournalstop
options_momentum closed long 100 @ $2.45 (-$559.33)
Stop: premium $2.45 ≤ trailing floor $6.03 (peak $8.04 × 0.75)
▢May 18, 8:00 PMjournal
Agent 8 — Dip Buyer (Peer-Aware) opened long 6 @ $106.04
▢May 18, 8:00 PMjournal
Agent 8 — Dip Buyer (Peer-Aware) opened long 10 @ $110.21
▢May 13, 8:00 PMjournal
options_momentum opened long 100 @ $8.04

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