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- $30.0BMarket Cap
- 48.16%1-Year Change
- SemiconductorsIndustry
ON Semiconductor (ON)
Key Performance
More- Earnings Score: 49
- Momentum Score: 77
- True Yield: N/A
- Financial Health Score: 18
Latest Research & News
4 High-Risk Stocks Built for Big Returns
The article highlights four high-risk, high-reward stocks: Agios Pharmaceuticals awaiting FDA approval for mitapivat to treat sickle cell disease; Navitas Semiconductor pivoting toward AI data centers and high-power chips; Joby Aviation developing eVTOL transportation services with autonomous capabilities; and Viking Therapeutics developing obesity drug VK2735 with potential in a multi-billion dollar market. All require patience but offer significant upside if their respective catalysts materialize.
10/14/2026, 6:08 AM • The Motley Fool
ON Semiconductor, despite a 43% gain in 2026, remains a strong value play due to its exposure to electric vehicles, industrial applications, and fast-growing AI data center infrastructure. Management projects 12-14% revenue CAGR and 30% operating income CAGR through 2030, with the pending Synaptics acquisition expected to strengthen its position in the physical AI market.
10/11/2026, 7:15 AM • The Motley Fool
The global Power IC market was valued at US$ 11.66 billion in 2025 and is projected to reach US$ 21.58 billion by 2034, growing at a CAGR of 7.4%. Growth is driven by rising demand for efficient power management in consumer electronics, automotive systems, industrial automation, renewable energy, and data centers. Asia Pacific dominates the market, with North America and Europe generating growth through investments in automotive electronics, data centers, and renewable energy systems. Wide bandgap semiconductor technologies like silicon carbide and gallium nitride are enabling next-generation applications.
10/07/2026, 4:42 AM • GlobeNewswire
The global Power Discrete market is valued at US$ 14.30 billion in 2025 and is projected to reach US$ 24.46 billion by 2034, growing at a CAGR of 6.4%. Growth is driven by increasing demand for energy-efficient power management technologies across consumer electronics, automotive systems, industrial equipment, renewable energy, and data centers. Asia Pacific dominates the market, followed by North America and Europe. Key trends include the transition to SiC and GaN semiconductor technologies enabling higher efficiency and performance in EVs, 5G devices, and industrial automation.
10/07/2026, 4:41 AM • GlobeNewswire
Stock Market Midday, Oct. 2: Stocks Rally as Weak Jobs Data Cools Fed Rate Hike Bets
U.S. stock markets rallied on October 2, 2026, following weaker-than-expected September employment data showing only 29,000 jobs added and unemployment rising to 4.2%. The soft labor report reduced expectations for a Federal Reserve rate hike this month from 64% to 21%, boosting investor sentiment particularly in tech and growth stocks. The Nasdaq Composite hit a record high, while the S&P 500 and Dow Jones also gained.
10/02/2026, 12:20 PM • The Motley Fool
The global IGBT market is projected to grow from USD 8.45 billion in 2025 to USD 14.82 billion by 2035, expanding at a 7.3% CAGR. Growth is driven by rising EV/HEV production, renewable energy inverter demand, industrial motor drives, and railway traction investments. Asia-Pacific leads with 42.5% of global revenue, while the EV/HEV segment accounts for 32.8% of market share.
09/29/2026, 4:56 AM • GlobeNewswire
The global RF System-on-Chip (SoC) market is projected to grow at a compound annual growth rate of 8.5% to 10.5% from 2026 through 2031, driven by 5G deployment, IoT expansion, and automotive applications. The market is valued between USD 5.9 billion and USD 10.7 billion in 2026, with Asia-Pacific leading regional growth. Key technology trends include direct RF-sampling, advanced manufacturing processes (RF-SOI, SiGe, CMOS), and multiprotocol support for smart-home connectivity.
09/24/2026, 5:51 AM • GlobeNewswire
Synaptics' Chief Strategy Officer Disposed of Stock as 45,910 Shares Vested. Here's What to Know.
Satish Ganesan, Chief Strategy Officer at Synaptics, sold 15,954 shares worth $1.8 million on August 17 to cover tax withholding obligations from vesting equity awards. This non-discretionary transaction does not reflect a change in his view of the company. Synaptics is set to be acquired by onsemi in a $7 billion all-stock deal, with shareholders receiving 1.350 onsemi shares per Synaptics share.
08/23/2026, 3:29 AM • The Motley Fool
Synaptics' Top Lawyer Sold Stock as a $7 Billion Merger Moves Toward Closing. Here's What to Know
Synaptics' Chief Legal Officer Lisa Bodensteiner sold 20,274 shares worth $2.2 million on August 17-18, 2026. The sale included 14,218 shares withheld for taxes on vested equity awards and 6,056 shares sold under a pre-established Rule 10b5-1 trading plan from September 2025. The transaction occurred as Synaptics moves toward closing its $7 billion all-stock acquisition by onsemi, expected in mid-2027. Bodensteiner's position grew overall after acquiring 41,734 shares through vesting two days prior.
08/23/2026, 3:17 AM • The Motley Fool
Gate Driver IC Market Size to Surpass USD 2.91 Billion by 2035 | Research by SNS Insider
The global Gate Driver IC market is expected to expand at a CAGR of 5.19% through 2035, driven by electric vehicle adoption, renewable energy infrastructure development, and advanced power electronics. The U.S. market will grow from USD 0.45B to USD 0.78B, while Europe is estimated to reach USD 0.75B by 2035. High voltage gate driver ICs and silicon carbide semiconductors are expected to see the strongest growth, with Asia Pacific currently dominating at 38.76% market share.
08/04/2026, 3:30 AM • GlobeNewswire
STARTRADER announced the launch of 31 new US Share CFDs and ETF CFDs available from August 3-5, 2026, covering semiconductors, AI infrastructure, optical networking, and nuclear energy sectors. The expansion includes companies like ON Semiconductor, Cerebras Systems, Arista Networks, and NuScale Power, along with seven semiconductor and technology-focused ETFs, reflecting growing client interest in AI infrastructure markets.
07/31/2026, 3:02 AM • GlobeNewswire
Should You Ignore Vertiv? Why ON Semiconductor May Be The Better AI Infrastructure Stock Today
The article compares Vertiv and ON Semiconductor as AI infrastructure plays. Vertiv offers stronger near-term exposure to the AI build-out phase with data center infrastructure, while ON Semiconductor provides better long-term potential through its positioning in physical AI (robotics, autonomous vehicles, edge computing) via its power/sensing business and the $7 billion Synaptics acquisition. ON Semiconductor trades at a significant valuation discount despite superior long-term growth prospects.
07/29/2026, 9:05 AM • The Motley Fool
Here's Why ON Semiconductor Just Made a $7 Billion Bet on AI
ON Semiconductor announced a $7 billion all-stock acquisition of AI edge solutions company Synaptics, transforming itself from a power and sensing chip company into one offering connected compute technology for physical AI applications. While the market initially reacted negatively, management expects the deal to add to earnings within 18 months, generate $200 million in synergies, and expand the company's total addressable market by $30 billion to $243 billion by 2030. The analyst views the stock dip as a buying opportunity, positioning the move as a bold but strategic entry into the long-term AI inference market.
07/17/2026, 7:10 AM • The Motley Fool
Pomerantz LLP is investigating ON Semiconductor Corporation for potential securities fraud following its announcement of an all-stock acquisition of Synaptics Incorporated for approximately $7 billion. The deal, announced on June 25, 2026, resulted in ON Semiconductor's stock price dropping 23.66% to $90.65 per share on June 26, 2026, prompting investor concerns.
07/07/2026, 5:54 PM • GlobeNewswire
onsemi: What the Market Gets Wrong, You Can Get Right
onsemi's stock fell 25% following its $7 billion acquisition of Synaptics, but analysts argue the market misunderstands the strategic value. The deal positions onsemi at the nexus of physical AI and robotics by combining onsemi's SiC semiconductor technology with Synaptics' edge AI processing and sensing capabilities. Despite near-term dilution concerns (13.45% share dilution), the combined company expects 38% revenue growth and $200 million in annual cost savings, with long-term potential for triple-digit upside as it capitalizes on the semiconductor supercycle.
06/30/2026, 11:06 AM • Investing
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MoreInformation as of 10/21/2026
Company Profile
ON Semiconductor Corporation provides intelligent sensing and power solutions in Hong Kong, Singapore, the United Kingdom, the United States, and internationally. It operates through three segments: Power Solutions Group, Analog and Mixed-Signal Group, and Intelligent Sensing Group. The Power Solutions Group segment offers discrete, module, and integrated semiconductor devices designed to enable power conversion, including power switching, signal conditioning, and circuit protection technologies. Its Analog and Mixed-Signal Group segment designs and develops analog and mixed-signal solutions, including power management, sensor interface, connectivity, and standard products for automotive, industrial automation, AI data centers, computing, and mobile end markets. The Intelligent Sensing Group segment develops complementary metal-oxide-semiconductor image sensors, image signal processors, short-wave infrared sensors, and other products, as well as photon-counting technologies, including single-photon avalanche diode arrays and silicon photomultiplier devices for depth sensing, factory automation, safety systems, and robotics industries. ON Semiconductor Corporation was incorporated in 1992 and is headquartered in Scottsdale, Arizona.
Key Executives
- Hassane S. El-Khoury
- Thad Trent
- S. Thad Trent
- Sudhir Gopalswamy
- Paul Dutton
Current Ownership Distribution
- Institutions8.0B (59.94%)
- Mutual Funds5.2B (39.13%)
- Insiders124.5M (0.93%)
- Other0 (0.00%)