ON Semiconductor Corporation

2026-02-25 11:58:00

Texas Instruments (TXN) has signaled a significant rebound in the industrial and automotive sectors with its robust Q1 2026 guidance and the acquisition of Silicon Laboratories (SLAB). The company's forecast for sequential revenue growth in a typically weak quarter, coupled with its strategic expansion into Edge AI and wireless connectivity, indicates a shift from defensive spending to aggressive growth. This move is seen as a key indicator for the broader analog chip market, benefiting from TI's internal manufacturing capabilities and aligning with the growing demand for AI-enabled devices.

2026-02-24 08:50:58

ON Semiconductor Corp. (ON) is positioned for significant growth over the next five years, driven by its leadership in gallium nitride (GaN) and silicon carbide (SiC) substrates, which offer high efficiency for critical applications in electronics. The company's chips are integral to intelligent power management and sensing technologies, with strong adoption in electric vehicles, factory automation, data centers, and advanced safety systems. Despite cyclical challenges, ON Semi's financials show resilience, and its vast total available market, combined with shareholder-conscious management, makes it a recommended buy.

2026-02-24 08:50:57

AXQ Capital LP has acquired a new stake of 23,400 shares in ON Semiconductor Corporation, valued at approximately $1.15 million, according to a recent 13F filing. This investment comes amidst mixed analyst ratings and insider selling, including significant sales by the CEO and CFO. Despite some underlying fundamental concerns, the company's board has approved a $6.0 billion share repurchase plan, and positive sentiment exists around its strategic exposure to silicon carbide and gallium-nitride power chips.

2026-02-23 02:24:52

Barclays analyst Tom O’Malley initiated coverage of Microchip Technology (MCHP) with an Equal Weight rating and an $80 price target, noting the company's business is less sensitive to industrial demand swings compared to competitors. While "cautiously optimistic" about an industrial recovery, Barclays identifies potential market share losses in microcontrollers as a challenge for MCHP. Despite this, Microchip's CEO, Steve Sanghi, reported solid Q3 2026 growth driven by networking, data center, FPGA, and licensing, with significant design wins expected to generate over $100 million in revenue in calendar year 2027.

2026-02-23 02:21:56

Barclays has initiated coverage on Microchip Technology (MCHP) with an Equal Weight rating and an $80 price target, noting its business is less sensitive to industrial demand fluctuations compared to peers. While cautiously optimistic about an industrial sector recovery, Barclays suggests that Microchip Technology could face pressure from potential market share losses in microcontrollers. Despite this, Microchip's CEO reported solid growth in Q3 2026, driven by networking, data center, FPGA, and licensing, with significant design wins expected to generate substantial revenue.

2026-02-22 21:51:08

Channing Capital Management LLC increased its stake in ON Semiconductor Corporation (NASDAQ:ON) by 18.6% in the third quarter, purchasing 31,046 shares to bring its total holdings to 198,186 shares valued at $9.77 million. This move comes as other institutional investors have also adjusted their positions in the semiconductor company. ON Semiconductor reported slightly better-than-expected Q4 EPS but saw an 11.2% year-over-year revenue decline, alongside announcing a $6.00 billion share buyback program.