ON Semiconductor Corporation ($ON) Stock Forecast: Up 1.7% Today

What is ON Semiconductor Corporation?

ON Semiconductor Corporation (NASDAQ: ON) specializes in power and data management semiconductor components, particularly for automotive, industrial, and AI applications.

Why is ON Semiconductor Corporation going up?

ON stock is up 1.7% on May 5, 2026 14:36

• Strong performance in Q1 2026, exceeding revenue and EPS projections, was driven by substantial growth in AI data center revenue for ON Semiconductor.
• Optimistic projections, including the anticipation of doubling AI data center revenue annually and continuous gross margin expansion, bolstered investor confidence and drove the stock price upwards.
• Positive market sentiment, demonstrated by the uptick in stock futures and unwavering investor optimism amid geopolitical uncertainties, likely contributed to the company's strong performance.
• Emphasis on growth drivers like automotive, industrial, and AI applications, together with notable share buybacks and promising growth opportunities, positioned ON Semiconductor well in the market, leading to significant bullish movement.

ON Price Chart

ON Technical Analysis

ON News

ON Semiconductor Corporation (NASDAQ:ON) Q1 2026 Earnings Call Transcript

ON Semiconductor Corporation reported Q1 2026 earnings, with revenue of $1.51 billion and non-GAAP diluted EPS of $0.64, surpassing expectations due to strong AI data center growth. The company sees improving demand signals, expects AI data center revenue to double year-over-year in 2026, and anticipates continued gross margin expansion throughout the year. They also made significant share repurchases and discussed robust future growth drivers in automotive, industrial, and AI applications.

https://www.insidermonkey.com/blog/on-semiconductor-corporation-nasdaqon-q1-2026-earnings-call-transcript-1753991/

Palantir, Intel, AMD, ON Semi, Pinterest, Duolingo, and More Stock Market Movers

Stock futures were on the rise Tuesday, with investors seemingly undeterred by increasing tensions in the Middle East. This article highlights several companies whose stocks are notably active today, including Palantir, Intel, AMD, ON Semi, Pinterest, and Duolingo. The market's upward trend suggests a resilient investor sentiment despite geopolitical concerns.

https://www.barrons.com/articles/stock-movers-8b3b686f

KBR, Inc. (KBR) Tops Q1 EPS by 2c ; Offers Guidance

KBR, Inc. (KBR) reported stronger-than-expected Q1 earnings, with EPS of $0.96 against an analyst estimate of $0.94 and revenue of $1.92 billion exceeding the consensus of $1.89 billion. The company also provided optimistic guidance for FY2026, projecting EPS between $3.87-$4.22 and revenue between $7.9-$8.36 billion, both largely in line with or above analyst expectations. This positive financial performance and outlook highlight KBR's solid operational results.

https://www.streetinsider.com/Earnings/KBR%2C+Inc.+%28KBR%29+Tops+Q1+EPS+by+2c+%3B+Offers+Guidance/26429011.html

Composition Wealth LLC Decreases Stake in Texas Instruments Incorporated $TXN

Composition Wealth LLC significantly reduced its stake in Texas Instruments (TXN) by 65.3% in Q4, selling 12,927 shares and retaining 6,879 shares valued at $1.19 million. This decrease comes despite Texas Instruments beating earnings expectations with a 18.6% year-over-year revenue increase and analysts lifting price targets, though the consensus remains a "Hold." The company has experienced a 62% year-to-date surge, alongside significant insider selling and increased bullish options activity.

https://www.marketbeat.com/instant-alerts/filing-composition-wealth-llc-decreases-stake-in-texas-instruments-incorporated-txn-2026-05-05/

Texas Instruments Incorporated $TXN Shares Sold by Alliance Wealth Advisors LLC UT

Alliance Wealth Advisors LLC UT significantly reduced its stake in Texas Instruments (TXN) by 35.1% in Q4, selling over 7,000 shares. This comes amidst heavy insider selling, with company executives disposing of a substantial number of shares in the last 90 days. Despite these sales, TXN has seen strong year-to-date performance, beating Q1 EPS estimates and showing significant stock price appreciation, supported by increased demand in analog/embedded chips due to AI.

https://www.marketbeat.com/instant-alerts/filing-texas-instruments-incorporated-txn-shares-sold-by-alliance-wealth-advisors-llc-ut-2026-05-05/

Trending Today

Brent Crude Oil ($BRENT) Commodity Forecast: Down 5.9% Today

Arista Networks Inc. ($ANET) Stock Forecast: Down 15.7% Today

Lam Research Corporation ($LRCX) Stock Forecast: Up 7.5% Today

Tandem Diabetes Care, Inc. ($TNDM) Stock Forecast: Down 6.0% Today

Super Micro Computer Inc ($SMCI) Stock Forecast: Up 23.2% Today

Upstart Holdings Inc. ($UPST) Stock Forecast: Down 9.5% Today

Internationa Flavors & Fragrances Inc. ($IFF) Stock Forecast: Up 17.2% Today

Circle Internet Group ($CRCL) Stock Forecast: Up 6.0% Today

Devon Energy Corporation ($DVN) Stock Forecast: Down 8.6% Today

Taiwan Semiconductor Manufacturing Company Ltd. ($TSM) Stock Forecast: Up 6.3% Today

ON Semiconductor Corporation Price History

17.03.2026 - ON Stock was up 5.4%

• ON Semiconductor Corp. (ON) experienced a strong bullish movement of 10.4% today, outperforming the market.
• The surge in ON's stock price can be attributed to multiple factors:
• Analyst upgrades and higher price targets, reflecting confidence in the company's performance and future prospects.
• A new design win in the solar and energy storage sector, indicating diversification and growth opportunities beyond traditional markets.
• Positive market sentiment driven by increased call option activity, strategic focus on AI and Silicon Carbide technology, and strong forward guidance for automotive and AI sectors.
• Despite the bullish movement, investors should monitor potential risks such as high valuation, insider selling, and any upcoming earnings announcements to make informed decisions.

16.03.2026 - ON Stock was up 6.9%

• A decrease in stake by Sumitomo Mitsui Trust Group Inc. may have initially created uncertainty around ON Semiconductor. However, the increased positions held by other institutional investors could have counteracted this negative impact.
• Loop Capital's adjustment of the price target and reiteration of a Buy rating have reinforced favorable market sentiment towards ON Semiconductor, contributing to the stock's positive momentum.
• While ON Semiconductor has occasionally underperformed in comparison to broader market indices, its consistent daily growth signals a fundamental strength and heightened investor trust in the company's future outlook.
• ON Semiconductor's elevation to a Buy rating by BofA, emphasizing its strong AI product pipeline and sturdy free cash flow, likely bolstered investor confidence and played a role in the stock's upward trajectory.

16.03.2026 - ON Stock was up 10.3%

• ON Semiconductor (ON) stock reached a new 52-week high at $76.56, showing a strong bullish movement.
• The positive trend can be attributed to robust demand in the semiconductor industry, strategic growth initiatives, and recent upgrades from BofA Securities.
• Despite a decrease in ownership by Sumitomo Mitsui Trust Group Inc., other institutional investors have increased their positions. Additionally, positive sentiment from Loop Capital with an increased price target of $85 has contributed to the stock's upward trajectory.
• Although the stock faces revenue challenges and high valuation risks, it has outperformed industry competitors in recent trading sessions, demonstrating resilience and market strength.

16.03.2026 - ON Stock was up 10.2%

• ON Semiconductor Corp's stock rose by 8.74% supported by a Bank of America "Buy" upgrade, heightened call option activity, and emphasis on AI and Silicon Carbide technology.
• Favorable projections for the automotive and AI sectors, an upcoming analyst day, and positive technical indicators advocating a buy position bolstered investor optimism.
• Despite concerns regarding overvaluation and insider selling, the company's growth strategies and notable performance in the semiconductor industry drove the stock to reach a 52-week peak.
• The decrease in ownership by Sumitomo Mitsui Trust Group Inc. was counterbalanced by heightened positions taken by other institutional investors, indicating a sustained positive trajectory for the stock.

28.03.2026 - ON Stock was down 5.2%

• Pictet Asset Management Holding SA recently increased its ownership stake in ON Semiconductor Corporation, signaling confidence in the company's future prospects. Yet, the company's CFO, Trent Thad, selling shares could have caused unease among investors.
• With conflicting analyst ratings and indications that the stock may be overvalued based on its GF Value, the bearish trend in the market today may be attributed to these factors.
• The stock's proximity to its highest price point in 52 weeks, alongside substantial insider selling by the CFO, might have prompted doubts about the stock's current valuation sustainability.
• Despite some positive analyst upgrades and ongoing strategic developments in the semiconductor industry, concerns over insider selling and overvaluation could have eclipsed these positive developments, thereby contributing to the stock's downturn today.

28.03.2026 - ON Stock was down 6.0%

• The increased stake by Pictet Asset Management Holding SA and other institutional investors was not enough to offset the negative sentiment caused by insider selling activities, particularly the significant sale of shares by ON Semiconductor's CFO, Thad Trent.
• Despite recent positive analyst upgrades and strategic moves within the semiconductor sector, the overvaluation concerns highlighted by the GF Value analysis and InvestingPro analysis likely contributed to the bearish market movement.
• The announcement of a strategic collaboration between NIO Inc. and ON Semiconductor to develop next-generation EV platforms could have positively impacted the stock in the long term but was not sufficient to offset the immediate selling pressure from insider transactions.
• The bearish movement today reflects a delicate balance between positive industry developments and internal selling activities, highlighting the importance of monitoring both external partnerships and insider actions in assessing market movements.

08.03.2026 - ON Stock was up 8.4%

• ON Semiconductor experienced a strong bullish movement driven by:
• Surpassing EPS estimates amidst revenue decline, demonstrating resilience in tough market conditions.
• Favorable investor sentiment evident in "Hold" ratings and price target increases from Wall Street, suggesting stability and potential growth.
• Cost reduction and product enhancements by management contributing to profitability and positive cash flow, boosting investor confidence.
• A director's insider stock retainer transaction, while not directly influencing market trends, underscores ongoing dedication and alignment with company performance.

23.03.2026 - ON Stock was up 8.9%

• ON Semiconductor Corp. achieved a new 52-week high, showcasing strong industry performance, albeit lagging behind the S&P 500's growth.
• Merit Financial Group LLC decreased its stock position in ON Semiconductor, potentially influencing the bullish trend and displaying institutional confidence.
• Observations made by Jim Cramer characterizing ON Semiconductor as enigmatic likely piqued investor interest, further propelling the stock's upward trajectory.
• Speculation in the market regarding cross-sector performance of the company or anticipations of increased auto sales due to potential reduced interest rates, as referenced by Jim Cramer, may have contributed to the positive momentum.

23.03.2026 - ON Stock was up 12.0%

• ON Semiconductor has displayed significant market outperformance over the last 15 years, with an average annual return of 15.54%, highlighting its long-term growth potential and investor confidence.
• Positive industry sentiment in the analog semiconductor sector, partly triggered by remarkable data center revenue growth at a major competitor, is believed to have influenced the rise in ON Semiconductor's stock.
• Despite a reduction in ON Semiconductor stock held by Merit Financial Group LLC and analysts' "Hold" rating, the company's strong financial health, low debt-to-equity ratio, and impressive return on equity have strengthened investor sentiment.
• Observers have noted ON Semiconductor's remarkable yet somewhat mysterious performance, with suggestions that increased CPU demand and lower interest rates supporting auto sales could be contributing factors to the stock's recent uptrend.

29.03.2026 - ON Stock was up 5.2%

• The bullish movement in ON Semiconductor Corp.'s stock can be attributed to the increased stake by Pictet Asset Management Holding SA and other institutional investors, indicating confidence in the company's future prospects.
• Despite recent insider selling by the company's CFO, Thad Trent, the market seems to have reacted positively to the strategic moves within the semiconductor sector and positive analyst upgrades, leading to the stock's upward momentum.
• The stock's overvaluation based on its GF Value did not deter investors, possibly due to the overall positive sentiment surrounding the semiconductor industry and the company's growth potential in areas like quantum computing and advanced packaging.
• The mixed analyst ratings and recent share price volatility of SkyWater Technology (SKYT) may have indirectly influenced investors to turn to ON Semiconductor Corp. as a more stable investment option within the semiconductor sector, contributing to the bullish movement in the stock.

29.03.2026 - ON Stock was up 5.9%

• ON Semiconductor Corp. (ON) stock closed 4.83% lower at $93.30 in a bearish market session, displaying underperformance.
• The decline in the stock price might be linked to significant insider selling, specifically by EVP & CFO Trent Thad, indicating potential doubts about the company's future performance.
• Other factors that could have contributed to the negative market sentiment include mixed analyst ratings and the stock being deemed significantly overvalued with a GF Value of $58.38.
• Despite the challenging market conditions and sales by insiders, investors are advised to stay vigilant regarding any new developments and carefully evaluate the risks and potential rewards associated with ON Semiconductor Corp.

05.04.2026 - ON Stock was up 1.7%

• Strong performance in Q1 2026, exceeding revenue and EPS projections, was driven by substantial growth in AI data center revenue for ON Semiconductor.
• Optimistic projections, including the anticipation of doubling AI data center revenue annually and continuous gross margin expansion, bolstered investor confidence and drove the stock price upwards.
• Positive market sentiment, demonstrated by the uptick in stock futures and unwavering investor optimism amid geopolitical uncertainties, likely contributed to the company's strong performance.
• Emphasis on growth drivers like automotive, industrial, and AI applications, together with notable share buybacks and promising growth opportunities, positioned ON Semiconductor well in the market, leading to significant bullish movement.