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A number of stocks fell in the morning session after the 10-year Treasury yield climbed to 5.14% following strong September business activity data that raised expectations for tighter Federal Reserve interest rate policy.
In the closing of the recent trading day, ON Semiconductor Corp. (ON) stood at $73.2, denoting a -1.22% move from the preceding trading day.
ON Semiconductor (ON) and Micron Technology (MU) are owned for the same reason. AI data centers need more silicon than the industry can make, and both sell into that shortage. The resemblance stops there. Micron has signed part of its peak pricing into multiyear contracts. ON Semiconductor is climbing out of a trough, still rationing parts between its AI customers and its car customers. Same shortage, opposite ends of a cycle.
Marvell, Onsemi and Semtech Get Major AI Boost as Seaport Unveils New Targets
Onsemi (NASDAQ:ON) is well positioned to benefit from rising data center power demand, Jefferies said, arguing that investor concerns about margins following the semiconductor maker’s recent analyst day were overstated. The broker said Onsemi (NASDAQ:ON)’s 53% gross margin target should be...
The chip producer is making transformative shifts in its business for strategic reasons that aren't being rewarded by the market just yet.
Nvidia CEO Jensen Huang was wrong when he predicted Marvell would be the next trillion-dollar chip company.
ON Semiconductor Corp. (ON) concluded the recent trading session at $73.6, signifying a +2.62% move from its prior day's close.
Vicor (VICR) stock has more than quadrupled over the past year, yet at about $224 it sits roughly 41% below its 52-week high. The opportunity is plain: demand for its power modules, from AI data centers to defense, is filling its first chip fab. The catch is that the growth you would pay for depends on new fabs whose sites Vicor only bought in September.
Higher rates, a 5% 10-year Treasury, and a Fed intent on keeping borrowing costs elevated have taken the easy-money tide out of the market, yet capital still pours into AI infrastructure and data center buildouts. That split creates an opening for investors who can distinguish between hype and resilient cash engines. This article examines three stocks affected by the latest Fed move and AI spending wave and explains why each may warrant closer review now. The three stocks below are just a...
MCHP gains 17% YTD as demand, inventory normalization and data-center growth improve, but supply, debt and valuation risks remain.
ON stock stumbled after the firm's long-awaited Financial Analyst Day, then found its footing. Here’s a closer look at the targets, opportunities, and strategy unveiled.
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.
Vicor (VICR) stock gained 21.2% in the week to Monday, Sep 21, while the S&P 500 rose 1.9%. The spark was a new license for its AI power technology. The company said what that license adds to its sales only after Monday's close, when it raised its revenue outlook. So the shares paid for the deal before Vicor put a number on it.
Valens is extending its MIPI A-PHY technology toward mainstream automotive cameras through an onsemi collaboration aimed at lowering component count and simplifying vehicle camera designs.
Valens Semiconductor (NYSE:VLN) has entered into a collaboration agreement with onsemi (NASDAQ:ON) to develop a cost-optimised image sensor incorporating MIPI A-PHY connectivity for high-volume automotive camera applications. The agreement, announced on 22 September 2026, focuses on integrating Valens’ connectivity technology directly into onsemi’s image sensors, targeting the 3-megapixel (3MP) segment.
ON Semiconductor shed nearly half its value in three months while its peers barely flinched, yet one Wall Street analyst just doubled down with the most aggressive price target on the Street. The disconnect between the selloff and the operating data raises a question worth asking.
Subaru has embarked on a strategic collaboration with onsemi to evaluate its Embedded Power Platform (EPP), marking a significant step towards integrating next-generation power architectures in future electric vehicles. This partnership aims to explore how a more integrated power system design can enhance vehicle performance, efficiency, and design flexibility, crucial elements as automakers expand their electrified vehicle offerings. By gaining early access to engineering samples and...
A number of stocks jumped in the afternoon session after Treasury yields retreated below 5% and oil prices declined, sparking a recovery across growth-oriented equities following the Federal Reserve's interest rate increase.
ON Semiconductor (ON) stock trades near $67, about 50% below its 52-week high. It lost 43.7% over the trailing three months, ending with a 9.0% fall on September 16. Yet it is still up 38.4% over the trailing twelve months, against 15.5% for the S&P 500. The company's latest results show a business still shrinking but recovering, not one in trouble.
ON Semiconductor scheduled an investor day to make its case to Wall Street and watched its stock sink 9% through the presentation. Now the CEO is explaining a $30 billion gap in his own slide deck, and buyers are deciding whether to trust the answer.
Key Stats for ON Semiconductor StockCurrent Price: $66. 60Target Price (Mid): ~$145Street Target: ~$106Potential Total Return: ~118%Annualized IRR: ~20% / yearWhat Happened?ON Semiconductor (ON) spent September 16 telling investors it could nearly double its revenue to $11 billion by 2030, lift gross margins to 53%, and build a $2.
onsemi (NASDAQ:ON) outlined a strategy centered on power-density technologies for artificial intelligence data centers, electric vehicles, industrial systems and “Physical AI,” while setting long-term revenue, margin and free-cash-flow targets through 2030. At the company’s analyst event, President
In September 2026, onsemi unveiled its Embedded Power Platform (EPP), a wafer-level power solution that integrates silicon, silicon carbide and gallium nitride dies to deliver higher power density and system-level co-optimization for AI infrastructure and electrified vehicles, while also announcing that EPP sampling is planned to begin in 2026. onsemi also announced a technology engagement giving Subaru early access to EPP, highlighting how closer co-design around compact, efficient power...
In the closing of the recent trading day, ON Semiconductor Corp. (ON) stood at $66.6, denoting a -9.02% move from the preceding trading day.
Shares of On Semiconductor which makes power management technology used in cars and artificial intelligence data centers, fell 9% Wednesday as its Investor Day disappointed investors, despite a big announcement. The Scottsdale, Ariz.-based company said its new Embedded Power Platform, which is designed for use in AI data centers and electric cars for power switching, driving, and controlling, delivers three to five times more power density than current solutions. Auto maker Subaru is one of Onsemi’s first partners testing the new technology, which “is expected to begin sampling in 2026 with strategic customers and ecosystem participants across automotive and AI applications.”
Texas Instruments' data center sales double in Q2'26 as AI spending, rising chip content and capacity support growth.
In the latest trading session, ON Semiconductor Corp. (ON) closed at $71.65, marking a -5.9% move from the previous day.
ON Semiconductor has underperformed the Semiconductor industry over the past year, but analysts are cautiously optimistic about the stock’s prospects.
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