AnalysisNews

ON today

$73.73+$0.11 (+0.15%)close Nov 12, 2026

Trend

DailyDowntrend (starting)

4 hourSymmetric Triangle

1 hourStrong Bullish

15 minStrong Bullish

5 minDescending Triangle

Daily trend turns up above $79.29

Key levels

Resistance$79.29

Resistance$74.77

Support$69.64

Support$61.90

Latest news & SEC filings

ProductVadzo Imaging releases Armor-2020CRS-GMSL2 camera built with onsemi AR2020 sensor

ProductVadzo Imaging launches Innowave-821CRS network camera with onsemi AR0821 sensor

Productonsemi introduces EliteSiC M4, its fourth silicon carbide platform generation

All ON news →

About onsemi

onsemi supplies intelligent power and sensing semiconductors used in automotive, industrial, and AI data center applications. Its three segments are Power Solutions Group, Analog and Mixed-Signal Group, and Intelligent Sensing Group, covering discrete and power devices, analog and mixed-signal products, and CMOS image sensors. The company sells to distributors and direct customers, mainly large OEMs, with manufacturing and design operations across North America, Europe, and Asia.

Based on the company's 10-K filed Feb 9, 2026.

Nasdaq · Technology

ON SEMICONDUCTOR CORP (ON)

$73.73+0.11 (+0.15%)
WATCHLISTGrade: C+Risk: LOW
1D5D1M1Y5YMaxSign up for all timeframes
67.6772.3376.9981.6573.73Oct 12Oct 20Oct 28Nov 5
High74.59
Low71.01
Open71.43
Volume5.88M
Avg Vol10.48M
VWAP73.41
30d High86.31
30d Low63.01
30d Chg-13.15%

What Is the Price Target for ON?

SEPT Low Target

$76.00

SEPT Mid Target

$95.00

SEPT High Target

$120.00

Analyst Consensus

$95.00

Current: $73.62Upside: +29.0%Confidence: 85%Method: Analyst Consensus

Is ON a Buy or Sell Right Now?

53
Investability Score
WATCHLIST12-18 months
News summary · last 30 days
Nov 2▼ DownEarningsMerger6 articles
ON Semiconductor reported third-quarter adjusted EPS of $0.90 and sales of $1.722 billion, both above analyst estimates, but also announced a $600 million cash acquisition of Ferric. Despite the earnings beat and raised 2030 AI data center revenue target above $3 billion, shares fell 2.84% to close at $70.17, with the stock trading between $69.88 and $74.77 on volume of 8.95 million. The company guided fourth-quarter adjusted EPS to $0.95-$1.07 and sales to $1.715-$1.815 billion, with the sales midpoint slightly below the $1.739 billion consensus. The mixed reaction suggests investors may be weighing the acquisition and soft revenue guidance against the earnings beat and AI growth prospects.
Critical news
Nov 2HIGHEarnings: growth/beat

Thesis

  • •Revenue growing -15.3% YoY with DECLINING trend — consistent growth.

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Is ON Overvalued or Undervalued?

Valuation Verdict

FAIR

Methods Used

P/E Forward, P/B, Analyst Consensus

Fair Value

$87.33

28

Moat Score

NONE

4/9

Piotroski Score

5.4

Altman Z-Score

What Is Smart Money Doing with ON?

Insider Signal

SELLING

0 buys / 5 sells (90d)

Congress Signal

BUYING

4 buys / 3 sells (90d)

Institutional

N/A

Short Squeeze Risk

LOW

Signal: NEUTRAL

Recent Insider Activity

NameTitleTypeSharesValueDate
GOPALSWAMY SUDHIRofficerSale470$60KMay 26, 2026
Deitrich ThomasdirectorBuy1,986-May 14, 2026
WATERS GREGORY LdirectorBuy1,986-May 14, 2026
CARTER SUSAN KdirectorBuy1,986-May 14, 2026
Yan Christine YdirectorBuy1,986-May 14, 2026
KIDDOO BRUCE EdirectorBuy1,986-May 14, 2026
MASCARENAS PAUL ANTHONYdirectorBuy1,986-May 14, 2026

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ON Growth Story

Revenue YoY

-15.3%

3yr Revenue CAGR

-10.4%

EPS Growth YoY

-92.01%

FCF Growth YoY

17.0%

Revenue Trend

DECLINING

Dark Pool Trades for ON

PREVIEW

SEPT Investing tracks real-time dark pool institutional trades for ON, including block trade sizes, dollar values, and buy/sell side classification. Dark pool trades reveal where institutional investors are positioning before moves become visible on public exchanges.

TimePriceSizeValueSide
21:23:33$73.732,925$$216KBUY
21:00:25$73.739,221$$680KBUY
21:00:24$73.7310,000$$737KBUY
21:00:19$73.7320,758$$1.5MBUY
21:00:06$73.736,164$$454KSELL

5 dark pool trades shown · $$3.6M preview volume

Real-time institutional flow, block trades, and net positioning

See all dark pool activity

Options Flow for ON

PREVIEW

SEPT Investing provides real-time options flow tracking for ON, including unusual sweep detection, block trades, and dealer positioning. Each trade shows strike, expiry, premium, implied volatility, and greek values for informed decision-making.

TypeStrikeExpiryDTEPremiumSizeTrade
CALL$80Nov 131$$21SWEEP
PUT$71Nov 131$$311SWEEP
PUT$71Nov 131$$2317SWEEP
CALL$80Nov 131$$357SWEEP
CALL$80Nov 131$$21SWEEP

5 options trades shown · 60% calls

Unusual activity, GEX levels, max pain, and dealer positioning

See full options flow

Full AI Research Report

SEPT's Trading AI has generated a free, downloadable PDF research report for ON SEMICONDUCTOR CORP (ON) covering valuation analysis, financial health assessment, growth projections, smart money tracking, earnings and key price levels. For research only, not investment advice.

Report includes: PDF download, detailed valuation models (DCF, P/E, EV/EBITDA), institutional flow analysis, congress and insider trade tracking, FinBERT news sentiment (1 articles analyzed), and SEC filing intelligence...

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ON — frequently asked questions

What is ON stock price today?

ON SEMICONDUCTOR CORP (ON) is at $73.73, up 0.15% (+$0.11) at the Nov 12, 2026 close.

Why is ON stock moving today?

Latest ON news — Nov 11, 2026: Vadzo Imaging releases Armor-2020CRS-GMSL2 camera built with onsemi AR2020 sensor · Nov 11, 2026: Vadzo Imaging launches Innowave-821CRS network camera with onsemi AR0821 sensor

Why did ON stock move on Nov 2, 2026?

ON Semiconductor reported third-quarter adjusted EPS of $0.90 and sales of $1.722 billion, both above analyst estimates, but also announced a $600 million cash acquisition of Ferric. Despite the earnings beat and raised 2030 AI data center revenue target above $3 billion, shares fell 2.84% to close at $70.17, with the stock trading between $69.88 and $74.77 on volume of 8.95 million.

What is the ON price target?

The average analyst price target for ON is $95.00, ranging from $76 to $120, based on 15 analysts. Latest: Citigroup maintains on Nov 4, 2026.

What do analysts rate ON?

Analyst ratings for ON: 2 Buy, 53 Hold, 1 Sell — consensus Hold.

Did ON beat earnings?

ON last reported on Nov 2, 2026: EPS $0.90 vs $0.88 expected — a beat of 2.5%.

What is ON's P/E ratio?

ON trades at a P/E of 41.7 vs a Technology average of 27.9.

Does ON pay a dividend?

ON does not currently pay a dividend.

How much debt does ON have?

ON SEMICONDUCTOR CORP reported $4.5B of debt and $4.2B of cash (Oct 2, 2026).

What are ON support and resistance levels?

Support: $69.64, $61.90, $55.02. Resistance: $74.77, $79.29, $86.92.

What are insiders doing with ON?

Insider activity: SELLING, 0 buys and 5 sells in the last 90 days.

What is the latest news on ON?

Nov 11, 2026: Vadzo Imaging releases Armor-2020CRS-GMSL2 camera built with onsemi AR2020 sensor · Nov 11, 2026: Vadzo Imaging launches Innowave-821CRS network camera with onsemi AR0821 sensor · Nov 10, 2026: onsemi introduces EliteSiC M4, its fourth silicon carbide platform generation