ON Semiconductor Corporation (ON)

Nov 13, 2026

Soros Fund Management, led by billionaire George Soros, significantly increased its stake in Intel (INTC.O) during the third quarter, accumulating 2.83 million shares valued at $340.3 million. This substantial boost in exposure to the major PC chip supplier marks a notable shift in the fund's portfolio, despite Intel's recent stock fluctuations due to manufacturing bottlenecks and heavy spending. The fund simultaneously reduced its holdings in Apple (AAPL.O) and ON Semiconductor (ON.O).

Nov 13, 2026

Shares of ON Semiconductor Corp. (ON) declined by 3.62% on Friday, closing at $71.06, even as the broader market showed mixed results with the Dow Jones Industrial Average rising. This drop ended a five-day winning streak for the company's stock.

Nov 11, 2026

Valens Semiconductor exceeded Q3 2026 revenue guidance with $21.9 million and achieved a GAAP gross margin of 62.2%, alongside an adjusted EBITDA loss of $2.7 million. The company announced a strategic shift to expand from premium-only markets into mainstream higher-volume markets, particularly in video conferencing and automotive sectors, underpinned by new product categories, system-level solutions, and a key collaboration with onsemi for integrated automotive image sensors. Valens Semiconductor reaffirmed its full-year 2026 revenue guidance between $78 million to $81 million, expecting to be at the higher end, driven by these growth initiatives.

Nov 10, 2026

Shares of Monolithic Power Systems (MPWR) rose significantly on Monday, November 9, 2026, outperforming the broader S&P 500 and its peers, despite no specific company announcement. The increase is attributed to a rebound in global technology stocks and the company's strong ties to the growing enterprise data and AI accelerator markets, which drove a 63.1% revenue increase in Q3 2026. Investors are now anticipating Monolithic Power's fourth-quarter 2026 results in February 2027, with revenue growth being a key metric to watch.

Nov 10, 2026

This article examines the hypothetical return of a $1000 investment in Monolithic Power (MPWR) made ten years ago. As of November 10, 2026, such an investment would be worth $17,402.83, representing a 1,640.28% gain, significantly outperforming the S&P 500 and gold. The article also provides an in-depth look at Monolithic Power's business, its product families, and market segmentation, alongside an analyst outlook suggesting further upside despite some risks.

Nov 9, 2026

Shares of several semiconductor and hardware companies, including Lam Research, Marvell Technology, onsemi, Seagate, and Western Digital, surged after a synchronized rebound from a post-election slump. Investors reassessed concerns over future artificial intelligence data center construction, with JPMorgan suggesting a more sustainable spending upcycle for technology. This recovery comes after a previous drop fueled by worries over Democratic calls to slow AI data center development.

Nov 9, 2026

Shares of ON Semiconductor Corp. (ON) rose 9.16% to $69.11 on Monday, outperforming the broader market. This gain occurred on a favorable trading day where the S&P 500 Index and Dow Jones Industrial Average also saw significant increases. This marks the second consecutive day of gains for the stock.

Nov 9, 2026

Shares of several semiconductor and hardware companies, including Lam Research, Marvell Technology, onsemi, Seagate, and Western Digital, surged after a synchronized rebound. This recovery followed a post-election slump driven by concerns over future AI data center construction, which investors reassessed after Democrats won control of Congress. JPMorgan also indicated that AI is not a sustained sell, making the technology spending upcycle appear more sustainable.

Nov 6, 2026

ON Semiconductor Corporation has canceled a planned $2 billion expansion of its chip facility in the Czech Republic, a decision made in agreement with local authorities due to shifting industry conditions. The project, initially unveiled in June 2024, aimed to establish an integrated silicon carbide manufacturing hub. Despite the cancellation, existing operations at the Rožnov facility will continue, and Onsemi plans to maintain its hiring and investments in the region, citing that the decision does not reflect negatively on regional operating conditions.

Nov 5, 2026

Shares of several semiconductor companies, including Lam Research, Monolithic Power Systems, Marvell Technology, Micron, and onsemi, fell significantly due to concerns over new Democratic senators calling for a slowdown in AI data center development. Additionally, Micron paused construction on a new memory-chip plant in Taiwan due to a labor dispute. The market reaction indicates investor anxiety regarding future demand for high-performance semiconductor components and infrastructure expansion.

Nov 5, 2026

Shares of several semiconductor companies, including Lam Research, Monolithic Power Systems, Marvell Technology, Micron, and onsemi, experienced significant drops after Democratic senators called for a slowdown in AI data center development. This political rhetoric, coupled with Micron pausing work on a Taiwan plant due to a labor dispute, fueled a widespread sell-off in the chipmaking industry. The potential threat to demand for high-performance semiconductor components caused investors to react negatively, particularly impacting companies heavily reliant on computing infrastructure buildout.

Nov 5, 2026

Barrett Business Services, Inc. (NASDAQ:BBSI) announced a quarterly dividend of $0.08 per share, payable on December 4th to shareholders of record as of November 20th. This translates to an annualized dividend of $0.32 and a 1.0% yield, which is well-covered by earnings given a payout ratio of 13% and an expected future payout ratio of 15.9%. The company recently reported quarterly earnings of $0.69 per share, matching consensus estimates, though revenue of $334.06 million was slightly below expectations.

Nov 5, 2026

This article examines three key AI hardware supply chain stocks: Micron Technology (MU), ON Semiconductor (ON), and Penguin Solutions (PENG). It highlights their roles in providing memory chips, power management solutions, and integrated computing platforms for AI, emphasizing their positions to benefit from the growing AI hardware spending spree. Each company's specific contributions to the AI sector and potential future growth drivers are discussed.

Nov 5, 2026

Zacks Research has initiated coverage on Aeluma (NASDAQ:ALMU) with a "hold" rating, contributing to a "Moderate Buy" consensus rating and an average price target of $22.75 among analysts. The company's stock opened at $7.26, near its 52-week low, and reported quarterly EPS of -$0.15 on $0.58 million in revenue. Insider activity included the sale of 212,500 shares worth $2.56 million by company insiders, with CEO Jonathan Klamkin selling 100,000 shares under a pre-arranged trading plan.

Nov 5, 2026

Zacks Research has downgraded Northpointe Bancshares (NYSE:NPB) from a "hold" to a "strong sell" rating. This comes after the company reported quarterly EPS of $0.39, missing analysts' consensus estimate of $0.60. Despite the downgrade, other analysts have mixed ratings, and the company has seen significant insider buying in the past 90 days, with insiders acquiring 196,552 shares worth approximately $3.15 million.

Nov 5, 2026

Optimist Retirement Group LLC has acquired a new position in Infosys Ltd. (NYSE:INFY) during the third quarter, purchasing 240,213 shares valued at approximately $2.585 million, making it their 26th largest holding. Infosys reported quarterly revenue of $5.19 billion, exceeding estimates, but earnings per share of $0.20 slightly missed the consensus of $0.21. Analysts generally hold a cautious sentiment with an average "Reduce" rating and a price target of $11.79.

Nov 5, 2026

NeoVolta (NEOV) is scheduled to release its Q1 fiscal 2027 earnings after market close on Thursday, November 12, 2026. Analysts anticipate a loss of $0.15 per share and revenue of $1.03 million, following the company's previous quarter which fell short of expectations. Despite the previous miss, analyst sentiment is moderately positive with a "Moderate Buy" rating and a $9.50 target price, and a director recently purchased 25,000 shares.

Nov 5, 2026

Soluna (NASDAQ:SLNH) is expected to announce its Q3 2026 results after market close on Thursday, November 12th, with analysts forecasting a loss of $0.06 per share and revenue of $18 million. The company missed estimates in its previous quarter, reporting a loss of $0.18 per share and revenue of $15.06 million. Analyst opinions are mixed, resulting in a consensus "Hold" rating with a $3.00 target price, as shares currently trade near their 12-month low.

Nov 5, 2026

AIA Group Ltd has acquired 28,121 shares of JOYY Inc. Sponsored ADR, valued at approximately $2.26 million, representing about 0.06% of the company. JOYY recently increased its quarterly dividend to $1.55 per share, offering an annualized yield of 7.6%. Analysts maintain a "Moderate Buy" rating for JOYY with an average price target of $83.40.

Nov 5, 2026

Associated Banc Corp has initiated a new position in Nicolet Bankshares Inc., acquiring 10,312 shares valued at approximately $1.68 million in the third quarter. Nicolet Bankshares recently reported strong quarterly earnings, beating analyst estimates for both EPS and revenue. The company also declared a quarterly dividend of $0.36 per share, and analysts currently maintain a "Moderate Buy" rating with an average price target of $184.80.

Nov 5, 2026

Sturm, Ruger & Company, Inc. (NYSE:RGR) announced its quarterly earnings, reporting an EPS of $0.44, surpassing the consensus estimate of $0.37 by $0.07. The company's revenue for the quarter reached $147.63 million, exceeding analyst estimates of $131.03 million, marking a 16.5% increase year over year. Management cited near-record output, healthy distributor inventories, and a strong backlog as factors contributing to the positive results, with plans to streamline its product lineup to focus on more profitable offerings and innovation.

Nov 5, 2026

Park-Ohio (NASDAQ:PKOH) reported strong quarterly earnings, surpassing analyst estimates by $0.14 per share with an EPS of $1.04 and revenue of $458.5 million. The company also announced a quarterly dividend of $0.125 per share, representing a 1.1% yield. Despite a slight dip in share price on Wednesday, analyst sentiment remains positive with a "Buy" rating and an average price target of $59.

Nov 4, 2026

SelectQuote (NYSE:SLQT) recently released its quarterly earnings, reporting an adjusted loss of $0.21 per share, which beat analyst expectations of a $0.33 loss. The company's revenue of $280.01 million also modestly surpassed forecasts. SelectQuote emphasized its focus on profitability and cost reduction, having removed over $30 million in annualized costs, and reiterated its goal of at least $60 million in fiscal 2027 operating cash flow.

Nov 4, 2026

Spok (NASDAQ:SPOK) Director Brett Shockley sold 16,245 shares of company stock on November 2nd, 2026, for a total of $195,752.25, reducing his position by 37.72%. The company recently reported quarterly earnings of $0.46 per share, beating estimates, and declared a quarterly dividend of $0.3125 per share. Analysts currently hold an average "Hold" rating for Spok with a consensus price target of $14.00.

Nov 4, 2026

Proto Labs Director Rainer Gawlick recently purchased 720 shares of the company's stock for approximately $49,090, increasing his total stake to 46,813 shares. This insider transaction follows Proto Labs' strong quarterly earnings, where the company surpassed analyst expectations for both EPS and revenue. Despite these positive results, the stock experienced a slight dip, trading down 3.6% on Wednesday.

Nov 4, 2026

Wells Fargo & Company has initiated coverage on ON (NYSE:ONON) with an "overweight" rating and a $48.00 price target, suggesting a 31.24% upside. This adds to a broadly positive analyst sentiment, with MarketBeat reporting a "Moderate Buy" consensus and an average price target of $43.73. Despite missing recent earnings and revenue estimates, the company saw a 13.5% year-over-year revenue increase and significant insider share purchases.

Nov 4, 2026

Analysts have provided insights on several technology companies, including Palantir Technologies (PLTR), Tower (TSEM), and ON Semiconductor (ON). Palantir received a reiterated Buy rating from Mizuho Securities with a $245 price target, while Tower also received a Buy rating from Stifel Nicolaus with a $235 price target. ON Semiconductor, however, was maintained at a Hold rating by Stifel Nicolaus with an $80 price target.

Nov 4, 2026

Monolithic Power Systems (MPWR) stock rose 6.8% on November 3, 2026, outperforming the S&P 500 and most semiconductor peers, following the filing of its 10-Q quarterly report. The company had previously reported strong third-quarter results, including record revenue of $1.2 billion and increased manufacturing capacity. Despite a significant rise, Monolithic Power stock has shown volatility, and currently trades at a high sales multiple compared to the S&P 500.

Nov 4, 2026

Shares of FormFactor, Microchip Technology, onsemi, AMD, and Monolithic Power Systems surged after investors returned to major chipmakers, following a significant sell-off driven by concerns over AI spending and neocloud debt. The rebound brought relief across the semiconductor sector, with bargain hunters and institutional buyers acquiring shares at more attractive valuations. Despite ongoing questions about the returns on enterprise AI spending, recent major AI deals and financing agreements have bolstered investor confidence in sustained technological demand.

Nov 4, 2026

Avnet, the largest publicly traded tech company in Arizona, reported a record $10.7 billion in revenue for its fiscal Q1, surpassing Wall Street expectations. CEO Phil Gallagher attributed this growth to broad-based and sustainable demand, particularly from data center buildouts for AI infrastructure and the industrial market.

Nov 3, 2026

Shares of FormFactor, Microchip Technology, onsemi, AMD, and Monolithic Power Systems rose significantly after investors bought into major chipmakers following recent declines. The rebound in the semiconductor sector, including key players like Nvidia and Intel, occurred despite ongoing concerns about artificial intelligence spending and neocloud debt. Investors appear to be seizing opportunities to acquire high-quality stocks at more attractive valuations after a period of downward pressure.

Nov 3, 2026

ON Semiconductor (NASDAQ: ON) stock is rising after reporting better-than-expected third-quarter results and announcing the acquisition of Ferric for $600 million, a move expected to strengthen its position in AI processor power delivery. The company also increased its 2030 AI data center revenue goal to over $3 billion and provided an optimistic fourth-quarter outlook, signaling continued growth despite soft automotive demand.

Nov 3, 2026

Onsemi's Q3 earnings were in line with whispers, but the company showed strong underlying business growth driven by AI data center and industrial demand, leading to expanded gross and operating margins. While automotive revenue saw a pullback, management attributed this to strategic supply allocation and expects a recovery. The company also made strategic acquisitions and shifted capital allocation priorities towards deleveraging and an accelerated AI power-delivery strategy.

Nov 2, 2026

ON Semiconductor Corp. (Onsemi) has announced an agreement to acquire New York-based Ferric Inc. in a deal potentially exceeding $600 million. The Scottsdale-based company projects to more than double its AI data center revenue this year. The acquisition aims to further strengthen Onsemi's position in the chip market.

Nov 2, 2026

ON Semiconductor's shares dropped 6.6% after reporting third-quarter results and guidance. Despite adjusted EPS and revenue exceeding analyst estimates, the market reacted negatively to the announcement of its acquisition of integrated voltage regulator maker Ferric for $600 million. This acquisition is expected to boost ON's 2030 AI data center revenue target but will have no significant near-term financial impact.

Nov 2, 2026

Shares of ON Semiconductor Corp. (ON) fell 2.18% to $70.11 on Monday, marking its fourth consecutive day of losses. This underperformance occurred during a mixed trading session where the Dow Jones Industrial Average rose, but the S&P 500 Index declined.

Oct 31, 2026

Onsemi has amended its merger agreement to acquire Synaptics, reducing the deal's value from $7 billion to $5.7 billion, or $123 per share in cash, after a rival unsolicited bid from Cirrus Logic. The switch from a stock-based offer to an all-cash offer provides Synaptics shareholders with more certainty and is expected to be immediately accretive to Onsemi's non-GAAP earnings per share. The deal still requires Synaptics shareholder approval and regulatory clearance, with an expected closing by mid-2027.