ON Semiconductor Corporation (ON)

Sep 25, 2026

Shares of Penguin Solutions (NASDAQ: PENG) and onsemi (NASDAQ: ON) both saw significant jumps due to increasing compute demand for agentic artificial intelligence following Meta Platforms' Muse agent rollout and reassuring diplomatic engagement between the U.S. and China regarding AI. The article highlights how AI's expanding infrastructure demands and a stabilized geopolitical backdrop are positively impacting the technology sector, despite recent volatility in semiconductor stocks due to rising Treasury yields.

Sep 25, 2026

ON Semiconductor Corp. (ON) saw its stock rise by 5.54% to $77.20 on Friday, outperforming the broader market which also experienced a strong trading session. The S&P 500 Index increased by 0.51% and the Dow Jones Industrial Average rose by 0.93%. Despite this gain, the company's stock remains 42.78% below its 52-week high.

Sep 25, 2026

ON Semiconductor (NASDAQ: ON) has shown significant market outperformance over the past decade, yielding an average annual return of 20.24%. A $100 investment made 10 years ago would now be worth $640.44, highlighting the substantial impact of compounded returns on investment growth.

Sep 25, 2026

This article compares the dividend stability of Procter & Gamble (P&G) and Hershey (HSY), particularly during periods of surging costs. It concludes that P&G offers a more reliable dividend growth for retirees due to its diversification and long history of consistent raises, even amidst commodity shocks. Hershey, while offering a higher current yield, is more susceptible to volatility from single commodity prices like cocoa.

Sep 24, 2026

Shares of ON Semiconductor Corp. (ON) fell 1.28% on Thursday, closing at $73.15. This underperformance occurred during a generally negative trading session for the broader stock market, with both the S&P 500 Index and Dow Jones Industrial Average also declining. The stock's drop ended a five-day winning streak.

Sep 24, 2026

Shares of Himax, Power Integrations, MACOM, onsemi, and Microchip Technology experienced declines due to a rise in the 10-year Treasury yield to 5.14%. This increase was driven by strong September business activity data, leading to expectations of tighter Federal Reserve interest rate policy, which makes safer bonds more attractive than stocks, particularly for technology companies. Additionally, elevated crude oil prices and uncertainty over trade and tariffs on advanced semiconductors contributed to the selling pressure in the sector.

Sep 24, 2026

Argus has raised its target price for Synopsys, Inc. (SNPS) to $463.00, an increase from its current price of $420.63. Synopsys specializes in electronic design automation (EDA) software and intellectual property products, which are crucial for chip design. The report was published on September 23, 2026.

Sep 23, 2026

Seaport Research Partners initiated coverage on several semiconductor companies, assigning Buy ratings to Marvell (MRVL), Semtech (SMTC), and On Semiconductor (ON). SiTime received a Neutral rating. Seaport set a $270 price target for Marvell.

Sep 22, 2026

Microchip Technology (MCHP) shares have risen 17.3% year-to-date, underperforming the broader Zacks Computer and Technology sector. While the company benefits from strong demand in data centers, industrial, automotive, and aerospace/defense markets, it faces challenges such as supply chain constraints, elevated debt, and intense competition. The stock currently has a "Hold" rating from Zacks Investment Research due to its premium valuation and balanced risks.

Sep 22, 2026

Valens and onsemi have partnered to develop a cost-optimized 3MP automotive camera sensor based on the MIPI A-PHY standard, aiming to simplify automotive camera designs and reduce component count. This collaboration targets the mainstream market, with Valens reporting a 16.3% year-over-year increase in automotive revenue and anticipating production ramp-up by 2027. Following the announcement, Valens' stock surged by approximately 8%, reflecting investor confidence in its growth prospects and the promotion of the MIPI A-PHY ecosystem.

Sep 22, 2026

Valens Semiconductor and onsemi have announced a collaboration to develop a cost-optimized 3-megapixel automotive camera sensor with integrated MIPI A-PHY connectivity. This partnership aims to simplify automotive camera design by reducing component count and supporting industry standards, targeting high-volume applications and expanding Valens' A-PHY product offerings. The integrated solution is expected to provide automotive manufacturers and Tier 1 suppliers with more streamlined options for advanced vision systems.

Sep 22, 2026

Valens Semiconductor (VLN) shares rose 8% in premarket trading after announcing a collaboration with onsemi (ON). The partnership aims to develop a cost-optimized, integrated sensor based on the MIPI A-PHY standard for high-volume 3-megapixel automotive camera applications, simplifying designs and targeting a broad market. This move supports Valens' efforts to drive commercial adoption of MIPI A-PHY and positions its automotive business for significant revenue growth by 2027.

Sep 19, 2026

The market is re-evaluating STMicroelectronics (STM) as the chip rebound expands beyond AI accelerators to include embedded and power applications, highlighting the company's focus on automotive and industrial semiconductors. This shift means attention is now on STM's operational position and its ability to demonstrate progress amidst changing market conditions, rather than just broader macro trends. The company's unique position in automotive and industrial semiconductors gives it distinct opportunities and challenges that differentiate it from other technology stocks.

Sep 18, 2026

Fernando Austin Pena, President and Director of Blackstone Mortgage Trust, Inc. (NYSE:BXMT), sold 1,127 shares of Class A Common Stock on September 17, 2026, for $13.4241 per share. This transaction was executed under a Rule 10b5-1 trading plan established on March 26, 2026, to cover tax withholding obligations related to previously granted restricted stock awards. After the sale, Pena directly owns 71,772 shares of Class A Common Stock.

Sep 18, 2026

ARM Holdings PLC (NASDAQ: ARM) awarded Abbey William 17,288 derivative securities on September 14, 2026, increasing his total holdings to 65,270 derivative securities. This award represents 26.5% of his total derivative securities position and is classified under SEC transaction code A, signifying an award or grant. William serves as ARM's Chief Commercial Officer.

Sep 18, 2026

Sterling Infrastructure (NASDAQ:STRL) is gaining market attention due to its involvement in data-center construction, diversified infrastructure projects, and strong quarterly performance. The company's E-Infrastructure Solutions segment, which focuses on large-scale facilities like data centers, is particularly relevant given the increasing demand for physical infrastructure driven by digital services and AI. Sterling Infrastructure's robust financial profile and institutional ownership further contribute to its notable market presence.

Sep 17, 2026

ACACIA RESEARCH CORP Director Isaac T. Kohlberg sold 24,000 shares of the company's stock on September 15, 2026, at a price of $4.55 per share. This transaction reduced his holdings by approximately 30.6%, leaving him with 54,310 shares. The sale provides investors with insight into the director's actions regarding his stake in the company.

Sep 17, 2026

Azenta (NASDAQ: AZTA) recently granted 15,272 shares to Martin William E. III, its President of Multiomics, at no cost. This award, representing approximately 46.2% of his total holdings, increased his stake to 33,062 shares. The transaction was designated with code A, indicating an acquisition from the company.

Sep 16, 2026

ON Semiconductor Corp (ON) shares dropped 9.0% to $66.60, making the stock 7.8% overvalued according to GuruFocus's GF Value™ estimate of $61.79. Despite a strong GF Score™ of 86/100, indicating good business quality, the current P/E ratio is significantly above historical levels, and insiders have been selling shares, suggesting caution for potential investors.

Sep 16, 2026

BGSF (NYSE: BGSF) is seeking shareholder approval to re-appoint Whitley Penn LLP as its independent registered public accounting firm for the fiscal year ending December 27, 2026. The company's board of directors recommends shareholders vote in favor of the proposal. The article details Whitley Penn's fees for 2025 and 2024, as well as compensation disclosures for BGSF's named executive officers, highlighting changes in total compensation for Beth Garvey and John Barnett.

Sep 15, 2026

An investor who put $1000 into ON Semiconductor (NASDAQ: ON) stock 15 years ago would have seen their investment grow to $9,232.28 today, representing an average annual return of 16.14%. The company has outperformed the market by 2.85% on an annualized basis over this period. This demonstrates the significant impact of compounded returns on investment growth over time.