ON ON Semiconductor Corp.

$ON Pretty solid. Algos don't like the acquisition but will be a net positive in 2027. Onward and upward

🚨 $ON | onsemi Q3 2026 Earnings Q3 Results • Adjusted EPS: $0.90 vs. $0.88 expected, beat by $0.02. • Revenue: $1.72B vs. $1.71B expected, essentially in line. • Revenue grew 11.1% YoY. • GAAP gross margin: 41.4%. • Non-GAAP gross margin: 41.2%. • Free cash flow: $489M, up 31% YoY, representing 28% of revenue. Q4 2026 Guidance • Adjusted EPS: $0.95 to $1.07 vs. $0.96 consensus, broadly in line. • Revenue: $1.715B to $1.815B vs. $1.74B consensus, in line.

$ON Its already a beaten down stock, they had a very good results and market wasn't expecting an outstanding out of the water results (otherwise it wasn't this low). Now forward P/E is really cheap and the reaction after the market close is artificial. These analog semis are a refuge in an AI fear and greed, so I think It will go up. I will buy 100K now.

$ON power semis for cars and factories got an ai halo from data center demand. seems like the core customer is still a car buyer and a plant manager, and neither one signed up for boom pricing

ON Semiconductor reported better-than-expected Q3 2026 results, with adjusted EPS of $0.90 versus $0.87 estimates and revenue of $1.72B versus $1.70B expected. The company restructured its planned Synaptics acquisition into a $5.7B all-cash deal, replacing the original $7B stock transaction and avoiding shareholder dilution. It also agreed to acquire Ferric for up to $775M to expand integrated voltage-regulator technology for AI processors. However, the two transactions raised concerns about capital commitments and financial flexibility. Q4 adjusted EPS guidance of $0.95–$1.07 significantly exceeded the $0.88 consensus. CEO Hassane El-Khoury highlighted strong AI demand, with data-center revenue rising 39% sequentially and 175% year over year. Nevertheless, broader semiconductor weakness, concerns over AI infrastructure returns and a risk-off technology market overshadowed the positive results. $ON $SYNA

$ON reported earnings today after the close and beat EPS estimates: $0.90 adjusted EPS vs $0.878 expected, according to Stock Meadow.

$ON now definitively dropping to $50 - ONSEMI $ON TO BUY FERRIC FOR $600 MILLION CASH PLUS UP TO $175 MILLION CONTINGENT onsemi says the acquisition is expected to be accretive to its long-term revenue, gross margin and EPS targets.

$ON PRE-EARNINGS FLOW 👀 PRE-EARNINGS FLOW — Bearish • $765.2K puts vs. $307.1K calls in displayed flow. • Put/call ratio: 2.24. SHORT-DATED FLOW: • 11/20 $75 calls: $155.9K at ask. • Largest displayed put buying targets March 2027. NET PREMIUM — −$2.27M • Net calls: −$1.3M; net puts: +$962K. • Call selling and put buying suggest a defensive setup. EXPECTED MOVE — ±$6 (~8.5%) • Implied range: $64.91–$76.91 around $70.91. EXPECTED REVENUE & EPS VS. PREVIOUS QUARTER: • Revenue: $1.71B vs. $1.60B (+6.9%). • Adjusted EPS: $0.88 vs. $0.74 (+18.9%). NOTABLE FLOW: • 3/19/27 $65 puts: $507.5K opening sweep at ask. • 3/19/27 $60 puts: $257.6K ask-side sweep. • 1/15/27 $75 calls: $151.2K at ask. GEX: • 11/20 $80: +$851.4K — largest visible positive concentration. • 11/20 $70: +$837.2K — positive gamma near spot. • 11/6 $74: +$655.5K; $76: +$622.7K — overhead concentrations. • 11/20 $65: −$167.9K — potential volatility pocket near the implied downside range.

$ON AI apocolypse is unfolding in front of our eyes and this little gem is only down .5%. Love it.

$ON ON Semiconductor is getting very tight as it nears the apex of a massive triangle. On a significant discount right now, down >46% from the June highs. Needs to reclaim its 50 day moving average and breakout 📈 - Earnings are near, on Nov. 2nd after the market closes. Implied move is ±13.25%

$ON The fastest growth in Q2 was in the Other end market, 399.5 million dollars vs 329.3 million a year earlier. The 10-Q says that bucket includes computing and AI data center, ahead of automotive at 781.3 million vs 733.2 million. The contracted book is softer than it sounds though. Long term supply agreements were about 6.1 billion dollars, and the filing says timing, pricing or amounts may be modified or canceled.

$ON This is my hidden gem. I don't think people fully understand the future of ON. 45x PE is far below peer average, yet a little above semiconductor average of 42x. IMO, this is a very fair deal at these prices. The entire tech sector was getting obliterated in October, but this stood strong around support at $74 and reclaimed the 50sma quickly. There's a reason for that.

$ON Bank bar off the shelf, entry on retest of 1hr accumulation zone. This one is volatile, so best to lock up these profits right here and wait a few days for the next move

$ON just some pull back ... don't mind it lower. staying in cash for bigger purchases at lower levels.

$ON question is NAS going lower than 30k mark. Drops below not expecting support till 26k-28k. Bounce off of trend line or going lower yet is the question.

$ON Setting up nice pivot on daily. Breakout trigger at 86.50 . Positive divergence since July . Getting stronger with volume supporting.

$ON Onsemi price target raised to $80 from $75 at Stifel Stifel raised the firm's price target on Onsemi to $80 from $75 and keeps a Hold rating on the shares.

$ON Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $0.90 up 42.86% YoY • Reported revenue of $1.72B up 11.05% YoY • ON Semiconductor expects annualized capital expenditures of approximately 2-3% of revenue for the year ended December 31, 2026; revenue, margin and earnings guidance is not stated.

$ON reports earnings today after the close. I'm bullish heading into the report: ON has beaten EPS estimates in 6 of its last 8 reports, according to Stock Meadow.

$ON $RKLB Verizon raises outlook, shares AWS deal: Verizon (VZ) raised its 2026 subscriber and earnings forecasts after adding 406,000 postpaid phone customers in Q3, nearly double expectations. It also signed a $2B+ fiber infrastructure deal with Amazon (AMZN).