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ON Semiconductor Corporation (ON)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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55.76+2.44 (+4.58%)
At close: 04:00PM EST
55.14 -0.62 (-1.11%)
After hours: 04:43PM EST
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  • P
    Paul
    As said on Bloomberg, ON supplies power management chips to auto makers and many other industries. They can pivot to manufacture to many markets and will continue to grow. It should be valued over $80/ share on forecast earnings.
    Bullish
  • A
    Aku
    $BNTX conversation
    (Reuters) Jan 21.2022. - Single stock options totaling about $1.28 trillion were set to expire on today, Friday, potentially driving sharp market movements as Wall Street rounds out a turbulent week.
    Change of trend is expected in $bntx $on $pdd and some other beaten s
    Bullish
  • J
    Joel
    All semis dropped around 2PM. Can anyone say collusion? Semis shouldn't move in concert at the same time of the day, or should any sector. Unless there's collusion, which is illegal. Prearranged either by algorithm or human.
  • A
    Anonymous
    No change in fundamentals except perceived valuation…option expiration tomorrow…rotation out of semis which were the last ones standing in the tech wreck….
    Forget price targets….just deliver on eps and margin growth….and watch it go to the mid 80’s
  • P
    Paul
    I also wonder if a larger Semi company like Nvidia, Qualcomm, or TSMC, or even Microsoft may try to buy ON.
    Bullish
  • S
    Steven
    Unless the WORLD ends, this has nowhere but UP to go.
  • P
    Powerpc_marker2
    ON Semiconductor Corp. Chief Executive Officer Hassane El-Khoury told the online audience today that demand will continue to outpace supply for the rest of this year.
    Bullish
  • P
    Powerpc_marker2
    Analog Devices, On Semi provide 'reassuring' investor updates at CES from seeking alpha
    Analog Devices (NASDAQ:ADI) and On Semiconductor (NASDAQ:ON) provided "reassuring" investor updates at the Consumer Electronics Show, with both companies providing bullish outlooks, Bank of America said in a research note.
    Analyst Vivek Arya noted that commentary from Analog (ADI) and On Semi (ON) countered some investor concerns, many of whom became wary of a cyclical downturn after a record growth in 2021, which saw the industry grow at 22% year-over-year, roughly three times the rate of GDP.
    In their comments, Arya said both Analog and ON noted that "demand continues to outpace supply," and there is "broad-based strength across all end markets."
    Additionally, their customers are signing long-term agreements, particularly On Semi (ON), which are stretching beyond 2022, a fact that was confirmed by Global Foundries (NASDAQ:GFS) in another presentation.
    There have been no cancellations of orders or deferrals, suggesting that the cycle is not peaking anytime soon, with both companies noting that "escalations continue to be significant portion of requests," Arya pointed out, while adding that lead times are still elevated, but have stabilized, at least according to Analog, which gives customers more visibility on when they will receive their products.
    Lastly, channel inventory is light and with bottlenecks expected to last throughout the year, demand is likely to continue outpacing supply.
    Bullish
  • P
    Powerpc_marker2
    Today CNBC commentator Stephen Weiss recommended ON, seeing a potential 50% increase this year.
    Bullish
  • A
    Anonymous
    If this thing gets down to the 40's again I will buy 100 K more. Period the end
  • P
    Powerpc_marker2
    new 52 week high! Enjoy the ride. ON is still undervalued compared to MRVL, AMD, NVDA.
    Bullish
  • c
    cidzhou
    Yahoo finance estimate ON Next 5 Years (per annum) 55.45%, why so bullish? anyone confident about this?
    Bullish
  • E
    EDWARD
    Sp 500 inclusion is a no brainer, what other chip company that makes money is not in the Sp500…ON…I guess we will find out on 2/4/22 after market closes
  • A
    Aku
    $ON has sold out its 2022 microchip production. 😲
    — Steve Weiss, Halftime Report 1/3/22
    Bullish
  • j
    jack
    Years ago I purchased NVDA and ON reminds me of NVDA. I now purchased shares of ON. NEED I say more? Hold relax be patient And enjoy the ride.
    Bullish
  • J
    John
    (Consumer confidence slips in January as economy hits soft patch due to omicron wave) Not sure about that? I think is being used to take peoples mind off the economy and mis management.
  • J
    John
    On should see the high 70's in February 22, and 150-160 in one yr.
  • E
    EDWARD
    If Amd deal gets approved with XLNX the only chip stock that can be added that meets the requirements is ON..any thoughts??
  • P
    Paul
    Quit selling so cheaply.
    Bullish
  • A
    Aku
    Any chance ON inclusion in SP 500?
    Thoughts?
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