The 35 most recent market catalysts affecting $ON, each scored for sentiment and estimated stock impact. Sourced from SEC EDGAR filings and financial news, analysed automatically as they are published.
Sep 23, 2026
Corporate Catalyst
Neutral
Impact 65
Seaport Global Initiates Coverage On ON Semiconductor with Buy Rating, Announces Price Target of $100
Seaport Global analyst Jay Goldberg has initiated coverage on ON Semiconductor with a 'Buy' rating and a price target of $100. This event is significant as new analyst coverage, es…
Sep 22, 2026
Corporate Catalyst
Neutral
Impact 65
What's Going on with On Semiconductor Shares on Tuesday?
ON Semiconductor (ON) shares are experiencing a 4% uptick today, primarily driven by the announcement of a collaboration with Valens Semiconductor (VLN). This partnership focuses o…
Sep 18, 2026
Corporate Catalyst
Bearish
Impact 65
Truist Securities Maintains Hold on ON Semiconductor, Lowers Price Target to $75
Truist Securities analyst William Stein lowered the price target for ON Semiconductor from $91 to $75 while maintaining a 'Hold' rating. This action indicates a revised, less optim…
Sep 17, 2026
Corporate Catalyst
Bullish
Impact 85
ON Semiconductor CEO Warns Power Density Is the Next Massive AI Bottleneck
ON Semiconductor's CEO, Hassane El-Khoury, has identified power density as the critical bottleneck for AI, moving beyond traditional compute and memory challenges. This strategic i…
Sep 17, 2026
Corporate Catalyst
Bearish
Impact 55
Stifel Maintains Hold on ON Semiconductor, Lowers Price Target to $75
Stifel analyst Tore Svanberg maintained a 'Hold' rating on ON Semiconductor but significantly lowered the price target from $90 to $75. This action indicates a more cautious outloo…
Sep 17, 2026
Corporate Catalyst
Bearish
Impact 65
Mizuho Maintains Outperform on ON Semiconductor, Lowers Price Target to $95
Mizuho analyst Vijay Rakesh has updated their outlook on ON Semiconductor, reducing the price target from $110 to $95. This revision, while still accompanied by an 'Outperform' rat…
Sep 17, 2026
Corporate Catalyst
Bullish
Impact 75
ON Semiconductor CEO Dismisses AI Slowdown Fears
ON Semiconductor's CEO is actively countering market concerns about an AI slowdown, projecting robust demand for semiconductors from AI data centers, automotive, and industrial sec…
Sep 17, 2026
Corporate Catalyst
Bearish
Impact 55
Wells Fargo Maintains Overweight on ON Semiconductor, Lowers Price Target to $85
Wells Fargo's analyst Joe Quatrochi maintained an 'Overweight' rating on ON Semiconductor, signaling continued confidence in the company's long-term prospects. However, the decisio…
Sep 17, 2026
Corporate Catalyst
Bullish
Impact 85
ON Semiconductor Says AI Data Center Business Will More Than Double in 2026
ON Semiconductor has unveiled an ambitious 2030 plan, raising its revenue compound annual growth rate target to 12-14% and projecting $11 billion in revenue, up from previous estim…
Sep 17, 2026
Corporate Catalyst
Bearish
Impact 55
Cantor Fitzgerald Maintains Neutral on ON Semiconductor, Lowers Price Target to $90
Cantor Fitzgerald's analyst Matthew Prisco maintained a 'Neutral' rating on ON Semiconductor but lowered the price target from $110 to $90. This action indicates a more cautious st…
Sep 16, 2026
Corporate Catalyst
Bullish
Impact 65
onsemi Unveils Scalable Embedded Power Platform To Boost Power Density Up To 3-5x For AI And Electrification Applications
ON Semiconductor unveiled its new Embedded Power Platform (EPP), which promises 3-5x higher power density for AI and electrification applications by integrating multiple dies into …
Sep 10, 2026
Market Technicals
Neutral
Impact 55
What's Going On With ON Semiconductor Stock Thursday?
ON Semiconductor's stock experienced a premarket decline, not due to company-specific news, but as a result of a broader market pullback in technology and semiconductor sectors. Th…
Sep 3, 2026
Market Technicals
Bearish
Impact 55
Wells Fargo Maintains Overweight on ON Semiconductor, Lowers Price Target to $95
Wells Fargo's analyst Joe Quatrochi has updated their outlook on ON Semiconductor, maintaining an 'Overweight' rating but lowering the price target from $110 to $95. This adjustmen…
Aug 5, 2026
Corporate Catalyst
Bearish
Impact 55
Citigroup Maintains Neutral on ON Semiconductor, Lowers Price Target to $98
Citigroup analyst Atif Malik maintained a 'Neutral' rating on ON Semiconductor but lowered the price target from $120 to $98. This action indicates that while the analyst doesn't s…
Aug 5, 2026
Corporate Catalyst
Bearish
Impact 55
Truist Securities Maintains Hold on ON Semiconductor, Lowers Price Target to $91
Truist Securities analyst William Stein has reduced the price target for ON Semiconductor (ON) from $101 to $91, while keeping a 'Hold' rating. This action indicates a more conserv…
Aug 4, 2026
Corporate Catalyst
Bullish
Impact 85
Shares of fabless semiconductor companies are trading higher as risk assets enjoy a tailwind. Also, financial results and commentary from companies such as ON Semiconductor and Palantir may help support the ongoing themes of chip supply shortages and growing demand from an expansionary AI services sector.
The headline indicates a strong positive sentiment for fabless semiconductor companies, fueled by a 'risk-on' market environment. Positive financial results and commentary from key…
Aug 4, 2026
Corporate Catalyst
Bullish
Impact 85
Shares of semiconductor and chip companies are trading higher as risk assets enjoy a tailwind. Also, financial results and commentary from companies such as ON Semiconductor and Palantir may help support the ongoing themes of chip supply shortages and growing demand from an expansionary AI services sector.
The headline points to a significant positive catalyst for the semiconductor and AI sectors. The 'risk assets enjoy a tailwind' suggests a broader market appetite for growth, ampli…
Aug 4, 2026
Corporate Catalyst
Bullish
Impact 85
Shares of wafer-fabrication-related chip companies are trading higher as risk assets enjoy a tailwind. Also, financial results and commentary from companies such as ON Semiconductor and Palantir may help support the ongoing themes of chip supply shortages and growing demand from an expansionary AI services sector.
The headline indicates a strong positive sentiment for wafer-fabrication-related chip companies, fueled by a general 'risk-on' market environment. Key drivers are the ongoing chip …
Aug 4, 2026
Corporate Catalyst
Bearish
Impact 65
Mizuho Maintains Outperform on ON Semiconductor, Lowers Price Target to $110
Mizuho analyst Vijay Rakesh maintained an 'Outperform' rating on ON Semiconductor but lowered the price target from $125 to $110. This action signals that while the analyst still b…
Aug 4, 2026
Corporate Catalyst
Bullish
Impact 85
Shares of foundry, fabricator and IDM chip companies are trading higher as risk assets enjoy a tailwind. Also, financial results and commentary from companies such as ON Semiconductor and Palantir may help support the ongoing themes of chip supply shortages and growing demand from an expansionary AI services sector.
The headline indicates a strong positive sentiment for the semiconductor sector, fueled by a broader 'risk-on' market environment and specific company catalysts. The financial resu…
Aug 4, 2026
Corporate Catalyst
Bullish
Impact 85
ON Semiconductor Posts 2Q Growth On AI Data Center Strength; Visibility Extends Into 2007
ON Semiconductor's 8-K filing details a 'beat-and-raise' second quarter, with revenue and earnings surpassing consensus estimates. The primary driver is the company's AI data cente…
Aug 4, 2026
Corporate Catalyst
Bearish
Impact 55
Wells Fargo Maintains Overweight on ON Semiconductor, Lowers Price Target to $110
Wells Fargo analyst Joe Quatrochi reiterated an 'Overweight' rating for ON Semiconductor, signaling a continued belief in the company's fundamental strength and long-term growth pr…
Aug 4, 2026
Corporate Catalyst
Neutral
Impact 55
Cantor Fitzgerald Reiterates Neutral on ON Semiconductor, Maintains $110 Price Target
Cantor Fitzgerald analyst Matthew Prisco reiterated a 'Neutral' rating and maintained a $110 price target for ON Semiconductor. This action signals that the analyst's view on the c…
Aug 4, 2026
Corporate Catalyst
Bullish
Impact 85
ON Semiconductor shares are trading higher after the company reported better-than-expected Q2 financial results and issued Q3 GAAP EPS guidance above estimates.
This headline represents a significant corporate catalyst for ON Semiconductor, directly impacting its stock price positively due to better-than-expected financial performance and …
Aug 4, 2026
Corporate Catalyst
Bullish
Impact 92
ON Semiconductor's CEO Says AI Demand Got Priority Over Automotive Customers— and Wall Street Loved It as Stock Jumps 7% in Premarket Tuesday
ON Semiconductor's decision to prioritize AI data center customers over its traditional automotive and industrial segments signals a significant strategic pivot towards a high-grow…
Aug 3, 2026
Corporate Catalyst
Bullish
Impact 75
Onsemi CEO Says AI Data Remains Fastest Growing Operation
Onsemi's CEO, Hassane El-Khoury, disclosed that the company's AI data center operations are experiencing rapid growth, with revenue expected to more than double by 2026. This annou…
Aug 3, 2026
Corporate Catalyst
Neutral
Impact 75
ON Semiconductor Sees Q3 Adj EPS $0.81-$0.93 vs $0.83 Est; Sees Sales $1.650B-$1.750B vs $1.666B Est
ON Semiconductor released its Q3 guidance, with adjusted EPS projected between $0.81 and $0.93, compared to an analyst estimate of $0.83. Sales are expected to be between $1.650 bi…
Aug 3, 2026
Corporate Catalyst
Neutral
Impact 85
ON Semiconductor Sees Q3 GAAP EPS $0.79-$0.91 vs $0.75 Est; Sees Sales $1.650B-$1.750B
ON Semiconductor's Q3 guidance indicates GAAP EPS of $0.79-$0.91, significantly higher than the $0.75 analyst estimate, and sales of $1.650 billion-$1.750 billion. This positive pr…
Aug 3, 2026
Corporate Catalyst
Bullish
Impact 85
ON Semiconductor shares are trading higher after the company reported better-than-expected Q2 financial results.
ON Semiconductor's strong Q2 performance, exceeding expectations, is a significant positive catalyst for the company and potentially the broader semiconductor sector. This indicate…
Aug 3, 2026
Corporate Catalyst
Neutral
Impact 85
On Semi Reports Strong Q2 Earnings, Expects AI Data Center Revenue to More than Double this Year
On Semiconductor (ON) announced Q2 results that surpassed analyst estimates, with EPS of $0.74 against an expected $0.71 and revenue of $1.6 billion versus $1.59 billion. The most …
Aug 3, 2026
Corporate Catalyst
Bullish
Impact 92
ON Semiconductor Q2 Adj. EPS $0.74 Beats $0.71 Estimate, Sales $1.603B Beat $1.588B Estimate
ON Semiconductor announced Q2 adjusted EPS of $0.74, surpassing the $0.71 consensus estimate by 2.78%, and sales of $1.603 billion, beating the $1.588 billion estimate by 0.96%. Th…
Aug 3, 2026
Corporate Catalyst
Bearish
Impact 75
ON Semiconductor Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
ON Semiconductor is set to release its Q2 earnings, a significant corporate catalyst. The filing highlights consensus estimates for EPS and revenue, showing expected growth year-ov…
Jul 20, 2026
Corporate Catalyst
Bearish
Impact 55
Wells Fargo Maintains Overweight on ON Semiconductor, Lowers Price Target to $130
Wells Fargo analyst Joe Quatrochi reiterated an 'Overweight' rating on ON Semiconductor, signaling continued confidence in the company's long-term prospects. However, the simultane…
Jul 13, 2026
Corporate Catalyst
Bearish
Impact 55
TD Cowen Maintains Hold on ON Semiconductor, Lowers Price Target to $95
TD Cowen's decision to lower ON Semiconductor's price target from $110 to $95, while maintaining a 'Hold' rating, signals a more conservative valuation for the company. This adjust…
Not financial advice. AI-generated analysis for informational purposes only. Tradow AI LLC is not a registered investment adviser.