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 chips live where budgets get cut first, in cars and factory gear. seems like if customers push those builds out, the ai halo does not pay the bill for a supplier tied to real orders

$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 diversification pitch was autos, solar and ai power. seems like all three are the same rate sensitive capex trade, and when financing tightens they cool together, not in turns

$ON Holding within the channel and looks like a reverse head n shoulder set up is forming. Hopefully!

$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 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 Semiconductor canceled its planned $2 billion multi-year expansion in the Czech Republic, reaching an agreement with local authorities to abandon a new silicon carbide (SiC) manufacturing facility in Rožnov pod Radhoštěm due to changing market conditions and project economics. The project, announced in June 2024, was intended to create an integrated production operation covering the entire process, from crystal growth to finished power semiconductors. Existing silicon and SiC operations in Rožnov will continue at full capacity and remain integrated into ON's global manufacturing network. The company emphasized that the cancellation does not reflect regional operating conditions and confirmed it will continue hiring and investing in both its Rožnov plant and Brno development center. These facilities will continue supporting customer demand across automotive, industrial and AI data-center applications. $ON

$ON hope we see the kind of progress that makes people feel their support was worthwhile