ON ON Semiconductor Corporation

ON ON Semiconductor Corporation

Technology · Semiconductors

Desk view

Watchingmedium conviction
Perspectives AI Power Delivery

Market read

Scan convergence 1 scan as of 2026-08-14 1 neutral converging

POC $50.21 · VWAP $74.85 · +11.4% vs 12m avg buyer

pullback vol: normalgaps: stablechurn: quiet as of

Insiders no data — outside the Form 4 poll — US-filer feed only (foreign filers report via MAR managers'-transactions notices)

Coverage

1 related perspective

Watchlists @ai-infrastructure@semis

ON Price Structure

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Peers

Every watchlist ON belongs to, members best 30-day change first — ON highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@semis
View watchlist →
MRVL+24.2% +5.5%1d +12.4%7d MXL+18.0% -0.1%1d +23.9%7d SWKS+14.1% -2.7%1d -1.6%7d NVDA+10.9% -0.1%1d +3.4%7d INTC+8.9% +1.0%1d +6.1%7d TSM+8.2% +1.1%1d +3.0%7d ASML+7.9% +2.1%1d +8.6%7d SOXX+7.2% +1.6%1d +5.6%7d SMH+6.8% +1.1%1d +4.3%7d LSCC+5.9% +1.7%1d +3.4%7d AVGO+5.8% -0.1%1d -7.1%7d AMD+2.1% -1.6%1d +7.8%7d ARM+1.6% -2.9%1d +1.4%7d AMAT+1.1% +5.5%1d +2.6%7d TXN+0.1% +1.2%1d +0.9%7d AMKR-2.6% +3.9%1d +15.9%7d ON-4.6% +0.9%1d +4.5%7d QCOM-5.6% -2.2%1d 0.0%7d
@ai-infrastructure
View watchlist →
NBIS+51.3% -3.2%1d +46.1%7d CBRS+45.8% +15.1%1d +9.3%7d CRWV+44.8% +0.7%1d +20.2%7d CRDO+39.5% +8.8%1d +17.8%7d TER+37.5% +5.8%1d +21.4%7d LITE+32.2% +4.6%1d +19.1%7d NTAP+24.6% -1.4%1d +2.8%7d DELL+21.3% -2.2%1d +4.8%7d ANET+19.7% +1.5%1d +5.4%7d MU+19.2% +4.1%1d +17.5%7d SMR+19.0% -2.1%1d +0.1%7d FCX+17.1% +2.8%1d -3.0%7d WOLFE+17.0% +10.0%1d +19.2%7d EME+15.9% +3.1%1d +6.6%7d PWR+14.9% +5.3%1d +9.3%7d ETN+14.1% +0.9%1d +2.4%7d DLR+13.8% -1.1%1d +3.5%7d APH+13.0% +2.3%1d +1.9%7d CLS+13.0% +1.6%1d +8.1%7d FIX+12.4% +6.0%1d +12.4%7d GLW+12.0% +4.3%1d +9.8%7d SCCO+11.3% +4.0%1d -4.0%7d CEG+10.2% -1.5%1d +2.9%7d JCI+9.6% +0.2%1d +2.2%7d AIQ+9.0% -0.3%1d +0.8%7d INTC+8.9% +1.0%1d +6.1%7d EQIX+7.6% -0.4%1d +5.2%7d TEL+6.9% +0.5%1d +1.4%7d SMH+6.8% +1.1%1d +4.3%7d OKLO+6.7% -1.1%1d -1.4%7d NOK+6.5% +0.2%1d +18.4%7d OSS+6.5% -1.3%1d +6.5%7d ERIC+3.6% -1.0%1d +2.0%7d GNRC+3.0% +0.9%1d +7.4%7d FSLR+2.8% -3.4%1d -8.9%7d AMT+1.3% -1.9%1d +1.9%7d TT+1.1% -1.0%1d -0.3%7d ECL+1.1% -0.1%1d -3.0%7d VRT+1.0% -0.5%1d +8.3%7d CAT+0.3% +2.9%1d +5.2%7d AWK+0.1% -1.4%1d -0.8%7d NEE-2.9% 0.0%1d +1.8%7d FFIV-3.3% -1.9%1d -3.5%7d VMC-3.5% -1.4%1d -2.5%7d TLN-4.2% -1.6%1d +4.0%7d MLM-4.3% -1.7%1d -1.9%7d XYL-4.3% -1.9%1d -3.0%7d ON-4.6% +0.9%1d +4.5%7d MOD-5.5% +3.5%1d +13.4%7d VST-6.0% -1.4%1d +2.3%7d BRUN-7.3% -1.3%1d +29.4%7d ICHR-13.3% +1.1%1d +11.1%7d EXTR-20.0% -0.5%1d +3.2%7d ATEN-23.9% -0.2%1d -3.5%7d

Decision history

1 scored call · newest first · projection

How to read this: Positive 30-day excess supports an enter call. For pass, avoid, sell, or exit calls, a positive number means the name kept rising after the call.

Mar 31 sell n/a Unclassified +52.3% complete

Next earnings ON reports in 76 days Nov 2

Last report May 4

Reported the quarter ending 2026-04-03: revenue $1.51B, diluted EPS $-0.08, net income $-33M (SEC filing). Across the print the stock moved -0.3% (close before → first close after).

full note →

Against street estimates

How ON's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. EPS only.

8 most recent of 9 quarters · newest report Aug 3 · projection Aug 17

Result
Aug 3 0.720.74+3.4%Beat
May 4 0.620.64 GAAP ≠ +4.1%Beat
Feb 9 0.620.64+2.5%Beat
Nov 3 '25 0.590.63+6.6%Beat
Aug 4 '25 0.530.53-0.4%In line
May 5 '25 0.500.55 GAAP ≠ +9.6%Beat
Feb 10 '25 0.970.95-2.4%Miss
Oct 28 '24 0.970.99+2.4%Beat

News (last pull)

Headlines about ON from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled 35 days ago · Jul 14

“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.

ON research tape

45 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

scan NVDA Ecosystem Scan — August 14, 2026 scan NVDA Ecosystem Scan — August 8, 2026 earnings ON earnings — 2026-08-03 brief One Margin Call, One Record Day scan NVDA Ecosystem Scan — July 31, 2026
Types
Aug 14 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Aug 8 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Aug 3 Catalyst ON earnings
ON
Jul 31 Market Brief One Margin Call, One Record Day
AAPLABBVABCLABTACHRACNAMZNMSFT +4 more
Jul 31 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Jul 28 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Jul 25 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Jul 17 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Jul 11 Scan NVDA Ecosystem Scan
NVDAAMDAVGOMRVLTSMASMLAMATARM +4 more
Jul 11 Scan AI Infrastructure Scan
CEGVSTTLNOKLOSMRNEEFSLRVRT +4 more
Jul 7 Scan NVDA Ecosystem Scan
NVDAAMDAVGOMRVLTSMASMLAMATARM +4 more
Jun 26 Scan NVDA Ecosystem Scan
NVDAAMDAVGOMRVLTSMASMLAMATARM +4 more
Jun 26 Scan Monster Scan
005930.KS6779.TAEHRAEISAIXA.DEALABALKSAMRX +4 more
Jun 25 Scan Monster Scan
005930.KS5991.T6779.TAAAALAAONAAUCABCL +4 more
Jun 20 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAONABSI +4 more
Jun 16 Scan Monster Scan
005930.KS6779.TAAOIAEHRAIXA.DEALABALRIB.PAAMKR +4 more
Jun 16 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
May 29 Scan NVDA Ecosystem Scan
AMATAMDAMKRAMZNARMASMLAVGOBE +4 more
May 29 Scan Monster Scan
005930.KS6779.TAAAAOIACLSACLXAEHRAGX +4 more
May 28 Source $MX has been sitting in my notes for a while. NVIDIA just said it directly: "As
MXONSTMTXN
May 4 Catalyst ON earnings
ON
May 1 Article Picks-and-Shovels: Power Semis & AI Data-Center Power Delivery
AOSLASMLAVGOBESIYENPHETNGLWIFNNY +4 more
May 1 Scan NVDA Ecosystem Scan
AMATAMDAMKRARMASMLAVGOBECEG +4 more
May 1 Scan AI Infrastructure Scan
PWRNOKONGNRCCATFIXCRDOVRT +4 more
Apr 28 Scan Monster Scan
AAOIADEAAEHRAEISAFRMAGXALMAMD +4 more
Apr 28 Scan AI Infrastructure Scan
AMTANETAPHAWKCATCEGCLSCRDO +4 more
Apr 26 Scan AI Infrastructure Scan
AMTANETAPHAWKCATCEGCLSCRDO +4 more
Apr 13 Scan 5 — NVDA ECOSYSTEM
AMATAMDAMKRAMZNARMASMLAVGOINTC +4 more
Apr 13 Scan AI Infrastructure Scan
AMTANETAPHAWKCATCEGCLSCRDO +4 more
Apr 10 Scan NVDA Ecosystem Scan
AMATAMDAMKRARMASMLAVGOINTCMRVL +4 more
Apr 3 Scan AI Infrastructure Scan
CEGEMEETNFIXFSLRMODNEEOKLO +4 more
Mar 31 Scan NVDA Ecosystem Scan
AMATAMDAMKRARMASMLAVGOINTCMRVL +4 more
Mar 31 Scan AI Infrastructure Scan
AMTANETAPHAWKCATCEGCLSCRDO +4 more
Mar 24 Scan AI Infrastructure Scan
ANETAPHCATCEGCLSCRDODLRECL +4 more
Mar 20 Scan AI Infrastructure Scan
AMTANETAPHAWKCATCEGCLSCRDO +4 more
Mar 13 Archive The War Perspective
AMDASMLBACOPCVXDVNEOGGD#war-ends-playbook +4 more
Mar 13 Article Market Status Report
AAPLADBEAMDAMKRAMZNARKKASEAVGO +4 more
Mar 13 Scan NVDA Ecosystem
AMDAMKRARMASMLAVGOCEGENPHEOSE +4 more
Mar 13 Scan AI Infrastructure
ANETAPHCATCEGCLSDLREMEEQIX +4 more
Mar 13 Article Daily Actions
AAPLADBEAMZNARMASEASMLBABNTX +4 more
Mar 12 Scan AI Infrastructure Scan
AMTANETAPHAWKCATCEGCLSCRDO +4 more
Mar 11 Scan AI Infrastructure Scan
AMTANETAPHAWKCATCEGCLSCRDO +4 more
Feb 5 Scan AI Infrastructure & Sector Rotation
AMTANETAPHAWKBECATCEGCLS +4 more
Feb 3 Scan AI Infrastructure & Sector Rotation
AMTANETAPHAWKBECATCEGCLS +4 more
Dec 31 '25 Desk Move BUY ON — druckenmiller-13f (2025-12-31, 11.3949 shares @ $56.7)
ON