Penguin Solutions and onsemi Shares Skyrocket, What You Need To Know
Shares of Penguin Solutions (NASDAQ: PENG) and onsemi (NASDAQ: ON) both saw significant jumps due to increasing compute demand for agentic artificial intelligence following Meta Platforms' Muse agent rollout and reassuring diplomatic engagement between the U.S. and China regarding AI. The article highlights how AI's expanding infrastructure demands and a stabilized geopolitical backdrop are positively impacting the technology sector, despite recent volatility in semiconductor stocks due to rising Treasury yields.
ON Semiconductor Corp. stock outperforms competitors on strong trading day
ON Semiconductor Corp. (ON) saw its stock rise by 5.54% to $77.20 on Friday, outperforming the broader market which also experienced a strong trading session. The S&P 500 Index increased by 0.51% and the Dow Jones Industrial Average rose by 0.93%. Despite this gain, the company's stock remains 42.78% below its 52-week high.
If You Invested $100 In ON Semiconductor Stock 10 Years Ago, You Would Have This Much Today
ON Semiconductor (NASDAQ: ON) has shown significant market outperformance over the past decade, yielding an average annual return of 20.24%. A $100 investment made 10 years ago would now be worth $640.44, highlighting the substantial impact of compounded returns on investment growth.
ON Semiconductor Corp (CEUX:XS4d) Stock Price & 30 Year Financial Data
This article provides comprehensive 30-year financial data for ON Semiconductor Corp (CEUX:XS4d), including growth rates for revenue, EPS, EBIT, EBITDA, and free cash flow. It details the company's market capitalization, valuation ratios, and offers tools for financial analysis and comparison. The content is sourced from GuruFocus, emphasizing data accuracy and various financial metrics for informed investment decisions.
P&G vs. Hershey: One Dividend Has a Major Advantage When Costs Surge
This article compares the dividend stability of Procter & Gamble (P&G) and Hershey (HSY), particularly during periods of surging costs. It concludes that P&G offers a more reliable dividend growth for retirees due to its diversification and long history of consistent raises, even amidst commodity shocks. Hershey, while offering a higher current yield, is more susceptible to volatility from single commodity prices like cocoa.
Himax, Power Integrations, MACOM, onsemi, and Microchip Technology Shares Are Falling, What You Need To Know
Shares of Himax, Power Integrations, MACOM, onsemi, and Microchip Technology experienced declines following a rise in the 10-year Treasury yield to 5.14%. This increase was driven by strong September business activity data, which heightened expectations for tighter Federal Reserve interest rate policy, making safer bonds more attractive than stocks, particularly for technology companies. Additionally, elevated crude oil prices and uncertainty surrounding trade and tariffs on advanced semiconductors contributed to the downward pressure on the sector.
ON Semiconductor Corp. (ON) Declines More Than Market: Some Information for Investors
ON Semiconductor Corp. (ON) recently experienced a 1.22% decline, underperforming the S&P 500. Despite this, analysts anticipate a significant rise in its upcoming EPS by 42.86% and a 9.67% increase in revenue. The company currently holds a Zacks Rank of #3 (Hold) and appears to be trading at a discount with a Forward P/E of 22.97 compared to its industry average of 48.37.
ON Semiconductor Corp. stock underperforms Thursday when compared to competitors
Shares of ON Semiconductor Corp. (ON) fell 1.28% on Thursday, closing at $73.15. This underperformance occurred during a generally negative trading session for the broader stock market, with both the S&P 500 Index and Dow Jones Industrial Average also declining. The stock's drop ended a five-day winning streak.
Himax, Power Integrations, MACOM, onsemi, and Microchip Technology Shares Are Falling, What You Need To Know
Shares of Himax, Power Integrations, MACOM, onsemi, and Microchip Technology experienced declines due to a rise in the 10-year Treasury yield to 5.14%. This increase was driven by strong September business activity data, leading to expectations of tighter Federal Reserve interest rate policy, which makes safer bonds more attractive than stocks, particularly for technology companies. Additionally, elevated crude oil prices and uncertainty over trade and tariffs on advanced semiconductors contributed to the selling pressure in the sector.
Synopsys, Inc. (SNPS) Stock forecasts
Argus has raised its target price for Synopsys, Inc. (SNPS) to $463.00, an increase from its current price of $420.63. Synopsys specializes in electronic design automation (EDA) software and intellectual property products, which are crucial for chip design. The report was published on September 23, 2026.
Seaport starts bullish on Marvell, Semtech, and On Semi (MRVL:NASDAQ)
Seaport Research Partners initiated coverage on several semiconductor companies, assigning Buy ratings to Marvell (MRVL), Semtech (SMTC), and On Semiconductor (ON). SiTime received a Neutral rating. Seaport set a $270 price target for Marvell.
TSMC's A14 Gains Customer Traction Ahead of 2028 Volume Production
TSMC is experiencing strong customer interest in its A14 process technology, with customer tape-outs for smartphone and AI applications already ahead of schedule. The A14 process is designed to offer significant improvements in performance, power efficiency, and chip density compared to N2 technology, with pre-production expected in 2027 and volume production in 2028. Additionally, TSMC introduced A13 and A12 as derivatives, aiming to make the A14 family a long-lasting node.
What's Going on with On Semiconductor Shares on Tuesday?
ON Semiconductor (NASDAQ: ON) shares rose 4% on Tuesday, with traders focusing on the semiconductor sector's broader risk setup. The increase is partly attributed to a collaboration with Valens Semiconductor to integrate an A-PHY offering into ON Semiconductor's image sensors for automotive cameras. Despite the gain, the stock remains in a longer-term repair phase, trading below key moving averages, with analysts maintaining a "Buy" consensus but recent price target reductions from some firms.
Synaptics president and CEO Rahul Patel sells $213,557 in stock By Investing.com
Synaptics President and CEO Rahul Patel sold 2,276 shares of company stock for $213,557 on September 21, 2026, as part of a pre-arranged trading plan. This transaction leaves him with 186,515 shares. The sale occurred shortly after onsemi announced its intent to acquire Synaptics in an all-stock deal valued at approximately $7 billion, leading to analyst downgrades for Synaptics.
Microchip Rises 17% YTD: Should You Buy, Sell or Hold the Stock?
Microchip Technology (MCHP) shares have risen 17.3% year to date, underperforming the Zacks Computer and Technology sector. While the company benefits from strengthening demand and growing exposure to data-center, aerospace, and defense markets, it faces challenges from supply chain constraints, rising costs, and competition. Investors are advised to maintain a cautious stance due to these risks and the stock's premium valuation.
Microchip Rises 17% YTD: Should You Buy, Sell or Hold the Stock?
Microchip Technology (MCHP) shares have risen 17.3% year-to-date, underperforming the broader Zacks Computer and Technology sector. While the company benefits from strong demand in data centers, industrial, automotive, and aerospace/defense markets, it faces challenges such as supply chain constraints, elevated debt, and intense competition. The stock currently has a "Hold" rating from Zacks Investment Research due to its premium valuation and balanced risks.
Valens and onsemi Collaborate on Cost-Optimized 3MP Automotive Camera Sensor
Valens and onsemi have partnered to develop a cost-optimized 3MP automotive camera sensor based on the MIPI A-PHY standard, aiming to simplify automotive camera designs and reduce component count. This collaboration targets the mainstream market, with Valens reporting a 16.3% year-over-year increase in automotive revenue and anticipating production ramp-up by 2027. Following the announcement, Valens' stock surged by approximately 8%, reflecting investor confidence in its growth prospects and the promotion of the MIPI A-PHY ecosystem.
Valens Semiconductor to Collaborate with onsemi on a Cost-Optimized Integrated Sensor Based on the MIPI A-PHY Standard
Valens Semiconductor and onsemi are collaborating to develop a cost-optimized integrated sensor for high-volume 3-megapixel automotive camera applications, based on the MIPI A-PHY standard. This partnership aims to provide OEMs and Tier 1s with a faster path to A-PHY solutions, strengthening the automotive ecosystem by combining expertise in connectivity and imaging technologies. The 3MP offering targets a significant market, enabling advanced vision systems for mainstream vehicles.
Valens Semiconductor and onsemi Partner to Develop Integrated 3MP Automotive Camera Sensor
Valens Semiconductor and onsemi have announced a collaboration to develop a cost-optimized 3-megapixel automotive camera sensor with integrated MIPI A-PHY connectivity. This partnership aims to simplify automotive camera design by reducing component count and supporting industry standards, targeting high-volume applications and expanding Valens' A-PHY product offerings. The integrated solution is expected to provide automotive manufacturers and Tier 1 suppliers with more streamlined options for advanced vision systems.
Valens Semiconductor and onsemi to co-develop A-PHY sensor
Valens Semiconductor and onsemi are collaborating to develop a cost-optimized three-megapixel automotive camera sensor based on MIPI A-PHY. This partnership aims to integrate A-PHY connectivity directly into onsemi's image sensors, facilitating faster adoption for OEMs and Tier 1 suppliers. The initiative is expected to lower the cost threshold for mainstream automotive camera applications and broaden A-PHY's reach beyond premium vehicle lines.
VLN Stock Jumps 8% Premarket: Onsemi Deal Targets High-Volume Auto Cameras
Valens Semiconductor (VLN) shares rose 8% in premarket trading after announcing a collaboration with onsemi (ON). The partnership aims to develop a cost-optimized, integrated sensor based on the MIPI A-PHY standard for high-volume 3-megapixel automotive camera applications, simplifying designs and targeting a broad market. This move supports Valens' efforts to drive commercial adoption of MIPI A-PHY and positions its automotive business for significant revenue growth by 2027.
Why Is the Market Reassessing STMicroelectronics (STM)?
The market is re-evaluating STMicroelectronics (STM) as the chip rebound expands beyond AI accelerators to include embedded and power applications, highlighting the company's focus on automotive and industrial semiconductors. This shift means attention is now on STM's operational position and its ability to demonstrate progress amidst changing market conditions, rather than just broader macro trends. The company's unique position in automotive and industrial semiconductors gives it distinct opportunities and challenges that differentiate it from other technology stocks.
Synaptics VP & corporate controller Esther Song sells $5,835 in stock
Esther Song, VP and Corporate Controller at Synaptics (NASDAQ:SYNA), sold 63 shares of company stock for $5,835 on September 18, 2026, as part of a pre-established trading plan. Additionally, 138 shares were withheld for tax obligations related to restricted stock units. These transactions occurred amidst Synaptics' impending acquisition by onsemi in an all-stock deal valued at approximately $7 billion, which has led to analyst downgrades.
Blackstone Mortgage Trust President Fernando Austin Pena Sells 1,127 Shares Under Rule 10b5-1 Plan
Fernando Austin Pena, President and Director of Blackstone Mortgage Trust, Inc. (NYSE:BXMT), sold 1,127 shares of Class A Common Stock on September 17, 2026, for $13.4241 per share. This transaction was executed under a Rule 10b5-1 trading plan established on March 26, 2026, to cover tax withholding obligations related to previously granted restricted stock awards. After the sale, Pena directly owns 71,772 shares of Class A Common Stock.
ARM HOLDINGS PLC (NASDAQ: ARM) Grants Abbey William 17,288 Derivative Securities, Representing 26.5% of His Total Holdings
ARM Holdings PLC (NASDAQ: ARM) awarded Abbey William 17,288 derivative securities on September 14, 2026, increasing his total holdings to 65,270 derivative securities. This award represents 26.5% of his total derivative securities position and is classified under SEC transaction code A, signifying an award or grant. William serves as ARM's Chief Commercial Officer.
Why Is Sterling Infrastructure (NASDAQ:STRL) Moving Higher?
Sterling Infrastructure (NASDAQ:STRL) is gaining market attention due to its involvement in data-center construction, diversified infrastructure projects, and strong quarterly performance. The company's E-Infrastructure Solutions segment, which focuses on large-scale facilities like data centers, is particularly relevant given the increasing demand for physical infrastructure driven by digital services and AI. Sterling Infrastructure's robust financial profile and institutional ownership further contribute to its notable market presence.
ACACIA RESEARCH Director Isaac T. Kohlberg Offloads 24,000 Shares at $4.55 Each
ACACIA RESEARCH CORP Director Isaac T. Kohlberg sold 24,000 shares of the company's stock on September 15, 2026, at a price of $4.55 per share. This transaction reduced his holdings by approximately 30.6%, leaving him with 54,310 shares. The sale provides investors with insight into the director's actions regarding his stake in the company.
Why Is ON Semiconductor Stock Gaining Thursday? - ON Semiconductor (NASDAQ:ON)
ON Semiconductor (NASDAQ: ON) stock rose over 2% Thursday after the chipmaker announced new, ambitious long-term growth targets, driven primarily by the booming AI data center market. The company projects its AI data center revenue to more than double in 2026 and again in 2027, contributing to a targeted 12% to 14% revenue compound annual growth rate through 2030. ON also expects continued growth in its automotive and industrial segments, aiming for significant content increases per AI rack and per humanoid robot.
Wells Fargo Adjusts Price Target on ON Semiconductor to $85 From $95, Keeps Overweight Rating
Wells Fargo has lowered its price target for ON Semiconductor (ON) shares to $85 from $95, while maintaining an Overweight rating on the stock. This adjustment comes amidst a series of other analyst price target changes for ON Semiconductor, with several firms adjusting their targets downwards but generally retaining positive or neutral ratings. The article also briefly lists recent news and events related to ON Semiconductor, including its new embedded power platform and upcoming analyst/investor day.
Azenta (NASDAQ: AZTA) Grants 15,272 Shares to Multiomics President Martin William E. III
Azenta (NASDAQ: AZTA) recently granted 15,272 shares to Martin William E. III, its President of Multiomics, at no cost. This award, representing approximately 46.2% of his total holdings, increased his stake to 33,062 shares. The transaction was designated with code A, indicating an acquisition from the company.
ON Semiconductor Corp (ON) Shares Fall 9.0% -- GF Value Says Still Overvalued
ON Semiconductor Corp (ON) shares dropped 9.0% to $66.60, making the stock 7.8% overvalued according to GuruFocus's GF Value™ estimate of $61.79. Despite a strong GF Score™ of 86/100, indicating good business quality, the current P/E ratio is significantly above historical levels, and insiders have been selling shares, suggesting caution for potential investors.
Cipher Mining leads session with 10.4% gain as ON Semi drops 8.9%
Cipher Mining (CIFR) was the top gainer among 111 priority names, closing up 10.4% at $16.66. Conversely, ON Semiconductor (ON) experienced the largest drop, shedding 8.9% and Diamondback Energy (FANG) fell 7.8%. This created an unusually wide 19-point spread between the best and worst performers, indicating significant divergence in investor sentiment.
BGSF (NYSE: BGSF) Requests Shareholder Approval to Confirm Whitley Penn as Auditor for 2026
BGSF (NYSE: BGSF) is seeking shareholder approval to re-appoint Whitley Penn LLP as its independent registered public accounting firm for the fiscal year ending December 27, 2026. The company's board of directors recommends shareholders vote in favor of the proposal. The article details Whitley Penn's fees for 2025 and 2024, as well as compensation disclosures for BGSF's named executive officers, highlighting changes in total compensation for Beth Garvey and John Barnett.
If You Invested $1000 In ON Semiconductor Stock 15 Years Ago, You Would Have This Much Today
An investor who put $1000 into ON Semiconductor (NASDAQ: ON) stock 15 years ago would have seen their investment grow to $9,232.28 today, representing an average annual return of 16.14%. The company has outperformed the market by 2.85% on an annualized basis over this period. This demonstrates the significant impact of compounded returns on investment growth over time.
Anthropic's AI Warning Is 'Noise' in a 'Secular Bull Market:' Bank of America Says
Bank of America analyst Vivek Arya dismisses recent AI safety concerns raised by Anthropic CEO Dario Amodei, as well as OpenAI's Sam Altman and Elon Musk, as "noise" in a "secular bull market" for AI. Arya argues that geopolitical and commercial competition will prevent any real slowdown in AI development, projecting annual AI capital spending to exceed $3 trillion by 2030. Despite a recent correction, semiconductor stocks remain undervalued given their high growth rates and utilization of infrastructure.
How Much Do You Really Need Invested in Bristol Myers Squibb to Collect $10,000 a Year?
This article calculates the investment needed in Bristol Myers Squibb (BMY) to generate $10,000 in annual dividend income, highlighting that it requires approximately 3,968 shares or $252,000 at the current 3.94% yield. It also warns about the significant risk posed by BMY's looming patent cliff for its drug Eliquis, which could impact the company's ability to fund dividends. The article emphasizes BMY's strong balance sheet and growth portfolio as potential mitigating factors against these patent expiration risks.
AMKR Stock Gains After-Hours — Amkor Doubles Down On US Chip Manufacturing With $12B Arizona Campus Expansion
Amkor Technology is significantly expanding its Arizona manufacturing site with a Phase 2 project, increasing its total commitment to $12 billion due to high customer demand. This expansion will add 60,000 square meters of cleanroom space, bringing the total to 93,000 square meters, and is expected to create over 3,500 jobs. The project aims to establish a major domestic outsourced semiconductor assembly and test (OSAT) hub in the US, strengthening the domestic semiconductor supply chain.
ON Semiconductor Corp. stock outperforms competitors on strong trading day
ON Semiconductor Corp. (ON) saw its stock price increase by 8.51% to $76.14 on Friday, breaking a three-day losing streak. This performance outpaced the broader market, with the S&P 500 Index rising 0.86% and the Dow Jones Industrial Average rising 0.98% on the same trading day. The strong rally occurred during an overall favorable session for the stock market.
ON Semiconductor Corp Stock (ON) Moved Up by 7.35% on Sep 11: Facts Behind the Movement
ON Semiconductor Corp (ON) stock rose by 7.35% on September 11, driven by a broad tech equity relief rally following favorable August consumer price index data and declining crude oil prices. The surge was also fueled by anticipation for the company's 2026 Investor Day, focusing on its growth in AI power management. Despite some company-specific risks related to acquisitions and market exposure, analysts have a "Hold" rating with an average price target of $107.16.
Monolithic Power Systems declares $2.00 quarterly dividend
Monolithic Power Systems (NASDAQ: MPWR) has announced a third-quarter dividend of $2.00 per common share. The dividend is payable on October 15, 2026, to stockholders of record as of September 30, 2026. The company is a fabless semiconductor firm founded in 1997 and led by CEO Michael Hsing.
Jackson Financial stock hits all-time high at 140.9 USD
Jackson Financial Inc. (JXN) stock has reached an all-time high of $140.9, marking a significant 44.47% increase over the past year and a 31.28% gain in the last six months. The company's strong performance is further highlighted by its Q2 2026 results, where it surpassed market expectations with adjusted operating earnings of $7.30 per share and revenue of $1.97 billion. Despite a perfect Piotroski Score of 9 indicating strong financial health, InvestingPro analysis suggests the stock might be overvalued relative to its Fair Value.
ON Semiconductor Corp. stock outperforms competitors despite losses on the day
ON Semiconductor Corp. (ON) shares dropped 1.14% to $70.17, marking a third consecutive day of losses. This occurred during a generally poor trading session where the S&P 500 Index fell 0.58% and the Dow Jones Industrial Average dropped 0.60%. Despite its own losses, the stock outperformed some competitors, though the article doesn't specify which ones.
Price Prediction: Seagate Stock Will Hit $1000 on This Date
Seagate Technology (STX) has seen a dramatic rise, with its stock up 382% in the past year, currently trading at $904.38, driven by hyperscaler demand for mass-capacity storage. While Wall Street has a consensus target of $1,125, an internal model suggests a base case of $925.40, with the bull case projecting the stock could reach $1,000 by February 2027. The path to $1,000 depends on the successful conversion of HAMR qualifications to volume, the smooth ramp-up of Mosaic 4, and sustained pricing discipline, with hyperscaler capital expenditure representing the main risk.
Cantor Fitzgerald reiterates ON Semiconductor stock rating at Neutral By Investing.com
Cantor Fitzgerald has reiterated a "Neutral" rating for ON Semiconductor (NASDAQ: ON) with a $110.00 price target, suggesting a potential upside of 55% from its current trading price of $71.08. The firm notes that the analog semiconductor space is experiencing a bottleneck, with upside to estimates despite souring investor sentiment. Cantor Fitzgerald also highlighted ON Semiconductor's proposed merger with Synaptics Incorporated and recent adjustments to price targets by other firms.
Cantor Fitzgerald reiterates Texas Instruments stock rating at Neutral By Investing.com
Cantor Fitzgerald has reiterated its Neutral rating for Texas Instruments (NASDAQ:TXN) with a $340 price target, noting that while the analog semiconductor space faces bottlenecks, current investor sentiment creates attractive valuation opportunities. Despite TXN's strong year-to-date returns, the stock appears overvalued according to InvestingPro, though 10 analysts have revised earnings upwards. The firm expressed a positive long-term view on analog semiconductors, expecting positive commentary in the coming months.
AMKR Stock Gains After-Hours — Amkor Doubles Down On US Chip Manufacturing With $12B Arizona Campus Expansion
Amkor Technology Inc. (AMKR) announced a significant expansion with Phase 2 of its Arizona manufacturing site, increasing its total commitment in the region to approximately $12 billion. This expansion, driven by high market demand, will add 60,000 square meters of cleanroom space and is expected to create over 3,500 jobs. The project aims to establish a crucial domestic OSAT hub in the US, bolstering the semiconductor supply chain and aligning with efforts to localize advanced technology production.
Cantor Fitzgerald reiterates NXP Semiconductors stock rating at $400 By Investing.com
Cantor Fitzgerald has reiterated an Overweight rating for NXP Semiconductors (NASDAQ:NXPI) with a $400.00 price target, noting its attractive valuation and strong recent financial performance. The firm compared NXPI's valuation favorably against other semiconductor companies and highlighted its preference for Analog Devices, NXP, Microchip Technology, Texas Instruments, and ON Semiconductor. This follows NXP's strong Q2 results, though some analysts have raised concerns about inventory risks and AI exposure.
Cantor Fitzgerald reiterates NXP Semiconductors stock rating at $400 By Investing.com
Cantor Fitzgerald has reiterated an Overweight rating for NXP Semiconductors (NASDAQ:NXPI) with a $400 price target, noting its attractive valuation with a P/E of 19.4x and a PEG ratio of 0.49. The firm sees absolute upside across the semiconductor sector and ranks NXP Semiconductors as its second preference among leading companies like Analog Devices, Microchip Technology, Texas Instruments, and ON Semiconductor. This reaffirmation comes amidst mixed analyst sentiment following NXP's strong Q2 results, with some firms raising price targets due to automotive growth and others downgrading due to inventory risks and limited AI exposure.
Cantor Fitzgerald reiterates NXP Semiconductors stock rating at $400
Cantor Fitzgerald reiterated an Overweight rating on NXP Semiconductors NV (NASDAQ:NXPI) with a $400.00 price target, highlighting the stock's attractive valuation relative to growth and its position among other semiconductor companies. The firm sees absolute upside across the semiconductor sector, with NXP Semiconductors ranking second in its preference order. This comes after NXP reported strong Q2 results, though some analysts have expressed concerns about potential inventory risks and AI exposure.
Wells Fargo cuts ON Semiconductor stock price target on valuation
Wells Fargo has lowered its price target for ON Semiconductor (NASDAQ:ON) to $95 from $110, while maintaining an Overweight rating. The firm cited recent share performance creating an interesting risk-reward scenario ahead of the company's analyst day and expects strong revenue growth and EPS by 2030. Despite a 40% stock decline since an acquisition announcement, analyst sentiment is mixed, with 23 analysts revising earnings upwards.
