Market open · Delayed intraday data · 12:23 PM ET
Last update: Jun 29, 2026, 12:01 PM ET

ON Semiconductor Corporation (ON) — What Changed

$89.10-1.55 (-1.71%) today so far
Jun 29, 2026 12:23 PM ET·NASDAQ Global Select·Market Open·CEO: Hassane S. El-Khoury·26,400 employees

ON Semiconductor Corporation operates as a global provider of sophisticated power and sensing solutions. Their cutting-edge power innovations are pivotal in modernizing various sectors: they contribut

🔔Major Change Detected
Market Cap
$34.9B
Sector
Technology
Semiconductors
Next Earnings
Aug 2, 2026
(35 Days)
Relative Volume
0.75x
Below Avg
Risk Level
High
Price Move
-1.71%
1-Day Change
Below 5D Avg: 7.6%
Volume Confirmation
0.75x
vs 30D Average
Below Avg
Catalyst
Earnings Beat
Material / Earnings
onsemi (ON) reported earnings per share of $0.64, beating the consensus…
Peer Context
Underperforming
Top 6 of 6 peers
Sector-Wide Move
Signal Quality
Low
Confidence Score
55/100

BestStocks surfaces only meaningful changes—backed by price, volume, catalysts, and peer context—so you can focus on what matters.

1Event Reaction Chart
Price reaction around a key event
ONON Semiconductor Corporation$89.10-1.55 (-1.71%)
90.47100.80111.14121.48131.81Price (USD)Jun 22Jun 23Jun 24Jun 25Jun 2690.65
Price Move Down·Jun 26, 2026·-23.66% reaction

1. What Changed Since Last Close

V
Price Move DownHighHigh
Jun 26-23.66%2.44x vol

ON Semiconductor fell 23.66% intraday to $90.65 following an all-stock acquisition of Synaptics announced on June 5, 202

F
New FilingMediumMedium
Jun 25+2.59%0.48x vol

onsemi (ON) filed an 8-K on 2026-06-25 with no corresponding stock price movement recorded.

E
Earnings BeatMediumMedium
May 4

onsemi (ON) reported earnings per share of $0.64, beating the consensus estimate of $0.61 by 4.4%. The stock moved highe

E
Earnings BeatMediumMedium
Mar 31

onsemi reported Q earnings per share of $0.64, beating consensus estimates of $0.62 by ~3%. The stock gained 4.1% follow

N
NewsMediumMedium
undefined NaN

Semiconductor sector experiences broad sell-off while software stocks, excluding Palantir, decline.

Showing 5 of 9 events

2. Change Timeline

DateChangePrice Reaction Volume Confidence
Jun 26
VPrice Move Down
-23.66%2.44xHigh
Jun 25
FNew Filing
+2.59%0.48xMedium
May 4
EEarnings Beat
Medium
Mar 31
EEarnings Beat
Medium
undefined NaN
NNews
Medium
undefined NaN
NNews
Medium
undefined NaN
NNews
Medium
Jun 25
VPrice Move Up
+2.59%0.48xMedium
Jun 29
VPrice Move Down
Low
Sort:  

3. Why It Moved

1
Primary Catalyst
Earnings Beat
onsemi (ON) reported earnings per share of $0.64, beating the consensus estimate
2
Supporting Evidence
  • onsemi (ON) reported earnings per share of $0.64, beating the consensu
  • onsemi reported Q earnings per share of $0.64, beating consensus estim
  • ON Semiconductor moved +2.59% from $115.74 to $118.74 on 2026-06-25. W
3
Nature of Move
Sector-Wide Move
ON moved broadly in line with sector peers — consistent with a sector or macro-driven event.

4. Peer / Sector Confirmation

SymbolToday5DRel. Vol
ON-1.71%0.75xLagging
NVDA-1.64%
AMD-2.06%
INTC-3.42%
MU-6.69%
QCOM-7.57%
Sector-Wide Move. Top 6 of 6 peers. ON is underperforming relative to sector peers — consistent with a sector or macro event.

5. SEC Filing Watch

Jun 25High
Material event — review for impact
May 18High
Material event — review for impact
May 12High
Material event — review for impact
May 7High
Material event — review for impact
May 6High
Material event — review for impact
May 4Medium
Quarterly financial results
May 4High
Material event — review for impact
Apr 2Low
Annual proxy — exec compensation & governance
View on SEC EDGAR →Source: filing_snapshots DB · past 120 days

6. Analyst Expectations

Consensus Target
$108.25
Median Target
$113.50
Upside to Target
+21.5%
vs $89.10
Analyst Activity — Last 90 Days
1
Upgrades
25
Maintains
0
Downgrades
Last Directional Actions
↑ Upgrade
B of A Securities · NeutralBuy
Apr 13, 2026
↓ Downgrade
Benchmark · BuyHold
Feb 10, 2026

7. Bull vs Bear Thesis Shift

Bullish Factors
Earnings beat — stock sold off (sell-the-news reaction)
ON Semiconductor moved +2.59% from $115.74 to $118.74 on 202
Bearish Factors
Declined 1.7% despite earnings beat — guidance or outlook concern
Negative session, down 1.7%
ON Semiconductor fell 23.66% intraday to $90.65 following an
ON Semiconductor is down 1.93% intraday to $88.90. The stock
New SEC filing — review for material disclosures
Net Thesis Change vs Yesterday
BearishNeutralBullish
Neutral / Mixed-18 / 100

8. What To Watch Next

DateEventImpact
Aug 3Earnings ReleaseHigh
Confirmed dates from FMP
🔔
9. Set Alerts & Get Notified
Get notified when ON reports earnings, files an 8-K, receives an analyst upgrade, or sees unusual volume.
Earnings alerts
Filing alerts
Volume spikes
Analyst actions

Educational research tool — not personalized investment advice. Data may be delayed.