Posts on ON

Latest ideas and analyses related to ON Semiconductor Corporation Common Stock

You may also enter '* TRADES' to see all trade recommendations, '* QUESTIONS' to see all questions, and '* COMMENTS' to see all comments.
ON

+37 pts



$ON Raise PT On Beat / Raise, SiC Committed Sales Grow to $4BN from $1BN

By josiebe on Aug. 2, 2022, 2:39 p.m.
Tagged topics: beat and raise

Views: 18, Votes: 6, Responses: 0, Attachments: 1
ON , US Macro

+31 pts



2Q22 First Take

By P on Aug. 1, 2022, 7:31 p.m.
Tagged topics: semiconductors

Views: 7, Votes: 2, Responses: 0, Attachments: 1
NXPI , ON , REE , CRNC , TSP , VLDR , OTMO , WEJO

+34 pts



6th Annual Auto Tech Day - Electrification and Advanced Safety Go Hand In Hand

By labjordan on June 13, 2022, 1:11 p.m.
Tagged topics: electric vehicles

Views: 16, Votes: 2, Responses: 0, Attachments: 1
ADI , NXPI , ON , TXN , ST , TEL , APH , MCHP , MRVL

+38 pts



Mid-year outlook: expect solid numbers to continue near term but adding 2023 headwinds to the models

By bbern3 on June 10, 2022, 12:08 p.m.
Tagged topics: macro pressures

Views: 130, Votes: 5, Responses: 0, Attachments: 1
AVGO , MRVL , MXL , NXPI , ON , QCOM

+48 pts



Checks indicate semiconductor supplies normalizing for the first time since pandemic

By cassie on June 6, 2022, 12:57 p.m.
Tagged topics: semiconductors , easing supply

Views: 176, Votes: 10, Responses: 1, Attachments: 1
ON

+37 pts



$ON Management meeting takeaways: ongoing transformation to drive through-cycle margin expansion

By ethonomics on June 2, 2022, 4:54 p.m.
Tagged topics: non deal roadshow

Views: 22, Votes: 4, Responses: 1, Attachments: 1
SWKS , QRVO , QCOM , NVDA , AMD , MRVL , MPWR , INTC , MCHP , ADI , MU , NXPI , ON , TXN

+38 pts



What did you learn during earnings?

By bbern3 on May 19, 2022, 12:17 p.m.
Tagged topics: analyst checks

Views: 44, Votes: 4, Responses: 0, Attachments: 1
AVGO , MRVL , ON , QCOM , AMBA , AMD , GFS , INDI , MPWR , MXL , NVTS , NXPI

+46 pts



Semiconductors - waiting for the world to change, which appears unlikely near term

By junkfoodlover on April 20, 2022, 11:40 a.m.
Tagged topics: earnings preview

Views: 190, Votes: 5, Responses: 0, Attachments: 1
ADI , AAPL , AMD , AVGO , GFS , INTC , MCHP , MPWR , MRVL , MTSI , MU , NVDA , ON , QCOM , QRVO , SITM , SWKS , TXN

+45 pts



Semiconductors - Investor focus should shift toward names with strong secular trends and more muted cyclical exposure

By bbern3 on April 18, 2022, 10:46 a.m.
Tagged topics: investor sentiments

Views: 51, Votes: 4, Responses: 1, Attachments: 1
TSLA , ON , XPEV

+33 pts



2022 China Semi Expert Series - CIS for Auto

By realjoe on April 11, 2022, 12:22 p.m.
Tagged topics: electric vehicles

Views: 38, Votes: 3, Responses: 0, Attachments: 1
AVGO , INTC , ADI , TXN , NVDA , AMD , MRVL , ON

+50 pts



Semiconductors - overall sentiment is bearish, but evolving

By phenphen on April 11, 2022, 11:51 a.m.
Tagged topics: investor sentiments

Views: 83, Votes: 6, Responses: 1, Attachments: 1
MRVL , AVGO , ON , TER , ASML

+16 pts



Currently there is a divide between investors' outlook on future semi demand versus management's sentiment. Institutional investors think that we are entering into a late...

By marschenntdeb729bd97b0413b on April 6, 2022, 3:14 a.m.
Tagged topics: investor sentiments

Views: 21, Votes: 6, Responses: 0, Attachments: 0
ASML , TER , MRVL , AVGO , ON

+52 pts



Semi Sentiment - Investors are Bearish and Want to See Estimate Cuts

By junkfoodlover on April 5, 2022, 3:23 p.m.
Tagged topics: investor sentiments

Views: 63, Votes: 6, Responses: 2, Attachments: 1
ADI , AVGO , CRDO , MRVL , ON , PI , KLAC , MCHP , QRVO , TER , INTC , TXN , AVT , COHU , AMD

+52 pts



Analysts cut estimates across semiconductors on a more challenging macro backdrop

By ethonomics on March 28, 2022, 12:28 p.m.
Tagged topics: analyst lowers estimates , deep dive , analyst downgrade

Views: 227, Votes: 5, Responses: 0, Attachments: 1
QCOM , ADI , QRVO , SWKS , AMD , NVDA , MRVL , MPWR , INTC , MCHP , NXPI , ON , AVGO , TXN

+60 pts



Semiconductors - current valuations imply investors are expecting downside to consensus estimates

By bbern3 on March 22, 2022, 10:42 a.m.
Tagged topics: analyst checks

Views: 228, Votes: 9, Responses: 2, Attachments: 1
NVDA , AMD , MRVL , MCHP , ADI , ON , GFS , KLAC

+46 pts



Playbook during peaking process: trade-down in front of earnings, and trade-up during conference season

By bbern3 on March 7, 2022, 3:30 p.m.
Tagged topics: semiconductors , trade ideas

Views: 182, Votes: 5, Responses: 1, Attachments: 1
ON

+31 pts



$ON : C4Q/C1Q Well ABOVE – 1 Part Cyclical, 2 Parts Structural… For Now

By KHUN on Feb. 12, 2022, 2:48 a.m.
Tagged topics: analyst downgrade

Views: 25, Votes: 1, Responses: 0, Attachments: 1
ON

+33 pts



$ON - Significant beat/raise on strong margin execution but multi-year transformation still in its early phase

By ethonomics on Feb. 8, 2022, 4:34 p.m.
Tagged topics: earnings results

Views: 25, Votes: 4, Responses: 0, Attachments: 1
NVDA , AMD , MCHP , MRVL , LRCX , NXPI , ON

+46 pts



Semis have entered the peaking process, which analysts expect to have wild swings

By bbern3 on Jan. 31, 2022, 4:14 p.m.
Tagged topics: semiconductors

Views: 219, Votes: 4, Responses: 1, Attachments: 1
ADI , ON

+35 pts



$ADI $ON - bullish on accelerating EV adoption

By ethonomics on Jan. 10, 2022, 12:13 p.m.
Tagged topics: electric vehicles , analyst raises estimates

Views: 182, Votes: 5, Responses: 0, Attachments: 1