2026-10-02 Capital Bull
onsemi revises Synaptics acquisition to all-cash $123/share Deal reduced to ~$5.7B, expected to be immediately accretive to non-GAAP EPS
D1 +6.0% · +5d -8.7%
› 2 waves of this story2026-10-02 Deal cut to $5.7B, ~$1.3B below June terms; expected immediately accretive2026-10-02 Deal reduced to ~$5.7B, expected to be immediately accretive to non-GAAP EPS2026-10-02 8-K filing
8-K: Item 1.01, Item 8.01, Item 9.01 D1 +6.0% · +5d -8.7%
10 earlier events › 2026-09-23 Analyst Bull
ON Semiconductor Initiated Buy at Seaport Global, PT $100 Seaport cites improving cycle and autos/industrial demand rebound, sees 55% upside
D1 +0.7% · +5d +3.7%
2026-09-16 → 09-17 Company
ON Semi Targets $2.5B AI Data-Center Revenue, Sets 2030 Goals Company outlines AI data-center and Physical AI focus, sets long-term margin goals
D1 -9.0% · +5d +11.3%
› 2 waves of this story2026-09-16 Company announcements target AI-era power solutions; analyst day draws attention2026-09-17 Company outlines AI data-center and Physical AI focus, sets long-term margin goals2026-08-13 8-K filing
8-K: Item 8.01 D1 -2.1% · +5d -8.4%
2026-08-04 → 08-05 Earnings Bull
onsemi posts $1.604 billion revenue and $0.74 EPS, guides Q3 revenue up to $1.75 billion Multiple sources confirm Q2 beat, AI data center outlook more than doubles for 2026, strong Q3 guide.
D1 +0.5% · +5d +0.4%
2026-08-03 → 08-04 Earnings
ON Semiconductor Reports Earnings This Week, High Market Attention Q2 rev $1.604B beat, EPS $0.74, Q3 guide above est
D1 -1.5% · +5d -0.8%
› 2 waves of this story2026-08-03 Multiple independent sources confirm ON's earnings release this week (starting Aug 3), marking a key event.2026-08-04 Q2 rev $1.604B beat, EPS $0.74, Q3 guide above est2026-08-03 8-K filing
8-K: Item 2.02, Item 9.01 D1 -1.5% · +5d -0.8%
2026-08-03 Earnings
Earnings report Q2 营收 $1.6B，非GAAP毛利率 39.3%，非GAAP EPS $0.74，均超指引中点。
D1 -1.5% · +5d -0.8%
2026-07-17 Capital Bull
ON Semi Announces $7B AI Deal to Expand Connected Compute Management expects synergies and earnings accretion within 18 months, marking a shift from power-sensing to connected compute.
D1 -0.9% · +5d -0.6%
2026-07-16 Earnings
ON Semi Schedules Q2 Earnings Release for Aug 3 Company plans to report Q2 results (ended July 3) after market close on Aug 3, 2026.
D1 -4.8% · +5d +2.3%
2026-06-25 8-K filing
8-K: Item 1.01, Item 8.01, Item 9.01 D1 +2.6% · +5d -23.2%
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