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ON Semi Amends Synaptics Deal to $123/Share All-Cash
Deal cut to ~$5.7B, expected accretive to non-GAAP EPS; both stocks rally
D1 +14.1% · +5d -1.1%
›2 waves of this story
2026-10-02 Price cut ~$1.3B from original deal; expected to be immediately accretive
2026-10-02 Deal cut to ~$5.7B, expected accretive to non-GAAP EPS; both stocks rally
8-K filing
8-K: Item 1.01, Item 7.01, Item 9.01
D1 +14.1% · +5d -1.1%
8-K filing
8-K: Item 5.02, Item 9.01
D1 -0.3% · +5d -2.6%
8-K filing
8-K: Item 2.02, Item 9.01
D1 +2.0% · +5d +5.1%
EarningsBull
Synaptics Q4 Earnings Beat, EPS $1.23
Beat estimates, up from $1.01 per share a year ago
D1 +2.0% · +5d +5.1%
›2 waves of this story
2026-08-06 Quarterly EPS beat Zacks consensus, up from $1.01 a year ago
2026-08-06 Beat estimates, up from $1.01 per share a year ago
Earnings
Earnings report
D1 +2.0% · +5d +5.1%
CapitalBear
Synaptics Multiple Executives Reduce Holdings
Product chief, strategy officer, CFO and legal officer trimmed thousands of shares in July, mostly for tax withholding, drawing continued attention.
D1 +5.0% · +5d -7.1%
›3 waves of this story
2026-07-21 Product, strategy, and finance executives sold thousands of shares around July 17-20, totaling roughly $700K
2026-07-22 New details on CEO, CFO, CLO disposals totaling ~$718k, continuing the executive selling trend.
2026-07-22 Product chief, strategy officer, CFO and legal officer trimmed thousands of shares in July, mostly for tax withholding, drawing continued attention.
Analyst
2 analyst rating changes (0 up / 2 down)
D1 -3.0% · +5d +1.7%
CapitalBear
ON Semi $7B All-Stock Deal for Synaptics; Shares Down 21%
Market reacts negatively to dilution from all-stock deal; ON shares down over 20%
D1 -3.7% · +5d +2.7%
›2 waves of this story
2026-06-26 SYNA holders get 1.35 ON shares/share, own ~12% of combined co; close mid-2027
2026-06-26 Market reacts negatively to dilution from all-stock deal; ON shares down over 20%
Analyst
3 analyst rating changes (0 up / 3 down)
D1 -3.7% · +5d +2.7%
8-K filing
8-K: Item 1.01, Item 7.01, Item 9.01
D1 -3.5% · +5d -4.9%
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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice
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Event thread
Key events, in time order
13 items
8-K filing
8-K: Item 5.02
D1 -0.3%
Analyst
Wells Fargo downgrades to Equal Weight
D1 +14.1% · +5d -1.1%
CapitalBull
ON Semi Amends Synaptics Deal to $123/Share All-Cash
Deal cut to ~$5.7B, expected accretive to non-GAAP EPS; both stocks rally
D1 +14.1% · +5d -1.1%
›2 waves of this story
2026-10-02 Price cut ~$1.3B from original deal; expected to be immediately accretive
2026-10-02 Deal cut to ~$5.7B, expected accretive to non-GAAP EPS; both stocks rally
8-K filing
8-K: Item 1.01, Item 7.01, Item 9.01
D1 +14.1% · +5d -1.1%
8-K filing
8-K: Item 5.02, Item 9.01
D1 -0.3% · +5d -2.6%
8 earlier events›
8-K filing
8-K: Item 2.02, Item 9.01
D1 +2.0% · +5d +5.1%
EarningsBull
Synaptics Q4 Earnings Beat, EPS $1.23
Beat estimates, up from $1.01 per share a year ago
D1 +2.0% · +5d +5.1%
›2 waves of this story
2026-08-06 Quarterly EPS beat Zacks consensus, up from $1.01 a year ago
2026-08-06 Beat estimates, up from $1.01 per share a year ago
Earnings
Earnings report
D1 +2.0% · +5d +5.1%
CapitalBear
Synaptics Multiple Executives Reduce Holdings
Product chief, strategy officer, CFO and legal officer trimmed thousands of shares in July, mostly for tax withholding, drawing continued attention.
D1 +5.0% · +5d -7.1%
›3 waves of this story
2026-07-21 Product, strategy, and finance executives sold thousands of shares around July 17-20, totaling roughly $700K
2026-07-22 New details on CEO, CFO, CLO disposals totaling ~$718k, continuing the executive selling trend.
2026-07-22 Product chief, strategy officer, CFO and legal officer trimmed thousands of shares in July, mostly for tax withholding, drawing continued attention.
Analyst
2 analyst rating changes (0 up / 2 down)
D1 -3.0% · +5d +1.7%
CapitalBear
ON Semi $7B All-Stock Deal for Synaptics; Shares Down 21%
Market reacts negatively to dilution from all-stock deal; ON shares down over 20%
D1 -3.7% · +5d +2.7%
›2 waves of this story
2026-06-26 SYNA holders get 1.35 ON shares/share, own ~12% of combined co; close mid-2027
2026-06-26 Market reacts negatively to dilution from all-stock deal; ON shares down over 20%
