ON Semiconductor Corporation Stock News

ON Semiconductor Corporation (NASDAQ:ON ) Deutsche Bank 2025 Technology Conference August 28, 2025 1:15 PM ET Company Participants Hassane S. El-Khoury - President, CEO & Director Thad Trent - Executive VP, CFO, Treasurer & Principal Accounting Officer Conference Call Participants Ross Clark Seymore - Deutsche Bank AG, Research Division Ross Clark Seymore All right, everybody.

Many growth stocks are valued for what they could one day become rather than where they are today. So, building an investment thesis in a growth stock inherently requires patience.

ON Semiconductor (ON -1.03%) and Navitas Semiconductor (NASDAQ: NVTS) were both named as companies Nvidia is partnering with to develop the next generation of data centers. Navitas is a loss-making company that isn't likely to be profitable until 2027, andng company trading at a very attractive valuation.

ON Semiconductor Corporation faces persistent margin pressure and underwhelming results despite recent sector-driven volatility and rallies. Q2 earnings results and guidance were largely in line with low expectations, with no meaningful near-term automotive rebound expected. Valuation has deteriorated significantly, with 2027 targets now appearing unachievable and fair value estimates dropping ...

Nasdaq 100 climbs as softer CPI boosts Fed rate cut bets. Tech leaders ON Semiconductor, Microchip, and NXP drive gains across US stock indices.

The technology sector crashed through the first three months of 2025, but has experienced a ferocious recovery since early April. That recent rally has left many tech stocks either fully valued or overvalued.

ON Semiconductor Corporation (NASDAQ:ON ) KeyBanc Technology Leadership Forum Conference Call August 11, 2025 12:00 PM ET Company Participants Hassane S. El-Khoury - President, CEO & Director Thad Trent - Executive VP, CFO, Treasurer & Principal Accounting Officer Conference Call Participants John Nguyen Vinh - KeyBanc Capital Markets Inc., Research Division John Nguyen Vinh Okay.

ON Semiconductor is leveraging silicon carbide technology, strategic partnerships, US manufacturing strength, and favourable tariff policies to expand in EVs and AI data centres, with technical and financial indicators pointing to strong long-term growth potential.