ONSemiconductors
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Get what investors say about ON next
Follow ON free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Who said what, and what ON did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about ON
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2023-04-17 | Halftime Committee MemberUnnamed member, CNBC Halftime Report investment committee | Neutral | CNBC Halftime Committee | ON Semiconductor's valuation multiple is too elevated to justify entry even though auto semiconductor demand… |
Last reports
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 2 Nov 2026 | after the close | 0.90 vs 0.90 | — |
Notable options days
Sessions in the last 120 where ON’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 8 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-11-02 | ||||||
| 2026-10-02 | ||||||
| 2026-09-16 | ||||||
| 2026-09-11 | ||||||
| 2026-09-10 | ||||||
| 2026-06-29 | ||||||
| 2026-06-26 | ||||||
| 2026-05-13 |
ON on the Wheel
ON passed our 1-month put test (30-delta put, 30–45 days, sold at the bid, bought back at half the credit), 2016–2026.
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Decision support, not advice · questions put sellers ask us
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