Go to the list of all blogs
M. Benett's Avatar
published in Blogs
May 21, 2026
onsemi (ON) Stock Climbs +25% in 30 Days on EV and AI Momentum

onsemi (ON) Stock Climbs +25% in 30 Days on EV and AI Momentum

Key Takeaways

  • onsemi stock rose approximately 25% over the past 30 days, driven primarily by strong demand for power semiconductors in electric vehicles and AI infrastructure.
  • Over the past quarter, the stock advanced more than 55%, reflecting a broader recovery in the semiconductor sector and multiple positive catalysts.
  • First-quarter 2026 results exceeded expectations with revenue of $1.51 billion and non-GAAP EPS of $0.64, accompanied by $346 million in share repurchases.
  • Expanded partnerships for EliteSiC technology with major EV makers and analyst upgrades fueled investor enthusiasm.
  • Macro tailwinds from AI data-center buildouts and automotive electrification provided sustained support for price movement.

onsemi (ON) Company Overview and Market Position

onsemi stands out as a leading provider of intelligent power and sensing technologies. The company designs and manufactures power management semiconductors, image sensors, and silicon carbide (SiC) solutions primarily for automotive, industrial, and cloud markets. Its business model centers on high-margin, mission-critical components that improve energy efficiency in electric vehicles, renewable energy systems, and data centers. In my view, this positioning as a key player in the power semiconductor space allows onsemi to benefit directly from the structural growth in electrification and artificial intelligence, which helps explain the recent strength in its share price.

onsemi (ON) Stock Price Performance Over the Last 30 Days and Quarter

Over the last 30 days, onsemi shares climbed roughly 25%, moving from approximately $86.91 to around $108.70. The advance came with some volatility, especially on days when volume picked up following positive news. Over the full quarter, the stock rose more than 55% from levels near $69, showing steady upward momentum as the sector rotated into power and analog chips. Both periods reflected consistent buying interest rather than sideways trading, which points to improving fundamentals and favorable market sentiment.

Key Drivers Behind the 30-Day Move in onsemi Stock

The main catalyst came from onsemi’s expanded use of its EliteSiC high-voltage power technology in next-generation 900-volt EV platforms with Geely and NIO. These partnerships underscored the revenue potential in fast-charging architectures and prompted immediate investor interest. First-quarter 2026 earnings, released in early May, beat consensus with $1.51 billion in revenue and $0.64 non-GAAP EPS, while the company authorized substantial share repurchases. Analyst upgrades, including a new $130 price target from Mizuho, added further lift. Broader semiconductor strength tied to AI infrastructure spending and automotive electrification also contributed, with trading volume spiking on several sessions as institutions moved into power-device suppliers. I also checked this using Tickeron’s AI Screener to see how the stock compares to others in the industry.

Drivers of Performance Across the Full Quarter

Over the quarter as a whole, sustained demand for power semiconductors amid accelerating EV adoption and AI data-center expansion formed the central theme. onsemi’s focus on silicon carbide devices helped it capture market share in high-growth segments, while improving automotive and industrial order trends suggested the cyclical downturn was ending. Macro conditions, including lower interest-rate expectations and robust technology capital spending, supported valuation multiples. Institutional accumulation picked up as coverage emphasized onsemi’s leverage to these structural growth themes, resulting in cumulative gains exceeding 55%.

AI-Powered Trading Insights I Find Useful

One resource I turn to for additional perspective is Tickeron’s Trending AI Robots page. It highlights a selection of high-performing artificial intelligence trading bots that operate across thousands of tickers. While Tickeron offers hundreds of AI trading bots with different strategies and timeframes, only the top-performing and most relevant ones appear based on live performance metrics. Investors can review detailed strategy descriptions, historical results, and risk parameters for each bot. I find it helpful to explore the full collection of Trending AI Robots to consider automated approaches suited to current market conditions.

What to Watch Next for onsemi Stock

Investors should monitor onsemi’s second-quarter 2026 earnings report for updates on revenue guidance between $1.535 billion and $1.635 billion and non-GAAP EPS between $0.65 and $0.77. Continued progress on silicon carbide design wins in electric vehicles and industrial applications will remain important. Broader semiconductor industry trends, interest-rate movements, and regulatory developments affecting supply chains also warrant attention. Potential risks include shifts in EV production schedules or changes in AI capital expenditure by major technology companies.

Disclaimer

The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.

Disclaimers and Limitations

Related Ticker: ON

ON in downward trend: price dove below 50-day moving average on June 26, 2026

ON moved below its 50-day moving average on June 26, 2026 date and that indicates a change from an upward trend to a downward trend. In of 52 similar past instances, the stock price decreased further within the following month. The odds of a continued downward trend are .

Price Prediction Chart

Technical Analysis (Indicators)

Bearish Trend Analysis

The 10-day RSI Indicator for ON moved out of overbought territory on June 05, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 31 similar instances where the indicator moved out of overbought territory. In of the 31 cases, the stock moved lower in the following days. This puts the odds of a move lower at .

The Momentum Indicator moved below the 0 level on June 26, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on ON as a result. In of 91 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are .

The Moving Average Convergence Divergence Histogram (MACD) for ON turned negative on June 05, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 58 similar instances when the indicator turned negative. In of the 58 cases the stock turned lower in the days that followed. This puts the odds of success at .

Following a 3-day decline, the stock is projected to fall further. Considering past instances where ON declined for three days, the price rose further in of 62 cases within the following month. The odds of a continued downward trend are .

Bullish Trend Analysis

The Stochastic Oscillator is in the oversold zone. Keep an eye out for a move up in the foreseeable future.

Following a +1 3-day Advance, the price is estimated to grow further. Considering data from situations where ON advanced for three days, in of 311 cases, the price rose further within the following month. The odds of a continued upward trend are .

ON may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.

The Aroon Indicator entered an Uptrend today. In of 238 cases where ON Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are .

Fundamental Analysis (Ratings)

The Tickeron PE Growth Rating for this company is (best 1 - 100 worst), pointing to outstanding earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.

The Tickeron Price Growth Rating for this company is (best 1 - 100 worst), indicating steady price growth. ON’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.

The Tickeron Seasonality Score of (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.

The Tickeron Profit vs. Risk Rating rating for this company is (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 65, placing this stock slightly better than average.

The Tickeron Valuation Rating of (best 1 - 100 worst) indicates that the company is fair valued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (7.003) is normal, around the industry mean (21.579). P/E Ratio (96.728) is within average values for comparable stocks, (328.644). Projected Growth (PEG Ratio) (0.435) is also within normal values, averaging (2.068). ON has a moderately low Dividend Yield (0.000) as compared to the industry average of (0.013). P/S Ratio (8.787) is also within normal values, averaging (60.360).

The Tickeron SMR rating for this company is (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM), Broadcom Inc. (NASDAQ:AVGO), Micron Technology (NASDAQ:MU), Advanced Micro Devices (NASDAQ:AMD), Intel Corp (NASDAQ:INTC), Texas Instruments (NASDAQ:TXN), Marvell Technology (NASDAQ:MRVL), QUALCOMM (NASDAQ:QCOM), Analog Devices (NASDAQ:ADI).

Industry description

The semiconductor industry manufacturers all chip-related products, including research and development. These chips are used in innumerable electronic devices, including computers, cell phones, smartphones, and GPSs. Intel Corporation, NVIDIA Corp., and Broadcomm are some of the prominent players in this industry. Semiconductor companies usually tend to do well during periods of healthy economic growth, thereby inducing further research and development in the industry – which in turn augurs well for productivity and growth in the economy. In the near future, demand for semiconductor products (and possibly innovation within the segment) should only expand further, with the proliferation of 5G, autonomous vehicles, IoT, and various AI-driven electronics set to herald a new, advanced chapter in the technology-driven world as we know it. With burgeoning prospects comes great competition. In 2015, SIA estimated that U.S. semiconductor industry ranks as the second most competitive U.S. industry out of 2882 U.S. industries designated manufacturers by the U.S. Census Bureau.

Market Cap

The average market capitalization across the Semiconductors Industry is 188.4B. The market cap for tickers in the group ranges from 13.43K to 4.66T. NVDA holds the highest valuation in this group at 4.66T. The lowest valued company is CYBL at 13.43K.

High and low price notable news

The average weekly price growth across all stocks in the Semiconductors Industry was -11%. For the same Industry, the average monthly price growth was -10%, and the average quarterly price growth was 83%. MXL experienced the highest price growth at 8%, while NVTS experienced the biggest fall at -28%.

Volume

The average weekly volume growth across all stocks in the Semiconductors Industry was -28%. For the same stocks of the Industry, the average monthly volume growth was 22% and the average quarterly volume growth was 202%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 63
P/E Growth Rating: 44
Price Growth Rating: 42
SMR Rating: 76
Profit Risk Rating: 64
Seasonality Score: 21 (-100 ... +100)
View a ticker or compare two or three
ON
Daily Signal:
Gain/Loss:
Interact to see
Advertisement
A.I.Advisor
published price charts
Last 5 trading days
A.I. Advisor
published General Information

General Information

a manufacturer of semiconductors

Industry Semiconductors

Profile
Details
Industry
Semiconductors
Address
5701 North Pima Road
Phone
+1 602 244-6600
Employees
22670
Web
https://www.onsemi.com
Interact to see
Advertisement
In the ever-shifting healthcare sector, CVS Health (CVS) and UnitedHealth Group (UNH) represent two powerhouse approaches: CVS as a retail pharmacy giant with integrated insurance and services, and UNH as a leading health insurer with diversified operations.
In the competitive retail landscape, American Eagle Outfitters (NYSE: AEO) is showing signs of robust upward potential as it navigates a strong 2025 performance.
In the dynamic world of satellite communications and broadband services, EchoStar Corporation (NASDAQ: SATS) has captured investor attention with a notable technical breakthrough. On December 8, 2025, the stock's 10-day moving average crossed above its 50-day moving average, signaling the onset of a bullish upward trend.
In an era where global investors demand instant access to markets, major players in the financial world are racing to extend trading hours beyond the traditional 9:30 a.m. to 4 p.m. ET window. This push is driven by surging foreign holdings of U.S. equities, which hit $17 trillion last year, and the growing appetite for nonstop trading in a 24/7 digital economy.
In the resilient gold mining sector, IAMGOLD Corporation (NYSE: IAG) has demonstrated an extraordinary uptrend throughout 2025, capitalizing on rising gold prices and operational milestones.
Within the rapidly evolving automotive retail landscape, Carvana Co. (NYSE: CVNA) has emerged as one of 2025’s standout performers. Once viewed as a highly volatile name, the company has transformed into a market leader as demand for online vehicle purchasing accelerates
Microsoft (MSFT) emerges as the AI-favored stock in 2025, outperforming Apple (AAPL) with a 16% year-to-date gain, compared to Apple’s 10% rise. The advantage stems from Microsoft’s deeper enterprise AI integration, accelerating cloud growth, and scalable software ecosystem.
ExxonMobil (XOM) emerges as the AI-preferred energy stock in 2025, posting a 10% year-to-date gain compared with Chevron’s (CVX) 2% increase. Stronger upstream production, exposure to high-growth assets, and expanding low-carbon initiatives support XOM’s momentum. Tickeron’s AI models signal continued upside for XOM, while CVX shows signs of overbought conditions and elevated downside risk.
Tesla (TSLA) emerges as the AI-preferred EV stock in 2025, posting a 19% year-to-date gain, while BYD (BYDDY) has declined 82%, reflecting diverging momentum across the global EV market. Tickeron’s AI trading bots indicate strong bullish conditions for TSLA, supported by positive momentum signals, whereas BYDDY shows sustained bearish trends.
Broadcom (AVGO) emerges as the AI-preferred semiconductor stock in 2025, posting a 48% year-to-date gain, compared with 37% for NVIDIA (NVDA), supported by stronger diversification across networking, infrastructure, and custom AI chips.
- Bio-Techne carries a “Moderate Buy” consensus from 13 analysts, with an average price target of $70.58, implying about 15% upside. - Recent positive revisions include TD Cowen (Oct. 14, target raised from $65 to $70, Strong Buy), Evercore ISI (Oct. 7, $60 to $72, Buy), and RBC -
Skyworks Solutions (SWKS) has traded unevenly in recent weeks as investors digest shifting sector dynamics and company-specific guidance. The stock has moved into a consolidation phase following broader semiconductor rotations, with optimism in diversified end markets offset by ongoing pressure in mobile.
Seagate Technology (STX) has emerged as one of the standout performers of 2025, powered by explosive demand for data storage tied to artificial intelligence workloads. As hyperscalers expand cloud and AI infrastructure, Seagate’s high-capacity hard drives have become essential, pushing the stock sharply higher and keeping investor attention firmly locked on upcoming earnings.
Home Depot and Lowe’s are the two dominant players in the home improvement retail space, frequently compared due to their similar product offerings and overlapping customer bases of DIY homeowners and professional contractors. Their performance is closely watched as a barometer for consumer discretionary spending, housing market trends, and interest rate impacts.
Over the past month, Wynn’s share price has been shaped by a combination of analyst actions, expansion-related news, and shifting industry dynamics. The stock reached a 52-week high in early December, supported by positive premarket activity and renewed optimism across consumer-facing sectors.
Visa (V) strengthened its leadership in global payments, advancing AI-driven tools, stablecoin advisory services, and enhanced security offerings in 2025.
Goldman Sachs and Morgan Stanley are leading global investment banks, frequently compared due to their overlapping operations in capital markets, wealth management, and advisory services. Evaluating these stocks side by side helps investors and traders understand differences in risk, growth potential, and revenue drivers amid ongoing macroeconomic shifts, tariff impacts, and a resurgence in deal-making activity.
Equinox Gold (EQX) and Coeur Mining (CDE) are notable players in the precious metals mining sector, focusing on gold and silver production in a market influenced by economic uncertainty, inflation hedges, and global demand. This comparison provides insight for investors tracking commodity trends or seeking safe-haven assets.
Strategic Acquisitions and Expansion: USAR acquired UK-based Less Common Metals, integrating rare earth metal and magnet production to create a comprehensive magnet-to-mine supply chain. Production Acceleration: Construction at the Round Top facility in Texas has been advanced, with commercial production now expected by late 2028—two years ahead of the original schedule.