/ON

ON Semiconductor Corp

ON

$76.14USD↑+8.51%+5.97 today

MARKET CAP

29.6B

P/E (TTM)

54.4x

FWD P/E

—

DAY RANGE

$70 – $76

52W RANGE

$45

$135

AI Summary

Stalk

TrimMedium

ON remains entrenched in a post-parabola collapse downtrend, with lower highs and lower lows confirming a Stage 4 bearish structure. Short-term price action has failed to reclaim the 20EMA and 50DMA, offering no clear entry trigger for shorts, so exposure should be trimmed on any rally into those moving-average resistance zones.

↑Q2 revenue $1.6B (+9% YoY); AI Data Center revenue expected to double in 2026.
↑Non-GAAP gross margin expanded 80bps to 39.3% via cost and efficiency gains.
↓Weak profitability factors highlight difficulty converting sales into sustainable earnings.

Full analysis →

Buying

15

institutions

Selling

4

institutions

New Positions

2

this quarter

Filing Period

Q1 2026

latest 13-F

13-F Holdings

Institution↕	Action↕	Shares Held↕	Value↓	Change↕	Chg %↕	Weight↕
BI Blackrock, Inc. Q2 2026	BUY	40.98 M	3.87 B	+1.07 M	+56.8%	0.06%
JH Janus Henderson Group Plc Q1 2026	BUY	27.40 M	1.70 B	+15.05 M	+153.6%	0.41%
JC Jpmorgan Chase & Co Q2 2026	SELL	10.13 M	897.15 M	+-5.98 M	+0.1%	0.05%
CA Citadel Advisors LLC Q2 2026	BUY	4.94 M	467.21 M	+3.17 M	+326.6%	0.05%
BA Balyasny Asset Management L.P. Q2 2026	BUY	1.80 M	170.18 M	+1.79 M	+45022.2%	0.22%
PA Point72 Asset Management, L.P. Q2 2026	BUY	1.74 M	164.26 M	+1.67 M	+4064.5%	0.19%
CP California Public Employees Retirement System Q2 2026	BUY	1.34 M	126.89 M	+658.35 K	+199.7%	0.07%
MM Millennium Management LLC Q2 2026	BUY	1.20 M	113.77 M	+524.59 K	+170.7%	0.04%
MG Man Group Plc Q2 2026	BUY	686.95 K	64.94 M	+437.42 K	+320.3%	0.11%
AC Aqr Capital Management LLC Q2 2026	BUY	628.55 K	59.42 M	+220.06 K	+146.1%	0.02%
RT Renaissance Technologies LLC Q2 2026	BUYNEW	248.20 K	23.46 M	+248.20 K	+0.0%	0.03%
SF Soros Fund Management LLC Q2 2026	BUYNEW	228.02 K	21.56 M	+228.02 K	+0.0%	0.33%
WP Woodline Partners LP Q2 2026	BUY	207.07 K	19.58 M	+175.69 K	+907.3%	0.06%
BA Bridgewater Associates, LP Q2 2026	BUY	58.38 K	5.52 M	+38.36 K	+345.3%	0.02%
BH Brevan Howard Capital Management LP Q2 2026	BUY	55.88 K	5.28 M	+25.32 K	+179.1%	0.04%
RC Rockefeller Capital Management L.P. Q2 2026	BUY	15.66 K	1.48 M	+2.24 K	+78.2%	0.00%
SH Sachem Head Capital Management LP Q2 2026	SELL	0.00	0.00	+-1.95 M	-100.0%	0.00%
VI Voloridge Investment Management, LLC Q2 2026	SELL	0.00	0.00	+-1.09 M	-100.0%	0.00%
GM Grantham, Mayo, Van Otterloo & Co. LLC Q2 2026	SELL	0.00	0.00	+-152.18 K	-100.0%	0.00%