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ON Semiconductor Corporation (ON) — chart, structure and Closelooknet read

The Closelooknet read

ON Semiconductor designs power and sensing chips across three groups: power devices for converting and switching electricity, analog and mixed-signal parts for power management and connectivity, and image and depth sensors used in automation and robotics. Its customers span automotive, industrial and computing markets, including AI data-centre equipment.

Detail below: the desk's view, the earnings record, peers and the company snapshot; daily prices on the price-history tab. Agents can buy the score depth per call over HTTP 402 — see the catalogue. Research diary readings, not advice.

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Signals for this name

Every Closelooknet reading that exists for ON, from the same nightly bakes the boards use. Research diary readings, not advice.

Versus its index Rubin Build-Out 100 — the name, its sleeve and the index over day, week and month

Versus its index

The name against its Closelooknet index and its own sleeve — equal-weight, nightly closes.

Rubin Build-Out 100 · as of 2026-11-10

DayWeekMonth3 months
ON+0.7%−4.1%−8.4%−16.5%
Power Semiconductors+0.9%−5.0%−11.6%—
Rubin Build-Out 100+1.4%−7.1%−22.2%—

Against the index: 3.0 pts ahead on the week, 13.8 pts ahead on the month; against its Power Semiconductors sleeve 3.2 pts ahead on the month.

Returns from the index workers’ nightly closes; equal-weight sleeves. A relative reading from the research diary, not advice.

Mentioned on Closelooknet 2 pieces · newest: Morning 10, “Rates — the Fed hikes and the 10-year closes above 5%: the belly sold, the relief unwound, chips back under $505” (2026-09-17)

Mentioned on Closelooknet

Where ON appears in the diary — 2 pieces, newest first. Every link is our own writing.

Dailies

Weather around the name 4 macro readings: Money Temperature, Factor regime, Sector × region …

The weather around this name

Macro readings that apply by membership — the regime, the factor tape, the sector cell, the funding backdrop.

  • Money Temperature Composite 48/100 · S&P 500 fund at 51, above its 200-day averageEight instruments scored on position, momentum, volume, volatility and fragility — the regime every name trades inside. Temperature lab → 2026-11-10
  • Factor regime Defensive rotation — low-vol leading, regime-change watchMomentum against low volatility (SPMO / SPLV): below its 50-day trend, 67th percentile of the window, -18.1% over 20 sessions. Factor regime → 2026-11-10
  • Sector × region Technology in US: −4.3% week · −14.0% month · −10.5% quarter · +5.7% yearThe Sector Engine cell this name lives in, from XLK.US; the 11 × 4 matrix shows where its sector is being bought and where it is being sold. Sector Engine → 2026-11-10
  • Sovereign pressure Index -1.67 · down 1.71 over 21 sessionsG7 long-end yields, 10s30s and the slope — the funding weather for every balance sheet on this site. Sovereign pressure → 2026-11-09
How it trades on rate days beta 0.25 to TLT · on the worst bond days it moved with the market

How it trades on rate days

How ON has moved when long-dated Treasury yields rise — measured against TLT, the 20+ year Treasury fund.

  • Beta to long bonds, 1 year 0.25 — shows only a loose link to bond moves for every 1% move in TLT (20+ year Treasuries), ON Semiconductor Corporation moved 0.25% on average · correlation 0.04 · higher than 17% of US names
  • Beta, last 3 months −0.80 less rate-sensitive lately than over the year
  • On the 10 worst bond days −0.48% on average against −0.72% for the S&P 500 the 10 sessions of the past year in which TLT fell most, i.e. long yields rose most
  • Latest of those days +0.72% TLT −1.32% that day 2026-11-10

Daily total returns from the adjusted price series; a TLT down day is a day long yields rose. Beta = the average move of the name for a 1% move in TLT. Past sensitivity, not a forecast. An investment diary, not a recommendation.

Who it is priced against Rubin Build-Out 100 · Power Semiconductors · 7 names with week and year-to-date

Peer group

Rubin Build-Out 100 · Power Semiconductors

Power-management IC, GaN, SiC. Every megawatt the AI build-out adds requires the right power semis underneath.

Compared against ON on the nightly bakes; the Peers tab ranks the cohort on the Closelooknet scores where it exists.

Company snapshot — ON Semiconductor Corporation

ON in five paragraphs: what it makes and sells, where it sits in the Closelooknet stack, who it is priced against, why we track it, what we watch. Research diary, not advice.

What it does
ON Semiconductor designs power and sensing chips across three groups: power devices for converting and switching electricity, analog and mixed-signal parts for power management and connectivity, and image and depth sensors used in automation and robotics. Its customers span automotive, industrial and computing markets, including AI data-centre equipment. The company is based in Scottsdale, Arizona.
Where it sits in the stack
In our Rubin Build-Out 100 index, ON sits in Layer 4, Infrastructure, within the Power Semiconductors sleeve alongside power-management chips, GaN and SiC devices. Every additional megawatt the AI build-out needs must pass through power semiconductors like these, so ON is a supplier the infrastructure layer depends on as capacity scales.
Who it is priced against
Closelooknet's peer group places it with power-semiconductor names under the same sleeve — Texas Instruments, Monolithic Power Systems, STMicroelectronics, Allegro Microsystems and Renesas Electronics — because each supplies the power components the build-out's megawatt growth requires. The market also compares it with Infineon Technologies.
Why Closelooknet tracks it
ON holds a seat in the Rubin Build-Out 100 and carries a Closelooknet score, where capital allocation is its strongest module and momentum its weakest.
What the diary watches
The diary watches whether demand for power conversion in AI data centres offsets weaker momentum elsewhere in ON's chip lines.

ON Semiconductor Corporation (ON) trades on US exchanges, classified under Technology, and sits in Layer 4 of the build-out stack. Constituent of Rubin Build-Out 100.

The Closelooknet company score reads 46/100 composite (momentum 17, quality 44, valuation 49) across 7 modules — the full breakdown, chart structure and analog history load live above.

Written from the company’s public profile and Closelooknet’s own readings, 2026-09-17. Descriptive, refreshed with the registry; corrections welcome via the imprint. closelook.net is an investment research diary — market structure, index membership and scores are our own readings, not investment advice. Related: index compare · sector dispersion · scanner.

The Street on this name 5 analyst actions on the wire · latest: price target by Wells Fargo, 2026-11-03 · last print 2026-11-02

The Street on this name

Analyst actions and the latest print for ON from the Closelooknet wires — third-party opinions on the record, not our readings.

  • Price target Wells Fargo — target 90 Target set to $90 (+28.4% to spot) 2026-11-03
  • Price target B.Riley — target 97 Target set to $97 (+38.4% to spot) 2026-11-03
  • Initiation Seaport Global — at Buy Initiated to Buy 2026-09-22
  • Latest print EPS 0.90 against 0.88 expected — a +2.7% beat 2026-11-02

5 actions on the analyst wire since 2026-08-13: 1 initiation, 4 target changes. Analyst wire → · Earnings wire →

Dividends and capital return no distribution in twelve months · buybacks 1.38 bn USD in FY2025

Dividends and capital return

What ON pays out and buys back — distributions read from the price series, money terms from the filings.

  • Distributions No cash distribution recorded in the price series over the last three years
  • Buybacks, FY2025 1.38 bn USD 4.9% of today's market value
  • Share count −4.8% in FY2025 144 m USD of stock-based compensation in the year
  • Capital returned 1.38 bn USD · 97% of free cash flow dividends and buybacks together, against the year’s free cash flow

Per-share amounts are derived from the adjusted price series in the listing currency, so dates sit within days of the ex-date; filing figures come from the fundamentals feed for the last reported fiscal year. An investment diary, not a recommendation.

FAQ · from the current data · as of 2026-11-11

Quick answers

What is ON Semiconductor Corporation (ON)?

ON Semiconductor Corporation trades as ON on the US exchange (US) and is classified under Technology in the Closelooknet research universe, as of the registry build of 2026-11-11.

Is ON in a Closelooknet index?

Yes — ON Semiconductor Corporation is a constituent of Rubin Build-Out 100, as of 2026-11-11.

What is ON Semiconductor Corporation's Closelooknet composite score?

46 out of 100, with momentum 17, quality 44 and valuation 49 sub-scores, as of 2026-11-11. Scores are Closelooknet's own research readings, not ratings or investment advice.

Where does ON trade against its moving averages?

ON Semiconductor Corporation trades 6.8% below its 50-day and 16.3% below its 200-day moving average (4.8% below its 20-day). As of 2026-11-09 — a technical state from the nightly Closelooknet bake, not advice. The Technical tab carries the full row.

How is ON doing against its Closelooknet index?

Over the past month ON Semiconductor Corporation is −8.4% against −22.2% for the Rubin Build-Out 100 — 13.8 points ahead of its index, as of 2026-11-10. Its Power Semiconductors sleeve is −11.6% over the same month. The “Versus its index” table on this page carries the day, the week and the month for the name, its sleeve and the index.

How does ON Semiconductor Corporation compare with its peers?

Against its peer group (Rubin Build-Out 100 · Power Semiconductors), ON Semiconductor Corporation (ON) sits 48.8% below its 52-week high, 6.8% below its 50-day average; Texas Instruments Incorporated (TXN) is 11.5% below, Monolithic Power Systems Inc (MPWR) is 19.0% below, Vicor Corporation (VICR) is 57.3% below, as of 2026-11-09. Put any of them next to ON in the chart grid (2×1 or 2×2) and the page lays the companies side by side: performance, trend, valuation, margins and our money-flow reading.

How does ON Semiconductor Corporation trade when bond yields rise?

Over the past year ON Semiconductor Corporation had a beta of 0.25 to TLT, the long-dated Treasury fund — it shows only a loose link to bond moves, higher than 17% of US names. On the 10 sessions in which long bonds fell most it moved −0.48% on average, against −0.72% for the S&P 500. As of 2026-11-10; The "How it trades on rate days" block on this page carries the lines.

Where has Closelooknet written about ON Semiconductor Corporation?

ON Semiconductor Corporation appears in 2 Closelooknet pieces as of 2026-11-11, most recently Morning 10: Rates — the Fed hikes and the 10-year closes above 5%: the belly sold, the relief unwound, chips back under $505 (2026-09-17); Morning 10: AI trade — the labs ask for a slowdown: Kospi −3.3%, SoftBank −11%, Nasdaq futures −1.2%, oil back above $106 (2026-09-14). The "Mentioned on Closelooknet" block on this page lists the long reads, the reference entries and the dailies that name it.

What does ON Semiconductor Corporation do?

ON Semiconductor designs power and sensing chips across three groups: power devices for converting and switching electricity, analog and mixed-signal parts for power management and connectivity, and image and depth sensors used in automation and robotics. Its customers span automotive, industrial and computing markets, including AI data-centre equipment. The company is based in Scottsdale, Arizona. Closelooknet's peer group places it with power-semiconductor names under the same sleeve — Texas Instruments, Monolithic Power Systems, STMicroelectronics, Allegro Microsystems and Renesas Electronics — because each supplies the power components the build-out's megawatt growth requires. The market also compares it with Infineon Technologies. (Company snapshot of 2026-09-17.)

Where does ON Semiconductor Corporation sit in the AI build-out?

In our Rubin Build-Out 100 index, ON sits in Layer 4, Infrastructure, within the Power Semiconductors sleeve alongside power-management chips, GaN and SiC devices. Every additional megawatt the AI build-out needs must pass through power semiconductors like these, so ON is a supplier the infrastructure layer depends on as capacity scales. ON holds a seat in the Rubin Build-Out 100 and carries a Closelooknet score, where capital allocation is its strongest module and momentum its weakest. (Company snapshot of 2026-09-17.)

Does ON Semiconductor Corporation pay a dividend?

No cash distribution shows in ON Semiconductor Corporation’s price series over the last three years. In fiscal 2025 the company bought back 1.38 bn USD of its own shares, 97% of that year’s free cash flow. The share count fell 4.8% over the fiscal year. As of 2026-11-10; the "Dividends and capital return" block on this page carries the lines.

What has Wall Street done on ON Semiconductor Corporation recently?

The most recent analyst action on ON Semiconductor Corporation on the Closelooknet wire is a price target by Wells Fargo on 2026-11-03 (target 90). 5 actions on the analyst wire since 2026-08-13: 1 initiation, 4 target changes. Its latest earnings print on the wire, 2026-11-02: EPS 0.90 against 0.88 expected — a +2.7% beat. Analyst actions are third-party opinions recorded by the wire, not Closelooknet readings. The “The Street on this name” block on this page lists the moves; the full feeds are the analyst wire and the earnings wire.

What does this page show?

A live price chart with SMA overlays and drawing tools for ON, performance metrics, index-membership context and the Closelooknet structure read — an investment research diary view, not investment advice.

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Related in the Closelooknet universe

same Closelooknet index seat first, then Semiconductors. Scored names rank on their Closelooknet score; names without one rank on trend state — above or below their 50- and 200-day averages — never on a score they do not carry.