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Merck (MRK) is reportedly in talks to acquire Revolution Medicines (RVMD) for $28-$32 billion or more. This acquisition aims to strengthen MRK's oncology pipeli
Semiconductor stocks start out 2026 with powerful tailwinds in their corner after vastly outperforming in 2025, but these tailwinds have the potential to turn into headwinds. The semiconductor sector continues to do better than most, although lately gains are driven by fewer stocks with many more lagging behind. Artificial intelligence or AI continues to underpin the semiconductor sector, but there are increasingly undesirable developments to be found.
Major stock indexes ended lower Monday, with technology shares leading declines, and precious metals retreated from record highs to commence a holiday-shortened week with no significant corporate earnings on tap.
Evercore ISI has great expectations next year for ON Semiconductor. Onsemi's new product launch and recent acquisition could provide catalysts for the stock in 2026.
GXO is a logistics company that's the future of e-commerce warehousing. Zebra Technologies is a data capture company set for a cyclical recovery, with an AI-driven product upgrade in progress.
Collaboration expands onsemi's power portfolio to include high-performance 650V lateral GaN solutions for AI data centers, automotive, aerospace, and other critical markets Collaboration expands onsemi's power portfolio to include high-performance 650V lateral GaN solutions for AI data centers, automotive, aerospace, and other critical markets
The market may finally be waking up to ON's potentially robust AI-related growth prospects, based on the AI revenue growth that doubled YoY every quarter and FY2025 guidance at $250M. The management also reiterates the ambitious FY2027 guidance, aided by the growing design wins in automotive/renewables/data centers and the continued signs of stabilization in automotive/industry. ON trades at FWD P/E of 23.57x and bull-case 2Y PEG of 0.44x, remaining attractive relative to its peer P/E averages of 27x while supporting further upward re-rating potential.
Brooklyn, New York, Dec. 16, 2025 (GLOBE NEWSWIRE) -- Silberstein & Miklos, P.C., a New York law firm known for its commitment to injury victims throughout the state, is expanding its focus on semi-truck accident cases in the Williamsburg community. With growing concerns about the dangers associated with large commercial vehicles, the firm's dedicated attorneys aim to provide comprehensive representation for individuals harmed in semi-truck accidents, tractor-trailer crashes, and other major roadway collisions. As commercial traffic continues to increase across Brooklyn neighborhoods, the need for experienced litigation support remains critical.
ON Semiconductor (NASDAQ: ON) has transformed itself into a focused power and sensing company centered on silicon carbide, high-voltage power devices, and industrial-grade reliability. Its portfolio is tightly aligned with EV powertrains, industrial automation, energy infrastructure, and datacenter power, areas where efficiency and durability matter far more than commoditized scale.
News Highlights: onsemi and FORVIA HELLA signed a new long-term agreement to adopt onsemi's PowerTrench® T10 MOSFET technology across advanced automotive platforms. T10 power MOSFETs, manufactured at onsemi's state-of-the-art facility in East Fishkill, NY, deliver significant improvements in efficiency, power density, and system cost.
On Semiconductor (ON) is rated Buy, with 25% upside and a $69 price target, supported by operational improvements and a $6B share buyback. Stabilization in automotive and industrial segments, along with recovering inventory and factory utilization, signal a turning point for ON's fundamentals. ON's entry into AI data center power management, including a partnership with Nvidia, adds secular growth potential beyond auto and industrial markets.
Summary: onsemi announced it has signed a memorandum of understanding with Innoscience to explore expanding production of gallium nitride (GaN) power devices using Innoscience's proven 200mm GaN-on-silicon process. The collaboration would combine onsemi's system integration, drivers, and packaging expertise with Innoscience's GaN wafers and high-volume manufacturing leadership in an effort to bring cost-effective, energy-efficient solutions to market faster and accelerate GaN adoption.
ON Semiconductor trades at attractive value multiples despite strong growth potential. The company is investing in share buybacks and has key partnerships in the automotive and AI sectors.
PTC, Trimble, and ON Semiconductor have attractive valuations and growth prospects. AI integration is expected to enhance each company's offerings and future earnings.
In a market environment where many companies are signaling caution, onsemi NASDAQ: ON has made a decisive statement of confidence. The semiconductor sector firm announced on Nov. 18 that its board has authorized a new, upsized $6 billion share repurchase program.
ON Semiconductor (NASDAQ: ON - Get Free Report) announced that its board has initiated a share buyback program on Tuesday, November 18th, RTT News reports. The company plans to repurchase $6.00 billion in outstanding shares. This repurchase authorization permits the semiconductor company to buy up to 32.7% of its shares through open market purchases. Shares repurchase
SCOTTSDALE, Ariz., Nov. 18, 2025 (GLOBE NEWSWIRE) -- onsemi (the “Company”) (Nasdaq: ON) today announced that its Board of Directors has authorized a new share repurchase program of up to $6 billion over the next three years.
ON Semiconductor appears undervalued given its growth prospects and strong free cash flow. AI/data center exposure should be a significant new growth driver for the company.
Nvidia (NVDA) continued to be held by the largest share of U.S. active fund managers in October, with about 76% ownership and quarterly gains in breadth, accord
ON Semiconductor is upgraded to Buy, reflecting solid recent results and signs of recovery after a prolonged automotive downturn. ON's Q3 revenue and earnings surpassed expectations, but guidance remains cautious with limited visibility on a swift margin recovery. AI and datacenter opportunities, including the Vcore Power acquisition, offer potential but are not yet significant growth drivers for ON.