ON Semiconductor Corp.

Company Details:

Company Symbol: ON
Sector: Semiconductors
Company Rating:
URL: http://www.onsemi.com

Related Research

  • 08/08/17 Morning Note B. Riley AM Note: AIRG, CLRO, CTSO, HCHC, III, IIVI, IPHI, ITI, LOV, NCMI, ON, PDVW (transition), PFSW, UFAB
  • 08/07/17 Update ON ($15.10, Buy; $21.00 PT): Solid Sales And GM Execution Pulling In Key Financial Targets; Increase PT To $21.00
  • 07/31/17 Update Semiconductor Week #3 Preview: MCHP, ON And SQNS
  • 07/31/17 Morning Note B. Riley AM Note: AMC, CNK, DRAD, IDSY, IMMR, PRGX, ROG, TNAV, TYPE, UEIC; Internet (ABTL, GRPN, LFGR, WEB, YELP), Semiconductors (MCHP, ON, SQNS), Semi. Cap. Equipment (ACLS, BRKS, CAMT, FORM, KLIC, RTEC)
  • 07/13/17 Morning Note B. Riley AM Note: AMAT, AOSL, FORM, FSNN, HCHC, INTC, KLIC, MCHP, MRVL, NVDA, ON, RGC, SANW, SMTC, SWKS
  • 06/16/17 Morning Note B. Riley AM Note: ACLS, ADI, AOSL, FNSR, ON
  • 06/13/17 Morning Note B. Riley AM Note: AOSL, APPS, AVGO, IMAX, INTC, IVAC, JCP, JIVE (discontinuation), MRVL, ON
  • 06/12/17 Morning Note B. Riley AM Note: BRKS, CHKE, DCO, DHX.B, KTOS, MPAA, ON; Semi. Cap. Equipment & Semiconductors (ADI, AMAT, AVGO, BRKS, CAMT, INTC, KLAC, LRCX, MRVL, MCHP, NVDA, ON)
  • 06/12/17 Update Industry Update - Semiconductors And Semiconductor Capital Equipment: Further Profit Taking Could Follow Steep SOX Pull-Back, But Some Attractive Entry Opportunities Already Exist (ADI, AMAT, AVGO, BRKS, CAMT, INTC, KLAC, LRCX, MRVL, MCHP, NVDA, ON)
  • 06/12/17 Update ON ($16.10, Buy; $18.00 PT): Reinvigorated Confidence $2.00 In 2020 EPS Is Possible; Pull-Back An Entry Oppty, Buy
  • 05/12/17 Morning Note B. Riley AM Note: AOSL, CHKE, CYTX, DCO, DKS, FL, HIBB, IDCC, INPX (downgrade), INTC, MCFT, MRVL, ON, RELY, UFAB, VIVE, WYY
  • 05/09/17 Morning Note B. Riley AM Note: AMC, ARTX, CTSO, EXAR, FN, HCHC, INPX, NVRO (downgrade), ON, P, PFSW, PODD, RLH, SANW, STMP, TYL
  • 05/08/17 Update ON ($14.23, Buy; $18.00 PT): Solid Sales And GM Execution But OpEx A Little Higher Near Term; PT Remains $18.00
  • 05/01/17 Morning Note B. Riley AM Note: AMC, DHX, DRAD, IDCC, NLS, PCOM, RNWK, SIMO, TYPE (downgrade), VFC, VIAV, VNCE; Internet (ABTL, AKAM, BCOV, GDDY, GRPN, LFGR, RUBI, WEB), Semiconductors (AOSL, ON, SQNS), Semi. Cap. Equipment (ACLS, FORM, KLIC)
  • 05/01/17 Update Industry Update - Semiconductor Week #4 Preview: SQNS, AOSL, And ON
  • 04/25/17 Morning Note B. Riley AM Note: COLM, DLB, DMRC, LLNW, SUP, UAA, VFC; Marine (BC, HZO, MBUU, MCFT, MPX, WMAR), Semiconductors (ADI, EXAR, INTC, MCHP, MRVL, MXIM, NLST, ON, SLAB, SMTC, SQNS, TXN)
  • 04/05/17 Update Industry Update - Semiconductors: Summarizing 1Q17’s Fundamental and Stock Backdrop As Preview Season Approaches (MCHP, MRVL, ON, SMTC, SWKS)
  • 04/05/17 Morning Note B. Riley AM Note: ACIA (initiation), AUXO, GDDY, YELP; Semiconductors (MCHP, MRVL, ON, SMTC, SWKS)
  • 03/27/17 Morning Note B. Riley AM Note: FINL, LGF.A, MCHP, NVDA, ON, SLAB, SMTC; EMS (BELFB, BHE, CLS, CTS, FLEX, IEC, JBL, KTCC, KE, PLXS, SANM, SPA), Exhibitors (AMC, CNK, IMAX, MCS, RDI, RGC), Optical Components (AXTI, CIEN, FN, FNSR, IIVI, IPHI, LITE, NPTN, OCLR)
  • 03/14/17 Morning Note B. Riley AM Note: CVRS, INTC, IPAR, IVAC, NLS, NVDA, ON, PFSW, PRMW, RDI, RELY, TLYS, VVI
  • 03/13/17 Morning Note B. Riley AM Note: AMC, AOSL, ARTX, AVGO, CSGP, FTD, GCO, GSM, HDSN, HIBB, IMAX, INTC, IPAR, KIRK (upgrade), LLTC (discontinuation), MRVL NCMI, ON, RUBI, SIX, SWKS, TST; Boardsport (DECK, NKE, VFC), Exhibitors (AMC, CNK, IMAX, MCS, RDI, RGC), Footwear
  • 03/13/17 Update ON ($15.22, Buy; $18.00 PT): Fairchild Era Kicks Off With Robust Financial Targets; PT Is $18.00, Has Upside Potential
  • 02/27/17 Morning Note B. Riley AM Note: CROX, DRAD, FL, IDSY, IMMR, JCP (downgrade), NTRI, NWL, PRGO, PRGX, SHOO (upgrade), SQNS, TREC; Internet (NAME, XOXO), Semiconductors (AVGO, MRVL, NLST, ON, SLAB, SMTC)
  • 02/27/17 Update Industry Update: Semi Sector Off-Cycle Result And A-Day Preview: AVGO, MRVL, SLAB, NLST, SMTC & ON
  • 02/14/17 Morning Note B. Riley AM Note: COHU, CSOD, GUID, HIBB, ON, VNCE, XCRA
  • 02/13/17 Update ON ($15.03, Buy; $18.00 PT): Solid Print and Guide A Promising Start To The Fairchild Era. Increase Ests, PT To $18.00
  • 02/06/17 Update Industry Update: Semiconductors Week #4 Preview: MCHP, AOSL, NVDA, And ON, Plus INTC A-Day And TXN Cap Mgt
  • 02/06/17 Morning Note B. Riley AM Note: AVGO, CLX, IPHI, KIRK, SBH, SWKS, TUES, VSAT; Internet (AKAM, APPS, LLNW, P, WEB, YELP), Semiconductors (AOSL, INTC, MCHP, NVDA, ON, TXN), Semi. Cap. Equipment (CAMT, FORM)
  • 01/25/17 Morning Note B. Riley AM Note: BC, CDZI, HZO, IIVI, IVAC, KMB, MRVL, ON, PII, SIMO, TNAV, TXN; Focus List Update (BV, CARB, DKS, IMAX, KTOS, LITE, MPAA, MRVL, OOMA, PBH, PFSW, TRUE)
  • 12/13/16 Morning Note B. Riley AM Note: AVGO, IMAX, INTC, LIOX (downgrade), MRVL, NWL, ON, SYRX
  • 12/08/16 Update ON ($11.82, Buy; $15.50 PT): NDR Takeaways; Numerous Levers To Significant EPS And FCF Expansion; Reiterate Buy
  • 12/08/16 Morning Note B. Riley AM Note: AMC, EKSO, EMKR, IL, ON, TRUE
  • 11/08/16 Morning Note B. Riley AM Note: AMC, AMRK, BOOT, CALD, CAMT, CKEC, CTSO, DMD, DTSI, ELNK, FARM, FC, FN, FTD, HCHC, IPAR, MCHP, NCMI, NMRX, NVRO, ON, PFSW, RTEC, SPA; Internet (APPS, DMD, NAME, TUBE)
  • 11/07/16 Update ON ($11.44, Buy; $15.50 PT): Mixed Quarter And Outlook With Sales Lower But Offset By Margin Upside; PT To $15.50
  • 10/31/16 Update Industry Update - Semiconductor Week #3 Results Preview: Expectations For EXAR, AOSL, SWKS, ON, MCHP
  • 10/13/16 Morning Note B. Riley AM Note: ADI, AOSL, INTC, ISIL, LLTC, MXIM, ON, PII, RDI, ROG, SMTC, SWKS, TXN; Consumer Products (AVP, CL, CLX, COTY, EL, FLWS, FTD, IPAR, JAKK, KMB, MAT, NTRI, NWL, PBH, PG, PRGO, SBH), EMS (BHE, CLS, FLEX, IEC, JBL, KTCC, KE, PLXS, SANM, SPA)
  • 10/11/16 Morning Note B. Riley AM Note: AMC, CKEC, PRMW; Semiconductors & Semi. Cap. Equipment (ACLS, AMAT, FORM, KLAC, LRCX, MCHP, MRVL, NVDA, ON, SWKS)
  • 10/11/16 Update Industry Update: Semiconductors & Semi. Cap. Equipment - After A Positive Turn In 3Q16 Fundamentals, Classic Cyclical Indicators Could Help In 4Q16 (ACLS, AMAT, FORM, KLAC, LRCX, MCHP, MRVL, NVDA, ON, SWKS)
  • 09/27/16 Update Industry Update - Semiconductors: Late-3Q Check-In On Tech Supply Chain Inventory And Other Fundamental Data Points (AVGO, ISIL, MCHP, MRVL, ON, SMTC, SWKS)
  • 09/27/16 Morning Note B. Riley AM Note: HEAR, KE, P, Medical Technology Initiations (DXCM, PODD, SENS, TNDM, VLRX), Semiconductors (AVGO, ISIL, MCHP, MRVL, ON, SMTC, SWKS)
  • 09/20/16 Update ON ($11.52, Buy; $16.00 PT): Closes FCS Deal And Outlines Solid EPS Accretion Through C19; Increase PT To $16.00
  • 09/20/16 Morning Note B. Riley AM Note: AMRK, IMAX, ON, RDEN
  • 08/26/16 Morning Note B. Riley AM Note: AMSWA, FLWS, GSM, HEAR, ISIL, MEI, MRVL, NKE (downgrade), ON, WWW, XCRA; Boardsport (DECK, NKE, VFC), Footwear (COLM, CROX, DECK, VFC, WEYS, WWW), Internet (ABTL, TRUE), Optical Components (CIEN, FN, FNSR, INFN, IPHI, LITE, NPTN, OCLR)
  • 08/17/16 Morning Note B. Riley AM Note: COTY, DKS, INTC, MESG, NCMI, OSIS, UFAB; Platform Trade Show Highlights (CROX, DECK), Semiconductor Sector (AOSL, AVGO, INTC, ISIL, MRVL, ON, NVDA, SWKS)
  • 08/17/16 Update Semi Check In On Taiwan July Sales, New Gaming Products, And Recent Wireless Concerns
  • 08/09/16 Morning Note B. Riley AM Note: AOSL, ARTX, DTSI, ELNK, FNJN, HEAR, III, IPHI, MCHP, NCMI, NPTN, ON, OSIS, PFSW, ROG, STMP, SYRX, WYY; Footwear (CROX, DECK, RCKY, VFC, WEYS, WWW)
  • 08/08/16 Update ON ($10.29, Buy; $15.00 PT): Sales And GM Tracking Well; Highly Accretive FCS Deal To Close This Month; PT To $15.0
  • 08/08/16 Morning Note B. Riley AM Note: CLRO, HCHC, IDSY, IPAR, KW, MPAA, ON, PLXS, PRGO, RDEN, RELY, SBH, VPG, VSAT, WYY
  • 08/01/16 Morning Note B. Riley AM Note: ARC, COLM, DCO, DTSI, HDSN, HSKA, IDSY, IL, LGF, NMRX, NWL, REIS, SHOO (downgrade), TNAV, TROX, WEYS (downgrade); Semiconductors (EXAR, ON, MCHP), Semi. Cap. Equipment (ACLS, FORM, KLIC), Software (BLKB, CALD, CSOD, GUID)
  • 08/01/16 Update Industry Update: Semiconductor Week #3 Results Preview For EXAR, ON, And MCHP
  • 07/18/16 Morning Note B. Riley AM Note: KTOS, NAME, TRUE; Semiconductors (INTC, MXIM, ON, SWKS), Semi. Cap. Equipment (ASML, CAMT, UTEK)
  • 07/13/16 Morning Note B. Riley AM Note: AMC, IMAX, NAME, RUBI; Semiconductors (AOSL, AVGO, INTC, ISIL, MRVL, NVDA, ON, SWKS), The Weiser Consumer (COTY, EL, IPAR, PBH, PG, WDFC)
  • 07/13/16 Update BIndustry Update: Semiconductors - Robust June Taiwan Networking And PC Hardware Sales A Semiconductor Plus (AOSL, AVGO, INTC, ISIL, MRVL, NVDA, ON, SWKS)
  • 07/12/16 Morning Note B. Riley AM Note: AOSL, INTC, ISIL, KTOS, MRVL, NVDA, ON, RELY, RLH, RTEC, SKX, SQNS; Boardsports (DECK, NKE, VFC), Footwear (COLM, CROX, DECK, VFC, WWW)
  • 06/27/16 Update Industry Update - Semi’s And Cap Equipment: Beyond Brexit, Framing Trough And Recovery Parameters (AVGO, MRVL, MXIM, NVDA, SWKS, TXN)
  • 05/13/16 Morning Note B. Riley AM Note: AOSL, AVGO, MAMS, INTC, ISIL, LOV, MRVL, NVDA, ON, PBH, PRGO, ROVI, SWKS, SYRX, UFAB; Focus List Update (ABTL, BV, CHKE, DKS, ISIL, KTOS, LITE, MCFT, NTRI, ROVI, TACT, TNAV, VVI)
  • 05/10/16 Update ON ($9.11, Buy; $13.00 PT): Mixed Print And In-Line Outlook; Minor Cost Savings Announced, FCS Close Reiterated
  • 05/10/16 Morning Note B. Riley AM Note: AMRK, ARTX, AVP, DCO, DTSI, EXAR, III, IPAR, JCP, NLS, NMRX, NSSC, ON, PBH, PFSW, RELY, RTEC, STMP, SYRX, TST
  • 05/02/16 Update Industry Update: Semi Week #3 Results Preview (AOSL, MCHP, ON)
  • 05/02/16 Morning Note B. Riley AM Note: AMC, ARC, AXTI, DRAD, FN, IL, JCP, KTOS, NEWP, NTRI, NWL, OCLR, PRMW, REIS, ROVI, RWNK, SWKS, TACT, TUES, TYPE, VFC, VIAV, VSAT; Exhibitors, Optical (CIEN, FNSR, IPHI), Semis/SemiCap (ACLS, CAMT, MCHP ), Software (CALD, CSOD, GUID, NTCT)
  • 04/22/16 Morning Note B. Riley AM Note: BHE, CHKE, CLS, FLWS, GOOGL, IIVI, IMAX, IPAR, JAKK, MXIM, ON, PG, PII, PLXS, RCKY, SKX, UA, UTEK; EMS (FLEX, SANM)
  • 04/18/16 Morning Note B. Riley AM Note: CAMP, MESG; Semiconductors (INTC, LLTC, MXIM, ON), Semi. Cap. Equipment (ASML, LRCX)
  • 03/29/16 Update ON ($9.41, Buy; $13.00 PT): Initiate ON+FCS C16-20 PF Model; Stellar EPS Accretion For The Compelling Analog Deal
  • 03/29/16 Morning Note B. Riley AM Note: AVP, CVU, IVAC, ON, P, TRUE; Marine (MBUU, MCFT, WMAR)
  • 03/16/16 Update Industry Update: Semi Check-In - Inventory Benign; Taiwan Feb Sls Pos For Comms But Negative For PC’s (AOSL, ADI, AVGO, EXAR, INTC, ISIL, LLTC, MRVL, MXIM, MCHP, NVDA, ON, SNDK, SMTC, SLAB, SWKS, TXN)
  • 02/18/16 Morning Note B. Riley AM Note: ADI, CNK, COHU, DORM, DSW, ELNK, INTC, ISIL, KLIC, MRVL, NVDA, ON, SWKS, TIVO, TREC, TYL, XCRA; Footwear Survey (BOOT, COLM, DECK, RCKY, VFC, WWW), The Weiser Consumer (AVP, MAT, PBH)
  • 02/17/16 Morning Note B. Riley AM Note: BEBE, MAMS, MAT, NCMI, ON, OXM, NAME, PBH, PCMI, SIX, SONS, TYL, UFAB, UEIC, VFC, VSAT
  • 02/16/16 Update ON ($7.54, Buy; $13.00 PT): FCS Board Deems ON Bid Remains Superior; Powerful Upside Implications; Buy, PT $13.0
  • 02/09/16 Morning Note B. Riley AM Note: AVP, CLX, COLM, GIG, GUID, JCP, MWW, ON, RCKY, TYPE, YELP
  • 02/08/16 Update ON ($7.43, Buy; $13.00 PT): Conference Call Takeaways Unlikely To Change NT Estimates; PT From $15.0 To $13.0
  • 02/08/16 Morning Note B. Riley AM Note: AEO, AMRK, CSOD, EL, FARM, LGF, LIOX, MRVL, ON, RDEN, SBH, SPA; Internet (AKAM, APPS, BCOV, GRPN, LLNW, P, WEB, YELP), Semi. Cap. Equipment (CAMT, COHU, MTSN)
  • 02/08/16 Update ON ($8.05, Buy; $15.00 PT): Mixed Print, Modestly Lower Outlook; New Initiatives Should Boost GM; Retain Buy
  • 02/03/16 Morning Note B. Riley AM Note: ACLS, BHE, BOOT, CLX, EL, EMKR, OCLR, ON, PBH, RDEN, RGC, RNWK, ROVI, SBH, TNAV, VIAV, VVI, YELP, YHOO; The Weiser Consumer (AVP, FLWS, IPAR, KMB, MAT, NWL, PG, TUP)
  • 02/01/16 Update Industry Update - Semi Week #4 Results Preview: Better Than Feared Results And Outlooks Likely To Persist With SLAB, EXAR, MCHP, AOSL, And ON
  • 01/11/16 Update Industry Update - Semiconductors & Semi. Cap. Equipment: CES Takeaways, Our Take On Technologies And Estimate Revision Implications
  • 01/11/16 Morning Note B. Riley AM Note: AEO, HZO, MFLX, VSAT; Media & Entertainment (DLB, DTSI, RNWK, ROVI, TIVO), Retail Apparel (COLM, UA, VFC, WWW), Semiconductors & Semi. Cap. Equipment (ADI, BRCM, INTC, ISIL, LLTC, MXIM, MCHP, NVDA, ON, SNDK, SMTC, SLAB, SWKS, TXN)
  • 01/06/16 Morning Note B. Riley AM Note: FINL, ON, RUBI, SMTC, TRUE; Shoe Review (COLM, DECK, RCKY, VFC, WWW)
  • 12/30/15 Morning Note B. Riley AM Note: MAT, ON
  • 12/28/15 Update Industry Update: Semi And Cap Eqp - FCF Analysis Suggests Another Intense Year Of M&A In C16
  • 12/15/15 Morning Note B. Riley AM Note: APPS, BCOV, MCS, NWL, ON, RTEC
  • 12/09/15 Morning Note B. Riley AM Note: AXTI, EMKR, FC, FNSR, JBL, MEI, ON; Retail Surveys (COLM, DECK, NKE, RCKY, VFC, WWW)
  • 12/07/15 Update B. Riley & Co. Industry Update: Semiconductors & Semi. Cap. Equipment - Assessing C16 Estimates And EPS Revision Trends
  • 11/30/15 Morning Note B. Riley AM Note: RLD, TREC; Exhibitors (AMC, CKEC, CNK, DWA, IMAX, LGF, MCS, RGC), Semiconductors & Semi. Cap. Equipment (ACLS, ADI, COHU, INTC, ISIL, LRCX, MCHP, NVDA, ON, SMTC, SLAB, SWKS)
  • 11/30/15 Update Industry Update: Semis And Cap Equipment - Assessing Inventory Amidst The Holiday Selling Season
  • 11/19/15 Morning Note B. Riley AM Note: BRCM, CKEC, FARM, FL, IPAR, LRCX, ON, PCMI, SMTC, SWKS, TXN
  • 11/18/15 Update ON ($9.94, Buy; $15.00 PT): The Best Offense Is A Good Defense; FCS Deal Richly Accretive - Buy ON
  • 11/16/15 Update Industry Update - Semiconductors & Semi Cap Equipment: Summarizing Changes In Stock Conviction
  • 11/02/15 Update Industry Update - Semiconductor Week #4 Results Preview: AOSL, EXAR, MCHP, NVDA, And SWKS
  • 10/30/15 Update ON ($10.28, Buy; $15.00 PT): Macro A Drag But Buy Backs Robust; Trim PT $15.0 But ON Still A Buy
  • 10/30/15 Morning Note B. Riley AM Note: AXTI, BC, BCOV, BLKB, COHU, CAMT, COLM, CSCD, CSGP, DECK, FLWS, FN, GPX, IMMR, MTSN, MWW, NPTN, NTCT, ON, OUTR, PLXS, PRMW, REIS, RLD, ROG, SHOO, SIMO, TNAV, VIAV, VVI, WWWW
  • 10/26/15 Update Industry Update: Semiconductor Week #3 Results Preview - BRCM, SLAB, ISIL, ON
  • 10/07/15 Update Industry Update – Semiconductors And Capital Eqp (ADI, ACLS, BRCM, BRKS, CSCD, COHU, EXAR, FORM, INTC, ISIL, KLAC, KLIC, LRCX, LLTC, MRVL, MXIM, MCHP, NVDA, ON, RTEC, SNDK, SMTC, SLAB, SWKS, TXN, XCRA)
  • 10/07/15 Morning Note B. Riley & Co. AM Note: CKEC, SIMO, SWKS, SYRX; Semiconductors And Capital Eqp (ADI, ACLS, BRCM, BRKS, CSCD, COHU, EXAR, FORM, INTC, ISIL, KLAC, KLIC, LRCX, LLTC, MRVL, MXIM, MCHP, NVDA, ON, RTEC, SNDK, SMTC, SLAB, SWKS, TXN, XCRA)
  • 09/29/15 Update Semiconductors & Semi. Cap. Equipment: Scenario Analysis For 2016 As 3Q15 Ends On A Soft Note
  • 09/29/15 Morning Note B. Riley AM Note: CAMP, ELNK, MWW, NLS, RLD, ROVI; Internet (BCOV, DMD, GOOGL, LLNW, NAME, XOXO), Semiconductors (AOSL, ADI, BRCM, EXAR, INTC, ISIL, LLTC, MRVL, MXIM, MCHP, NVDA, ON, SNDK, SMTC, SLAB, SWKS, TXN), The Weiser Consumer (FLWS, FTD, PRGO)
  • 08/31/15 Morning Note B. Riley AM Note: LGF; Semiconductors and Capital Equipment Industry Update
  • 08/31/15 Update Semiconductor & Capital Equipment Industry Update: Bellwether Bright Spots Ease Global Growth Fears – Focus On Milestones Ahead
  • 08/28/15 Morning Note B. Riley & Co. AM Note: AMSWA, BEBE, FLWS, GME, INTC, NLS, NVDA, ON, SNDK
  • 08/04/15 Update ON ($10.34; Buy; $15.50 PT): Execution Coming Through But Macro Weighs; Reduce Ests, PT To $15.50
  • 07/28/15 Morning Note B. Riley & Co. Morning Notes: ACW, AKAM, AMC, AVP, CKEC, CL, DECK, FORM, GIG, GPX, IMMR, MTSN, MWW, NTCT, NTRI, OUTR, PCMI, PG, SIMO, SONS, SHOO, Semi Cap Eqp (CSCD, LRCX, COHU, KLAC), Semiconductors (SLAB, ISIL, BRCM, ON)