InsiderStreet Equity Research

Produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation for any investor. Do not rely on it for any investment decision.

Last Close

$72.02

2026-10-16

Market Cap

$28.0B

Volume

9.2M

52-Wk High

$134.92

52-Wk Low

$44.56

Trailing PE

45.6

P/S

4.52

Gross Margin

37.4%

Net Margin

10.2%

ROE

8%

ROIC

5%

Piotroski

7/9

Altman Z

4.7

1-Yr Return

+36.0%

5-Yr Return

+296.4%

ON Semiconductor Corporation operates as a global provider of sophisticated power and sensing solutions. Their cutting-edge power innovations are pivotal in modernizing various sectors: they contribute to the development of lighter, extended-range electric vehicles, underpin rapid-charging infrastructure, and bolster sustainable energy initiatives for applications such as solar arrays, industrial power systems, and energy storage. The company's operations are structured into three main divisions: the Power Solutions Group, the Advanced Solutions Group, and the Intelligent Sensing Group. ON Semiconductor offers a broad array of semiconductor products, including analog components, discrete devices, modules, and integrated circuits. These products are designed to perform numerous critical functions, such as power switching, energy conversion, signal conditioning, circuit protection, signal amplification, and voltage regulation. Beyond these standard offerings, the firm also designs and develops specialized analog, mixed-signal, advanced logic, application-specific integrated circuits (ASICs) and standard products, radio frequency (RF) components, and integrated power management solutions, catering to a diverse range of end-market consumers. Furthermore, it provides foundry and design services specifically for government clients. The company's portfolio also encompasses advanced imaging technologies. This includes the creation of complementary metal-oxide-semiconductor (CMOS) image sensors, sophisticated image signal processors, and single photon detectors like silicon photomultipliers (SiPMs) and single-photon avalanche diode (SPAD) arrays. Additionally, ON Semiconductor produces actuator drivers essential for autofocus and image stabilization, serving a wide spectrum of end-users across numerous industries. Established in 1992, ON Semiconductor Corporation is headquartered in Phoenix, Arizona.

SectorTechnologyIndustrySemiconductorsExchangeNASDAQMarket Cap$28.0BEmployees22,600 (SEC-filed)CEOHassane S. El-KhouryIPO2000-05-02CountryUS

5701 North Pima Road, Scottsdale, AZ 85250 · Tel 602 244 6600 · onsemi.com

INSIDERSTREET SCORE67 / 100Street mean $84.91 (11 analysts, last qtr) — their number, not ours

INSIDER CONSENSUS SIGNALROUTINE SELLING — LOW SIGNAL$10M sold / 6 mo, zero open-market buys

1 Year vs S&P 500 · ON +36.0% · S&P 500 +15.9% · spread +20.1pp

7 Years vs S&P 500 · ON +296.4% · S&P 500 +189.9% · spread +106.5pp

Both charts indexed to 100 at the start of their window and drawn on a single shared scale, so the gap to the benchmark is the gap you see. Adjusted closes throughout.

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NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

INSIDERSTREET
SCORE67of 100

Score Breakdown

Profitability	44/100
Growth	54/100
Momentum	83/100
Quality	72/100
Earnings Quality	70/100
Balance Sheet	88/100
Value	35/100
Risk (safety)	100/100
Overall	66.7/100

Each component is a diagnostic reading on its own 0-100 scale. The overall score is computed separately from the underlying financials and is not the average of the rows above — components are not equally weighted and three of them (Momentum, Value, Risk) are derived partly from price rather than from the business.

Peer Comparison — IS Score

Symbol	IS Score
GFS	59
CRDO	79
Q	54
TSEM	70
ENTG	60
MTSI	63
ON	67

IS Score Trend — quarterly

14 quarters, 23 Q1 to 26 Q2. Peak 74 in 23 Q1, latest 67 — -7 since. Fell in 1 of the last 4 quarters. Dashed line marks 40 on the 0-100 scale.

BUSINESS QUALITY67 / 100IS Score 66.7 / 100 · -7.3 from peak of 74

Fundamental factor model, quarterly. Measures how the business is doing - not where the price is going.

PRICE STRUCTUREBEARISHTechnical Score 21 / 100 · Power -58 · 2 of 22 indicator votes bullish

Vote share across trend, momentum, volume, volatility and pattern families. Describes where the price is, not where it is going.

These two disagree — business quality 67, price structure 21 out of 100, so the business reads better than the price does. We publish the disagreement rather than resolving it: they answer different questions, and the gap between them is information, not an error.

Trigger	Where it stands now	What it would mean
IS Score reaches 75 and holds two consecutive quarters	now 66.7	would move us up one band
IS Score stops falling - one quarter higher than the prior	last four: 51 → 51 → 52 → 67	the direction matters more than the level
Technical vote share back above 50%	now 9%	price structure no longer broken
Institutional holder count rises two quarters running	peak 1,005 → now 1,005	fewer institutions willing to hold is our clearest warning

We publish these so the view can be shown to be wrong. If none of them move and our reading does, we owe you an explanation.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

This page is InsiderStreet's own reading, produced from the data in the rest of this document. It is not a price target and not investment advice. Analyst consensus and street price targets appear later under their own heading and are the street's numbers, not ours.

Site Convergence Score2 of 4top 13% of 29,420 symbols

Sources Aligned— of 3independent disclosures

Congress (180d)4 buys2026-09-28

Insider Buys (180d)0none disclosed

ETF Funds (30d)1208 up / 1000 downnet +208 funds

Congressional and insider figures are disclosed purchases in the trailing 180 days; ETF figures are COUNTS OF FUNDS whose holding changed in 30 days, not dollars. Coincidence of separate disclosures, not coordination. An absent source means nothing qualifying was disclosed in its window.

Institutions holding — 12 quarters

Peak 1,005 · latest 1,005 (+0 from peak).

Quarter	Holders	13F shares	Value	Reported own%	Guard
2026 Q2	1,005	403.7M	$37.7B	103.4%	ex-outlier 88.9%
2026 Q1	831	406.6M	$24.6B	104.2%	ex-outlier 89.3%
2025 Q4	799	421.8M	$22.4B	108.1%
2025 Q3	779	427.1M	$21.2B	109.4%
2025 Q2	798	433.7M	$22.5B	111.1%
2025 Q1	747	418.2M	$17.9B	107.2%
2024 Q4	850	419.5M	$26.0B	107.5%
2024 Q3	842	421.9M	$30.0B	108.1%
2024 Q2	845	414.6M	$28.1B	106.2%
2024 Q1	856	415.7M	$30.1B	106.5%
2023 Q4	883	418.0M	$34.5B	107.1%
2023 Q3	910	414.7M	$38.1B	106.2%

How to read ownership above 100%. A 13F reports the positions a manager has investment discretion over, and where two or more managers share discretion over the same block, each one reports it. Summed across filers, the total can therefore exceed the shares actually outstanding without anything being wrong. We publish the figure as filed rather than netting it down, and flag separately any quarter where the arithmetic is not merely high but impossible.

Why 2026-06 reads 103.44%. Institutions cannot hold more of a company than exists. The reported 403.7M shares exceed the 390.3M outstanding, and a single filer accounts for the excess: FMR LLC reports 56,679,393 shares against 58,158,341 the prior quarter, a 1x jump, which alone would be 14.5% of the company. Excluding that filing, ownership is 88.9%. We publish both figures. 13F filings are due 45 days after quarter end and amendments keep arriving after that, so the newest quarter is provisional by construction - this is what an unsettled quarter looks like.

Why 2026-03 reads 104.18%. Institutions cannot hold more of a company than exists. The reported 406.6M shares exceed the 390.3M outstanding, and a single filer accounts for the excess: FMR LLC reports 58,158,341 shares against 59,372,112 the prior quarter, a 1x jump, which alone would be 14.9% of the company. Excluding that filing, ownership is 89.3%. We publish both figures. 13F filings are due 45 days after quarter end and amendments keep arriving after that, so the newest quarter is provisional by construction - this is what an unsettled quarter looks like.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Insider	Role	Date	Type	Shares	Value	Post-Txn Owned
Mascarenas Paul Anthony	director	2026-10-02	A-Award	126	$0.01M	57,716
Gopalswamy Sudhir	Group President, AMG & ISG	2026-10-01	SELL	15,578	$1.25M	158,177
Mascarenas Paul Anthony	director	2026-07-02	A-Award	116	$0.01M	57,590
Gopalswamy Sudhir	Group President, AMG & ISG	2026-05-26	TAX W/H	470	$0.06M	173,588
Deitrich Thomas	director	2026-05-14	A-Award	1,986	—	26,060
Waters Gregory L	director	2026-05-14	A-Award	1,986	—	24,524
Carter Susan K	director	2026-05-14	A-Award	1,986	—	25,638
Yan Christine Y	director	2026-05-14	A-Award	1,986	—	48,655

6-mo decomposition (Form 4)	Txns	Shares	Value	Signal weight
S — Open-market sales	5	111,692	$9.8M	Counted
F — Tax withholding	1	470	$0.1M	None — compensation
P — Open-market purchases	0	0	$0	Counted — none occurred

Monthly Net Insider Flow (000 shares)

Net of acquisitions minus dispositions, all Form 4 types.

Signal Summary

SignalRoutine Selling — Low Signal

Open-Market Sells$9.8M5 txns / 6 mo

Open-Market Buys$0.0M0 txns / 6 mo

ClusterNone active3+ insiders / 21 days

Filed	Filer	Shares registered	Est. proceeds
2026-10-01	Gopalswamy Sudhir	15,578	$1.2M
2026-06-10	Alan Campbell	16,660	$1.8M
2026-06-03	Keeton Simon	19,902	$2.6M
2026-05-15	Alan Campbell	22,188	$2.5M
Trailing 12 mo	13 filings	340,302	$28M

Filed	Form	Reporting person	% of class	Shares
2026-10-07	SCHEDULE 13G/A	Abigail P. Johnson	8.20%	31.9M sh
2026-04-30	SCHEDULE 13G	Vanguard Capital Management	7.50%	29.6M sh
2026-04-29	SCHEDULE 13G	Vanguard Portfolio Management	5.10%	20.1M sh
2026-01-30	SCHEDULE 13G/A	The Vanguard Group	12.69%	51.1M sh

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Member	Chamber	Trade	Size band	Traded	Disclosed
Gilbert Cisneros	House	BUY	$15,001 - $50,000	2026-09-28	2026-10-13
Gilbert Cisneros	House	BUY	$15,001 - $50,000	2026-09-28	2026-10-12
Ro Khanna	House	BUY	$15,001 - $50,000	2026-09-23	2026-10-09
Sheldon Whitehouse	Senate	SELL	$1,001 - $15,000	2018-09-28	2018-10-22
Sheldon Whitehouse	Senate	SELL	$1,001 - $15,000	2018-09-28	2018-10-21
Sheldon Whitehouse	Senate	SELL	$1,001 - $15,000	2018-09-28	2018-10-21

House 12-Mo5 trades4 purchases

Senate 12-Mo0 tradesNone purchases

CoverageSTOCK Act filings30-45 day disclosure lag

13F Filers (last complete Q)831

13F Shares407M104.2% of shares out

New / Closed142 / 92positions, QoQ

Increased / Reduced290 / 278positions, QoQ

Put/Call (13F)0.91option positions

Free Float99.6%388M sh

2.8 · Largest Reporting 13F Managers

Manager	Shares	Value
Assenagon Asset Management S.A.	3.0M	$233M
Atwood & Palmer Inc	219,533	$17M
Portman Square Capital Llp	141,288	$11M
Counterpoint Mutual Funds Llc	138,377	$11M
Mn Services Vermogensbeheer B.V.	114,120	$9M
Czech National Bank	111,859	$9M

EDGAR 13F holdings as of 2026-09-30; filer values normalized to dollars.

2.9 · Top ETF & Fund Ownership

Fund	Weight	Position
FSELX	3.6%	$1.6B
VITSX	0.0%	$950M
VSMPX	0.0%	$950M
VTSAX	0.0%	$950M
VTI	0.0%	$950M
VOO	0.0%	$786M

13F Filers Holding ON — quarterly

Institutional Put/Call — quarterly

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NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Daily short-sale volume as % of volume reported in FINRA's short-sale file — a flow measure, not short interest; dashed = 50-day average.

Latest Session66.0%2026-10-15

20-Day Avg57.1%50-day 45.5%

TrendRising20d vs 50d

By Market CenterQ: 66% · N: 59% · B: 45%latest session

Weekly Notional ($B)

Where ON Trades in the Dark

ATS Venue (4-wk)	Shares	Avg trade
Ubsa Ubs Ats	9.0M	65 sh
Incr Intelligent Cross Llc	8.2M	58 sh
Sgmt Sigma X2	5.1M	68 sh
Pure Purestream	5.0M	47 sh
Ebxl Level Ats	4.9M	39 sh
Mstx Ms Trajectory Cross (Ats-1)	4.7M	87 sh

Where a dollar of ON Semiconductor Corporation revenue goes. All values FY2025 filings, live.

Region	Revenue	Share
Other Geographical Areas	$531M	100%

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

ON (live moat model)Peer median: GFS · CRDO · Q · TSEM · ENTG

Component scores from the live moat model. Peer median illustrative.

Moat score 39/100 — None; primary source Efficient Scale.

3.8 · Employees (SEC filings)

Officer	Title
Hassane S. El-Khoury	President, Chief Executive Officer & Director
S. Thad Trent	Executive Vice President, Chief Financial Officer, Treasurer & Principal Accounting Officer
Thad Trent	Executive Vice President, Chief Financial Officer, Treasurer & Principal Accounting Officer
Sudhir Gopalswamy	Group President of Intelligent Sensing & Analog and Mixed Signal Group

Revenue ($B)

EPS ($) — GAAP diluted actual, street-basis estimate

Actual bars are GAAP diluted EPS from the filed income statement; the lighter forward bars are street-basis consensus. The two are different measures and are not comparable quarter to quarter.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Quarterly EPS — Actual vs. Consensus

Beats (>2%)5 of 6recent quarters

Avg Surprise+4.5%

Next Report2026-11-02

Income Quality2.65OCF ÷ net income

Beat Rate—%0 of 0 quarters

Current Streak0longest 0

Avg EPS Surprise—%median —%

Surprise Trend—last 4 vs prior 4

Period	EPS est.	EPS actual	EPS surprise	Rev est. ($M)	Rev actual ($M)	Rev surprise

Announcement dates to . Consensus as it stood at each report. Revenue surprise shown where both estimate and actual are filed. A beat record is history, not a forecast.

Profit Margins (%)

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Revenue by Segment — Stacked

Live segmentation data.

YoY Growth Heatmap — Income Lines

YoY growth	FY21	FY22	FY23	FY24	FY25
Revenue	+28.3%	+23.5%	-0.9%	-14.2%	-15.3%
Gross profit	+58.2%	+50.2%	-4.8%	-17.2%	-39.8%
Operating income	+269.3%	+83.3%	+7.6%	-30.4%	-57.7%
Net income	+331.1%	+88.4%	+14.8%	-28.0%	-92.3%

$B · FY ends	FY21	FY22	FY23	FY24	FY25
Revenue	6.7	8.3	8.3	7.1	6.0
Cost of revenue	4.0	4.2	4.4	3.9	4.1
Gross profit	2.7	4.1	3.9	3.2	1.9
R&D expense	0.7	0.6	0.6	0.6	0.6
SG&A expense	0.6	0.6	0.6	0.6	0.6
Operating income	1.3	2.4	2.5	1.8	0.7
EBITDA	1.9	3.0	3.2	2.5	0.9
D&A	0.6	0.6	0.6	0.6	0.7
Pretax income	1.2	2.4	2.5	1.8	0.1
Income tax	0.1	0.5	0.4	0.3	0.0
Net income	1.0	1.9	2.2	1.6	0.1
Diluted EPS ($)	2.27	4.25	4.89	3.63	0.29
Diluted shares (M)	444	448	447	433	412

Operating CF$2B

CapEx$0B

Free cash flow$1B

SBC$0B

Buybacks$1B

Net cash change$-1B

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Balance Sheet — Full

$B	FY22	FY23	FY24	FY25
Cash & equivalents	2.9	2.5	2.7	2.1
ST investments	0.0	0.0	0.3	0.4
Receivables (net)	0.8	0.9	1.2	1.0
Total current assets	5.7	5.9	6.8	5.8
PP&E (net)	3.5	4.4	4.4	3.4
Goodwill + intangibles	1.9	1.9	1.8	2.0
Total assets	12.0	13.2	14.1	12.5
Accounts payable	0.9	0.7	0.6	0.6
Short-term debt	0.1	0.8	0.0	0.0
Deferred revenue	0.0	0.1	0.1	0.1
Total current liabilities	2.1	2.2	1.3	1.3
Long-term debt	3.0	2.5	3.3	3.2
Total liabilities	5.8	5.4	5.3	4.8
Shareholders' equity	6.2	7.8	8.8	7.7

Cash Flow Statement — Full

$B	FY22	FY23	FY24	FY25
Net income	1.9	2.2	1.6	0.1
D&A	0.6	0.6	0.6	0.7
Stock-based compensation	0.1	0.1	0.1	0.0
Working capital change	(0.3)	(0.9)	(0.4)	0.5
Operating cash flow	2.6	2.0	1.9	1.8
Capital expenditures	(1.0)	(1.5)	(0.7)	(0.3)
Investing cash flow	(0.7)	(1.7)	(1.0)	(0.5)
Buybacks	(0.3)	(0.6)	(0.7)	(1.4)
Dividends paid	0.0	0.0	0.0	0.0
Debt issuance / (repay)	(0.0)	0.1	(0.0)	(0.4)
Financing cash flow	(0.4)	(0.7)	(0.7)	(1.8)
Free cash flow	1.6	0.4	1.2	1.4

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Balance Sheet Structure ($B)

Cash Generation vs Capex ($B)

Left: what the balance sheet is made of — the gap between the assets bar and the liabilities bar is book equity. Right: whether the capex bar is covered by the operating-cash bar; where it is not, the difference was funded externally and free cash flow goes negative.

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
PROFITABILITY
ROE	24.9%	35.3%	31.3%	19.0%	1.5%	8%
ROA	11.0%	17.6%	17.3%	11.5%	0.9%	4.7%
ROIC	18.8%	34.3%	25.3%	16.5%	1.5%	5.2%
Gross margin	40.3%	49.0%	47.1%	45.4%	32.3%	37.4%
Operating margin	19.1%	28.3%	30.8%	25.0%	12.5%	11.7%
Net margin	15.0%	22.8%	26.5%	22.2%	2.0%	10.2%
EBITDA margin	28.0%	36.1%	39.0%	35.9%	14.8%	24.9%
FCF margin	19.1%	19.2%	7.7%	17.1%	28.2%	—
VALUATION
P/E	29.96	14.69	16.81	17.22	180.04	45.6
P/B	6.60	4.51	4.72	3.08	2.84	3.9
P/S	4.49	3.36	4.45	3.82	3.63	4.52
P/FCF	23.45	17.52	57.52	22.34	12.88	15.8
EV/EBITDA	16.97	9.39	11.67	10.80	25.56	18.8
EV/Revenue	4.75	3.39	4.55	3.88	3.79	4.7
Earnings yield	3.3%	6.8%	5.9%	5.8%	0.6%	2.24%
FCF yield	4.3%	5.7%	1.7%	4.5%	7.8%	6.32%

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
LEVERAGE & SOLVENCY
Current ratio	2.45	2.78	2.71	5.06	4.52	3.46
Quick ratio	1.56	2.00	1.74	3.38	2.98	2.49
Debt / equity	0.68	0.52	0.43	0.38	0.45	0.62
Debt / assets	32.2%	27.0%	25.4%	23.9%	27.7%	33.2%
Net debt / EBITDA	0.93	0.10	0.27	0.15	1.04	0.63
Interest coverage	9.88	25.89	34.90	30.49	2.85	—

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
EFFICIENCY
Asset turnover	0.74	0.77	0.66	0.52	0.45	0.46
Receivables turnover	9.07	10.08	9.29	6.76	5.67	6.9
DSO (days)	40	36	39	54	64	53
DPO (days)	55	64	66	61	52	47
Cash conversion cycle	105	101	129	198	204	199
GROWTH (YoY)
Revenue growth	28.3%	23.5%	-0.9%	-14.2%	-15.3%	—
Net income growth	331.1%	88.4%	14.8%	-28.0%	-92.3%	—
EPS growth	317.8%	87.3%	17.0%	-26.3%	-91.8%	—
FCF growth	221.9%	23.6%	-60.0%	90.0%	39.5%	—
PER SHARE ($)
EPS (diluted, TTM)	2.27	4.25	4.97	3.66	0.30	1.61
Book value / share	10.30	13.82	17.71	20.48	19.07	18.55
Revenue / share	15.14	18.59	18.78	16.49	14.90	15.88
FCF / share	2.90	3.56	1.45	2.82	4.20	4.54
Cash / share	3.04	6.52	5.65	6.96	6.33	9.90
SHAREHOLDER RETURN & SCORES
Buyback yield	0.0%	0.9%	1.5%	2.4%	6.3%	3.97%
Altman Z-Score	5.39	5.15	6.38	5.30	4.59	4.7
Piotroski F-Score	8	8	5	6	4	7/9
Beneish M-Score	-2.74	-2.82	-2.26	-2.33	-3.03	-2.84

Model	Score	Zone	Note
Piotroski F-Score	7 / 9	Strong
Altman Z-Score	4.7	Safe (>2.99)	Safe
Income quality	2.65	Cash-backed	OCF ÷ net income
Beneish M-Score	-2.84	Non-manipulator	vs −2.22 threshold

DuPont Decomposition (TTM)	Value
Tax burden	0.88
Interest burden	0.95
Operating margin	12.1%
Asset turnover	0.47×
Financial leverage	1.76×
= ROE	8%

Growth Quality (live)	Value
Revenue stability	0.00
Earnings stability	0.06
Earnings persistence	0.86
Revenue CAGR 3y	-9.5%
EPS CAGR 3y	-29.0%
FCF CAGR 3y	15.0%

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NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Buyback Yield3.97%

Dividend Yield0.00%none paid

Total Shareholder Return3.91%cash yield

SBC / Revenue2.4%dilution pressure

Company	Mkt cap	P/E	ROE	Net margin	Rev growth	Piotroski	1-yr ret
GFS	$25.6B	36.2	6%	9.3%	+1.4%	8/9	+35.0%
CRDO	$31.9B	57.5	31%	27.0%	+165.1%	5/9	+24.3%
Q	$24.1B	41.2	5%	8.7%	—	4/9	+21.1%
TSEM	$22.1B	81.7	10%	19.7%	+14.9%	7/9	+161.4%
ENTG	$21.2B	69.4	8%	10.6%	+3.2%	7/9	—
MTSI	$20.0B	82.0	17%	29.4%	+28.4%	6/9	—
MCHP	$40.1B	102.3	7%	15.5%	+20.9%	6/9	—
STM	$40.5B	87.7	3%	6.4%	+10.3%	6/9	—

1-yr returns computed from adjusted price history; peers without a tracked series show —.

Buy

47 Analysts

Str Sell (0)Sell (1)Hold (22)Buy (24)Str Buy (0)

Mean Target (qtr)$84.9111 targets

Target vs. Price+17.9%last-quarter mean

Next Report2026-11-02street $0.88

Consensus estimates	Revenue mean	High / Low	EPS mean	High / Low	# EPS est.
FY2026	$6.56B	$6.68B / $6.53B	$3.20	$3.33 / $3.00	21
FY2027	$7.42B	$7.67B / $7.28B	$4.52	$4.71 / $4.03	21
FY2028	$8.44B	$9.28B / $8.03B	$5.87	$6.81 / $4.60	10

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Street Price Target — Trajectory

Window	Avg Target	vs. Price	# Targets
Last Month	$85.00	+18.0%	3
Last Quarter	$84.91	+17.9%	11
Last Year	$95.38	+32.4%	26
All Time	$84.30	+17.1%	113

Rolling mean of published targets vs. last close $72.02. Aggregated from StreetInsider, Benzinga, Pulse 2.0.

Third-Party Composite Rating

C+

DCF

2/5

ROE

3/5

ROA

3/5

Debt/Eq

2/5

P/E

1/5

P/B

2/5

Independent quant composite as of 2026-10-16; components scored 1–5 (5 best). Shown for contrast with the InsiderStreet Score — methodologies differ.

ON +36.0% vs S&P 500 +15.9% — spread +20.1pp

Sector — XLK +29.0%

Peer Set — indexed to 100

All series indexed to 100 at the start of the window, adjusted closes.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Candlesticks with SMA 20/50 overlay, Bollinger (20,2σ) band, volume, and Wilder RSI(14) — computed from live daily OHLCV.

Moving Average	Value	Distance	% Distance	Signal
SMA 20	$77.33	-5.31	-6.87%	Below
SMA 50	$75.90	-3.88	-5.11%	Below
SMA 200	$81.63	-9.61	-11.77%	Below
EMA 9	$75.91	-3.89	-5.12%	Below
EMA 21	$76.55	-4.53	-5.92%	Below
EMA 50	$78.40	-6.38	-8.14%	Below
EMA 200	$79.11	-7.09	-8.96%	Below

Series and readings from the nightly technical-indicator history — identical data to the site's ribbon chart. Supertrend segments colored by direction.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

TECHNICAL VERDICTBEARISHPower Score -582 of 22 indicator votes bullish

Family Scores (site weights)

Trend 30%11

Momentum 25%0

Volume 20%44

Volatility 10%33

Patterns 15%38

This Week9% bullishof 11 price-based votes

4 Weeks Ago9%+0 pts since

12 Weeks Ago18%-9 pts since

ReadStabilizingweek-over-week trajectory

Price vs SMA 20$77.33

Price vs SMA 50$75.90

Price vs SMA 200$81.63

EMA 9/21 Cross75.9/76.5

SMA 50/200Death

ADX DirectionADX 19

Supertrend$83

Parabolic SAR$85

SMA Slope0.100

RSI41.0

Stochastic K/D11/18

StochRSI K/D1/2

Williams %R-94

CCI-77

TSI vs Signal-1.4

CMO-17.9

ROC-15.16%

OBV SignalDistrib

Chaikin MF0.200

MFI48

Force Index-7M

Elder Ray Bull-1.48

RSI (14)30 oversold · 70 overbought

Stochastic %Kvs %D 18

Money Flowvolume-weighted RSI

ADXtrend strength · <20 weak

Williams %Rinverted scale

Level	Value	Level	Value
Pivot / R1 / R2	$73.02 / $75.05 / $76.39	S1 / S2	$71.68 / $69.65
Bollinger (20,2)	$68.52 – $86.14	Squeeze	Off
52-wk range	$44.56 – $134.92	Off 52-wk high	-46.6%
ATR (14)	$3.50 (4.9%)	Historical vol	48.0%

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

+0.8%Jan60%

+2.6%Feb55%

-2.6%Mar43%

+3.0%Apr35%

+3.6%May75%

-1.4%Jun30%

+4.7%Jul70%

-2.0%Aug45%

-0.2%Sep65%

-1.4%Oct50%

+2.7%Nov70%

+5.5%Dec75%

Sample: 20 years — treat short histories as suggestive, not statistical.

Computed from live weekly prices	ON	S&P 500
Weekly volatility (σ, 1y)	7.74%	1.83%
Best / worst week (1y)	+20.9% / -19.2%	—
Max drawdown (5y, monthly)	-59.4%	—
1-week VaR (95%)	-12.3%	—
Beta (5y)	2.00	1.00

ON EQUITY WEATHER (LIVE)RAINY · -27

Trend-36

Momentum-60

Volume+47

Volatility-60

Breadth-17

MARKET REGIME (2026-10-16)NEUTRAL

VIX19.99Normal

Dow TheoryConfirmed Bearish

SPY / QQQ TSI7.2 / 4.7trend strength

Sector Strength46/100breadth average

Average sentiment of 368 stories, weekly buckets, −1 to +1.

This space intentionally left blank — the next section begins on the following page

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Overall-27.1+6.6 vs industry

Trend-35.7-2.5 vs industry

Momentum-60.5-1.4 vs industry

Volume+47.2+72.8 vs industry

Reading	ON	Semiconductors n=871	Technology n=6,969	All US symbols n=70,435
Overall	-27.1	-33.7	-20.7	-20.5
Trend	-35.7	-33.2	-20.8	-21.3
Momentum	-60.5	-59.0	-28.5	-15.8
Volume	+47.2	-25.6	+0.0	-3.8

Trend, momentum and volume are computed per company. Volatility and breadth are market-regime values shared by every symbol in the universe, so they are reported once under Market Regime rather than compared here - a company cannot differ from its sector on a constant.

Executive	Total comp	Structure
Hassane El-Khoury President and Chief Execut	$17.7M	93% equity+incentive
Thad Trent Executive Vice President and Chie	$7.1M	90% equity+incentive
Sudhir Gopalswamy Group President, AMG and I	$5.4M	88% equity+incentive
Simon Keeton Group President, PSG	$5.3M	88% equity+incentive

Pillar (live disclosure scores)	Score
Environmental	69
Social	61
Governance	76
Composite ESG	69

Composite ESG Trend

Filed	8-K contents	Items
2026-10-01	Material Agreement; Other Events; Exhibits	1.01,8.01,9.01
2026-08-13	Other Events	8.01
2026-08-03	Earnings Release; Exhibits	2.02,9.01
2026-06-25	Material Agreement; Other Events; Exhibits	1.01,8.01,9.01
2026-05-18	Officer/Director Change; Shareholder Vote	5.02,5.07
2026-05-12	Material Agreement; Financial Obligation; Unregistered Equity Sales; O	1.01,2.03,3.02,8.01,9.01
2026-05-07	Other Events; Exhibits	8.01,9.01
2026-05-06	Other Events; Exhibits	8.01,9.01

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Methodology. Every figure originates in InsiderStreet's production data layer and is computed deterministically by the same engines that power insiderstreet.ai. This factsheet contains no model-written text. Sections without underlying data are omitted rather than estimated.

DISCLOSURES. This document is produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation tailored to any person. Data is sourced as of the dates shown and may no longer be current. InsiderStreet.ai is not a registered investment adviser or broker-dealer. Investing involves risk, including loss of principal. Past performance does not guarantee future results. Do not make any investment decision based on this document. © 2026 InsiderStreet.ai — all rights reserved. Redistribution prohibited.

Data domain	Source	Coverage for this report
Price & volume	market_db.historical_prices	52 rows
Fundamentals	income_statements_annual	6 rows · 2020 to 2025
Reported vs consensus	fact/earnings_calendar	24 rows · 2020-10-31 to 2026-08-03
Analyst estimates	dim/forward_estimates	3 rows · 2026-12-31 to 2028-12-31
Institutional ownership (13F)	holdings_db.institutional_ownership_summary	105 rows · 2000 to 2026
Insider transactions (Form 4)	edgar/form4	12 rows · 2026-04-23 to 2026-10-02
Proposed sales (Form 144)	edgar/form144	1 record
Beneficial ownership (13D/G)	edgar/13dg	4 rows · 2026-01-30 to 2026-10-07
Short-sale volume (FINRA)	edgar/short_volume_daily	60 rows · 2026-07-23 to 2026-10-15
Dark pool (ATS, tier 1)	edgar/darkpool_weekly	12 rows · 2026-06-15 to 2026-08-31
ETF & fund holding	etf_holdings_changelog (30d)	1 record
Peer set	stock_peers_dynamic	8 rows
Industry medians	industry_medians	1 record
Congressional trades	congress_db (House + Senate)	1 record
ESG	fact/esg_disclosures	1 record

Method. Every figure in this factsheet is looked up from a named field computed in code. It contains no model-written text.

Not covered. Short interest as a percent of float and days-to-cover are not in this data set — the short-sale figures above are FINRA volume, a flow, and cannot support squeeze or covering analysis. Options positioning and intraday data are also absent. 13F ownership is filed 45 days after quarter end and congressional trades are disclosed on a lag, so both describe a past position, not a current one.

ON Semiconductor Corporation (ON)

ON Semiconductor Corporation (ON)

Score Breakdown

Peer Comparison — IS Score

IS Score Trend — quarterly

ON Semiconductor Corporation (ON)

Institutions holding — 12 quarters

ON Semiconductor Corporation (ON)

Monthly Net Insider Flow (000 shares)

Signal Summary

ON Semiconductor Corporation (ON)

2.8 · Largest Reporting 13F Managers

2.9 · Top ETF & Fund Ownership

13F Filers Holding ON — quarterly

Institutional Put/Call — quarterly

ON Semiconductor Corporation (ON)

Where ON Trades in the Dark

ON Semiconductor Corporation (ON)

3.8 · Employees (SEC filings)

ON Semiconductor Corporation (ON)

ON Semiconductor Corporation (ON)

ON Semiconductor Corporation (ON)

Balance Sheet — Full

Cash Flow Statement — Full

ON Semiconductor Corporation (ON)

ON Semiconductor Corporation (ON)

ON Semiconductor Corporation (ON)

ON Semiconductor Corporation (ON)

Street Price Target — Trajectory

Third-Party Composite Rating

ON Semiconductor Corporation (ON)

ON Semiconductor Corporation (ON)

Family Scores (site weights)

ON Semiconductor Corporation (ON)

ON Semiconductor Corporation (ON)

ON Semiconductor Corporation (ON)