B+
Bull case
25%
Probability
Target price
$92.00
Analysis reference price unavailable
Analysis 2026-10-16 · RankAlpha Sentiment Codex
ON
ON SemiconductorANasdaq / Semiconductors & Semiconductor Equipment
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexMost likely
B
Base case
50%
Probability
Target price
$77.00
Analysis reference price unavailable
Analysis 2026-10-16 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$60.00
Analysis reference price unavailable
Analysis 2026-10-16 · RankAlpha Sentiment Codex
The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented
AI sentiment snapshot
Latest data as of 2026-10-16
Recent news sentiment (30D)
+14.3
Positive
Company
-30.6
Negative
Macro
+15.4
Positive
Pulse
-
Unavailable
Weekly research (10D)
-60.0
Negative
Sentiment proxy
+58.4
Score
AI commentary
The supplied adjusted-close anchor fell from $82.51 on October 7 to $73.70 on October 15, about 10.7%; the available evidence does not establish the cause. An isolated reported bullish initiation is not proof of broad analyst upgrades, and verified target revisions are unavailable. The numeric sentiment fields are placeholders for unavailable measurements, not neutral or zero-valued observations. Strong primary-source coverage supports monitoring, while the weaker price action and unquantified forward wins temper conviction.
RankAlpha Sentiment Codex - 2026-10-16
Open full AI memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-11-02catalystNovember 2 results test Q3 guidanceMedium impact
Onsemi scheduled its Q3 release for November 2. Its prior outlook called for $1.65–$1.75 billion in revenue, 40%–42% non-GAAP gross margin and $0.81–$0.93 non-GAAP EPS. Delivery and the next outlook will test whether Q2's margin improvement persists; AMG revenue was still down 2% year over year in Q2 [#SEC-8K-2026-08-03] [#IR-2026-10-15]. SEC earnings exhibit Company announcement
2026-12-31catalystAI power wins must convert into sustained revenueMedium impact
Management said AI data-center revenue was its fastest-growing business and expected it to more than double in 2026; Q2 disclosures cited Great Wall platform wins and a broader NVIDIA MGX role. Year-end results can test that expectation, but the packet does not quantify the wins' revenue contribution [#SEC-8K-2026-08-03]. SEC earnings exhibit
2027-03-31catalystSungrow storage-platform adoption needs commercial validationMedium impact
Onsemi announced that Sungrow adopted its EliteSiC hybrid power modules for the PowerTitan 3.0 energy-storage platform. This is a named design adoption, but the announcement does not establish shipment timing or revenue scale; the date is an analytical monitoring window, not a company milestone [#PR-2026-10-14]. Company release
Recommendation
N/A
No formal recommendation provided.
As of 2026-10-16 • Updated nightlySource: Internal modelMethodology