AlphaYou
Overview
Smart money at a glance
Filings to Oct 1, 2026No insider open-market trades in 90 days (SEC Form 4). Congress: no trades disclosed in 180 days.
- Company insidersSEC Form 4, last 90 days
- $0No open-market trades
- CongressSTOCK Act, last 180 days
- NoneNo trades disclosed
- Big fundsSEC 13F, quarter ended Jun 30, 2026
- 9 added, 4 cutMore adding
- Federal contractsUSAspending.gov, last 12 months
- No awardsNone on record
Key stats
Fundamentals Sep 30- Open
- $77.12
- 52-wk high
- $134.92
- High
- $77.45
- 52-wk low
- $44.56
- Low
- $75.10
- Prev close
- $75.95
- Mkt cap
- $29.45B
- P/E
- 50.1x
- Volume
- 9.41M
- Fwd P/E
- 16.5x
- Beta
- 2.00
- P/S
- 4.8x
- P/B
- 4.0x
- Profit margin
- +10.2%
- Op margin
- +19.5%
- ROE
- +8.3%
What do analysts expect?
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsQuestions about ON filings
Are insiders buying or selling ON Semiconductor Corporation (ON) stock?
Neither. ON Semiconductor Corporation (ON) insiders filed no open-market purchases or sales in the 90 days to Oct 1, 2026, according to SEC Form 4 filings.
Which members of Congress have traded ON recently?
None. No member of Congress disclosed a ON trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.
How current is this ON smart-money data?
This summary uses filings available on Oct 1, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.
Smart money
8 funds hold a position, insiders have been net selling, and 1 fin-fluencer is discussing it.
What funds are doing
Buys/Adds (2)
- JR
Josh Resnick
$461.5M
bought
- CI
Citadel
$176.3M
added
Sells/Trims (1)
- SP
Slate Path Capital
$362.9M
trimmed
How top traders are positioned
No tracked top-trader positions in ON right now.
Live Hyperliquid positioning - not every stock is covered
Earnings
Earnings came in 2.8% above what analysts expected.
Earnings per share
$0.72 expected
Revenue
$1.59B expected
GAAP EPS was $0.56 and adjusted EPS was $0.74. The adjusted figure is comparable to consensus.
Q3 2026 guidance
$1.65B to $1.75B
$1.67B expected+1.8%at the midpoint
Reports Nov 2, 2026, in 32 days
Estimates as of Oct 1, 2026
EPS expected
$0.84 to $0.92
Revenue expected
27 analysts
Last 30 days
Analysts raising estimates
What the company said
Financials
What it sold, what it cost, what was left.
| USD | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $1.55B | $1.53B | $1.51B | $1.60B |
| Cost of what it sold | $963.7M | $995.8M | $930.2M | $987.2M |
| Gross profit | $587.2M | $534.3M | $583.1M | $616.3M |
| What it spent | ||||
| Research and development | $141.9M | $133.8M | $144.3M | $140.8M |
| Sales and admin | $87.3M | $86.0M | $89.4M | $101.9M |
| Other operating costs | $93.6M | $61.5M | $402.8M | $115.0M |
| Total operating expenses | $322.8M | $281.3M | $636.5M | $357.7M |
| What was left | ||||
| Operating profit | $264.4M | $253.0M | -$53.4M | $258.6M |
| Interest on debt | $17.7M | $17.3M | $12.7M | $13.7M |
| Profit before tax | $273.0M | $217.1M | -$44.6M | $270.9M |
| Tax | $17.7M | $35.3M | -$11.7M | $43.4M |
| Net profit | $255.0M | $181.8M | -$33.4M | $226.8M |
| EBITDA | $437.2M | $449.3M | -$46.7M | $425.9M |
Technicals
Price structure
This stock's price action is mixed.
Trend
Mixed
55 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace