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These 8 chip stocks now offer enhanced buying opportunities, BofA says

Tue, 25 Aug 2026 06:46:29 -0400

Investing.com -- Bank of America told clients in a note on Tuesday that the risk/reward in semiconductors is positive despite near-term pressure, with the bank flagging eight names as enhanced buying opportunities.

Analyst Vivek Arya pointed to Nvidia (NASDAQ: NVDA), Marvell (NASDAQ: MRVL), Micron (NASDAQ: MU), Lam Research (NASDAQ: LRCX), AMD (NASDAQ: AMD), Intel (NASDAQ: INTC), Analog Devices (NASDAQ: ADI) and ON Semiconductor (NASDAQ: ON).

He said demand remains solid, but three headwinds could cap the group near term, with

These 8 chip stocks now offer enhanced buying opportunities, BofA says

Tue, 25 Aug 2026 06:46:29 -0400

He said demand remains solid, but three headwinds could cap the group near term, with

These 8 chip stocks now offer enhanced buying opportunities, BofA says

Tue, 25 Aug 2026 06:46:29 -0400

He said demand remains solid, but three headwinds could cap the group near term, with

These 8 chip stocks now offer enhanced buying opportunities, BofA says

Tue, 25 Aug 2026 06:46:29 -0400

He said demand remains solid, but three headwinds could cap the group near term, with

These 8 chip stocks now offer enhanced buying opportunities, BofA says

Tue, 25 Aug 2026 06:46:29 -0400

He said demand remains solid, but three headwinds could cap the group near term, with

These 8 chip stocks now offer enhanced buying opportunities, BofA says

Tue, 25 Aug 2026 06:46:29 -0400

He said demand remains solid, but three headwinds could cap the group near term, with

These 8 chip stocks now offer enhanced buying opportunities, BofA says

Tue, 25 Aug 2026 06:46:29 -0400

He said demand remains solid, but three headwinds could cap the group near term, with

These 8 chip stocks now offer enhanced buying opportunities, BofA says

Tue, 25 Aug 2026 06:46:29 -0400

He said demand remains solid, but three headwinds could cap the group near term, with

These 8 chip stocks now offer enhanced buying opportunities, BofA says

Tue, 25 Aug 2026 06:46:29 -0400

He said demand remains solid, but three headwinds could cap the group near term, with

These 8 chip stocks now offer enhanced buying opportunities, BofA says

Tue, 25 Aug 2026 06:46:29 -0400

He said demand remains solid, but three headwinds could cap the group near term, with

These 8 chip stocks now offer enhanced buying opportunities, BofA says

Tue, 25 Aug 2026 06:46:29 -0400

He said demand remains solid, but three headwinds could cap the group near term, with

These 8 chip stocks now offer enhanced buying opportunities, BofA says

Tue, 25 Aug 2026 06:46:29 -0400

He said demand remains solid, but three headwinds could cap the group near term, with

These 8 chip stocks now offer enhanced buying opportunities, BofA says

Tue, 25 Aug 2026 06:46:29 -0400

He said demand remains solid, but three headwinds could cap the group near term, with

These 8 chip stocks now offer enhanced buying opportunities, BofA says

Tue, 25 Aug 2026 06:46:29 -0400

He said demand remains solid, but three headwinds could cap the group near term, with

These 8 chip stocks now offer enhanced buying opportunities, BofA says

Tue, 25 Aug 2026 06:46:29 -0400

He said demand remains solid, but three headwinds could cap the group near term, with

These 8 chip stocks now offer enhanced buying opportunities, BofA says

Tue, 25 Aug 2026 06:46:29 -0400

He said demand remains solid, but three headwinds could cap the group near term, with

Form S-4 ON SEMICONDUCTOR CORP

Fri, 21 Aug 2026 09:53:00 -0400

si-local-file:///var/storage/secattach/20260821/26959298.html

Form S-4 ON SEMICONDUCTOR CORP

Fri, 21 Aug 2026 09:53:00 -0400

si-local-file:///var/storage/secattach/20260821/26959298.html

Form 8-K ON SEMICONDUCTOR CORP For: Aug 12

Thu, 13 Aug 2026 06:06:00 -0400

si-local-file:///var/storage/secattach/20260813/26915755.html

Form 8-K ON SEMICONDUCTOR CORP For: Aug 12

Thu, 13 Aug 2026 06:06:00 -0400

si-local-file:///var/storage/secattach/20260813/26915755.html

ON Semiconductor (ON) PT Lowered to $40 at Truist Securities

Wed, 12 Aug 2026 09:34:57 -0400

Truist Securities analyst William Stein lowered the price target on ON Semiconductor (NASDAQ: ON) to $40.00 (from $48.00) while maintaining a Buy rating.

The analyst commented: "Protecting margins/brand equity in a tough environment; remain bullish on LT growth opps w/ leading profitability; ONON lowered its FY26 topline outlook as a promotional marketplace in the Americas is pressuring the wholesale outlook & fueling bear concerns about the LT growth profile. That said, margins remain robust (GM guide raised & EBITDA margin guide reit), highlighting the benefits of ONON’s premium positioning. We expect sentiment to remain pressured over the NT but see opps

ON Semiconductor (ON) PT Lowered to $40 at Truist Securities

Wed, 12 Aug 2026 09:34:57 -0400

Truist Securities analyst William Stein lowered the price target on ON Semiconductor (NASDAQ: ON) to $40.00 (from $48.00) while maintaining a Buy rating.

ON Semiconductor (ON) PT Lowered to $62 at Bernstein SocGen

Wed, 12 Aug 2026 09:28:01 -0400

Bernstein SocGen Group analyst Aneesha Sherman lowered the price target on ON Semiconductor (NASDAQ: ON) to $62.00 (from $70.00) while maintaining an Outperform rating.

The analyst commented: "Transitory pressure or structural slowdown? Despite an in-line Q2, weak US Wholesale growth took a toll on the stock, raising concerns of a structural slowdown. Mgmt seems optimistic about a rebound from 2027 launches but given the uncertainty and downward revisions today, we expect the stock to stay out of favor for now, with the Sept Investor Day as the next catalyst. We remain positive but cut PT to $62. Last quarter, we wrote

ON Semiconductor (ON) PT Lowered to $62 at Bernstein SocGen

Wed, 12 Aug 2026 09:28:01 -0400

Bernstein SocGen Group analyst Aneesha Sherman lowered the price target on ON Semiconductor (NASDAQ: ON) to $62.00 (from $70.00) while maintaining an Outperform rating.

On Holding AG (ONON)PT Lowered to $42 at Goldman Sachs

Tue, 11 Aug 2026 16:25:20 -0400

Goldman Sachs analyst Richard Edwards lowered the price target on On Holding AG (NYSE: ONON) to $42.00 (from $46.00) while maintaining a Buy rating.

The analyst comments "GS view: On's 2Q26 results demonstrate their disciplined approach to protecting their premium brand positioning in light of a highly promotional wholesale marketplace in the US. Consequently, whilst 2Q headline sales was a miss at CHF 850.3mn vs consensus at CHF 880mn, wholesale growth came in markedly below expectations at cFX +12.7% yoy. Conversely, DTC growth remained strong at cFX +34.3% yoy driving gross margin +390bps yoy to 65.4%, with adj.EBITDA margin +160bp yoy