http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Wed, 21 Oct 2026 07:40:50 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Analyst+PT+Change/ON+Semiconductor+%28ON%29+PT+Lowered+to+%24120+at+Susquehanna/27213150.html Susquehanna analyst Christopher Rolland lowered the price target on ON Semiconductor (NASDAQ: ON) to $120.00 (from $150.00) while maintaining a Positive rating. http://www.streetinsider.com/Analyst+PT+Change/ON+Semiconductor+%28ON%29+PT+Lowered+to+%24120+at+Susquehanna/27213150.html Wed, 21 Oct 2026 07:40:50 -0400 ON http://www.streetinsider.com/Analyst+PT+Change/ON+Semiconductor+%28ON%29+PT+Lowered+to+%2475+at+TD+Cowen/27201935.html TD Cowen analyst Joshua Buchalter lowered the price target on ON Semiconductor (NASDAQ: ON) to $75.00 (from $95.00) while maintaining a Hold rating. http://www.streetinsider.com/Analyst+PT+Change/ON+Semiconductor+%28ON%29+PT+Lowered+to+%2475+at+TD+Cowen/27201935.html Mon, 19 Oct 2026 09:37:19 -0400 ON http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Hot+List/This+name+is+%22one+of+the+best+ways+to+play+the+broadening+chip+cycle+strength%22%3A+StoneX/27199631.html <p>Investing.com-- A semiconductor company is poised to benefit from a strengthening chip cycle, rising artificial intelligence (AI) data centre demand and improving manufacturing efficiency, with new products and a pending acquisition offering additional earnings growth potential, StoneX analysts said in a note.</p><p>StoneX initiated coverage of ON Semiconductor, known as onsemi, with a Buy rating and a $110 price target, citing the company's exposure to automotive electrification, advanced driver-assistance systems and AI data centre power infrastructure.</p><p>The target implies a valuation of 16 times fiscal 2028 adjusted earnings per share, excluding stock-based compensation and including expected benefits from the acquisition of Synaptics.</p><p>Mobley http://www.streetinsider.com/Hot+List/This+name+is+%22one+of+the+best+ways+to+play+the+broadening+chip+cycle+strength%22%3A+StoneX/27199631.html Mon, 19 Oct 2026 03:00:00 -0400 ON http://www.streetinsider.com/Hot+List+Pro/This+name+is+%22one+of+the+best+ways+to+play+the+broadening+chip+cycle+strength%22%3A+StoneX/27199631.html <p>Investing.com-- A semiconductor company is poised to benefit from a strengthening chip cycle, rising artificial intelligence (AI) data centre demand and improving manufacturing efficiency, with new products and a pending acquisition offering additional earnings growth potential, StoneX analysts said in a note.</p><p>StoneX initiated coverage of ON Semiconductor, known as onsemi, with a Buy rating and a $110 price target, citing the company's exposure to automotive electrification, advanced driver-assistance systems and AI data centre power infrastructure.</p><p>The target implies a valuation of 16 times fiscal 2028 adjusted earnings per share, excluding stock-based compensation and including expected benefits from the acquisition of Synaptics.</p><p>Mobley http://www.streetinsider.com/Hot+List+Pro/This+name+is+%22one+of+the+best+ways+to+play+the+broadening+chip+cycle+strength%22%3A+StoneX/27199631.html Mon, 19 Oct 2026 03:00:00 -0400 ON http://www.streetinsider.com/New+Coverage/StoneX+Starts+ON+Semiconductor+%28ON%29+at+Buy/27188506.html <p>StoneX analyst Gary Mobley initiates coverage on ON Semiconductor (NASDAQ: ON) with a Buy rating and a price target of $110.00.</p><p>The analyst comments: “We are initiating coverage of ON Semiconductor Corp (a.k.a. onsemi, NASDAQ: ON) with a Buy rating. Our price target is $110, which assumes shares trade at 16.0x FY28 non-GAAP EPS, with the accretion generated from the pending Synaptics (SYNA) acquisition & excluding share-based compensation. We see ON as one of the best ways to play the broadening chip cycle strength. Additionally, the revenue growth thesis is neither entirely dependent nor completely broken by AI data center spending. http://www.streetinsider.com/New+Coverage/StoneX+Starts+ON+Semiconductor+%28ON%29+at+Buy/27188506.html Thu, 15 Oct 2026 03:43:23 -0400 ON