ON ON Semiconductor Corp.

$ON update — $74 held. The shelf is now support. Yesterday the line was $74. Today the daily closed $77.20 (+5.5%) on 11.2M shares and tagged $77.68. SCTR jumped to 74.5. The descending trendline is behind us. The $74–$76 shelf that was resistance is the first higher-low zone. Nothing changed in the fundamental. onsemi is still the power layer under the rack. $15K → $115K of semiconductor content per AI rack on 800V. AI data-center revenue set to more than double in 2026, again in 2027, $2.5B+ by 2030. Q2 already printed the cycle turn. Next print November 2. Structure now: $74 is the line that must hold on a retest. Next supply is $80.39. Measured move is unchanged — +64% toward the low $120S if this reclaim sticks. Lose $72 and Friday was just a squeeze through the shelf. Simple read: the test happened. Price accepted above the line. Power density is still the bottleneck. $74 is support now, not the ask. NFA.

$ON $SYNA onsemi and Synaptics Announce Revised Merger Agreement "Under the revised agreement, onsemi will acquire Synaptics for $123 per share in cash for an aggregate value of approximately $5.7 billion as compared to approximately $7 billion for the prior agreement. The transaction is expected to be immediately accretive to onsemi’s non-GAAP earnings per share and provides value certainty for Synaptics’ shareholders."

$ON reversal is becoming validated. MACD cross, RSI over 50 as of today showing buyers taking control, bullish PSAR switch turned on today. Weekly is curling up and we might be able to catch a trend back up to ride that wave. Looking to add some at these levels and also use ONG for a swing trade.

$ON WAY TOO LOW VALUE. FAIR MARKET CAP SHOULD BE 3.4 TRILLION. Don’t people know this is A.I!?!?!?!?

$ON My calls hit exercised in the money . Just bought the $ 145 for Feb . This one can pull a AMD type run higher . ON is stronger than most realize just yet . Like buying AMD at $ 189

$ON $SYNA Onsemi, Synaptics announce revised merger agreement Onsemi (ON) and Synaptics (SYNA) announced they have amended their June 25, 2026 merger agreement. The amendment follows an unsolicited competing proposal received from a third party. Under the revised agreement, onsemi will acquire Synaptics for $123 per share in cash for an aggregate value of approximately $5.7 billion as compared to approximately $7 billion for the prior agreement. The transaction is expected to be immediately accretive to onsemi's non-GAAP earnings per share and provides value certainty for Synaptics' shareholders. "As was the case when we initially announced the acquisition, Synaptics addresses an important aspect of our strategic direction, and we believe the revised merger agreement represents a more financially attractive transaction for our shareholders," said Hassane El-Khoury, President and CEO of onsemi. "The all-cash transaction delivers higher value to our shareholders through lower total cost consideration, and we now expect the transaction to be immediately accretive to non-GAAP EPS upon closing. In addition, we have identified incremental opportunities to create shareholder value beyond the previously announced $200 million of annual run-rate synergies. These additional benefits from revenue synergies and insourcing of a portion of Synaptics' production are expected to be realized after the initial 18 months post-close, further strengthening the long-term earnings and cash flow profile of the combined company." The transaction will be financed through a combination of cash on hand and committed financing. onsemi has obtained fully committed debt financing from Morgan Stanley. The amended merger agreement does not include a closing condition related to onsemi's financing. The transaction is still expected to close by mid-2027, subject to approval by Synaptics shareholders, the receipt of required regulatory approvals and other customary closing conditions. The transaction has been approved by the United States Federal Trade Commission, and regulators in other jurisdictions are reviewing the transaction.

$ON thank you. I love you because you bring profits. Another 10%+ 🚀 ripper baby, shamefully within weeks.

$ON breaking news. She loves me back! I am no longer broke. Give me a little more 🚀 juice pls.

$ON Bank bar off the shelf, entry on retest of 1hr accumulation zone. This one is volatile, so best to lock up these profits right here and wait a few days for the next move

$ON just some pull back ... don't mind it lower. staying in cash for bigger purchases at lower levels.

$ON question is NAS going lower than 30k mark. Drops below not expecting support till 26k-28k. Bounce off of trend line or going lower yet is the question.

$ON Setting up nice pivot on daily. Breakout trigger at 86.50 . Positive divergence since July . Getting stronger with volume supporting.

$ON Onsemi price target raised to $80 from $75 at Stifel Stifel raised the firm's price target on Onsemi to $80 from $75 and keeps a Hold rating on the shares.

$ON Rare deal dynamic: an unsolicited rival bid for Synaptics produced a lower price, not a bidding war. Onsemi's all-stock $7.0B offer became a $5.7B all-cash deal at 123 a share. The context: onsemi shares have fallen from 118.74 in June to about 80, so the old 1.35-share exchange was worth only about 115 to Synaptics holders. Cash at 123 pays more for a lower headline. And the structure is better for onsemi shareholders. Stifel notes cash removes the roughly 12% of the combined company Synaptics holders would have owned. No dilution; the cost shifts to the balance sheet via a $2.45B Morgan Stanley term loan. The new terms are immediately accretive to non-GAAP EPS (the old ones would not be for 18 months), and onsemi found extra revenue synergies plus a path to insource part of Synaptics' production, on top of the 200 million annual cost target. ON is up about 6% Friday.

ON Stock Draws Bullish Initiation From StoneX — Analyst Sees Nearly 50% Upside On Broadening Chip Recovery $ON $SOXX $SYNA https://stocktwits.com/news/equity/markets/on-stock-draws-bullish-initiation-from-stone-x-analyst-sees-nearly-50-upside-on-broadening-chip-recovery/cZxWsJPRBA8

$ON awaitin another peak not so soon, than back to 90-95, glad not sold at 85, bein' in from 68

$ON was hoping for only a short pull back. Was expecting for a pull back to 80-83 then go higher.

Closed 50 $ON 86C 10/02 @ $0.60 (Entry: $0.70) | Gain: -9.3%🩸 Opened: 9:31 AM ET Partial Close Closed: 100/150 (67%) Remaining: 50 @ $0.70 Trade Summary Total Closed: 100/150 Average Close Price: $0.60 Total Profit: $-700.00🩸

$ON $SYNA Why is the buyer rising? The original $7B all-stock deal announced June 25 sent ON from $118.74 to $90.65 the next day (-23.7%). The revised deal is ~$5.7B cash at $123/SYNA share, avoiding acquisition-share dilution. My read: investors favor the revised economics. Financing and integration risks remain; $118 isn’t an automatic recovery target. But the recovery can start.

$ON: onsemi amended its agreement to acquire Synaptics $SYNA in an all-cash transaction valued at about $5.7 billion, saying the revised structure is expected to be immediately accretive to non-GAAP EPS at closing.