Wolfspeed Sinks 12% on Wider-Than-Expected Loss, ON Semiconductor Slips as Chip Sector Holds Steady

Wolfspeed (NYSE:WOLF | WOLF Price Prediction) stock is down 12% to $25.74 in Thursday morning trading after the silicon carbide chipmaker posted a fiscal Q4 2026 adjusted loss that came in far wider than analysts expected.

24/7 Wall Street • Aug 20, 2026

Power Semis Soar Monday: Wolfspeed, STMicro and On Semiconductor Rally on Vera Rubin Ramp Signals

Power semiconductor stocks are pushing higher in Monday trading, with Wolfspeed (NYSE:WOLF | WOLF Price Prediction) up 5.74% to $33.61, STMicroelectronics (NYSE:STM) up 4.17% to $56.56, and ON Semiconductor (NASDAQ:ON) up 2.96% to $85.11.

24/7 Wall Street • Aug 17, 2026

onsemi Boosts Utilization as AI Data Center Revenue Set to More Than Double

onsemi NASDAQ: ON executives said the company is increasing factory utilization to meet stronger demand in AI data center markets while maintaining its longer-term focus on automotive and industrial customers.

MarketBeat • Aug 16, 2026

Why I've Begun Accumulating ON Semiconductor

ON Semiconductor keeps making the case for accumulation, and the Q2 2026 report only strengthened it.

24/7 Wall Street • Aug 14, 2026

ON Semiconductor Corporation (ON) Presents at The KeyBanc Technology Leadership Forum 2026 Transcript

ON Semiconductor Corporation (ON) Presents at The KeyBanc Technology Leadership Forum 2026 Transcript

Seeking Alpha • Aug 11, 2026

Why One Prominent Analyst Expects 85% Returns for ON Semiconductor Despite Current Turmoil

ON Semiconductor (NASDAQ:ON | ON Price Prediction) currently trades at $81.17, while the Wall Street consensus price target sits at $108.88, leaving roughly 34% of implied upside.

24/7 Wall Street • Aug 10, 2026

ON Semiconductor: Why I Am Raising My Price Target After Q2 2026

I'm reiterating ON Semiconductor as a Strong Buy with a raised price target of $139. Q2 2026 results exceeded expectations: revenue grew 9% y/y to $1.604B, non-GAAP EPS reached $0.74, and operating margin expanded to 20.8%. AI data center power remains ON's fastest-growing business, with management now expecting revenue to more than double in 2026, strengthening the investment thesis.

Seeking Alpha • Aug 6, 2026

Price Prediction: ON Semiconductor Stock Looks Ready for Its Next Move

Our call on ON Semiconductor (NASDAQ:ON | ON Price Prediction) is straightforward.

24/7 Wall Street • Aug 5, 2026

ON Semiconductor Corp. (ON) Moves to Buy: Rationale Behind the Upgrade

ON Semiconductor Corp. (ON) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

Zacks Investment Research • Aug 5, 2026

Carillon Chartwell Mid Cap Value Fund Q2 2026 Portfolio Review

ON Semiconductor designs and manufactures power and sensing semiconductors for automotive, industrial, and data center applications. Knight-Swift Transportation is one of North America's largest trucking and logistics companies, providing full-truckload, less-than-truckload, intermodal, and freight brokerage services. Expand Energy is the largest independent natural gas producer in the US, with operations focused primarily in the Haynesville and Appalachia basins.

Seeking Alpha • Aug 5, 2026