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) Thu, 03 Sep 2026 05:49:17 -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+%2495+at+Wells+Fargo/27021251.html <p>Wells Fargo analyst Joe Quatrochi lowered the price target on ON Semiconductor (NASDAQ: ON) to $95.00 (from $110.00) while maintaining a Overweight rating.</p><p>The analyst comments "Recent share u/p creates an interesting risk / reward into ON's 9/16 A-day. We like the setup as we think a reasonable 2030 tgt model (11%-13% rev CAGR + $9-$11 EPS) & positive DC overview / update could drive shares higher. PT $95 Sentiment Check. Despite shares -40% since announcing its acq of SYNA (vs. SOX -15%), sentiment remains relatively mixed / neg into ON's 9/16 Analyst Day. That said, we like the setup into http://www.streetinsider.com/Analyst+PT+Change/ON+Semiconductor+%28ON%29+PT+Lowered+to+%2495+at+Wells+Fargo/27021251.html Thu, 03 Sep 2026 05:49:17 -0400 ON http://www.streetinsider.com/Analyst+Comments/ON+Semiconductor+%28ON%29+PT+Lowered+to+%2495+at+Wells+Fargo/27021251.html <p>Wells Fargo analyst Joe Quatrochi lowered the price target on ON Semiconductor (NASDAQ: ON) to $95.00 (from $110.00) while maintaining a Overweight rating.</p><p>The analyst comments "Recent share u/p creates an interesting risk / reward into ON's 9/16 A-day. We like the setup as we think a reasonable 2030 tgt model (11%-13% rev CAGR + $9-$11 EPS) & positive DC overview / update could drive shares higher. PT $95 Sentiment Check. Despite shares -40% since announcing its acq of SYNA (vs. SOX -15%), sentiment remains relatively mixed / neg into ON's 9/16 Analyst Day. That said, we like the setup into http://www.streetinsider.com/Analyst+Comments/ON+Semiconductor+%28ON%29+PT+Lowered+to+%2495+at+Wells+Fargo/27021251.html Thu, 03 Sep 2026 05:49:17 -0400 ON http://www.streetinsider.com/Investing/These+8+chip+stocks+now+offer+enhanced+buying+opportunities%2C+BofA+says/26970558.html <p>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.</p> <p dir="ltr">Analyst Vivek Arya pointed to Nvidia (NASDAQ: NVDA), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Marvell</span></span> (NASDAQ: MRVL), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Micron</span></span> (NASDAQ: MU), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Lam Research</span></span> (NASDAQ: LRCX), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">AMD</span></span> (NASDAQ: AMD), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Intel</span></span> (NASDAQ: INTC), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Analog Devices</span></span> (NASDAQ: ADI) and <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">ON Semiconductor</span></span> (NASDAQ: ON).</p> <p dir="ltr">He said demand remains solid, but three headwinds could cap the group near term, with http://www.streetinsider.com/Investing/These+8+chip+stocks+now+offer+enhanced+buying+opportunities%2C+BofA+says/26970558.html Tue, 25 Aug 2026 06:46:29 -0400 ADI AMD INTC LRCX MRVL MU NVDA ON http://www.streetinsider.com/Investing/These+8+chip+stocks+now+offer+enhanced+buying+opportunities%2C+BofA+says/26970558.html <p>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.</p> <p dir="ltr">Analyst Vivek Arya pointed to Nvidia (NASDAQ: NVDA), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Marvell</span></span> (NASDAQ: MRVL), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Micron</span></span> (NASDAQ: MU), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Lam Research</span></span> (NASDAQ: LRCX), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">AMD</span></span> (NASDAQ: AMD), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Intel</span></span> (NASDAQ: INTC), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Analog Devices</span></span> (NASDAQ: ADI) and <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">ON Semiconductor</span></span> (NASDAQ: ON).</p> <p dir="ltr">He said demand remains solid, but three headwinds could cap the group near term, with http://www.streetinsider.com/Investing/These+8+chip+stocks+now+offer+enhanced+buying+opportunities%2C+BofA+says/26970558.html Tue, 25 Aug 2026 06:46:29 -0400 ADI AMD INTC LRCX MRVL MU NVDA ON http://www.streetinsider.com/Investing/These+8+chip+stocks+now+offer+enhanced+buying+opportunities%2C+BofA+says/26970558.html <p>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.</p> <p dir="ltr">Analyst Vivek Arya pointed to Nvidia (NASDAQ: NVDA), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Marvell</span></span> (NASDAQ: MRVL), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Micron</span></span> (NASDAQ: MU), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Lam Research</span></span> (NASDAQ: LRCX), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">AMD</span></span> (NASDAQ: AMD), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Intel</span></span> (NASDAQ: INTC), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Analog Devices</span></span> (NASDAQ: ADI) and <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">ON Semiconductor</span></span> (NASDAQ: ON).</p> <p dir="ltr">He said demand remains solid, but three headwinds could cap the group near term, with http://www.streetinsider.com/Investing/These+8+chip+stocks+now+offer+enhanced+buying+opportunities%2C+BofA+says/26970558.html Tue, 25 Aug 2026 06:46:29 -0400 ADI AMD INTC LRCX MRVL MU NVDA ON http://www.streetinsider.com/Investing/These+8+chip+stocks+now+offer+enhanced+buying+opportunities%2C+BofA+says/26970558.html <p>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.</p> <p dir="ltr">Analyst Vivek Arya pointed to Nvidia (NASDAQ: NVDA), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Marvell</span></span> (NASDAQ: MRVL), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Micron</span></span> (NASDAQ: MU), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Lam Research</span></span> (NASDAQ: LRCX), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">AMD</span></span> (NASDAQ: AMD), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Intel</span></span> (NASDAQ: INTC), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Analog Devices</span></span> (NASDAQ: ADI) and <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">ON Semiconductor</span></span> (NASDAQ: ON).</p> <p dir="ltr">He said demand remains solid, but three headwinds could cap the group near term, with http://www.streetinsider.com/Investing/These+8+chip+stocks+now+offer+enhanced+buying+opportunities%2C+BofA+says/26970558.html Tue, 25 Aug 2026 06:46:29 -0400 ADI AMD INTC LRCX MRVL MU NVDA ON http://www.streetinsider.com/Investing/These+8+chip+stocks+now+offer+enhanced+buying+opportunities%2C+BofA+says/26970558.html <p>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.</p> <p dir="ltr">Analyst Vivek Arya pointed to Nvidia (NASDAQ: NVDA), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Marvell</span></span> (NASDAQ: MRVL), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Micron</span></span> (NASDAQ: MU), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Lam Research</span></span> (NASDAQ: LRCX), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">AMD</span></span> (NASDAQ: AMD), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Intel</span></span> (NASDAQ: INTC), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Analog Devices</span></span> (NASDAQ: ADI) and <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">ON Semiconductor</span></span> (NASDAQ: ON).</p> <p dir="ltr">He said demand remains solid, but three headwinds could cap the group near term, with http://www.streetinsider.com/Investing/These+8+chip+stocks+now+offer+enhanced+buying+opportunities%2C+BofA+says/26970558.html Tue, 25 Aug 2026 06:46:29 -0400 ADI AMD INTC LRCX MRVL MU NVDA ON http://www.streetinsider.com/Investing/These+8+chip+stocks+now+offer+enhanced+buying+opportunities%2C+BofA+says/26970558.html <p>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.</p> <p dir="ltr">Analyst Vivek Arya pointed to Nvidia (NASDAQ: NVDA), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Marvell</span></span> (NASDAQ: MRVL), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Micron</span></span> (NASDAQ: MU), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Lam Research</span></span> (NASDAQ: LRCX), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">AMD</span></span> (NASDAQ: AMD), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Intel</span></span> (NASDAQ: INTC), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Analog Devices</span></span> (NASDAQ: ADI) and <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">ON Semiconductor</span></span> (NASDAQ: ON).</p> <p dir="ltr">He said demand remains solid, but three headwinds could cap the group near term, with http://www.streetinsider.com/Investing/These+8+chip+stocks+now+offer+enhanced+buying+opportunities%2C+BofA+says/26970558.html Tue, 25 Aug 2026 06:46:29 -0400 ADI AMD INTC LRCX MRVL MU NVDA ON http://www.streetinsider.com/Investing/These+8+chip+stocks+now+offer+enhanced+buying+opportunities%2C+BofA+says/26970558.html <p>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.</p> <p dir="ltr">Analyst Vivek Arya pointed to Nvidia (NASDAQ: NVDA), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Marvell</span></span> (NASDAQ: MRVL), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Micron</span></span> (NASDAQ: MU), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Lam Research</span></span> (NASDAQ: LRCX), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">AMD</span></span> (NASDAQ: AMD), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Intel</span></span> (NASDAQ: INTC), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Analog Devices</span></span> (NASDAQ: ADI) and <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">ON Semiconductor</span></span> (NASDAQ: ON).</p> <p dir="ltr">He said demand remains solid, but three headwinds could cap the group near term, with http://www.streetinsider.com/Investing/These+8+chip+stocks+now+offer+enhanced+buying+opportunities%2C+BofA+says/26970558.html Tue, 25 Aug 2026 06:46:29 -0400 ADI AMD INTC LRCX MRVL MU NVDA ON http://www.streetinsider.com/Investing/These+8+chip+stocks+now+offer+enhanced+buying+opportunities%2C+BofA+says/26970558.html <p>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.</p> <p dir="ltr">Analyst Vivek Arya pointed to Nvidia (NASDAQ: NVDA), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Marvell</span></span> (NASDAQ: MRVL), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Micron</span></span> (NASDAQ: MU), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Lam Research</span></span> (NASDAQ: LRCX), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">AMD</span></span> (NASDAQ: AMD), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Intel</span></span> (NASDAQ: INTC), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Analog Devices</span></span> (NASDAQ: ADI) and <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">ON Semiconductor</span></span> (NASDAQ: ON).</p> <p dir="ltr">He said demand remains solid, but three headwinds could cap the group near term, with http://www.streetinsider.com/Investing/These+8+chip+stocks+now+offer+enhanced+buying+opportunities%2C+BofA+says/26970558.html Tue, 25 Aug 2026 06:46:29 -0400 ADI AMD INTC LRCX MRVL MU NVDA ON http://www.streetinsider.com/General+News/These+8+chip+stocks+now+offer+enhanced+buying+opportunities%2C+BofA+says/26970558.html <p>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.</p> <p dir="ltr">Analyst Vivek Arya pointed to Nvidia (NASDAQ: NVDA), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Marvell</span></span> (NASDAQ: MRVL), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Micron</span></span> (NASDAQ: MU), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Lam Research</span></span> (NASDAQ: LRCX), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">AMD</span></span> (NASDAQ: AMD), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Intel</span></span> (NASDAQ: INTC), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Analog Devices</span></span> (NASDAQ: ADI) and <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">ON Semiconductor</span></span> (NASDAQ: ON).</p> <p dir="ltr">He said demand remains solid, but three headwinds could cap the group near term, with http://www.streetinsider.com/General+News/These+8+chip+stocks+now+offer+enhanced+buying+opportunities%2C+BofA+says/26970558.html Tue, 25 Aug 2026 06:46:29 -0400 ADI AMD INTC LRCX MRVL MU NVDA ON http://www.streetinsider.com/General+News/These+8+chip+stocks+now+offer+enhanced+buying+opportunities%2C+BofA+says/26970558.html <p>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.</p> <p dir="ltr">Analyst Vivek Arya pointed to Nvidia (NASDAQ: NVDA), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Marvell</span></span> (NASDAQ: MRVL), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Micron</span></span> (NASDAQ: MU), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Lam Research</span></span> (NASDAQ: LRCX), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">AMD</span></span> (NASDAQ: AMD), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Intel</span></span> (NASDAQ: INTC), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Analog Devices</span></span> (NASDAQ: ADI) and <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">ON Semiconductor</span></span> (NASDAQ: ON).</p> <p dir="ltr">He said demand remains solid, but three headwinds could cap the group near term, with http://www.streetinsider.com/General+News/These+8+chip+stocks+now+offer+enhanced+buying+opportunities%2C+BofA+says/26970558.html Tue, 25 Aug 2026 06:46:29 -0400 ADI AMD INTC LRCX MRVL MU NVDA ON http://www.streetinsider.com/General+News/These+8+chip+stocks+now+offer+enhanced+buying+opportunities%2C+BofA+says/26970558.html <p>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.</p> <p dir="ltr">Analyst Vivek Arya pointed to Nvidia (NASDAQ: NVDA), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Marvell</span></span> (NASDAQ: MRVL), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Micron</span></span> (NASDAQ: MU), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Lam Research</span></span> (NASDAQ: LRCX), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">AMD</span></span> (NASDAQ: AMD), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Intel</span></span> (NASDAQ: INTC), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Analog Devices</span></span> (NASDAQ: ADI) and <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">ON Semiconductor</span></span> (NASDAQ: ON).</p> <p dir="ltr">He said demand remains solid, but three headwinds could cap the group near term, with http://www.streetinsider.com/General+News/These+8+chip+stocks+now+offer+enhanced+buying+opportunities%2C+BofA+says/26970558.html Tue, 25 Aug 2026 06:46:29 -0400 ADI AMD INTC LRCX MRVL MU NVDA ON http://www.streetinsider.com/General+News/These+8+chip+stocks+now+offer+enhanced+buying+opportunities%2C+BofA+says/26970558.html <p>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.</p> <p dir="ltr">Analyst Vivek Arya pointed to Nvidia (NASDAQ: NVDA), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Marvell</span></span> (NASDAQ: MRVL), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Micron</span></span> (NASDAQ: MU), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Lam Research</span></span> (NASDAQ: LRCX), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">AMD</span></span> (NASDAQ: AMD), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Intel</span></span> (NASDAQ: INTC), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Analog Devices</span></span> (NASDAQ: ADI) and <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">ON Semiconductor</span></span> (NASDAQ: ON).</p> <p dir="ltr">He said demand remains solid, but three headwinds could cap the group near term, with http://www.streetinsider.com/General+News/These+8+chip+stocks+now+offer+enhanced+buying+opportunities%2C+BofA+says/26970558.html Tue, 25 Aug 2026 06:46:29 -0400 ADI AMD INTC LRCX MRVL MU NVDA ON http://www.streetinsider.com/General+News/These+8+chip+stocks+now+offer+enhanced+buying+opportunities%2C+BofA+says/26970558.html <p>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.</p> <p dir="ltr">Analyst Vivek Arya pointed to Nvidia (NASDAQ: NVDA), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Marvell</span></span> (NASDAQ: MRVL), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Micron</span></span> (NASDAQ: MU), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Lam Research</span></span> (NASDAQ: LRCX), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">AMD</span></span> (NASDAQ: AMD), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Intel</span></span> (NASDAQ: INTC), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Analog Devices</span></span> (NASDAQ: ADI) and <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">ON Semiconductor</span></span> (NASDAQ: ON).</p> <p dir="ltr">He said demand remains solid, but three headwinds could cap the group near term, with http://www.streetinsider.com/General+News/These+8+chip+stocks+now+offer+enhanced+buying+opportunities%2C+BofA+says/26970558.html Tue, 25 Aug 2026 06:46:29 -0400 ADI AMD INTC LRCX MRVL MU NVDA ON http://www.streetinsider.com/General+News/These+8+chip+stocks+now+offer+enhanced+buying+opportunities%2C+BofA+says/26970558.html <p>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.</p> <p dir="ltr">Analyst Vivek Arya pointed to Nvidia (NASDAQ: NVDA), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Marvell</span></span> (NASDAQ: MRVL), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Micron</span></span> (NASDAQ: MU), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Lam Research</span></span> (NASDAQ: LRCX), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">AMD</span></span> (NASDAQ: AMD), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Intel</span></span> (NASDAQ: INTC), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Analog Devices</span></span> (NASDAQ: ADI) and <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">ON Semiconductor</span></span> (NASDAQ: ON).</p> <p dir="ltr">He said demand remains solid, but three headwinds could cap the group near term, with http://www.streetinsider.com/General+News/These+8+chip+stocks+now+offer+enhanced+buying+opportunities%2C+BofA+says/26970558.html Tue, 25 Aug 2026 06:46:29 -0400 ADI AMD INTC LRCX MRVL MU NVDA ON http://www.streetinsider.com/General+News/These+8+chip+stocks+now+offer+enhanced+buying+opportunities%2C+BofA+says/26970558.html <p>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.</p> <p dir="ltr">Analyst Vivek Arya pointed to Nvidia (NASDAQ: NVDA), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Marvell</span></span> (NASDAQ: MRVL), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Micron</span></span> (NASDAQ: MU), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Lam Research</span></span> (NASDAQ: LRCX), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">AMD</span></span> (NASDAQ: AMD), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Intel</span></span> (NASDAQ: INTC), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Analog Devices</span></span> (NASDAQ: ADI) and <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">ON Semiconductor</span></span> (NASDAQ: ON).</p> <p dir="ltr">He said demand remains solid, but three headwinds could cap the group near term, with http://www.streetinsider.com/General+News/These+8+chip+stocks+now+offer+enhanced+buying+opportunities%2C+BofA+says/26970558.html Tue, 25 Aug 2026 06:46:29 -0400 ADI AMD INTC LRCX MRVL MU NVDA ON http://www.streetinsider.com/General+News/These+8+chip+stocks+now+offer+enhanced+buying+opportunities%2C+BofA+says/26970558.html <p>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.</p> <p dir="ltr">Analyst Vivek Arya pointed to Nvidia (NASDAQ: NVDA), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Marvell</span></span> (NASDAQ: MRVL), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Micron</span></span> (NASDAQ: MU), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Lam Research</span></span> (NASDAQ: LRCX), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">AMD</span></span> (NASDAQ: AMD), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Intel</span></span> (NASDAQ: INTC), <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Analog Devices</span></span> (NASDAQ: ADI) and <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">ON Semiconductor</span></span> (NASDAQ: ON).</p> <p dir="ltr">He said demand remains solid, but three headwinds could cap the group near term, with http://www.streetinsider.com/General+News/These+8+chip+stocks+now+offer+enhanced+buying+opportunities%2C+BofA+says/26970558.html Tue, 25 Aug 2026 06:46:29 -0400 ADI AMD INTC LRCX MRVL MU NVDA ON http://www.streetinsider.com/SEC+Filings/Form++S-4++++++++ON+SEMICONDUCTOR+CORP++++++++++++++++/26959298.html si-local-file:///var/storage/secattach/20260821/26959298.html http://www.streetinsider.com/SEC+Filings/Form++S-4++++++++ON+SEMICONDUCTOR+CORP++++++++++++++++/26959298.html Fri, 21 Aug 2026 09:53:00 -0400 O.00048817 ON http://www.streetinsider.com/SEC+Filings/Form++S-4++++++++ON+SEMICONDUCTOR+CORP++++++++++++++++/26959298.html si-local-file:///var/storage/secattach/20260821/26959298.html http://www.streetinsider.com/SEC+Filings/Form++S-4++++++++ON+SEMICONDUCTOR+CORP++++++++++++++++/26959298.html Fri, 21 Aug 2026 09:53:00 -0400 O.00048817 ON http://www.streetinsider.com/SEC+Filings/Form++8-K++++++++ON+SEMICONDUCTOR+CORP+++++For%3A+Aug+12/26915755.html si-local-file:///var/storage/secattach/20260813/26915755.html http://www.streetinsider.com/SEC+Filings/Form++8-K++++++++ON+SEMICONDUCTOR+CORP+++++For%3A+Aug+12/26915755.html Thu, 13 Aug 2026 06:06:00 -0400 O.00048817 ON http://www.streetinsider.com/SEC+Filings/Form++8-K++++++++ON+SEMICONDUCTOR+CORP+++++For%3A+Aug+12/26915755.html si-local-file:///var/storage/secattach/20260813/26915755.html http://www.streetinsider.com/SEC+Filings/Form++8-K++++++++ON+SEMICONDUCTOR+CORP+++++For%3A+Aug+12/26915755.html Thu, 13 Aug 2026 06:06:00 -0400 O.00048817 ON http://www.streetinsider.com/Analyst+PT+Change/ON+Semiconductor+%28ON%29+PT+Lowered+to+%2440+at+Truist+Securities/26910174.html <p>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.</p><p>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 http://www.streetinsider.com/Analyst+PT+Change/ON+Semiconductor+%28ON%29+PT+Lowered+to+%2440+at+Truist+Securities/26910174.html Wed, 12 Aug 2026 09:34:57 -0400 ON http://www.streetinsider.com/Analyst+Comments/ON+Semiconductor+%28ON%29+PT+Lowered+to+%2440+at+Truist+Securities/26910174.html <p>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.</p><p>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 http://www.streetinsider.com/Analyst+Comments/ON+Semiconductor+%28ON%29+PT+Lowered+to+%2440+at+Truist+Securities/26910174.html Wed, 12 Aug 2026 09:34:57 -0400 ON http://www.streetinsider.com/Analyst+PT+Change/ON+Semiconductor+%28ON%29+PT+Lowered+to+%2462+at+Bernstein+SocGen/26910093.html <p>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.</p><p>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 http://www.streetinsider.com/Analyst+PT+Change/ON+Semiconductor+%28ON%29+PT+Lowered+to+%2462+at+Bernstein+SocGen/26910093.html Wed, 12 Aug 2026 09:28:01 -0400 ON