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ON

ON Semiconductor

$18.95

0.45 (2.43%)

14:30
11/30/18
11/30
14:30
11/30/18
14:30

Calls lead puts 55:1 in ON Semiconductor as shares lift

Calls lead puts 55:1 in ON Semiconductor as shares lift. Stock up 50c to $19 with 11K calls trading vs 200 puts and most of the volume hitting just before 2PM ET. Largest block was an 85c opening buyer of 7500 Dec 19 calls on the Amex, followed by a sweep buyer of 1400 Jan 21 calls for 55c. Two weeks ago we noted a delta neutral buyer of 20K Jan 19c for 70c when shares were $17.56. Those are now $1.25 and still the largest block of open interest in the name.

  • 04

    Dec

  • 08

    Mar

ON ON Semiconductor
$18.95

0.45 (2.43%)

11/14/18
MSCO
11/14/18
NO CHANGE
MSCO
Underweight
Morgan Stanley says auto semiconductor estimates still too high
Morgan Stanley analyst Craig Hettenbach sees pressure building toward an eventual reset in the first half of 2019 for semiconductor companies that have so far characterized their automotive business as "stable." He believes estimates are still too high in autos and notes that his 2019 EPS estimate is 15% below the Street for ON Semiconductor (ON) and 5% below consensus for Sensata (ST). Having braced for a greater degree of negativity, Hettenbach was surprised that commentary on autos was mixed during earnings season, and he sees companies that have been slower to reset expectations being more susceptible to order reductions as suppliers and OEMs adjust to weaker than expected production, he tells investors. The analyst reiterates his Underweight ratings on both ON and Sensata.
11/13/18
BMOC
11/13/18
INITIATION
Target $20
BMOC
Market Perform
ON Semiconductor initiated with a Market Perform at BMO Capital
As reported earlier, BMO Capital analyst Ambrish Srivastava initiated ON Semiconductor with a Market Perform rating and a price target of $20. The analyst states that while he is impressed with the company's execution toward achieving its near-term and long-term target, he finds shares valued "reasonably" at current levels. Srivastava adds however that the "integration of the Fairchild acquisition has gone a long way to wipe away the sins of the Sanyo deal" and that he would consider taking a more constructive stance on downward estimate revisions or reduction of lead times.
11/12/18
BMOC
11/12/18
INITIATION
BMOC
Market Perform
ON Semiconductor initiated with a Market Perform at BMO Capital
BMO Capital analyst Ambrish Srivastava initiated ON Semiconductor with a Market Perform rating.
10/30/18
MKMP
10/30/18
NO CHANGE
Target $22
MKMP
Buy
ON Semiconductor price target lowered to $22 from $28 at MKM Partners
MKM Partners analyst Ruben Roy lowered his price target on ON Semiconductor to reflect the rolled out valuation multiple of 11-times for his expected FY19 earnings but kept his Buy rating after the company's Q3 earnings beat. The analyst believes that ON Semiconductor is able to execute well as it makes progress toward its longer-term operating model. Roy further cites the management's commentary suggesting that in spite of "trade tensions, rising bond yields and fears of slowing global growth", the company views its overall demand environment as "favorable" and pricing as "benign".

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