Bridget's Buys is a compilation of stocks picked by MarketBeat channel host Bridget Bennett. She's become exposed to dozens of stocks and has picked the most interesting to add to her watchlist.

Semis rallied with the support of tailwinds, but they reversed course when the same tailwinds turned into headwinds in Q1 2026. Semis lost most of their gains as they headed into Q2 2026 and it could have been worse if not for the prospect of something that may not be attainable. Q2 2026 is likely to see increased volatility, unless a resolution is found to the Middle East and the uncertainty hanging over semis is lifted.

onsemi announced a new design win with Sineng Electric, which will feature onsemi's latest‑generation hybrid PIM in two renewable energy platforms

Summary: During a recent episode of The AI Investor Podcast (full episode below), 24/7 Wall St.

SCOTTSDALE, Ariz., Feb. 24, 2026 (GLOBE NEWSWIRE) -- onsemi (the “Company”) (Nasdaq: ON) today announced it will host its Financial Analyst Day on September 16, 2026 in New York City, NY.

Industrial semiconductor makers are on fire this year, as their results and outlook affirm a shifting market dynamic and the onset of a multiyear supercycle. The supercycle is underpinned by inventory normalization in critical markets, including automotive, communications, and consumer, and the build-out of AI infrastructure and shift toward smart technology.

ON Semiconductor's stock has risen significantly but may still offer value, particularly as the company is back on the growth path. Strong cash flows and a large buyback program help support the share price.

The Treo platform and upcoming GaN offerings position ON Semiconductor as a key beneficiary of the multi-year electrification and cloud supercycle, supporting its profitable growth prospects. The same has been embedded in the management's sequentially improving FQ4'25 performance, the promising FQ1'26 guidance, and the reiterated long-term growth targets. ON may very well outperform the consensus forward estimates, with FY2028 potentially bringing forth a richer EPS performance of $5.70 (3Y CAGR of +34.3%).

ON Semiconductor's NASDAQ: ON, which operates under the Onsemi brand, stock price action was mixed following its Q4 2025 earnings report and guidance update, but the initial sell-off proved to be a head fake. While results and guidance left some to be desired relative to consensus forecasts, they affirmed the company's return to growth, expectation for margin improvement, free cash flow growth, and capital return.

ON Semiconductor (NASDAQ: ON) executives said the company closed 2025 with results that exceeded the midpoint of guidance and pointed to improving order trends across its core markets, while also laying out cost actions and portfolio changes aimed at supporting margin expansion as demand recovers. Full-year 2025 highlights and strategic focus CEO Hassane El-Khoury said ON