Investors with a lot of money to spend have taken a bullish stance on ON Semiconductor (NASDAQ:ON).And retail traders should know.We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with ON, it often means somebody knows something is about to happen.So how do we know what these investors just did? Today, Benzinga's options scanner spo ...

Valued at a market cap of $68.4 billion, TE Connectivity plc (TEL) is a prominent industrial technology company specializing in connectivity and sensor solutions that enable the reliable transmission of data and power in demanding environments. Headquartered in Ireland, the company designs and manufactures a broad portfolio of connectors, sensors, relays, antennas, and electronic components used across automotive, industrial equipment, aerospace, defense, medical technology, energy, and communications mark ...

Core Insights - Significant bullish positions have been taken by large investors in Amphenol (NYSE: APH), indicating potential foreknowledge of upcoming events [1] - The sentiment among large-scale traders is mixed, with 77% bullish and 11% bearish, highlighting unusual options activity [2] Options Activity - A total of 9 options transactions for Amphenol were identified, with 8 puts valued at $452,007 and 1 call worth $40,800 [2] - Whales have targeted a price range of $135.0 to $140.0 for Amphenol over the last 3 months based on volume and open interest [3] Volume and Open Interest - The volume and open interest data provide insights into the liquidity and interest for Amphenol's options, particularly within the $135.0 to $140.0 strike price range over the last 30 days [4] Company Overview - Amphenol is a global supplier of connectors, sensors, and interconnect systems, holding the second-largest connector market share globally and serving various end markets [9] - The company operates in 40 countries, showcasing its geographical diversification [9] Market Status - A professional analyst has set an average price target of $180.0 for Amphenol, maintaining a Buy rating [10][11] - Currently, Amphenol's stock is trading at $137.69, with a volume of 2,162,338 and a slight increase of 0.41% [13]

Investment Rating - The report indicates a positive outlook for the semiconductor industry, with preferred picks including TI, Renesas, Infineon, and STMicroelectronics to gain exposure to the recovery [2]. Core Insights - The semiconductor distribution channel has experienced a significant pricing increase of 4-5% month-over-month (m-o-m) for power semiconductor products, following a previous increase of 6-9% [2]. - Nexperia's disruption has led to a notable decline in unit inventories of transistors and diodes, with drops of 48% and 32% respectively, while prices have surged by 114% and 149% [3]. - Average quarterly pricing is projected to increase by 6% quarter-over-quarter (q-o-q) for Q4'25, with inventory down 4% q-o-q [4]. Summary by Sections Pricing Trends - Pricing across various product categories has shown stability, with an average increase of 2% m-o-m and 21% year-over-year (y-o-y) [4]. - The pricing environment remains supportive, with a year-over-year increase of approximately 13% in December compared to 11% in November [5]. Inventory Trends - Unit inventories of MCUs and microprocessors have unexpectedly increased by 13% and 19% m-o-m respectively, primarily driven by Microchip products [4]. - Excluding Nexperia, unit inventories of transistors and diodes have decreased by 18% and 23% since the beginning of October [3]. Company Performance - The report highlights that pricing has been up y-o-y for all companies for two consecutive months, indicating a broad-based recovery in the semiconductor sector [5]. - The data suggests that products not directly impacted by Nexperia have remained stable, indicating limited indirect effects from production delays [4].

Deep-pocketed investors have adopted a bullish approach towards ON Semiconductor (NASDAQ:ON), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in ON usually suggests something big is about to happen.We gleaned this information from our observations today when Benzinga's options scanner highlighted 11 extraordinary options activities for ON S ...

Despite a recent pullback, shares are still up big over the past year, and one investor seems to be expecting further upside.Dallas-based Permian Investment Partners initiated a new position in Resideo Technologies (REZI), adding 965,936 shares valued at approximately $41.7 million, according to a November 14 SEC filing.What HappenedPermian Investment Partners disclosed a new equity stake in Resideo Technologies (REZI +0.47%) in its quarterly portfolio update filed with the Securities and Exchange Commissio ...

Core Insights - Sensata Technologies Holding plc (ST) is identified as a sensor play with potential for growth, although past performance has left investors disappointed due to stagnant sales trends [1]. Group 1: Company Overview - Sensata Technologies has been viewed as a promising investment opportunity, but it has faced challenges in delivering consistent sales growth [1]. Group 2: Investment Analysis - The investment group "Value In Corporate Events" focuses on identifying actionable investment opportunities through major corporate events such as earnings reports, M&A, and IPOs, covering approximately 10 significant events monthly [1].

Core Insights - Sensata Technologies Holding plc (ST) is identified as a sensor play that has potential for growth, although past performance has left investors disappointed due to stagnant sales trends [1]. Group 1: Company Overview - Sensata Technologies has been viewed as a promising investment opportunity, but it has faced challenges in delivering consistent sales growth [1]. Group 2: Investment Strategy - The investment group "Value In Corporate Events" focuses on identifying actionable investment opportunities through major corporate events such as earnings reports, IPOs, and mergers & acquisitions [1]. - The group provides coverage of approximately 10 major events each month, aiming to find the best investment opportunities [1].

Core Insights - The global semiconductor market is projected to grow significantly, with revenues expected to reach $772 billion in 2025, representing a year-on-year increase of 22.5%, and further growth to $975 billion in 2026, an increase of 26.3% [1][2] Group 1: Revenue Growth Projections - The growth in semiconductor revenue is primarily driven by strong demand for artificial intelligence applications and data center infrastructure, leading to increased demand for logic and memory chips [1] - Logic chip revenue is expected to grow by 37.1% in 2025, making it the fastest-growing product category, followed by memory chips with a 27.8% increase [1] - The revenue for sensors is projected to grow by 10.4%, microprocessors by 7.9%, analog chips by 7.5%, and optoelectronic components by 3.7%, while discrete components are expected to decline by 0.4% due to weak demand in the automotive sector [1] Group 2: Regional Performance - In 2025, only Japan is expected to see a revenue decline of 4.1%, while the Americas will experience the highest growth at 29.1%, followed by the Asia-Pacific region at 24.9% and Europe with a modest increase of 5.6% [1] - For 2026, all regions are anticipated to show growth, with the U.S. projected to grow by 34.4% and Asia-Pacific by 24.9%, while Europe and Japan are expected to have growth rates around 1% [1] Group 3: Market Trends and Adjustments - The latest revenue forecasts have been revised upward compared to earlier predictions made in June, which estimated 2025 revenues at $700.9 billion with an 11.2% year-on-year growth [2] - The third quarter of 2025 saw global semiconductor sales reach $208.4 billion, marking a 15.8% increase from the previous quarter, driven by rising demand for various semiconductor products, particularly in the Asia-Pacific and Americas regions [2]

Group 1 - The business trajectory of Vishay Precision Group, Inc. (VPG) is positive this year, characterized by steadier orders and improved performance from the Sensors segment [1] - The company's margins remain stable despite some fluctuations related to foreign exchange and product issues [1] - The analyst emphasizes a focus on companies with strong fundamentals and real potential, particularly in the tech, infrastructure, and internet services sectors [1]