According to CoinMeta, analyst Christopher Rolland from Susquehanna expects ON semiconductors to achieve a 85% return during the current turmoil, with a target price of $150, mainly benefiting from the expected doubling of AI data center revenue in 2026. Despite NXPI falling 15% last month and STM falling 18%, ON still has the largest implied upside among its peers in analog and power supply sectors. ON's free cash flow in the second quarter increased by more than 300% year-over-year, and it achieved design victories on NVIDIA's Blackwell and Rubin platforms, supporting its growth arguments. ON semiconductors are currently trading at $81.17, with a Wall Street consensus target price of $108.88, implying an upside of about 34%.