ON Semiconductor vs Toast Inc. Class A Common Stock — how do they compare? ON Semiconductor trades at $72.4 (market cap $29.86B), while Toast Inc. Class A Common Stock trades at $29.65 (market cap $17.85B). The key difference: ON Semiconductor is the larger of the two by market cap, and Toast Inc. Class A Common Stock is trading nearer its 52-week high, ON Semiconductor nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold ON Semiconductor for 7 Days and Toast Inc. Class A Common Stock for 0 Days on average.
| ON | TOST | |
|---|---|---|
Market Cap | $29.86B | $17.85B |
Volume | 7,140,901 | 6,311,718 |
Sector | Technology | Technology |
52-Week High | $133.93 | $39.02 |
52-Week Low | $44.90 | $22.33 |
Typical Hold Time | 7 Days | 0 Days |
Enterprise Value | $30.48B | $16.10B |
Signals from Pluang's Aura AI — not financial advice
ON Semiconductor (ON) trades at $76.69, up 0.91% on the day, with technical indicators showing bearish momentum despite recent earnings beats. The company reported strong Q2 2026 results with 9% revenue growth and significant EPS expansion, while analyst consensus remains positive with a $100 price target. Recent news highlights the revised Synaptics acquisition and AI infrastructure opportunities.
The stock presents a turnaround story with improving profitability and AI growth potential, though technical weakness and competitive pressures warrant caution. Upside catalysts include margin expansion and data center demand, while risks include integration challenges from the Synaptics deal and semiconductor cycle volatility.
Toast (TOST) trades at $30.89, down 1.37% on the day, with neutral technical indicators showing support at $30 and resistance at $32. The company demonstrates strong fundamental performance with 23% revenue growth in Q2 2026 to $1.91B and expanding profit margins, though valuation metrics remain elevated with a P/E of 39.1. Recent expansion into convenience stores with Toast Fuel and AI-driven product enhancements signal continued growth initiatives.
The outlook remains positive with 61.8% analyst buy ratings and a $38.22 consensus price target representing 24% upside potential. Key risks include execution challenges in new market segments and competitive pressures in the restaurant technology space, while strong earnings beats and institutional support provide confidence in the growth trajectory.
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Latest headlines on both assets
Onsemi develops power and sensing semiconductors for automotive, industrial, and energy applications. Its products support functions such as electric vehicle systems, energy conversion, automation, and intelligent sensing.
Read more on ON →Toast Inc. provides a cloud-based technology platform for the restaurant industry, combining point-of-sale hardware and software with payment processing, online ordering, payroll, and supplier management tools. The platform serves restaurants ranging from single locations to multi-unit groups across US.
Read more on TOST →