ON Semiconductor (ON) — What Changed

Material changes in the AI committee's view · 17 events tracked · Detected nightly

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2026-07-31 MATERIAL
▲ Agreement Shift

ON's Committee agreement moved from 42.90% to 57.10% (+14.20pp, 1 day(s) apart).

42.90 → 57.10 (+14.2)

2026-07-31 MINOR
▲ Score Change

ON's Committee score moved from 45.35 to 45.41 (+0.06, 1 day(s) apart).

45.35 → 45.41 (+0.1)

2026-07-30 MINOR
▼ Agreement Shift

ON's Committee agreement moved from 50.00% to 42.90% (-7.10pp, 1 day(s) apart).

50.00 → 42.90 (-7.1)

2026-07-30 MATERIAL
▼ Score Change

ON's Committee score moved from 50.89 to 45.35 (-5.54, 1 day(s) apart).

50.89 → 45.35 (-5.5)

2026-07-28 MINOR
▼ Score Change

ON's Committee score moved from 52.19 to 50.89 (-1.30, 1 day(s) apart).

52.19 → 50.89 (-1.3)

2026-07-24 MINOR
▲ Score Change

ON's Committee score moved from 46.88 to 48.62 (+1.74, 1 day(s) apart).

46.88 → 48.62 (+1.7)

2026-07-18 MINOR
▼ Score Change

ON's Committee score moved from 48.31 to 46.88 (-1.43, 1 day(s) apart).

48.31 → 46.88 (-1.4)

2026-07-16 MATERIAL
▼ Agreement Shift

ON's Committee agreement moved from 57.10% to 42.90% (-14.20pp, 1 day(s) apart).

57.10 → 42.90 (-14.2)

2026-07-16 MINOR
▲ Score Change

ON's Committee score moved from 47.38 to 48.31 (+0.93, 1 day(s) apart).

47.38 → 48.31 (+0.9)

2026-07-15 MINOR
▼ Agreement Shift

ON's Committee agreement moved from 60.00% to 57.10% (-2.90pp, 1 day(s) apart).

60.00 → 57.10 (-2.9)

2026-07-15 MATERIAL
▼ Score Change

ON's Committee score moved from 52.73 to 47.38 (-5.35, 1 day(s) apart).

52.73 → 47.38 (-5.3)

2026-07-15 MATERIAL
— Conviction Change

ON's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-14 MAJOR
▲ Agreement Shift

ON's Committee agreement moved from 42.90% to 60.00% (+17.10pp, 1 day(s) apart).

42.90 → 60.00 (+17.1)

2026-07-14 MINOR
▲ Score Change

ON's Committee score moved from 50.55 to 52.73 (+2.18, 1 day(s) apart).

50.55 → 52.73 (+2.2)

2026-07-14 MATERIAL
— Conviction Change

ON's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-13 MINOR
▲ Agreement Shift

ON's Committee agreement moved from 40.00% to 42.90% (+2.90pp, 1 day(s) apart).

40.00 → 42.90 (+2.9)

2026-07-13 MATERIAL
▼ Score Change

ON's Committee score moved from 57.60 to 50.55 (-7.05, 1 day(s) apart).

57.60 → 50.55 (-7.0)

How Change Detection Works

Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →