This filing contains no new material information beyond the initial deal announcement. Monitor for regulatory updates and the filing of the S-4 proxy statement/prospectus. The deal timeline points to mid-2027 close; near-term stock movement likely driven by broader semiconductor sentiment, not these routine deal communications.
Price Chart
Executive Summary
Onsemi filed an investor presentation re-stating the terms of its all-stock acquisition of Synaptics for approximately $7B enterprise value. Synaptics holders will receive 1.350 onsemi shares per share, representing a ~19% premium. The presentation reiterates the strategic rationale, expected $200M in annual synergies, and accretion to non-GAAP EPS within 18 months post-close. No new material information or changes to deal terms.
Key Financial Metrics
Key Facts
- onsemi to acquire Synaptics in an all-stock transaction valued at approximately $7B enterprise value.
- Synaptics stockholders receive 1.350 shares of onsemi common stock per share (19% premium to 10-day VWAP).
- Closing expected mid-2027, subject to regulatory approvals and Synaptics stockholder vote.
- Expected $200M in annual synergies within 18 months post-close and accretion to non-GAAP EPS within 18 months.
- Pro forma combined revenue of $7.8B in 2026 (consensus-based).
- Pro forma net debt of $1.2B and net debt/LTM adjusted EBITDA of 0.6x at announcement.
Financial Impact
Deal value of ~$7B all-stock; $200M annual synergies; combined revenue $7.8B
Risk Factors
- Regulatory approval risk (antitrust scrutiny).
- Synaptics stockholder vote may not pass.
- Integration risks and potential failure to achieve $200M synergies.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 425 Filing (Primary) | 0001140361-26-026416 |
| Document: 0001140361-26-026416-index-headers.html | 0001140361-26-026416 |
| Document: 0001140361-26-026416-index.html | 0001140361-26-026416 |
| Document: 0001140361-26-026416.txt | 0001140361-26-026416 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 21, 2026 6w ago | S-4 | $74.21 $71.72 | ▼ −3.36% | ▼ −4.37% | $83.81 (+12.94%) |
Aug 13, 2026 7w ago | 425 | $81.56 $76.14 | ▼ −6.65% | ▼ −4.90% | $83.81 (+2.76%) |
Aug 13, 2026 7w ago | 8-K | $81.56 $76.14 | ▼ −6.65% | ▼ −4.90% | $83.81 (+2.76%) |
Aug 3, 2026 8w ago | 8-K | $80.78 $72.65 | ▼ −10.06% | ▼ −8.83% | $83.81 (+3.75%) |
Aug 3, 2026 8w ago | Press Release | $80.78 $72.65 | ▼ −10.06% | ▼ −8.83% | $83.81 (+3.75%) |
Jun 30, 2026 13w ago | 425 | $94.54 $89.04 | ▼ −5.82% | ▼ −4.79% | $83.81 (−11.35%) |
Jun 26, 2026 13w ago | 425 | $88.57 $86.81 | ▼ −1.99% | ▼ −1.71% | $83.81 (−5.37%) |
Jun 26, 2026 13w ago | 425 | $88.57 $86.81 | ▼ −1.99% | ▼ −1.71% | $83.81 (−5.37%) |
Jun 26, 2026 13w ago | 425 | $88.57 $86.81 | ▼ −1.99% | ▼ −1.71% | $83.81 (−5.37%) |
Jun 26, 2026 13w ago | 425 | $88.57 $86.81 | ▼ −1.99% | ▼ −1.71% | $83.81 (−5.37%) |
US Market Status
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