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On Semi price target lowered to $45 from $60 at Wells Fargo

Wells Fargo lowered the firm’s price target on On Semi (ON) to $45 from $60 and keeps an Overweight rating on the shares. While another “painful” estimate reset, the firm remains bullish given revenue/demand outlook showing signs of stabilization, and continued fixed cost rationalization that will drive faster EPS recovery with modest demand recovery.

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