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Over the past six months, onsemi has been a great trade, beating the S&P 500 by 9.6%. Its stock price has climbed to $81.31, representing a healthy 20.7% increase. This was partly due to its solid quarterly results, and the performance may have investors wondering how to approach the situation.
ON Semiconductor (ON) just delivered second quarter 2026 results and fresh third quarter guidance, highlighting rapid growth in its AI data center segment alongside updated revenue and earnings expectations for the months ahead. See our latest analysis for ON Semiconductor. ON Semiconductor’s share price closed at US$81.11 after the results, with a 1 day share price return of 1.67%, while the 30 day share price return is down 15.48%. Even so, momentum over a longer horizon remains strong,...
Onsemi has spent several years working through weakness in its core automotive and industrial markets, and its latest quarter gave Wall Street a clearer look at where the next leg of growth could come from. The chipmaker reported second-quarter results on Aug. 3 that showed improving revenue, ...
ON Semiconductor Corp. (ON) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
ON Semiconductor stock rises. Analysts see better margins and stronger AI demand ahead
MCHP heads into fiscal Q1 2027 with stronger bookings, AI and data center demand, channel restocking and expected margin expansion.
ON Semiconductor Corporation recently reported second-quarter 2026 results, with sales rising to US$1,603.5 million and diluted EPS from continuing operations increasing to US$0.56, and issued third-quarter guidance calling for US$1,650 million to US$1,750 million in revenue and diluted EPS of US$0.79 to US$0.91. The company coupled these results with record free cash flow margins, AI data center–driven growth, and completion of a US$677.63 million share repurchase program covering 2.24% of...
The chipmaker beat analyst estimates on both profit and revenue, and now expects its AI data center business to more than double in 2026
September Nasdaq 100 E-Mini futures (NQU26) are up +0.67% this morning, signaling further gains for tech stocks as blockbuster earnings from Palantir Technologies boosted sentiment.
ON Semiconductor (NASDAQ:ON) shares climbed 7. 6% in pre-market trading after the chipmaker reported second-quarter 2026 results that exceeded Wall Street forecasts and issued a stronger-than-expected outlook for the current quarter.
ON Semiconductor Corp. (ON) delivered earnings and revenue surprises of +2.78% and +1.10%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Investing.com -- Onsemi (NASDAQ:ON) reported second quarter results that exceeded analyst expectations, with adjusted earnings per share of $0.74 beating the consensus estimate of $0.71 by $0.03. Revenue reached $1.6 billion, surpassing the analyst estimate of $1.59 billion and representing a 9% increase YoY from $1.47 billion in the second quarter of 2025.
While most of the company’s chip sales are to the car business, its fastest growing segment is to artificial intelligence data centers.
Earnings continue to be the market's engine, and a series of results this week from Palantir, SpaceX, and AMD are set to rev up stocks again.
Texas Instruments' stronger margins, cash generation and 2026 growth outlook outweigh ON Semiconductor's cheaper valuation, making it the better semiconductor buy.
MaxLinear (MXL) delivered earnings and revenue surprises of +6.06% and +2.33%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
AI infrastructure is running into physical bottlenecks that most investors overlook, and three semiconductor stocks sitting at those chokepoints are flashing unusual setups ahead of July earnings season.
MCHP's 35.3% YTD gain rests on inventory recovery, stronger bookings and AI data center growth, though supply chain constraints and competition remain risks.
onsemi's 67% YTD rally reflects AI growth and portfolio gains, but auto volatility, competition and valuation may cap near-term upside.
ON Semiconductor has already staged one of the semiconductor sector's wildest comebacks of 2026, but the bigger question is whether the forces driving it are just getting started or already priced in.
Silicon carbide and gallium nitride are the choke points in a $trillions electrification wave, and five U.S.-listed chip makers are already collecting the toll. One just survived bankruptcy court, and another trades like a call option on the entire NVIDIA 800V build-out.
A number of stocks jumped in the afternoon session after semiconductor stocks rebounded amid dip buying following a recent selloff, as reports revealed that China may ease restrictions on advanced Nvidia AI chip imports.
Taiwan Semiconductor outpaces the sector and peers over the past year as AI demand, advanced chips and rising estimates support its growth outlook.
Broadcom and ON Semiconductor give chip investors two very different paths into the next semiconductor cycle. The question is which stock offers the better setup as AI spending, industrial demand, and valuation all come into play.
The all-stock transaction would "would accelerate onsemi’s evolution toward global leadership in intelligent systems" through Synaptics’ “differentiated Edge AI compute franchise and human-machine interface and wireless connectivity solutions,” onsemi said.
Comcast created a stir among communication services stocks with a plan to spin off its media and entertainment assets into a new publicly traded company.
ON Semiconductor (NasdaqGS:ON) has agreed to acquire Synaptics in an all stock deal valued at $7b. The transaction is aimed at expanding ON Semiconductor's reach into AI driven intelligent systems and edge AI applications. The deal is intended to add advanced AI processors and wireless connectivity alongside ON Semiconductor's existing power and analog portfolio. ON Semiconductor enters this deal with its share price at $90.65 and a mixed recent track record, including a decline of 25.5%...
When a whole sector sells off at once, the best names can get dragged down with the worst.
ON's $7B all-stock Synaptics deal expands its Physical AI platform with Edge AI, connectivity and sensing. Can integration fuel long-term growth?
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