High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
The end of the earnings season is always a good time to take a step back and see who shined (and who didn’t). Let’s take a look at how analog semiconductors stocks fared in Q2, starting with onsemi (NASDAQ:ON).
Analog Devices stock rises after the chip maker posts better-than-expected quarterly earnings and guidance.
onsemi’s second quarter performance was driven by surging demand in its AI data center segment and ongoing portfolio reshaping efforts. Management pointed to robust momentum in advanced power systems, particularly for AI workloads, and highlighted content expansion in automotive and energy infrastructure. CEO Hassane El-Khoury explained that, “AI data center remains our fastest-growing market,” noting wins with key hyperscalers and design-ins with leading global customers. The company also cited
AI data center revenue surges as manufacturing utilization climbs to 83%.
MCHP heads into fiscal Q1 2027 with stronger bookings, AI and data center demand, channel restocking and expected margin expansion.
ON raises its 2026 AI data center outlook to more than double last year as tighter supply and higher factory utilization support Q3 revenue and margin growth.
Moby summary of ON Semiconductor Corporation's Q2 2026 earnings call
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 has delivered a strong 81.1% gain over the past five years, yet its latest valuation checks suggest the stock no longer looks like a clear bargain, with the Discounted Cash Flow (DCF) estimate sitting close to the current share price while market multiples lean expensive. Over the last 5 years, ON Semiconductor shares are up 81.1%, which puts more weight on whether today’s price already reflects much of that progress. Upcoming earnings and the planned Synaptics acquisition...
Aug 4 (Reuters) - Nasdaq futures rose on Tuesday after strong forecasts from Palantir and ON Semiconductor reassured investors about AI-driven demand, while Middle East developments and U.S. earnings
ON Semiconductor Corp (ON) reports strong Q2 2026 results with record free cash flow and a bullish outlook on AI data center growth, despite near-term supply constraints.
onsemi (NASDAQ:ON) reported second-quarter 2026 results above the midpoint of its guidance, citing recovering demand, continued growth in AI data-center applications and improving operating leverage. The semiconductor company generated $1.6 billion in revenue, up 6% sequentially and 9% from a year
The headline numbers for ON Semiconductor Corp. (ON) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
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?
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.
The chipmaker looks dear on profits and slightly cheap on cash, and what sits under that gap is a business that turns far more of each sales dollar into cash than into profit while it swaps a shrinking handset exposure for faster end markets in data centers and automotive.
Analog chips maker onsemi (NASDAQ:ON) will be announcing earnings results this Monday after the bell. Here’s what investors should know.
ON's improving auto and industrial demand, AI power growth and Fab Right gains support Q2, but weak EV markets and premium valuation warrant caution.
Microchip Tech (MCHP) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for ON Semiconductor Corp. (ON), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended June 2026.
ON Semiconductor (ON) heads into its upcoming August 3 earnings report with expectations for higher year over year earnings and revenue, and analysts’ estimates pointing to increased optimism around its near term profit outlook. See our latest analysis for ON Semiconductor. ON Semiconductor’s recent 1 day share price return of 2.57% and year to date share price return of 57.04% point to building momentum, even though the 3 year total shareholder return is down 17.36% and the 5 year total...
ON Semiconductor Corp. (ON) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
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?
In recent days, ON Semiconductor Corp. reported that analysts expect a meaningful uplift in upcoming quarterly earnings per share and revenue, even as the stock lagged a rising broader market. At the same time, Heartland Advisors highlighted ON Semiconductor’s strength in power management and image sensing for electric vehicles and AI datacenters, as well as its ongoing push toward higher-margin products and more efficient manufacturing. Next, we’ll explore how optimism around upcoming...
ON Semiconductor Corp. (ON) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
ON Semiconductor will report its second-quarter earnings soon, and Wall Street expects its profitability to improve by double digits.
ON Semiconductor Corp. (ON) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.