MCHP heads into fiscal Q1 2027 with stronger bookings, AI and data center demand, channel restocking and expected margin expansion.
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
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.
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.
As the Q1 earnings season wraps, let’s dig into this quarter’s best and worst performers in the analog semiconductors industry, including onsemi (NASDAQ:ON) and its peers.
The chip maker reports better-than-expected earnings and revenue for its fiscal second quarter, and agrees to acquire Empower Semiconductor.
onsemi’s first quarter results were met with a clearly negative market reaction, despite the company surpassing Wall Street’s revenue and non-GAAP earnings expectations. Management identified accelerating demand in AI data centers and initial signs of stabilization in automotive as primary drivers, highlighting a significant ramp in the Treo product platform and strong sequential growth in their power portfolio. CEO Hassane El-Khoury stated that “improving demand signals and accelerating AI data
The market for ON Semiconductor Corporation's ( NASDAQ:ON ) shares didn't move much after it posted weak earnings...
Onsemi (ON) stock initially fell 5% after Q1 earnings before recovering slightly, but the reaction may have missed the bigger shift underway. AI data center power saw strong growth, margins kept rebuilding through mix and factory discipline, and automotive showed signs of healthier demand. More ...