ON Semiconductor Corporation (NASDAQ:ON) is one of the 9 Best American Semiconductor Stocks to Buy According to Analysts. On May 5, 2026, Roth Capital raised the firm’s price target on ON Semiconductor Corporation (NASDAQ:ON) to $125 from $70 while maintaining a Buy rating. The firm said Q1 revenue came in ahead of consensus expectations and […]
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ON's AI data center revenues surge 30% sequentially in Q1 as hyperscaler demand and next-gen power systems fuel growth expectations into 2026.
The market for ON Semiconductor Corporation's ( NASDAQ:ON ) shares didn't move much after it posted weak earnings...
ON Semiconductor Corporation (NASDAQ:ON) is one of the top semiconductor stocks in our ranking of the top 10 chip stocks by YTD performance. Morgan Stanley lifted the price target on ON Semiconductor Corporation (NASDAQ:ON) to $85 from $64, reaffirming an Equal Weight rating on the shares. The firm stated that although it anticipates a “a beat and […]
ON Semiconductor's AI data-center revenues are surging, helping drive margin gains and stronger 2026 earnings expectations.
ON Semiconductor Corporation (NASDAQ:ON) is one of the 10 Mid-Cap Stocks That Are On Fire Right Now. On April 28, ON Semiconductor Corporation (NASDAQ:ON) announced that it has expanded its global strategic partnership with Geely Auto Group with an aim to speed up the development of next-generation electric vehicles. As part of this collaboration, ON […]
With YTD returns of 101.2% as of May 5, Power Integrations, Inc. (NASDAQ:POWI) is included among the 10 Best Performing Dividend Stocks So Far in 2026. On May 4, Power Integrations, Inc. (NASDAQ:POWI) named Michael Balow as Senior Vice President of Worldwide Sales, effective immediately. Balow is scheduled to join the company’s executive management team and take […]
Does ON Semiconductor Corp. (ON) have what it takes to be a top stock pick for momentum investors? Let's find out.
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 ...
Recent developments in the electric vehicle (EV) sector highlight onsemi's advancements in semiconductor solutions crucial for automotive applications. The company's latest quarterly results reveal significant growth in their AI data center business and notable progress in 900V EV architectures, enhancing vehicle performance with extended range and rapid charging. Collaborations with automotive giants like Geely and NIO further exhibit evolving partnerships that push the boundaries of EV...
ON Semiconductor Corporation (ON) shares gain 718% since 2007’s first outlier inflow signal.
In the first quarter ended April 3, 2026, ON Semiconductor reported sales of US$1,513.3 million, a net loss of US$33.4 million, and a sharply reduced loss per share versus a year earlier. Away from the headline numbers, expanded EliteSiC collaborations with NIO and Geely in next‑generation high‑voltage electric vehicles underscored ON Semiconductor’s growing role in key EV powertrain platforms. Next, we’ll examine how the improved loss profile and deepened EV EliteSiC partnerships affect ON...
Onsemi beats Q1 earnings as power-led growth and an AI data center "inflection point" support margins, big buybacks and a stronger Q2 outlook.
Onsemi (NASDAQ:ON) reported stronger-than-expected first quarter results, supported by continued strength in AI data center demand and improving trends in industrial markets, alongside a gradual recovery in automotive. The semiconductor company posted adjusted earnings of $0.64 per share on...
A major analyst just made the bull case for ON Semiconductor (NASDAQ:ON), and it wasn’t alone. KeyBanc raised its ON Semiconductor stock price target on the chipmaker to $125 from $75, keeping an Overweight rating after a Q1 2026 print that pointed to a cyclical bottom. The call was part of a broad wave of ... Upgrade Cycle for ON Semiconductor: KeyBanc Hikes Price Target to $125 as AI Datacenter Demand Doubles
ON Semiconductor Corporation (NASDAQ:ON) reported quarterly results on Monday that exceeded expectations on both revenue and earnings, while also issuing stronger-than-forecast guidance for the current quarter. Despite this, the stock declined around 4% in premarket trading on Tuesday.
Stock futures were rising Tuesday as investors shrugged off a flare-up of tensions in the Middle East. Palantir Technologies slid 3.3% even as the data-wrangling software developer’s first-quarter earnings topped Wall Street’s expectations on all key metrics. Because it trades at such a lofty valuation, with the stock fetching 97 times expected earnings per share for the next 12 months, Palantir gets judged not on whether it beats expectations but how much it beats estimates.
Moby summary of ON Semiconductor Corporation's Q1 2026 earnings call
onsemi (NASDAQ:ON) executives struck an optimistic tone on the company’s first quarter 2026 earnings call, pointing to improving demand signals, accelerating AI data center growth, and continued gross margin expansion as evidence the company has moved past the low point of the current cycle. Presid
Parag Agarwal: Good afternoon, and thank you for joining ON Semiconductor Corporation’s first quarter results conference call. Important factors that can affect our business, including factors that could cause actual results to differ materially from our forward-looking statements, are described in our most recent Form 10-K, Form 10-Q, and other filings with the Securities and Exchange Commission and in our earnings release for the first quarter.
The headline numbers for ON Semiconductor Corp. (ON) give insight into how the company performed in the quarter ended March 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 +4.64% and +1.76%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Onsemi forecast second-quarter revenue above Wall Street expectations on Monday, betting on resilient demand for its chips as the automotive industry recovers. The forecast underscores the rebound in demand for Onsemi's silicon carbide chips that are critical for extending the range of electric vehicles. "We exceeded expectations as demand strengthened through the quarter and we have moved beyond the cyclical trough on a path to recovery," said CEO Hassane El-Khoury.
The company reported a loss of $33.4 million and posted higher revenue, boosted by chip demands from artificial-intelligence data-center builders.
ON Semiconductor narrowly tops first-quarter earnings expectations and shares fall amid heightened investor expectations.
Analog chips maker onsemi (NASDAQ:ON) reported revenue ahead of Wall Street’s expectations in Q1 CY2026, with sales up 4.7% year on year to $1.51 billion. On top of that, next quarter’s revenue guidance ($1.59 billion at the midpoint) was surprisingly good and 3.5% above what analysts were expecting. Its non-GAAP profit of $0.64 per share was 4% above analysts’ consensus estimates.
ON Semiconductor topped Wall Street's targets for its fiscal first quarter and with its outlook for Q2. But ON stock dropped.
ON Semiconductor Corporation (NASDAQ:ON) was among the stocks on Jim Cramer’s radar on Mad Money as he discussed the upcoming earnings. Cramer noted that the “semis are on fire of late,” as he said: The semis are on fire of late, including On Semi, long viewed as a company that’s tied just to the auto […]
The April scoreboard is in for the analog and embedded chip leaders, and the result might surprise traders who default to Texas Instruments (NASDAQ:TXN) stock as the sector benchmark. ON Semiconductor (NASDAQ:ON) stock ran away with the month, posting a 63% April gain versus TXN’s 45%. Both names are still trading near their recent highs ... Texas Instruments or ON Semiconductor: Which Analog Chip Stock Won in April?
As ON Semiconductor has notably outperformed the broader market over the past year, Wall Street analysts maintain a moderately optimistic outlook about the stock’s prospects.