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ON Semiconductor (ON) is seeing a cyclical recovery alongside growing AI and data center demand, tho

Free cash flow margin widened to 27% from about 7% a year earlier

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.

Stock futures were rising on Tuesday, putting the on the brink of a record high as tech extended its recent rebound. Palantir was the S&P 500’s best performer ahead of the opening bell, surging 16% after the data analytics software developer reported strong second-quarter earnings. CEO Alex Karp described the quarter as “otherworldly,” as U.S. commercial revenue rose 149% from a year ago.

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.

Analog chips maker onsemi (NASDAQ:ON) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 9.2% year on year to $1.60 billion. Guidance for next quarter’s revenue was better than expected at $1.7 billion at the midpoint, 1.6% above analysts’ estimates. Its non-GAAP profit of $0.74 per share was 3.5% above analysts’ consensus estimates.

The chipmaker reported second-quarter net income of $226.8 million, up from $170.3 million a year earlier.

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 Semiconductor has rallied the broader market over the past year, and analysts remain moderately optimistic about the stock’s prospects.

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.

While the severe negative order flow for ON stock presents huge dangers, intrepid contrarians enjoy a potential bounce-back opportunity.

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.

One stock will suit investors expecting upside potential in hyperscaler spending, while the other offers exposure to the long-term growth prospects of physical AI.

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.

A number of semiconductor stocks continued to pull back amid a broad global sell-off, fueled by concerns over increased competition from China and growing doubts about the sustainability of AI-related demand.

The latest trading day saw ON Semiconductor Corp. (ON) settling at $84.39, representing a -5.22% change from its previous close.

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.

Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.80%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.66%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.20%. September E-mini S&P futures (ESU26 ) are down -0.77%, and September E-mini Nasdaq futures...

After a powerful run, Texas Instruments looks like a sprinter in mid-stride, forcing investors to decide if the race is already won or just getting started.

ON Semiconductor Corp. (ON) closed the most recent trading day at $92.33, moving +1.39% from the previous trading session.

ON Semiconductor Corp. (ON) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

NZS shifts capital toward AI infrastructure and healthcare leaders

The semiconductor company views the acquisition of Synaptics as a natural expansion, and a way to capture more value from the growth of physical AI.