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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.

By Karen Roman Navitas Semiconductor Corporation (Nasdaq: NVTS) said it appointed Davin Lee to its Board of Directors, having previously served at Renesas Corp. as Vice President and General Manager. […]

The standard way to own semiconductors is to buy a cap-weighted fund and accept that NVIDIA, Broadcom, and TSMC will dominate the returns. SPDR S&P Semiconductor ETF (NYSEARCA:XSD) takes the opposite approach. It uses a modified equal-weight methodology against the S&P Semiconductor Select Industry Index, so a $200 billion analog chipmaker carries roughly the same ... XSD Delivers 1,138% in Ten Years, Yet Trails SOXX in the AI Boom

Analog chips maker onsemi (NASDAQ:ON) will be reporting earnings this Monday after market hours. Here’s what to expect.

Is ON a good stock to buy? We came across a bullish thesis on ON Semiconductor Corporation on Valueinvestorsclub.com by Value1929. In this article, we will summarize the bulls’ thesis on ON. ON Semiconductor Corporation’s share was trading at $93.30 as of April 28th. ON’s trailing and forward P/E were 338.07 and 33.78 respectively according to Yahoo […]

Each stock in this article is trading near its 52-week high. These elevated prices usually indicate some degree of investor confidence, business improvements, or favorable market conditions.

Recent share performance and business profile ON Semiconductor (ON) has drawn investor attention after a strong recent run, with the share price at $103.03 and total returns of 66% over the past month and 72% over the past 3 months. The US based chip maker focuses on intelligent sensing and power solutions, reporting US$5.99b in revenue and US$121.0m in net income. Its operations span power, analog and mixed signal, and intelligent sensing segments. See our latest analysis for ON...

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

The latest trading day saw ON Semiconductor Corp. (ON) settling at $100.81, representing a +1.97% change from its previous close.

Monolithic (MPWR) delivered earnings and revenue surprises of +4.26% and +2.96%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Shares of NVIDIA (NASDAQ:NVDA) are trading near $201 in mid-morning action on Thursday, down roughly 4% from Wednesday’s close of $209.25. The selling caps a stretch of intense rotation chatter, even after a 27% one-month rally heading into today. The move arrives as investors process a string of mega-cap artificial intelligence (AI) updates and revisit ... NVIDIA Falls 4% on Rotation Concerns: How Strong Profitability Could Save the Bull Case

Shares of ON Semiconductor (NASDAQ:ON) are up 7% on Wednesday, trading near $99 as the analog chipmaker extends an extraordinary April rally. Through Tuesday’s close, ON stock had climbed 51% for the month, leaving the analog and power-chip name as a surprising leader amid the spring semiconductor surge. That move more than doubles the strong ... How ON Semiconductor More Than Doubled NVIDIA’s Gains in April

If you are wondering whether ON Semiconductor at a last close of US$93.30 is still reasonably priced or already stretched, the starting point is to understand how its current market price lines up against different valuation gauges. The stock has posted returns of 7.4% over the last 7 days, 59.9% over the last 30 days, 64.6% year to date and 140.1% over the last year. As a result, recent performance is likely shaping how you think about both opportunity and risk. Recent news coverage has...

ON Semiconductor Corporation (NASDAQ:ON) is one of the best performing S&P 500 stocks so far in 2026. On April 27, ON Semiconductor and NIO expanded their collaboration to facilitate the automaker’s transition to next-gen 900V EV platforms. By integrating ON Semiconductor’s latest EliteSiC M3e technology, the partnership aims to enhance the efficiency and performance of […]

ON Semiconductor is scheduled to report Q1 2026 results on May 4, with revenues of $1.435-$1.535B and EPS of 56-66 cents, amid AI data center and auto demand trends.

Beyond analysts' top-and-bottom-line estimates for ON Semiconductor Corp. (ON), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended March 2026.