Notícias

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 Nasdaq Composite and the S&P 500 reached fresh peaks on Wednesday, buoyed by a rally in technolo

US equity indexes closed mixed on Wednesday, as communication services and technology led sectors am

US equity indexes were mixed on Wednesday after technology stocks led major gains and a hotter-than-

US equity indexes were mixed ahead of Wednesday's close as communication services and technology top

US benchmark equity indexes were mostly higher intraday as several key technology stocks advanced, w

US equity indexes traded mixed after midday Wednesday as a hot producer price inflation print failed

US equity indexes traded mixed in midday trading on Wednesday amid a hot producer price inflation pr

The S&P 500 Index ($SPX ) (SPY ) today is up +0.18%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.58%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.60%. June E-mini S&P futures (ESM26 ) are up +0.12%, and June E-mini Nasdaq futures...

ON Semiconductor, Analog Devices and Texas Instrument are semiconductor companies, but not the standard AI players, yet their stocks and earnings are booming. What's happening here?

Jensen Investment Management, an asset management company based in the US, released its first-quarter 2025 investor letter for the “Jensen Quality Mid Cap Fund”. A copy of the letter is available to download here. The Jensen Quality Mid Cap Fund aims for long-term growth. The Fund returned -2.53% in Q1 2026, lagging the 0.60% return for […]

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.

Introduction In its Q1 2026 earnings call on May 5, 2026, onsemi (ON) reported financial results reflecting improving conditions following a prolonged semiconductor downturn. The company posted revenue of $1.51 billion, compared with $1.86 billion in Q1 2024. Non-GAAP EPS was $0.64. onsemi operates three business segments: Power Solutions Group (PSG) Advanced Solutions Group (ASG) ... onsemi is Facing a Continued Slowdown in SiC and Greater Competition in CIS from Sony

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 […]

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.

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...

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...

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.