ON Semiconductor reported a strong first quarter for 2026, delivering revenue of $1.51 billion, which represents a 4.7% year-over-year increase and beats the consensus estimate of $1.49 billion by 1.72%. The company also exceeded analyst expectations for non-GAAP diluted earnings per share (EPS), reporting $0.64...
ON Semiconductor Corporation reported first-quarter 2026 results that exceeded analyst expectations, with non-GAAP diluted earnings per share of $0.64 versus the midpoint of guidance at $0.613. Revenue reached $1.51 billion, driven by a more than 30% quarter-over-quarter surge in AI data center revenue and growth...
ON Semiconductor (ON) is showing signs of a cyclical recovery after a difficult period where revenue fell 15.3% last year and contracted at a 10.4% annual rate over the past three years. In Q1 2026, the company reported revenue of $1.51 billion, which exceeded the...
ON Semiconductor shares surged 4.8% in pre-market trading following a catalyst watch designation from Citi and positive analyst sentiment. Citi maintained its Neutral rating with a $120 price target but identified near-term developments like product milestones or contract announcements as potential drivers for the stock...
Major Wall Street analysts have initiated an upgrade cycle for ON Semiconductor (ON), with KeyBanc raising its price target to $125 from $75 while maintaining an Overweight rating. This move aligns with a broader wave of positive revisions from JPMorgan, Susquehanna, Bank of America, and...
ON Semiconductor has agreed to acquire Synaptics Incorporated in an all-stock transaction valued at $7 billion, marking a significant consolidation move in the semiconductor sector aimed at accelerating its entry into edge artificial intelligence. The deal is explicitly designed to position ON Semiconductor as a...
ON Semiconductor shares plunged approximately 19% on Friday following the announcement of a $7 billion all-stock acquisition of Synaptics. The deal, structured at an exchange ratio of 1.35 ON shares for each Synaptics share (a ~19% premium), aims to accelerate ON's expansion into physical artificial...
ON Semiconductor (NASDAQ: ON) has experienced a severe stock price decline of approximately 44% over the past three months, trading at $68.30 despite beating Q2 fiscal 2026 revenue and EPS estimates. This selloff has created a significant dislocation between the market price and analyst valuations,...
The article highlights ON Semiconductor Corporation (NASDAQ:ON) as a top pick among American semiconductor stocks, citing recent analyst upgrades and strong financial performance. On May 5, 2026, Roth Capital raised its price target on ON to $125 from $70, while Deutsche Bank and Jefferies also...
ON Semiconductor (NASDAQ:ON) has received a high-confidence BUY rating from 24/7 Wall St. with a price target of $123.74, implying approximately 29% upside from its current trading level. The stock has already rallied over 77% year-to-date following a significant inflection point in Q1 2026, where...
ON Semiconductor recorded its worst trading day since March 2020 following the announcement of its largest-ever acquisition: the purchase of Synaptics. CEO Hassane El-Khoury defended the strategic move on CNBC, describing the deal as complementary to the company's strong foundation and essential for expanding into...
onsemi announced its fourth quarter and full year 2025 financial results on February 9, 2026. The company reported that it met expectations for Q4 as key markets showed signs of stabilization. CEO Hassane El-Khoury emphasized the company's disciplined execution and highlighted continued investments in intelligent...
ON Semiconductor (ON) is currently trading at approximately 27.6 times trailing adjusted earnings, which the article deems expensive given the recent weakness in sales. However, this valuation perspective shifts significantly when looking forward to analyst consensus estimates for 2026 and 2027, where the stock price...
Onsemi (ON) shares fell 9% to close at $66.60 on Wednesday, driven by a muted market reaction to its Investor Day event and broader macroeconomic headwinds. The company unveiled its new Embedded Power Platform (EPP), a wafer-level architecture integrating silicon, silicon carbide, and gallium nitride...
ON Semiconductor Corporation (ON) is a large-cap semiconductor provider valued at $29.6 billion, specializing in intelligent sensing and power solutions including analog ICs and Silicon Carbide components. The company leverages its vertically integrated supply chain and dominance in automotive image sensors for ADAS to maintain...
ON Semiconductor (NASDAQ: ON) delivered stronger-than-expected second-quarter earnings and issued third-quarter guidance that exceeded Wall Street expectations. CEO Hassane El-Khoury reaffirmed that AI data center revenue is on track to more than double in 2026, while management expects non-GAAP gross margins to rise between 40%...
This article presents a curated list of the '10 Best Semiconductor Stocks to Buy Heading into 2026,' based on a screening methodology that prioritizes hedge fund holdings and analyst upside potential. The global semiconductor market is highlighted as growing, with Q3 2025 sales reaching $208.4...
ON Semiconductor shares declined 4.44% to $90.49 following the announcement of a strategic plan to divest two manufacturing facilities in Tarlac, Philippines, and Mountain Top, Pennsylvania. The company revealed these sales as part of its 'Fab Right' manufacturing optimization initiative, aiming to streamline its global...
ON Semiconductor recorded its worst trading day since March 2020 after announcing its largest acquisition ever: the purchase of Synaptics in an all-stock deal. CEO Hassane El-Khoury defended the move on CNBC, stating that the transaction is complementary to the company's strong foundation and core...
ON Semiconductor is experiencing a recovery in revenue growth, primarily driven by strong momentum in the AI data center sector and stabilization within its automotive and industrial segments. While the company sees opportunities for expansion, it acknowledges competitive risks specifically within the Chinese automotive market....
