Q3 Earnings Estimate for onsemi Issued By KeyCorp

onsemi (NASDAQ:ON) – KeyCorp issued their Q3 2026 earnings per share (EPS) estimates for onsemi in a research note issued on Wednesday, October 14th. KeyCorp analyst J. Vinh forecasts that the semiconductor company will post earnings of $0.93 per share for the quarter. The consensus estimate for onsemi’s current full-year earnings is $3.21 per share. KeyCorp also issued estimates for onsemi’s Q4 2026 earnings at $1.04 EPS, FY2026 earnings at $3.35 EPS, Q1 2027 earnings at $1.06 EPS, Q2 2027 earnings at $1.13 EPS, Q3 2027 earnings at $1.27 EPS, Q4 2027 earnings at $1.37 EPS and FY2027 earnings at $4.82 EPS.

onsemi (NASDAQ:ON) last issued its earnings results on Monday, August 3rd. The semiconductor company reported $0.74 earnings per share for the quarter, beating the consensus estimate of $0.72 by $0.02. onsemi had a net margin of 10.17% and a return on equity of 14.06%. The firm had revenue of $1.60 billion for the quarter, compared to analysts’ expectations of $1.59 billion. During the same quarter last year, the company earned $0.53 earnings per share. The firm’s revenue was up 9.2% compared to the same quarter last year. onsemi has set its Q3 2026 guidance at 0.810-0.930 EPS.

A number of other equities research analysts have also weighed in on ON. Weiss Ratings upgraded shares of onsemi from a “sell (d+)” rating to a “hold (c)” rating in a report on Friday, August 7th. B. Riley Financial lowered their target price on shares of onsemi from $135.00 to $127.00 and set a “buy” rating for the company in a research note on Tuesday, August 4th. Stonex Financia upgraded shares of onsemi to a “strong-buy” rating in a research note on Wednesday, October 14th. Robert W. Baird increased their target price on onsemi from $100.00 to $108.00 and gave the company a “neutral” rating in a report on Tuesday, August 4th. Finally, Sanford C. Bernstein restated an “outperform” rating and issued a $62.00 price target on shares of onsemi in a research note on Wednesday, August 12th. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and sixteen have issued a Hold rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $94.76.

onsemi Trading Up 3.4%

NASDAQ ON opened at $75.62 on Monday. onsemi has a 52 week low of $44.56 and a 52 week high of $134.92. The firm has a 50 day moving average of $75.52 and a two-hundred day moving average of $90.08. The company has a quick ratio of 2.49, a current ratio of 3.46 and a debt-to-equity ratio of 0.51. The stock has a market capitalization of $29.44 billion, a PE ratio of 48.47, a price-to-earnings-growth ratio of 0.60 and a beta of 2.05.

Insiders Place Their Bets

In other onsemi news, insider Sudhir Gopalswamy sold 15,578 shares of the firm’s stock in a transaction that occurred on Thursday, October 1st. The shares were sold at an average price of $80.00, for a total transaction of $1,246,240.00. Following the sale, the insider owned 158,177 shares of the company’s stock, valued at approximately $12,654,160. This trade represents a 8.97% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.35% of the company’s stock.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the stock. SHP Wealth Management acquired a new position in shares of onsemi in the fourth quarter worth $32,000. Ascentis Independent Advisors purchased a new stake in shares of onsemi in the first quarter valued at $36,000. Ninety One UK Ltd acquired a new stake in shares of onsemi during the third quarter valued at $36,000. Root Financial Partners LLC boosted its stake in shares of onsemi by 39.4% during the first quarter. Root Financial Partners LLC now owns 701 shares of the semiconductor company’s stock valued at $43,000 after acquiring an additional 198 shares during the last quarter. Finally, Compass Financial Management LLC acquired a new stake in shares of onsemi during the second quarter valued at $67,000. Institutional investors and hedge funds own 97.70% of the company’s stock.

Key Stories Impacting onsemi

Here are the key news stories impacting onsemi this week:

• Positive Sentiment: StoneX initiated coverage of onsemi (ON) with a Buy rating, adding a new bullish view that may support investor confidence in the company’s long-term prospects. StoneX initiates coverage of ON Semiconductor with buy rating
• Positive Sentiment: Industry research projects the global power-transistor market will grow from $15.6 billion in 2025 to $21.4 billion by 2032, driven by electric vehicles, renewable energy, smart grids and energy-efficiency applications—markets relevant to onsemi’s power-management and silicon-carbide businesses. Power Transistors Global Strategic Business Report
• Positive Sentiment: A product validation involving a camera built with an onsemi HyperLux image sensor highlights continued use of the company’s imaging technology in embedded-vision applications, although the direct financial impact is not disclosed. Vadzo Imaging validates an onsemi camera sensor
• Neutral Sentiment: Investor attention toward onsemi has increased, which may boost trading interest but does not by itself change the company’s earnings outlook. Investors heavily search onsemi
• Negative Sentiment: TD Cowen cut its price target to $75 from $95 and maintained a Hold rating, signaling reduced near-term upside expectations. The target is near the stock’s current trading level and may limit gains. TD Cowen lowers onsemi price target

onsemi Company Profile

onsemi is engaged in disruptive innovations and also a supplier of power and analog semiconductors. The firm offers vehicle electrification and safety, sustainable energy grids, industrial automation, and 5G and cloud infrastructure, with a focus on automotive and industrial end-markets. It operates through the following segments: Power Solutions Group, Advanced Solutions Group, and Intelligent Sensing Group. The Power Solutions Group segment offers discrete, module, and semiconductor products that perform multiple application functions, including power switching, power conversion, signal conditioning, circuit protection, signal amplification, and voltage reference functions.