onsemi (NASDAQ:ON) Issues Q4 2026 Earnings Guidance

onsemi (NASDAQ:ON) issued an update on its fourth quarter 2026 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 0.950-1.070 for the period, compared to the consensus EPS estimate of 0.960. The company issued revenue guidance of $1.7 billion-$1.8 billion, compared to the consensus revenue estimate of $1.7 billion.

Wall Street Analyst Weigh In

Several research analysts have recently commented on the stock. Stonex Financia raised shares of onsemi to a “strong-buy” rating in a report on Wednesday, October 14th. Stifel Nicolaus lifted their price target on shares of onsemi from $75.00 to $80.00 and gave the company a “hold” rating in a research report on Monday, October 5th. Susquehanna cut their price target on onsemi from $150.00 to $120.00 and set a “positive” rating for the company in a research note on Wednesday, October 21st. Weiss Ratings raised onsemi from a “sell (d+)” rating to a “hold (c)” rating in a research report on Friday, August 7th. Finally, Wells Fargo & Company restated an “overweight” rating and set a $90.00 price objective on shares of onsemi in a research note on Tuesday. One research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and fifteen have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, onsemi currently has an average rating of “Moderate Buy” and a consensus target price of $91.81.

onsemi Trading Down 2.2%

Shares of ON opened at $70.11 on Tuesday. onsemi has a 52-week low of $44.56 and a 52-week high of $134.92. The business’s fifty day moving average is $74.67 and its 200-day moving average is $82.02. The company has a debt-to-equity ratio of 0.51, a quick ratio of 2.49 and a current ratio of 3.46. The firm has a market cap of $27.29 billion, a price-to-earnings ratio of 44.94, a PEG ratio of 0.62 and a beta of 2.05.

onsemi (NASDAQ:ON) last announced its quarterly earnings results on Monday, November 2nd. The semiconductor company reported $0.90 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.88 by $0.02. onsemi had a net margin of 10.17% and a return on equity of 14.06%. The company had revenue of $1.72 billion for the quarter, compared to analyst estimates of $1.71 billion. During the same period in the previous year, the firm posted $0.63 EPS. The firm’s revenue was up 11.1% on a year-over-year basis. Equities analysts anticipate that onsemi will post 3.21 EPS for the current fiscal year.

Insider Transactions at onsemi

In other onsemi news, insider Sudhir Gopalswamy sold 15,578 shares of onsemi stock in a transaction dated Thursday, October 1st. The stock was sold at an average price of $80.00, for a total transaction of $1,246,240.00. Following the transaction, the insider directly owned 158,177 shares of the company’s stock, valued at approximately $12,654,160. The trade was a 8.97% decrease in their position. The sale was disclosed in a filing 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. 0.35% of the stock is currently owned by corporate insiders.

Key onsemi News

Here are the key news stories impacting onsemi this week:

• Positive Sentiment: AI growth outlook raised: onsemi agreed to acquire Ferric, a developer of integrated voltage-regulator technology, for $600 million in cash plus up to $175 million in contingent consideration. The deal is expected to strengthen onsemi’s power-delivery position for next-generation AI processors and lift its 2030 AI data-center revenue target by $500 million to more than $3 billion. onsemi to Acquire Ferric
• Positive Sentiment: Quarterly results topped consensus: Third-quarter revenue rose 11.1% year over year to approximately $1.72 billion, while adjusted earnings were $0.90 per share versus estimates of $0.88. Cash flow also strengthened, with operating cash flow up 23% to $516 million and free cash flow up 31% to $489 million. onsemi Reports Third Quarter 2026 Results
• Positive Sentiment: AI demand is accelerating: Management said AI data-center revenue surged 175% year over year, helped by customer demand and supply constraints that redirected capacity toward the company’s differentiated products. Fourth-quarter revenue guidance of roughly $1.77 billion was reportedly above the analyst consensus. onsemi Q3 Earnings Call Highlights
• Neutral Sentiment: The Ferric acquisition could improve long-term revenue growth, gross margins and earnings per share, but it requires a substantial cash outlay and execution will be needed to integrate the technology and convert AI demand into sustained sales.
• Negative Sentiment: The positive results were not enough to satisfy elevated investor expectations. Reports indicate the stock weakened after the earnings release, suggesting the market may be focused on the pace of broader semiconductor recovery, valuation, and whether AI growth can offset softness in other end markets. Why onsemi Shares Fell Despite Earnings

About onsemi

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.