onsemi (NASDAQ:ON) Releases Q4 2026 Earnings Guidance

by · The Markets Daily

onsemi (NASDAQ:ON – Get Free Report) 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 earnings per share 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 Analysts Forecast Growth

ON has been the subject of a number of recent analyst reports. Needham & Company LLC restated a “buy” rating and set a $116.00 price target on shares of onsemi in a research report on Tuesday. Susquehanna decreased their price target on shares of onsemi from $150.00 to $120.00 and set a “positive” rating on the stock in a research note on Wednesday, October 21st. Craig Hallum raised shares of onsemi from a “hold” rating to a “buy” rating and upped their price objective for the company from $60.00 to $85.00 in a research note on Tuesday. Stonex Financial upgraded shares of onsemi to a “strong-buy” rating in a research report on Wednesday, October 14th. Finally, Evercore lowered their price target on shares of onsemi from $137.00 to $90.00 in a research note on Monday. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and sixteen have assigned a Hold rating to the company. According to MarketBeat, onsemi presently has a consensus rating of “Moderate Buy” and a consensus price target of $95.03.

View Our Latest Stock Analysis on ON

onsemi Trading Down 1.9%

NASDAQ ON opened at $71.24 on Thursday. The company has a quick ratio of 2.49, a current ratio of 3.55 and a debt-to-equity ratio of 0.49. The firm has a market capitalization of $27.73 billion, a PE ratio of 41.42, a P/E/G ratio of 0.59 and a beta of 2.11. The stock’s 50 day moving average is $74.66 and its 200 day moving average is $82.13. onsemi has a twelve month low of $44.56 and a twelve month high of $134.92.

onsemi (NASDAQ:ON – Get Free Report) last released its earnings results on Monday, November 2nd. The semiconductor company reported $0.90 earnings per share for the quarter, topping analysts’ consensus estimates of $0.88 by $0.02. onsemi had a net margin of 10.82% and a return on equity of 15.53%. The firm had revenue of $1.72 billion for the quarter, compared to the consensus estimate of $1.71 billion. During the same period in the prior year, the firm earned $0.63 EPS. The company’s revenue was up 11.1% compared to the same quarter last year. Research analysts forecast that onsemi will post 3.26 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other onsemi news, insider Sudhir Gopalswamy sold 15,578 shares of the business’s stock in a transaction on Thursday, October 1st. The stock was sold at an average price of $80.00, for a total value of $1,246,240.00. Following the sale, 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 ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.35% of the company’s stock.

onsemi News Summary

Here are the key news stories impacting onsemi this week:

  • Positive Sentiment: onsemi beat Q3 earnings and revenue expectations and forecast Q4 adjusted EPS of $0.95–$1.07, above the $0.96 consensus midpoint. Q3 results and guidance
  • Positive Sentiment: AI data-center revenue rose 175% year over year; management expects that business to double in 2027 and targets more than $3 billion in data-center revenue by 2030. The planned Ferric acquisition is intended to strengthen power-delivery technology for AI processors. AI sales and Ferric acquisition
  • Positive Sentiment: Craig Hallum upgraded the shares to Buy from Hold and raised its target to $85 from $60, citing a more constructive view. Craig Hallum rating
  • Neutral Sentiment: Analyst views remain mixed: Truist nudged its target to $76 while keeping Hold, and Cantor Fitzgerald maintained Neutral with a $90 target. Cantor Fitzgerald rating
  • Negative Sentiment: onsemi is reportedly delaying some automakers’ inventory orders while prioritizing AI and industrial customers, creating a near-term headwind for its automotive business. Automotive orders and AI sales
  • Negative Sentiment: Several firms have lowered price targets, including Citi ($98 to $80), B. Riley ($105 to $97), Goldman Sachs ($95 to $85), and Mizuho ($95 to $87). Most retained neutral or Hold ratings, signaling caution despite upside implied by their targets. Citi target change

onsemi Company Profile

(Get Free Report)

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.

Read More