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ON Semiconductor (ON) Sees AI Data Center Growth Surge, Is The Upside Already Priced In?

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. ON Semiconductor (ON) just delivered second quarter 2026 results and fresh third quarter guidance, highlighting rapid growth in its AI data center segment …

ON Semiconductor (ON) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Tuesday, Aug. 4, 2026 at 8:00 a.m. ET CALL PARTICIPANTS Vice President of Investor Relations and Corporate Development - Parag AgarwalPresident and Chief Executive Officer - Hassane El-KhouryChief Financial Officer - Thad Trent TAKEAWAYS Revenue -- ON Semiconductor(NASDAQ:ON) …

Consensus Cloud Solutions, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Consensus Cloud Solutions (NASDAQ: CCSI) recently reported Q2 results, with revenues matching expectations and EPS exceeding predictions by 14%. Following these results, analysts have become more optimistic about the company's earnings potential, raising their price targets by 6.4% to US$41.75. Despite this, revenue growth …

BTIG raises Consensus Cloud Solutions stock price target on revenue growth

BTIG raised its price target for Consensus Cloud Solutions (NASDAQ:CCSI) to $50 from $45, maintaining a Buy rating after the company's strong second-quarter results. The company surpassed revenue and adjusted EBITDA estimates, marking its highest growth rate since Q1 2022 and reaffirming full-year guidance. …

Consensus Cloud Solutions (NASDAQ:CCSI) Trading Up 8.5% After Analyst Upgrade

Consensus Cloud Solutions (NASDAQ:CCSI) saw its stock price increase by 8.5% after BTIG Research upgraded its price target from $45 to $50 and maintained a Buy rating. The company's financial performance slightly surpassed Q1 expectations, reporting $1.49 EPS against an estimated $1.48 and $91.36 …

Why One Prominent Analyst Expects 85% Returns for ON Semiconductor Despite Current Turmoil

Quick Read Susquehanna's Christopher Rolland holds a Street-high $150 target on ON, implying 85% upside driven by AI data center revenue expected to double in 2026. Despite NXPI falling 15% and STM dropping 18% last month, ON carries the largest implied upside among its …

BTIG Research Forecasts Strong Price Appreciation for Consensus Cloud Solutions (NASDAQ:CCSI) Stock

Consensus Cloud Solutions Inc (CCSI) Earnings Forecast: Future EPS & Revenue Growth Estimates

Consensus Cloud’s Corporate Engine Powers Solid Quarter

Consensus Cloud Solutions reported strong Q2 2026 earnings, driven by significant growth in its corporate segment and solid profitability. The company highlighted its transition to higher-value corporate, healthcare, and public sector workflows, while acknowledging challenges in its SoHo segment and near-term margin pressures from …

The Numbers Behind ON Semiconductor’s (ON) Higher Target and Unchanged Hold Rating

ON Semiconductor Corp (NASDAQ:ON) gave investors plenty of reasons for optimism after delivering stronger-than-expected second-quarter earnings, issuing third-quarter guidance above Wall Street's expectations, and reaffirming that its AI data center revenue is on track to more than double in 2026. Robert W. Baird analyst …

Consensus Cloud Solutions (NASDAQ:CCSI) Shares Gap Down - Here's Why

Consensus Cloud Solutions (NASDAQ:CCSI) shares gapped down on Friday, opening at $34.76 after closing at $37.33, though they recovered slightly. Despite the dip, analyst sentiment remains positive with an average "Moderate Buy" rating and a target price of $38.33, following recent target increases from …

Consensus Cloud Solutions Inc (CCSI) Stock News Today

This page provides current stock information for Consensus Cloud Solutions Inc (CCSI), including its recent stock price, market capitalization, and P/E ratio. It also indicates that more news and analysis for the company will be available soon. The page serves as a hub for …

Consensus Cloud Solutions (NASDAQ:CCSI) Releases Quarterly Earnings Results, Beats Expectations By $0.01 EPS

CONSENSUS CLOUD SOLUTIONS ($CCSI) reported its Q2 2026 earnings, missing both earnings per share and revenue estimates. The company posted earnings of $1.49 per share against an estimate of $1.51, and revenue of $91.36 million versus an estimated $91.42 million. Following the report, the …

Here’s The Real Reason Wall Street Cut ON Semiconductor Stock’s Price Target

ON Semiconductor Logo in Front of Computer By Tigarto ON Semiconductor (ON) delivered a quarter that usually triggers analysts' price upgrades. Revenue and earnings beat Wall Street's expectations, free cash flow nearly quadrupled from a year ago, and management sounded optimistic about accelerating AI …

Consensus Cloud Solutions (Nasdaq: CCSI) lifts Q2 net income to $27,374

Consensus Cloud Solutions (Nasdaq: CCSI) reported a significant increase in Q2 2026 net income, reaching $27,374 (in thousands), up from $20,781 (in thousands) in the prior year. Revenue grew 4% year-over-year to $91,361 (in thousands), primarily driven by a 9% increase in Corporate revenue, …

Consensus Cloud Solutions, Inc. 2026 Q2 - Results - Earnings Call Presentation (NASDAQ:CCSI) 2026-08-07

Form 8K Consensus Cloud Solutions Inc For: 6 August By Investing.com

This article reports on a Form 8K filing by Consensus Cloud Solutions Inc. for August 6th. The brief news item also mentions the stock symbol CCSI and its recent price performance. It is a very short announcement from Investing.com with no additional details.

Consensus Cloud Solutions (NASDAQ:CCSI) Updates FY 2026 Earnings Guidance

BRIEF-Consensus Cloud Solutions Q2 EPS USD 1.43

Consensus Cloud Solutions reported its Q2 earnings per share (EPS) of USD 1.43. This brief announcement from Reuters indicates the company's financial performance for the second quarter. The full article is available through a TradingView subscription.

Consensus Cloud Solutions, Inc. Reports Second Quarter 2026 Results; Reaffirms Full Year 2026 and Releases Q3 2026 Guidance; Increases Stock Buyback Program to $200 Million

Consensus Cloud Solutions, Inc. reported strong financial results for Q2 2026, with revenues increasing by 4.1% to $91.4 million and net income rising by 31.7% to $27.4 million. The company reaffirmed its full-year 2026 guidance, provided Q3 2026 guidance, and increased its stock buyback …

Consensus Cloud Solutions (NASDAQ: CCSI) lifts Q2 profit, expands $200M buyback

Consensus Cloud Solutions (NASDAQ: CCSI) reported a strong Q2 2026, with revenue increasing by 4.1% to $91.4 million and net income jumping 31.7% to $27.4 million. Diluted EPS rose 33.6% to $1.43, driven by revenue growth and an unrealized investment gain. The company also …

Consensus Cloud Solutions, Inc. Provides Earnings Guidance for the Third Quarter and Full Year 2026

Consensus Cloud Solutions, Inc. (CCSI) has released its earnings guidance for the third quarter and full fiscal year 2026. For Q3 2026, the company anticipates revenue to be between $89.2 million and $93.2 million. The full-year 2026 revenue guidance is set at a range …

Earnings To Watch: Consensus Cloud Solutions Inc (CCSI) Q2 2026 -- GF Value Sees 35% Downside

Consensus Cloud Solutions Inc (CCSI) is scheduled to release its Q2 2026 earnings on August 6, 2026, with revenue and earnings per share estimates of $89.63 million and $1.25 respectively. Analyst price targets suggest a slight downside of -1.07% from its current price, while …

ON Semiconductor Stock Rallies After Q2 Earnings Beat

ON Semiconductor Corp. (ON) Moves to Buy: Rationale Behind the Upgrade

ON Semiconductor Corp. (ON) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change. The Zacks …

Price Prediction: ON Semiconductor Stock Looks Ready for Its Next Move

Quick Read ON Semiconductor earns a BUY at a $115 price target, representing 43% upside, as AI data center revenue doubles in 2026 and free cash flow quadruples. Texas Instruments grew Q2 revenue 23% and Microchip commands a premium valuation on lower sales, both …

ON Semiconductor stock jumps -- Analysts see a bigger AI opportunity ahead

This article first appeared on GuruFocus. ON Semiconductor (NASDAQ:ON) stock rose about 2% on Tuesday after its second-quarter results and outlook drew favorable analyst views, with artificial-intelligence data centers emerging as an important source of demand. Jefferies maintained its Buy rating and $115 price …

Lazard Asset Management LLC Raises Stock Holdings in Consensus Cloud Solutions, Inc. $CCSI

Lazard Asset Management LLC significantly increased its stake in Consensus Cloud Solutions, Inc. (NASDAQ:CCSI) by 223.4% in the first quarter, bringing its total holdings to 69,299 shares valued at $1.65 million. This comes as Consensus Cloud Solutions exceeded quarterly earnings and revenue expectations, reporting …

ON Semiconductor's AI Momentum Outpaces Financial Results, Truist Says

ON Semiconductor (ON) is seeing a cyclical recovery alongside growing AI and data center demand, tho PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already …

How ON’s Strong Q2 Results, AI Momentum and Buybacks Will Impact ON Semiconductor (ON) Investors

ON Semiconductor Corporation recently reported second-quarter 2026 results, with sales rising to US$1,603.5 million and diluted EPS from continuing operations increasing to US$0.56, and issued third-quarter guidance calling for US$1,650 million to US$1,750 million in revenue and diluted EPS of US$0.79 to US$0.91. The …

ON Q2 Earnings Call Signals AI-Led Demand and Margin Lift

ON Semiconductor Corporation ON used its second-quarter 2026 earnings call to emphasize AI data center demand, tighter supply and operating leverage from higher factory utilization. CEO Hassane El-Khoury raised the 2026 AI data center outlook to more than double last year, while CFO Thad …

ON Semiconductor Q2 2026 earnings beat on AI data center growth

ON Semiconductor disclosed second-quarter net income of $226.8 million, a jump from $170.3 million in the prior-year period, fueled by accelerating demand from AI data center customers. On a per-share basis, GAAP diluted earnings came in at $0.56, compared with $0.41 in the same …

AI-linked chip stocks rebound; Powell Industries tumbles premarket

Investing.com - U.S. stock index futures rose on Tuesday as investors weighed mixed signals surrounding renewed Middle East peace talks while awaiting quarterly results from Elon Musk's SpaceX, with semiconductor shares finding support from another round of upbeat AI-related earnings. Technology stocks extended their …