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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 …

ON Semiconductor Corp (ON) Aktienanalyse & Prognose

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 …

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 …

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 …

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 …

ON Semiconductor Shares Jump After Earnings and Outlook Beat Expectations

Semiconductor ©Adobe Stock Images ON Semiconductor (NASDAQ:ON) shares climbed 7.6% in pre-market trading after the chipmaker reported second-quarter 2026 results that exceeded Wall Street forecasts and issued a stronger-than-expected outlook for the current quarter. The company posted non-GAAP earnings of $0.74 per share, ahead …

ON Semiconductor (ON) Stock May Be 8% Overvalued Despite Earnings Nearing

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. ON Semiconductor has delivered a strong 81.1% gain over the past five years, yet its latest valuation checks suggest the stock no longer looks like …

ON Semiconductor-Aktie schießt hoch: Umsatz kräftig gesteigert

ON Semiconductor Corp (ON) (Q2 2026) Earnings Call Highlights: AI Data Center Demand Drives ...

This article first appeared on GuruFocus. Revenue: $1.6 billion in Q2 2026, up 6% sequentially and 9% year over year. Non-GAAP Gross Margin: 39.3%, expanded 80 basis points sequentially. Non-GAAP Earnings Per Share: $0.74, up 16% from the prior quarter. Automotive Revenue: $781 million, …

Earnings Call: ON Semiconductor übertrifft Q2-Prognosen – Aktie legt nachbörslich zu

Here's What Key Metrics Tell Us About ON Semiconductor Corp. (ON) Q2 Earnings

ON Semiconductor Corp. (ON) reported $1.6 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 9.2%. EPS of $0.74 for the same period compares to $0.53 a year ago. The reported revenue compares to the Zacks Consensus Estimate of …

ON Semiconductor Corp. (ON) Tops Q2 Earnings and Revenue Estimates

ON Semiconductor Corp. (ON) came out with quarterly earnings of $0.74 per share, beating the Zacks Consensus Estimate of $0.72 per share. This compares to earnings of $0.53 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents …

Stocks making the biggest moves after hours: Palantir, On Semiconductor, Snap & more

Check out the companies making the biggest moves after the bell: Palantir Technologies — The data analytics giant ripped 10% higher on blowout results for the second quarter that were powered by a nearly 150% surge in U.S. commercial revenue . On Semiconductor — …

On Semiconductor Rises on Solid Earnings Beat as AI Data Center Revenue Grows

While most of the company’s chip sales are to the car business, its fastest growing segment is to artificial intelligence data centers. Continue Reading

ON Semiconductor Corporation gibt Ergebnisprognose für das dritte Quartal 2026

Should You Buy, Sell or Hold onsemi Stock Before Q2 Earnings?

On Semiconductor ON or onsemi is set to report its second-quarter 2026 results on Aug. 3. The company expects second-quarter 2026 earnings between 65 cents per share and 77 cents per share. The Zacks Consensus Estimate for second-quarter 2026 earnings has increased by a …

1 Options Trade to Make Now to Bet on ON Semiconductor Stock Bouncing Back

Ai chip by Quality Stock Arts via Shutterstock By no means is ON Semiconductor (ON) an easy trade to navigate. Investors are increasingly skeptical about execution risks, particularly tied to how the tech company can fully integrate its $7 billion all-stock deal to buy …

Should You Ignore Vertiv? Why ON Semiconductor May Be The Better AI Infrastructure Stock Today

AI data center infrastructure company Vertiv (NYSE: VRT) and power and sensing chip company ON Semiconductor (NASDAQ: ON) offer investors different approaches to the AI infrastructure market. Vertiv obviously offers more up-front and near-term pure exposure to the AI investment theme, but I think …

Exploring Analyst Estimates for ON Semiconductor Corp. (ON) Q2 Earnings, Beyond Revenue and EPS

Analysts on Wall Street project that ON Semiconductor Corp. (ON) will announce quarterly earnings of $0.72 per share in its forthcoming report, representing an increase of 35.9% year over year. Revenues are projected to reach $1.59 billion, increasing 8% from the same quarter last …

ON Semiconductor Corp. (ON) Stock Sinks As Market Gains: Here's Why

ON Semiconductor Corp. (ON) closed the most recent trading day at $84.39, moving -5.22% from the previous trading session. The stock fell short of the S&P 500, which registered a gain of 0.21% for the day. Elsewhere, the Dow gained 1.03%, while the tech-heavy …

ON Semiconductor (ON) Heads Into Earnings As AI Power Optimism Keeps Valuation In Focus

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. ON Semiconductor (ON) heads into its upcoming August 3 earnings report with expectations for higher year over year earnings and revenue, and analysts' estimates pointing …

ON Semiconductor Corp. (ON) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

ON Semiconductor Corp. (ON) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results …

Micron, onsemi, Seagate, Western Digital, and Vishay Intertechnology Shares Are Falling, What You Need To Know

Micron, onsemi, Seagate, Western Digital, and Vishay Intertechnology Shares Are Falling, What You Need To Know What Happened? A number of stocks fell in the morning session after the U.S. government announced new tariffs of 10% to 12.5% on 60 trading partners over concerns …

ON Semiconductor Corp. (ON) Gains As Market Dips: What You Should Know

ON Semiconductor Corp. (ON) ended the recent trading session at $92.33, demonstrating a +1.39% change from the preceding day's closing price. The stock's change was more than the S&P 500's daily loss of 0.14%. On the other hand, the Dow registered a loss of …

ON Semiconductor Corporation (ON) Is a Trending Stock: Facts to Know Before Betting on It

ON Semiconductor Corp. (ON) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Shares of this semiconductor components maker have returned …