ON

SCOTTSDALE, Ariz., July 16, 2026 (GLOBE NEWSWIRE) -- onsemi (Nasdaq: ON) plans to announce its financial results for the second quarter, which ended July 3, 2026, after market close on Monday, August 3, 2026. The company will host a conference call at 5 p.m. Eastern Time (ET) on August 3, 2026, following the release of its financial results. Investors and interested parties can access the conference call in the following manner: Webcast: A live webcast of the conference call will be available via the “Investor Relations” section of the company’s website at http://www.onsemi.com. The re-broadcast of the call will be available at this site approximately one hour following the live broadcast and will remain available for 30 days. Teleconference: Investors and interested parties can also access the conference call by pre-registering here. About onsemi onsemi (Nasdaq: ON) delivers intelligent power and sensing technologies that enable electrification, energy efficiency, safety, and automation across automotive, industrial, and AI data center end markets. With a highly differentiated and innovative product portfolio, onsemi helps customers solve complex challenges to achieve higher efficiency, improved performance, and lower system cost, while supporting a safer, cleaner, and more energy-efficient world. onsemi is included in the S&P 500® index. Learn more about onsemi at www.onsemi.com. onsemi and the onsemi logo are trademarks of Semiconductor Components Industries, LLC. All other brand and product names appearing in this document are registered trademarks or trademarks of their respective holders. Contacts Krystal Heaton Director, Head of Public Relations onsemi (480) 242-6943 [email protected] Parag Agarwal Vice President - Investor Relations & Corporate Development onsemi (602) 244-3437 [email protected]

In recent days, ON Semiconductor Corp. reported that analysts expect a meaningful uplift in upcoming quarterly earnings per share and revenue, even as the stock lagged a rising broader market. At the same time, Heartland Advisors highlighted ON Semiconductor’s strength in power management and image sensing for electric vehicles and AI datacenters, as well as its ongoing push toward higher-margin products and more efficient manufacturing. Next, we’ll explore how optimism around upcoming earnings and ON Semiconductor’s positioning in EVs and AI power solutions may influence its investment narrative. Invest in the nuclear renaissance through our list of 90 elite nuclear energy infrastructure plays powering the global AI revolution. To own ON Semiconductor, you need to believe its focus on higher value power and sensing chips for EVs and AI can translate into durable earnings, despite cyclical swings. The latest uptick in analyst estimates for the next quarter supports that thesis but does not fundamentally change the key near term catalyst: stronger utilization and margins in auto and AI power. The biggest risk remains that auto and EV demand outside China stays soft, keeping factories underused. Among recent developments, the June launch of ON’s Elite Pairing Studio looks most relevant here. It directly supports the company’s push into silicon carbide power solutions for EVs and AI data centers, the same areas Heartland Advisors highlighted. If this tool helps customers design in ON’s SiC devices more easily, it could reinforce the earnings momentum analysts now expect around upcoming results, though the impact will take time to show up in reported numbers. Yet while optimism is building around earnings, investors should also be aware of how ongoing underutilized capacity could still weigh on margins and returns... Read the full narrative on ON Semiconductor (it's free!) ON Semiconductor's narrative projects $8.1 billion revenue and $2.2 billion earnings by 2029. Uncover how ON Semiconductor's forecasts yield a $103.97 fair value, a 12% upside to its current price. Some of the lowest estimate analysts paint a far more cautious picture, even before this news, assuming revenue of about US$8.0 billion and earnings of roughly US$2.2 billion by 2029, so it is worth comparing that more pessimistic view with today’s upbeat commentary around AI and EV demand. Explore...

SAN JOSE, Calif., July 15, 2026 (GLOBE NEWSWIRE) -- Synaptics® Incorporated (Nasdaq: SYNA) today announced that it will release financial results for the fourth quarter and full year of fiscal 2026 on Thursday, August 6, 2026, after the market closes. Due to the pending transaction with onsemi, Synaptics will not be hosting a conference call to review its financial results or provide a forward-looking financial outlook. The press release will be available on the Company’s website at https://investor.synaptics.com. About Synaptics Incorporated: Synaptics (Nasdaq: SYNA) is driving innovation in AI at the Edge, bringing AI closer to end users and transforming how we engage with intelligent connected devices, whether at home, at work, or on the move. As a go-to partner for forward-thinking product innovators, Synaptics powers the future with its cutting-edge Synaptics Astra™ AI-Native embedded compute, wireless connectivity, and multimodal sensing solutions. We’re making the digital experience smarter, faster, more intuitive, secure, and seamless. From touch, display, and biometrics to AI-driven wireless connectivity, video, vision, audio, speech, and security processing, Synaptics is a force behind the next generation of technology enhancing how we live, work, and play. Follow Synaptics on LinkedIn, Facebook, Instagram, and YouTube, or visit www.synaptics.com. For further information, please contact: Munjal Shah VP, Head of Investor RelationsSynaptics [email protected]

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering ON Semiconductor Corp. (ON), which belongs to the Zacks Semiconductor - Analog and Mixed industry. This semiconductor components maker has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 4.07%. For the most recent quarter, ON Semiconductor Corp. was expected to post earnings of $0.61 per share, but it reported $0.64 per share instead, representing a surprise of 4.92%. For the previous quarter, the consensus estimate was $0.62 per share, while it actually produced $0.64 per share, a surprise of 3.23%. With this earnings history in mind, recent estimates have been moving higher for ON Semiconductor Corp.. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the company is positive, which is a great sign of an earnings beat, especially when you combine this metric with its nice Zacks Rank. Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. ON Semiconductor Corp. currently has an Earnings ESP of +2.11%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #3 (Hold) indicates that another beat is possibly around the corner. With the Earnings ESP metric, it's important to note that a negative value reduces its predictive power; however, a negative Earnings ESP does not indicate an earnings miss. Many companies end up beating the consensus EPS estimate, though this is not the o...

Valued at $37.6 billion by market cap, ON Semiconductor Corporation (ON) is a leading semiconductor manufacturer specializing in intelligent power and sensing technologies. Headquartered in Scottsdale, Arizona, the company designs and produces a broad portfolio of power management, analog, discrete, and image sensing semiconductors used across the automotive, industrial, cloud infrastructure, and consumer electronics markets. The leading semiconductor manufacturer is expected to announce its fiscal second-quarter earnings for 2026 in the near term. Ahead of the event, analysts expect ON to report a profit of $0.71 per share on a diluted basis, up 34% from $0.53 per share in the year-ago quarter. The company beat the consensus estimates in three of the last four quarters while missing the forecast on another occasion. Taiwan Just Waved a Red Flag for Nvidia Stock Taiwan Semi Stock Is Approaching Fair Value Ahead of July 16. How to Play TSM Here. Dear Google Stock Fans, Mark Your Calendars for July 13 Tired of missing midday reversals? The FREE Barchart Brief newsletter keeps you in the know. Sign up now! For the current year, analysts expect ON to report EPS of $3.09, up 31.5% from $2.35 in fiscal 2025. Its EPS is expected to rise 41.1% year over year to $4.36 in fiscal 2027. ON stock has considerably outperformed the S&P 500 Index’s ($SPX) 20.6% gains over the past 52 weeks, with shares up 61.2% during this period. Similarly, it notably outperformed the State Street Technology Select Sector SPDR ETF’s (XLK) 44.6% returns over the same time frame. ON Semiconductor shares climbed 7.3% on July 9 after semiconductor stocks rebounded on reports that China may ease restrictions on imports of NVIDIA Corporation’s (NVDA) AI chips, improving sentiment across the sector. Additional optimism came from strong institutional demand for AI memory chips, highlighted by the heavily oversubscribed U.S. ADR offering of SK Hynix, reinforcing confidence in long-term AI-driven semiconductor demand. Analysts’ consensus opinion on ON stock is reasonably bullish, with a “Moderate Buy” rating overall. Out of 29 analysts covering the stock, 10 advise a “Strong Buy” rating, two suggest a “Moderate Buy,” and 17 give a “Hold.” ON’s mean price target of $111.20 implies an upswing potential of 15.9% from the current market prices. On the date of publication, Kritika Sarmah did not have (ei...

(Updates with market moves at the end of the day.) The Dow Jones Industrial Average hit an new al

It has been about a month since the last earnings report for ON Semiconductor Corp. (ON). Shares have added about 25.3% in that time frame, outperforming the S&P 500. But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is ON Semiconductor Corp. due for a pullback? Well, first let's take a quick look at its latest earnings report in order to get a better handle on the recent drivers for ON Semiconductor Corporation before we dive into how investors and analysts have reacted as of late. ON Semiconductor or onsemi delivered solid first-quarter 2026 results as improving demand signals and accelerating AI data center momentum lifted performance. The company reported non-GAAP earnings of 64 cents per share, up 16.4% year over year, beating the Zacks Consensus Estimate by 4.92%. Revenues rose 4.7% year over year to $1.513 billion, topping the consensus mark by 1.76%. Management emphasized that demand strengthened as the quarter progressed, supported by stronger order patterns and an increase in short lead-time orders. The company also highlighted continued traction from higher-value programs tied to AI infrastructure and advanced automotive power platforms. A key narrative was the “inflection point” in AI data center demand, with onsemi describing broader adoption across the power tree spanning multiple chip vendors and leading hyperscalers. That acceleration helped offset softness elsewhere and reinforced the company’s focus on electrification and energy-efficient power conversion. The quarterly mix underscored relative strength in Power Solutions Group (PSG), which accounted for 48.7% of revenues. PSG revenues were $736.6 million, up 14.2% year over year and 2% sequentially, reflecting improved demand signals and better positioning in higher-value power applications.Analog & Mixed-Signal Group revenues were $540.4 million, down 5% year over year and 3% sequentially. Intelligent Sensing Group revenues totaled $236.3 million, up 1% from the year-ago quarter but down 5% from the prior quarter. Management pointed to a market recovery path that is being led by specific application ramps rather than a uniform regional rebound. On Semiconductor reported a non-GAAP gross margin of 38.5% in the reported quarter, down 150 basis points (bps). Cost actions remained a notable theme. Non-GAAP operating expense...

As the Q1 earnings season wraps, let’s dig into this quarter’s best and worst performers in the analog semiconductors industry, including onsemi (NASDAQ:ON) and its peers. Demand for analog chips is generally linked to the overall level of economic growth, as analog chips serve as the building blocks of most electronic goods and equipment. Unlike digital chip designers, analog chip makers tend to produce the majority of their own chips, as analog chip production does not require expensive leading edge nodes. Less dependent on major secular growth drivers, analog product cycles are much longer, often 5-7 years. The 15 analog semiconductors stocks we track reported a strong Q1. As a group, revenues beat analysts’ consensus estimates by 1.5% while next quarter’s revenue guidance was in line. Luckily, analog semiconductors stocks have performed well with share prices up 27.1% on average since the latest earnings results. Spun out of Motorola in 1999 and built through a series of acquisitions, onsemi (NASDAQ:ON) is a global provider of analog chips specializing in autos, industrial applications, and power management in cloud data centers. onsemi reported revenues of $1.51 billion, up 4.7% year on year. This print exceeded analysts’ expectations by 1.7%. Overall, it was a strong quarter for the company with a beat of analysts’ EPS estimates and revenue guidance for next quarter beating analysts’ expectations. “We exceeded expectations as demand strengthened through the quarter and we have moved beyond the cyclical trough on a path to recovery. Our AI data center business accelerated, growing more than 30% sequentially.” Interestingly, the stock is up 26.2% since reporting and currently trades at $128.74. Is now the time to buy onsemi? Access our full analysis of the earnings results here, it’s free. Headquartered in Dallas, Texas since the 1950s, Texas Instruments (NASDAQ:TXN) is the world’s largest producer of analog semiconductors. Texas Instruments reported revenues of $4.83 billion, up 18.6% year on year, outperforming analysts’ expectations by 6.6%. The business had a stunning quarter with a beat of analysts’ EPS estimates and an impressive beat of analysts’ adjusted operating income estimates. Texas Instruments pulled off the biggest analyst estimates beat among its peers. The market seems happy with the results as the stock is up 37.6% since reporting. It c...

The chip maker reports better-than-expected earnings and revenue for its fiscal second quarter, and agrees to acquire Empower Semiconductor.

onsemi’s first quarter results were met with a clearly negative market reaction, despite the company surpassing Wall Street’s revenue and non-GAAP earnings expectations. Management identified accelerating demand in AI data centers and initial signs of stabilization in automotive as primary drivers, highlighting a significant ramp in the Treo product platform and strong sequential growth in their power portfolio. CEO Hassane El-Khoury stated that “improving demand signals and accelerating AI data center growth demonstrate that the structural changes we made over the past several years are now translating into tangible financial results.” Is now the time to buy ON? Find out in our full research report (it’s free). Revenue: $1.51 billion vs analyst estimates of $1.49 billion (4.7% year-on-year growth, 1.7% beat) Adjusted EPS: $0.64 vs analyst estimates of $0.62 (4.1% beat) Adjusted EBITDA: $576.3 million vs analyst estimates of $448.3 million (38.1% margin, 28.6% beat) Revenue Guidance for Q2 CY2026 is $1.59 billion at the midpoint, above analyst estimates of $1.53 billion Adjusted EPS guidance for Q2 CY2026 is $0.71 at the midpoint, above analyst estimates of $0.67 Operating Margin: -3.5%, up from -39.7% in the same quarter last year Inventory Days Outstanding: 200, up from 191 in the previous quarter Market Capitalization: $40.44 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Ross Clark Seymore (Deutsche Bank) asked when structural and secular trends like AI data center and zonal automotive architectures would become visible in external results. CEO Hassane El-Khoury pointed to current-year growth in both areas and projected margin expansion as the product mix continues to shift. Vivek Arya (Bank of America) inquired about the likelihood of better-than-seasonal trends in the second half, given improving demand signals. El-Khoury stated that order patterns and customer ramps indicate a stronger second half across automotive, AI data center, and industrial segments. Joshua Louis Buchalter (TD Cowen) pressed for a breakdown of AI data center growth by product family. El-Khoury declined to provide specifics but...

ON Semiconductor ON or onsemi delivered solid first-quarter 2026 results as improving demand signals and accelerating AI data center momentum lifted performance. The company reported non-GAAP earnings of 64 cents per share, up 16.4% year over year, beating the Zacks Consensus Estimate by 4.92%. Revenues rose 4.7% year over year to $1.513 billion, topping the consensus mark by 1.76%. Management emphasized that demand strengthened as the quarter progressed, supported by stronger order patterns and an increase in short lead-time orders. The company also highlighted continued traction from higher-value programs tied to AI infrastructure and advanced automotive power platforms. ON Semiconductor Corporation price-consensus-eps-surprise-chart | ON Semiconductor Corporation Quote A key narrative was the “inflection point” in AI data center demand, with onsemi describing broader adoption across the power tree spanning multiple chip vendors and leading hyperscalers. That acceleration helped offset softness elsewhere and reinforced the company’s focus on electrification and energy-efficient power conversion. The quarterly mix underscored relative strength in Power Solutions Group (PSG), which accounted for 48.7% of revenues. PSG revenues were $736.6 million, up 14.2% year over year and 2% sequentially, reflecting improved demand signals and better positioning in higher-value power applications. Analog & Mixed-Signal Group revenues were $540.4 million, down 5% year over year and 3% sequentially. Intelligent Sensing Group revenues totaled $236.3 million, up 1% from the year-ago quarter but down 5% from the prior quarter. Management pointed to a market recovery path that is being led by specific application ramps rather than a uniform regional rebound. On Semiconductor reported a non-GAAP gross margin of 38.5% in the reported quarter, down 150 basis points (bps). Cost actions remained a notable theme. Non-GAAP operating expenses were $293.7 million in the quarter, down 7% year over year, reflecting ongoing cost optimization. That discipline supported profitability despite a still-mixed demand backdrop. Non-GAAP operating margin was 19.1%, up 90 bps year over year. The company also reiterated that its leaner cost structure is designed to deliver operating leverage as volumes recover and higher-margin products ramp. Operationally, onsemi noted improved manufacturing executi...

Onsemi (ON) stock initially fell 5% after Q1 earnings before recovering slightly, but the reaction may have missed the bigger shift underway. AI data center power saw strong growth, margins kept rebuilding through mix and factory discipline, and automotive showed signs of healthier demand. More importantly, CEO Hassane El-Khoury delivered a clear two-word message on the call, suggesting this quarter may mark the start of a renewed growth story. ON Semiconductor’s first quarter reframed the company's growth story. AI data center power shifted from a future opportunity to a visible driver, right as management called Q1 the cycle trough. CEO Hassane El-Khoury described Q1 as the business's “inflection point” on the earnings call, citing the company's AI data center growth and gross margin expansion. Revenue came in at $1.513 billion, representing only 4.7% year-over-year growth, but the bigger shift came from AI data center revenue, which rose more than 30% sequentially (quarterly) and more than 100% from a year earlier. Management also said orders are improving and lead-time demand is shortening, which points to shipments tracking current consumption more closely. That matters because demand tied to active deployment carries more weight than revenue lifted by inventory refill. It gives ON a firmer base for growth and reduces reliance on a broad rebound in automotive and industrial demand. AI power infrastructure rewards performance, efficiency, and supply assurance, which supports stronger positioning and better pricing power. The company set Q2 revenue guidance for $1.535-$1.635 billion. The bigger test is whether AI can sustain this pace. If it does, ON might start to look less like a cyclical recovery story and more like a power content business with durable demand. ON’s first-quarter report also showed that earnings recovery is gaining traction before revenue fully rebounds. The company posted a non-GAAP gross margin of 38.5% and a non-GAAP operating margin of 19.1%. Gross margin expanded for a third straight quarter, even with only modest sales growth. Management credited higher utilization, tighter product mix, Fab Right manufacturing savings, and the exit of lower-value revenue. Management said gross margin should expand sequentially through the rest of 2026, while Q2 gross margin guidance stands at 38.0% to 40.0%. Trending Stock News: JPMorgan resets B...