ON Semiconductor (ON) to Release Earnings on Monday

ON Semiconductor (NASDAQ:ON - Get Free Report) is anticipated to post its Q1 2026 results before the market opens on Monday, May 4th. Analysts expect ON Semiconductor to post earnings of $0.62 per share and revenue of $1.4877 billion for the quarter. ON Semiconductor has set its Q1 2026 guidance at 0.560-0.660 EPS. Individuals may review the information on the company's upcoming Q1 2026 earning report for the latest details on the call scheduled for Monday, May 4, 2026 at 5:00 PM ET.

ON Semiconductor (NASDAQ:ON - Get Free Report) last released its quarterly earnings results on Monday, February 9th. The semiconductor company reported $0.64 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.62 by $0.02. The company had revenue of $1.53 billion for the quarter, compared to the consensus estimate of $1.54 billion. ON Semiconductor had a net margin of 2.02% and a return on equity of 12.22%. ON Semiconductor's revenue was down 11.2% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.95 earnings per share. On average, analysts expect ON Semiconductor to post $3 EPS for the current fiscal year and $4 EPS for the next fiscal year.

ON Semiconductor Price Performance

ON Semiconductor stock opened at $98.40 on Monday. The company has a market cap of $38.70 billion, a price-to-earnings ratio of 289.42, a PEG ratio of 0.99 and a beta of 1.53. The firm's fifty day moving average is $67.55 and its 200 day moving average is $59.60. The company has a quick ratio of 2.98, a current ratio of 4.52 and a debt-to-equity ratio of 0.39. ON Semiconductor has a 52-week low of $37.19 and a 52-week high of $100.30.

Insider Buying and Selling at ON Semiconductor

In other news, CFO Trent Thad sold 60,000 shares of the company's stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $71.22, for a total value of $4,273,200.00. Following the transaction, the chief financial officer directly owned 339,460 shares in the company, valued at approximately $24,176,341.20. This represents a 15.02% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CEO Hassane El-Khoury sold 20,000 shares of the company's stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $73.02, for a total transaction of $1,460,400.00. Following the completion of the transaction, the chief executive officer owned 1,015,610 shares in the company, valued at approximately $74,159,842.20. The trade was a 1.93% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 116,114 shares of company stock worth $8,492,308 over the last quarter. Insiders own 0.35% of the company's stock.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in the stock. Ameriprise Financial Inc. grew its holdings in shares of ON Semiconductor by 7.7% in the second quarter. Ameriprise Financial Inc. now owns 12,205,996 shares of the semiconductor company's stock worth $639,716,000 after purchasing an additional 877,533 shares during the last quarter. Rafferty Asset Management LLC grew its holdings in shares of ON Semiconductor by 55.0% in the second quarter. Rafferty Asset Management LLC now owns 5,837,502 shares of the semiconductor company's stock worth $305,943,000 after purchasing an additional 2,072,125 shares during the last quarter. Two Sigma Investments LP grew its holdings in shares of ON Semiconductor by 636.1% in the third quarter. Two Sigma Investments LP now owns 3,749,751 shares of the semiconductor company's stock worth $184,900,000 after purchasing an additional 3,240,375 shares during the last quarter. Voloridge Investment Management LLC grew its holdings in shares of ON Semiconductor by 53.3% in the third quarter. Voloridge Investment Management LLC now owns 3,331,427 shares of the semiconductor company's stock worth $164,273,000 after purchasing an additional 1,157,962 shares during the last quarter. Finally, Legal & General Group Plc grew its holdings in shares of ON Semiconductor by 3.0% in the third quarter. Legal & General Group Plc now owns 2,836,802 shares of the semiconductor company's stock worth $139,883,000 after purchasing an additional 83,107 shares during the last quarter. 97.70% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of equities research analysts recently issued reports on the stock. Craig Hallum reaffirmed a "hold" rating on shares of ON Semiconductor in a research note on Tuesday, February 10th. JPMorgan Chase & Co. boosted their price objective on shares of ON Semiconductor from $56.00 to $70.00 and gave the company a "neutral" rating in a research report on Tuesday, February 10th. Evercore reiterated an "outperform" rating on shares of ON Semiconductor in a research report on Wednesday, January 7th. Stifel Nicolaus boosted their price objective on shares of ON Semiconductor from $50.00 to $60.00 and gave the company a "hold" rating in a research report on Friday, January 16th. Finally, Piper Sandler boosted their price objective on shares of ON Semiconductor from $65.00 to $75.00 and gave the company an "overweight" rating in a research report on Tuesday, February 10th. Fourteen equities research analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of "Hold" and an average price target of $67.15.

Trending Headlines about ON Semiconductor

Here are the key news stories impacting ON Semiconductor this week:

• Positive Sentiment: B. Riley upgraded ON to Buy and raised its price target sharply, which helped trigger renewed buying and pushed shares to fresh multi‑year highs. ON Semiconductor (ON) Stock Soars to 52-Week Peak After Major Analyst Upgrade
• Positive Sentiment: A Boston Trust Walden 13F filing shows the fund added 871,786 ON shares for the quarter — a sizable institutional buy that signals professional buyers are increasing exposure. Fund Update: 871,786 ON SEMICONDUCTOR (ON) shares added to Boston Trust Walden Corp portfolio
• Positive Sentiment: Broader semiconductor momentum and recent analyst bullishness have driven short‑term positioning ahead of ON’s upcoming Q1 report, adding technical fuel to the rally. onsemi surges 10% as analysts turn more bullish and traders position ahead of May earnings
• Neutral Sentiment: Upcoming earnings (company scheduled to report in early May) are a near‑term catalyst — that concentrates both upside (beat/raise) and event risk (miss/guide down). Market moves reflect positioning into that event rather than new fundamental proof yet. These Chip Stocks Power Sector's Latest Advance
• Negative Sentiment: Insiders have been net sellers recently (multiple filings show executive sales), which can be perceived negatively by the market — worth monitoring for follow‑through. onsemi surges 10% as analysts turn more bullish and traders position ahead of May earnings
• Negative Sentiment: Several commentaries flag that the stock’s rapid, multi‑week run looks parabolic and could attract profit‑taking or a sharp pullback; ON’s trailing valuation is rich (background P/E ~289), so a weak print or cautious guidance could reverse gains quickly. ON Semiconductor: Chip Stocks' Parabolic Rise Draws Concerns
• Negative Sentiment: Prominent commentators (e.g., Jim Cramer) have voiced skepticism about the sustainability of the rally — cautionary views that can amplify volatility if sentiment shifts. Jim Cramer on ON Semiconductor: “Bit of a Mystery to Me”

ON Semiconductor Company Profile

ON Semiconductor, which operates under the onsemi brand, is a global supplier of semiconductor components and related solutions. The company designs, manufactures and sells a broad portfolio that includes power and analog devices, discrete components, sensors and custom mixed-signal products. Its offerings are used to manage, convert and sense electrical power and signals across a wide range of electronic systems.

ON Semiconductor serves customers in key end markets such as automotive, industrial, cloud power and communications, as well as consumer and computing applications.

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