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Sales rose 17.2% to a record CHF 931.4 million, but excluding a CHF 52.6 million refund, gross margin dropped nearly six points.
Fourth-generation silicon carbide platform based on a trench architecture reduces losses while enabling more compact power systems across AI, EV and energy applications onsemi's EliteSiC M4 Pushes Power Density Higher as Energy Demands Grow onsemi introduced EliteSiC™ M4, its fourth-generation silicon carbide platform built on a trench architecture, delivering up to 30% higher power density and 35% lower losses compared with the previous generation. By advancing conduction and switching performa
A Czech factory was supposed to anchor onsemi's electric vehicle future, backed by hundreds of millions in state aid. Now the plan is dead, and cheap imports and a pivot toward AI explain why the money is heading elsewhere.
ON Semiconductor is a buy as the data center/industrial capex tailwinds drive AI-driven growth and monetization opportunities. Read why ON stock is a buy.
Key TakeawaysNavitas Semiconductor jumped 8% today after onsemi said its AI data center revenue grew 175% from a year earlier. onsemi’s $600 million deal for Ferric puts a much bigger rival in the race Navitas is running.
The chipmaker is prioritizing AI and industrial customers, temporarily delaying some automakers’ inventory orders.
Needham analyst N. Quinn Bolton reiterates ON Semiconductor (NASDAQ:ON) with a Buy and maintains $116 price target.
ON Semiconductor beats Q3 estimates, buys Ferric for $600M to boost AI power delivery, and raises its long-term AI data center target.
Rosenblatt analyst Kevin Cassidy maintains ON Semiconductor (NASDAQ:ON) with a Neutral and lowers the price target from $85 to $80.
ON Semiconductor's Q3'26 earnings and revenues beat estimates as AI data center growth surges, industrial demand strengthens and margins expand.
ON Semiconductor (ON) just posted third quarter 2026 results that beat Wall Street forecasts, reporting US$1.72 billion in revenue and US$313.9 million in profit, and issued higher guidance for the next quarter. ON Semiconductor shares have come under pressure recently, with the 30 day share price return down 17.41% and the 90 day share price return down 13.21%, even as the year to date share price return is still up 23.65% and the 1 year total shareholder return sits at 38.94%. This...
Onsemi (NASDAQ:ON) forecasted fourth-quarter adjusted earnings above analyst expectations after beating third-quarter profit and revenue estimates. The company expects adjusted earnings of $0.95 to $1.07 a share, putting the $1.01 midpoint above the $0.88 consensus estimate. Its revenue...
ON Semiconductor has delivered a strong 38.9% gain over the past year, even as recent weeks have been choppy. That puts a spotlight on whether the current share price lines up with the cash the business is expected to generate. With investors focused on AI related demand and acquisitions, the question now is how much of that story is already reflected in the stock. That 38.9% one year return means anyone buying today is paying materially more than a year ago. The key issue is whether the...
Investing.com -- ON Semiconductor (ON) beat on both lines in Q3 FY2026 (reported Nov 2, 2026), yet the stock fell 2.18% to $70.11 and slipped further after hours. It is now rebounding: $72.92, +4.01% as of Nov 3, 12:49 PM EST. The pattern is familiar. The company has beaten EPS four quarters running, with surprises of 3–5%. The price reaction has been muted or negative in three of those four.
The company has big aspirations for growing its artificial intelligence business.