onsemi (ON) Projected to Post Quarterly Earnings on Monday

onsemi (NASDAQ:ON) is projected to announce its Q3 2026 results after the market closes on Monday, November 2nd. Analysts expect the company to post earnings of $0.8770 per share and revenue of $1.70 billion for the quarter. onsemi has set its Q3 2026 guidance at 0.810-0.930 EPS. Interested persons can find conference call details on the company’s upcoming Q3 2026 earnings report for the latest details on the call scheduled for Monday, November 2, 2026 at 5:00 PM ET.

onsemi (NASDAQ:ON) last issued its quarterly earnings data on Monday, August 3rd. The semiconductor company reported $0.74 earnings per share for the quarter, topping the consensus estimate of $0.72 by $0.02. onsemi had a net margin of 10.17% and a return on equity of 14.06%. The business had revenue of $1.60 billion during the quarter, compared to the consensus estimate of $1.59 billion. During the same quarter in the previous year, the firm earned $0.53 EPS. The company’s revenue was up 9.2% compared to the same quarter last year. On average, analysts expect onsemi to post $3.21 EPS for the current fiscal year and $4.50 EPS for the next fiscal year.

onsemi Trading Down 4.7%

Shares of onsemi stock opened at $71.67 on Friday. The company has a fifty day simple moving average of $74.75 and a 200-day simple moving average of $81.96. onsemi has a 12-month low of $44.56 and a 12-month high of $134.92. The company has a current ratio of 3.46, a quick ratio of 2.49 and a debt-to-equity ratio of 0.51. The stock has a market cap of $27.90 billion, a price-to-earnings ratio of 45.94, a PEG ratio of 0.62 and a beta of 2.05.

Insiders Place Their Bets

In related news, insider Sudhir Gopalswamy sold 15,578 shares of the stock in a transaction on Thursday, October 1st. The shares were sold at an average price of $80.00, for a total transaction of $1,246,240.00. Following the completion of the sale, the insider owned 158,177 shares in the company, valued at $12,654,160. This represents a 8.97% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.35% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

Several equities research analysts recently commented on ON shares. Truist Financial cut their price target on shares of onsemi from $91.00 to $75.00 and set a “hold” rating on the stock in a research note on Friday, September 18th. Stifel Nicolaus upped their price objective on shares of onsemi from $75.00 to $80.00 and gave the company a “hold” rating in a research note on Monday, October 5th. Susquehanna dropped their price objective on onsemi from $150.00 to $120.00 and set a “positive” rating on the stock in a report on Wednesday, October 21st. Needham & Company LLC reiterated a “buy” rating and set a $116.00 target price on shares of onsemi in a research report on Friday, October 2nd. Finally, Weiss Ratings raised onsemi from a “sell (d+)” rating to a “hold (c)” rating in a report on Friday, August 7th. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and sixteen have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $92.68.

More onsemi News

Here are the key news stories impacting onsemi this week:

• Positive Sentiment: Analysts expect third-quarter results to benefit from growth in AI data-center applications, improving automotive demand and increased energy-related investment. These themes could support revenue growth and strengthen the long-term outlook. Onsemi to Report Q3 Earnings: What’s in Store for the Stock?
• Positive Sentiment: Reports that onsemi is in discussions to acquire AI power-chip startup Ferric for approximately $1 billion suggest the company is seeking to expand its position in high-growth power-management and AI hardware markets. The deal could add strategic capabilities, although no transaction has been confirmed. Onsemi reportedly in talks to buy AI power-chip startup Ferric
• Neutral Sentiment: onsemi’s image sensors are being incorporated into new aerial-inspection and embedded-vision camera products, providing additional evidence of design activity in UAV and industrial applications. However, the announcements do not disclose material revenue or order commitments. Vadzo Imaging Positions Falcon-234MGS
• Negative Sentiment: Investors remain cautious because the anticipated earnings benefit from AI and other end markets may be offset by cost pressures. A roughly $1 billion acquisition, if completed, could also raise execution, integration and capital-allocation risks. Onsemi to Report Q3 Earnings: What’s in Store for the Stock?

About onsemi

onsemi is engaged in disruptive innovations and also a supplier of power and analog semiconductors. The firm offers vehicle electrification and safety, sustainable energy grids, industrial automation, and 5G and cloud infrastructure, with a focus on automotive and industrial end-markets. It operates through the following segments: Power Solutions Group, Advanced Solutions Group, and Intelligent Sensing Group. The Power Solutions Group segment offers discrete, module, and semiconductor products that perform multiple application functions, including power switching, power conversion, signal conditioning, circuit protection, signal amplification, and voltage reference functions.