ON Semiconductor (NASDAQ:ON) will release its quarterly earnings report on Monday, 2026-02-09. Here’s a brief overview for investors ahead of the announcement.
Analysts anticipate ON Semiconductor to report an earnings per share (EPS) of $0.62.
ON Semiconductor bulls will hope to hear the company announce they’ve not only beaten that estimate, but also to provide positive guidance, or forecasted growth, for the next quarter.
New investors should note that it is sometimes not an earnings beat or miss that most affects the price of a stock, but the guidance (or forecast).
Earnings History Snapshot
During the last quarter, the company reported an EPS beat by $0.04, leading to a 4.32% drop in the share price on the subsequent day.
Here’s a look at ON Semiconductor’s past performance and the resulting price change:
| Quarter | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 |
|---|---|---|---|---|
| EPS Estimate | 0.59 | 0.54 | 0.50 | 0.97 |
| EPS Actual | 0.63 | 0.53 | 0.55 | 0.95 |
| Price Change % | -4.00 | -2.00 | 0.00 | 2.00 |
ON Semiconductor Share Price Analysis
Shares of ON Semiconductor were trading at $63.1 as of February 05. Over the last 52-week period, shares are up 34.14%. Given that these returns are generally positive, long-term shareholders are likely bullish going into this earnings release.
Analysts’ Take on ON Semiconductor
Understanding market sentiments and expectations within the industry is crucial for investors. This analysis delves into the latest insights on ON Semiconductor.
With 8 analyst ratings, ON Semiconductor has a consensus rating of Neutral. The average one-year price target is $62.12, indicating a potential 0.1% upside.
Comparing Ratings Among Industry Peers
In this analysis, we delve into the analyst ratings and average 1-year price targets of First Solar, Astera Labs and GLOBALFOUNDRIES, three key industry players, offering insights into their relative performance expectations and market positioning.
- Analysts currently favor an Buy trajectory for First Solar, with an average 1-year price target of $282.0, suggesting a potential 354.4% upside.
- Analysts currently favor an Outperform trajectory for Astera Labs, with an average 1-year price target of $205.0, suggesting a potential 230.33% upside.
- Analysts currently favor an Neutral trajectory for GLOBALFOUNDRIES, with an average 1-year price target of $39.43, suggesting a potential 36.46% downside.
Comprehensive Peer Analysis Summary
The peer analysis summary outlines pivotal metrics for First Solar, Astera Labs and GLOBALFOUNDRIES, demonstrating their respective standings within the industry and offering valuable insights into their market positions and comparative performance.
| Company | Consensus | Revenue Growth | Gross Profit | Return on Equity |
|---|---|---|---|---|
| ON Semiconductor | Neutral | -11.98% | $587.20M | 3.22% |
| First Solar | Buy | 79.67% | $610.75M | 5.19% |
| Astera Labs | Outperform | 103.89% | $175.81M | 7.57% |
| GLOBALFOUNDRIES | Neutral | -2.93% | $419M | 2.14% |
Key Takeaway:
ON Semiconductor is positioned in the middle among its peers for Consensus rating. It ranks at the bottom for Revenue Growth. In terms of Gross Profit, ON Semiconductor is at the top among its peers. For Return on Equity, ON Semiconductor is positioned in the middle compared to its peers.
All You Need to Know About ON Semiconductor
Onsemi is a supplier of power semiconductors and sensors focused on the automotive and industrial markets. Onsemi is the second-largest power chipmaker in the world and the largest supplier of image sensors to the automotive market. While the firm used to be highly vertically integrated, it now pursues a hybrid manufacturing strategy for flexible capacity. Onsemi is pivoting to focus on emerging applications like electric vehicles, autonomous vehicles, industrial automation, and renewable energy.
ON Semiconductor’s Financial Performance
Market Capitalization Analysis: Below industry benchmarks, the company’s market capitalization reflects a smaller scale relative to peers. This could be attributed to factors such as growth expectations or operational capacity.
Negative Revenue Trend: Examining ON Semiconductor’s financials over 3 months reveals challenges. As of 30 September, 2025, the company experienced a decline of approximately -11.98% in revenue growth, reflecting a decrease in top-line earnings. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Information Technology sector.
Net Margin: ON Semiconductor’s net margin lags behind industry averages, suggesting challenges in maintaining strong profitability. With a net margin of 16.44%, the company may face hurdles in effective cost management.
Return on Equity (ROE): ON Semiconductor’s ROE is below industry averages, indicating potential challenges in efficiently utilizing equity capital. With an ROE of 3.22%, the company may face hurdles in achieving optimal financial returns.
Return on Assets (ROA): ON Semiconductor’s ROA is below industry averages, indicating potential challenges in efficiently utilizing assets. With an ROA of 1.95%, the company may face hurdles in achieving optimal financial returns.
Debt Management: ON Semiconductor’s debt-to-equity ratio surpasses industry norms, standing at 0.43. This suggests the company carries a substantial amount of debt, posing potential financial challenges.
To track all earnings releases for ON Semiconductor visit their earnings calendar on our site.
This article was generated by Benzinga’s automated content engine and reviewed by an editor.
