Unlocking ON Semiconductor Corp. (ON) International Revenues: Trends, Surprises, and Prospects

Examine the evolution of ON Semiconductor Corp.'s (ON) overseas revenue trends and their effects on Wall Street's forecasts and the stock's prospects.

Zacks Investment Research • 13 hours ago

ON Semiconductor: A Bargain Despite Outsized Rally - Reiterate Buy Upon Correction

The Treo platform and upcoming GaN offerings position ON Semiconductor as a key beneficiary of the multi-year electrification and cloud supercycle, supporting its profitable growth prospects. The same has been embedded in the management's sequentially improving FQ4'25 performance, the promising FQ1'26 guidance, and the reiterated long-term growth targets. ON may very well outperform the consensus forward estimates, with FY2028 potentially bringing forth a richer EPS performance of $5.70 (3Y CAGR of +34.3%).

Seeking Alpha • Feb 12, 2026

Onsemi Is Near a Breakout—And Free Cash Flow Could Fuel It

ON Semiconductor's NASDAQ: ON, which operates under the Onsemi brand, stock price action was mixed following its Q4 2025 earnings report and guidance update, but the initial sell-off proved to be a head fake. While results and guidance left some to be desired relative to consensus forecasts, they affirmed the company's return to growth, expectation for margin improvement, free cash flow growth, and capital return.

MarketBeat • Feb 11, 2026

ON Semiconductor sees drop in sales in Q4 as earnings top estimates

ON Semiconductor (NASDAQ:ON) reported better-than-expected earnings for the fourth quarter, as revenue was in line with estimates but down from the same period a year earlier. The semiconductor firm posted Q4 revenue of $1.53 billion, in line with analyst expectations.

Proactive Investors • Feb 10, 2026

ON Semiconductor Stock Hits 52-Week High Despite Revenue Miss

ON Semiconductor Corp (NASDAQ:ON) shares are up 3.3% to trade at $67.26 at last check.

Schaeffers Research • Feb 10, 2026

onsemi's Q4 Earnings Beat Estimates, Revenues Down Y/Y, Shares Drop

ON posts a Q4 EPS beat but sees revenues fall 11% Y/Y, with margins compressing as all three business segments decline.

Zacks Investment Research • Feb 10, 2026

ON Semiconductor: Better, But Far From Great

ON Semiconductor Corporation reported Q25 results on Monday after the bell. The results themselves were not impressive, missing estimates for the quarter and the outlook, but the stock is up. ON's story remains very much tied to auto, and while cyclical recovery is underway, meaningful auto-related end demand is missing. While we don't see material downside risk in the near term, we struggle to identify a catalyst.

Seeking Alpha • Feb 10, 2026

TSM's "Impossible" U.S. Supply Chain Plan, ON Earnings & Levels to Watch Today

Kevin Green is back to break down a pair of movers in the semiconductor space. Onsemi (ON) shares are looking for direction after a mixed earnings report.

PLTR Upgrade, ON Earnings & KO Mixed Report

Coca-Cola (KO) posted mixed earnings that led shares to the downside after Tuesday's opening bell. Onsemi (ON) showed similar results, but investors favored the report more and pushed the stock higher.

Chipmaker Onsemi misses quarterly revenue estimates, shares fall

Chipmaker Onsemi missed Wall Street estimates for fourth-quarter revenue on Monday, with its business segments declining as much as 17%, hurt by a persistent inventory glut.

Reuters • Feb 9, 2026