SCOTTSDALE, Ariz., Feb. 24, 2026 (GLOBE NEWSWIRE) -- onsemi (the “Company”) (Nasdaq: ON) today announced it will host its Financial Analyst Day on September 16, 2026 in New York City, NY. The event will feature presentations from onsemi’s executive leadership team to provide updates on the company strategy, strategic growth initiatives, latest innovations, and its long-term financial plan. Attendance for this event is by invitation only. Invitations and additional information will be sent out at a later dat ...

Core Viewpoint - ON Semiconductor is positioned as an attractive investment due to recovering end markets, strong valuation, and growth in AI data center sales [1] Group 1: Company Performance - ON Semiconductor's shares have increased by 53% since being highlighted for 2026 and 31% year-to-date, indicating strong market interest [1] - The company has passed an inflection point, with sequential growth in automotive and industrial sales over the last two quarters, and industrial revenue returning to year-over-year growth [4][7] - Management's guidance for Q1 2026 projects revenue between $1.435 billion and $1.535 billion, marking the first expected year-over-year growth since the downturn began over three years ago [5] Group 2: Product Focus and Market Position - The company specializes in power and sensing chips, focusing on silicon carbide (SiC) and gallium nitride (GaN) chips, where it holds a leadership position [2] - SiC chips are ideal for electric vehicles, renewable energy, EV chargers, and industrial motors, while GaN chips are suited for AI data centers, EVs, and aerospace applications [2] Group 3: Financial Metrics and Valuation - In 2025, ON Semiconductor generated $1.4 billion in free cash flow, approximately 4.9% of its current market cap, with projections indicating at least 25% of revenue will convert to free cash flow in 2026 [8] - The stock trades at a forward price-to-free cash flow multiple of 18.1, considered low for a growth stock, indicating potential for further appreciation [8] - The company has initiated a three-year $6 billion share-repurchase program, enhancing shareholder value [8] Group 4: Market Opportunities and Risks - The company faces risks related to its exposure to Chinese EVs but has growth opportunities in AI data centers, which contributed $250 million to its $6 billion revenue in 2025 [9] - There are signs of improvement in the industrial sector and stabilization in EV spending, supporting the company's growth outlook [9]

Investment Rating - The report assigns a neutral investment rating for the company, indicating expectations of performance within a range of -10% to 10% relative to the benchmark index over the next six months [60]. Core Insights - The company reported Q4 2025 revenue of $1.53 billion, a year-over-year decrease of 11.16% and a quarter-over-quarter decrease of 1.34%, aligning with seasonal trends and previous guidance [2][10]. - Non-GAAP gross margin for Q4 was 38.2%, down 7.1 percentage points year-over-year but up 0.2 percentage points quarter-over-quarter, consistent with prior guidance [2][10]. - The company expects Q1 2026 revenue to be between $1.44 billion and $1.54 billion, with a gross margin forecast of 37.5% to 39.5% [3][23]. Financial Performance Overview - For the full year 2025, the company achieved revenue of $6.0 billion, reflecting a year-over-year decline of 15.35%, with a Non-GAAP gross margin of 38.4% [8]. - Q4 inventory levels decreased to 192 days, with strategic inventory at 76 days and base inventory at 117 days, indicating a healthy inventory status [13][14]. Business Segment Performance - Power Solutions Group (PSG) reported Q4 revenue of $724 million, down 11% year-over-year and 2% quarter-over-quarter [2]. - Analog and Mixed Signal Group (AMG) generated Q4 revenue of $556 million, down 9% year-over-year and 5% quarter-over-quarter [2]. - Intelligent Sensing Group (ISG) saw Q4 revenue of $250 million, a 17% year-over-year decline but a 9% quarter-over-quarter increase [2]. Strategic and Operational Developments - The company is advancing its Fab-Liter strategy, with wafer fab capacity reduced by 12% in 2025 and a utilization rate of 68% in Q4 [12][3]. - The Treo platform has doubled its sampling numbers year-over-year, with design channels exceeding $1 billion across various applications [3]. - The company plans to launch over 30 new GaN devices in 2026, enhancing its wide bandgap strategy [4][12]. AI Data Center Growth - AI data centers have become a core growth engine, contributing over $250 million in revenue for the year and expected to continue growing significantly [4][17]. - The company has achieved a 99.5% efficiency in SiC MOSFET hybrid modules, securing design wins in key platforms [4][21].

Core Viewpoint - ON Semiconductor Corporation is experiencing a recovery in its performance metrics since the low point in FQ1'25, leading to a reiteration of a Buy rating due to strong growth prospects [1] Group 1: Company Performance - The company has shown ongoing recovery in its performance metrics since the trough in FQ1'25 [1] - Robust growth prospects are anticipated for ON Semiconductor, contributing to positive investor sentiment [1] Group 2: Analyst Insights - The analysis aims to provide unique insights and knowledge to investors, contrasting with other portfolios [1]

Group 1 - ON Semiconductor Corporation (Onsemi) reported Q4 '25 results with adjusted EPS of $0.64 per share and sales of $1.53 billion, slightly missing top-line expectations of $1.54 billion [2] - The company is part of the technology sector and is analyzed by Tech Stock Pros, a team of former technology sector engineers providing institutional-level company research [2] Group 2 - Tech Contrarians, an investing group, has achieved a realized return of 65.8% on closed positions since inception, offering insights into high-focus stocks and portfolio consultations [1]

Group 1 - ON Semiconductor Corporation (Onsemi) reported Q4 '25 results with adjusted EPS of $0.64 per share and sales of $1.53 billion, slightly missing top-line expectations of $1.54 billion [2] - The company is part of the technology sector and is analyzed by a team of former technology sector engineers who provide institutional-level company research to individual investors [2] Group 2 - Tech Contrarians, an investing group, offers exclusive insights into high-focus stocks, curated watchlists, and one-on-one portfolio consultations [1] - The group emphasizes live portfolio tracking and earnings updates on over 50 companies, aiming to simplify investing in the technology sector [1]

Core Insights - onsemi (ON) reported Q4 2025 non-GAAP earnings of 64 cents per share, exceeding Zacks Consensus Estimate by 3.23% but down 32.6% year over year [1] - Revenues of $1.53 billion fell short of Zacks Consensus Estimate by 0.19% and decreased 11.2% year over year [1] - ON shares declined by 4.92% at the time of reporting [1] Q4 Performance Details - Power Solutions Group revenues were $724.2 million, contributing 47.3% to total revenues, down 10.5% year over year [2] - Analog & Mixed Group revenues were $556.3 million, accounting for 36.4% of revenues, down 8.9% year over year [2] - Intelligent Sensing Group revenues were $249.6 million, making up 16.3% of revenues, down 17.5% year over year [2] Financial Metrics - Non-GAAP gross margin was 38.2%, compared to 45.3% in the same quarter last year [3] - Non-GAAP operating expenses decreased by 12.2% year over year to $282 million, representing a 20 basis points decrease as a percentage of revenues [3] - Non-GAAP operating margin was 19.8%, down from 26.7% in the year-ago quarter [3] Balance Sheet & Cash Flow - As of December 31, 2025, cash and cash equivalents were $2.55 billion, down from $2.87 billion as of October 3, 2025 [4] - Long-term debt was $2.98 billion, a decrease of 11.1% sequentially [4] - Q4 2025 cash flow from operations was $554.5 million, up from $418.7 million in the previous quarter [4] - Free cash flow was $485.4 million, compared to $372.4 million in the previous quarter [4] Q1 Guidance - For Q1 2026, onsemi expects revenues between $1.44 billion and $1.54 billion [5] - Non-GAAP gross margin is projected to be in the range of 37.5-39.5% [5] - Non-GAAP operating expenses are expected to be between $285 million and $300 million [5] - Non-GAAP earnings are anticipated to be between 56 cents and 66 cents per share [5] Market Position - ON currently holds a Zacks Rank 3 (Hold) [6] - Competitors such as Analog Devices (ADI), Applied Materials (AMAT), and MKS (MKSI) are noted as better-ranked stocks in the broader Zacks Computer and Technology sector [8][9]

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company operates with a team of experienced and qualified news journalists across key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content delivered by the team includes insights across various sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Utilization - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company employs automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans to maintain best practices in content production and search engine optimization [5]

分组1: Company Earnings - Spotify Technology SA reported fourth-quarter revenue growth of 13% year-on-year on a constant-currency basis, exceeding earnings expectations despite mixed revenue comparisons [1] - Marriott International Inc posted fourth-quarter revenue of $6.69 billion, slightly beating estimates, although adjusted EPS came in just below consensus [1] - The Coca-Cola Company experienced a 2.8% decline in shares after reporting its first quarterly revenue miss in five years, despite adjusted EPS of $0.58 beating forecasts [2] - Ferrari reported fourth-quarter net revenue of €1.8 billion, exceeding market expectations, leading to a 9% increase in shares [2] - Datadog Inc's shares jumped 16% after reporting fourth-quarter revenue up 29% year-on-year to $953 million, with non-GAAP EPS of $0.59, both surpassing Wall Street expectations [3] - ON Semiconductor posted fourth-quarter earnings with revenue of $1.53 billion, aligning with estimates despite a decline from the previous year [2] 分组2: Market Trends and Economic Indicators - The Dow finished at 50,188, up 52 points or 0.1%, while the S&P 500 fell 23 points, or 0.3%, indicating mixed market performance [7] - Consumer spending appears to be slowing, aligning with weak consumer sentiment, as December retail sales came in flat against expectations of a 0.4% rise [11][18] - The NFIB Small Business Optimism index slipped in January, ending a two-month streak of gains, with fewer firms expecting economic improvement [13] - The US Employment Cost Index rose 0.7% in Q4, slightly below the 0.8% forecast, indicating a moderating labor market [18][19] - Investors are focusing on upcoming economic reports, including the January jobs report, which is expected to provide clarity on labor market conditions [6][24]

On Semiconductor Corp. (NASDAQ:ON) posted mixed fourth-quarter earnings on Monday. On Semi reported quarterly earnings of 64 cents per share, which beat the Street estimate of 62 cents, according to data from Benzinga Pro. Quarterly revenue of $1.53 billion missed the consensus estimate of $1.536 billion and was down from $1.72 billion from the same period last year."We remained disciplined in our execution and met expectations in the fourth quarter as we saw increasing signs of stabilization in our key mar ...