ON Earnings
Monday, May 04 2026
EPS Estimate
$0.61
$0.59 – $0.66
Revenue Estimate
$1.5B
Current Price
$83.01
Our Position
bullishLate Contraction Masks Bullish SiC/GaN Inflection
structured data
est. revisions stable
(-0.4pp / 30d)
ON is positioned for a structural earnings inflection as the market rotates toward wide-bandgap semiconductors for EV powertrains and industrial electrification. If SiC and GaN adoption accelerates through 2026, Onsemi's margin profile could expand materially — this is a high-stakes bet on industrial semiconductor demand, not a near-term recovery play.
Watch: Watch for Q1 2026 revenue and gross margin guidance — the first real test of whether the product mix shift and new offerings are gaining traction with OEMs. Without clear sequential improvement or customer wins in SiC/GaN, the "affirmed bullish outlook" risks looking like analyst hope rather than hard demand signals.
Data Signal Summary
2 bullish
2 bearish
Insider selling cluster
Put/call 0.2 (bullish skew)
Analysts: bullish
Price downtrend
Key Context
Analyst Consensus
bullish
Insider Activity
selling
Price Trend
downtrend
From 52w High
0.0%
P/E Ratio
249.8
Est. Revisions (30d)
+0.0% 15up/9dn
Analyst Target (mean)
$69 $56–$85 -17%
Options P/C Ratio
0.16
Est. Dispersion
11% 30 analysts
Insider Cluster
strong sell
Fund Convergence
strong Two Sigma, Citadel, D.E. Shaw, Renaissance, Bridgewater
Recent Activity
insider trades
61 transactions
Award
·
MASCARENAS PAUL ANTHONY (Director)
·168 shares
·$10,448
Sell
·
GOPALSWAMY SUDHIR (Officer)
·6,114 shares
·$358,708
Award
·
GOPALSWAMY SUDHIR (Officer)
·31,834 shares
Award
·
KEETON SIMON (Officer)
·26,046 shares
Award
·
EL KHOURY HASSANE (Chief Executive Officer)
·75,315 shares
56 more
Award
·
THAD TRENT
·36,175 shr
Sell
·
KEETON SIMON
·48,860 shr
·$3,505,699
Sell
·
EL KHOURY HASSANE
·20,000 shr
·$1,460,414
Sell
·
THAD TRENT
·60,000 shr
·$4,272,975
Other
·
KIDDOO BRUCE E
·3,570 shr
Award
·
GOPALSWAMY SUDHIR
·27,508 shr
Award
·
KEETON SIMON
·29,147 shr
Award
·
EL KHOURY HASSANE
·112,772 shr
Award
·
THAD TRENT
·38,862 shr
Award
·
MASCARENAS PAUL ANTHONY
·189 shr
·$10,435
Sell
·
KEETON SIMON
·21,000 shr
·$1,170,059
Sell
·
THAD TRENT
·20,000 shr
·$1,100,972
Award
·
MASCARENAS PAUL ANTHONY
·212 shr
·$10,445
Sell
·
EL KHOURY HASSANE
·15,000 shr
·$768,260
Award
·
MASCARENAS PAUL ANTHONY
·185 shr
·$10,471
Sell
·
CAMPBELL ALAN
·5,371 shr
·$274,780
Award
·
YAN CHRISTINE YINGLI
·5,054 shr
Award
·
MASCARENAS PAUL ANTHONY
·5,054 shr
Award
·
CARTER SUSAN K
·5,054 shr
Award
·
KIDDOO BRUCE E
·5,054 shr
Award
·
WATERS GREGORY L
·5,054 shr
Award
·
CAMPBELL ALAN
·5,054 shr
Award
·
DEITRICH THOMAS
·5,054 shr
Award
·
MASCARENAS PAUL ANTHONY
·310 shr
·$10,447
Sell
·
CAMPBELL ALAN
·10,000 shr
·$432,257
Award
·
GOPALSWAMY SUDHIR
·33,303 shr
Award
·
KEETON SIMON
·33,303 shr
Award
·
EL KHOURY HASSANE
·92,970 shr
Award
·
THAD TRENT
·44,404 shr
Award
·
GOPALSWAMY SUDHIR
·37,072 shr
Award
·
KEETON SIMON
·42,868 shr
Award
·
EL KHOURY HASSANE
·173,721 shr
Award
·
THAD TRENT
·61,590 shr
Award
·
MASCARENAS PAUL ANTHONY
·160 shr
·$10,480
Sell
·
GOPALSWAMY SUDHIR
·21,082 shr
·$1,426,041
Sell
·
KEETON SIMON
·28,000 shr
·$1,919,789
Sell
·
EL KHOURY HASSANE
·1,500 shr
·$105,000
Sell
·
EL KHOURY HASSANE
·1,500 shr
·$106,500
Sell
·
EL KHOURY HASSANE
·1,500 shr
·$109,065
Award
·
MASCARENAS PAUL ANTHONY
·141 shr
·$10,489
Sell
·
EL KHOURY HASSANE
·1,500 shr
·$106,200
Sell
·
KEETON SIMON
·30,939 shr
·$2,411,345
Award
·
MASCARENAS PAUL ANTHONY
·140 shr
·$9,597
Other
·
KIDDOO BRUCE E
·800 shr
Sell
·
THAD TRENT
·38,000 shr
·$2,756,938
Award
·
LAMPE-ONNERUD CHRISTINA
·3,083 shr
Award
·
ABE ATSUSHI
·3,083 shr
Award
·
YAN CHRISTINE YINGLI
·3,083 shr
Award
·
MASCARENAS PAUL ANTHONY
·3,083 shr
Sell
·
MASCARENAS PAUL ANTHONY
·911 shr
·$67,833
Award
·
CARTER SUSAN K
·3,083 shr
Award
·
KIDDOO BRUCE E
·3,083 shr
Award
·
WATERS GREGORY L
·3,083 shr
Award
·
CAMPBELL ALAN
·3,083 shr
Award
·
DEITRICH THOMAS
·3,083 shr
Award
·
GOPALSWAMY SUDHIR
·22,889 shr
analyst ratings
1 rating
B of A Securities
·up
→Buy
6d ago
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