ON
ON Semiconductor Corporation · Technology · Semiconductors
TECHBuyZACKSHold
R500#4 today
$84.89
+6.01% today · +9.96% 1W
Oct 2 close or latest
PreviewWhy it's moving
Outperforming without a clear catalyst yet
- ON +6.01% on the last session vs SPY +0.74%: +5.3 pts of stock-specific move.
- Aftermath, crossed above 200-day avg (Oct 2): After its 12 crosses above the 200-day average in the past 5 years, ON typically lost 1.4% over the next day (median) and was higher only 25% of the time; half the outcomes fell between -2.4% and -0.0%. An ordinary day: +0.1%. Among S&P 500 stocks after crosses above the 200-day average, that ranks #485 of 497.
- Market backdrop (Fri): Average Hourly Earnings m/m 0.1% vs 0.3% expected (cooler); Non-Farm Employment Change 29K vs 89K expected (weaker); S&P futures +0.41%, 10-year yield -5bp in the 30 minutes after.
Assembled from Wallsti's own signals.
Next report
Nov 2
In 29 days
estimated date
EPS estimate
$0.88
$0.84 to $0.92 · 28 analysts
Revenue estimate
$1.7B
$1.7B to $1.7B
Track record
6/8 beats
last 8 reports · moved ±4.9% on average
Reports
| Reported | Quarter | EPS est. | EPS | EPS surprise | Revenue | Reaction | Gap | 5 days |
|---|---|---|---|---|---|---|---|---|
| Aug 3, 2026 AMC | 2Q2026 | $0.72 | $0.74 | +$0.02 (+3.5%) beat | $1.6B | +0.5% -1.3 vs SPY | +5.0% | -0.8% |
| May 4, 2026 AMC | 1Q2026 | $0.62 | $0.64 | +$0.02 (+4.1%) beat | $1.5B | +0.6% -0.2 vs SPY | -4.3% | +5.1% |
| Feb 9, 2026 AMC | 4Q2025 | $0.62 | $0.64 | +$0.02 (+2.5%) beat | $1.5B | +3.5% +3.8 vs SPY | -0.6% | +10.5% |
| Nov 3, 2025 BMO | 3Q2025 | $0.59 | $0.63 | +$0.04 (+6.6%) beat | $1.6B | +0.8% +0.6 vs SPY | -1.1% | -4.5% |
| Aug 4, 2025 BMO | $0.53 | $0.53 | $0.00 (0.0%) in line | — | -15.6% -17.1 vs SPY | -5.0% | -16.1% | |
| May 5, 2025 BMO | $0.50 | $0.55 | +$0.05 (+10.0%) beat | — | -8.3% -7.8 vs SPY | -3.3% | -2.2% | |
| Feb 10, 2025 BMO | $0.97 | $0.95 | −$0.02 (−2.1%) miss | — | -8.2% -8.9 vs SPY | -0.6% | +1.1% | |
| Oct 28, 2024 BMO | $0.97 | $0.99 | +$0.02 (+2.1%) beat | — | +1.4% +1.1 vs SPY | -5.5% | -0.4% | |
| Jul 29, 2024 BMO | $0.92 | $0.96 | +$0.04 (+4.3%) beat | — | +11.5% +11.5 vs SPY | +8.2% | -3.2% | |
| Apr 29, 2024 BMO | $1.05 | $1.08 | +$0.03 (+2.9%) beat | — | +4.1% +3.7 vs SPY | -0.1% | +3.4% | |
| Feb 5, 2024 BMO | $1.20 | $1.25 | +$0.05 (+4.2%) beat | — | +9.5% +9.9 vs SPY | +6.7% | +14.1% | |
| Oct 30, 2023 BMO | $1.34 | $1.39 | +$0.05 (+3.7%) beat | — | -21.8% -23.0 vs SPY | -12.2% | -18.3% | |
| Jul 31, 2023 BMO | $1.21 | $1.33 | +$0.12 (+9.9%) beat | — | +2.5% +2.3 vs SPY | +4.4% | -2.6% | |
| May 1, 2023 BMO | $1.08 | $1.19 | +$0.11 (+10.2%) beat | — | +8.8% +8.9 vs SPY | +4.1% | +12.9% | |
| Feb 6, 2023 BMO | $1.26 | $1.32 | +$0.06 (+4.8%) beat | — | -0.6% 0.0 vs SPY | -3.9% | +3.6% | |
| Oct 31, 2022 — | $1.31 | $1.45 | +$0.14 (+10.7%) beat | — | -9.0% -8.2 vs SPY | -2.3% | -6.4% | |
| Aug 1, 2022 BMO | $1.26 | $1.34 | +$0.08 (+6.3%) beat | — | -4.7% -4.4 vs SPY | -3.8% | +1.3% | |
| May 2, 2022 BMO | $1.05 | $1.22 | +$0.17 (+16.2%) beat | — | +6.7% +6.1 vs SPY | +3.4% | +5.8% | |
| Feb 7, 2022 BMO | $0.94 | $1.09 | +$0.15 (+16.0%) beat | — | +8.4% +8.8 vs SPY | +4.3% | +2.7% | |
| Nov 1, 2021 BMO | $0.74 | $0.87 | +$0.13 (+17.6%) beat | — | +14.4% +14.2 vs SPY | +11.8% | +23.0% | |
| Aug 2, 2021 BMO | $0.49 | $0.63 | +$0.14 (+28.6%) beat | — | — | — | — | |
| May 3, 2021 BMO | $0.34 | $0.35 | +$0.01 (+2.9%) beat | — | — | — | — | |
| Feb 1, 2021 BMO | $0.28 | $0.35 | +$0.07 (+25.0%) beat | — | — | — | — | |
| Oct 31, 2020 — | $0.20 | $0.27 | +$0.07 (+35.0%) beat | — | — | — | — |
BMO = before the open, AMC = after the close. Reaction: the first session that could trade on the report (the same day for BMO, the next session for AMC) against the close before it; "vs SPY" subtracts the S&P 500 over the same session. EPS surprise is in dollars, with the percentage only when the estimate is at least $0.10 (near zero, a small beat would show as hundreds of percent). Revenue surprise needs the estimate from before the report, so it starts with the reports Wallsti saw coming.
Analyst estimates
| Period | EPS | Range | vs year ago | 90-day trend | Revisions 30d | Revenue | vs year ago |
|---|---|---|---|---|---|---|---|
| Current quarter · Sep 30, 2026 | $0.88 (28) | $0.84 – $0.92 | +39% | +5.2% | ▲21 ▼3 | $1.7B | +10% |
| Next quarter · Dec 31, 2026 | $0.96 (28) | $0.85 – $1.04 | +49% | +4.5% | ▲21 ▼1 | $1.7B | +14% |
| Current year · Dec 31, 2026 | $3.20 (31) | $3.08 – $3.33 | +36% | +3.3% | ▲1 ▼2 | $6.6B | +9% |
| Next year · Dec 31, 2027 | $4.53 (31) | $3.98 – $5.40 | +41% | +5.0% | ▲3 ▼1 | $7.4B | +13% |
Consensus as of Oct 4, 2026. Source: Yahoo Finance analyst estimates; schedule and timing also from Nasdaq's earnings calendar.