ON Semi Stock Rallying Into Earnings – Bulls Eyeing Breakout
ON Semiconductor reports fiscal Q4 2025 results today after market close. The stock has rallied 38.6% over the past 12 months, and 15% since the start of this year, sitting above the $65 level ahead of the print.
The quarter provides a view on whether the company’s automotive and industrial end-markets have stabilized following a year-long inventory digestion, and whether AI data-center power demand can offset persistent weakness in Europe and China.
Consensus sits at $1.53B revenue and $0.62 adjusted EPS, essentially matching the midpoint of management’s prior guide, which eliminates room for an easy beat and shifts investor focus to gross margin execution and forward commentary on utilization rates.
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