ON Semiconductor reports Q4 2026 earnings with lower EPS and revenue, stock at $65.20 post $6B buyback, analysts neutral.

ON Semiconductor reports Q4 2026 earnings after market close on Feb. 9, 2026, with expectations of $0.62 EPS and $1.54B in revenue, down from last year’s $0.95 EPS and $1.72B. The company’s $6B share repurchase program boosted its stock to $65.20. Analysts maintain neutral or hold ratings, with price targets ranging from $58 to $66, citing accuracy rates of 81%–83%. Technical indicators show strong momentum but mixed signals on valuation and quality.