Ideal Power Inc Is Exploding In Energy Tech – But Is IPWR Stock A Sneaky 10X Or Total Trap?
Ideal Power Inc. (IPWR) is generating buzz in clean energy circles due to its B-TRAN technology, which promises more efficient power switching for EVs, renewables, and industrial systems. While early-stage and high-risk, the company's focus on intellectual property and its potential to disrupt the power electronics market make it a compelling speculative investment for those with a long-term outlook, despite strong competition from established players. Investors are advised to consider the high volatility and conduct thorough due diligence before investing.
Analog Devices stock retreats from 52-week high despite Barclays upgrade ahead of earnings
Analog Devices (NASDAQ:ADI) stock slipped 1.7% to $331.38 after peaking at $343.69, despite a Barclays upgrade to Overweight with a bumped-up price target of $375. The retreat follows a recent 3.6% jump to a new 52-week high, and investors are now focused on next week's Q1 fiscal 2026 results for insights into demand. Barclays' upgrade is based on the company's strong industrial customer base and an anticipated "PMI inflection," though high company inventories remain a concern.
Barclays upgrades Analog Devices as industrial recovery takes shape
Barclays upgraded Analog Devices (ADI) to Overweight, citing the company's strong position to benefit from an improving industrial sector and its "cleanest operating model and balance sheet." Analyst Tom O’Malley noted that while broader industrial recovery is emerging, ADI's high leverage to industrial exposure makes it the most attractive stock in the space. The bank initiated coverage on Microchip and ON Semiconductor at Equal Weight, highlighting specific challenges for each despite some growth opportunities.
Eaton Corporation stock hits all-time high at 399.71 USD
Eaton Corporation's stock has reached an all-time high of $399.71 USD, boasting a market capitalization of $154 billion. Despite indicators suggesting the stock may be overbought with a P/E ratio of 36.34, the company demonstrated robust growth with a 28.47% increase over the past year and maintained dividend payments for 55 consecutive years. This milestone follows a slight Q4 2025 EPS beat and a recent price target increase from Bernstein, though 2026 guidance was below expectations.
Borr Drilling stock hits 52-week high at 5.68 USD
Borr Drilling Ltd's stock has hit a new 52-week high of $5.68, reflecting significant investor confidence driven by a 69.7% increase over the past year and a 148.4% surge in the last six months. This surge comes despite a significant debt burden of over $2 billion, which led to a recent downgrade to a 'B' rating by S&P Global Ratings following a $360 million acquisition of five jack-up rigs from Noble Corporation. The company's earnings report is due in seven days, with analysis suggesting the stock is currently slightly undervalued.
Earnings call transcript: Radware Q4 2025 sees EPS beat, stock rises
Radware (RDWR) reported strong Q4 2025 results, exceeding EPS and revenue forecasts, which led to a 4.79% stock increase in pre-market trading. The company's growth is attributed to strategic investments in cloud and AI security, with significant year-over-year increases in revenue, EPS, and Cloud ARR. Radware also provided optimistic guidance for Q1 2026, driven by robust demand and strategic initiatives in emerging security markets like API and Agentic AI.
Onsemi Is Near a Breakout-And Free Cash Flow Could Fuel It
Onsemi's stock experienced mixed reactions to its Q4 2025 earnings, but the company's strong free cash flow and balance sheet positioning for accelerated buybacks are key drivers for future growth. The company is poised for a business inflection with expected revenue and earnings acceleration throughout 2026, supported by margin improvements and a firming analyst sentiment. While institutions pose a potential risk, the stock is building support for a reversal, nearing critical resistance levels.
ProShare Advisors LLC Sells 131,877 Shares of ON Semiconductor Corporation $ON
ProShare Advisors LLC reduced its stake in ON Semiconductor Corporation (NASDAQ:ON) by 18.6% in the third quarter, selling 131,877 shares and bringing its total holdings to 577,722 shares valued at $28,487,000. Other institutional investors also adjusted their positions in ON Semiconductor, with significant purchases from Norges Bank, Rafferty Asset Management LLC, and M&G PLC. The article also notes recent positive developments for ON Semiconductor, including strong financial results, a share repurchase program, and a consensus "Hold" rating from analysts.
Maintained Buy: Deutsche Bank, Needham on ON Semiconductor Corporation (ON) Feb 2026
Deutsche Bank and Needham maintained their "Buy" ratings on ON Semiconductor Corporation (ON) on February 10, 2026, and raised their respective price targets to $75 and $72. This indicates continued analyst confidence in ON's market position and future revenue potential, despite a negative short-term market reaction that day. Meyka AI also assigned ON a B+ grade, suggesting positive medium-term fundamentals.
Himax (HIMX) To Report Earnings Tomorrow: Here Is What To Expect
Himax Technologies (HIMX) is set to announce earnings results, with analysts expecting a 16% year-on-year revenue decline to $199.2 million and adjusted earnings of $0.03 per share. Despite an anticipated revenue drop, the company has consistently beaten revenue estimates over the past two years. Recent performance of peers in the analog semiconductors segment indicates mixed results, with some beating expectations and others meeting them.
JPMorgan Chase & Co. Issues Positive Forecast for ON Semiconductor (NASDAQ:ON) Stock Price
JPMorgan Chase & Co. raised its price target for ON Semiconductor (NASDAQ:ON) from $56 to $70, maintaining a "neutral" rating despite the company reporting mixed Q4 results with a slight EPS beat but an 11% revenue decline year-over-year. The semiconductor company also announced a $6.0 billion share repurchase program and record free cash flow for 2025, which may support shareholder returns amid near-term revenue and margin pressures. Analyst sentiment remains divided, leading to a MarketBeat consensus "Hold" rating with an average target of $63.23.
onsemi (ON) Stock Is Up, What You Need To Know
Shares of analog chip maker, onsemi (ON), unexpectedly rose 3.1% after its fourth-quarter earnings beat estimates despite revenue guidance falling short for the upcoming quarter. Investors focused on the better-than-expected profit and strong free cash flow margin, leading to a reversal from an initial drop. The stock's volatility is noted, having experienced 31 moves greater than 5% in the last year, and it has set a new 52-week high, being up 17.9% since the beginning of the year.
STMicroelectronics Releases USB PD Sink Controller With Hybrid Mode
STMicroelectronics has launched the STUSB4531 USB Power Delivery sink controller, designed to simplify USB-C sink designs by reducing firmware complexity. This standalone controller features a patented hybrid mode, combining hardwired USB-PD operation with optional MCU interaction, making it suitable for a wide range of USB-powered consumer, industrial, and embedded devices. It supports USB-C 2.4, USB Power Delivery 3.2, and power profiles up to 100 W, including dead-battery operation.
ON Semiconductor Corp (NASDAQ:ON) Beats Earning Expectations
ON Semiconductor Corp (NASDAQ:ON) reported mixed results for Q4 FY25, with adjusted earnings per share of 64 cents beating analyst estimates. The company showed strong growth in AI data center revenue and automotive content, and is expanding into new markets with advanced GaN technologies. They provided Q1 2026 revenue guidance between $1.44 billion and $1.54 billion, anticipating year-over-year growth.
Welltower faces earnings test after Q3 miss and $23B pivot
Welltower Inc. (WELL) is set to announce its fourth-quarter earnings, facing scrutiny after a disappointing Q3. The company's "Welltower 3.0" strategy, involving $23 billion in transactions focused on senior housing, will be a key point of interest for investors. Analysts anticipate a significant sequential improvement in earnings per share and revenue, reflecting cautious optimism about the strategic pivot.
Here are Tuesday’s top Wall Street analyst research calls: Booking Holdings, ON Semi, Palantir Technologies, Snap, Spotify, Qualcomm, Vistra Corp., and more
This article lists the top Wall Street analyst research calls published on a Tuesday, featuring companies like Booking Holdings, ON Semi, Palantir Technologies, Snap, Spotify, Qualcomm, and Vistra Corp. It serves as a concise summary of significant analyst activity for the day.
On Semiconductor stock hits 52-week high at $66.87
ON Semiconductor's stock recently achieved a 52-week high of $66.87, now trading at $67.33, reflecting a 38.39% increase over the past year and significant investor confidence. The company reported a slight earnings beat for Q4 2025, with several analysts raising their price targets, indicating cautious optimism for its future performance. These developments are supported by its "Fab right" strategy and initiatives in the semiconductor industry.
ON Semiconductor Corporation (NASDAQ:ON) Q4 2025 Earnings Call Transcript
ON Semiconductor Corporation (NASDAQ:ON) reported its Q4 2025 earnings, with EPS missing expectations ($0.4519 reported vs. $0.62 expected) but revenue meeting guidance at $1.53 billion. The company highlighted improvements in automotive and industrial markets, significant growth in AI data center revenue exceeding $250 million for 2025, and reiterated its long-term gross margin target of 53% and operating margin of 40%. Despite a challenging demand environment, ON Semiconductor demonstrated strong free cash flow and a disciplined capital allocation strategy, returning nearly 100% of free cash flow to shareholders through share repurchases.
Spotify, CVS, AppLovin, TSMC, BP, ON Semi, Credo, Upwork, and More Market Movers
Stock futures showed modest gains on Tuesday, continuing the tech-led rally that has characterized the past two trading sessions. This article highlights several companies, including Spotify, CVS, AppLovin, TSMC, BP, ON Semi, Credo, and Upwork, as key market movers. The market's upward trend appears to be sustained by a tech sector resurgence.
ON Semiconductor Stock Hits 52-Week High Despite Revenue Miss
ON Semiconductor (NASDAQ:ON) shares surged 3.3% to a 13-month high of $67.69 despite the company missing revenue expectations and facing a downgrade from Benchmark. Although revenue fell short and sales in its two largest units continued to decline, fourth-quarter adjusted earnings topped estimates. Multiple analysts raised price targets, and the stock has demonstrated strong support at the $57.50 level.
AAppLovin, TSMC, BP, ON Semi, Credo, Upwork, ZoomInfo, and More Market Movers
The article reports on market movers, including Spotify, AppLovin, TSMC, BP, ON Semi, Credo, and Upwork. Stock futures showed a modest rise on Tuesday, continuing the tech-led market rebound observed over the past two sessions. The piece highlights the upward movement of equities.
Keysight Technologies stock hits all-time high at 233.16 USD By Investing.com
Keysight Technologies (KEYS) stock reached an all-time high of $233.16 USD, reflecting strong investor confidence and market performance with a 32.49% increase over the past year. The company maintains a robust financial position and has recently unveiled new electric vehicle charging test solutions and partnerships, including collaborations with Point2 Technology for AI data centers and Airbus UpNext for 5G non-terrestrial networks. These advancements highlight Keysight's strategic initiatives and operational excellence across various technological sectors.
Kyndryl Holdings, Credo Technology Group, ON Semiconductor, AppLovin Corp And Oracle: Why These 5 Stocks Are On Investors' Radars Today
This article highlights five stocks that captured investor attention on Monday: Kyndryl Holdings, Credo Technology Group, ON Semiconductor, AppLovin Corp, and Oracle. Kyndryl Holdings saw a significant drop due to missed earnings, a trimmed outlook, and CFO departure. Credo Technology Group rallied on strong preliminary third-quarter results, while ON Semiconductor experienced a slight dip after mixed Q4 results. AppLovin Corp soared following a retraction of a damaging report, and Oracle rallied due to progress in its healthcare cloud strategy and an analyst upgrade.
ON Semiconductor Corp. (ON) Q4 earnings: How key metrics compare to Wall Street estimates
This article provides an analysis of ON Semiconductor Corp.'s (ON) Q4 earnings, comparing its key metrics against Wall Street estimates. It highlights how the company's financial performance in the last quarter stacked up against analyst expectations.
Research Alert: On Semiconductor Corp.: Q4 Results Lack Indication Of Upward Revenue Momentum
MT Newswires reports that Unity Software's Q4 revenue of $609 million beat consensus estimates, increasing 35% year-over-year. However, the company still reported a quarterly loss of 66 cents per share, and the research alert indicates a lack of upward revenue momentum for On Semiconductor Corp. This article is behind a paywall requiring login to read the full content.
ON Semiconductor Tops Q4 Earnings Expectations with Slight EPS Beat
ON Semiconductor exceeded Q4 2025 EPS estimates with $0.64, though revenue of $1.53 billion just missed forecasts. Despite the earnings beat, shares declined nearly 6% after-hours due to a Q1 2026 guidance midpoint that was slightly below consensus. The company announced a $6 billion share repurchase program and highlighted over $250 million in 2025 revenue from AI data centers.
ON Semiconductor (NASDAQ:ON) Stock Slides on Cautious Q1 Revenue Outlook
ON Semiconductor (NASDAQ:ON) reported Q4 2025 results that largely met analyst expectations, with non-GAAP EPS of $0.64 matching estimates despite an 11.2% revenue decline. However, the company's Q1 2026 revenue guidance, which fell below consensus estimates, caused its stock to slide over 4% in after-hours trading. Despite this cautious outlook, onsemi highlighted strong full-year 2025 performance including record free cash flow generation and a new $6 billion share repurchase authorization.
ON Semiconductor Corp.: Q4 Earnings Snapshot
ON Semiconductor Corp. (ON) reported strong fourth-quarter results, with net income of $181.8 million, or 45 cents per share, exceeding Wall Street expectations. Adjusted earnings were 64 cents per share, surpassing the average estimate of 62 cents per share from analysts. The company also provided a positive outlook for the upcoming fiscal first quarter, expecting per-share earnings between 56 and 66 cents and revenue between $1.44 billion and $1.54 billion.
On Semiconductor Fourth-Quarter Sales Fall on Persistent Weakness in Power, Analog Units
On Semiconductor reported a significant drop in its fourth-quarter revenue and profit due to continued weakness in its power and analog business units. The company's revenue fell 11% to $1.53 billion, while its profit decreased to $181.8 million, or 45 cents per share, compared to the previous year.
ON Semiconductor (NASDAQ:ON) Releases Earnings Results, Beats Expectations By $0.02 EPS
ON Semiconductor (NASDAQ:ON) reported Q4 earnings of $0.64 per share, surpassing analyst estimates by $0.02, though revenue of $1.53 billion slightly missed the $1.54 billion estimate. The stock traded down to $65.10 and has an elevated valuation. The company's board also authorized a $6.0 billion share buyback program, allowing for the repurchase of up to 32.7% of outstanding shares.
ON Semiconductor Corp.: Fourth Quarter Earnings Overview
ON Semiconductor Corp. announced its fourth-quarter financial results, reporting net earnings of $0.45 per share and adjusted earnings of $0.64 per share, surpassing analyst expectations. The company generated $1.53 billion in revenue, meeting forecasts. For the next quarter, ON Semiconductor projects earnings per share between $0.56 and $0.66, with revenue anticipated to range from $1.44 billion to $1.54 billion.
onsemi (NASDAQ:ON) Reports Q4 In Line With Expectations, Inventory Levels Improve
onsemi (NASDAQ:ON) reported Q4 CY2025 results that met Wall Street's revenue expectations, despite an 11.2% year-over-year sales decline to $1.53 billion. The company's non-GAAP EPS of $0.64 beat consensus estimates by 2.5%, and it saw an improvement in inventory levels with Inventory Days Outstanding decreasing. However, revenue guidance for Q1 CY2026 was slightly below analyst estimates.
Onsemi slips as Q4 revenue, Q1 revenue guidance falls short of market expectations (ON:NASDAQ)
Onsemi's stock slipped 6.5% after its fourth-quarter adjusted earnings per share of $0.64 fell short of market expectations. The provider of intelligent sensing and power solutions also issued a disappointing first-quarter outlook, contributing to the stock's decline.
ON Semiconductor slides after in-line Q4 revenue and 2026 outlook
ON Semiconductor's shares dropped 7% after reporting Q4 results with in-line revenue and outlook, despite beating profit expectations. The company posted adjusted earnings of $0.64 per share, surpassing estimates, and anticipate $0.56 to $0.66 per share for Q1 2026. Management highlighted increased stabilization in core markets and continued investment in intelligent power and sensing technologies.
ON Semi Stock Rallying Into Earnings – Bulls Eyeing Breakout
ON Semiconductor is set to report its fiscal Q4 2025 results, with the stock having rallied significantly year-to-date. Investors are keenly focused on gross margin execution and forward guidance concerning utilization rates, especially in its automotive and industrial markets, and the impact of AI data-center power demand. Although the company has a strong beat rate historically, stock reactions are typically driven more by guidance and margin commentary rather than headline EPS beats.
ON Semiconductor Likely To Report Lower Q4 Earnings; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
ON Semiconductor (NASDAQ: ON) is expected to announce lower Q4 earnings, with analysts forecasting 62 cents per share, down from 95 cents year-over-year, and revenue of $1.54 billion. Ahead of the earning call, several accurate analysts have maintained ratings and revised price targets for the company. The company also authorized a $6 billion share repurchase program in November.
On Semi price target raised to $64 from $56 at Morgan Stanley
Morgan Stanley has increased its price target for On Semi (ON) to $64 from $56, while maintaining an Equal Weight rating. The analyst anticipates conservative guidance from the company's upcoming earnings report but expects reacceleration later in the year. The report also highlights upcoming earnings events and related analyst coverage for ON.
Stock Market Today: Dow Jones Futures Drop After Friday's Record Close—STMicroelectronics, Kroger, FedEx In Focus
U.S. stock futures, including Dow Jones, S&P 500, and Nasdaq 100, are down on Monday despite a strong close in Asian markets and the Nikkei 225 breaking 57,000 points. The market awaits key economic data this week, including CPI and jobless claims, and earnings reports from major companies like Coca-Cola, McDonald's, and T-Mobile. Analysts attribute Friday's rally to cooling inflation and corporate strength, with expectations for Federal Reserve rate cuts later in the year.
ON Semiconductor Corp.: Fourth Quarter Earnings Overview
ON Semiconductor Corp. announced strong financial results for the fourth quarter, reporting $181.8 million in earnings and adjusted earnings of $0.64 per share, surpassing analyst expectations. The company also met revenue forecasts at $1.53 billion. Looking ahead, ON Semiconductor projects first-quarter earnings per share between $0.56 and $0.66, with revenue anticipated to be between $1.44 billion and $1.54 billion.
Wolfspeed (WOLF) Just Went On Sale: Smart Buy Or Silicon Valley Trap?
Wolfspeed (WOLF) stock has seen a significant decline, prompting questions about whether it's a smart buy or a value trap. The company specializes in silicon carbide chips, critical for EVs, AI, and renewable energy, but faces challenges due to heavy capital expenditure and execution risk. While it's a high-risk, high-reward investment compared to competitors like ON Semiconductor, its long-term potential hinges on the continued growth of electrification and its ability to scale manufacturing successfully.
onsemi (ON) Reports Q4: Everything You Need To Know Ahead Of Earnings
Onsemi (ON) is set to report its Q4 earnings on Monday after market close. Analysts expect a 10.9% year-over-year revenue decline to $1.54 billion and adjusted earnings of $0.62 per share. The company has a history of beating revenue estimates, and peer results from Skyworks Solutions and Power Integrations provide some insight into the analog semiconductors segment.
PBCM Sold on Semiconductor (ON) Due to Persistent Downturn in EV Demand
Pelican Bay Capital Management (PBCM) has exited its position in ON Semiconductor Corporation (NASDAQ:ON) after holding the stock for almost two years. The decision stems from a persistent downturn in Electric Vehicle (EV) demand, which PBCM believes will continue for several more years due to changes in the U.S. EV Tax Credit Regime and faltering economic growth. PBCM has revised its earnings forecast and price target for ON, noting that recent announcements from major automakers confirm a curtailment of EV production.
Board Changes And Shareholder Proposal Shape Analog Devices Governance And AI Focus
Analog Devices (NasdaqGS:ADI) is undergoing board changes with Dr. Susie Wee's planned retirement and the appointment of Dr. Yoky Matsuoka, who brings expertise in AI, robotics, and healthcare tech. Concurrently, a shareholder proposal from John Chevedden aims to alter the terms for calling special meetings, which the company recommends voting against. These developments are significant for investors, influencing how the company approaches risk oversight, capital allocation, and its strategic focus on emerging technologies like AI and automation.
Analysts Have Conflicting Sentiments on These Technology Companies: ON Semiconductor (ON), Coherent Corp (COHR) and Enphase Energy (ENPH)
Analysts from Craig-Hallum have issued new ratings on ON Semiconductor, Coherent Corp, and Enphase Energy, revealing mixed sentiments within the technology sector. ON Semiconductor received a Hold rating, Coherent Corp a Buy, and Enphase Energy also a Buy, although the overall consensus for Coherent Corp and Enphase Energy suggests a more cautious outlook with potential downside or limited upside. These reports highlight varying analyst perspectives on the future performance of these companies.
Coherent Shines at Q2 Earnings: Should Investors Buy the Stock Now?
Coherent Corp. (COHR) reported strong Q2 fiscal 2026 earnings, exceeding revenue and EPS estimates with significant growth driven by its datacenter & communications segment. The company also demonstrated improved operating margins, a deleveraged balance sheet, and a robust product portfolio, leading Zacks Investment Research to recommend a "Buy" for investors. Its stock has outperformed the industry, contrasting with competitors like Wolfspeed.
Penserra Capital Management LLC Has $27.31 Million Stock Holdings in ON Semiconductor Corporation $ON
Penserra Capital Management LLC significantly increased its stake in ON Semiconductor Corporation (NASDAQ:ON) by 47.4% in Q3, now holding 553,871 shares valued at $27.31 million. This increase in investment by Penserra and other institutional investors, along with a $6.0 billion share buyback authorization by ON Semiconductor's board, suggests management believes the stock is undervalued despite a recent revenue decline. Analysts currently have an average "Hold" rating for the stock with a price target of $61.30.
Looking Into ON Semiconductor Corp's Recent Short Interest
Recent data shows that ON Semiconductor Corp's (NYSE: ON) short interest as a percentage of float has decreased by 13.53%. Despite this decline, the company still has more short interest than the average of its peers, which stands at 4.76%. Short interest is a key indicator of market sentiment, with a decrease suggesting a more bullish outlook from investors.
Analysts Have Conflicting Sentiments on These Technology Companies: ON Semiconductor (ON), Coherent Corp (COHR) and Enphase Energy (ENPH)
Analysts are sharing conflicting sentiments on several technology companies, including ON Semiconductor, Coherent Corp, and Enphase Energy. While ON Semiconductor and Coherent Corp received "Hold" and "Buy" ratings respectively from Craig-Hallum, Enphase Energy maintained a "Buy" rating from the same firm. The article highlights analyst consensus, price targets, and potential upsides/downsides for each stock, emphasizing the varied opinions within the financial community.
Analysts Have Conflicting Sentiments on These Technology Companies: ON Semiconductor (ON), Coherent Corp (COHR) and Enphase Energy (ENPH)
Analysts from Craig-Hallum have issued new ratings for three technology companies. ON Semiconductor received a Hold rating from Greg Palm, Coherent Corp was rated Buy by Richard Shannon, and Enphase Energy also received a Buy rating from Eric Stine. The article highlights the average price targets and analyst consensus for each company, noting a potential upside for ON Semiconductor and Enphase Energy, but a downside for Coherent Corp based on current analyst consensus.
Analysts Have Conflicting Sentiments on These Technology Companies: ON Semiconductor (ON), Coherent Corp (COHR) and Enphase Energy (ENPH)
This article examines analyst sentiments for ON Semiconductor (ON), Coherent Corp (COHR), and Enphase Energy (ENPH). While ON Semiconductor received a Moderate Buy consensus with a 6.1% upside, Coherent Corp also got a Moderate Buy but with a surprising -15.5% downside from current levels. Enphase Energy was rated a Hold, showing a 7.8% potential upside.
