ON

AI Research

Q1 guidance → Revenue growth expected to resume with automotive and AI strength

ON Semiconductor reported Q4 2025 EPS of $0.64 (beating forecasts by 3.23%) with $1.53 billion revenue, and provided Q1 2026 guidance of $1.44-$1.54 billion revenue projecting first year-over-year growth since market downturn driven by automotive and AI sectors. At $60.73 current price, the 12-month target is $67.28 with 12 analysts recommending buy. Risks include Group President Simon Keeton's resignation effective June 30, 2026.