Why ON Semiconductor Corp (ON) Stock Is Rising

As of 2026-11-12, ON Semiconductor Corp (ON) has a next-year EPS growth estimate of 44.31%. Featured in our EPS revision report on 2026-09-25.

↑
Detected 2026-11-04: 44.19% → 44.26%
First flagged by our EPS-revision screen · estimate has since risen to 44.31% (+0.05 pp)

Why ON Stock Is Rising

  • +
    EPS Estimate Upgraded: Analysts raised ON Semiconductor Corp's next-year EPS growth estimate from 44.19% to 44.26% on 2026-11-04.
  • →
    Estimate Trending Higher: Since detection, the estimate has moved up a net +0.05 pp to 44.31% across 1 upward revision.
  • ·
    Current-Year Growth: Projected at 39.88%, supporting the forward estimate revision.

News Context

ON stock has been rising primarily as analysts raised the next-year EPS growth estimate from 44.19% to 44.26% on 2026-11-04. That revision aligns with headlines reporting ON beat Q3 earnings estimates, with AI revenue surging and a stronger AI data center outlook. The estimate has since edged up to 44.31%, indicating continued momentum beyond the initial revision.

Generated 2026-11-12 · news as of 2026-11-12

Current Snapshot

Sector
Technology
Industry
Semiconductors
EPS growth next year
44.31%
EPS growth this year
39.88%
EPS next quarter (est)
$1.01
Last price
$73.73

EPS Revision History

44.3%40.9%10-1310-2010-2811-0411-12
Next-year EPS growth estimate · latest 30 days · 25 observations
84.2%76.9%10-1310-2010-2811-0411-12
Combined EPS growth (this year + next year) · latest 30 days · 25 observations
DateEPS Next YEPS This YNext Q (est)Price
2026-11-1244.31%39.88%$1.01$73.73
2026-11-1144.31%39.88%$1.01$73.62
2026-11-1044.31%39.88%$1.01$69.61
2026-11-0944.31%39.88%$1.01$69.11
2026-11-0744.31%39.88%$1.01$63.31
2026-11-0644.31%39.88%$1.01$63.31
2026-11-0544.31%39.88%$1.01$63.01
2026-11-0444.26%39.71%$1.01$71.24
2026-11-0344.19%39.54%$1.01$72.60
2026-11-0241.21%36.28%$0.96$70.11
2026-10-3141.21%36.28%$0.88$71.67
2026-10-3041.21%36.28%$0.88$71.67
2026-10-2941.21%36.28%$0.88$75.24
2026-10-2841.21%36.28%$0.88$75.63
2026-10-2741.21%36.28%$0.88$78.67
2026-10-2641.21%36.28%$0.88$74.06
2026-10-2341.21%36.28%$0.88$72.25
2026-10-2241.21%36.28%$0.88$73.23
2026-10-2141.21%36.28%$0.88$76.94
2026-10-2041.14%36.24%$0.88$75.62
2026-10-1941.06%36.22%$0.88$73.12
2026-10-1641.06%36.22%$0.88$72.02
2026-10-1541.06%36.22%$0.88$73.70
2026-10-1440.86%36.08%$0.88$73.36
2026-10-1340.86%36.08%$0.88$76.69
2026-10-1240.86%36.08%$0.88$76.00
2026-10-1140.86%36.08%$0.88$77.53
2026-10-1040.85%36.08%$0.88$77.53
2026-10-0940.85%36.08%$0.88$77.53
2026-10-0840.85%36.08%$0.88$79.41

Reports Featuring ON

Recent News

Screen Performance

Aggregate stats across all 2145 tickers our top-EPS-revision screen has flagged over the past 225 days.

Median return since detection
-2.9%
% of tickers in the green
43%
Median return on winners
+22.8%
Large revisions captured
2246

Past detection performance reflects the price change between when a ticker first entered our screen and the most recent observation. Not a forward-looking forecast.

Also Tracked by Our Screen

Frequently Asked Questions

Why did ON Semiconductor Corp (ON) stock go up recently?▾

ON Semiconductor Corp (ON) stock has risen following an analyst upgrade of its next-year EPS growth estimate from 44.19% to 44.26% on 2026-11-04. Since detection, the estimate has moved up a net +0.05 pp to 44.31%. EPS estimate upgrades are among the strongest leading indicators of stock outperformance.

What is ON Semiconductor Corp's next-year EPS growth estimate?▾

As of 2026-11-12, ON Semiconductor Corp (ON) has a next-year EPS growth estimate of 44.31%, based on analyst consensus.

When was the latest EPS estimate revision for ON?▾

The most recent revision occurred on 2026-11-05, when analysts adjusted the next-year EPS growth estimate from 44.26% to 44.31%.

What sector and industry does ON Semiconductor Corp belong to?▾

ON Semiconductor Corp operates in the Technology sector, specifically the Semiconductors industry.

How often is this EPS estimate data updated?▾

EPS revision data is refreshed daily from analyst consensus estimates. ON appears on this page because it was flagged by our daily top-EPS-revision-performer screen.

EPS revision data sourced from analyst consensus estimates, refreshed daily. ON Semiconductor Corp (ON) appears here because it was detected by our daily top-EPS-revision-performer screen.