Consensus EPS · Q2 2026
$0.72
Consensus revenue · Q2 2026
$1.6B
Analysts
18
Expected report
Aug 3, 2026
What to watch
- Analyst ratings: Mixed
Analyst consensus
Based on estimates from 18 analysts.
| Metric | Low | Consensus | High |
|---|---|---|---|
| Revenue | $1.6B | $1.6B | $1.6B |
| EPS | $0.70 | $0.72 | $0.76 |
| EBITDA | $485.6M | $488.7M | $506M |
| EBIT | $348.7M | $350.9M | $363.3M |
| Net income | $277.6M | $281.5M | $285.4M |
- Revenue$1.6B
- EPS$0.72
- EBITDA$488.7M
- EBIT$350.9M
- Net income$281.5M
Historical beat/miss
Actual reported results vs. analyst consensus at the time. Positive = beat, negative = miss.
| Period | Rev. actual | Rev. est. | Rev. surprise | EPS actual | EPS est. | EPS surprise |
|---|---|---|---|---|---|---|
| Q1 2026 | $1.5B | $1.5B | +1.7% | $0.64 | $0.61 | +4.4% |
- Q1 2026+1.7%+4.4%
Estimate revisions
How analyst consensus estimates have changed over the past 90 days.
Revision trends appear once we have collected at least two daily snapshots for this period.
Community vs analysts
See how the TickerLeague crowd's forecast stacks up against Wall Street.
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No community consensus for ON Semiconductor (ON) Q2 2026 yet. Make a prediction to start the crowd forecast.
Analyst price target
Based on price targets from 8 analysts.
- Low
- $75.00
- Consensus
- $117.00
- Median
- $125.00
- High
- $150.00
- Current
- $92.33
- Upside
- +26.7%
Upside calculated vs most recent trading price of $92.33.
Consensus across all covering analysts. See the ranking ›
Analyst ratings
Consensus: Buy — based on 47 analyst ratings.
24-month trend
Recent analyst actions
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Jul 20, 2026 | Wells Fargo | maintain | Overweight | Overweight |
| Jul 13, 2026 | TD Cowen | maintain | Hold | Hold |
| Jul 9, 2026 | Susquehanna | maintain | Positive | Positive |
| Jul 1, 2026 | Mizuho | maintain | Outperform | Outperform |
| Jun 29, 2026 | Cantor Fitzgerald | maintain | Neutral | Neutral |
| Jun 26, 2026 | Susquehanna | maintain | Positive | Positive |
| Jun 26, 2026 | Needham | maintain | Buy | Buy |
| Jun 26, 2026 | Evercore ISI Group | maintain | Outperform | Outperform |
| Jun 26, 2026 | B. Riley Securities | maintain | Buy | Buy |
| Jun 24, 2026 | Stifel | maintain | Hold | Hold |
- Jul 20, 2026Wells FargoOverweight
- Jul 13, 2026TD CowenHold
- Jul 9, 2026SusquehannaPositive
- Jul 1, 2026MizuhoOutperform
- Jun 29, 2026Cantor FitzgeraldNeutral
- Jun 26, 2026SusquehannaPositive
- Jun 26, 2026NeedhamBuy
- Jun 26, 2026Evercore ISI GroupOutperform
- Jun 26, 2026B. Riley SecuritiesBuy
- Jun 24, 2026StifelHold
Frequently asked questions
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