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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Vivek Arya | Bank of America | 12 | 17% |
| Joshua Buchalter | TD Cowen | 12 | 17% |
| Gary Mobley | Loop Capital | 12 | 0% |
| Ross Seymore | Deutsche Bank | 11 | 18% |
| Chris Rolland | Susquehanna | 10 | 0% |
| Vijay Rakesh | Mizuho Securities | 10 | 0% |
| Quinn Bolton | Needham | 9 | 11% |
| Chris Danely | Citigroup | 8 | 0% |
| Blayne Curtis | Jefferies | 8 | 13% |
| Harsh Kumar | Piper Sandler | 7 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| TD Cowen | 1 | 12 | 17% |
| Loop Capital | 1 | 12 | 0% |
| Bank of America | 1 | 12 | 17% |
| Deutsche Bank | 1 |
| 11 |
| 18% |
| Jefferies | 2 | 10 | 10% |
| Mizuho Securities | 1 | 10 | 0% |
| Susquehanna | 1 | 10 | 0% |
| Needham | 1 | 9 | 11% |
ON Semiconductor delivered its first year-over-year revenue growth in seven quarters, with Q1 revenue of $1.51 billion up 5% and non-GAAP EPS of $0.64, up 93%. AI data center revenue grew over 30% quarter-over-quarter with expectations to double year-over-year in 2026. Gross margin expanded for the third consecutive quarter to 38.5%. Treo revenue grew 2.5x sequentially with broadening design wins, and energy storage and microgrid business accelerated with 40%+ growth expected. China automotive revenue grew despite a 6% decline in the passenger vehicle market.
Demand | Margin | Competitive Dynamics | Revenue Growth | Product Launch | Cloud & AI | Inventory | Capex Investment | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 9 | 7 | 6 | 6 | 4 | 1 | 2 | 2 |
| 2025Q1 | 8 | 6 | 6 | 3 | 3 | 4 | 2 | |
| 2025Q2 | 7 | 5 | 8 | 5 | 5 | 3 | 3 | 2 |
| 2025Q3 | 10 | 3 | 4 | 7 | 6 | 6 | 4 | 2 |
| 2025Q4 | 6 | 8 | 5 | 4 | 5 | 5 | 2 | 3 |
| 2026Q1 | 5 | 4 | 4 | 5 | 5 | 5 | 3 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 9 | 8 | 7 | 10 | 6 | 5 |
| Margin | 7 | 6 | 5 | 3 | 8 | 4 |
| Competitive Dynamics | 6 | 6 | 8 | 4 | 5 | 4 |
| Revenue Growth | 6 | 3 | 5 | 7 | 4 | 5 |
| Product Launch | 4 | 3 | 5 | 6 | 5 | 5 |
| Cloud & AI | 1 | 3 | 6 | 5 | 5 | |
| Inventory | 2 | 4 | 3 | 4 | 2 | 3 |
| Capex Investment | 2 | 2 | 2 | 2 | 3 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
ON ON Semiconductor | 6 | +4.7% | |
| ADI Analog Devices | 9 | +37.3% | |
| AMAT Applied Materials | 9 | +11.4% | |
| AMD Advanced Micro Devices, Inc. | 9 | +37.9% | |
| ARM Arm Holdings | 7 | +20.1% | |
| ASML ASML Holding | 9 | +13.3% | |
| AVGO Broadcom Inc. | 9 | +29.5% | |
| INTC Intel Corporation | 6 | +7.2% | |
| KLAC KLA Corporation | 7 | +11.5% | |
| LRCX Lam Research | 9 | +23.8% | |
| MCHP Microchip Technology | 9 | +35.1% | |
| MPWR Monolithic Power Systems | 10 | +26.1% | |
| MRVL Marvell Technology | 10 | +27.6% | |
| MU Micron Technology, Inc. | 9 | +196.3% | |
| NVDA NVIDIA Corporation | 9 | +85.2% | |
| NXPI NXP Semiconductors | 7 | +12.2% | |
| Q Qnity Electronics, Inc. | 10 | +17.6% | |
| QCOM Qualcomm | 3 | -3.5% | |
| SWKS Skyworks Solutions | 3 | -1.0% | |
| TER Teradyne | 9 | +87.0% | |
| TXN Texas Instruments | 9 | +18.6% |