ON Semiconductor Corp (ON) Q3 2026 Earnings Call Highlights: AI Data Center Revenue Surges 175% ...
Published . Updated .
ON Semiconductor Corp (ON) beat Q3 guidance on revenue, gross margin, and EPS, guided Q4 above consensus, and raised its 2030 AI Data Center target to over $3 billion with the Ferric acquisition.
Directly affected
- ON On Semiconductor-0.0% 30d
Named in this report.
Indirectly affected
- QQQ Invesco QQQ-2.0% 30d
Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.
- AIQ Global X Artificial Intelligence & Technology ETF-0.0% 18d
Global X Artificial Intelligence & Technology ETF: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.
- SMH VanEck Semiconductor ETF-12.3% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story.
- GOOGL Alphabet-21.2% 30d
Alphabet (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
- MSFT Microsoft+4.0% 30d
Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
- META Meta Platforms-17.0% 30d
Meta Platforms (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
- AMZN Amazon.com-7.0% 30d
Amazon.com (catalog and mail-order houses): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
- TSM Taiwan Semiconductor Manufacturing-8.8% 30d
Taiwan Semiconductor Manufacturing (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| ON | +12.17% | +7.23% | base | after close | after close | after close | after close |
| QQQ | +5.87% | +5.02% | base | after close | after close | after close | after close |
| AIQ | +7.78% | +6.52% | base | after close | after close | after close | after close |
| SMH | +9.78% | +10.54% | base | after close | after close | after close | after close |
| GOOGL | +14.89% | +1.62% | base | after close | after close | after close | after close |
| MSFT | +4.85% | +4.61% | base | after close | after close | after close | after close |
| META | +2.22% | +2.94% | base | after close | after close | after close | after close |
| AMZN | +3.01% | -0.81% | base | after close | after close | after close | after close |
| TSM | +9.59% | +8.27% | base | after close | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
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ON Semiconductor Corp (ON) Q3 2026 Earnings Call Highlights: AI Data Center Revenue Surges 175% ... Yahoo Finance
Source: Yahoo Finance
Price since this story was published: Invesco Qqq Trust, Series 1 (QQQ)
| Company | When | Move | Status |
|---|---|---|---|
| Global X Fds (AIQ) | three days earlier | +6.52% | final price |
| Global X Fds (AIQ) | five days earlier | +7.78% | final price |
| Amazon Com (AMZN) | three days earlier | -0.81% | final price |
| Amazon Com (AMZN) | five days earlier | +3.01% | final price |
| Alphabet (GOOGL) | three days earlier | +1.62% | final price |
| Alphabet (GOOGL) | five days earlier | +14.89% | final price |
| Meta Platforms (META) | three days earlier | +2.94% | final price |
| Meta Platforms (META) | five days earlier | +2.22% | final price |
| Microsoft (MSFT) | three days earlier | +4.61% | final price |
| Microsoft (MSFT) | five days earlier | +4.85% | final price |
| ON | three days earlier | +7.23% | final price |
| ON | five days earlier | +12.17% | final price |
| Invesco Qqq Trust, Series 1 (QQQ) | three days earlier | +5.02% | final price |
| Invesco Qqq Trust, Series 1 (QQQ) | five days earlier | +5.87% | final price |
| Vaneck Etf Trust (SMH) | three days earlier | +10.54% | final price |
| Vaneck Etf Trust (SMH) | five days earlier | +9.78% | final price |
| Taiwan Semiconductor Manufacturing (TSM) | three days earlier | +8.27% | final price |
| Taiwan Semiconductor Manufacturing (TSM) | five days earlier | +9.59% | final price |
Congressional trades in the stocks in this story
- Rep. Gilbert Cisneros bought On Semiconductor (ON), worth $15,001 - $50,000 on 28 Sep 2026. That is 36 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Rohit Khanna bought On Semiconductor (ON) (held by a dependent child), worth $15,001 - $50,000 on 23 Sep 2026. That is 41 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Pete Sessions sold Alphabet (GOOGL), worth $15,001 - $50,000 on 14 Sep 2026. That is 50 days before publication. Filed 18 Sep 2026. View the filing.
- Rep. Rohit Khanna sold Alphabet (GOOGL) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 60 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Thomas H. Kean Jr sold Alphabet (GOOGL), worth $1,001 - $15,000 on 27 Aug 2026. That is 68 days before publication. Filed 12 Sep 2026. View the filing.
- Rep. Pete Sessions sold Microsoft (MSFT) (held by a spouse), worth $250,001 - $500,000 on 2 Oct 2026. That is 32 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Lisa McClain bought Microsoft (MSFT) (held by a spouse), worth $1,001 - $15,000 on 30 Sep 2026. That is 34 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Michael Rulli sold Microsoft (MSFT), worth $1,001 - $15,000 on 28 Sep 2026. That is 36 days before publication. Filed 2 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar sold Meta Platforms (META), worth $1,001 - $15,000 on 24 Sep 2026. That is 40 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Meta Platforms (META) (held by a dependent child), worth $1,001 - $15,000 on 23 Sep 2026. That is 41 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar bought Meta Platforms (META), worth $1,001 - $15,000 on 22 Sep 2026. That is 42 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Pete Sessions sold Amazon Com (AMZN), worth $15,001 - $50,000 on 27 Oct 2026. That is 7 days before publication. Filed 27 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who collects and who pays in semiconductors
Companies tied to this story
- QQQ Invesco Qqq Trust, Series 1
For “ON Semiconductor Corp (ON) Q3 2026 Earnings Call Highlights: AI Data Center Revenue Surges 175% ...,” Invesco Qqq Trust, Series 1 (QQQ) is linked, with no stored direction, medium confidence. Reason on file: Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story
- AIQ Global X Fds
For “ON Semiconductor Corp (ON) Q3 2026 Earnings Call Highlights: AI Data Center Revenue Surges 175% ...,” Global X Fds (AIQ) is linked, with no stored direction, medium confidence. Reason on file: Global X Artificial Intelligence & Technology ETF: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story
- SMH Vaneck Etf Trust
Vaneck Etf Trust (SMH) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “ON Semiconductor Corp (ON) Q3 2026 Earnings Call Highlights: AI Data Center Revenue Surges 175% ....” Reason on file: VanEck Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story
- GOOGL Alphabet
For “ON Semiconductor Corp (ON) Q3 2026 Earnings Call Highlights: AI Data Center Revenue Surges 175% ...,” Alphabet (GOOGL) is linked, with no stored direction, medium confidence. Reason on file: Alphabet (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story
- MSFT Microsoft
In “ON Semiconductor Corp (ON) Q3 2026 Earnings Call Highlights: AI Data Center Revenue Surges 175% ...,” Microsoft (MSFT) is linked, with no stored direction, medium confidence. Reason on file: Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story
- META Meta Platforms
Meta Platforms (META) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “ON Semiconductor Corp (ON) Q3 2026 Earnings Call Highlights: AI Data Center Revenue Surges 175% ....” Reason on file: Meta Platforms (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story
- AMZN Amazon Com
Amazon Com (AMZN) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “ON Semiconductor Corp (ON) Q3 2026 Earnings Call Highlights: AI Data Center Revenue Surges 175% ....” Reason on file: Amazon.com (catalog and mail-order houses): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story
- TSM Taiwan Semiconductor Manufacturing
For “ON Semiconductor Corp (ON) Q3 2026 Earnings Call Highlights: AI Data Center Revenue Surges 175% ...,” Taiwan Semiconductor Manufacturing (TSM) is linked, with no stored direction, medium confidence. Reason on file: Taiwan Semiconductor Manufacturing (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story
How semiconductors news reaches Invesco Qqq Trust, Series 1 (QQQ)
Invesco Qqq Trust, Series 1 (QQQ) is the company in “ON Semiconductor Corp (ON) Q3 2026 Earnings Call Highlights: AI Data Center Revenue Surges 175% ...,” the 3 Nov 2026 Semiconductors story.
For Invesco Qqq Trust, Series 1 (QQQ), the reason on file says Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story
Global X Fds (AIQ) is here too. Its reason reads: Global X Artificial Intelligence & Technology ETF: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story
Price levels for Invesco Qqq Trust, Series 1 (QQQ)
AIQ traded between 61.70 and 67.40 across 14 sessions. The latest close on file is 62.94. QQQ traded between 683.47 and 762.84 across 20 sessions. The latest close on file is 690.51. SMH traded between 511.68 and 639.33 across 20 sessions. The latest close on file is 522.89.
The semiconductors score for Invesco Qqq Trust, Series 1 (QQQ)
46 out of 100
“ON Semiconductor Corp (ON) Q3 2026 Earnings Call Highlights: AI Data Center Revenue Surges 175% ...” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.