Wrapping up Q4 earnings, we look at the numbers and key takeaways for the analog semiconductors stocks, including onsemi (NASDAQ: ON) and its peers.

Demand for analog chips is generally linked to the overall level of economic growth, as analog chips serve as the building blocks of most electronic goods and equipment. Unlike digital chip designers, analog chip makers tend to produce the majority of their own chips, as analog chip production does not require expensive leading edge nodes. Less dependent on major secular growth drivers, analog product cycles are much longer, often 5-7 years.

The 15 analog semiconductors stocks we track reported a satisfactory Q4. As a group, revenues beat analysts’ consensus estimates by 0.7% while next quarter’s revenue guidance was above.

While some analog semiconductors stocks have fared somewhat better than others, they have collectively declined. On average, share prices are down 4.7% since the latest earnings results.

onsemi (NASDAQ: ON)

Spun out of Motorola in 1999 and built through a series of acquisitions, onsemi (NASDAQ: ON) is a global provider of analog chips specializing in autos, industrial applications, and power management in cloud data centers.

onsemi reported revenues of $1.53 billion, down 11.2% year on year. This print was in line with analysts’ expectations, but overall, it was a slower quarter for the company with revenue guidance for next quarter slightly missing analysts’ expectations and revenue in line with analysts’ estimates.

“We remained disciplined in our execution and met expectations in the fourth quarter as we saw increasing signs of stabilization in our key markets,” said Hassane El-Khoury, President and CEO, onsemi.

Unsurprisingly, the stock is down 2.6% since reporting and currently trades at $63.40.

Read our full report on onsemi here, it’s free.

Best Q4: Skyworks Solutions (NASDAQ: SWKS)

Result of a merger of Alpha Industries and the wireless communications division of Conexant, Skyworks Solutions (NASDAQ: SWKS) is a designer and manufacturer of chips used in smartphones, autos, and industrial applications to amplify, filter, and process wireless signals.

Skyworks Solutions reported revenues of $1.04 billion, down 3.1% year on year, outperforming analysts’ expectations by 3.4%. The business had an exceptional quarter with a beat of analysts’ EPS and adjusted operating income estimates.

Skyworks Solutions achieved the biggest analyst estimates beat among its peers. Although it had a fine quarter compared to its peers, the market seems unhappy with the results as the stock is down 1.7% since reporting. It currently trades at $55.

Is now the time to buy Skyworks Solutions? Access our full analysis of the earnings results here, it’s free.

Weakest Q4: Vishay Intertechnology (NYSE: VSH)

Named after the founder's ancestral village in present-day Lithuania, Vishay Intertechnology (NYSE: VSH) manufactures simple chips and electronic components that are building blocks of virtually all types of electronic devices.

Vishay Intertechnology reported revenues of $800.9 million, up 12.1% year on year, exceeding analysts’ expectations by 0.7%. Still, it was a slower quarter as it posted a significant miss of analysts’ adjusted operating income estimates and EPS in line with analysts’ estimates.

As expected, the stock is down 9.5% since the results and currently trades at $18.77.

Read our full analysis of Vishay Intertechnology’s results here.

Texas Instruments (NASDAQ: TXN)

Headquartered in Dallas, Texas since the 1950s, Texas Instruments (NASDAQ: TXN) is the world’s largest producer of analog semiconductors.

Texas Instruments reported revenues of $4.42 billion, up 10.4% year on year. This print lagged analysts' expectations by 0.8%. It was a slower quarter as it also logged a significant miss of analysts’ EPS and revenue estimates.

Texas Instruments had the weakest performance against analyst estimates among its peers. The stock is up 1.3% since reporting and currently trades at $199.21.

Read our full, actionable report on Texas Instruments here, it’s free.

Sensata Technologies (NYSE: ST)

Originally a temperature sensor control maker and a subsidiary of Texas Instruments for 60 years, Sensata Technology Holdings (NYSE: ST) is a leading supplier of analog sensors used in industrial and transportation applications, best known for its dominant position in the tire pressure monitoring systems in cars.

Sensata Technologies reported revenues of $917.9 million, up 1.1% year on year. This number topped analysts’ expectations by 0.6%. Zooming out, it was a mixed quarter as it also produced a beat of analysts’ EPS estimates but revenue guidance for next quarter meeting analysts’ expectations.

The stock is down 3.8% since reporting and currently trades at $34.79.

Read our full, actionable report on Sensata Technologies here, it’s free.

Market Update

Late in 2025 into early 2026, there was hand wringing around artificial intelligence. For software companies, the fear was that AI would erode pricing power and compress margins as new tools made it easier to replicate what once required expensive enterprise platforms. Crypto investors had their own version of the same anxiety: if AI agents could trade, allocate capital, and manage wallets autonomously, what exactly was the long-term value of today’s crypto infrastructure?

These concerns triggered a noticeable rotation away from these sectors and into safer havens. But markets rarely dwell on one narrative for long. Spring 2026 came, and the focus shifted abruptly from technological disruption to geopolitical risk. The US’ conflict with Iran became the dominant driver of market psychology, and when geopolitics takes center stage, the script changes quickly. Investors stop debating growth rates and start worrying about oil supply, inflation, and global stability.

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