Analog Semiconductors Stocks Q3 Highlights: Sensata Technologies (NYSE:ST)

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Looking back on analog semiconductors stocks’ Q3 earnings, we examine this quarter’s best and worst performers, including Sensata Technologies 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 Q3. As a group, revenues beat analysts’ consensus estimates by 0.8% while next quarter’s revenue guidance was 7,674% above.

Thankfully, share prices of the companies have been resilient as they are up 8.7% on average since the latest earnings results.

Sensata Technologies

Originally a temperature sensor control maker and a subsidiary of Texas Instruments for 60 years, Sensata Technology Holdings 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 $932 million, down 5.2% year on year. This print exceeded analysts’ expectations by 1.1%. Despite the top-line beat, it was still a mixed quarter for the company with a beat of analysts’ EPS estimates but revenue guidance for next quarter slightly missing analysts’ expectations.

“Our focused execution against the key pillars of our transformation drove exceptionally strong results in the third quarter, with all key metrics exceeding our expectations. In addition to delivering today, we are laying the foundation to drive long-term shareholder value by continuing to improve financial performance while further strengthening our balance sheet with improved cash generation and disciplined deleveraging," said Stephan von Schuckmann, Chief Executive Officer of Sensata.

Interestingly, the stock is up 14.9% since reporting and currently trades at $35.43.

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

Best Q3: Skyworks Solutions

Result of a merger of Alpha Industries and the wireless communications division of Conexant, Skyworks Solutions 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 $1.1 billion, up 7.3% year on year, outperforming analysts’ expectations by 5.4%. The business had a stunning quarter with a beat of analysts’ EPS estimates and revenue guidance for next quarter exceeding analysts’ expectations.

Although it had a fine quarter compared its peers, the market seems unhappy with the results as the stock is down 17.2% since reporting. It currently trades at $59.64.

Weakest Q3: Universal Display

Serving major consumer electronics manufacturers, Universal Display is a provider of organic light emitting diode (OLED) technologies used in display and lighting applications.

Universal Display reported revenues of $139.6 million, down 13.6% year on year, falling short of analysts’ expectations by 15.9%. It was a disappointing quarter as it posted a significant miss of analysts’ revenue estimates and a significant miss of analysts’ adjusted operating income estimates.

Universal Display delivered the weakest performance against analyst estimates in the group. As expected, the stock is down 11.7% since the results and currently trades at $119.69.

Read our full analysis of Universal Display’s results here.

onsemi

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

onsemi reported revenues of $1.55 billion, down 12% year on year. This print topped analysts’ expectations by 2.2%. Overall, it was a very strong quarter as it also put up a beat of analysts’ EPS estimates and a solid beat of analysts’ adjusted operating income estimates.

The stock is up 24.5% since reporting and currently trades at $63.13.

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

Himax

Taiwan-based Himax Technologies is a leading manufacturer of display driver chips and timing controllers used in TVs, laptops, and mobile phones.

Himax reported revenues of $199.2 million, down 10.5% year on year. This result beat analysts’ expectations by 7%. It was a very strong quarter as it also produced EPS in line with analysts’ estimates and an impressive beat of analysts’ revenue estimates.

Himax achieved the biggest analyst estimates beat among its peers. The stock is down 5.6% since reporting and currently trades at $8.58.

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

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Q3 Earnings Roundup: Universal Display (NASDAQ:OLED) And The Rest Of The Analog Semiconductors Segment

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Monolithic Power Systems

MagnaChip Semiconductor

-0.35%

Earnings results often indicate what direction a company will take in the months ahead. With Q3 behind us, let’s have a look at Universal Display and its peers.

The 15 analog semiconductors stocks we track reported a satisfactory Q3. As a group, revenues beat analysts’ consensus estimates by 0.8% while next quarter’s revenue guidance was 7,674% above.

Thankfully, share prices of the companies have been resilient as they are up 8.8% on average since the latest earnings results.

Weakest Q3: Universal Display

Serving major consumer electronics manufacturers, Universal Display is a provider of organic light emitting diode (OLED) technologies used in display and lighting applications.

Universal Display reported revenues of $139.6 million, down 13.6% year on year. This print fell short of analysts’ expectations by 15.9%. Overall, it was a disappointing quarter for the company with a significant miss of analysts’ revenue estimates and a significant miss of analysts’ adjusted operating income estimates.

Universal Display delivered the weakest performance against analyst estimates of the whole group. Unsurprisingly, the stock is down 13% since reporting and currently trades at $117.93.

Best Q3: Skyworks Solutions

Although it had a fine quarter compared its peers, the market seems unhappy with the results as the stock is down 18.6% since reporting. It currently trades at $58.58.

Magnachip

With its technology found in common consumer electronics such as TVs and smartphones, Magnachip Semiconductor is a provider of analog and mixed-signal semiconductors.

Magnachip reported revenues of $45.95 million, down 30.9% year on year, in line with analysts’ expectations. It was a slower quarter as it posted revenue guidance for next quarter missing analysts’ expectations significantly and a miss of analysts’ adjusted operating income estimates.

Magnachip delivered the slowest revenue growth in the group. Interestingly, the stock is up 1.8% since the results and currently trades at $3.18.

Read our full analysis of Magnachip’s results here.

onsemi

onsemi reported revenues of $1.55 billion, down 12% year on year. This print surpassed analysts’ expectations by 2.2%. Overall, it was a very strong quarter as it also put up a beat of analysts’ EPS estimates and a solid beat of analysts’ adjusted operating income estimates.

The stock is up 25.2% since reporting and currently trades at $63.45.

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

Monolithic Power Systems

Founded in 1997 by its longtime CEO Michael Hsing, Monolithic Power Systems is an analog and mixed signal chipmaker that specializes in power management chips meant to minimize total energy consumption.

Monolithic Power Systems reported revenues of $737.2 million, up 18.9% year on year. This number beat analysts’ expectations by 2%. It was a strong quarter as it also produced a significant improvement in its inventory levels and revenue guidance for next quarter topping analysts’ expectations.

The stock is flat since reporting and currently trades at $1,083.

Read our full, actionable report on Monolithic Power Systems here, it’s free.

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Winners And Losers Of Q3: MACOM (NASDAQ:MTSI) Vs The Rest Of The Analog Semiconductors Stocks

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MACOM Technology Solutions

Wrapping up Q3 earnings, we look at the numbers and key takeaways for the analog semiconductors stocks, including MACOM and its peers.

The 15 analog semiconductors stocks we track reported a satisfactory Q3. As a group, revenues beat analysts’ consensus estimates by 0.8% while next quarter’s revenue guidance was 7,676% above.

In light of this news, share prices of the companies have held steady as they are up 4.6% on average since the latest earnings results.

MACOM

Founded in the 1950s as Microwave Associates, a communications supplier to the US Army Signal Corp, today MACOM Technology Solutions is a provider of analog chips used in optical, wireless, and satellite networks.

MACOM reported revenues of $261.2 million, up 30.1% year on year. This print was in line with analysts’ expectations, but overall, it was a mixed quarter for the company with revenue guidance for next quarter topping analysts’ expectations but an increase in its inventory levels.

“We built upon our strong foundation in fiscal year 2025, and we look forward to starting fiscal 2026,” said Stephen G. Daly, President and Chief Executive Officer, MACOM.

MACOM achieved the fastest revenue growth of the whole group. Unsurprisingly, the stock is up 43.1% since reporting and currently trades at $214.18.

Best Q3: Skyworks Solutions

Although it had a fine quarter compared its peers, the market seems unhappy with the results as the stock is down 18.7% since reporting. It currently trades at $58.52.

Weakest Q3: Universal Display

Serving major consumer electronics manufacturers, Universal Display is a provider of organic light emitting diode (OLED) technologies used in display and lighting applications.

Universal Display delivered the weakest performance against analyst estimates in the group. As expected, the stock is down 8.3% since the results and currently trades at $124.32.

Read our full analysis of Universal Display’s results here.

onsemi

onsemi reported revenues of $1.55 billion, down 12% year on year. This number surpassed analysts’ expectations by 2.2%. Overall, it was a very strong quarter as it also logged a beat of analysts’ EPS estimates and a solid beat of analysts’ adjusted operating income estimates.

The stock is up 17.7% since reporting and currently trades at $59.67.

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

Sensata Technologies

Sensata Technologies reported revenues of $932 million, down 5.2% year on year. This print beat analysts’ expectations by 1.1%. Zooming out, it was a mixed quarter as it also produced a beat of analysts’ EPS estimates but revenue guidance for next quarter slightly missing analysts’ expectations.

The stock is up 14.3% since reporting and currently trades at $35.24.

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

Risk Warnings and Disclaimers

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U.S. stocks mixed at close of trade; Dow Jones Industrial Average down 0.94%

Investing.com

Investing.com – U.S. stocks were mixed after the close on Wednesday, as gains in the Healthcare, Technology and Consumer Services sectors led shares higher while losses in the Utilities, Industrials and Financials sectors led shares lower.

At the close in NYSE, the Dow Jones Industrial Average lost 0.94%, while the S&P 500 index fell 0.34%, and the NASDAQ Composite index gained 0.16%.

The best performers of the session on the Dow Jones Industrial Average were Amgen Inc (NASDAQ:AMGN), which rose 3.47% or 11.47 points to trade at 341.64 at the close. Meanwhile, Johnson & Johnson (NYSE:JNJ) added 1.31% or 2.69 points to end at 207.48 and Salesforce Inc (NYSE:CRM) was up 1.22% or 3.22 points to 266.12 in late trade.

The worst performers of the session were Caterpillar Inc (NYSE:CAT), which fell 4.26% or 26.57 points to trade at 596.52 at the close. Nike Inc (NYSE:NKE) declined 3.26% or 2.13 points to end at 63.22 and Honeywell International Inc (NASDAQ:HON) was down 2.65% or 5.43 points to 199.51.

The top performers on the S&P 500 were Intel Corporation (NASDAQ:INTC) which rose 6.47% to 42.63, CarMax Inc (NYSE:KMX) which was up 5.35% to settle at 43.12 and Regeneron Pharmaceuticals Inc (NASDAQ:REGN) which gained 4.60% to close at 812.27.

The worst performers were First Solar Inc (NASDAQ:FSLR) which was down 10.29% to 241.11 in late trade, Skyworks Solutions Inc (NASDAQ:SWKS) which lost 9.73% to settle at 59.82 and Western Digital Corporation (NASDAQ:WDC) which was down 8.88% to 199.91 at the close.

The top performers on the NASDAQ Composite were SMX Security Matters Ord Shs Class A (NASDAQ:SMX) which rose 76.14% to 33.96, Regencell Bioscience Holdings Ltd (NASDAQ:RGC) which was up 60.10% to settle at 52.88 and Nuvve Holding Corp (NASDAQ:NVVE) which gained 59.55% to close at 3.51.

The worst performers were Ascent Solar Technologies Inc (NASDAQ:ASTI) which was down 25.33% to 3.95 in late trade, Next Technology Holding Inc (NASDAQ:NXTT) which lost 22.54% to settle at 7.15 and Brand Engagement Network Inc (NASDAQ:BNAI) which was down 19.49% to 3.76 at the close.

Falling stocks outnumbered advancing ones on the New York Stock Exchange by 1772 to 964 and 92 ended unchanged; on the Nasdaq Stock Exchange, 1770 fell and 1603 advanced, while 165 ended unchanged.

Shares in Regeneron Pharmaceuticals Inc (NASDAQ:REGN) rose to 52-week highs; rising 4.60% or 35.73 to 812.27.

The CBOE Volatility Index, which measures the implied volatility of S&P 500 options, was up 4.27% to 15.38.

Gold Futures for February delivery was down 0.72% or 32.51 to $4,463.59 a troy ounce. Elsewhere in commodities trading, Crude oil for delivery in February fell 1.44% or 0.82 to hit $56.31 a barrel, while the March Brent oil contract fell 0.66% or 0.40 to trade at $60.30 a barrel.

EUR/USD was unchanged 0.11% to 1.17, while USD/JPY rose 0.11% to 156.80.

The US Dollar Index Futures was up 0.15% at 98.47.

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Eli Lilly and Regencell among market cap stock movers on Wednesday

Investing.com

Advanced Micro Devices

-17.31%

Ambarella

+0.86%

Wednesday’s market has seen swings in various stocks based on news and other factors. Today, stocks like Eli Lilly and Regencell Bioscience Holdings are rallying, while others like First Solar are falling. Below are highlights of some of the biggest stock movers, from mega-caps to small caps.

Mega-Cap Movers (Market Cap:$200 billion USD and higher)

Eli Lilly And Co (LLY); Eli Lilly & Co. (LLY) Nears Deal for Ventyx Biosciences (VTYX) - WSJ: +3.59%
Google Inc (GOOGL): +3.18%
Palantir Technologies Inc (PLTR): +2.99%
AbbVie Inc (ABBV): +2.38%
Caterpillar (CAT); Caterpillar CEO Joe Creed to become chairman as Umpleby retires: -3.11%
United Health Group (UNH): -2.41%
Bank Of America (BAC); Wolfe Research downgrades Bank of America stock rating on valuation concerns: -2.47%
JP Morgan Chase (JPM); Wolfe Research downgrades JPMorgan stock rating on expected slower EPS growth: -2.26%
Lam Research Corp (LRCX): -2.26%
Applovin (APP): +3.27%

Large-Cap Stock Movers (Market Cap:$10-$200 billion USD)

Regencell Bioscience Holdings (RGC): +45.47%
Bloom Energy Corp (BE): +7.52%
Intel Corp (INTC); Mobileye to acquire humanoid robotics firm Mentee for $900 million: +6.69%
Invitation Homes Inc (INVH): -7.9%
Vistra Energy Corp (VST): -7.83%
Seagate Technology (STX): -6.95%
Amern Hms 4 (AMH): -5.25%
Western Digital (WDC): -8.9%
First Solar Inc (FSLR): -10.0%
New Providence Acquisition Corp N (ASTS); Scotiabank downgrades AST Spacemobile stock on valuation concerns: -11.54%

Mid-Cap Stock Movers (Market Cap:$2-$10 billion USD)

Crinetics Pharmaceuticals Inc (CRNX); Crinetics Pharmaceuticals prices public offering at $45.95 per share: +13.0%
Compass (COMP); Compass announces proposed $750 million convertible notes offering: +12.79%
CF Acquisition Corp VI (RUMBW): +9.07%
Arrowhead Research Corp (ARWR); Arrowhead Pharmaceuticals plans to offer $700 million in securities: -8.95%
Cleveland Cliffs (CLF); Cleveland-Cliffs stock rating downgraded by KeyBanc on valuation concerns: -9.53%
Qorvo Inc (QRVO): -8.74%
ViaSat (VSAT): -11.38%
Skyworks Solutions Inc (SWKS): -11.64%
Fermi America LLC (FRMI): -11.0%
Ambarella Inc (AMBA): -12.36%

Small-Cap Stock Movers (Market Cap:$300 million - $2 billion USD)

Monte Rosa Therapeutics (GLUE); Monte Rosa’s MRT-8102 shows promising results in reducing inflammation: +49.41%
NovaBay Pharmaceuticals Inc (NBY): +42.22%
Ventyx Biosciences (VTYX); Eli Lilly-Ventyx Deal Could Come Wednesday, Sources Say -- WSJ: +36.67%
Realogy Holdings (HOUS): +20.93%
AXT Inc (AXTI): +19.43%
Neumora Therapeutics (NMRA): +18.76%
GH Research (GHRS): +22.52%
Immuneering (IMRX): +22.17%
ASTX NYSE (ASTX): -3.33%
Summit Semiconductor (DVLT): -17.21%

For real-time, market-moving news, join Investing Pro.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Risk Warnings and Disclaimers

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Eli Lilly and Intel lead market cap stock movers on Wednesday

Investing.com

NovaBay Pharmaceuticals

-18.10%

Alphabet-A

-1.96%

Wednesday’s market has seen swings in various stocks based on news and other factors. Today, stocks like Eli Lilly and Intel are rallying, while others like Western Digital and Hecla Mining are falling. Below are highlights of some of the biggest stock movers, from mega-caps to small caps.

Mega-Cap Movers (Market Cap:$200B and above)

Eli Lilly And Co (LLY); Eli Lilly & Co. (LLY) Nears Deal for Ventyx Biosciences (VTYX) - WSJ: +3.67%
Google Inc (GOOGL): +1.69%
JP Morgan Chase (JPM); Wolfe Research downgrades JPMorgan stock rating on expected slower EPS growth: -2.8%
Lam Research Corp (LRCX): -2.31%
Facebook Inc (META): -2.28%
Adv Micro Device (: -1.83%
Alibaba-exch (BABA); Freedom Capital Markets downgrades Alibaba stock rating amid rising costs: -2.19%

Large-Cap Stock Movers (Market Cap:$10B-$200B)

Intel Corp (INTC); Mobileye to acquire humanoid robotics firm Mentee for $900 million: +10.89%
Regencell Bioscience Holdings (RGC): +25.79%
First Solar Inc (FSLR): -9.27%
Hecla Mining Comp (HL): -9.5%
Western Digital (WDC): -8.41%
Seagate Technology (STX): -7.64%
New Providence Acquisition Corp N (ASTS); Scotiabank downgrades AST Spacemobile stock on valuation concerns: -5.54%
CoStar Group (CSGP); CoStar Group sets financial targets, announces $1.5 billion buyback: -4.48%

Mid-Cap Stock Movers (Market Cap:$2B-$10B)

Crinetics Pharmaceuticals Inc (CRNX); Crinetics Pharmaceuticals prices public offering at $45.95 per share: +15.66%
Navan Inc (NAVN): +7.53%
Pbf Energy Inc (PBF): +5.62%
Frontline Ltd Ordinary Shares (FRO): +6.9%
Compass (COMP); Compass announces proposed $750 million convertible notes offering: +6.14%
CF Acquisition Corp VI (RUMBW): +9.07%
Skyworks Solutions Inc (SWKS): -10.97%
Arrowhead Research Corp (ARWR); Arrowhead Pharmaceuticals plans to offer $700 million in securities: -6.89%
ViaSat (VSAT): -4.81%
Fermi America LLC (FRMI): -10.16%

Small-Cap Stock Movers (Market Cap:$300M-$2B)

Monte Rosa Therapeutics (GLUE); Monte Rosa to present interim results for NEK7-directed MGD: +54.28%
Ventyx Biosciences (VTYX); Eli Lilly-Ventyx Deal Could Come Wednesday, Sources Say -- WSJ: +37.31%
Neumora Therapeutics (NMRA): +31.87%
NovaBay Pharmaceuticals Inc (NBY): +19.28%
AXT Inc (AXTI): +18.84%
Erasca (ERAS); Piper Sandler initiates Erasca stock with Overweight rating, $5 price target: +16.25%
Immuneering (IMRX): +16.82%
Realogy Holdings (HOUS); Compass announces proposed $750 million convertible notes offering: +13.91%
MBX Biosciences (MBX); UBS initiates coverage on MBX Biosciences stock with Buy rating: +14.91%
ASTX NYSE (ASTX): -0.93%

For real-time, market-moving news, join Investing Pro.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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FormFactor, onsemi, Sensata Technologies, Vishay Intertechnology, and Nova Shares Skyrocket, What You Need To Know

Stock Story

Vishay Intertechnology

-4.24%

What Happened?

A number of stocks jumped in the afternoon session after a broad rally in the semiconductor sector kicked off the new year, driven by continued investor enthusiasm for artificial intelligence (AI).

The move was part of a wider "risk-on" appetite that saw the Nasdaq Composite surge early in the session. Investors rotated back into high-growth tech stocks, with the semiconductor industry appearing poised to anchor the market's trajectory. Market analysts noted that the bullish themes from the previous year, particularly around AI and tech, were carrying forward into the new year. This sentiment was supported by the view that the chipmaking industry would remain supply-constrained as companies continued to build out the new infrastructure required for AI.

The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks.

Among others, the following stocks were impacted:

Semiconductor Manufacturing company FormFactor jumped 6.2%. Is now the time to buy FormFactor? Access our full analysis report here, it’s free for active Edge members.
Analog Semiconductors company onsemi jumped 5.6%. Is now the time to buy onsemi? Access our full analysis report here, it’s free for active Edge members.
Analog Semiconductors company Sensata Technologies jumped 5%. Is now the time to buy Sensata Technologies? Access our full analysis report here, it’s free for active Edge members.
Analog Semiconductors company Vishay Intertechnology jumped 6.2%. Is now the time to buy Vishay Intertechnology? Access our full analysis report here, it’s free for active Edge members.
Semiconductor Manufacturing company Nova jumped 6.3%. Is now the time to buy Nova? Access our full analysis report here, it’s free for active Edge members.

Zooming In On Nova (NVMI)

Nova’s shares are extremely volatile and have had 36 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.

The previous big move we wrote about was 14 days ago when the stock gained 4.1% on the news that investor optimism around artificial intelligence fueled broad market gains.

Technology stocks with a focus on artificial intelligence once again led the market higher, boosting the Nasdaq and S&P 500. Companies at the forefront of the AI boom, such as Nvidia and Broadcom, saw significant jumps in their share prices. The rally reflects a renewed belief among investors in the transformative potential of AI technology to drive future growth and productivity. The rally was further supported by a surprise cooling in the November consumer price index (CPI) report, which triggered market pricing for additional rate cuts in the coming year. This created a more favorable environment for growth-oriented companies.

Nova is flat since the beginning of the year, and at $347.35 per share, it is trading close to its 52-week high of $351.58 from October 2025. Investors who bought $1,000 worth of Nova’s shares 5 years ago would now be looking at an investment worth $4,912.

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