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ON Stock Chart & Stats
$83.01
-$3.74(-5.96%)
At close: 4:00 PM EST
$83.01
-$3.74(-5.96%)
Day’s Range― - ―
52-Week Range$44.56 - $134.92
Previous CloseN/A
Volume4.36M
Average Volume (3M)13.40M
Market Cap
$38.09B
Enterprise Value$45.26B
Total Cash (Recent Filing)$2.40B
Total Debt (Recent Filing)$3.01B
Price to Earnings (P/E)67.6
Beta1.84
Next Earnings
Aug 03, 2026EPS Estimate
0.71Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)1.41
Shares Outstanding389,185,600
10 Day Avg. Volume16,366,645
30 Day Avg. Volume13,397,656
Financial Highlights & Ratios
PEG Ratio-2.03
Price to Book (P/B)2.90
Price to Sales (P/S)3.71
P/FCF Ratio15.69
Enterprise Value/Market Cap1.19
Enterprise Value/Revenue7.46
Enterprise Value/Gross Profit20.06
Enterprise Value/Ebitda37.21
Forecast
1Y Price Target
$114.40Price Target Upside37.81% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering24
EPS Forecast (FY)3.08
Revenue Forecast (FY)$6.47B
Bulls Say, Bears Say
Bulls Say
Strong Cash GenerationPersistent operating cash flow and free cash flow above net income indicate high earnings quality and durable cash conversion. This supports capital deployment for R&D, conservative capex, buybacks and M&A, reducing reliance on external funding and improving long-term financial flexibility.
AI Data‑center Acceleration And Treo RampRapid AI data‑center growth and a multi‑quarter Treo ramp reflect durable secular adoption. Higher‑value AI and Treo products offer stronger margins and multi‑year design wins across automotive, industrial and data centers, improving revenue mix and structural operating leverage beyond cyclical demand swings.
Robust GaN/SiC Pipeline And EV ContentA large GaN design funnel and strong silicon carbide content in new EVs position the company in high‑growth power markets. Multi‑year design cycles and adoption in EVs, energy storage and industrial systems support sustainable revenue expansion and premium product mix over the medium term.
Bears Say
Modest Returns And Revenue CyclicalityA lower ROE versus prior peak years and evidence of cyclical revenue declines point to constrained profitability and capital efficiency. In cyclic industries this implies earnings and return volatility, limiting structural improvement unless mix and operating leverage sustainably advance.
Planned Non‑core Exits (~$300M)Removing ~$300M of non‑core revenue is a structural reduction in reported scale (~5% haircut) that compresses near‑term top‑line and complicates growth comparisons. Longer term it can improve focus, but it temporarily reduces scale and may pressure short‑term operating leverage metrics.
Equity‑linked Financing And Dilution RiskLarge convertible issuances and associated hedge/warrant structures provide funding flexibility but carry potential future dilution and capital‑structure complexity. Conversion or warrant exercise could increase share count and pressure EPS and investor returns absent commensurate earnings accretion.
ON Semiconductor News
ON FAQ
What was ON Semiconductor Corporation’s price range in the past 12 months?
ON Semiconductor Corporation lowest stock price was $44.56 and its highest was $134.92 in the past 12 months.
What is ON Semiconductor Corporation’s market cap?
ON Semiconductor Corporation’s market cap is $38.09B.
When is ON Semiconductor Corporation’s upcoming earnings report date?
ON Semiconductor Corporation’s upcoming earnings report date is Aug 03, 2026 which is in 23 days.
How were ON Semiconductor Corporation’s earnings last quarter?
ON Semiconductor Corporation released its earnings results on May 04, 2026. The company reported $0.64 earnings per share for the quarter, beating the consensus estimate of $0.613 by $0.027.
Is ON Semiconductor Corporation overvalued?
According to Wall Street analysts ON Semiconductor Corporation’s price is currently Undervalued.
Does ON Semiconductor Corporation pay dividends?
ON Semiconductor Corporation does not currently pay dividends.
What is ON Semiconductor Corporation’s EPS estimate?
ON Semiconductor Corporation’s EPS estimate is 0.71.
How many shares outstanding does ON Semiconductor Corporation have?
ON Semiconductor Corporation has 389,185,600 shares outstanding.
What happened to ON Semiconductor Corporation’s price movement after its last earnings report?
ON Semiconductor Corporation reported an EPS of $0.64 in its last earnings report, beating expectations of $0.613. Following the earnings report the stock price went up 0.617%.
Which hedge fund is a major shareholder of ON Semiconductor Corporation?
Currently, no hedge funds are holding shares in ON
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
ON Semiconductor Stock Smart Score
Outperform
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Moderate Buy
Average Price Target:
$114.40 (37.81% Upside)
$114.40 (37.81% Upside)
Blogger Sentiment
Bullish
ON Sentiment 70%
Sector Average 65%
Sector Average 65%
Hedge Fund Trend
Increased
By 264.8K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $5.8M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Positive
Last 7 Days ▲ 5.3%
Last 30 Days ▲ 25.1%
Last 30 Days ▲ 25.1%
News Sentiment
Very Bullish
Bullish news 91%
Bearish news 9%
Bearish news 9%
Technicals
SMA
Positive
20 days / 200 days
Momentum
61.22%
12-Months-Change
Fundamentals
Return on Equity
7.45%
Trailing 12-Months
Asset Growth
-9.38%
Trailing 12-Months
Company Description
ON Semiconductor Corporation
ON Semiconductor Corporation operates as a global provider of sophisticated power and sensing solutions. Their cutting-edge power innovations are pivotal in modernizing various sectors: they contribute to the development of lighter, extended-range electric vehicles, underpin rapid-charging infrastructure, and bolster sustainable energy initiatives for applications such as solar arrays, industrial power systems, and energy storage. The company's operations are structured into three main divisions: the Power Solutions Group, the Advanced Solutions Group, and the Intelligent Sensing Group. ON Semiconductor offers a broad array of semiconductor products, including analog components, discrete devices, modules, and integrated circuits. These products are designed to perform numerous critical functions, such as power switching, energy conversion, signal conditioning, circuit protection, signal amplification, and voltage regulation. Beyond these standard offerings, the firm also designs and develops specialized analog, mixed-signal, advanced logic, application-specific integrated circuits (ASICs) and standard products, radio frequency (RF) components, and integrated power management solutions, catering to a diverse range of end-market consumers. Furthermore, it provides foundry and design services specifically for government clients. The company's portfolio also encompasses advanced imaging technologies. This includes the creation of complementary metal-oxide-semiconductor (CMOS) image sensors, sophisticated image signal processors, and single photon detectors like silicon photomultipliers (SiPMs) and single-photon avalanche diode (SPAD) arrays. Additionally, ON Semiconductor produces actuator drivers essential for autofocus and image stabilization, serving a wide spectrum of end-users across numerous industries. Established in 1992, ON Semiconductor Corporation is headquartered in Phoenix, Arizona.
ON Company Deck
ON Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call highlights a clear inflection with accelerating AI data center revenue (>30% QoQ; expected to double YoY in 2026), a strong Treo ramp (2.5x sequential growth), continued gross margin expansion to 38.5%, solid liquidity and aggressive shareholder returns. Offsetting these positives are one-time and GAAP-level restructuring charges, planned non-core exits (~$300M annualized), mixed unit-level performance (AMG and ISG declines QoQ), elevated inventory days, and near-term input-cost pressure and lead-time dynamics. Overall, the company presented multiple secular growth drivers (AI, Treo, GaN/SiC, energy storage) and improving operating leverage that outweigh the listed near-term challenges.View all ON earnings summariesON Revenue Breakdown
46.79% Power Solutions Group
37.73% Analog and Mixed-Signal Group
15.49% Intelligent Sensing Group
ON Stock 12 Month Forecast
Average Price Target
$114.40
▲(37.81% Upside)
Technical Analysis
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Ownership Overview
0.50% Insiders
39.63% Mutual Funds
0.95% Other Institutional Investors
25.64% Public Companies and Individual Investors