Price
No data yet.
Social Signal Score
Analyst Ratings
47 analystsRevenue
$1.60B+68.63%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Hassane S. El-Khoury
- Sector
- Technology
- Industry
- Semiconductors
- Employees
- 22,600
- Beta
- 2.00
- Country
- US
- Piotroski score
- 7 / 9 (Strong)
- Altman Z-score
- 5.15
Financials
Revenue
$1.60B+68.6%Net Income
$226.80M+2145.5%EBITDA
$425.90M+95.5%Free Cash Flow
$425.40M+339.5%EPS (diluted)
$0.56+2700.0%Shares Outstanding (diluted)
404.40M-3.7%Operating Expenses
$306.00MCash & Debt
$3.86BReturn of Capital
$344.80MRevenue by Segment (annual)
$6.00BQuote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $6.00B | $121.00M | $0.29 |
| 2024 | $7.08B | $1.57B | $3.68 |
| 2023 | $8.25B | $2.18B | $5.07 |
| 2022 | $8.33B | $1.90B | $4.39 |
| 2021 | $6.74B | $1.01B | $2.37 |
| 2020 | $5.25B | $234.20M | $0.57 |
| 2019 | $5.52B | $211.70M | $0.52 |
| 2018 | $5.88B | $627.40M | $1.48 |
| 2017 | $5.54B | $810.70M | $1.92 |
| 2016 | $3.91B | $182.10M | $0.44 |
| 2015 | $3.50B | $206.20M | $0.49 |
| 2014 | $3.16B | $189.70M | $0.44 |
| 2013 | $2.78B | $150.40M | $0.37 |
| 2012 | $2.89B | $-97.20M | $-0.20 |
Valuation
Project earnings forward and see what return today's price implies.
EPS was negative in at least one boundary year, so a compound growth rate can't be computed from it. Set your own assumption.
- EPS in 5 years
- $0.43
- Implied price
- $7.79
- Return from $84.89
- -38.0% a year
To earn 15.0% a year on these assumptions you'd need to buy at $3.87 — -95.4% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 12 | 15 | 18 | 21 | 24 |
|---|---|---|---|---|---|
| -2.0% | -48.1% | -45.7% | -43.7% | -42.0% | -40.4% |
| 3.0% | -45.5% | -43.0% | -40.9% | -39.0% | -37.4% |
| 8.0% | -42.8% | -40.2% | -38.0% | -36.0% | -34.3% |
| 13.0% | -40.2% | -37.4% | -35.1% | -33.1% | -31.3% |
| 18.0% | -37.5% | -34.7% | -32.2% | -30.1% | -28.2% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
50+66.67%Social Signal Score
Mentions (28)
- Newsbenzinga.com·20h ago·Neutral
ON Semiconductor's Recovery Is Taking Shape — But Stifel Isn't Sold Yet Stifel analyst Tore Svanberg raised the price target for ON Semiconductor (NASDAQ:ON) from $75 to $80. With the inventory correction largely complete but demand recovery still developing, the analyst maintained the Hold rating on the stock.
View source ↗ - News (Marketaux)financefeeds.com·3d ago·Neutral
Synaptics Up 14.08% on ON Semiconductor’s $123, $5.7 Billion Bid Synaptics Up 14.08% on ON Semiconductor?[+227 characters]
View source ↗ - News (Marketaux)gurufocus.com·3d ago·Positive
U.S. Stocks Rally on Weak Jobs Report; ON Semiconductor (ON) Shares Jump 7% Among notable movers, ON Se[+309 characters]
View source ↗ - News (RSS)seekingalpha·5d ago·Negative
ON Semiconductor Is No Longer Just A Cyclical Chipmaker
View source ↗ - Newsseekingalpha.com·5d ago·Positive
ON Semiconductor Is No Longer Just A Cyclical Chipmaker ON Semiconductor is executing a successful turnaround, driven by its Fab Right strategy and AI-driven demand tailwinds. AI data center and SiC products are structural growth engines, with management expecting AI data center revenue to more than double by 2026. ON is undervalued versus peers, with a FWD PEG of 0.68x and leading FCF margins, while cost savings and higher utilization drive margin expansion.
View source ↗ - News247wallst.com·8d ago·Neutral
Prediction: ON Semiconductor Could Be a Sleeper AI Infrastructure Winner Our 24/7 Wall St. price target for ON Semiconductor (NASDAQ:ON | ON Price Prediction) is $95.90 over the next 12 months. That points to 24.23% upside from the current $77.20 share price.
View source ↗ - Newsproactiveinvestors.com·12d ago·Positive
Onsemi well positioned for rising data center power demand, Jefferies says Onsemi (NASDAQ:ON) is well positioned to benefit from rising data center power demand, Jefferies said, arguing that investor concerns about margins following the semiconductor maker's recent analyst day were overstated. The broker said Onsemi (NASDAQ:ON)'s 53% gross margin target should be viewed as a milestone rather than a ceiling, with margins potentially rising as volumes increase, costs fall and differentiated data c…
View source ↗ - News (Marketaux)finance.yahoo.com·12d ago·Negative
Nasdaq rally hasn't stopped these tech stocks from flashing warning signs GlobalFoundries (GFS), KLA (KLAC), and <[+293 characters]
View source ↗ - Newsfool.com·12d ago·Positive
Here's How ON Semiconductor Is Targeting a $213 Billion AI Power Opportunity ON Semiconductor is shifting toward integrated AI power solutions in response to changes in its end markets. Management projects strong revenue and margin growth through 2030, but market skepticism still persists.
View source ↗ - News247wallst.com·18d ago·Positive
ON Semiconductor Has Cratered for 3 Months: This Wall Street Pro Remains Bullish, Citing 120% Returns for Buyers ON Semiconductor shed nearly half its value in three months while its peers barely flinched, yet one Wall Street analyst just doubled down with the most aggressive price target on the Street.
View source ↗ - News (RSS)seekingalpha·19d ago·Neutral
ON Semiconductor Corporation (ON) Analyst/Investor Day - Slideshow
View source ↗ - News (Marketaux)seekingalpha.com·19d ago·Neutral
ON Semiconductor Corporation (ON) Analyst/Investor Day - Slideshow (NASDAQ:ON) 2026-09-17 ON Semiconductor Corporation (ON) Analyst/Investor Day - Slideshow (NASDAQ:ON) 2026-09-17
View source ↗ - News (RSS)seekingalpha·19d ago·Positive
ON Semiconductor Corporation (ON) Analyst/Investor Day Transcript
View source ↗ - Newsmarketbeat.com·19d ago·Neutral
onsemi Targets $2.5B AI Data-Center Revenue, Sets Ambitious 2030 Margin Goals onsemi NASDAQ: ON outlined a strategy centered on power-density technologies for artificial intelligence data centers, electric vehicles, industrial systems and “Physical AI,” while setting long-term revenue, margin and free-cash-flow targets through 2030.
View source ↗ - Newsyoutube.com·19d ago·Neutral
ON Semiconductor CEO Hassane El-Khoury: Compute will be at the center of everything we do Hassane El-Khoury, ON Semiconductor president and CEO, sits down with CNBC's Kristina Partsinevelos to discuss Investor Day 2026, the company's total addressable market, AI spending outlook, and more.
View source ↗ - Newsglobenewswire.com·19d ago·Positive
onsemi Charts Path to Power the Next Decade of Innovation SCOTTSDALE, Ariz., Sept. 16, 2026 (GLOBE NEWSWIRE) -- onsemi (NASDAQ: ON) today outlined its long-term growth strategy to lead one of the largest and most consequential technology shifts of the next decade by solving the growing power constraints limiting the advancement of AI, electrification and automation.
View source ↗ - Newsglobenewswire.com·19d ago·Neutral
onsemi Introduces the Embedded Power Platform, a Breakthrough Architecture for the AI Era Platform uses silicon wafer itself as the package and introduces a highly integrated approach to power system design across automotive, industrial, and AI
View source ↗ - News (RSS)seekingalpha·24d ago·Negative
ON Semiconductor rebounds after recent weakness, jumps 8%
View source ↗ - News (RSS)seekingalpha·25d ago·Neutral
ON Semiconductor: The Hidden AI Power Play Hiding Behind 9% Growth
View source ↗ - Newsseekingalpha.com·27d ago·Positive
Onsemi's Investor Day Next Week Could Change Everything On Semiconductor (ON) is positioned for a potential re-rating ahead of its Investor Day 2026, driven by a massive TAM upgrade to $213B by 2030. The $7B Synaptics acquisition expands ON's TAM by 233%, despite a 12-14% shareholder dilution and balance sheet concerns. ON's growth hinges on capitalizing on the AI data center shift to 800V DC power, with management targeting higher fab utilization and gross margins.
View source ↗ - Newsseekingalpha.com·28d ago·Positive
ON Semiconductor's Bull Trap Over: Brilliant AI-Driven Portfolio Renewal The data center diversification and legacy business exits have driven ON's accelerated growth prospects beyond the mixed automotive/softer industrial demand. The new product launches, expanded customer wins, and accretive M&As underpin their growing data center opportunities of $115K per rack by 2030. ON's transformation is also evident from the accelerating FQ3'26 growth guidance, beyond the decent H1'26 numbers and trough…
View source ↗ - Newsseekingalpha.com·32d ago·Positive
Physical AI Series: Beyond Nvidia, Why ON Semiconductor Is My First Pick ON Semiconductor is positioned as a key enabler of physical AI, focusing on power, sensing, and control layers essential for robotics and automation. ON's proposed Synaptics acquisition strategically fills its edge compute and tactile sensing gap, making its semiconductor stack more complete for physical AI applications. Current AI data center revenue acceleration and a recovering core business underpin ON's near-term earni…
View source ↗ - News (RSS)seekingalpha·39d ago·Positive
ON Semiconductor Corporation (ON) Presents at Deutsche Bank 2026 Technology Conference Transcript
View source ↗ - Newsmarketbeat.com·39d ago·Neutral
onsemi Says Auto Demand Has Bottomed as AI Data Centers Accelerate Growth onsemi NASDAQ: ON executives said demand conditions have improved across the company's end markets, with automotive appearing to have reached a bottom in the first quarter and artificial intelligence data-center demand providing a significant source of growth.
View source ↗ - News (Marketaux)finance.yahoo.com·49d ago·Neutral
Power Semis Soar Monday: Wolfspeed, STMicro and On Semiconductor Rally on Vera Rubin Ramp Signals Power semiconductor stocks are pushing h[+201 characters]
View source ↗ - Newsmarketbeat.com·51d ago·Positive
onsemi Boosts Utilization as AI Data Center Revenue Set to More Than Double onsemi NASDAQ: ON executives said the company is increasing factory utilization to meet stronger demand in AI data center markets while maintaining its longer-term focus on automotive and industrial customers.
View source ↗ - News247wallst.com·53d ago·Positive
Why I've Begun Accumulating ON Semiconductor ON Semiconductor keeps making the case for accumulation, and the Q2 2026 report only strengthened it.
View source ↗ - News247wallst.com·57d ago·Negative
Why One Prominent Analyst Expects 85% Returns for ON Semiconductor Despite Current Turmoil ON Semiconductor (NASDAQ:ON | ON Price Prediction) currently trades at $81.17, while the Wall Street consensus price target sits at $108.88, leaving roughly 34% of implied upside.
View source ↗
Earnings
Mon, Nov 2(in 4 weeks)
Consensus estimate $0.88 per share
Typical surprise +3.5% (median, so one quarter with a near-zero estimate can't distort it)
- Mon, Aug 3$0.74 vs $0.71beat
- Mon, May 4$0.64 vs $0.61beat
- Mon, Feb 9$0.64 vs $0.62beat
- Mon, Nov 3$0.63 vs $0.59beat
- Mon, Aug 4$0.53 vs $0.53miss
- Mon, May 5$0.55 vs $0.50beat
Estimates and results for ON via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by ON officers and directors.
- Bought
- —
- Sold
- $22.8m
0 trades
18 trades
- Gopalswamy Sudhirsold
- Thad Trentsold
- Thad Trentsold
- Thad Trentsold
- Gopalswamy Sudhirsold
- Keeton Simonsold
- Keeton Simonsold
- El-khoury Hassanesold
82 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Ro Khannahouse · CA17 · disclosed Jun 11, 2026 (41d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Feb 10, 2026 (12d later)Sell$1,001 - $15,000
- Julie Johnsonhouse · TX32 · disclosed May 15, 2025 (44d later)Sell$1,001 - $15,000
- Robert P. Bresnahanhouse · PA08 · disclosed Mar 28, 2025 (31d later)Sell$1,001 - $15,000
- Julie Johnsonhouse · TX32 · disclosed Mar 13, 2025 (29d later)Buy$1,001 - $15,000
- Robert P. Bresnahanhouse · PA08 · disclosed Mar 7, 2025 (24d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Oct 8, 2024 (29d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Oct 8, 2024 (29d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Apr 5, 2024 (16d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Apr 5, 2024 (11d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Mar 6, 2024 (22d later)Buy$1,001 - $15,000
- Josh S. Gottheimerhouse · NJ05 · disclosed Feb 15, 2024 (35d later)Buy$1,001 - $15,000
- Josh S. Gottheimerhouse · NJ05 · disclosed Feb 15, 2024 (21d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Feb 5, 2024 (26d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Feb 5, 2024 (26d later)Buy$1,001 - $15,000
- Josh S. Gottheimerhouse · NJ05 · disclosed Jan 7, 2024 (27d later)Sell$1,001 - $15,000
- Josh S. Gottheimerhouse · NJ05 · disclosed Nov 11, 2023 (15d later)Buy$1,001 - $15,000
- Josh S. Gottheimerhouse · NJ05 · disclosed Nov 11, 2023 (26d later)Buy$1,001 - $15,000
- Susie Leehouse · NV03 · disclosed May 26, 2023 (17d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed May 8, 2023 (28d later)Sell$15,001 - $50,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.