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ON Semiconductor Community
NasdaqGS:ON Community
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ON Semiconductor
AN
AnalystLowTarget
Consensus Narrative from 30 Analysts
Global Trade Tensions And Regulatory Costs Will Impair Prospects
Key Takeaways Tightening trade barriers, evolving regulations, and tech cycles threaten ON Semiconductor's supply chain stability, cost structure, and ability to sustain growth. Dependence on volatile automotive markets and aggressive investment in new tech elevates risks of revenue swings and margin compression amid rising competition.
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US$35.62
FV
59.8% overvalued
intrinsic discount
0.027%
Revenue growth p.a.
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3 days ago
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ON Semiconductor
AN
AnalystHighTarget
Consensus Narrative from 30 Analysts
Silicon Carbide Leadership Will Drive EV, Automation And Renewables
Key Takeaways Technology leadership in automotive and industrial electrification, plus targeted product launches, position the company for strong future growth and margin expansion. Structural cost cuts and supply chain diversification increase profitability, operational resilience, and revenue stability in high-value, high-growth market segments.
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US$75.00
FV
24.1% undervalued
intrinsic discount
7.38%
Revenue growth p.a.
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3 days ago
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ON Semiconductor
AN
AnalystConsensusTarget
Consensus Narrative from 30 Analysts
Fab-Right And Silicon Carbide Expansion Will Unlock New Markets
Key Takeaways Fab-Right strategy and R&D investments are set to increase margins and enhance product differentiation as the market rebounds. Automotive and AI data center sectors are poised for revenue growth through silicon carbide innovations and operational efficiencies.
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US$58.00
FV
1.9% undervalued
intrinsic discount
4.02%
Revenue growth p.a.
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Your Valuation for
ON
ON
ON Semiconductor
Your Fair Value
US$
Current Price
US$56.92
17.8% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
8b
2015
2018
2021
2024
2025
2027
2030
Revenue US$8.1b
Earnings US$768.9m
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