ON Share Price Performance
US$0
-57.62 (-100.00%)
Price US$0
Fair ValueUS$103.97
Share Pricen/a
Seeking Alpha • Jul 07
ON Semiconductor Corporation Stock Price
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ON Community Narratives
AN
Fair Value
·Fair Value US$103.97 9.8% undervalued intrinsic discount
Expanding EV And AI Markets In China Will Unlock Value
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AN
Fair Value
·Fair Value US$145.49 35.5% undervalued intrinsic discount
Electrification And AI Will Ignite A New Era
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Fair Value
·Fair Value US$85 10.3% overvalued intrinsic discount
Geopolitical And Tariff Risks Will Compress Margins Despite EV Trends
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Geopolitical And Tariff Risks Will Compress Margins Despite EV Trends
Geopolitical tensions, trade rules, and the push to build more locally could raise costs for ON Semiconductor and make it harder to keep profits growing, even as electric vehicles and energy-saving tech expand. The key question is whether strong demand and big customer partnerships can outweigh tougher competition and a fast-changing technology landscape.Read more
AN
US$85
10.3% overvalued intrinsic discount
Fair Value
Revenue
9.71% p.a.
Profit Margin
27.59%
Future PE
18.33x
Price in 2029
US$117.45
Electrification And AI Will Ignite A New Era
ON Semiconductor could surprise investors if demand for electric cars and AI data centers rebounds faster than expected, because its production changes may let profits rise quickly. But big exposure to China and the car industry, plus tough competition and new-tech rollout risks, could also hold growth back.Read more
AN
US$145.49
35.5% undervalued intrinsic discount
Fair Value
Revenue
13.11% p.a.
Profit Margin
31.02%
Future PE
25.44x
Price in 2029
US$200.75
Expanding EV And AI Markets In China Will Unlock Value
ON Semiconductor is betting big on electric vehicles and the power-hungry world of AI, with new deals in China and a push into newer chip technologies that could lift profits as demand rebounds. But the story also hinges on factories running fuller and the company navigating tough competition and rising US–China tensions.Read more
AN
US$103.97
9.8% undervalued intrinsic discount
Fair Value
Revenue
10.28% p.a.
Profit Margin
26.74%
Future PE
22.67x
Price in 2029
US$142.94
Trending Discussion
Recently Updated Narratives
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ON: Synaptics Deal And Sector Weakness Will Likely Sustain Overvaluation Risk
Fair Value: US$85 10.3% overvalued intrinsic discount
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ON: AI Power Demand And GaN Power Tools Will Shape A Balanced Outlook
Fair Value: US$145.49 35.5% undervalued intrinsic discount
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ON: EV Exposure Will Drive Cautious Stance Despite Aggressive Buybacks
Fair Value: US$103.97 9.8% undervalued intrinsic discount
110 fair values setusers have set this as their fair value
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Snowflake Analysis
ON Semiconductor Corporation Key Details
About ON
- Founded
- 1992
- Employees
- 22635
- CEO
- WebsiteView website
ON Semiconductor Corporation provides intelligent sensing and power solutions in Hong Kong, Singapore, the United Kingdom, the United States, and internationally. It operates through three segments: Power Solutions Group, Analog and Mixed-Signal Group, and Intelligent Sensing Group. The Power Solutions Group segment offers discrete, module, and integrated semiconductor devices designed to enable power conversion, including power switching, signal conditioning, and circuit protection technologies. Its Analog and Mixed-Signal Group segment designs and develops analog and mixed-signal solutions, including power management, sensor interface, connectivity, and standard products for automotive, industrial automation, AI data centers, computing, and mobile end markets. The Intelligent Sensing Group segment develops complementary metal-oxide-semiconductor image sensors, image signal processors, short-wave infrared sensors, and other products, as well as photon-counting technologies, including single-photon avalanche diode arrays and silicon photomultiplier devices for depth sensing, factory automation, safety systems, and robotics industries. ON Semiconductor Corporation was incorporated in 1992 and is headquartered in Scottsdale, Arizona.
Recent ON News & Updates
Narrative Update • Jul 07
