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ON Semiconductor

Geopolitical And Tariff Risks Will Compress Margins Despite EV Trends

Published
14 Apr 25
Updated
13 Dec 25
Views
14
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AnalystLowTarget's Fair Value
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1Y
-18.7%
7D
-0.3%

Author's Valuation

US$43.2227.5% overvalued intrinsic discount

AnalystLowTarget Fair Value

Narrative
Updates5

Shared on 13 Dec 25

Fair value Increased 1.71%

ON: Higher GaN Expectations Will Likely Fail To Justify Current Price

Narrative Update Analysts have nudged their price target on ON Semiconductor higher to approximately 43.22 dollars from about 42.50 dollars, citing upgraded expectations for revenue growth, improved profit margins, and a slightly lower future price to earnings multiple, despite a modestly higher discount rate. What's in the News Extended strategic engagement with FORVIA HELLA, which will adopt onsemi PowerTrench T10 MOSFET technology across advanced automotive platforms, supporting higher efficiency and power density in a long term supply agreement (client announcement) Entered a strategic cooperation with InnoScience to combine InnoScience 8 inch GaN on silicon process with onsemi system packaging expertise, targeting rapid GaN adoption in EVs, AI, data centers, and industrial markets, with expected GaN sales of hundreds of millions of dollars (strategic alliance) Authorized a new share repurchase program of up to 6 billion dollars, valid through December 31, 2028, as part of an active capital return strategy (buyback transaction announcement) Updated fourth quarter 2025 guidance, projecting revenue of 1.48 to 1.58 billion dollars and diluted EPS of 0.56 to 0.66 dollars (corporate guidance) Announced that Teledyne Technologies selected the Treo 65nm analog and mixed signal platform for next generation infrared imaging ROICs, reinforcing onsemi role in aerospace and defense and leveraging its East Fishkill, NY trusted facility (client announcement) Valuation Changes Fair Value: increased slightly from approximately 42.50 dollars to about 43.22 dollars per share.
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Shared on 07 May 25

Fair value Increased 3.08%
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Shared on 30 Apr 25

Fair value Decreased 7.89%
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Shared on 23 Apr 25

Fair value Decreased 1.82%
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Shared on 16 Apr 25

Fair value Increased 38%
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