ON Semiconductor Croissance future
Future contrôle des critères 4/6
ON Semiconductor devrait augmenter ses bénéfices et son chiffre d'affaires de 32.9% et de 11.6% par an respectivement. Le BPA devrait croître de de 34.1% par an. Le rendement des capitaux propres devrait être 27.7% dans 3 ans.
Informations clés
32.9%
Taux de croissance des bénéfices
34.10%
Taux de croissance du BPA
| Semiconductor croissance des bénéfices | 30.5% |
| Taux de croissance des recettes | 11.6% |
| Rendement futur des capitaux propres | 27.70% |
| Couverture par les analystes | Good |
| Dernière mise à jour | 03 Sep 2026 |
Mises à jour récentes de la croissance future
Recent updates
Seeking Alpha • Sep 04
Physical AI Series: Beyond Nvidia, Why ON Semiconductor Is My First Pick
Summary 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 earnings, with physical AI as an upside rather than a necessity. I rate ON a Buy, as valuation is reasonable relative to growth, and Synaptics integration offers further upside if executed effectively. Read the full article on Seeking Alpha
Mise à jour du récit • Sep 03
ON: Index Additions And Buybacks Will Support AI Data Center Upside
Analysts have adjusted their price target for ON Semiconductor to $107.68 from $113.52, citing updated assumptions for revenue growth, profit margins, and future P/E multiples that slightly change their view of the stock's risk and reward trade off. What’s in the News for ON Semiconductor ON Semiconductor issued earnings guidance for the third quarter of 2026, with expected revenue of US$1,650 million to US$1,750 million and diluted EPS of US$0.79 to US$0.91.
Mise à jour du récit • Aug 18
ON: AI Data Center Demand And Synaptics Deal Will Drive Upside
Analysts have trimmed their price target on ON Semiconductor to $140.77 from $149.41, citing updated assumptions that reflect slightly higher discount rates as well as marginally adjusted revenue growth and future P/E expectations. What’s in the News for ON Semiconductor ON Semiconductor reported that AI data center revenue more than doubled in Q2, with content per rack targeted at US$115,000 by 2030 compared with US$15,000 today, supported by verified NVIDIA MGX and AWS design wins and growth in China auto silicon carbide in the 60% to 70% range.Mise à jour du récit • Aug 04
ON: Upcoming Earnings And Synaptics Acquisition Will Support AI Power Demand
Analysts have raised their price target for ON Semiconductor from $145.49 to $149.41, citing updated assumptions for revenue growth, margins and future P/E that revise their assessment of the stock’s long term earnings potential. What’s in the News for ON Semiconductor ON Semiconductor is set to release its second quarter earnings report after the closing bell on Monday, Aug.Mise à jour du récit • Jul 21
ON: Synaptics Deal Will Drive AI Expansion Despite Market Volatility
Analysts have raised their price target for ON Semiconductor to $113.52 from $103.97, reflecting updated assumptions for revenue growth, profit margins, future P/E, and discount rate in their valuation work. What’s in the News for ON Semiconductor ON Semiconductor agreed to acquire Synaptics in an all stock transaction valued at about US$7b, with Synaptics shareholders set to receive 1.35 ON shares each, a 19% premium, and the deal targeted to close by mid 2027, subject to shareholder and regulatory approvals.
Mise à jour du récit • Jul 07
ON: Synaptics Deal And Sector Weakness Will Likely Sustain Overvaluation Risk
Analysts have raised their price target on ON Semiconductor from $73.15 to $85.00, citing updated assumptions regarding fair value, discount rate, revenue growth, profit margin, and future P/E. What’s in the News for ON Semiconductor ON Semiconductor agreed to acquire Synaptics in a US$7b all stock deal aimed at expanding its presence in AI enabled devices, physical AI, and edge AI applications.Mise à jour du récit • Jun 23
ON: AI Power Demand And GaN Power Tools Will Shape A Balanced Outlook
Analysts have slightly lifted their price target on ON Semiconductor to $145.49 from $141.01. This reflects updated assumptions around discount rate, revenue growth, profit margin, and future P/E that modestly adjust the stock's valuation outlook.Article d’analyse • Jun 20
ON Semiconductor (ON) Stock Has The Rally Run 17% Ahead Of Fair Value?
ON Semiconductor (ON) continues to attract investor attention after its recent trading sessions, with the stock last closing at $121.62 and showing sizeable total returns over the past year and longer horizons. See our latest analysis for ON Semiconductor. Across recent sessions, ON Semiconductor’s share price has moved sharply, with a 1-day share price return of 7.7% adding to a 90-day share price return of 105.23% and a 1-year total shareholder return of 130.25%. Together, these figures...Mise à jour du récit • Jun 07
ON: AI Power Demand And Buybacks Will Support A More Optimistic Outlook
Analysts now estimate ON Semiconductor's fair value at about $141, up from roughly $79. This reflects updated views on revenue growth, profit margins, discount rate and future P/E assumptions.Mise à jour du récit • May 24
ON: EV Exposure Will Drive Cautious Stance Despite Aggressive Buybacks
Analysts have raised their price target on ON Semiconductor to $103.97 from $68.28, citing updated assumptions for revenue growth, profit margins, and a higher future P/E multiple. What's in the News From January 1, 2026 to April 3, 2026, ON Semiconductor repurchased 5,709,322 shares, about 1.44% of its shares, for US$345.7 million under the buyback program announced on November 18, 2025, and completed this tranche of the repurchase (Key Developments).Article d’analyse • May 11
There May Be Reason For Hope In ON Semiconductor's (NASDAQ:ON) Disappointing Earnings
The market for ON Semiconductor Corporation's ( NASDAQ:ON ) shares didn't move much after it posted weak earnings...Mise à jour du récit • May 07
ON: 2026 Guidance And Buybacks Will Likely Reinforce Ongoing Overvaluation Risk
Analysts have raised their price target for ON Semiconductor from $56.00 to about $73.15, citing updated assumptions for fair value, discount rate, revenue growth, profit margins, and a higher future P/E multiple. What's in the News onsemi issued revenue guidance for the first quarter of 2026 in a range of $1,435 million to $1,535 million and diluted EPS guidance of $0.28 to $0.38 per share (company guidance).Mise à jour du récit • Apr 21
ON: Buybacks And Analyst Day Will Likely Mask Ongoing Overvaluation Risk
Analysts have maintained their $56.00 price target for ON Semiconductor, with updated assumptions around the discount rate, revenue growth, profit margins, and future P/E helping to support this unchanged view. What's in the News Onsemi announced a design win with Sineng Electric, supplying its latest hybrid power integrated module using FS7 IGBT and EliteSiC technology for Sineng’s 430 kW liquid cooled energy storage systems and 320 kW utility scale solar string inverter (Key Developments).Mise à jour du récit • Apr 07
ON: Buybacks And Energy Storage Wins Will Shape Fairly Balanced Outlook
Analysts have made only a small adjustment to their price target for ON Semiconductor, now implying fair value of about $68.28 per share compared with the prior $68.20. This change reflects slightly higher expected profit margins along with a modestly lower future P/E assumption.Mise à jour du récit • Mar 24
ON: Buybacks And Analyst Day Will Likely Temper Fairly Balanced Outlook
Analysts are maintaining their $56.00 price target on ON Semiconductor, citing updated assumptions that now reflect neutral changes to revenue growth at 7.15%, profit margin at 22.40%, the discount rate at 11.11%, and a forward P/E of 15.34x. What's in the News onsemi plans an Analyst and Investor Day to outline updates on company strategy, growth initiatives, recent product developments, and its long term financial plan (company event) The company issued new earnings guidance for Q1 2026, expecting revenue between US$1,435 million and US$1,535 million and diluted EPS between US$0.28 and US$0.38 (company guidance) Between November 1, 2025 and February 4, 2026, onsemi repurchased 2,900,000 shares, about 0.72% of shares, for US$175.6 million under a buyback announced on November 18, 2025 (company filing) Between October 4, 2025 and December 31, 2025, onsemi repurchased 8,779,695 shares, about 2.17% of shares, for US$450.13 million.Mise à jour du récit • Mar 09
ON: Future Auto Pipeline And Buyback Activity Will Likely Temper Expectations
Analysts have raised their price target on ON Semiconductor from $44.08 to $56.00, citing updated assumptions around revenue growth, profit margins, discount rates and future P/E that they believe more accurately reflect the company's current risk and return profile. What's in the News onsemi scheduled an Analyst and Investor Day to provide updates on its company strategy, growth initiatives, product pipeline and long term financial plan (Key Developments).Mise à jour du récit • Feb 23
ON: Buybacks And Automotive Partnerships Will Shape Fairly Balanced Prospects
Analysts have raised their price target for ON Semiconductor to $68.20 from $63.00, citing updated assumptions that include adjusted revenue growth, profit margin, discount rate, and forward P/E expectations. What's in the News ON Semiconductor completed a share repurchase of 2,900,000 shares, or 0.72% of shares, for US$175.6 million under the buyback announced on November 18, 2025.Mise à jour du récit • Feb 09
ON: GaN Cooperation And Buyback Plan Will Support A More Optimistic Outlook
Analysts have nudged their fair value estimate for ON Semiconductor from US$76.53 to US$78.63, reflecting updated assumptions for slightly higher revenue growth, a modestly stronger profit margin, a somewhat lower discount rate, and a similar future P/E multiple. What's in the News ON Semiconductor has been removed from the NASDAQ-100 Index, which may affect index fund ownership and trading activity in the shares (Key Developments).Mise à jour du récit • Jan 25
ON: Buybacks And Automotive Wins Will Shape Balanced Prospects Ahead
Analysts have lifted their price target for ON Semiconductor to US$63.00 from US$58.70, citing updated assumptions around the discount rate, revenue growth, profit margins, and future P/E that collectively support a higher fair value estimate. What's in the News ON Semiconductor has been removed from the NASDAQ-100 Index, which can affect index-linked fund ownership and trading volumes for the stock.Mise à jour du récit • Jan 11
ON: Future GaN Partnership Will Support A More Optimistic Outlook
The analyst price target for ON Semiconductor has moved from US$70.00 to about US$76.53. Analysts point to updated assumptions for revenue growth, profit margins, discount rates and future P/E to support the new view.Mise à jour du récit • Dec 27
ON: Future GaN And Buyback Tailwinds Will Likely Disappoint Expectations
Narrative Update on Analyst Price Target for ON Semiconductor Analysts have modestly raised their price target for ON Semiconductor by approximately $0.86, reflecting slightly higher expectations for fair value, revenue growth, profit margins, and future earnings multiples. What's in the News ON Semiconductor was removed from the NASDAQ 100 Index, potentially affecting index fund ownership and trading dynamics (Index Constituent Drops).Mise à jour du récit • Dec 13
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.Mise à jour du récit • Nov 27
ON: Share Repurchases Will Drive Bullish Momentum Over The Next Year
Analysts have slightly increased their price target for ON Semiconductor from $58.67 to $58.70, citing optimism around improving revenue growth projections. This change comes despite minor adjustments in profitability estimates.Mise à jour du récit • Nov 06
ON: Share Buybacks And Revenue Outlook Will Drive Upside Potential
Analysts have raised their price target for ON Semiconductor from $57.53 to $58.67. This reflects improved revenue growth expectations, despite a slightly increased discount rate and a modest decline in anticipated profit margin.Seeking Alpha • Mar 04
ON Semiconductor: More Pain Ahead, Pending Growth Catalysts
Summary As highlighted by numerous analog market players, ON is likely to face further recovery headwinds, as similarly observed in its FQ4'24 miss and underwhelming FQ1'25 guidance. Combined with the heightened inventory levels and deteriorating gross profit margins, it is unsurprising that the stock has been sold off as it has. As observed during the worst PC demand destruction in 2022 and the memory chip inventory glut in 2023, the analog chip market bottoming is unlikely to occur anytime soon. With the recent JFET acquisition only expected to yield a $1.3B in data center addressable market, ON's prospects remain mixed, worsened by the potential impact of increased import tariffs on its bottom lines. With our historical Buy ratings failing to perform as expected and the stock charting lower lows/ highs, it remains to be seen when we may see a floor materialize. Read the full article on Seeking AlphaPrévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 12/31/2028 | 8,392 | 2,153 | 2,457 | 2,881 | 17 |
| 12/31/2027 | 7,405 | 1,643 | 2,030 | 2,387 | 29 |
| 12/31/2026 | 6,560 | 877 | 1,617 | 1,818 | 29 |
| 7/3/2026 | 6,198 | 630 | 1,500 | 1,672 | N/A |
| 4/3/2026 | 6,063 | 574 | 1,181 | 1,397 | N/A |
| 12/31/2025 | 5,995 | 121 | 1,419 | 1,760 | N/A |
| 10/3/2025 | 6,188 | 319 | 1,356 | 1,785 | N/A |
| 7/4/2025 | 6,399 | 466 | 1,287 | 1,832 | N/A |
| 4/4/2025 | 6,665 | 634 | 1,402 | 2,010 | N/A |
| 12/31/2024 | 7,082 | 1,573 | 1,212 | 1,906 | N/A |
| 9/27/2024 | 7,378 | 1,756 | 1,047 | 1,938 | N/A |
| 6/28/2024 | 7,797 | 1,937 | 877 | 2,039 | N/A |
| 3/29/2024 | 8,156 | 2,175 | 633 | 2,067 | N/A |
| 12/31/2023 | 8,253 | 2,184 | 438 | 1,978 | N/A |
| 9/29/2023 | 8,339 | 2,225 | 593 | 2,098 | N/A |
| 6/30/2023 | 8,350 | 1,955 | 1,169 | 2,533 | N/A |
| 3/31/2023 | 8,341 | 1,834 | 1,363 | 2,563 | N/A |
| 12/31/2022 | 8,326 | 1,902 | 1,597 | 2,633 | N/A |
| 9/30/2022 | 8,069 | 1,724 | 1,616 | 2,528 | N/A |
| 7/1/2022 | 7,618 | 1,722 | 1,244 | 1,975 | N/A |
| 4/1/2022 | 7,203 | 1,450 | 1,454 | 2,042 | N/A |
| 12/31/2021 | 6,740 | 1,010 | 1,290 | 1,782 | N/A |
| 10/1/2021 | 6,340 | 673 | 1,043 | 1,556 | N/A |
| 7/2/2021 | 5,915 | 524 | 808 | 1,270 | N/A |
| 4/2/2021 | 5,459 | 338 | 508 | 937 | N/A |
| 12/31/2020 | 5,255 | 234 | 401 | 884 | N/A |
| 10/2/2020 | 5,211 | 202 | 196 | 576 | N/A |
| 7/3/2020 | 5,275 | -20 | 225 | 654 | N/A |
| 4/3/2020 | 5,409 | 84 | N/A | 723 | N/A |
| 12/31/2019 | 5,518 | 212 | N/A | 695 | N/A |
| 9/27/2019 | 5,619 | 321 | N/A | 1,024 | N/A |
| 6/28/2019 | 5,779 | 548 | N/A | 1,140 | N/A |
| 3/29/2019 | 5,887 | 602 | N/A | 1,186 | N/A |
| 12/31/2018 | 5,878 | 627 | N/A | 1,274 | N/A |
| 9/28/2018 | 5,753 | 992 | N/A | 1,078 | N/A |
| 6/29/2018 | 5,602 | 934 | N/A | 1,048 | N/A |
| 3/30/2018 | 5,484 | 872 | N/A | 1,112 | N/A |
| 12/31/2017 | 5,543 | 811 | N/A | 1,094 | N/A |
| 9/29/2017 | 5,427 | 392 | N/A | 1,099 | N/A |
| 6/30/2017 | 4,987 | 293 | N/A | 904 | N/A |
| 3/31/2017 | 4,526 | 224 | N/A | 675 | N/A |
| 12/31/2016 | 3,907 | 182 | N/A | 581 | N/A |
| 9/30/2016 | 3,486 | 125 | N/A | 509 | N/A |
| 7/1/2016 | 3,440 | 162 | N/A | 505 | N/A |
| 4/1/2016 | 3,442 | 187 | N/A | 502 | N/A |
| 12/31/2015 | 3,496 | 206 | N/A | 471 | N/A |
| 10/2/2015 | 3,520 | 152 | N/A | 476 | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de ON ( 32.9% par an) est supérieure au taux d'épargne ( 3.7% ).
Bénéfices vs marché: Les bénéfices de ON ( 32.9% par an) devraient croître plus rapidement que le marché US ( 17.3% par an).
Croissance élevée des bénéfices: Les bénéfices de ON devraient augmenter de manière significative au cours des 3 prochaines années.
Chiffre d'affaires vs marché: Le chiffre d'affaires de ON ( 11.6% par an) devrait croître plus lentement que le marché de US ( 13.5% par an).
Croissance élevée des revenus: Le chiffre d'affaires de ON ( 11.6% par an) devrait croître plus lentement que 20% par an.
Prévisions de croissance du bénéfice par action
Rendement futur des capitaux propres
ROE futur: Le retour sur capitaux propres de ON devrait être élevé dans 3 ans ( 27.7 %)
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/10 06:34 |
| Cours de l'action en fin de journée | 2026/09/10 00:00 |
| Les revenus | 2026/07/03 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
ON Semiconductor Corporation est couverte par 42 analystes. 29 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Tristan Gerra | Baird |
| Thomas O'Malley | Barclays |
| Brian Piccioni | BMO Capital Markets Equity Research |