ON Semiconductor（ON）株式概要
オン・セミコンダクター・コーポレーションは、香港、シンガポール、英国、米国、および海外でインテリジェント・センシングおよびパワー・ソリューションを提供しています。 詳細
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Analyst Price Targets
ON Semiconductor Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$69.98 |
| 52週高値 | US$134.92 |
| 52週安値 | US$44.56 |
| ベータ | 2 |
| 1ヶ月の変化 | -5.70% |
| 3ヶ月変化 | -40.22% |
| 1年変化 | 35.88% |
| 3年間の変化 | -25.92% |
| 5年間の変化 | 41.43% |
| IPOからの変化 | 219.00% |
最新ニュース
ナラティブ更新 • Sep 17
ON: Embedded Power And Policy Shifts Will Likely Sustain Balanced Risk Profile
Analysts have reduced their fair value estimate for ON Semiconductor stock from $85.00 to $75.00, citing updated assumptions on the discount rate, revenue growth, profit margin, and future P/E. What's in the News for ON Semiconductor onsemi introduced its Embedded Power Platform, which uses the silicon wafer as the package to combine multiple power devices into a single device and target AI data centers, electric vehicles and industrial markets.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
ナラティブ更新 • 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.Recent updates
ナラティブ更新 • Sep 17
ON: Embedded Power And Policy Shifts Will Likely Sustain Balanced Risk Profile
Analysts have reduced their fair value estimate for ON Semiconductor stock from $85.00 to $75.00, citing updated assumptions on the discount rate, revenue growth, profit margin, and future P/E. What's in the News for ON Semiconductor onsemi introduced its Embedded Power Platform, which uses the silicon wafer as the package to combine multiple power devices into a single device and target AI data centers, electric vehicles and industrial markets.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ナラティブ更新 • 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.
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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).分析記事 • 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...ナラティブ更新 • 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).ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.株主還元
| ON | US Semiconductor | US 市場 | |
|---|---|---|---|
| 7D | -2.3% | 3.1% | -0.1% |
| 1Y | 35.9% | 52.7% | 11.9% |
業界別リターン: ON過去 1 年間で52.7 % の収益を上げたUS Semiconductor業界を下回りました。
リターン対市場: ON過去 1 年間で11.9 % の収益を上げたUS市場を上回りました。
価格変動
| ON volatility | |
|---|---|
| ON Average Weekly Movement | 10.8% |
| Semiconductor Industry Average Movement | 11.1% |
| Market Average Movement | 6.8% |
| 10% most volatile stocks in US Market | 15.1% |
| 10% least volatile stocks in US Market | 2.9% |
安定した株価: ONの株価は、 US市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: ONの weekly volatility ( 11% ) は過去 1 年間安定していますが、依然としてUSの株式の 75% よりも高くなっています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1992 | 22,635 | Hassane El-Khoury | www.onsemi.com |
オン・セミコンダクター・コーポレーションは、香港、シンガポール、英国、米国、および海外でインテリジェント・センシングおよびパワー・ソリューションを提供しています。3つのセグメントで事業を展開しています：パワー・ソリューション・グループ、アナログ・ミックスドシグナル・グループ、インテリジェント・センシング・グループです。パワー・ソリューション・グループは、パワー・スイッチング、シグナル・コンディショニング、回路保護技術など、電力変換を可能にするディスクリート、モジュール、集積半導体デバイスを提供している。アナログ・ミックスドシグナル・グループ部門は、車載、産業オートメーション、AIデータセンター、コンピューティング、モバイルの各エンド市場向けに、パワーマネジメント、センサー・インターフェース、コネクティビティ、標準製品などのアナログ・ミックスドシグナル・ソリューションの設計・開発を行っている。インテリジェント・センシング・グループ部門は、相補型金属酸化膜半導体イメージ・センサ、イメージ・シグナル・プロセッサ、短波長赤外線センサなどの製品、および深度センシング、ファクトリ・オートメーション、安全システム、ロボット産業向けの単一光子アバランシェ・ダイオード・アレイやシリコン光電子増倍素子などの光子計数技術を開発しています。オン・セミコンダクター・コーポレーションは1992年に設立され、アリゾナ州スコッツデールに本社を置いています。
ON Semiconductor Corporation 基礎のまとめ
| ON 基礎統計学 | |
|---|---|
| 時価総額 | US$27.24b |
| 収益（TTM） | US$630.20m |
| 売上高(TTM) | US$6.20b |
43.2x
PER（株価収益率4.4x
P/SレシオON は割高か？
公正価値と評価分析を参照収益と収入
| ON 損益計算書（TTM） | |
|---|---|
| 収益 | US$6.20b |
| 売上原価 | US$3.55b |
| 売上総利益 | US$2.65b |
| その他の費用 | US$2.02b |
| 収益 | US$630.20m |
直近の収益報告
Jul 03, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 1.62 |
| グロス・マージン | 42.78% |
| 純利益率 | 10.17% |
| 有利子負債／自己資本比率 | 61.6% |
ON の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/09/21 07:36 |
| 終値 | 2026/09/18 00:00 |
| 収益 | 2026/07/03 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
ON Semiconductor Corporation 29 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。42
| アナリスト | 機関 |
|---|---|
| Tristan Gerra | Baird |
| Thomas O'Malley | Barclays |
| Brian Piccioni | BMO Capital Markets Equity Research |