ON Semiconductor (ON) 주식 개요
온세미컨덕터는 홍콩, 싱가포르, 영국, 미국 및 전 세계에서 지능형 감지 및 전력 솔루션을 제공하고 있습니다. 자세히 보기
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Analyst Price Targets
ON Semiconductor Corporation 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$74.21 |
| 52주 최고가 | US$134.92 |
| 52주 최저가 | US$44.56 |
| 베타 | 2.02 |
| 1개월 변동 | -14.51% |
| 3개월 변동 | -36.14% |
| 1년 변동 | 43.12% |
| 3년 변동 | -19.62% |
| 5년 변동 | 63.10% |
| IPO 이후 변동 | 238.28% |
최근 뉴스 및 업데이트
내러티브 업데이트 • 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.Seeking Alpha • Aug 04
ON Semiconductor: Near-Term Headwinds, Long-Term Upside
Summary On Semiconductor Corp. (ON) is integral to electric vehicles, industrial automation, renewable energy, and data centers, focusing on electricity control and image sensors. Despite short-term headwinds like tariffs and factory underutilization, I previously rated ON a Buy due to improving fundamentals and long-term growth prospects. ON has outperformed the S&P 500 but lagged behind semiconductor ETFs such as SMH and SOXX after a late-spring peak. With Q2 2026 earnings released, the key question is whether ON remains a Buy amid evolving market dynamics. Read the full article on Seeking Alpha내러티브 업데이트 • 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.Recent updates
내러티브 업데이트 • 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.Seeking Alpha • Aug 04
ON Semiconductor: Near-Term Headwinds, Long-Term Upside
Summary On Semiconductor Corp. (ON) is integral to electric vehicles, industrial automation, renewable energy, and data centers, focusing on electricity control and image sensors. Despite short-term headwinds like tariffs and factory underutilization, I previously rated ON a Buy due to improving fundamentals and long-term growth prospects. ON has outperformed the S&P 500 but lagged behind semiconductor ETFs such as SMH and SOXX after a late-spring peak. With Q2 2026 earnings released, the key question is whether ON remains a Buy amid evolving market dynamics. Read the full article on Seeking Alpha내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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).분석 기사 • 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...내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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 Alpha주주 수익률
| ON | US Semiconductor | US 시장 | |
|---|---|---|---|
| 7D | -10.2% | -5.5% | -1.5% |
| 1Y | 43.1% | 55.8% | 17.8% |
수익률 대 산업: ON은 지난 1년 동안 55.8%의 수익을 기록한 US Semiconductor 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: ON은 지난 1년 동안 17.8%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| ON volatility | |
|---|---|
| ON Average Weekly Movement | 12.0% |
| Semiconductor Industry Average Movement | 12.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
안정적인 주가: ON의 주가는 지난 3개월 동안 US 시장보다 변동성이 컸습니다.
시간에 따른 변동성: ON의 주간 변동성(12%)은 지난 1년 동안 안정적이었지만 US 종목 중 상위 75%보다 높습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1992 | 22,635 | Hassane El-Khoury | www.onsemi.com |
온세미컨덕터는 홍콩, 싱가포르, 영국, 미국 및 전 세계에서 지능형 감지 및 전력 솔루션을 제공합니다. 이 회사는 세 가지 부문으로 운영됩니다: 전력 솔루션 그룹, 아날로그 및 혼합 신호 그룹, 지능형 감지 그룹입니다. 전력 솔루션 그룹 부문은 전력 스위칭, 신호 컨디셔닝 및 회로 보호 기술을 포함하여 전력 변환을 가능하게 하도록 설계된 개별, 모듈 및 통합 반도체 장치를 제공합니다.
ON Semiconductor Corporation 기초 지표 요약
| ON 기초 통계 | |
|---|---|
| 시가총액 | US$28.89b |
| 순이익 (TTM) | US$630.20m |
| 매출 (TTM) | US$6.20b |
45.8x
주가수익비율(P/E)4.7x
주가매출비율(P/S)ON는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| ON 손익계산서 (TTM) | |
|---|---|
| 매출 | US$6.20b |
| 매출원가 | US$3.55b |
| 총이익 | US$2.65b |
| 기타 비용 | US$2.02b |
| 순이익 | US$630.20m |
최근 보고된 실적
Jul 03, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 1.62 |
| 총이익률 | 42.78% |
| 순이익률 | 10.17% |
| 부채/자본 비율 | 61.6% |
ON의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/08/23 04:53 |
| 종가 | 2026/08/21 00:00 |
| 수익 | 2026/07/03 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
ON Semiconductor Corporation는 42명의 분석가가 다루고 있습니다. 이 중 29명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Tristan Gerra | Baird |
| Thomas O'Malley | Barclays |
| Brian Piccioni | BMO Capital Markets Equity Research |