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ON Semiconductor Corporation Stock Price

NasdaqGS:ON Community·US$29.6b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 238 Fair Values set on narratives written by author
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ON Share Price Performance

US$76.14
28.03 (58.26%)
​
US$107.68
Fair Value
US$76.14
28.03 (58.26%)
29.3% undervalued intrinsic discount
US$107.68
Fair Value
Price US$76.14
AnalystConsensusTarget US$107.68
AnalystHighTarget US$140.77
AnalystLowTarget US$85.00
Thu, 3 Sep 26
Fair ValueUS$107.68
Share Pricen/a

ON Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$107.68 29.3% undervalued intrinsic discount

Expanding EV And AI Markets In China Will Unlock Value

1users have liked this narrative
0users have commented on this narrative
117users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$140.77 45.9% undervalued intrinsic discount

Electrification And AI Will Ignite A New Era

1users have liked this narrative
0users have commented on this narrative
6users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$85 10.4% undervalued intrinsic discount

Geopolitical And Tariff Risks Will Compress Margins Despite EV Trends

0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
ON logo
ON Semiconductor
29.3% undervalued intrinsic discount

Expanding EV And AI Markets In China Will Unlock Value

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 3 Sep
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ON logo
ON Semiconductor
45.9% undervalued intrinsic discount

Electrification And AI Will Ignite A New Era

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AN
AnalystHighTarget
AnalystHighTarget
Updated 18 Aug
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ON logo
ON Semiconductor
10.4% undervalued intrinsic discount

Geopolitical And Tariff Risks Will Compress Margins Despite EV Trends

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AN
AnalystLowTarget
AnalystLowTarget
Updated 7 Jul
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Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystConsensusTarget
ON logo

ON: Index Additions And Buybacks Will Support AI Data Center Upside

Fair Value: US$107.68 29.3% undervalued intrinsic discount
117 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
ON logo

ON: AI Data Center Demand And Synaptics Deal Will Drive Upside

Fair Value: US$140.77 45.9% undervalued intrinsic discount
6 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
ON logo

ON: Synaptics Deal And Sector Weakness Will Likely Sustain Overvaluation Risk

Fair Value: US$85 10.4% undervalued intrinsic discount
2 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Flawless balance sheet with reasonable growth potential.

2 Risks
2 Rewards
View Full Analysis

ON Semiconductor Corporation Key Details

US$6.2b

Revenue

US$3.5b

Cost of Revenue

US$2.7b

Gross Profit

US$2.0b

Other Expenses

US$630.2m

Earnings

Last Reported Earnings
Jul 03, 2026
Next Reporting Earnings
n/a
1.62
42.78%
10.17%
61.6%
View Full Analysis

About ON

Founded
1992
Employees
22635
CEO
Hassane El-Khoury
WebsiteView website
www.onsemi.com

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

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
User avatar
Narrative Update • 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

No updates

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