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ON Semiconductor Corporation Stock Price

NasdaqGS:ON Community·US$28.8b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 233 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

ON Share Price Performance

US$72.65
23.71 (48.45%)
​
US$113.52
Fair Value
US$72.65
23.71 (48.45%)
36.0% undervalued intrinsic discount
US$113.52
Fair Value
Price US$72.65
AnalystConsensusTarget US$113.52
AnalystLowTarget US$85.00
AnalystHighTarget US$140.77
Tue, 21 Jul 26
Fair ValueUS$113.52
Share Pricen/a

ON Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$113.52 36.0% undervalued intrinsic discount

Expanding EV And AI Markets In China Will Unlock Value

1users have liked this narrative
0users have commented on this narrative
114users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$85 14.5% 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
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$140.77 48.4% undervalued intrinsic discount

Electrification And AI Will Ignite A New Era

1users have liked this narrative
0users have commented on this narrative
5users have followed this narrative
ON logo
ON Semiconductor
48.4% 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
36.0% undervalued intrinsic discount

Expanding EV And AI Markets In China Will Unlock Value

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 21 Jul
Read Narrative
ON logo
ON Semiconductor
14.5% undervalued intrinsic discount

Geopolitical And Tariff Risks Will Compress Margins Despite EV Trends

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 7 Jul
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Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystHighTarget
ON logo

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

Fair Value: US$140.77 48.4% undervalued intrinsic discount
5 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
ON logo

ON: Synaptics Deal Will Drive AI Expansion Despite Market Volatility

Fair Value: US$113.52 36.0% undervalued intrinsic discount
114 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 14.5% 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

User avatar
Narrative Update • 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.
User avatar
Narrative Update • 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

No updates

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