ON Share Price Performance
US$44.90
-23.57 (-34.42%)
23.5% undervalued intrinsic discount
US$58.67
Fair Value
Price US$44.90
AnalystConsensusTarget US$58.67
AnalystLowTarget US$38.50
AnalystHighTarget US$70.86
Fair ValueUS$58.67
Share Pricen/a
ON Semiconductor Corporation Stock Price
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ON Community Narratives
AN
Fair Value US$58.67 23.5% undervalued intrinsic discount
Expanding EV And AI Markets In China Will Unlock Value
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Fair Value US$42.5 5.7% overvalued intrinsic discount
Geopolitical And Tariff Risks Will Compress Margins Despite EV Trends
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Fair Value US$70 35.9% undervalued intrinsic discount
Electrification And AI Will Ignite A New Era
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Expanding EV And AI Markets In China Will Unlock Value
Key Takeaways Expanding automotive and AI partnerships, plus investments in silicon carbide and power solutions, position ON Semiconductor for sustained growth and improved margins in structural markets. Portfolio streamlining and manufacturing efficiency initiatives are expected to boost profitability and cash flow through a better product mix and operational leverage.Read more
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AN
US$58.67
23.5% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
6.83% p.a.
Profit Margin
24.57%
Future PE
14.75x
Share price in 2028
US$80.51
Geopolitical And Tariff Risks Will Compress Margins Despite EV Trends
Key Takeaways Rising geopolitical tensions, supply chain localization, and regulatory uncertainty are likely to raise costs and compress profitability for ON Semiconductor over the long term. Market overcapacity, intense competition, and technological disruption risk margin erosion, revenue volatility, and delayed improvement in cash flow and earnings.Read more
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AN
US$42.5
5.7% overvalued intrinsic discount
AnalystLowTarget Fair Value
Revenue growth
2.13% p.a.
Profit Margin
24.98%
Future PE
12.27x
Share price in 2028
US$57.64
Electrification And AI Will Ignite A New Era
Key Takeaways Structural manufacturing improvements and rapid utilization recovery could yield outsized margin and earnings gains, well beyond current market expectations. Dominance in EV, AI data centers, and industrial sensing, alongside a resilient global supply chain, sets ON to far outperform on growth and profitability.Read more
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AN
US$70
35.9% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue growth
7.22% p.a.
Profit Margin
32.93%
Future PE
13.25x
Share price in 2028
US$94.94
Recently Updated Narratives
AN
Expanding EV And AI Markets In China Will Unlock Value
Fair Value: US$58.67 23.5% undervalued intrinsic discount
102 followersusers have followed this narrative
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AN
Geopolitical And Tariff Risks Will Compress Margins Despite EV Trends
Fair Value: US$42.5 5.7% overvalued intrinsic discount
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AN
Electrification And AI Will Ignite A New Era
Fair Value: US$70 35.9% undervalued intrinsic discount
3 followersusers have followed this narrative
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Snowflake Analysis
ON Semiconductor Corporation Key Details
About ON
- Founded
- 1992
- Employees
- 26445
- CEO
- WebsiteView website
ON Semiconductor Corporation provides intelligent sensing and power solutions in Hong Kong, Singapore, the United Kingdom, the United States, and internationally. The company 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 products that perform multiple application functions, including power switching, signal conditioning, and circuit protection. The Analog and Mixed-Signal Group segment designs and develops analogues, mixed-signal, power management ICs, sensor interface devices, power conversion, signal chain, and voltage regulation devices for end-users in the automotive, industrial, computing and mobile end-markets. The Intelligent Sensing Group segment designs and develops complementary metal oxide semiconductor image sensors, image signal processors, single photon detectors, including silicon photomultipliers, single photon avalanche diode arrays, and short-wavelength infrared products, as well as actuator drivers for autofocus and image stabilization for a broad base of end-users in the different end-markets. ON Semiconductor Corporation was incorporated in 1992 and is headquartered in Scottsdale, Arizona.
