ON Semiconductor Gelecekteki Büyüme
Future kriter kontrolleri 4/6
ON Semiconductor kazanç ve gelirin sırasıyla yıllık 31.2% ve 9.9% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 32.9% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 31.3% olacağı tahmin edilmektedir.
Anahtar bilgiler
31.2%
Kazanç büyüme oranı
32.91%
EPS büyüme oranı
| Semiconductor kazanç büyümesi | 27.4% |
| Gelir büyüme oranı | 9.9% |
| Gelecekteki özkaynak getirisi | 31.26% |
| Analist kapsamı | Good |
| Son güncelleme | 06 Jul 2026 |
Gelecekteki son büyüme güncellemeleri
Recent updates
Seeking Alpha • Jun 27
onsemi: Chasing AI Opportunities With Synaptics
Summary onsemi announced a $7 billion all-stock acquisition of Synaptics, triggering a sharp share price decline exceeding the deal's value. The acquisition aims to expand onsemi's capabilities in Edge AI and physical AI, targeting $200 million in annual synergies and accretive non-GAAP earnings within 18 months. Pro forma, Synaptics will contribute 17% to ON's sales, with combined operating margins at 22% and leverage at 0.6x; dilution and integration risks remain. Despite the market's negative reaction, I see the pullback as an overreaction, but high expectations and recent momentum temper immediate conviction to buy. Read the full article on Seeking Alpha
Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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).Analiz Makalesi • 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...
Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • Aug 06
ON Semiconductor Corporation Just Missed EPS By 14%: Here's What Analysts Think Will Happen Next
NasdaqGS:ON 1 Year Share Price vs Fair Value Explore ON Semiconductor's Fair Values from the Community and select yours...Analiz Makalesi • Jul 25
We Think ON Semiconductor (NASDAQ:ON) Can Stay On Top Of Its Debt
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...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 AlphaSeeking Alpha • Feb 06
ON Semiconductor: The Market's Overreaction Is Your Opportunity, Q4 Earnings Preview
Summary ON Semiconductor's recent market struggles mask its long-term potential, driven by its strategic moves in silicon carbide (SiC) and vertical integration. The company's acquisition of Qorvo’s SiC JFET business and its self-sufficiency in SiC production provide a competitive edge amid supply chain uncertainties. Despite short-term volatility and inconsistent earnings, ON's focus on SiC technology and partnerships like Volkswagen signal strong growth potential in EV and industrial markets. Valuation metrics suggest a contrarian buying opportunity, with projected EPS growth and cash flow performance indicating a potential 15-20% annual compounding through 2030. Read the full article on Seeking AlphaSeeking Alpha • Jan 30
ON Semiconductor: Cyclical Buy, Unaffected By DeepSeek
Summary ON Semiconductor (onsemi) is a Buy due to its attractive valuation, strong long-term growth potential, and plans to return 50% of FCF to shareholders. The company focuses on power management and sensing technologies, serving automotive and industrial markets, which are less affected by AI chip demand fluctuations. Despite current cyclical downturns, onsemi's investments in capacity expansion are behind, setting the stage for significant free cash flow growth and share repurchases. Near-term risks include continued demand weakness and a downtrending stock chart, but longer-term prospects remain promising, with upside potential of nearly 40% in two years. Read the full article on Seeking AlphaSeeking Alpha • Jan 16
ON Semiconductor: Slow Recovery But A Long Opportunity
Summary ON Semiconductor is currently undervalued and will face a slow recovery in 2025. I currently consider the company as a hold, but a potential attractive opportunity for long-term investors. ON's strategic position in its end-markets makes the company a possible industry leader in the Silicon Carbide chip-making business. The company's strong financials and cost optimization strategies will improve the profitability of the business. Read the full article on Seeking AlphaKazanç ve Gelir Büyüme Tahminleri
| Tarih | Gelir | Kazançlar | Serbest Nakit Akışı | Faaliyetlerden Nakit | Avg. Analist Sayısı |
|---|---|---|---|---|---|
| 12/31/2028 | 8,172 | 2,169 | 2,543 | 3,049 | 12 |
| 12/31/2027 | 7,201 | 1,594 | 1,841 | 2,490 | 28 |
| 12/31/2026 | 6,478 | 892 | 1,509 | 1,933 | 29 |
| 4/3/2026 | 6,063 | 574 | 1,181 | 1,397 | N/A |
| 12/31/2025 | 5,995 | 121 | 1,419 | 1,760 | N/A |
| 10/3/2025 | 6,188 | 319 | 1,356 | 1,785 | N/A |
| 7/4/2025 | 6,399 | 466 | 1,287 | 1,832 | N/A |
| 4/4/2025 | 6,665 | 634 | 1,402 | 2,010 | N/A |
| 12/31/2024 | 7,082 | 1,573 | 1,212 | 1,906 | N/A |
| 9/27/2024 | 7,378 | 1,756 | 1,047 | 1,938 | N/A |
| 6/28/2024 | 7,797 | 1,937 | 877 | 2,039 | N/A |
| 3/29/2024 | 8,156 | 2,175 | 633 | 2,067 | N/A |
| 12/31/2023 | 8,253 | 2,184 | 438 | 1,978 | N/A |
| 9/29/2023 | 8,339 | 2,225 | 593 | 2,098 | N/A |
| 6/30/2023 | 8,350 | 1,955 | 1,169 | 2,533 | N/A |
| 3/31/2023 | 8,341 | 1,834 | 1,363 | 2,563 | N/A |
| 12/31/2022 | 8,326 | 1,902 | 1,597 | 2,633 | N/A |
| 9/30/2022 | 8,069 | 1,724 | 1,616 | 2,528 | N/A |
| 7/1/2022 | 7,618 | 1,722 | 1,244 | 1,975 | N/A |
| 4/1/2022 | 7,203 | 1,450 | 1,454 | 2,042 | N/A |
| 12/31/2021 | 6,740 | 1,010 | 1,290 | 1,782 | N/A |
| 10/1/2021 | 6,340 | 673 | 1,043 | 1,556 | N/A |
| 7/2/2021 | 5,915 | 524 | 808 | 1,270 | N/A |
| 4/2/2021 | 5,459 | 338 | 508 | 937 | N/A |
| 12/31/2020 | 5,255 | 234 | 401 | 884 | N/A |
| 10/2/2020 | 5,211 | 202 | 196 | 576 | N/A |
| 7/3/2020 | 5,275 | -20 | 225 | 654 | N/A |
| 4/3/2020 | 5,409 | 84 | 123 | 723 | N/A |
| 12/31/2019 | 5,518 | 212 | N/A | 695 | N/A |
| 9/27/2019 | 5,619 | 321 | N/A | 1,024 | N/A |
| 6/28/2019 | 5,779 | 548 | N/A | 1,140 | N/A |
| 3/29/2019 | 5,887 | 602 | N/A | 1,186 | N/A |
| 12/31/2018 | 5,878 | 627 | N/A | 1,274 | N/A |
| 9/28/2018 | 5,753 | 992 | N/A | 1,078 | N/A |
| 6/29/2018 | 5,602 | 934 | N/A | 1,048 | N/A |
| 3/30/2018 | 5,484 | 872 | N/A | 1,112 | N/A |
| 12/31/2017 | 5,543 | 811 | N/A | 1,094 | N/A |
| 9/29/2017 | 5,427 | 392 | N/A | 1,099 | N/A |
| 6/30/2017 | 4,987 | 293 | N/A | 904 | N/A |
| 3/31/2017 | 4,526 | 224 | N/A | 675 | N/A |
| 12/31/2016 | 3,907 | 182 | N/A | 581 | N/A |
| 9/30/2016 | 3,486 | 125 | N/A | 509 | N/A |
| 7/1/2016 | 3,440 | 162 | N/A | 505 | N/A |
| 4/1/2016 | 3,442 | 187 | N/A | 502 | N/A |
| 12/31/2015 | 3,496 | 206 | N/A | 471 | N/A |
| 10/2/2015 | 3,520 | 152 | N/A | 476 | N/A |
Analist Gelecek Büyüme Tahminleri
Kazançlar ve Tasarruf Oranları: ON 'nin tahmini kazanç büyümesi (yıllık 31.2% ) tasarruf oranının ( 3.5% ) üzerindedir.
Kazançlar ve Piyasa: ON şirketinin kazançlarının (yıllık 31.2% ) US pazarından (yıllık 18.4% ) daha hızlı büyümesi öngörülüyor.
Yüksek Büyüme Kazançları: ON şirketinin kazançlarının önümüzdeki 3 yıl içerisinde önemli ölçüde artması bekleniyor.
Gelir ve Pazar: ON şirketinin gelirinin (yıllık 9.9% ) US pazarından (yıllık 12.7% ) daha yavaş büyümesi öngörülüyor.
Yüksek Büyüme Geliri: ON şirketinin gelirinin (yıllık 9.9% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.
Hisse Başına Kazanç Büyüme Tahminleri
Gelecekteki Özkaynak Getirisi
Gelecekteki ROE: ON 'in Özsermaye Getirisi'nin 3 yıl içinde yüksek olması tahmin ediliyor ( 31.3 %)
Büyüyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/07/06 18:38 |
| Gün Sonu Hisse Fiyatı | 2026/07/02 00:00 |
| Kazançlar | 2026/04/03 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
ON Semiconductor Corporation 43 Bu analistlerden 29, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Tristan Gerra | Baird |
| Thomas O'Malley | Barclays |
| Brian Piccioni | BMO Capital Markets Equity Research |