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ON Semi is a leading semiconductor supplier delivering intelligent power and sensing solutions for automotive, industrial, and AI applications.
Snapshot
| Country |
USA
|
| Exchange | Nasdaq |
| AI Layer |
chips
|
| Category |
2.60 Semiconductors & Chip Design
|
| Sentiment |
58.0% |
| USD Mkt Cap | 29.64B |
| USD Revenue | 6.20B |
| USD Net Income | 630.20M |
| P/E | 49.76 |
| fwd P/E | 16.81 |
| PEG | 0.16 |
| Price 3M | -36.0% |
| Price 6M | +28.7% |
| Price 1Y | +56.1% |
| Price 2Y | +5.0% |
| USD Share Price | 75.33 |
Price & Size
| Price |
76.14 USD |
| Market Cap |
29.64B USD |
| Shares Outstanding |
389.32M |
| Shares Float |
387.63M |
| 52w Low |
44.56 USD |
| 52w High |
134.92 USD |
| Avg Volume |
10.63M |
Valuation
| P/E (trailing) |
49.8x |
| P/E (forward) |
16.8x |
| P/B |
4.11x |
| Enterprise Value |
30.51B USD |
| Book Value / Share |
18.54 USD |
| PEG Ratio |
0.16x |
| P/S |
4.78x |
| EV / Revenue |
4.92x |
| EV / EBITDA |
14.60x |
Income
| Revenue |
6.20B USD |
| Revenue / Share |
15.57 USD |
| EBITDA |
2.09B USD |
| Net Income |
630.20M USD |
| EPS (trailing) |
1.53 USD |
| EPS (forward) |
4.53 USD |
Margins & Profitability
| Gross Margin |
42.8% |
| Operating Margin |
19.5% |
| Profit Margin |
10.2% |
| EBITDA Margin |
33.7% |
| Return on Equity |
8.3% |
| Return on Assets |
6.8% |
Growth
| Revenue Growth |
9.2% |
| Earnings Growth |
36.6% |
Cash & Debt
| Total Cash |
3.86B USD |
| Total Debt |
4.71B USD |
| Free Cash Flow |
1.66B USD |
| Operating Cash Flow |
1.67B USD |
| Debt / Equity |
0.65x |
| Current Ratio |
3.46x |
| Quick Ratio |
2.29x |
Analyst Consensus
| Target (Mean) |
107.08 USD |
| Target (Median) |
105.00 USD |
| Target (High) |
150.00 USD |
| Target (Low) |
85.00 USD |
| Recommendation |
buy |
| # Analysts |
25 |
Identifiers
| ISIN | US6821891046 |
| CUSIP | 682189104 |
| FIGI | BBG000DV8ZY3 |
| SEDOL | 2379504 |
Sentiment 58.0%
as of Sep 12, 2026
Positive drivers
Growing adoption of ON Semi's power management and sensor solutions in AI data centers and automotive applications drove positive analyst commentary. Strategic expansions in silicon carbide production positioned the company for long-term AI infrastructure demand. Several institutional investors increased holdings following industry reports highlighting ON's competitive edge.
Neutral / mixed
Broader semiconductor sector volatility from supply chain disruptions created mixed trading patterns without company-specific catalysts. Earnings guidance aligned with prior expectations, offering neither strong upside surprises nor major disappointments. Ongoing integration of recent acquisitions showed steady but unremarkable progress.
Negative drivers
Intensifying competition from larger AI chipmakers pressured margins and market share in key segments. Macroeconomic concerns over potential recession impacts weighed on investor sentiment for cyclical semiconductor stocks. Recent stock underperformance relative to peers reflected broader tech sector rotation.
Bottom line
Sentiment for ON Semi remains mildly positive overall, supported by AI tailwinds but tempered by competitive and macro pressures. The 30-day window reflects a balanced but cautious outlook heading into late 2026.