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ON Semiconductor (ON) Stock Price & Analysis

6,138 Followers

ON Stock Chart & Stats

$73.62$4.01(5.76%)
At close: 4:00 PM EST
$70$80Aug 17Aug 31Sep 14Sep 28Oct 12Oct 26Nov 9
Day’s Range
$70.34 - $74.84
52-Week Range
$44.56 - $134.92
Previous Close
$69.61
Volume
N/A
Average Volume (3M)
11.57M
Market Cap
$27.10B
Enterprise Value
$34.09B
Total Cash (Recent Filing)
$4.37B
Total Debt (Recent Filing)
$4.71B
Price to Earnings (P/E)
41.8
Beta
1.96
Next Earnings
Feb 08, 2027 (Est.)
EPS Estimate
1.01
Next Dividend Ex-Date
N/A
Dividend Yield
N/A

Bulls Say, Bears Say

Bulls Say

AI Data Center Growth

Rapid AI data-center growth is expanding onsemi’s exposure to a structurally growing power-management market. The company is supplying multiple voltage rails and technologies, while its raised 2026 and 2027 targets indicate that this opportunity can become a meaningful, durable contributor to revenue.

Margin Expansion

Five consecutive quarters of gross-margin expansion suggest improving operating economics rather than a single-period benefit. Utilization improvements and favorable mix toward newer products can support sustained profitability, strengthening earnings resilience as demand develops across industrial, automotive, and data-center applications.

Strong Cash Generation

High free-cash-flow conversion demonstrates strong earnings quality and gives onsemi internal funding capacity for product development, capacity investments, acquisitions, and debt management. This financial flexibility can help the company pursue structural growth opportunities without relying entirely on external capital.

Bears Say

Revenue And Margin Volatility

Recent revenue declines and profitability below prior-cycle peaks show that onsemi’s earnings remain sensitive to semiconductor demand and product mix. This volatility can make future cash flows less predictable and may limit the pace at which current growth investments translate into durable earnings expansion.

Higher Leverage And Lower ROE

Rising leverage alongside sharply lower returns on equity reduces financial flexibility compared with onsemi’s stronger historical position. A greater debt burden can constrain capital allocation and leave less capacity to absorb prolonged demand weakness or fund growth while profitability remains below previous peaks.

Automotive Weakness And Utilization

Automotive weakness and supply reallocation are likely to pressure near-term revenue mix, while utilization below long-term potential weighs on manufacturing efficiency. Together, these factors can delay margin recovery and leave onsemi dependent on stronger industrial and AI data-center growth to offset automotive softness.

ON Semiconductor News

ON FAQ

What was ON Semiconductor’s price range in the past 12 months?
ON Semiconductor lowest stock price was $44.56 and its highest was $134.92 in the past 12 months.
What is ON Semiconductor’s market cap?
ON Semiconductor’s market cap is $27.10B.
When is ON Semiconductor’s upcoming earnings report date?
ON Semiconductor’s next earnings report is estimated for Feb 08, 2027 (not yet confirmed), which is in 88 days.
How were ON Semiconductor’s earnings last quarter?
ON Semiconductor released its earnings results on Nov 02, 2026. The company reported $0.9 earnings per share for the quarter, beating the consensus estimate of $0.876 by $0.024.
Is ON Semiconductor overvalued?
According to Wall Street analysts ON Semiconductor’s price is currently Undervalued.
Does ON Semiconductor pay dividends?
ON Semiconductor does not currently pay dividends.
What is ON Semiconductor’s EPS estimate?
ON Semiconductor’s EPS estimate is 1.01.
How many shares outstanding does ON Semiconductor have?
ON Semiconductor has 389,284,500 shares outstanding.
What happened to ON Semiconductor’s price movement after its last earnings report?
ON Semiconductor reported an EPS of $0.9 in its last earnings report, beating expectations of $0.876. Following the earnings report the stock price went up 3.552%.
Which hedge fund is a major shareholder of ON Semiconductor?
Hedge funds hold ON Semiconductor shares: the largest hedge-fund position in ON Semiconductor is 71,886,054 shares, and hedge funds decreased their holdings by 8.3M shares last quarter.
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology