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ON Semiconductor (DE:XS4)
XETRA:XS4

ON Semiconductor (XS4) Price & Analysis

6 Followers

XS4 Stock Chart & Stats

€75.40
-€1.44(-1.87%)
At close: 4:00 PM EDT
€75.40
-€1.44(-1.87%)

Bulls Say, Bears Say

Bulls Say
Strong Cash Generation And LiquidityConsistent operating cash flow and free cash flow that both exceed net income indicate high earnings quality and reliable internal funding. This supports R&D, modest capex, buybacks, and buffers versus cyclical downturns, sustaining operational flexibility over the next 2–6 months.
Strategic Synaptics Acquisition Expands TAMAcquiring Synaptics shifts onsemi toward higher-value, software-rich system solutions and edge AI compute. Expanding TAM and targeted synergies are structural, improving product mix and recurring software/solution opportunities that can lift margins and growth profile over multiple years.
Fab Right Divestitures To Reduce Structural CostsDivesting select fabs while keeping long-term supply deals is a structural manufacturing optimization. It reduces fixed cost and capital intensity, accelerating margin recovery and allowing focus on higher-return nodes, with savings phasing in 2027–2028 for lasting impact.
Bears Say
Equity-linked Convertible Financings Increase Dilution RiskLarge convertible issuances and associated hedge/warrant structures add potential future dilution and capital-structure complexity. If share prices rise toward conversion levels, dilution or cash settlement could compress per-share metrics and complicate long-term EPS accretion modeling.
Planned Non-core Exits Trim Reported RevenueExiting non-core product lines removes near-term revenue and reduces headline growth, forcing narrower organic growth to offset the haircut. While beneficial for focus, this reduces scale near-term and requires core segments to deliver faster growth to maintain top-line momentum.
Modest Returns And Cyclical Revenue TrajectoryA lower ROE and revenue still below prior peaks reflect structural cyclicality in semiconductors and constrained profitability. This implies longer runway to restore historical operating efficiency, requiring sustained margin improvement or higher-value mix to raise long-term returns.

ON Semiconductor News

XS4 FAQ

What was ON Semiconductor’s price range in the past 12 months?
ON Semiconductor lowest stock price was €38.74 and its highest was €116.10 in the past 12 months.
    What is ON Semiconductor’s market cap?
    ON Semiconductor’s market cap is €27.53B.
      When is ON Semiconductor’s upcoming earnings report date?
      ON Semiconductor’s upcoming earnings report date is Aug 03, 2026 which is today.
        How were ON Semiconductor’s earnings last quarter?
        Currently, no data Available
        Is ON Semiconductor overvalued?
        According to Wall Street analysts ON Semiconductor’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
          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 0.62.
            How many shares outstanding does ON Semiconductor have?
            ON Semiconductor has 389,185,600 shares outstanding.
              What happened to ON Semiconductor’s price movement after its last earnings report?
              Currently, no data Available
              Which hedge fund is a major shareholder of ON Semiconductor?
              Currently, no hedge funds are holding shares in DE:XS4
              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

                Company Description

                ON Semiconductor

                ON Semiconductor Corporation operates as a global provider of sophisticated power and sensing solutions. Their cutting-edge power innovations are pivotal in modernizing various sectors: they contribute to the development of lighter, extended-range electric vehicles, underpin rapid-charging infrastructure, and bolster sustainable energy initiatives for applications such as solar arrays, industrial power systems, and energy storage. The company's operations are structured into three main divisions: the Power Solutions Group, the Advanced Solutions Group, and the Intelligent Sensing Group. ON Semiconductor offers a broad array of semiconductor products, including analog components, discrete devices, modules, and integrated circuits. These products are designed to perform numerous critical functions, such as power switching, energy conversion, signal conditioning, circuit protection, signal amplification, and voltage regulation. Beyond these standard offerings, the firm also designs and develops specialized analog, mixed-signal, advanced logic, application-specific integrated circuits (ASICs) and standard products, radio frequency (RF) components, and integrated power management solutions, catering to a diverse range of end-market consumers. Furthermore, it provides foundry and design services specifically for government clients. The company's portfolio also encompasses advanced imaging technologies. This includes the creation of complementary metal-oxide-semiconductor (CMOS) image sensors, sophisticated image signal processors, and single photon detectors like silicon photomultipliers (SiPMs) and single-photon avalanche diode (SPAD) arrays. Additionally, ON Semiconductor produces actuator drivers essential for autofocus and image stabilization, serving a wide spectrum of end-users across numerous industries. Established in 1992, ON Semiconductor Corporation is headquartered in Phoenix, Arizona.

                ON Semiconductor (XS4) Earnings & Revenues

                XS4 Company Deck

                XS4 Earnings Call

                Q1 2026
                0:00 / 0:00
                Earnings Call Sentiment|Positive
                The call highlights a clear inflection with accelerating AI data center revenue (>30% QoQ; expected to double YoY in 2026), a strong Treo ramp (2.5x sequential growth), continued gross margin expansion to 38.5%, solid liquidity and aggressive shareholder returns. Offsetting these positives are one-time and GAAP-level restructuring charges, planned non-core exits (~$300M annualized), mixed unit-level performance (AMG and ISG declines QoQ), elevated inventory days, and near-term input-cost pressure and lead-time dynamics. Overall, the company presented multiple secular growth drivers (AI, Treo, GaN/SiC, energy storage) and improving operating leverage that outweigh the listed near-term challenges.View all DE:XS4 earnings summaries

                XS4 Revenue Breakdown

                46.79%46.79%37.73%15.49%
                46.79% Power Solutions Group
                37.73% Analog and Mixed-Signal Group
                15.49% Intelligent Sensing Group
                tipranks

                XS4 Stock 12 Month Forecast

                Average Price Target

                €95.69
                ▲(26.91% Upside)
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<span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 31,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 20, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":48.15,"date":1754006400000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 32,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 23, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":42.645,"date":1756684800000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 23,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 25, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":41.575,"date":1759276800000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 15,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 21, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":44.075,"date":1761955200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 12,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 16, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":43.485,"date":1764547200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 12,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 15, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":46.075,"date":1767225600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 15,\t&nbsp; </span>\n              <span  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style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":53.39,"date":1775001600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 17,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 16, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":85.82,"date":1777593600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 20,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 16, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      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