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ON Semiconductor Corporation (DE:XS4)
NASDAQ:XS4

ON Semiconductor (XS4) Price & Analysis

6 Followers

XS4 Stock Chart & Stats

€70.22
€0.00(0.00%)
At close: 4:00 PM EST
€70.22
€0.00(0.00%)

Bulls Say, Bears Say

Bulls Say
Cash Generation & LiquidityConsistent cash conversion (OCF and FCF > net income) and near-$4B liquidity provide durable financial flexibility. That supports conservative capex, R&D, targeted M&A or buybacks, and buffers cyclicality, improving the company’s ability to fund growth and navigate downturns over months.
AI Data-center AccelerationA rapid, durable ramp in AI data-center revenue shifts mix toward higher-growth, higher-value applications. Doubling year-over-year increases recurring demand, supports higher utilization, and underpins multi-quarter revenue and margin improvement as data-center OEMs and hyperscalers integrate onsemi power solutions.
Treo Platform Rapid RampA fast Treo ramp with very high gross margins and cross-market adoption (automotive, industrial, AI) is structurally positive: it should lift segment margins and company operating leverage, turning design wins into sustained, high-margin production revenue over the next several quarters.
Bears Say
Planned Non-core Revenue ExitsExiting ~$300M of non-core revenue is a deliberate, multi-quarter shrinkage of the revenue base that reduces comparable growth and visibility. The structural ~5% haircut lowers scale and requires higher organic/adjacent wins to replace lost volumes and maintain absolute revenue momentum over months.
Convertible Notes / Capital Structure ComplexityLarge 0% convertibles and associated hedges/warrants add durable capital flexibility but create multi-year dilution optionality and structural complexity. Conditional conversion triggers and warrant strike mechanics can affect future EPS, investor returns and financing flexibility through 2031.
Elevated Inventory & Lead-time MismatchesHigh inventory days and strategic builds tie up working capital and risk write-downs if demand shifts. Planned multi-year depletion implies near-term cash conversion drag and forecasting mismatches; supply/lead-time dynamics may pressure margins and operational efficiency for several quarters.

ON Semiconductor News

XS4 FAQ

What was ON Semiconductor Corporation’s price range in the past 12 months?
ON Semiconductor Corporation lowest stock price was €38.74 and its highest was €116.10 in the past 12 months.
    What is ON Semiconductor Corporation’s market cap?
    ON Semiconductor Corporation’s market cap is €39.87B.
      When is ON Semiconductor Corporation’s upcoming earnings report date?
      ON Semiconductor Corporation’s upcoming earnings report date is Aug 03, 2026 which is in 55 days.
        How were ON Semiconductor Corporation’s earnings last quarter?
        ON Semiconductor Corporation released its earnings results on May 04, 2026. The company reported €0.555 earnings per share for the quarter, beating the consensus estimate of €0.532 by €0.023.
          Is ON Semiconductor Corporation overvalued?
          According to Wall Street analysts ON Semiconductor Corporation’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does ON Semiconductor Corporation pay dividends?
            ON Semiconductor Corporation does not currently pay dividends.
            What is ON Semiconductor Corporation’s EPS estimate?
            ON Semiconductor Corporation’s EPS estimate is 0.62.
              How many shares outstanding does ON Semiconductor Corporation have?
              ON Semiconductor Corporation has 391,903,200 shares outstanding.
                What happened to ON Semiconductor Corporation’s price movement after its last earnings report?
                ON Semiconductor Corporation reported an EPS of €0.555 in its last earnings report, beating expectations of €0.532. Following the earnings report the stock price went down -0.583%.
                  Which hedge fund is a major shareholder of ON Semiconductor Corporation?
                  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 Corporation

                    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

                    €93.37
                    ▲(32.96% 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 25,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 19, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":45.38,"date":1751328000000,"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 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  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