0KC4 Stock Chart & Stats
$84.62
-$3.68(-4.35%)
At close: 4:00 PM EDT
$84.62
-$3.68(-4.35%)
Day’s Range― - ―
52-Week Range$44.10 - $135.87
Previous CloseN/A
Volume2.73K
Average Volume (3M)10.81K
Market Cap
$28.48B
Enterprise Value$37.75K
Total Cash (Recent Filing)$3.86B
Total Debt (Recent Filing)$4.48B
Price to Earnings (P/E)48.9
Beta0.72
Next Earnings
Nov 02, 2026EPS Estimate
0.88Next Dividend Ex-DateN/A
Dividend Yield0.51%
Share Statistics
EPS (TTM)1.58
Shares Outstanding389,311,700
10 Day Avg. Volume17,252
30 Day Avg. Volume10,814
Financial Highlights & Ratios
PEG Ratio-2.03
Price to Book (P/B)2.90
Price to Sales (P/S)3.71
P/FCF Ratio15.69
Enterprise Value/Market Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price Target
$104.79Price Target Upside23.84% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering23
EPS Forecast (FY)3.2
Revenue Forecast (FY)$6.55B
Bulls Say, Bears Say
Bulls Say
Revenue And Margin RecoveryThe combination of year-over-year revenue recovery and sequential margin expansion indicates improving operating momentum. If sustained, higher utilization and better mix can strengthen earnings power, support reinvestment, and improve the company’s competitive position across automotive, industrial, and data-center markets.
Strong Cash GenerationStrong free cash flow provides internal funding for product development, capacity management, debt service, and shareholder returns without relying heavily on external capital. The record LTM cash-flow margin also suggests that the recovering business is converting revenue into liquidity at an increasingly attractive rate.
AI And Power GrowthRapid AI data-center growth creates a durable demand avenue for onsemi’s power technologies, extending beyond traditional automotive and industrial cycles. This opportunity can support higher-value product adoption, improve mix, and diversify the company’s growth base as data-center power requirements expand.
Bears Say
Profitability Below PeakAlthough profitability has rebounded, current margins remain materially below the company’s recent peak levels and revenue has not established a consistently strong multi-year trend. This limits confidence in the durability of the recovery and leaves earnings more dependent on further execution and end-market improvement.
Input Cost InflationPersistent input-cost inflation can pressure gross margins even as revenue improves, particularly if price increases lag cost changes or customers resist them. Management’s expectation that costs will remain elevated into 2027 makes this a structural profitability challenge rather than a brief quarterly fluctuation.
Supply And Capacity ConstraintsLonger lead times and non-fungible capacity can prevent onsemi from fully converting demand into shipments, limiting revenue capture during growth periods. Prioritizing AI shipments over automotive and industrial customers may also create allocation friction and weaken service levels across end markets.
ON Semiconductor News
0KC4 FAQ
What was ON Semiconductor’s price range in the past 12 months?
ON Semiconductor lowest share price was $44.10 and its highest was $135.87 in the past 12 months.
What is ON Semiconductor’s market cap?
ON Semiconductor’s market cap is $28.48B.
When is ON Semiconductor’s upcoming earnings report date?
ON Semiconductor’s upcoming earnings report date is Nov 02, 2026 which is in 36 days.
How were ON Semiconductor’s earnings last quarter?
ON Semiconductor released its earnings results on Aug 03, 2026. The company reported $0.74 earnings per share for the quarter, beating the consensus estimate of $0.715 by $0.025.
Is ON Semiconductor overvalued?
According to Wall Street analysts ON Semiconductor’s price is currently Undervalued.
Does ON Semiconductor pay dividends?
ON Semiconductor pays a Notavailable dividend of $0.285 which represents an annual dividend yield of 0.51%. See more information on ON Semiconductor dividends here
What is ON Semiconductor’s EPS estimate?
ON Semiconductor’s EPS estimate is 0.88.
How many shares outstanding does ON Semiconductor have?
ON Semiconductor has 389,311,700 shares outstanding.
What happened to ON Semiconductor’s price movement after its last earnings report?
ON Semiconductor reported an EPS of $0.74 in its last earnings report, beating expectations of $0.715. Following the earnings report the stock price went down -1.367%.
Which hedge fund is a major shareholder of ON Semiconductor?
Currently, no hedge funds are holding shares in GB:0KC4
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
ON Semiconductor Stock Smart Score
Neutral
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Moderate Buy
Average Price Target:
$104.79 (23.84% Upside)
$104.79 (23.84% Upside)
Blogger Sentiment
Bullish
GB:0KC4 Sentiment 83%
Sector Average 62%
Sector Average 62%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Negative
20 days / 200 days
Momentum
55.11%
12-Months-Change
Fundamentals
Return on Equity
―
Trailing 12-Months
Asset Growth
2.73%
Trailing 12-Months
Learn more about TipRanks Smart Score
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.
0KC4 Company Deck
0KC4 Earnings Call
Q2 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call conveyed strong operational and financial momentum: revenue growth, meaningful margin expansion, robust free cash flow, upgraded AI data center outlook (now expected to more than double in 2026), and multiple product and design wins (silicon carbide, high-voltage, ESS, Treo). Management provided constructive Q3 guidance (revenue $1.65B–$1.75B, non-GAAP gross margin 40%–42%, non-GAAP EPS $0.81–$0.93) and highlighted strategic moves (Synaptics acquisition, Fab Right divestitures) that support long-term profitability. Headwinds include input cost inflation, extended lead times and selective supply constraints that required short-term prioritization of AI shipments over automotive/industrial, along with ongoing restructuring impacts. Overall, positives are numerous and sizable, and the company appears positioned to sustain margin and cash-flow improvements while managing near-term supply and cost pressures.View all GB:0KC4 earnings summaries0KC4 Revenue Breakdown
46.79% Power Solutions Group
37.73% Analog and Mixed-Signal Group
15.49% Intelligent Sensing Group
0KC4 Stock 12 Month Forecast
Average Price Target
$104.79
▲(23.84% Upside)
Technical Analysis
Analog Devices
―
Microchip
―
NXP Semiconductors
―
STMicroelectronics
―
Texas Instruments
―