ON ON Semiconductor Corporation
USTechnologyAs of 2026-08-24
Why ON matters now
ON Semiconductor Corporation (ON) is a US stock in Technology. The latest InvestLog snapshot shows $71.93 with -3.07% on the session and $28.00B in market capitalization; recent performance reads 1-month +14.71% and YTD +124.60%.
The latest financial table shown here is Q1 2026, with revenue of $1.51B, net income of $-33.4M, and EPS of $-0.08. Investors can compare that operating picture with valuation signals such as P/E 227.39 and FCF yield 3.1%.
InvestLog's latest related AI research is a Earnings Analysis note titled "ON earnings call: guidance, margins, analyst Q&A". The latest indexable market news headline is "Synaptics' CFO Disposed of Stock as an 88%-12% OnSemi Ownership Split Takes Shape. Here's What to Know" from The Motley Fool.
Additional event context on this page matters because analyst consensus is Hold with a median target of $97.50; recent insider activity includes GOPALSWAMY SUDHIR filing F-InKind; recent congressional disclosure data includes Ro Khanna Purchase. These signals are research inputs, not a recommendation.
Valuation
P/E (TTM)
227.39
PEG
—
P/B
6.56
P/S
7.86
EV/EBITDA
40.01
DCF Value
$21.42
FCF Yield
3.1%
Div Yield
0.0%
Margins & Returns
Gross Margin
37.2%
Operating Margin
10.8%
Net Margin
9.5%
ROE
7.4%
ROA
4.8%
ROIC
5.4%
Financials
| Period | Revenue | Net Income | EPS |
|---|---|---|---|
| Q1 2026 | $1.51B | $-33.4M | $-0.08 |
| Q4 2025 | $1.53B | $181.8M | $0.45 |
| FY 2025 | $6.00B | $121.0M | $0.29 |
| Q3 2025 | $1.55B | $255.0M | $0.63 |
Analyst Ratings
Consensus
Hold
Target (Consensus)
$94.25
Target (Median)
$97.50
Target Range
$62.00 - $120.00
Trading Activity
Insider Trades
Congress Trades
Related AI Research
ON earnings call: guidance, margins, analyst Q&AON Semiconductor Corporation (ON) 电话会要点:指引、利润率、分析师问答
Hassane El-Khoury: We now expect AI data center revenue to more than double in 2026, driven by stronger demand, further accelerated by broader customer wins and expanding content across the entire Power Tree.哈萨内·埃尔胡里:我们预计2026年人工智能数据中心收入将增长一倍以上,这一增长由更强的需求推动,更因更广泛的客户斩获以及整个电力树的内容拓展而加速。
ON earnings release — EPS beat +3.5% · revenue in line +0.9%ON Semiconductor Corporation (ON) 财报发布 — EPS 高于预期+3.5% · 营收 基本符合预期+0.9%
ON Semiconductor Corporation reported EPS $0.74 vs $0.71 estimate and revenue $1.6B vs $1.6B estimate.ON Semiconductor Corporation 公布财报:EPS $0.74 vs $0.71 预期,营收 $1.6B vs $1.6B 预期。
Related Stocks
Latest News
Company Info
Sector
Technology
Industry
Semiconductors
Country
US
Exchange
—
Beta
1.98
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.