ON Semiconductor Corporation (ON)
I Picked ON Semiconductor as My Top Stock for 2026. It's Up 53%, but Is It Still a Great Value?
ON Semiconductor's stock has risen significantly but may still offer value, particularly as the company is back on the growth path. Strong cash flows and a large buyback program help support the share price.
ON Semiconductor: A Bargain Despite Outsized Rally - Reiterate Buy Upon Correction
The Treo platform and upcoming GaN offerings position ON Semiconductor as a key beneficiary of the multi-year electrification and cloud supercycle, supporting its profitable growth prospects. The same has been embedded in the management's sequentially improving FQ4'25 performance, the promising FQ1'26 guidance, and the reiterated long-term growth targets. ON may very well outperform the consensus forward estimates, with FY2028 potentially bringing forth a richer EPS performance of $5.70 (3Y CAGR of +34.3%).
Onsemi Is Near a Breakout—And Free Cash Flow Could Fuel It
ON Semiconductor's NASDAQ: ON, which operates under the Onsemi brand, stock price action was mixed following its Q4 2025 earnings report and guidance update, but the initial sell-off proved to be a head fake. While results and guidance left some to be desired relative to consensus forecasts, they affirmed the company's return to growth, expectation for margin improvement, free cash flow growth, and capital return.
onsemi's Q4 Earnings Beat Estimates, Revenues Down Y/Y, Shares Drop
ON posts a Q4 EPS beat but sees revenues fall 11% Y/Y, with margins compressing as all three business segments decline.
ON Semiconductor sees drop in sales in Q4 as earnings top estimates
ON Semiconductor (NASDAQ:ON) reported better-than-expected earnings for the fourth quarter, as revenue was in line with estimates but down from the same period a year earlier. The semiconductor firm posted Q4 revenue of $1.53 billion, in line with analyst expectations.
On Semiconductor Fourth-Quarter Sales Fall on Persistent Weakness in Power, Analog Units
On Semiconductor's revenue fell 11% to $1.53 billion in the fourth quarter, as its two biggest business units continue to post sales declines.
ON Set to Report Q4 Earnings: What's in Store for the Stock?
ON Semiconductor is scheduled to report Q4 results on Feb. 9, with revenues expected to be in the range of $1.48-$1.58B, as AI data center gains meet margin pressure.
ON Semi: Finally Gaining Recognition It Deserves - Deep-Value Buy Thesis
The market may finally be waking up to ON's potentially robust AI-related growth prospects, based on the AI revenue growth that doubled YoY every quarter and FY2025 guidance at $250M. The management also reiterates the ambitious FY2027 guidance, aided by the growing design wins in automotive/renewables/data centers and the continued signs of stabilization in automotive/industry. ON trades at FWD P/E of 23.57x and bull-case 2Y PEG of 0.44x, remaining attractive relative to its peer P/E averages of 27x while supporting further upward re-rating potential.
On Semiconductor's $6B Capitulation Is Here
On Semiconductor (ON) is rated Buy, with 25% upside and a $69 price target, supported by operational improvements and a $6B share buyback. Stabilization in automotive and industrial segments, along with recovering inventory and factory utilization, signal a turning point for ON's fundamentals. ON's entry into AI data center power management, including a partnership with Nvidia, adds secular growth potential beyond auto and industrial markets.
onsemi Places a $6 Billion Bet on Its Own Stock
In a market environment where many companies are signaling caution, onsemi NASDAQ: ON has made a decisive statement of confidence. The semiconductor sector firm announced on Nov. 18 that its board has authorized a new, upsized $6 billion share repurchase program.
ON Semiconductor: Stabilizing Margins And A Reasonable Entry Point (Upgrade)
ON Semiconductor is upgraded to Buy, reflecting solid recent results and signs of recovery after a prolonged automotive downturn. ON's Q3 revenue and earnings surpassed expectations, but guidance remains cautious with limited visibility on a swift margin recovery. AI and datacenter opportunities, including the Vcore Power acquisition, offer potential but are not yet significant growth drivers for ON.
ON Semiconductor's Q3 Earnings Beat Estimates, Revenues Up Y/Y
ON posts a Q3 earnings beat and stronger revenues, but margins shrink sharply amid higher costs.
