Análisis opcionales del producto
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ON Semiconductor Corporation's published Sell conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $30.0B | |
|---|---|---|
| Revenue (ttm) | 6.2B | |
| Net income (ttm) | 630.2M | |
| EPS (ttm) | $1.56 | |
| Shares out | 389.3M | |
| P/E (trailing) | 48.4x | |
| P/E (forward) | 16.5x | |
| Volume | 8,653,965 | |
| Beta | 2.05 |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2021-12-31 | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 | Trend |
| Revenue | $6.74B | $8.33B | $8.25B | $7.08B | $6.00B | -2.9% |
| Gross profit | $2.71B | $4.08B | $3.88B | $3.22B | $1.98B | -7.5% |
| Operating income | $1.29B | $2.36B | $2.54B | $1.77B | $84.2M | -49.4% |
| Net income | $1.01B | $1.90B | $2.18B | $1.57B | $121.0M | -41.2% |
| EPS (diluted) | $2.27 | $4.25 | $4.89 | $3.63 | $0.29 | -40.2% |
| EBITDA | $1.88B | $3.01B | $2.54B | $2.54B | $888.2M | -17.1% |
| R&D | $655.0M | $600.2M | $577.3M | $612.7M | $583.6M | -2.8% |
| SG&A | $304.8M | $343.2M | $362.4M | $376.3M | $348.9M | +3.4% |
Recent company headlines from major financial publishers.
In the Bull case (20% probability), AI data center power solutions more than double in 2026, automotive 800V silicon carbide market share gains accelerate in China (growing 60% to 70% YoY), and factory utilization increases gross margins past 43%, lifting valuation toward our upper boundary of $62.74.
In the Base case (55% probability), ON executes steady post-trough recovery under its Fab-Liter strategy. Revenue rebounds by 9.45% in FY2026 to $6,562.0M and 13.13% in FY2027 to $7,423.6M, while operating margin normalizes from 18.5% in FY2026 toward 24.5% by FY2030, yielding our composite intrinsic Fair value of $46.40.
| Ke ↓ / g → | 2.5% | 2.8% | 3.0% | 3.3% | 3.5% |
|---|---|---|---|---|---|
| 11.4% | $48.8 | $49.3 | $49.9 | $50.5 | $51.1 |
| 11.9% | $47.1 | $47.6 | $48.1 | $48.6 | $49.1 |
| 12.4% | $45.6 | $46.0 | $46.4 | $46.9 | $47.3 |
| 12.9% | $44.1 | $44.5 | $44.9 | $45.3 | $45.7 |
| 13.4% | $42.8 | $43.1 | $43.5 | $43.8 | $44.2 |
Upcoming earnings date and setup when available.
La calificación que llevaba la edición de análisis publicada cada mes. Una calificación compara el precio en la fecha del análisis con el valor razonable; no es un registro de si la valoración acertó.
| Año | ene | feb | mar | abr | may | jun | jul | ago | sept | oct | nov | dic |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
