تحلیل اختیاری محصول
با اجازه شما، از تحلیلهای محدود و حریمخصوصیمحور استفاده میکنیم تا مسیرهای پژوهشی مؤثر را بشناسیم. از ردیاب تبلیغاتی یا بازپخش نشست استفاده نمیکنیم. این انتخاب را میتوانید در تنظیمات تغییر دهید. بخوانید سیاست حفظ حریم خصوصی.
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.
رتبهای که نسخهٔ پژوهشی منتشرشدهٔ هر ماه داشت. رتبه قیمت در تاریخ تحلیل را با ارزش منصفانه مقایسه میکند و سابقهای از درستی یا نادرستی ارزیابی نیست.
| سال | دی | بهمن | اسفند | فروردین | اردیبهشت | خرداد | تیر | مرداد | شهریور | مهر | آبان | آذر |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
