ON official logo ON
ON 1-star rating from Upturn Advisory
ON Semiconductor Corporation (ON) company logo

ON Semiconductor Corporation (ON)

ON Semiconductor Corporation (ON) 1-star rating from Upturn Advisory
$46.7
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Upturn Advisory Summary

11/21/2025: ON (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

Upturn 1 star rating for performance

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

5 star rating from financial analysts

31 Analysts rated it

Highly popular stock, broad analyst coverage, trusted insights, strong investor interest.

1 Year Target Price $58.67

1 Year Target Price $58.67

Analysts Price Target For last 52 week
$58.67 Target price
52w Low $31.04
Current$46.7
52w High $74.52

Analysis of Past Performance

Type Stock
Historic Profit -27.4%
Avg. Invested days 26
Today’s Advisory PASS
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 2.0
Stock Returns Performance Upturn Returns Performance icon 1.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 11/21/2025

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 19.10B USD
Price to earnings Ratio 63.97
1Y Target Price 58.67
Price to earnings Ratio 63.97
1Y Target Price 58.67
Volume (30-day avg) 31
Beta 1.57
52 Weeks Range 31.04 - 74.52
Updated Date 11/22/2025
52 Weeks Range 31.04 - 74.52
Updated Date 11/22/2025
Dividends yield (FY) -
Basic EPS (TTM) 0.73

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Revenue by Geography

Geography revenue - Year on Year

Earnings Date

Report Date 2025-11-03
When Before Market
Estimate 0.59
Actual 0.63

Profitability

Profit Margin 5.16%
Operating Margin (TTM) 18.51%

Management Effectiveness

Return on Assets (TTM) 5.67%
Return on Equity (TTM) 3.89%

Valuation

Trailing PE 63.97
Forward PE 15.58
Enterprise Value 18571690698
Price to Sales(TTM) 3.09
Enterprise Value 18571690698
Price to Sales(TTM) 3.09
Enterprise Value to Revenue 3
Enterprise Value to EBITDA 17.47
Shares Outstanding 402378412
Shares Floating 400406758
Shares Outstanding 402378412
Shares Floating 400406758
Percent Insiders 0.38
Percent Institutions 111.68

Icon representing Upturn AI-generated SWOT analysis summary Upturn AI SWOT

ON Semiconductor Corporation

ON Semiconductor Corporation(ON) company logo displayed in Upturn AI summary

Company Overview

Company history and background logo History and Background

ON Semiconductor Corporation (ON) was founded in 1999 as a spin-off from Motorola Semiconductor Components Group. It has grown through strategic acquisitions and organic growth to become a leading supplier of semiconductor solutions.

Company business area logo Core Business Areas

  • Power Solutions Group (PSG): Offers a comprehensive portfolio of power management and signal conditioning products, addressing energy efficiency and power density requirements.
  • Advanced Solutions Group (ASG): Focuses on analog, mixed-signal, and logic solutions for automotive, industrial, and communications applications.
  • Intelligent Sensing Group (ISG): Develops sensing technologies, including image sensors, radar, and LiDAR, for autonomous vehicles, industrial automation, and medical imaging.

leadership logo Leadership and Structure

Hassane El-Khoury is the President and CEO. The company has a typical corporate structure with a Board of Directors and executive leadership team overseeing the various business groups.

Top Products and Market Share

Product Key Offerings logo Key Offerings

  • Power MOSFETs: Power MOSFETs are used for switching and amplification. Market share is competitive, with Infineon, STMicroelectronics, and Vishay being key competitors. Revenue is a significant portion of the PSG segment.
  • Image Sensors: Image sensors are vital for automotive ADAS, industrial automation, and surveillance applications. Competitors include Sony, OmniVision, and Samsung. The market share for Automotive is estimated at 45% of the total automotive image sensing market.
  • Silicon Carbide (SiC) Solutions: SiC solutions include SiC diodes and MOSFETs for high-power applications like electric vehicles and energy infrastructure. Competitors include Wolfspeed, STMicroelectronics, and Rohm. ON is striving for significant market share growth in this area.

Market Dynamics

industry overview logo Industry Overview

The semiconductor industry is cyclical and influenced by global economic conditions, technological advancements, and geopolitical factors. Demand is driven by trends like electric vehicles, industrial automation, and 5G.

Positioning

ON Semiconductor is a leading supplier of power and sensing solutions, focusing on high-growth markets like automotive and industrial. Its competitive advantage lies in its broad product portfolio and application expertise.

Total Addressable Market (TAM)

The total semiconductor market is projected to reach over $800 billion by 2030. ON is focusing on specific segments within this TAM, aiming for a significant share in power management, automotive semiconductors, and industrial automation.

Upturn SWOT Analysis

Strengths

  • Broad product portfolio
  • Strong presence in automotive and industrial markets
  • Focus on high-growth areas like SiC and image sensors
  • Experienced management team
  • Global manufacturing footprint

Weaknesses

  • Exposure to cyclical semiconductor industry
  • High debt levels
  • Dependence on key customers
  • Competition from larger, more diversified companies

Opportunities

  • Growing demand for electric vehicles and advanced driver-assistance systems (ADAS)
  • Increasing adoption of industrial automation
  • Expansion of 5G infrastructure
  • Growth in renewable energy and energy storage

Threats

  • Global economic slowdown
  • Geopolitical risks and trade tensions
  • Technological obsolescence
  • Intense competition and pricing pressure
  • Supply chain disruptions

Competitors and Market Share

Key competitor logo Key Competitors

  • TXN
  • STM
  • INF
  • ADI

Competitive Landscape

ON competes effectively with larger, more diversified companies by focusing on niche markets and providing specialized solutions. Its strength lies in its application-specific expertise and customer relationships.

Major Acquisitions

Fairchild Semiconductor

  • Year: 2016
  • Acquisition Price (USD millions): 2400
  • Strategic Rationale: Expanded ON's power semiconductor portfolio and strengthened its position in the industrial and automotive markets.

Growth Trajectory and Initiatives

Historical Growth: ON has experienced growth through acquisitions and organic investments, particularly in automotive and industrial markets.

Future Projections: Analysts project continued growth for ON, driven by the demand for its products in electric vehicles, industrial automation, and 5G infrastructure.

Recent Initiatives: Recent initiatives include expanding SiC manufacturing capacity, investing in R&D for advanced sensors, and pursuing strategic acquisitions.

Summary

ON Semiconductor is a strong player in the power and sensing solutions market, particularly in automotive and industrial segments. Its focus on high-growth areas like SiC and image sensors positions it well for future expansion. Debt levels and competition remain concerns, but strategic acquisitions and investments are driving growth. ON is well positioned to benefit from the growing demand for semiconductors.

Similar Stocks

Sources and Disclaimers

Data Sources:

  • Company filings (SEC)
  • Analyst reports (e.g., Reuters, Bloomberg, Yahoo Finance)
  • Industry publications (e.g., Semiconductor Digest)

Disclaimers:

The information provided is for informational purposes only and should not be considered financial advice. Market data and analyst estimates are subject to change.

Information icon for Upturn AI Summarization accuracy disclaimer AI Summarization is directionally correct and might not be accurate.

Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

Information icon warning about Upturn AI Fundamental Rating based on potentially old data Fundamental Rating based on AI could be based on old data.

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About ON Semiconductor Corporation

Exchange NASDAQ
Headquaters Scottsdale, AZ, United States
IPO Launch date 2000-04-28
President, CEO & Director Mr. Hassane S. El-Khoury
Sector Technology
Industry Semiconductors
Full time employees 26400
Full time employees 26400

ON Semiconductor Corporation provides intelligent sensing and power solutions in Hong Kong, Singapore, the United Kingdom, the United States, and internationally. The company operates through three segments Power Solutions Group, Analog and Mixed-Signal Group, and Intelligent Sensing Group. The Power Solutions Group segment offers discrete, module and integrated semiconductor products that perform multiple application functions, including power switching, signal conditioning, and circuit protection. The Analog and Mixed-Signal Group segment designs and develops analogues, mixed-signal, power management ICs, sensor interface devices, power conversion, signal chain, and voltage regulation devices for end-users in the automotive, industrial, computing and mobile end-markets. The Intelligent Sensing Group segment designs and develops complementary metal oxide semiconductor image sensors, image signal processors, single photon detectors, including silicon photomultipliers, single photon avalanche diode arrays, and short-wavelength infrared products, as well as actuator drivers for autofocus and image stabilization for a broad base of end-users in the different end-markets. ON Semiconductor Corporation was incorporated in 1992 and is headquartered in Scottsdale, Arizona.