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ON Semiconductor Corporation (ON)
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Upturn Advisory Summary
01/09/2026: ON (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
31 Analysts rated it
Highly popular stock, broad analyst coverage, trusted insights, strong investor interest.
1 Year Target Price $59.63
1 Year Target Price $59.63
| 14 | Strong Buy |
| 3 | Buy |
| 13 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -17.55% | Avg. Invested days 25 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 01/09/2026 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 24.90B USD | Price to earnings Ratio 83.41 | 1Y Target Price 59.63 |
Price to earnings Ratio 83.41 | 1Y Target Price 59.63 | ||
Volume (30-day avg) 31 | Beta 1.54 | 52 Weeks Range 31.04 - 63.63 | Updated Date 01/9/2026 |
52 Weeks Range 31.04 - 63.63 | Updated Date 01/9/2026 | ||
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 - | When - | Estimate - | Actual - |
Profitability
Profit Margin 5.16% | Operating Margin (TTM) 18.51% |
Management Effectiveness
Return on Assets (TTM) 5.69% | Return on Equity (TTM) 3.89% |
Valuation
Trailing PE 83.41 | Forward PE 21.14 | Enterprise Value 25005721506 | Price to Sales(TTM) 4.02 |
Enterprise Value 25005721506 | Price to Sales(TTM) 4.02 | ||
Enterprise Value to Revenue 4.04 | Enterprise Value to EBITDA 23.52 | Shares Outstanding 402378412 | Shares Floating 400459067 |
Shares Outstanding 402378412 | Shares Floating 400459067 | ||
Percent Insiders 0.37 | Percent Institutions 109.82 |
Upturn AI SWOT
ON Semiconductor Corporation
Company Overview
History and Background
ON Semiconductor Corporation (Nasdaq: ON) was founded in 1999 as a spin-off from Motorola's semiconductor division. It has since evolved into a leading provider of intelligent sensing and power solutions. Key milestones include its IPO in 2000, numerous strategic acquisitions to expand its product portfolio and market reach, and a significant shift towards high-growth markets like automotive and industrial.
Core Business Areas
- Automotive: Designs and manufactures a wide range of semiconductor solutions for the automotive industry, including power management ICs, sensors (image sensors), analog ICs, and discrete components for applications such as advanced driver-assistance systems (ADAS), electric vehicles (EVs), infotainment, and body electronics.
- Industrial: Provides intelligent power and sensing products for industrial applications, such as factory automation, renewable energy, power supplies, industrial motor control, and medical devices. This includes high-voltage power transistors, gate drivers, and microcontrollers.
- Cloud Power: Focuses on high-efficiency power conversion solutions for data centers and cloud computing infrastructure, enabling reduced energy consumption and improved performance for servers, power supplies, and network equipment.
- Intelligent Sensing: Develops advanced image sensors and complementary analog and mixed-signal ICs for automotive, industrial, and medical imaging applications, enabling enhanced visibility and data capture in various environments.
Leadership and Structure
ON Semiconductor is led by a seasoned executive team with a focus on strategic growth and operational excellence. The organizational structure is typically segmented by business units aligning with its core markets, such as Automotive and Industrial, along with supporting functions like engineering, sales, and operations.
Top Products and Market Share
Key Offerings
- Description: High-performance image sensors used in ADAS, surround-view cameras, and digital cockpit applications. Key competitors include Sony Semiconductor Solutions, Omnivision Technologies, and Samsung. ON Semiconductor is a significant player in this market.
- Product Name: Automotive Image Sensors
- Description: A broad range of PMICs for automotive, industrial, and computing applications, including voltage regulators, power distribution switches, and battery management ICs. Competitors include Texas Instruments, Analog Devices, and Infineon Technologies. ON Semiconductor holds a strong position, particularly in automotive PMICs.
- Product Name: Power Management Integrated Circuits (PMICs)
- Description: Power discretes and modules designed for high-voltage and high-current applications in electric vehicles (EVs) and industrial power systems. Key competitors include Infineon Technologies, STMicroelectronics, and Vishay Intertechnology. ON Semiconductor is a recognized leader in automotive power solutions.
- Product Name: Advanced Automotive MOSFETs and IGBTs
- Description: Essential components for controlling power transistors in power electronics systems. ON Semiconductor offers a comprehensive portfolio for various applications. Competitors include Texas Instruments, Analog Devices, and Microchip Technology.
- Product Name: Gate Drivers
Market Dynamics
Industry Overview
The semiconductor industry, particularly in the automotive and industrial segments, is experiencing robust growth driven by trends in electrification, autonomous driving, IoT, and energy efficiency. Demand for advanced sensing, power management, and highly integrated solutions is escalating.
Positioning
ON Semiconductor is strategically positioned to capitalize on these growth trends, with a strong focus on its automotive and industrial segments. Its competitive advantages include a broad product portfolio, deep application expertise, strong customer relationships, and a commitment to innovation in high-voltage and sensing technologies.
Total Addressable Market (TAM)
The TAM for the semiconductor market is vast and continuously expanding. For ON Semiconductor's core areas of automotive and industrial, the combined TAM is estimated to be in the hundreds of billions of dollars. ON Semiconductor is a significant player within these segments, with a strategy focused on capturing higher-value content within vehicle architectures and industrial systems.
Upturn SWOT Analysis
Strengths
- Strong market position in automotive and industrial segments.
- Broad and differentiated product portfolio in intelligent sensing and power.
- Established customer relationships with major OEMs and Tier-1 suppliers.
- Focus on high-growth, high-margin markets.
- Acquisition strategy to enhance capabilities and market access.
Weaknesses
- Exposure to cyclicality in certain end markets.
- Competition from larger, more diversified semiconductor giants.
- Potential integration challenges from past acquisitions.
- Reliance on a few key end markets for significant revenue.
Opportunities
- Continued growth in electric vehicles and autonomous driving features.
- Increasing demand for industrial automation and energy-efficient solutions.
- Expansion into emerging markets and new application areas.
- Leveraging AI and machine learning for product development and manufacturing.
- Further strategic acquisitions to fill technology gaps or market access.
Threats
- Global supply chain disruptions and geopolitical uncertainties.
- Intensifying competition and price pressures.
- Rapid technological advancements requiring continuous R&D investment.
- Economic downturns impacting end-market demand.
- Regulatory changes affecting semiconductor manufacturing or specific applications.
Competitors and Market Share
Key Competitors
- Texas Instruments (TI)
- Infineon Technologies (IFX)
- STMicroelectronics (STM)
- Analog Devices (ADI)
- NXP Semiconductors (NXP)
Competitive Landscape
ON Semiconductor differentiates itself through its focused strategy on automotive and industrial markets, deep application expertise, and a strong portfolio of intelligent sensing and power solutions. While facing competition from larger, more diversified players, its specialization allows it to capture significant market share and content within these critical growth areas. Its ability to integrate diverse technologies and provide end-to-end solutions is a key advantage.
Major Acquisitions
Quantenna Communications
- Year: 2019
- Acquisition Price (USD millions): 390
- Strategic Rationale: Acquired to strengthen ON Semiconductor's connectivity solutions, particularly for automotive Ethernet and Wi-Fi, enhancing its offering for connected car and industrial IoT applications.
Freescale Semiconductor's Automotive Radar Business
- Year: 2015
- Acquisition Price (USD millions): Undisclosed
- Strategic Rationale: This acquisition (part of a larger context with the spin-off from Motorola) helped ON Semiconductor expand its radar technologies for ADAS applications, a key growth area.
Growth Trajectory and Initiatives
Historical Growth: ON Semiconductor has experienced significant growth over the past decade, marked by a strategic pivot from a more general-purpose semiconductor supplier to a focused provider of intelligent sensing and power solutions for automotive and industrial markets. This shift has led to higher revenue growth rates and improved profitability.
Future Projections: Analyst projections for ON Semiconductor's future growth are generally positive, with expectations of continued expansion in its core markets, particularly driven by the automotive industry's transition to EVs and ADAS. Growth in industrial automation and energy efficiency solutions also contributes to these projections.
Recent Initiatives: Recent initiatives include the acquisition of Quantenna Communications to bolster its connectivity solutions, a strong focus on silicon carbide (SiC) technology for power efficiency in EVs, and continued investment in advanced image sensing technologies. The company is also emphasizing its role in enabling the automotive 'domain controller' architecture.
Summary
ON Semiconductor is a strong player in the automotive and industrial semiconductor markets, driven by its focus on intelligent sensing and power solutions. Its strategic acquisitions and product innovation have positioned it well for growth in high-demand sectors like EVs and automation. While facing intense competition, its specialized approach and strong customer relationships provide a competitive edge. Key areas to monitor include supply chain resilience and the pace of technological evolution.
Similar Stocks
Sources and Disclaimers
Data Sources:
- ON Semiconductor Investor Relations
- Company SEC Filings (10-K, 10-Q)
- Financial news and analysis platforms (e.g., Reuters, Bloomberg, Yahoo Finance)
- Industry research reports
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It does not constitute financial advice. Investors should conduct their own due diligence and consult with a qualified financial advisor before making investment decisions. Market share data is approximate and can vary depending on the specific market segment and data source. Financial metrics are subject to change and should be verified with the latest official company reports.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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 | Website https://www.onsemi.com |
Full time employees 26400 | Website https://www.onsemi.com | ||
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.
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