ON Semiconductor Corporation
ON · Price history
Price at last available close
$78.67
+$3.02 (+3.99%) 1M
2026-10-27
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Company & revenue
About ON Semiconductor Corporation
Primary reporting period: 2025-12-31 · Research updated Oct 12, 2026. A research update is not a new financial filing.
Who they are
ON Semiconductor Corporation operates as a global provider of sophisticated power and sensing solutions. Their cutting-edge power innovations are pivotal in modernizing various sectors: they contribute to the development of lighter, extended-range electric vehicles, underpin rapid-charging infrastructure, and bolster sustainable energy initiatives for applications such as solar arrays, industrial power systems, and energy storage. The company's operations are structured into three main divisions: the Power Solutions Group, the Advanced Solutions Group, and the Intelligent Sensing Group.
How they make money
onsemi generates revenue primarily through the design, manufacture, and sale of semiconductor products to a diverse base of distributors and direct customers. The company also derives a smaller portion of its revenue from product development agreements and provides intelligent sensing and power solutions for various industrial and automotive applications.
Products & services
Intelligent power and sensing technologies, including power management, image sensors, and analog/mixed-signal components for automotive, industrial, and cloud infrastructure markets.
Brands & revenue mix
The primary corporate brand under which all operating segments function.
Separate brand revenue is not available in this research.Source
Revenue share is not unit sales or a best-seller ranking. Parent brands and included sub-brands can overlap; do not add overlapping rows.
Product / operating segments
Geographic revenue
No reconciled geographic revenue breakdown was confirmed for the current research period.
Customer concentration
Sales to direct customers accounted for approximately 46% of total revenue in 2025, with the remainder primarily through distributors.
Suppliers, materials & equipment
- Contract manufacturers — The company utilizes various third-party contract manufacturers for assembly and test services.Source
Competitors
Strengths
- Leadership in intelligent power and sensing technologiesSource
Sources
Wall Street Score
Overall investment score · Quality, value, risk and opportunity
33
Poor
View category scores →
Company Quality
How good is the actual business—regardless of today’s stock price?
56
Fair
Financial Strength
66
Business Quality / Moat
47
Management
78
Growth Quality
25
Risk / Durability
54
Uses financial strength, moat, management, growth quality and durability. It excludes share price, P/E, market cap, intrinsic value and margin of safety.
Opportunity
Opportunity Score · How does the current price compare with estimated value?
34
Avoid
Based on current valuation, company quality, recent trends, and available market signals.
View score details →
Model Outlook
12-month model · What does the model think happens next?
41/100
Building Historical Record
Model Score 41/100 — estimates relative performance potential, distinct from the overall Wall Street Score and the separate Company Quality score.
Probability unavailable — the model has not produced a calibrated probability yet.
Click for full breakdown →
WSS View
The quick read
The overall Wall Street Score is low across its combined quality, valuation and risk inputs. This can reflect an expensive share price, business weaknesses, or both; check Company Quality and the category breakdown before drawing a conclusion.
At today’s price, the WSS valuation framework currently reads as less attractive based on the available valuation and market data.
The model outlook is currently cautious.
- •Balance-sheet / debt profile scores strongly
- •Recent buyback activity is present
- •Debt service risk
- •M&A headline · Oct 18, 2026
- •M&A headline · Oct 2, 2026
- •M&A headline · Oct 1, 2026
- •Valuation is a weaker part of the current profile
Company-specific research
Questions worth answering for ON
These questions are generated from this company's current financial and score data so the page adds context instead of treating the headline score as a stand-alone conclusion.
- •Can ON maintain its current revenue growth rate and improve the amount of that revenue that turns into earnings and cash?
- •Is ON's positive free cash flow repeatable, or is the current level being helped by temporary working-capital or spending changes?
- •Does ON's balance between cash and debt leave enough flexibility if business conditions weaken?
- •What future growth or profitability would be needed to justify ON's current valuation?
Essential Investment Snapshot
Wall Street Score
33
Opportunity Score
34
Market Cap
$30.63B
P/E Ratio
48.7
EPS
$1.58
52-Week High
$134.92
52-Week Low
$44.56
Beta
2.05
Intrinsic Value
$13.43
Analyst Target
$95.00
Shares Outstanding
411.8M
Total Revenue
$6.20B
Total Debt
$4.48B
Dividend
No current dividend
Liquidation Value / Share
$17.58
Momentum & Volatility Signals
Two different market-behavior signals. Momentum measures direction and trend strength. Volatility measures how large and unstable the price moves are, regardless of direction.
Neutral / mixed momentum
Normal movement
A high momentum score means price has been trending upward with confirming short- and medium-term strength. A low score means downward or weakening momentum.
A high volatility score means larger, less stable price swings. It can happen while a stock is rising or falling, so high volatility is not automatically bullish or bearish.
Important: the volatility score above is based on realized price volatility. Implied volatility (IV) comes from options prices and represents the market's expected future movement. Wall Street Score will keep IV separate and will only display it when a verified options-chain feed is available.
Notices for ON
Detected from reported data — verify before acting.Historical repurchase activity
Reported cash flows or share-count measures indicate past repurchase activity. This does not verify an active buyback authorization or future purchases.
Debt service risk
Interest coverage is low (~1.2x). Earnings may be strained to cover interest expense.
M&A headline · Oct 18, 2026
138,377 Shares of onsemi $ON Acquired by Counterpoint Mutual Funds LLC — This is a provider-linked headline, not an independently confirmed event. Check the article and company filings for the subject, proposed/completed status, and subsequent updates.
Defense WorldM&A headline · Oct 2, 2026
Onsemi, Synaptics Stocks Rally on Revised Merger Agreement — This is a provider-linked headline, not an independently confirmed event. Check the article and company filings for the subject, proposed/completed status, and subsequent updates.
InvestopediaM&A headline · Oct 2, 2026
ON Semiconductor Transforms Synaptics Acquisition into Cash Offer for Shareholders — This is a provider-linked headline, not an independently confirmed event. Check the article and company filings for the subject, proposed/completed status, and subsequent updates.
GuruFocusM&A headline · Oct 1, 2026
onsemi and Synaptics Announce Revised Merger Agreement — This is a provider-linked headline, not an independently confirmed event. Check the article and company filings for the subject, proposed/completed status, and subsequent updates.
GlobeNewsWireCommunity Sentiment
0 active · 0 total callsNo personal call yet on ON.
Potential upside factors
- +Growth opportunities may come from revenue expansion, margin improvement, new products, market-share gains, and stronger cash flow.
- +Leadership in intelligent power and sensing technologies.
- +Positive free cash flow may provide capacity to invest in growth.
Potential downside factors
- −Key risks may include competition, margin pressure, debt levels, valuation risk, and changes in demand within the Semiconductors industry.
- −Semiconductor industry cyclicality and market volatility.
- −Significant consolidation and vertical integration among customers.
These research factors come from saved company research and financial data, not community votes. They are starting points to verify against filings, not buy or sell recommendations.
Create a free account to make a call.
Scores
Click any score for full breakdownWas this stock page easy to understand?
One click helps us improve the research experience. This is not tied to an investment decision.
Score Changes
3 historical score records availablePrevious Score
33
Oct 1, 2026
Change
Unchanged
Current Score
33
Oct 12, 2026
Category Changes
ON score was unchanged.
Projected Score
Projected Score
40
Projected Change
+7.6 points
Preliminary comparable-period financial changes suggest improvement of approximately 7.6 points. This is a projected estimate, not the official WallStreetScore.
Price vs. Value
OvervaluedCurrent Price
$78.67
Model Intrinsic Value
$13.43
Difference
+$65.24
+485.8% vs IV
Margin of Safety
-485.8%
Financial Charts
Revenue
Additional Metrics
Operating Cash Flow
Total Debt
Total Assets
Net Margin %
Free includes 3 annual periods plus available TTM; Premium includes up to 10 annual periods. History depends on available company filings. Swipe the table horizontally to see older periods. A dash means unavailable, not zero.
| Line Item | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $6.20B | $6.00B | $7.08B | $8.25B | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Cost of Revenue | $3.88B | $4.01B | $3.87B | $4.37B | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Gross Profit | $2.32B | $1.98B | $3.22B | $3.88B | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Research & Development | $560.8M | $583.6M | $612.7M | $577.3M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| SG&A Expenses | $615.2M | $604.8M | $649.8M | $641.5M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Operating Expenses | $1.60B | $1.90B | $1.45B | $1.34B | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| EBITDA | $1.54B | $888.2M | $2.54B | $3.22B | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Operating Income | $722.6M | $84.2M | $1.77B | $2.54B | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Interest Expense | $61.4M | $70.9M | $62.3M | $74.8M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Income Before Tax | $716.4M | $131.3M | $1.84B | $2.54B | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Income Tax Expense | $84.7M | $7.7M | $262.8M | $350.2M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Net Income | $630.2M | $121.0M | $1.57B | $2.18B | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Basic EPS | $1.58 | $0.29 | $3.68 | $5.07 | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Basic Shares | 390M | 411M | 427M | 431M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Diluted Shares | 404M | 412M | 433M | 447M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
Earnings Summary
Revenue
$1.60B
Estimate unavailable.
Revenue Beat/Miss
Not available (no estimate stored)
EPS
$0.56
Estimate unavailable.
EPS Beat/Miss
Not available (no estimate stored)
Debt Change
+32.8%
Cash Change
+39.1%
Margin Change
+2.5 pp
Debt and cash show percentage changes versus the comparison period; margin shows the change in percentage points (pp). These are company-wide changes, not per-share amounts.
Financial Changes Since Prior Period
What Improved
- Margins expanded
- Cash position grew
What Weakened
- Debt increased
Potential Score Impact
Positive indicators included revenue growth, EPS growth, cash levels, net income margin. Pressure indicators included debt levels. These factors may support or pressure the Revenue, Management, Financial, and Debt categories; this summary does not claim that the stored scores changed.
Stored Earnings Analysis
Revenue increased 9.2%. EPS increased 36.6%. Cash increased 39.1%. Total debt increased 32.8%. Net income margin improved by 2.5 percentage points.
Earnings-Call Transcript
Earnings-call transcript analysis is not currently available.
These results may influence future scores when the next evaluation is completed.
Insider Activity
Guru / Smart Money
Guru Score
43
Smart Money
43
Number of Gurus
3
Total Guru Value
Avg Portfolio Weight
Largest Holder
Largest Holder %
New Positions
Increased Positions
Reduced Positions
Exited Positions
Net Guru Sentiment
Short Interest
Dividend History
Dividend data is not available yet. Missing data does not mean this company pays no dividend.
Conservative Projected Values
3 Years
$———.——
5 Years
$———.——
10 Years
$———.——
Conservative Projection Rate
——%
Conservative Projected Values — price projections derived from actual 10-year adjusted historical returns, conservatively adjusted and capped at 8% annually. These are distinct from the Outperformance Model Score and WallStreetScore.
Conservative Projected Values
Premium unlocks the 3-year, 5-year, and 10-year conservative projected values with full calculation breakdowns based on actual historical returns.
Start 7-Day Free TrialHistorical Outperformance Record
Premium includes stored forecasts and any available evaluated results. Completed results, win rates and calibrated probabilities are shown only when supported records exist; access does not create historical outcomes.
Start 7-Day Free TrialHistorical Trends
3 historical recordsHistorical Score Chart
3 of 3 records shownWall Street Score
Debt Score
Revenue Score
Asset Score
Capital Score
Management Score
Moat Score
Valuation Score
Buffett Score
Intrinsic Value
Value Reference
Margin of Safety %
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Rumor Mill · ON
Corporate developments & opportunities
No reviewed developments match this filter.
Evidence credibility is not a forecast of stock performance. Rumor Mill is separate from the WSS score.
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