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ONNASDAQ/information technology

ON Semiconductor Corporation

$90.37Down-5.59 (-5.83%)
Research reviewed: Jul 12, 2026, 12:00 AM UTC
Research overview3-month price contextInvestment thesisKey catalystsLatest earnings researchRecent newsData and research sources

Research overview

ON Semiconductor Corporation operates in Semiconductors within the information technology sector. This profile tracks its company-specific earnings drivers, valuation conditions, and primary-source risks.

Open
92.92
High
92.92
Low
90.09
Market Cap
35.17B
P/E Ratio
66.45
52 Week High
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Dividend
--
Quarterly Dividend
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3-month price context

The chart shows the recent 3-month trend so users can understand short-term market structure before opening the full research workspace.

Investment thesis

Base case
Power management, sensing and silicon-carbide products can gain content in electric and software-defined vehicles. The base case remains conditional on automotive demand slowdown staying manageable.
Bull case
Power management, sensing and silicon-carbide products can gain content in electric and software-defined vehicles. Long-term customer programs can support silicon-carbide volumes as high-voltage platforms scale. Automation, energy infrastructure and data centers require efficient power conversion and sensing.
Bear case
Vehicle production cuts and inventory correction can reduce orders and factory utilization. Yield, cost, customer adoption and competing technologies may weaken returns on capacity investment. Internal factories create fixed-cost and transition risks when demand or product mix changes.

Key catalysts

  • Vehicle electrification content

    Power management, sensing and silicon-carbide products can gain content in electric and software-defined vehicles.

  • Silicon-carbide adoption

    Long-term customer programs can support silicon-carbide volumes as high-voltage platforms scale.

  • Intelligent power demand

    Automation, energy infrastructure and data centers require efficient power conversion and sensing.

Principal risks

  • Automotive demand slowdown

    Vehicle production cuts and inventory correction can reduce orders and factory utilization.

  • Silicon-carbide execution

    Yield, cost, customer adoption and competing technologies may weaken returns on capacity investment.

  • Manufacturing footprint

    Internal factories create fixed-cost and transition risks when demand or product mix changes.

Latest earnings research

Q1 2026

onsemi reported first-quarter 2026 results and discussed automotive and industrial demand, silicon-carbide programs, inventory and manufacturing utilization.

Valuation interpretation

  • The strategic case requires electrification design wins to convert into profitable volume through the automotive cycle.
  • Silicon carbide adds upside, but utilization, yield and customer concentration make execution quality central to valuation.

Peer research

AMDAVGONVDA

Recent news

Yahoo Finance · 8 hours ago

These overlooked chip stocks are getting an AI boost

Barchart · 13 hours ago

Here's What to Expect From ON Semiconductor’s Next Earnings Report

24/7 Wall St. · 2 days ago

5 Power Chip Stocks Built for the Electrification Surge

24/7 Wall St. · 2 days ago

5 Analog Chip Stocks Set to Rebound as the Cycle Changes

StockStory · 4 days ago

Entegris, onsemi, and Power Integrations Shares Are Soaring, What You Need To Know

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Thesis invalidation
Reassess the thesis if vehicle production cuts and inventory correction can reduce orders and factory utilization.

MT Newswires · 4 days ago

Update: US Equities Rise, Oil Prices Fall as Traders Look Past Middle East Tensions

Data and research sources

Research updated: Jul 12, 2026, 12:00 AM UTC
3 verified sources
onsemi Reports First Quarter 2026 Resultsonsemi · earningsVerified

Fetched: 7/12/2026, 12:00:00 AM UTC

Published: 5/4/2026, 12:00:00 AM

Open original source
onsemi Investor Relationsonsemi · companyVerified

Fetched: 7/12/2026, 12:00:00 AM UTC

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onsemi SEC FilingsU.S. Securities and Exchange Commission · filingVerified

Fetched: 7/12/2026, 12:00:00 AM UTC

Open original source
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