ON - NASDAQ
ON Semiconductor Corporation
$133.91
+11%ON Semiconductor Corporation provides intelligent sensing and power solutions worldwide. Its intelligent power technologies enable the electrification of the automotive industry that allows for lighter and longer-range electric vehicles, empowers fast-charging systems, and propels sustainable energy for the solar strings, industrial power, and storage systems. The company operates through three segments the Power Solutions Group, the Advanced Solutions Group, and the Intelligent Sensing Group segments. It offers analog, discrete, module, and integrated semiconductor products that perform multiple application functions, including power switching and conversion, signal conditioning, circuit protection, signal amplification, and voltage regulation functions. The company also designs and develops analog, mixed-signal, advanced logic, application specific standard product and ASICs, radio frequency, and integrated power solutions for end-users in end-markets, as well as provides foundry and design services for government customers. In addition, it develops complementary metal oxide semiconductor image sensors, image signal processors, and single photon detectors, including silicon photomultipliers and single photon avalanche diode arrays, as well as actuator drivers for autofocus and image stabilization for a broad base of end-users in various end-markets. ON Semiconductor Corporation was incorporated in 1992 and is headquartered in Phoenix, Arizona.
At a Glance
Live SnapshotON Semiconductor Corporation Street Expectations Map
Wall Street analysts project that ON stock may decline over the coming 12 months. The consensus 1-year price target stands at 94.25, with estimates ranging from a low of 62.00 to a high of 120.00.
The consensus 1-year price target stands at 94.25, with estimates ranging from a low of 62.00 to a high of 120.00.
Analyst Consensus Analysis
Upside Potential
Significant downside risk. Stock trading well above analyst consensus suggests elevated valuation concerns and potential correction.
Analyst Agreement
High uncertainty. Very wide target spread indicates significant disagreement among analysts—major valuation uncertainty or transformation underway.
Risk-Reward Profile
Unfavorable risk-reward. Downside risk exceeds upside potential. Consider defensive positioning or alternative opportunities.
Analyst Conviction
High uncertainty: Wide dispersion indicates analysts struggle to agree on valuation—proceed with caution and independent analysis.
Market Sentiment Insight
Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.
ON Semiconductor Corporation Forward Estimates of Revenue
Forward Growth Analysis
Moderate growth expected, typical for mature businesses with stable market positions.
Extensive analyst coverage provides high-quality consensus estimates and market transparency.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Positive analyst consensus with strong growth expectations and forecast confidence.
ON Semiconductor Corporation Forward Estimates of Net Income
Forward Growth Analysis
Strong growth expectations signal robust business momentum and market opportunity expansion.
Extensive analyst coverage provides high-quality consensus estimates and market transparency.
Moderate uncertainty in forecasts—typical for companies with evolving business models.
Positive analyst consensus with strong growth expectations and forecast confidence.
Key Insight
Well-supported growth expectations: Strong analyst coverage combined with positive growth projections provides confidence in forward outlook.
ON Semiconductor Corporation Forward Estimates of EPS
Forward Growth Analysis
Strong growth expectations signal robust business momentum and market opportunity expansion.
Extensive analyst coverage provides high-quality consensus estimates and market transparency.
Moderate uncertainty in forecasts—typical for companies with evolving business models.
Positive analyst consensus with strong growth expectations and forecast confidence.
Key Insight
Well-supported growth expectations: Strong analyst coverage combined with positive growth projections provides confidence in forward outlook.
ON Semiconductor Corporation Forward Estimates of EBIT
Forward Growth Analysis
Strong growth expectations signal robust business momentum and market opportunity expansion.
Extensive analyst coverage provides high-quality consensus estimates and market transparency.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Positive analyst consensus with strong growth expectations and forecast confidence.
Key Insight
Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.
ON Semiconductor Corporation Forward Estimates of EBITDA
Forward Growth Analysis
Strong growth expectations signal robust business momentum and market opportunity expansion.
Extensive analyst coverage provides high-quality consensus estimates and market transparency.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Positive analyst consensus with strong growth expectations and forecast confidence.
Key Insight
Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.
ON Semiconductor Corporation Forward Estimates of SG&A Expense
Forward Growth Analysis
Declining expectations indicate headwinds—investigate whether temporary or structural issues.
Extensive analyst coverage provides high-quality consensus estimates and market transparency.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Generally favorable outlook with reasonable growth prospects and analyst support.
ON Semiconductor Corporation Insider Positioning
During the last 12 months, insiders have sold $12.20M worth of ON shares, with no buying activity reported.
3 Months
0
0.00
96.1K
8.55M
-8.5M
-$8.55M
3-6 Months
0
0.00
4.7K
336.29K
-336K
-$336K
6-9 Months
0
0.00
41.0K
2.27M
-2.3M
-$2.27M
9-12 Months
0
0.00
20.4K
1.04M
-1.0M
-$1.04M
Top Buyers
No buying activity
Top Sellers
Thad Trent
Officer: Exec Vp & Cfo
$9.29M
Keeton Simon
Officer: Group President, Psg
$1.50M
El-Khoury Hassane
Director, Officer: Ceo & President
$776K
Gopalswamy Sudhir
Officer: Group President, Amg & Isg
$359K
Campbell Alan
Director
$275K
Insider Activity Analysis
Net Insider Sentiment
Strong bearish signal with $12.20M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.
Buy/Sell Ratio
Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.
Recent Trend (3 Months)
Heavy recent selling activity. Recent insider sales notably exceed purchases—may warrant investigation into company developments.
Insider Participation
5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.
Insider Activity Insight
Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.
Related Guides
Continue your ON research with focused valuation guides.
Research Paths
Snapshot
Start with context, operating signals, and key market metrics.
Value Model
Stress test fair value across bear, base, and bull assumptions.
Statements
Validate revenue quality, margins, and balance sheet durability.
Earnings Call
Read management commentary and compare it with reported outcomes.
Dividends
Check payout sustainability and long-term distribution behavior.
Analyst Expectations
Review consensus spread and where estimate risk is concentrated.