Added to YB: 2025-11-10
Pitch date: 2025-11-03
ON [neutral]
ON Semiconductor Corporation
+8.48%
current return
Author Info
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Company Info
ON Semiconductor Corporation provides intelligent sensing and power solutions in Hong Kong, Singapore, the United Kingdom, the United States, and internationally.
Market Cap
$18.8B
Pitch Price
$50.30
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.12
P/E
61.86
EV/Sales
3.16
Sector
Semiconductors and Semiconductor Equipment
Category
turnaround
ON 3Q Modestly Less Bad Than Expected
ON (earnings): 3Q revs -12% to $1.55B (+5.6% q/q), EPS $0.63 vs est $0.59. Auto -17.2% but +7.4% q/q recovery signs. 4Q guidance $1.48-1.58B revs, $0.57-0.67 EPS. Trades 18x trailing PE on trough earnings vs peers MCHP/STM with steeper contractions. Stabilization emerging.
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