Added to YB: 2026-02-26
Pitch date: 2026-02-24
ON [bullish]
ON Semiconductor Corporation
-2.24%
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
$27.6B
Pitch Price
$71.28
Price Target
210.00 (+201%)
Dividend
N/A
EV/EBITDA
15.37
P/E
241.48
EV/Sales
4.72
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Top Picks 2026: ON Semiconductor Corp. (ON)
ON: Leader in GaN & SiC semiconductors for EVs, industrial automation, energy infrastructure, AI data centers. $44B TAM growing 18% annually. SiC adoption +45% YOY in industrial, data center rev doubled YOY. Positioned for recovery as auto/renewable customers rebound 2026+. Returned 100% FCF via buybacks 2025. Targets triple over 5yrs.
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