Added to YB: 2026-06-19
Pitch date: 2026-06-17
ON [bullish]
ON Semiconductor Corporation
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
$46.3B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
21.90
P/E
83.67
EV/Sales
7.79
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Power Semiconductors Thesis (I) – 5 Stocks with Realistic 5x+ Mid-term Potential - ON Semiconductor Corporation
ON: Diversified SiC power semi leader (EliteSiC) across auto, industrial & AI data center. More balanced risk/reward vs pure-plays. ~$116.79/share, $45.4B mkt cap, 86x trailing/38x fwd P/E. 5x+ thesis: SiC adoption in AI DCs + auto/industrial recovery. Risks: cyclicality, SiC competition, capacity execution, multiple compression.
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