ON Semiconductor Corporation (ON) Stock: Price, Forecast & Analyst Target
ON Semiconductor Corporation (ON) — MoonshotScore 58/100 (Fair band), calculated Oct 5, 2026. Price $85.93 (+1.23%), as of the Oct 5, 2026 trading session; market cap $33.5B. Expected results Nov 2, 2026.
Educational signal · not a buy or sell recommendation · How to read this
Market value / cash and short-term investments: 8.67× (market value Oct 5, 2026; cash Jul 3, 2026) · expected results Nov 2, 2026
ON Semiconductor Corporation · ON · NASDAQ · Technology · Semiconductors
Research dated 2026-09-12: ON Semiconductor supplies power-management and sensing chips for electric vehicles, charging systems, energy infrastructure, industrial equipment and imaging applications. Its defining question is whether recovering demand and expanding power content can rebuild profit without another margin setback.
Price as of Oct 5, 2026
Key Statistics
MoonshotScore v2 · ON Semiconductor (ON)
FairWhy this rating? Method, drivers & history
Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.
- Business Quality — Is this a genuinely good business?
- Financial Safety — Could this blow up on me?
- Valuation — Am I paying a fair price?
- Growth Durability — Is the growth real and likely to last?
- Momentum — Is the market already moving on this?
Stalling growth; the market is already moving on it. Business Quality: Average; Financial Safety: Sound; Valuation: Full; Growth Durability: Shrinking; Momentum: Rising.
- quarterly revenue $1.60B (Q2 FY2026, quarter ended Jul 2026)
- EPS beat 6 of 8
- expected results Nov 2, 2026
Holding back: soft growth
Helping: positive momentum
What has the MoonshotScore done over time?
| Recorded | Score | Band |
|---|---|---|
| 57 | Fair | |
| 60 | Fair | |
| 60 | Fair | |
| 58 | Fair | |
| 58 | Fair | |
| 58 | Fair |
The score was 58 in the stored Oct 4, 2026 snapshot and remains 58 in the current publication computed Oct 5, 2026 (0); the largest pillar moves were Financial Safety +1 and Growth Durability +1; the pillar moves offset under the sector-relative weighting, so the headline score is unchanged.
Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.
Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →
Price & valuation
| Measure | Value | As of |
|---|---|---|
| Latest provided price | $85.93 | |
| Change on the day | +1.23% | |
| 52-week range | $44.56 – $134.92 | |
| Market capitalisation | $33.5B | |
| Price / earnings (trailing) | 53.73 | |
| Shares traded on the day | 11.34M | |
| Beta (volatility vs the S&P 500) | 2 |
Price & events
Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file or a dated event that is not a results report. Numbers key to the dated list. Point at or tab to any week for its close.
Events behind the price
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings call · management outlook
Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.
Upcoming events
Management outlook
We now expect AI data center revenue to more than double in 2026, driven by stronger demand, further accelerated by broader customer wins and expanding content across the entire Power Tree.
Hassane El-Khoury · Statement from
We expect our ESS revenue to grow approximately 40% year-over-year in 2026, driven by higher year-over-year growth in North America with microgrid customers.
Hassane El-Khoury · Statement from
Statement dates identify the earnings call, not a deadline. Management expectations and provider estimates can change.
Read management statementsOther perspectives
Council score for ON Semiconductor (ON): perspectives
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
5-Factor Breakdown
Legends Council
4 lenses, 0 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read on: Oct 3, 2026 · older than the 27 hours refresh window; not a current reading
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Sep 9, 2026 · older than the 27 hours refresh window; not a current reading
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
On Sep 9, 2026, the Munger lens read the price at that time as fairly valued against its own estimate of value.
Readings on this page are from Oct 6, 2026, except a card that shows its own read date.
Watch the ON film — every key number, told as a short cinematic story
~2 min · open the film
What is ON Semiconductor (ON), and what does it report?
Short answer · as of
ON sells analog components, discrete devices, modules and integrated circuits that switch, convert, regulate and protect power.
Research dated 2026-09-12.
ON sells analog components, discrete devices, modules and integrated circuits that switch, convert, regulate and protect power. Its sensing portfolio adds CMOS image sensors, image processors, detector arrays and actuator drivers, while specialized foundry and design services serve government customers.
The operating architecture spans Power Solutions, Advanced Solutions and Intelligent Sensing. Power Solutions generates materially more segment revenue than Intelligent Sensing, making electrification and energy infrastructure more important to the reported sales base than imaging alone.
What do the latest results show for ON Semiconductor (ON)?
Short answer · as of
The most recent reported quarter, Q2 FY2026, carried revenue of $1.60B.
Research dated 2026-09-12.
The latest period brought sequential revenue growth and a return to operating and net profit after the preceding loss. Gross profit improved, operating cash flow strengthened and reported revenue and adjusted earnings exceeded market estimates, but sales remain below the earlier run rate visible in the quarterly series.
Management’s explanation is principally forward-looking: stronger AI data-center demand, broader customer wins and more content across the Power Tree are expected to support expansion, while energy-storage demand is tied partly to North American microgrid customers. Those claims identify the recovery mechanism, but segment growth and sustained margin improvement still need to confirm it.
Where is operating spending going?
Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.
- Latest quarter · revenue
- $1.60B Jul 3, 2026
- Latest quarter · R&D
- $140.80M Jul 3, 2026
- Latest quarter · SG&A
- $165.20M Jul 3, 2026
- Latest quarter · FMP standardized operating result
- $258.60M Jul 3, 2026
| Period end | Revenue | R&D | SG&A | FMP standardized operating result |
|---|---|---|---|---|
| Jul 3, 2026 | $1.60B | $140.80M | $165.20M | $258.60M |
| Apr 3, 2026 | $1.51B | $144.30M | $152.40M | −$53.40M |
| Dec 31, 2025 | $1.53B | $133.80M | $147.50M | $253.00M |
| Oct 3, 2025 | $1.55B | $141.90M | $150.10M | $264.40M |
USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.
Did results meet expectations?
Reported earnings and revenue alongside the estimates recorded by the provider.
- Latest report · revenue
- $1.60B Aug 3, 2026
- Latest report · revenue estimate
- $1.59B Aug 3, 2026
- Latest report · revenue vs estimate
- Above estimate Aug 3, 2026
- Latest report · EPS vs estimate
- Above estimate Aug 3, 2026
| Report date | Revenue · reported | Revenue · estimate | EPS · reported | EPS · estimate |
|---|---|---|---|---|
| Aug 3, 2026 | $1.60B | $1.59B | $0.7400 | $0.7150 |
| May 4, 2026 | $1.51B | $1.49B | $0.6400 | $0.6100 |
| Feb 9, 2026 | $1.53B | $1.54B | $0.6400 | $0.6240 |
| Nov 3, 2025 | $1.55B | $1.52B | $0.6300 | $0.5900 |
Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.
Quarterly income statement — 4 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q2 FY2026 | $1.60B | $227M | $0.56 (diluted) |
| Q1 FY2026 | $1.51B | -$33M | -$0.08 (diluted) |
| Q4 FY2025 | $1.53B | $182M | $0.45 (diluted) |
| Q3 FY2025 | $1.55B | $255M | $0.63 (diluted) |
What are the financial strengths and risks for ON Semiconductor (ON)?
Short answer
Cash and short-term investments were $3.86B at the Jul 3, 2026 balance-sheet date. Operating cash flow was $459.70M for the quarter ended Jul 3, 2026, meaning operations generated cash. These figures do not establish a cash runway.
Research dated 2026-09-12.
Liquidity is substantial, current obligations appear well covered and operating cash flow has remained positive throughout the reported quarterly series. The cash balance also rose sharply in the latest period, although total debt still exceeds cash and short-term investments.
The principal financial risk is earnings sensitivity: annual revenue and net income contracted sharply, and the quarterly record includes abrupt swings from profit to loss. Because Power Solutions dominates the disclosed segment mix, weaker electric-vehicle, charging or energy-infrastructure demand could again pressure companywide profitability. Quality and distress screens are constructive, but the valuation still assumes that recovery translates into durable earnings.
How much cash does the business generate or use?
Quarterly operating cash flow shows cash generated or used by operations.
- Latest quarter · operating cash flow
- $459.70M Jul 3, 2026
- Previous quarter · operating cash flow
- $239.10M Apr 3, 2026
| Period end | Operating cash flow | Capital expenditure (reported) |
|---|---|---|
| Jul 3, 2026 | $459.70M | −$34.30M |
| Apr 3, 2026 | $239.10M | −$21.90M |
| Dec 31, 2025 | $554.50M | −$69.10M |
| Oct 3, 2025 | $418.70M | $225.80M |
Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.
USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.
What should you watch next at ON Semiconductor (ON)?
Short answer · as of
The next earnings report is expected on Nov 2, 2026.
Research dated 2026-09-12.
Watch sequential revenue, gross profit and operating income against management’s call for stronger sales and improved non-GAAP gross margin. Revenue from AI data centers and energy storage deserves particular attention because management tied the expansion case to broader Power Tree adoption, customer wins and microgrid demand.
Consensus expectations assume continued revenue and earnings recovery across the forecast horizon. Confirmation would require rising sales to carry through into profit and cash generation; renewed operating losses, weaker cash conversion or erosion of the recently enlarged cash balance would challenge that path.
What management is planning
Management expectations, not completed milestones or guarantees. Selected verbatim excerpts; dates follow the transcript provider.
We now expect AI data center revenue to more than double in 2026, driven by stronger demand, further accelerated by broader customer wins and expanding content across the entire Power Tree.
Hassane El-Khoury ·
We expect our ESS revenue to grow approximately 40% year-over-year in 2026, driven by higher year-over-year growth in North America with microgrid customers.
Hassane El-Khoury ·
At the same time, the AI halo effect continues to create incremental growth opportunities across energy infrastructure, where we expect ESS revenue to grow by approximately 40% this year.
Hassane El-Khoury ·
We anticipate Q3 revenue will be in the range of $1.65 billion to $1.75 billion. Our non-GAAP gross margin is expected to be between 40% and 42%, which includes share-based compensation of $8 million.
Thad Trent ·
How does ON Semiconductor compare with its peers?
Short answer
ON Semiconductor's score ranks 13th of 13 in the bounded comparison shown, against 12 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.
Research dated 2026-09-12.
The semiconductor label is too broad to describe ON as a conventional digital-chip vendor. Its portfolio is built around controlling electrical power and capturing physical images, combining switching, conversion, protection and regulation products with CMOS sensors, image processors, detector arrays and actuator drivers.
That combination differs from a narrow sensing or logic business. Power Solutions is the larger disclosed franchise, while sensing adds exposure to automotive and imaging systems; the resulting mix links ON more directly to electrification, charging and energy infrastructure than a generic semiconductor comparison would suggest.
| Company | Price | Market value | Score |
|---|---|---|---|
| $444.53 Oct 5, 2026 | $69.5B | 89 5-pillar Oct 5, 2026 | |
| $362.34 Oct 5, 2026 | $62.1B | 87 5-pillar Oct 5, 2026 | |
| $23.39 Oct 5, 2026 | $58.4B | 83 5-pillar Oct 5, 2026 | |
| $327.52 Oct 5, 2026 | $25.0B | 75 5-pillar Oct 5, 2026 | |
| $192.83 Oct 5, 2026 | $18.0B | 74 5-pillar Oct 5, 2026 | |
| $241.59 Oct 5, 2026 | $27.3B | 71 5-pillar Oct 5, 2026 | |
| $133.57 Oct 5, 2026 | $18.3B | 68 5-pillar Oct 5, 2026 | |
| $328.12 Oct 5, 2026 | $16.3B | 67 5-pillar Oct 5, 2026 | |
| $241.97 Oct 5, 2026 | $61.0B | 66 5-pillar Oct 5, 2026 | |
| $166.92 Oct 5, 2026 | $25.5B | 64 5-pillar Oct 5, 2026 | |
| $710.04 Oct 5, 2026 | $18.7B | 64 5-pillar Oct 5, 2026 | |
| $48.56 Oct 5, 2026 | $26.6B | 63 5-pillar Oct 5, 2026 | |
| ON Semiconductor (ON) — this page | $85.93 | $33.5B | 58 |
Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.
The records behind this page
Analyst targets & estimates
What analysts have on file
- Price target, low to high
- $62.00 – $150.00
- Consensus target
- $99.50
- Median target
- $95.00
Consensus record · Captured .
Measured against a quoted price of $85.93 (as of Oct 5, 2026).
Insider activity
Form 4 records via FMP · Of the newest 15 records, those within the last 180 days, newest dated Oct 2, 2026
- Transactions
- 13
- Identified insiders
- 8
- Purchases
- 0
- Sales
- 4
- Other transactions
- 9
Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
Who holds the shares?
Institutional ownership reported through 13F filings.
- Reporting holders
- 1,084 Period end Jun 30, 2026
- Previous quarter · holders
- 900 Prior to period end Jun 30, 2026
| Holders in provider snapshot | Shares |
|---|---|
| Fmr LLC | 56,679,393 |
| Blackrock, INC. | 40,980,739 |
| Vanguard Capital Management LLC | 25,616,396 |
| Vanguard Portfolio Management LLC | 19,639,331 |
| State Street Corp | 18,557,255 |
Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.
ON Semiconductor Technology Stock: Key Questions Answered
Research dated 2026-09-12; the answers below are from that research, and the full attribution is under Sources. The last 3 questions are answered from this page's own dated data, not from the research.
What does ON’s Power Tree supply to AI data centers?
The Power Tree encompasses semiconductor content used to switch, convert, regulate and protect power through data-center electrical systems. Management expects stronger demand, broader customer adoption and expanding content to drive this business.
Why does Power Solutions matter so much to ON Semiconductor?
Power Solutions produces materially more disclosed segment revenue than Intelligent Sensing. Demand for electric vehicles, charging, solar, industrial power and energy storage therefore carries substantial weight in ON’s sales profile.
How do electric vehicles create demand for ON Semiconductor?
ON supplies power devices and integrated solutions used for switching, energy conversion, voltage regulation and circuit protection. Those functions support vehicle power systems and rapid-charging infrastructure, so semiconductor content and vehicle demand shape the opportunity together.
Has ON Semiconductor’s profit recovery produced cash?
Operating cash flow strengthened alongside the latest return to operating and net profit. Cash generation also remained positive during reported loss periods, showing that accounting earnings and cash flow have not moved in lockstep.
What is the ON stock price today?
The last price recorded on this page for ON Semiconductor Corporation (ON) is $85.93, as of the Oct 5, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.
What is the ON price target?
The analyst consensus price target for ON Semiconductor Corporation (ON) is $99.50 (range $62.00 to $150.00, median $95.00), per FMP data captured Oct 5, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.
When are ON's next earnings?
The next earnings date listed on this page for ON Semiconductor Corporation (ON) is Nov 2, 2026. Companies sometimes move report dates, so the company's own announcement is the final word on timing.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Research written by Codex (gpt-5.6-sol) on 2026-09-12. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (80 figures)
The 80 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 2 facts from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
prod.outlook | Management outlook — call excerpts | Hassane El-Khoury (Aug 4, 2026): We now expect AI data center revenue to more than double in 2026, driven by stronger demand, further accelerated by broader customer wins and expanding content across the entire Power Tree. Hassane El-Khoury (Aug 4, 2026): We expect our ESS revenue to grow approximately 40% year-over-year in 2026, driven by higher year-over-year growth in North America with microgrid customers. Hassane El-Khoury (Aug 4, 2026): At the same time, the AI halo effect continues to create incremental growth opportunities across energy infrastructure, where we expect ESS revenue to grow by approximately 40% this year. Thad Trent (Aug 4, 2026): We anticipate Q3 revenue will be in the range of $1.65 billion to $1.75 billion. Our non-GAAP gross margin is expected to be between 40% and 42%, which includes share-based compensation of $8 million. | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) — Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | |
id.hq | SEC filing business address | Scottsdale, AZ | OFFICIAL | SEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "5701 North Pima Road, Scottsdale, AZ, 85250, US". The FMP company description names Phoenix, Arizona as the headquarters; this page uses the address in this row. |
FMP — 70 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
px.last | Latest provided price | $85.93 | FMP | Financial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-05T21:44:34.278Z. | |
px.change | Change on the day | +1.23% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalisation | $33.5B | FMP | Financial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-05. FMP quote timestamp: 2026-10-05T20:00:00.000Z. Captured from FMP at 2026-10-05T21:44:32.866Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
px.change_abs | Change on the day, in dollars | +$1.04 | FMP | Financial Modeling Prep (FMP) · quote | |
fin.q_revenue | Revenue, Q2 FY2026 | $1.60B | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
px.pe | Price / earnings (trailing) | 53.73 | FMP | Financial Modeling Prep (FMP) · quote | |
px.volume | Shares traded on the day | 11.34M | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 2 | FMP | Financial Modeling Prep (FMP) company profile | |
id.ceo | Chief executive | Hassane S. El-Khoury | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
id.employees | Employees | 22,600 | FMP | Financial Modeling Prep (FMP) employee count, from the company's filing | |
fin.annual | Revenue and net result by fiscal year | 5 fiscal years, FY2021 through FY2025: FY2021 revenue $6.74B, net result $1.01B; FY2022 revenue $8.33B, net result $1.90B; FY2023 revenue $8.25B, net result $2.18B; FY2024 revenue $7.08B, net result $1.57B; FY2025 revenue $6.00B, net result $121.00M | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements | |
fin.rev_mix | Reported revenue segments | AMG $2.26B · ISG $928.40M · PSG $2.81B | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K | |
fin.gross_margin | Gross margin (trailing twelve months) | 37.4% | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.q_table.depth.2026-07-03.revenue_k | Revenue — period end 2026-07-03 | $1.60B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-07-03.rd_k | R&D — period end 2026-07-03 | $140.80M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-07-03.sga_k | SG&A — period end 2026-07-03 | $165.20M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-07-03.operating_result_k | FMP standardized operating result — period end 2026-07-03 | $258.60M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-04-03.revenue_k | Revenue — period end 2026-04-03 | $1.51B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-04-03.rd_k | R&D — period end 2026-04-03 | $144.30M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-04-03.sga_k | SG&A — period end 2026-04-03 | $152.40M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-04-03.operating_result_k | FMP standardized operating result — period end 2026-04-03 | −$53.40M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.revenue_k | Revenue — period end 2025-12-31 | $1.53B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.rd_k | R&D — period end 2025-12-31 | $133.80M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.sga_k | SG&A — period end 2025-12-31 | $147.50M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.operating_result_k | FMP standardized operating result — period end 2025-12-31 | $253.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-10-03.revenue_k | Revenue — period end 2025-10-03 | $1.55B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-10-03.rd_k | R&D — period end 2025-10-03 | $141.90M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-10-03.sga_k | SG&A — period end 2025-10-03 | $150.10M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-10-03.operating_result_k | FMP standardized operating result — period end 2025-10-03 | $264.40M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
earn.history.depth.2026-08-03.revenue_actual | Revenue · reported — report date 2026-08-03 | $1.60B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-03.revenue_estimated | Revenue · estimate — report date 2026-08-03 | $1.59B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-03.eps_actual | EPS · reported — report date 2026-08-03 | $0.7400 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-03.eps_estimated | EPS · estimate — report date 2026-08-03 | $0.7150 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-04.revenue_actual | Revenue · reported — report date 2026-05-04 | $1.51B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-04.revenue_estimated | Revenue · estimate — report date 2026-05-04 | $1.49B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-04.eps_actual | EPS · reported — report date 2026-05-04 | $0.6400 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-04.eps_estimated | EPS · estimate — report date 2026-05-04 | $0.6100 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-09.revenue_actual | Revenue · reported — report date 2026-02-09 | $1.53B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-09.revenue_estimated | Revenue · estimate — report date 2026-02-09 | $1.54B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-09.eps_actual | EPS · reported — report date 2026-02-09 | $0.6400 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-09.eps_estimated | EPS · estimate — report date 2026-02-09 | $0.6240 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-03.revenue_actual | Revenue · reported — report date 2025-11-03 | $1.55B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-03.revenue_estimated | Revenue · estimate — report date 2025-11-03 | $1.52B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-03.eps_actual | EPS · reported — report date 2025-11-03 | $0.6300 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-03.eps_estimated | EPS · estimate — report date 2025-11-03 | $0.5900 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
fin.q_table | Quarterly income statement | 4 quarters through Q2 FY2026 | FMP | Financial Modeling Prep (FMP) · income statement (quarterly), as filed | |
fin.cash_investments | Cash and short-term investments | $3.86B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. | |
fin.opcf_latest | Latest-quarter operating cash flow | $459.70M | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-07-03. Negative operating cash flow means cash used. This figure is not a cash-runway estimate. | |
fin.long_term_investments | Long-term investments (classification unverified) | $0.00 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.total_debt | Total debt | $4.48B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.price_to_book | Price to book value | 4.59× | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.opcf.depth.2026-07-03.operating_cash_flow_m | Operating cash flow — period end 2026-07-03 | $459.70M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-04-03.operating_cash_flow_m | Operating cash flow — period end 2026-04-03 | $239.10M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-07-03.capex_m | Capital expenditure (reported) — period end 2026-07-03 | −$34.30M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-04-03.capex_m | Capital expenditure (reported) — period end 2026-04-03 | −$21.90M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.operating_cash_flow_m | Operating cash flow — period end 2025-12-31 | $554.50M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.capex_m | Capital expenditure (reported) — period end 2025-12-31 | −$69.10M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-10-03.operating_cash_flow_m | Operating cash flow — period end 2025-10-03 | $418.70M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-10-03.capex_m | Capital expenditure (reported) — period end 2025-10-03 | $225.80M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
earn.pt_range | Analyst price target, low to high | $62.00 – $150.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
earn.pt_consensus | Consensus analyst price target | $99.50 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
earn.pt_median | Median analyst price target | $95.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
own.insiders | Insider transactions via FMP | 13 transactions · 0 purchases, 4 sales, 9 other transactions · 8 identified insiders · of the newest 15 records, those within the last 180 days, newest dated Oct 2, 2026 | FMP | Financial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent. | |
own.institutions.depth.holders | Reporting holders | 1,084 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.holders_previous_quarter | Previous quarter · holders | 900 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.top_holders.depth.holder_0.shares | Fmr LLC — shares in provider snapshot | 56,679,393 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_1.shares | Blackrock, INC. — shares in provider snapshot | 40,980,739 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_2.shares | Vanguard Capital Management LLC — shares in provider snapshot | 25,616,396 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_3.shares | Vanguard Portfolio Management LLC — shares in provider snapshot | 19,639,331 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_4.shares | State Street Corp — shares in provider snapshot | 18,557,255 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. |
UNRECORDED — 3 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.next | Next earnings date | Nov 2, 2026 | UNRECORDED | Stored earnings-calendar observation — Captured 2026-08-24 | |
earn.history | Reported versus estimated, recent quarters | EPS beat 6 of 8 | UNRECORDED | Stored earnings-history observation — Captured 2026-09-12 · Expired observation | |
px.range52 | 52-week range | $44.56 – $134.92 | UNRECORDED | Stored company-profile observation — Captured 2026-10-04 |
COMPUTED — 3 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
fin.mcap_to_cash | Market value per dollar of cash and short-term investments | 8.67× | — | COMPUTED | Computed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $3.86B at Jul 3, 2026. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. Market cap record date: 2026-10-05. Balance-sheet reference date: 2026-07-03. The inputs do not establish a single common source date for this ratio. |
earn.history.depth.2026-08-03.revenue_actual.comparison | Latest report · revenue vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($1.60B) with the recorded estimate ($1.59B) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
earn.history.depth.2026-08-03.eps_actual.comparison | Latest report · EPS vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($0.7400) with the recorded estimate ($0.7150) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
OURS — 2 facts from Stock Expert AI's own score and rank
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
ours.moonshot | MoonshotScore v2 | 58 of 100 · Fair · pillars 58 / 61 / 47 / 18 / 74 | OURS | Stock Expert AI MoonshotScore v2 engine | |
ours.moonshot_change | MoonshotScore movement | 58 (stored snapshot Oct 4, 2026) → 58 (current publication computed Oct 5, 2026) (0) | OURS | Stock Expert AI current score publication and immutable score snapshots |
Fact-family notes
- Quarterly statement note. Source series as of 2026-07-03. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs:
fin.q_table.depth.2026-07-03.revenue_k,fin.q_table.depth.2026-07-03.rd_k,fin.q_table.depth.2026-07-03.sga_k,fin.q_table.depth.2026-07-03.operating_result_k,fin.q_table.depth.2026-04-03.revenue_k,fin.q_table.depth.2026-04-03.rd_k,fin.q_table.depth.2026-04-03.sga_k,fin.q_table.depth.2026-04-03.operating_result_k,fin.q_table.depth.2025-12-31.revenue_k,fin.q_table.depth.2025-12-31.rd_k,fin.q_table.depth.2025-12-31.sga_k,fin.q_table.depth.2025-12-31.operating_result_k,fin.q_table.depth.2025-10-03.revenue_k,fin.q_table.depth.2025-10-03.rd_k,fin.q_table.depth.2025-10-03.sga_k,fin.q_table.depth.2025-10-03.operating_result_k. - Earnings-history note. Source series as of 2026-08-03. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs:
earn.history.depth.2026-08-03.revenue_actual,earn.history.depth.2026-08-03.revenue_estimated,earn.history.depth.2026-08-03.revenue_actual.comparison,earn.history.depth.2026-08-03.eps_actual.comparison,earn.history.depth.2026-08-03.eps_actual,earn.history.depth.2026-08-03.eps_estimated,earn.history.depth.2026-05-04.revenue_actual,earn.history.depth.2026-05-04.revenue_estimated,earn.history.depth.2026-05-04.eps_actual,earn.history.depth.2026-05-04.eps_estimated,earn.history.depth.2026-02-09.revenue_actual,earn.history.depth.2026-02-09.revenue_estimated,earn.history.depth.2026-02-09.eps_actual,earn.history.depth.2026-02-09.eps_estimated,earn.history.depth.2025-11-03.revenue_actual,earn.history.depth.2025-11-03.revenue_estimated,earn.history.depth.2025-11-03.eps_actual,earn.history.depth.2025-11-03.eps_estimated. - Cash-flow note. Source series as of 2026-07-03. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs:
fin.opcf.depth.2026-07-03.operating_cash_flow_m,fin.opcf.depth.2026-04-03.operating_cash_flow_m,fin.opcf.depth.2026-07-03.capex_m,fin.opcf.depth.2026-04-03.capex_m,fin.opcf.depth.2025-12-31.operating_cash_flow_m,fin.opcf.depth.2025-12-31.capex_m,fin.opcf.depth.2025-10-03.operating_cash_flow_m,fin.opcf.depth.2025-10-03.capex_m.
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Sources used for research written 2026-09-12
Historical evidence preserved with this analysis. Current figures are listed separately above.
| Evidence | Captured value | Source date | Source type | Source |
|---|---|---|---|---|
| Legal name | ON SEMICONDUCTOR CORP Our market-data provider lists the name as "ON Semiconductor Corporation"; the filer's own record is used here. | 2026-02-09 | OFFICIAL | SEC EDGAR — 10-K filed 2026-02-09 |
| Business description | ON Semiconductor Corporation operates as a global provider of sophisticated power and sensing solutions. Their cutting-edge power innovations are pivotal in modernizing various sectors: they contribute to the development of lighter, extended-range electric vehicles, underpin rapid-charging infrastructure, and bolster sustainable energy initiatives for applications such as solar arrays, industrial power systems, and energy storage. The company's operations are structured into three main divisions: the Power Solutions Group, the Advanced Solutions Group, and the Intelligent Sensing Group. ON Semiconductor offers a broad array of semiconductor products, including analog components, discrete devices, modules, and integrated circuits. These products are designed to perform numerous critical functions, such as power switching, energy conversion, signal conditioning, circuit protection, signal amplification, and voltage regulation. Beyond these standard offerings, the firm also designs and develops specialized analog, mixed-signal, advanced logic, application-specific integrated circuits (ASICs) and standard products, radio frequency (RF) components, and integrated power management solutions, catering to a diverse range of end-market consumers. Furthermore, it provides foundry and design services specifically for government clients. The company's portfolio also encompasses advanced imaging technologies. This includes the creation of complementary metal-oxide-semiconductor (CMOS) image sensors, sophisticated image signal processors, and single photon detectors like silicon photomultipliers (SiPMs) and single-photon avalanche diode (SPAD) arrays. Additionally, ON Semiconductor produces actuator drivers essential for autofocus and image stabilization, serving a wide spectrum of end-users across numerous industries. Established in 1992, ON Semiconductor Corporation is headquartered in Phoenix, Arizona. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) company profile |
| Revenue by segment | Power Solutions Group: $2.81B; Intelligent Sensing Group: $928.40M | 2025-12-31 | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K |
| Quarterly income statement (USD thousands) | Captured record · 8 entries
| 2026-07-03 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements |
| Annual revenue and net result (USD millions) | Captured record · 5 entries
| 2025-12-31 | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements |
| Operating cash flow by quarter (USD millions) | Captured record · 8 entries
| 2026-07-03 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements |
| Reported versus estimated, last 8 quarters | Captured record · 8 entries
| 2026-08-03 | FMP | Financial Modeling Prep (FMP) earnings |
| Management outlook — dated call excerpts | Captured record · 4 entries
Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | 2026-08-04 | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) |
| Cash, investments and debt | Total debt: $4.48B; Liquidity basis: cash and short-term investments; Total liabilities: $6.25B; Cash and short-term investments: $3.86B; Cash and investments: $3.86B; Long-term investments: $0; Long-term investments classification: unclassified Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | 2026-07-03 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet |
| Cash and investment components | Total basis: cash short and long-term investments; Total: $3.86B; Cash and short-term investments: $3.86B; Long-term investments: $0; Long-term investments classification: unclassified Sums the balance sheet's cash and short-term investments with its long-term investments.; The long-term investment field does not establish marketability; the sum is not a measure of available liquidity.; These provider fields do not establish investment access restrictions or explain differences from third-party cash figures. | 2026-07-03 | COMPUTED | Computed from the balance sheet |
| Cash and short-term investments over time (USD millions) | Captured record · 8 entries
| 2026-07-03 | FMP | Financial Modeling Prep (FMP), from the company's quarterly balance sheets |
| Cash against market value | As of: 2026-07-03; Cash basis: cash and short-term investments; Net cash: -$618.20M; Total debt: $4.48B; Cash and investments: $3.86B Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. Cash is the latest reported cash and short-term investment balance; long-term investments are excluded. Market capitalization is the latest provider value.; The reported balance does not establish unrestricted availability or liquidation value.; The two are measured on different dates — the balance sheet is a quarter-end, the market cap is a recent close.; Debt is total debt as reported, including operating lease liabilities where the filer includes them. | 2026-07-03 | COMPUTED | Computed from the balance sheet and the latest market capitalization |
| Trailing twelve-month ratio set | Quick ratio: 2.49; Current ratio: 3.46; Debt to equity: 0.62; Net margin: 10.2%; Gross margin: 37.4%; Operating margin: 11.7%; Return on assets: 4.7%; Return on equity: 8.4% Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. A ratio our provider could not compute is absent rather than shown as zero. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm |
| Distress and quality screens | Altman Z-score: 4.83; Piotroski F-score: 7 Altman Z below 1.8 is the conventional distress zone. The screen is built for manufacturers and industrials; for banks, insurers and property companies it is not a meaningful reading. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) financial scores |
| Next earnings report | Date: 2026-11-02; EPS estimate: $0.9 per share; Revenue estimate: $1.70B The date is our provider's estimate until the company confirms it. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) earnings calendar |
| Analyst revenue and earnings estimates (average) | Captured record · 4 entries
| 2026-09-12 | FMP | Financial Modeling Prep (FMP) analyst estimates |
| Sector / industry (provider taxonomy) | Technology / Semiconductors The company's SEC filings classify it under SIC 3674 — Semiconductors & Related Devices. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) company profile |
Data provided for informational purposes only.
ETFs that hold ON
Funds in our ETF coverage that list ON among the top 10 holdings on their fund page, largest weight first. Each weight is the fund's reported holding weight as of the date in its row.
| ETF | Weight | Holdings as of |
|---|---|---|
| First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) | 9.39% |