ON Semiconductor Corp

ON Semiconductor Corp(ON)股票分析

$73.360

-3.184 (-4.34%)收盘时

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最高
76.050
开盘
74.825
成交量加权均价
73.75
成交量
12.08M
市值
29.20B
最低
71.840
成交额
891.01M
企业价值/息税折旧摊销前利润(TTM)
13.77

ON Semiconductor Corporation is engaged in providing intelligent power and intelligent sensing solutions. The Company’s intelligent power technologies enable the electrification of drivetrain in the automotive industry to allow for lighter and longer-range electric vehicles. Its segments include Power Solutions Group (PSG), the Analog and Mixed-Signal Group (AMG) and the Intelligent Sensing Group (ISG). PSG segment provides a portfolio of discrete, module, and integrated semiconductor devices designed to enable conversion across artificial intelligence (AI) data centers, energy infrastructure, automotive and industrial. AMG segment designs and develops a range of analog and mixed-signal solutions including power‑management, sensor‑interface, connectivity, and products that serve automotive, industrial automation, AI data center, computing, and mobile end markets.

AI 分析 of ON Semiconductor Corp (ON)

持有

ON Semiconductor Corp is currently a hold due to mixed signals. The current price is $77.53, which is below the average analyst price target of $80 from Stifel and $100 from Seaport Research. However, the RSI is at 40.665, indicating a potential oversold condition, but the recent 5-day change is -8.67%, suggesting downward momentum. The main risk is the significant insider selling, which has increased by 2183.19% over the last month, indicating potential concerns about the company's near-term performance.

分析师评级(21)

-16.51% 下跌空间
买入
14 买入
6 持有
1 卖出
当前: 73.36
最低
50.00
平均
61.25
最高
80.00

Stifel

2026-10-05

目标价

$80

持有

Seaport Research

2026-09-22

目标价

$100

买入

Truist

2026-09-18

目标价

$75

持有

Cantor Fitzgerald

2026-09-17

目标价

$90

中性

Stifel

2026-09-17

目标价

$75

持有

估值指标

ON Semiconductor Corp(ON)当前预期市盈率为 16.50,5 年平均预期市盈率为 17.95。

预期市盈率

合理
5 年均值 P/E
17.95
当前P/E
16.50
高估
23.14
低估
12.76

预期 EV/EBITDA

合理
5 年均值 EV/EBITDA
12.49
当前EV/EBITDA
13.77
高估
17.04
低估
7.94

预期市销率

合理
5 年均值 P/S
3.91
当前P/S
4.03
高估
4.67
低估
3.15

Alphio AI 对 ON 的价格情景

情景价格取自当年最后一个月度预测区间。概率为固定的模型权重(25 / 50 / 25),不构成保证。

乐

乐观

乐观 · 25%ON

$46.47

情景价格

基

基准

基准 · 50%ON

$37.36

情景价格

悲

悲观

悲观 · 25%ON

$31.66

情景价格

持有 ON 的大户

A

Allspring Global Investments, LLC

+ 持有ON

+8.46%

3个月收益率

D

Distillate Capital Partners LLC

+ 持有ON

+5.16%

3个月收益率

Y

Y-Intercept (Hong Kong) Limited

+ 持有ON

+4.39%

3个月收益率

C

Circle Wealth Management, LLC

+ 持有ON

+2.82%

3个月收益率

R

Rafferty Asset Management, LLC

+ 持有ON

+2.10%

3个月收益率

C

Cathay Securities Investment Trust Co., LTD

+ 持有ON

+1.87%

3个月收益率

事件时间线

2026-10-13 (ET)

17:30:00

Cirrus Logic Confirms Acquisition of Synaptics but Not Pursuing Transaction

2026-10-02 (ET)

17:00:00

Major U.S. Averages Rise on Jobs Data

12:30:00

Major Averages Rise as Jobs Data Shows Weak Growth; Nasdaq Up 1.09%

10:00:00

Paramount Skydance Stock Rises 4.81% to $9.48

09:00:00

Onsemi Adjusts Synaptics Acquisition Plans, Stock Up 8%

资讯

ON 常见问题 —— 由 Alphio AI 解答

ON Semiconductor Corporation is engaged in providing intelligent power and intelligent sensing solutions. The Company’s intelligent power technologies enable the electrification of drivetrain in the automotive industry to allow for lighter and longer-range electric vehicles. Its segments include Power Solutions Group (PSG), the Analog and Mixed-Signal Group (AMG) and the Intelligent Sensing Group (ISG). PSG segment provides a portfolio of discrete, module, and integrated semiconductor devices designed to enable conversion across artificial intelligence (AI) data centers, energy infrastructure, automotive and industrial. AMG segment designs and develops a range of analog and mixed-signal solutions including power‑management, sensor‑interface, connectivity, and products that serve automotive, industrial automation, AI data center, computing, and mobile end markets. It operates in the Technology sector (SEMICONDUCTORS & RELATED DEVICES industry).

ON Semiconductor Corp is currently a hold due to mixed signals. The current price is $77.53, which is below the average analyst price target of $80 from Stifel and $100 from Seaport Research. However, the RSI is at 40.665, indicating a potential oversold condition, but the recent 5-day change is -8.67%, suggesting downward momentum. The main risk is the significant insider selling, which has increased by 2183.19% over the last month, indicating potential concerns about the company's near-term performance.

21 analysts cover ON: 14 rate it Buy, 6 Hold and 1 Sell. The average price target is 61.25.

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skewsurge432026/10/3

$ON — the shelf held. The lid is gone. Ten days ago this was a test of $74–$76. Friday closed $84.89 (+6%) on 23M shares. SCTR 88.7. Descending line from $134.92 is broken. Measured move still +64% toward the low $120s. $75 cannot go. Next print Nov 2. Full update on X:

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skewsurge432026/9/27

$ON update — $74 held. The shelf is now support. Yesterday the line was $74. Today the daily closed $77.20 (+5.5%) on 11.2M shares and tagged $77.68. SCTR jumped to 74.5. The descending trendline is behind us. The $74–$76 shelf that was resistance is the first higher-low zone. Nothing changed in the fundamental. onsemi is still the power layer under the rack. $15K → $115K of semiconductor content per AI rack on 800V. AI data-center revenue set to more than double in 2026, again in 2027, $2.5B+ by 2030. Q2 already printed the cycle turn. Next print November 2. Structure now: $74 is the line that must hold on a retest. Next supply is $80.39. Measured move is unchanged — +64% toward the low $120S if this reclaim sticks. Lose $72 and Friday was just a squeeze through the shelf. Simple read: the test happened. Price accepted above the line. Power density is still the bottleneck. $74 is support now, not the ask. NFA.

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本页仅供研究参考,不构成投资建议。模型可能出错。过往表现不代表未来结果。

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