ON Semiconductor (ON 2.10%) is a specialty chipmaker, mostly for the automotive and industrial sectors, which have been under pressure. So the stock's recent 24% decline is understandable from a near-term trading perspective.
ON Semiconductor remains a Buy as stabilization, not recovery, is underway; near-term headwinds like tariffs and underutilized factories are already priced in. ON's focus on silicon carbide chips, higher-margin products, and cost discipline positions it well for future growth in EVs, industrial power, and data centers. Valuation is attractive: ON trades at a discount to the tech sector on cash ...
President Donald Trump said on Thursday his administration would impose tariffs on semiconductor imports from companies not shifting production to the U.S., speaking ahead of a dinner with major technology company CEOs.
ON Semiconductor Corporation (NASDAQ:ON ) Semiconductor Corporation Citi's 2025 Global Technology, Media and Telecommunications Conference September 3, 2025 2:10 PM EDT Company Participants Hassane El-Khoury - President, CEO & Director Thad Trent - Executive VP, CFO, Treasurer & Principal Accounting Officer Conference Call Participants Christopher Danely - Citigroup Inc. Exchange Research Prese...
ON Semiconductor Corporation (NASDAQ:ON ) Deutsche Bank 2025 Technology Conference August 28, 2025 1:15 PM ET Company Participants Hassane S. El-Khoury - President, CEO & Director Thad Trent - Executive VP, CFO, Treasurer & Principal Accounting Officer Conference Call Participants Ross Clark Seymore - Deutsche Bank AG, Research Division Ross Clark Seymore All right, everybody.
Many growth stocks are valued for what they could one day become rather than where they are today. So, building an investment thesis in a growth stock inherently requires patience.
ON Semiconductor (ON -1.03%) and Navitas Semiconductor (NASDAQ: NVTS) were both named as companies Nvidia is partnering with to develop the next generation of data centers. Navitas is a loss-making company that isn't likely to be profitable until 2027, andng company trading at a very attractive valuation.
ON Semiconductor Corporation faces persistent margin pressure and underwhelming results despite recent sector-driven volatility and rallies. Q2 earnings results and guidance were largely in line with low expectations, with no meaningful near-term automotive rebound expected. Valuation has deteriorated significantly, with 2027 targets now appearing unachievable and fair value estimates dropping ...
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