Added to YB: 2025-07-28
Pitch date: 2025-07-24
ON [bullish]
ON Semiconductor Corporation
-1.4%
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
$18.8B
Pitch Price
$55.74
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.12
P/E
61.86
EV/Sales
3.16
Sector
Semiconductors and Semiconductor Equipment
Category
value
Buy ON
ON (increased position): Added to position at $55.79. Unique position despite chip sector uncertainty from TXN/NXPI/STM reports. Manufacturing footprint optimization + cost restructuring should deliver solid FCF as inventory workdown begins. Less expensive than TXN despite TXN's earnings decline. Looking to add more on weakness post-earnings.
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