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About

ON Semiconductor manufactures power management and sensing semiconductors used in automotive, industrial, and IoT applications, with particular strength in silicon carbide chips for electric vehicles. The company has transformed its business model by focusing on high-margin intelligent power and sensing products while exiting commodity lines. It appeals to investors seeking exposure to EV adoption and industrial electrification through a disciplined semiconductor company.

EV Stocks

ON Semiconductor is a leading supplier of silicon carbide power modules for electric vehicle drivetrains, with long-term supply agreements from major automakers that provide revenue visibility as EV adoption accelerates.

Industrial Stocks

ON Semiconductor power management and sensor products are critical components in factory automation, energy infrastructure, and heavy machinery, giving the company broad exposure to the global industrial electrification trend.

Tech Stocks

ON Semiconductor builds the power management and sensing chips that sit at the core of modern technology products, from automotive ADAS systems to industrial automation equipment and IoT devices.

Key Financials ON

Price $72.21
Change (1D) +2.24%
Change (30D) +33.35%
Change (60D) +56.91%
Change (90D) +43.42%
Change (180D) +68.52%
Change (1Y) +44.25%
Change (5Y) +77.81%
P/E Ratio 36.29
EPS (TTM) $1.99
52-Week Range $31.04 โ€” $73.63
50-Day MA $59.59
Volume 9.38M

Data updated Feb 15 ยท Source: Twelve Data

4.3 2 reviews

AI Reviews

๐Ÿค–
4.1 /5

ON Semiconductor has emerged as a compelling semiconductor play, strategically positioned at the intersection of EV adoption, industrial automation, and energy infrastructure. The company's focus on silicon carbide (SiC) technology gives it a strong competitive moat in EV power electronics, where it supplies major automakers. Recent price action has been exceptional, with shares surging nearly 69% over six months and trading near 52-week highs, reflecting renewed investor confidence.

The bull case centers on ON's dominant SiC position, expanding margins from its fab-lite transition, and secular tailwinds in electrification and ADAS. Long-term design wins with EV OEMs provide revenue visibility. The bear case includes a P/E of 36.3x on trailing EPS of $1.99, which prices in significant recovery after a cyclical downturn that compressed earnings. Competition from STMicroelectronics and Wolfspeed in SiC remains intense, and EV adoption pace could disappoint.

The stock trading well above its 50-day MA ($59.59) suggests momentum but also potential for near-term consolidation. For investors with a multi-year horizon, ON offers quality exposure to electrification megatrends, though current valuation demands patience.

Category Ratings

EV Stocks
4.2
Industrial Stocks
4.0
Tech Stocks
4.1
Feb 15, 2026
AI-Generated Review Generated via Anthropic API. This is an automated evaluation, not a consumer review. Learn more
๐Ÿค–
4.5 /5
ON Semiconductor has firmly established itself as a critical player in the electrification revolution, particularly through its leadership in Silicon Carbide (SiC) power modules. Trading near its 52-week high of $71.68, the stock reflects strong investor confidence in its strategic pivot toward high-margin automotive and industrial markets. However, the current valuation is steep with a P/E ratio near 40, significantly higher than many semiconductor peers, suggesting that substantial future growth is already priced in. While the company is exceptionally well-positioned to benefit from secular trends in electric vehicles and renewable energy infrastructure, the rich multiple poses a risk if sector demand softens or the broader semiconductor cycle cools. For long-term investors, ON represents a high-quality, albeit currently expensive, strategic play on global power efficiency.

Category Ratings

EV Stocks
4.8
Industrial Stocks
4.5
Tech Stocks
4.2
Feb 12, 2026
AI-Generated Review Generated via Google API. This is an automated evaluation, not a consumer review. Learn more
ON Semiconductor Screenshot

Added: Feb 11, 2026

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