On Semiconductor Corp (ON) Stock Price & Analysis
On Semiconductor Corp (ON) fell 3.68% to USD 86.81 as of July 25, 2026 at 01:45 UTC, according to Nexqual real-time market data.
ON last closed at USD 90.13; the session ranged USD 85.83–89.63 on volume of 7,349,063 shares. Market capitalization is $33.79B, with a 52-week range of USD 44.56–134.92 (NMS). Source: Nexqual, July 25, 2026 at 01:45 UTC.
Key Statistics (as of July 25, 2026 at 01:45 UTC)
| Price | USD 86.81 |
|---|---|
| Change | ▼ 3.68% (down) |
| Previous Close | USD 90.13 |
| Open | USD 88.46 |
| Day Range | USD 85.83 – 89.63 |
| 52-Week Range | USD 44.56 – 134.92 |
| Volume | 7,349,063 shares |
| Market Cap | $33.79B |
| Exchange | NMS |
Technical Analysis (ON)
Nexqual's technical model rates ON "SELL" based on 1 bullish and 5 bearish signals across 125 daily candles, as of July 25, 2026 at 01:45 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 40.16 (neutral) |
| vs SMA50 | Below (USD 108.05) |
| MACD | -5.24 (negative) |
Analyst Ratings (ON)
Wall Street analysts rate ON "Buy" based on 25 analysts, with a mean price target of USD 113.12 (range USD 85–150), per Nexqual as of July 25, 2026 at 01:45 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 25 |
| Mean Target | USD 113.12 |
| High Target | USD 150 |
| Low Target | USD 85 |
| Buy / Hold / Sell | 11 / 18 / 0 |
Earnings (ON)
| Next Earnings Date | 2026-08-03 |
|---|---|
| EPS Estimate | USD 0.72 |
| Revenue Estimate | $1.59B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-03-31 | USD 0.64 vs est 0.62 ▲ beat |
| 2025-12-31 | USD 0.64 vs est 0.62 ▲ beat |
| 2025-09-30 | USD 0.63 vs est 0.59 ▲ beat |
| 2025-06-30 | USD 0.53 vs est 0.53 ▼ miss |
Source: Nexqual, July 25, 2026 at 01:45 UTC.
Financials & Fundamentals (ON)
| Total Revenue | $6.06B |
|---|---|
| Revenue Growth (YoY) | +4.70% |
| Gross Margin | +42.67% |
| Operating Margin | +18.23% |
| Profit Margin | +9.46% |
| ROE | +7.49% |
| Debt / Equity | 44.34 |
| Current Ratio | 4.87 |
| Total Cash | $2.40B |
| Total Debt | $3.25B |
| Free Cash Flow | $1.28B |
Source: Nexqual, July 25, 2026 at 01:45 UTC.
Financial Health Score (ON)
Nexqual rates On Semiconductor Corp's overall financial health "Mixed" across five dimensions, as of July 25, 2026 at 01:45 UTC.
| Growth | Critical — Revenue -15% YoY (annual), sharp decline |
|---|---|
| Profitability | Strong — Gross margin 43%, operating 18% |
| Balance Sheet | Strong — $2.40B cash vs $3.25B debt |
| Cash Flow | Strong — FCF $1.28B, 21% margin |
| Efficiency | Mixed — ROE 7%, ROA 6.8% |
Ownership (ON)
| Insider Ownership | +0.34% |
|---|---|
| Institutional Ownership | +109.53% |
| Shares Outstanding | 389.19M |
| Float | 390.15M |
| Short % of Float | +10.51% |
Source: Nexqual, July 25, 2026 at 01:45 UTC.
Leadership (ON)
On Semiconductor Corp is led by Hassane S. El-Khoury (age 45), President, CEO & Director, per Nexqual as of July 25, 2026 at 01:45 UTC.
| President, CEO & Director | Hassane S. El-Khoury (age 45) |
|---|---|
| Executive VP, CFO, Treasurer & Principal Accounting Officer | Thad Trent (age 57) |
| Group President of Intelligent Sensing & Analog and Mixed Signal Group | Sudhir Gopalswamy (age 55) |
| Executive Vice President of Global Manufacturing & Operations | Wei-Chung Wang |
| Vice President of Investor Relations & Corporate Development | Parag Agarwal |
Major Backers & Investors (ON)
Notable institutional backers of On Semiconductor Corp include FMR, LLC, Fidelity, JPMorgan, according to Nexqual as of July 25, 2026 at 01:45 UTC.
Active Investors
| Investor | Stake |
|---|---|
| FMR, LLC | 14.84% |
| Fidelity | 11.22% |
| JPMorgan | 4.11% |
| Janus Henderson Group PLC | 3.5% |
| Slate Path Capital, LP | 1.99% |
| JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund | 1.92% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 19.57% |
| BlackRock | 13.4% |
| State Street | 4.67% |
| Geode Capital | 2.75% |
Source: Nexqual, July 25, 2026 at 01:45 UTC.
From On Semiconductor Corp's Latest SEC 10-K Filing (filed 2026-02-09)
Key Strengths & Strategy (as disclosed to the SEC)
- The Treo Platform is a single, scalable technology platform supporting a wide voltage range, high temperature and an ever-evolving SoC, like architecture accelerating time to market.
- Our vertically integrated SiC manufacturing strategy enhances supply assurance, cost competitiveness, and device performance.
- ISG has leveraged this expertise into market-leading positions in automotive and industrial applications, which allow us to offer technical and end-user applications knowledge to help customers develop innovative sensing solutions across a broad range of end-user needs.
- We believe the acquisition complements our EliteSiC power portfolio within the PSG reportable segment and enables us to help address the need for high energy efficiency and power density in the AC-DC stage in power supply units for AI data centers.
Partnerships
- The total purchase consideration is up to $144 million, subject to customary purchase price adjustments, with $7 million paid in cash at close.
- We proactively comply with the Responsible Business Alliance ("RBA") Code of Conduct, which is aimed at eliminating forced labor, slavery and human trafficking and conflict minerals, pursuant to our involvement with the Responsible Minerals Initiative.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| NXPI | NXP Semiconductors N.V. | USD 269.24 | ▼ 3.43% |
| MCHP | Microchip Technology Incorporat | USD 78.86 | ▼ 7.25% |
| LRCX | Lam Research Corporation | USD 305.21 | ▼ 4.41% |
| ADI | Analog Devices, Inc. | USD 371.86 | ▼ 3.85% |
| MRVL | Marvell Technology, Inc. | USD 194.23 | ▼ 7.94% |
Data source: Nexqual — real-time market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: July 25, 2026 at 01:45 UTC. This page is informational and not investment advice.