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Silicon Stack Data Center Fabric AI Software Power + Grid Robotics
ON Power, Cooling & Grid

onsemi

Intelligent power and sensing

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onsemi plays in power, sensing, and intelligent control, giving it exposure to automotive, industrial, and some infrastructure themes.

Price $131.55
1D change +8.16%
Market cap $51.15B
Sector Technology

Shared metric table

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Metric ON
Price $131.55
1D Change +8.16%
Market Cap $51.15B
Enterprise Value $52.42B
Trailing P/E 97.4
Forward P/E 30.5
PEG Ratio 0.40x
Price / Sales 8.4
EV / Revenue 8.6
Revenue Growth 4.7%
Earnings Growth —
Gross Margin 42.7%
Operating Margin 18.2%
Net Margin 9.5%
ROE 7.5%
Free Cash Flow $1.28B
FCF Margin 21.1%
Debt / Equity 0.44x
Current Ratio 4.87x
Dividend Yield —
Next Earnings Aug 03, 2026
Quarterly Revenue $1.51B
Revenue QoQ -1.1%
Quarterly Net Income $-33.4M
Net Income QoQ -118.4%

ON thesis lens

Intelligent power and sensing

Why it could benefit

  • onsemi plays in power, sensing, and intelligent control, giving it exposure to automotive, industrial, and some infrastructure themes.
  • It is more of a power-electronics and edge-compute enabler than a direct GPU winner.
  • That can still matter if AI electrifies more systems outside the data center.

Moat / edge

  • Strong position in intelligent power and image sensing.
  • Growing relevance in electrified and automated systems.
  • Design wins can be sticky in auto and industrial applications.

What to watch

  • Inventory digestion and order normalization.
  • Power-device mix and margin trends.
  • Whether infrastructure demand offsets weaker end markets.

Key risks

  • Execution is sensitive to industrial and auto cycles.
  • This is a more indirect AI beneficiary.