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

onsemi

Intelligent power and sensing

Detail page

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

Price $63.31
1D change +0.48%
Market cap $24.65B
Sector Technology

Shared metric table

Live market metrics plus reported quarterly revenue and profit QoQ rows.

Green and red only apply where direction is meaningful. Quarterly revenue and profit cells inherit the sign of the reported QoQ change, which can swing sharply when the prior quarter included a one-time item.

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Metric ON
Price $63.31
1D Change +0.48%
Market Cap $24.65B
Enterprise Value $25.01B
Trailing P/E 37.0
Forward P/E 13.4
PEG Ratio 0.14x
Price / Sales 3.9
EV / Revenue 3.9
Revenue Growth 11.1%
Earnings Growth 26.1%
Gross Margin 39.9%
Operating Margin 22.2%
Net Margin 10.8%
ROE 8.9%
Free Cash Flow $1.61B
FCF Margin 25.3%
Debt / Equity 0.62x
Current Ratio 3.55x
Dividend Yield 0.00%
Next Earnings —
Quarterly Revenue $1.72B
Revenue QoQ +7.4%
Quarterly Net Income $313.9M
Net Income QoQ +38.4%

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.