Aug. 1 at 11:32 PM
Heads up alert! Only three days until Upcoming earnings on Monday, 8/4/2025 for
$ON
Bullish (7.4)
Analysis:
ON Semiconductor (ON) is currently positioned for potential growth, buoyed by strategic collaborations and evolving market dynamics.
The company's recent partnership with Nvidia for 800 Volt Direct Current (VDC) power solutions is a significant development, aimed at enhancing AI data centers.
This partnership aligns with ON's strategic focus on AI and automotive sectors, showcasing its adaptability to market demands.
Despite recent underperformance compared to the broader market, the company's fundamentals remain strong.
ON's P/E ratio indicates that it is fairly valued compared to industry peers, reflecting investor confidence in its future earnings potential.
The EPS growth has been steady, supported by innovations and strategic partnerships.
The revenue forecast for ON is promising, with analysts expecting a moderate double-digit growth in the upcoming quarters, despite the broader industry's mixed performance.
Comparatively, ON's revenue growth trajectory is aligned with industry peers like Nvidia and AMD, who are also capitalizing on AI and data center expansions.
The semiconductor sector is experiencing a transformative phase, with increased demand for high-efficiency power solutions and AI-driven technologies, positioning ON well for future gains.
Earnings Report Summary:
ON Semiconductor is set to announce its Q2 financial results soon, with expectations leaning towards an earnings beat.
Historically, ON has demonstrated resilience in volatile market conditions, often meeting or surpassing analyst estimates.
The consensus among analysts is optimistic, projecting a slight increase in revenue and earnings, despite the anticipated sector-wide challenges.
The company's focus on high-growth segments like AI and electric vehicles is expected to mitigate the potential impact of broader market softening.
A positive earnings report could further bolster ON's market position and investor sentiment.
Sector Performance:
The semiconductor sector, to which ON belongs, is experiencing a mixed performance, influenced by global economic conditions and trade policies.
While demand for semiconductors remains robust, especially in AI and data-driven applications, the sector faces challenges from supply chain constraints and geopolitical tensions.
However, the long-term outlook remains positive, driven by technological advancements and the integration of semiconductors across various industries.
The sector's growth is further supported by a rebound in demand for consumer electronics and industrial applications, with companies like ON poised to benefit from these trends.
- Funds were net buyers of
$ON during the previous reporting quarter.
- Funds with large holdings in
$ON include:
- Baillie Gifford & Co Ltd, MV:
$219MM. New position. Fund Rank: 90%
www.bailliegifford.com
- Fifthdelta LTD, MV:
$54MM. Fund Rank: 52%
www.fifthdelta.com
- Analog Century Management, MV:
$46MM. Fund Rank: 88%
www.analogcm.com
- Adage Capital P, MV:
$12MM. Fund Rank: 86%
www.adagecapital.com
- Canada Pension , MV:
$6MM. Fund Rank: 76%
- Last 10 days performance: -10%
- Last 30 days performance: 1%
- Last 90 days performance: 34%
Some of the latest news articles:
- Title: ON Gears Up to Report Q2 Earnings: What's in the Cards for the Stock?
Publication Date: 8/1/2025 4:44:00 PM, Source: yahoo
URL: https://finance.yahoo.com/news/gears-report-q2-earnings-whats-164400738.html?.tsrc=rss
- Title: Stocks to watch next week: BP, Diageo, Disney, Uber and WPP
Publication Date: 8/1/2025 3:38:41 PM, Source: yahoo
URL: https://uk.finance.yahoo.com/news/bp-diageo-disney-uber-wpp-stocks-watch-153517077.html?.tsrc=rss
- Title: ON Semiconductor Stock: Is Wall Street Bullish or Bearish?
Publication Date: 8/1/2025 7:52:21 AM, Source: yahoo
URL: https://www.barchart.com/story/news/33804659/on-semiconductor-stock-is-wall-street-bullish-or-bearish?.tsrc=rss
- Title: ON Semiconductor Corp. (ON) Suffers a Larger Drop Than the General Market: Key Insights
Publication Date: 7/31/2025 9:50:02 PM, Source: yahoo
URL: https://finance.yahoo.com/news/semiconductor-corp-suffers-larger-drop-215002191.html?.tsrc=rss
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