BN · rank #19 · 2026-07-20
ON
NASDAQ · $34.00B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of the factors below; drives the rank. | 0.24 |
|---|---|
| Forward revenue growth Consensus forward revenue growth. | +11.3% |
| Forward net margin Consensus forward net margin. | +11.8% |
| Net margin TTM Trailing twelve month net margin. | +9.5% |
| Margin expansion Forward minus trailing net margin (percentage points). | +2.4% |
| Forward PEG Forward P/E to growth. Below 1 is cheap for the growth. | 0.29 |
| Debt / FCF Net debt relative to free cash flow. Lower is safer. | 2.07× |
| Analyst upside Spread between the consensus 12m target and the current price. | +29.9% |
| Last EPS surprise Most recent reported EPS versus consensus. | +3% |
| Market cap (USD) | $34.00B |
The AI research card
Independent qualitative review of each pick before the order is placed. On the rare day the research service is unavailable, the paper book trades on the quant ranking alone and no card appears here.
Summary
ON Semiconductor designs and manufactures power and sensing semiconductors, with growing exposure to AI data center power management and automotive electrification.
Rationale
The bottleneck-solver thesis is reinforced by AI data center revenue more than doubling YoY, positioning ON as a structural supplier of power-efficiency chips that are genuinely scarce in high-density compute buildouts, supported by a deeply discounted forward PEG of 0.29 and 30% analyst upside.
Material risks
- 1Automotive recovery is cyclical, not structural — if EV demand softens again, the $30–40M non-core revenue exit signals ongoing portfolio pruning that could mask underlying volume weakness in ON's legacy business.
- 2Institutional 13F median change is slightly negative (-0.23%), suggesting smart money is not yet accumulating, which could delay price realization of the analyst upside despite improving fundamentals.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 1 of 3 voted to proceed.