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ON Semiconductor Corporation (ON)

NasdaqGS - NasdaqGS Real-time price. Currency in USD
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56.46+0.39 (+0.70%)
At close: 04:00PM EDT
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  • B
    Bobby
    Taiwan Semiconductor Manufacturing Company Limited
    Semiconductor stocks looking very overwild now. Semiconductor companies are at an inflection point. The fabs are running at 100% capacity, equipment can't be built fast enough, sales are way up with backlogs of orders for a couple years out. Demand is only increasing. Most are oversold due to a worry that is proving to be incorrect. Oversupply is not happening! At least not in the next 2-3 years, if at all (I believe cyclicality is no more for semiconductors). TSM, $QCOM, $AMD, $KLAC, $ASML, $LSCC, $NXPI, $ON, $TXN...all the major players are having some of their best quarters ever, beating expectations and stressing NO diminishing demand foreseen for years out. And this is even with supply chain headwinds, which will eventually ease. My point, demand is stable while the macroenvironment is not. Certain technologies (like semi's & cloud) will continue to grow and outperform regardless of how negative sentiment becomes. GLTA!
  • C
    Corey
    Based on valuation and financials this stock looks very attractive right now. Other than the supply chain issues what do you think is holding this back? What are the negatives of this company that would cause you to hesitate buying it?
  • S
    Sam
    one reason to hold ON Semi. SiC Silicon Carbide, the leading technology for power ICs in EV
  • J
    Jamie
    Another set of fantastic results. Cheap at 14X trailing EPS, strong growth and margin expansion over the next few years. This is not due to inventory building or double ordering, this growth is from secular growth in chip content per vehicle, massive content consumption in EVs relative to traditional autos which are also increasing chip content vs previous generations.
  • s
    sital
    Rocking today
  • -
    ------
    Wait for pe to hit 15 to buy
  • A
    Anonymous
    On CNBC "The Exchange" today (4/20/22) is Sandy Villere from Villere Balanced Fund. Here's what he had to say about ON:
    1) "Hitting on every cylinder"
    2) the CEO El-Khoury was with another company (Cypress) and was supposed to get margins to 45% in three years and he's done that ahead of schedule
    3) industrial automation, EV, and 5G build out bodes well for ON
  • R
    RSI
    Blowout earnings report👍👍👍👍
  • R
    RSI
    ... "For the current quarter, ON Semiconductor Corp. is expected to post earnings of $1.05 per share, indicating a change of +200% from the year-ago quarter. The Zacks Consensus Estimate has changed +0.6% over the last 30 days.

    For the current fiscal year, the consensus earnings estimate of $4.18 points to a change of +41.7% from the prior year. Over the last 30 days, this estimate has changed +0.4%.

    For the next fiscal year, the consensus earnings estimate of $4.45 indicates a change of +6.4% from what ON Semiconductor Corp. is expected to report a year ago. Over the past month, the estimate has changed +129.4%.... "
  • -
    ------
    Pound short only buy at 52 week low market will lose 20% more
  • K
    KeepTryin
    ON Semi is doing everything right but the market doesn’t care, it’s forecasting that the cycle is over and chip prices will fall next year. If the company gets bought out, we might see 85.00, if it doesn’t we will likely fall to the mid 40’s. The rest of the semi companies will follow as well.
  • D
    Don
    If we have a huge chip shortage and they are in such high demand why is this stock plunging tremendously today for no explanation.
  • S
    Stephen
    Semis getting hit because 1- fear of inflation 2-most importantly rising interest rates. If this is a long term investment sit tight. They are producing full out and you will see this in the next few quarters! Great management team, great product mix.
  • S
    Stephen
    President/CEO came from Cypress Semiconductor and did a great job moving that company forward. They eventually got bought out. ON has great products and a great management team. Give it time and you will be rewarded. It is a gem!
  • R
    RSI
    ON Semiconductor Corp. currently has a Zacks Rank of #1 (Strong Buy).
  • S
    Sam
    rates are going up because post covid demand is soaring. high class problem.
  • A
    Amber
    STARTING AN INVESTMENT IS ACTUALLY VERY EASY THE ONLY HASLLE IS FINDING RIGHT ONE FOR YOU,THE FUTURE IS CHANGING WE ALL NEED TO CHANGE WITH IT
  • J
    John
    Great buying opportunity with this low price!!!
  • k
    karl
    Buy buy before earnings reveal on Monday morning, this will be close to 60 next week
  • k
    karl
    War and rising interest rates not to mention certain elements imported from Russia needed for semi manufacturing and rising oil prices all these factors would cause headwinds and prices would tumble regardless of fundamentals,Onsemi is great for patient investors.buy at these low prices.