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Compute Stack AI Platforms Power Buildout Robotics
ON Power, Analog & Electrification

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 $59.26
1D change -0.05%
Market cap $23.84B
Sector —

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.

Metric ON
Price $59.26
1D Change -0.05%
Market Cap $23.84B
Enterprise Value —
Trailing P/E 204.3
Forward P/E 14.7
Price / Sales —
EV / Revenue —
Revenue Growth —
Earnings Growth —
Gross Margin —
Operating Margin —
Net Margin —
ROE —
Free Cash Flow —
FCF Margin —
Debt / Equity —
Current Ratio —
Dividend Yield —
Next Earnings May 04, 2026
Quarterly Revenue $1.53B
Revenue QoQ -1.3%
Quarterly Net Income $181.8M
Net Income QoQ -28.7%

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.