On Semiconductor (ON) is expanding its footprint in Europe with an initiative, which is aimed at bolstering its capabilities in silicon carbide (SiC) manufacturing.The company recently announced its plans to invest up to $2 billion (44 billion CZK) in a vertically-integrated SiC manufacturing facility in the Czech Republic.The multi-year investment underscores ON’s commitment to meeting the rising global demand for advanced power semiconductors essential for enhancing energy efficiency across key sectors su ...

文章核心观点 - 华尔街分析师的推荐并不能完全可靠地指导投资者选择最有潜力的股票 [5][6][7] - 分析师的评级存在正偏差,他们倾向于给出更多的"强烈买入"评级而非"强烈卖出"评级 [6][11] - 相比分析师的评级,使用Zacks Rank可能是一种更有效的预测股价走势的方法 [8][12][13] ON Semiconductor Corp.的研究总结 - ON Semiconductor Corp.目前的平均券商评级(ABR)为1.89,介于"强烈买入"和"买入"之间 [3][4] - 根据Zacks Rank,ON Semiconductor Corp.目前评级为3级(持有),这可能意味着投资者应谨慎对待其"买入"的评级 [15][16][17] - 分析师对ON Semiconductor Corp.的盈利预期在过去一个月内保持不变,这可能是该股短期内与大盘持平的合理原因 [15][16]

SAN DIEGO, June 17, 2024 (GLOBE NEWSWIRE) -- The Shareholders Foundation, Inc. announces that a lawsuit was filed for certain investors in ON Semiconductor Corporation (NASDAQ: ON) shares. The lawsuit seeks to recover losses for certain NASDAQ: ON shares. Investors, who purchased ON Semiconductor Corporation (NASDAQ: ON) shares and continue to hold any of those NASDAQ: ON shares, have also certain options and should contact the Shareholders Foundation at mail@shareholdersfoundation.com or call +1(858) 779 - ...

Onsemi (NASDAQ:ON) layoffs are a hot topic on Friday as the semiconductor company has announced plans to cut 1,000 jobs.A statement from Onsemi notes that these cuts will be global as it looks to reduce costs and streamline operations. This also has it closing down several sites, including its South Portland location, while asking around 300 employees to relocate.The reason for these changes is the slowing demand for electric vehicles (EVs). The company’s chips are used in EV drive trains to assist drivers. ...

Loading...Loading...Needham analyst Quinn Bolton reiterated ON Semiconductor Corp ON with a Buy rating and a $92 price target.The analyst hosted a virtual NDR with Thad Trent, CFO, and Parag Agarwal, VP of IR and Corporate Development, and came incrementally bullish towards ON shares ahead of the anticipated cyclical recovery.Bolton said cancellations and pushouts peaked late last year and have returned to normal.The company has seen stabilization in its traditional industrial business, which was first to f ...

In the latest trading session, ON Semiconductor Corp. (ON) closed at $72.31, marking a -0.19% move from the previous day. The stock's change was less than the S&P 500's daily loss of 0.11%. Elsewhere, the Dow lost 0.22%, while the tech-heavy Nasdaq lost 0.23%.Heading into today, shares of the semiconductor components maker had gained 1.67% over the past month, lagging the Computer and Technology sector's gain of 6.52% and the S&P 500's gain of 3.51% in that time.Market participants will be closely following ...

会议主要讨论的核心内容 - 公司在过去3年里进行了转型,从一家深度周期性的公司转变为一家周期性增长的公司,拥有多个产品周期 [4] - 公司实施了"fab right"策略,通过优化产品布局和利用现有产能来最大化资本回报率 [14][15][16] - 公司的毛利率目标为53%,通过提高产能利用率、剥离低毛利业务、发挥新产品优势等措施来实现目标 [10][11][12] 问答环节重要的提问和回答 问题1 **Vivek Arya 提问** 公司在工业和汽车市场的表现如何,是否已经见底?[33][34][35][36][37][38][39][40][41] **Hassane El-Khoury 回答** 公司在工业市场中传统工业和新兴工业有不同表现,传统工业已经见底并趋于稳定,新兴工业如可再生能源仍有一定下行压力 [28][29][30][31][32] 公司在汽车市场中,除了增长迅速的碳化硅业务外,其他业务也有一定下滑,但公司与客户的互动和设计活动仍然健康,表明这只是暂时的调整 [42][43][44][45][46][47][48] 问题2 **Vivek Arya 提问** 公司对未来碳化硅市场的预期如何,是否担心未来会出现产能过剩的风险?[58][59][60][61][62][63][64][65][66] **Hassane El-Khoury 和 Thad Trent 回答** 公司不担心产能过剩,因为碳化硅是一个以性能和价值为导向的市场,而不是单纯的价格竞争。公司的技术优势和与客户的深度合作将确保其在这个市场保持领先地位 [59][60][61][62][63][64] 此外,碳化硅在电动车中的渗透率还有很大提升空间,这也是公司未来增长的重要驱动力 [63][64] 问题3 **Vivek Arya 提问** 公司对下半年市场的预期如何?[74][75][76][77][78] **Hassane El-Khoury 回答** 公司采取谨慎的态度,预期下半年市场可能呈现"L型"走势,即先下降后趋于平稳。这种保守的预期有利于公司在不确定性中保持较好的财务和运营状况,一旦市场出现意外复苏,公司也能快速受益 [75][76][77][78]

ON Semiconductor Corporation (NASDAQ:ON) BofA Securities 2024 Global Technology Conference June 5, 2024 4:20 PM ET Company Participants Hassane El-Khoury - CEO Thad Trent - CFO Conference Call Participants Vivek Arya - Bank of America Vivek Arya Welcome, everyone, and good afternoon. Welcome to this session with the management team from ON Semiconductor. I'm Vivek Arya, I cover semiconductors at BofA Securities. I'm really delighted to have Hassane El-Khoury, CEO; and Thad Trent, CFO from onsemi. I'll go th ...

metamorworks Introduction Onsemi (NASDAQ:ON) has recently retreated from recent highs and is trading close to where I covered the company last back in October ’23 where I said that the sharp drop was unwarranted, and it is a good time to get in on the action. I wanted to revisit the company once again and see how the company has performed throughout ’23 and whether the share price declines are justified. With a decline in revenues and margins due to the continual negative sentiment in the auto and indus ...

It has been about a month since the last earnings report for ON Semiconductor Corp. (ON) . Shares have added about 5% in that time frame, underperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is ON Semiconductor Corp. due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts. onsemi Q1 Earnings Beat E ...