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ON Semiconductor Corporation Unsponsored Brazilian Depositary Receipt Repr 0.125 ShON Semiconductor Corporation Unsponsored Brazilian Depositary Receipt Repr 0.125 ShON Semiconductor Corporation Unsponsored Brazilian Depositary Receipt Repr 0.125 Sh

ON Semiconductor Corporation Unsponsored Brazilian Depositary Receipt Repr 0.125 Sh

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onsemiโ€™s Strategic Pivot: Dominating Power and AIOnsemi is currently redefining its position in the global semiconductor landscape. The company recently achieved record milestones within its data center business. Analysts responded by maintaining strong "Buy" ratings and high price targets. They specifically highlighted margin expansion as a primary growth catalyst. This financial resilience underscores onsemiโ€™s successful transition toward high-value, intelligent power solutions. The AI and Data Center Revolution Artificial Intelligence now drives onsemiโ€™s most ambitious growth phase. The companyโ€™s data center segment recently hit unprecedented revenue levels. These facilities require massive amounts of efficient power management to operate AI workloads. Onsemi provides the specialized hardware necessary to reduce energy waste. This technological edge positions the firm as a critical partner for global tech giants. Mastering Silicon Carbide Innovation Silicon Carbide (SiC) technology remains the cornerstone of onsemiโ€™s industrial strategy. The company holds a significant patent portfolio in advanced power semiconductors. These chips enable faster charging and longer ranges for electric vehicles. By focusing on SiC, onsemi secures a dominant role in the green energy transition. This specialized focus creates a formidable barrier to entry for competitors. Geostrategy and Supply Chain Resilience Geopolitics heavily influence the current semiconductor market. Onsemi proactively diversified its manufacturing footprint to mitigate regional risks. The companyโ€™s geostrategy aligns with Western efforts to secure domestic chip supplies. This alignment reduces vulnerability to trade disputes and logistical bottlenecks. Consequently, institutional investors view Onsemi as a stable bet in a volatile global climate. Leadership and the "Fab-Liter" Model Managementโ€™s "Fab-Liter" business model continues to yield impressive results. This strategy optimizes internal manufacturing while leveraging external foundries for flexibility. Leadership prioritizes high-margin products over high-volume consumer electronics. This disciplined approach protects the bottom line during cyclical market downturns. Executives foster a culture of lean innovation and rapid technological iteration. Addressing Cyber and Strategic Risks Rapid AI integration introduces complex legal and cybersecurity challenges. Onsemi acknowledges these risks while maintaining its aggressive growth trajectory. The company invests in robust cybersecurity frameworks to protect its intellectual property. Managing these strategic vulnerabilities is essential for long-term stability. Onsemiโ€™s proactive stance on risk management builds deep trust with corporate stakeholders. Macroeconomic Outlook and Valuation Market confidence remains high regarding onsemi's ability to expand margins. Despite broader economic headwinds, the company maintains a clear path to profitability. Its exposure to automotive and industrial automation provides a structural advantage. The stock remains a premier choice for those seeking high-tech industrial growth in a shifting economy.
NASDAQ:ONLong
by TradeThePool
ON Semiconductor ($ON) โ€“ Breakout Potential Towards $67ON Semiconductor ( NASDAQ:ON ) is approaching a key breakout zone within a long-term descending resistance and ascending support trendline. ๐Ÿ“Š Analysis & Setup: The stock has been building higher lows since April, signaling strong bullish accumulation. A decisive breakout above $62.30 could trigger a strong upside move. Technical projection shows a potential rally of ~25% from the current base. ๐ŸŽฏ Targets: First target: $62.30 (breakout level) Second target: $67.20 (+7.7% after breakout) โŒ Stop Loss: Below trendline support at $49.00 This setup favors a bullish move if price clears $62 with momentum, offering a strong risk/reward ratio.
NASDAQ:ONLong
by asaf_shabat
2
How to use Quantity aka Volume Indicators for high profits.There are 3 data sets that are using in technical analysis of a stock, index, or ETF BTC chart. Price, Time, and Quantity. Two of these data are required for an indicator. Using volume bars completes the data for candlestick chart patterns. It is easy to learn how to read and understand the relationship between price action and volume. When volume has a fading volume pattern, then the run up or down is at risk of suddenly reversing. When volume surges to the top of the chart, this warns of either extreme panic, or extreme euphoric speculation, OR that HFTs or MEMEs or Hedge Funds are instigating a surge of activity that most retail traders will chase and lose money. It is important to learn to read volume and quantity indicators so that you can prepare for the end of a downtrend as a bottom begins. It is important to recognize a topping formation before price gaps or runs down wiping out your profits. There are over 250 Stock and Market indicators. Most are based on price and time. Hybrid Leading indicators are the newest indicators and combine price, quantity and time which signals a day ahead of a shift of direction.
NASDAQ:ON
by MarthaStokesCMT-TechniTrader
1
A Technical Review of ON: Trendlines and Potential TargetsBullish Trendline in Play : The price action since late April/early May clearly demonstrates an upward-sloping trendline (highlighted in light blue), indicating a sustained bullish momentum. The price has respected this trendline on multiple occasions, suggesting its significance as dynamic support. Recent Breakout and Retest of Resistance : The chart shows a recent decisive breakout above the 57.50 level, which previously acted as resistance. Following the breakout, the price has seen a retest of this level, successfully holding above it, which is often a bullish confirmation. Identified Supply Zones Ahead : There are two distinct green-highlighted zones above the current price, marked at 65 and 70. These represent potential supply zones or resistance levels where profit-taking or increased selling pressure could occur. Potential for ABCD Harmonic Pattern : The dotted white lines indicate a potential ABCD harmonic pattern formation. Should this pattern play out, it suggests a possible corrective move towards the 55-57.50 zone before a further upward trajectory towards the 65 and then potentially 70 levels. Key Support Zone Established : The green-highlighted area around the 55 level, coinciding with the bullish trendline, appears to be a significant support zone. A sustained breakdown below this level would invalidate the current bullish structure and warrant a re-evaluation of the trend. Disclaimer: The information provided in this chart is for educational and informational purposes only and should not be considered as investment advice. Trading and investing involve substantial risk and are not suitable for every investor. You should carefully consider your financial situation and consult with a financial advisor before making any investment decisions. The creator of this chart does not guarantee any specific outcome or profit and is not responsible for any losses incurred as a result of using this information. Past performance is not indicative of future results. Use this information at your own risk. This chart has been created for my own improvement in Trading and Investment Analysis. Please do your own analysis before any investments.
NASDAQ:ONLong
by ManiMarkets
Trade Plan (Short-Term Swing) for $ON๐Ÿ” Chart Setup & Trend Timeframe: Daily chart Trend: After a prolonged downtrend, NASDAQ:ON appears to be forming a base and attempting a short-term reversal. It is testing resistance around $57, and a breakout could trigger bullish continuation. Price is approaching the 50-day EMA, which is a key level to watch for confirmation. ๐Ÿ“Š Key Indicators RSI: ~52 โ†ณ Neutral, but trending upward. Room to grow before hitting overbought levels. MACD: Bullish crossover just occurred โ†ณ Momentum is shifting in favor of the bulls. Volume: Modest uptick on green daysโ€”sign of early accumulation. ๐Ÿ”ง Support & Resistance Immediate support: $54.80 (recent swing low) Resistance 1: $57.00 (current test level) Resistance 2: $60.00 12% Target Price: $63.40 ๐ŸŽฏ Trade Plan (Short-Term Swing) Entry Zone: $56.60โ€“$57.10 (on confirmed breakout) Price Target (12% gain): $63.40 Stop-loss: $53.90 (below recent low and EMA20) Risk/Reward Ratio: ~1:2 or better depending on entry
NASDAQ:ONLong
by swingstocktraders
ON Semiconductor โ€“ Reaction at 78.6% Fib, Decision Time at $49.7NASDAQ:ON just reacted to a key 78.6% Fibonacci retracement from the April 2020 low to its all-time high. After a make-or-break earnings on May 5, price has pushed into a major resistance zone at $49.75. Interestingly, analysts are averaging a price target of $47, slightly below current levels. ๐Ÿ’ก Key Setup: 78.6% Fib retracement bounce (long-term move) Resistance: $49.75 Average analyst target: $47 ๐Ÿ“… Summer move will likely be decided in the next couple of weeks. Breakout or rejection? The chart is at a critical inflection point. Drop your bias in the comments: ๐Ÿ“ˆ or ๐Ÿ“‰?
NASDAQ:ON
by disciplinetradingteam
2
Short Trade Setup โ€“ ON Semiconductor (ON)!๐Ÿ”ป Timeframe: 30-Minute Chart Pattern: Rising Wedge Breakdown (Bearish Reversal) ๐Ÿ“ Trade Plan (Short Position) ๐Ÿ“Œ Entry: ~$45.22 (Breakdown confirmation below wedge) ๐Ÿ›‘ Stop-Loss (SL): $47.26 (Above wedge resistance / structure invalidation) ๐ŸŽฏ Take Profit Targets: TP1: $43.06 (First support level โ€“ red line) TP2: $40.45 (Stronger base support โ€“ green line) ๐Ÿ“Š Risk-Reward Calculation Risk: $47.26 - $45.22 = $2.04 Reward to TP1: $45.22 - $43.06 = $2.16 Reward to TP2: $45.22 - $40.45 = $4.77 โžก๏ธ Risk-Reward Ratios: TP1: ~1:1.05 TP2: ~1:2.3 ๐Ÿ” Key Technical Zones ๐Ÿ”ป Entry: Breakdown below wedge at $45.22 ๐Ÿงจ Stop-Loss: Above resistance at $47.26 ๐ŸŸฅ Target 1: $43.06 ๐ŸŸฉ Target 2: $40.45 โœ… Summary Setup favors bearish continuation below $45.22. Clean invalidation above $47.26. Solid R:R, especially if price reaches TP2.
NASDAQ:ONShort
by ProfittoPath
ON | Long Setup | Bullish Recovery Flow | (May 2025)ON | Long Setup | Breakout from Downtrend Channel + Bullish Recovery Flow | (May 2025) 1๏ธโƒฃ Short Insight Summary: ON Semiconductor (ON) is breaking out of its long-term downtrend channel, showing strong price action and renewed momentum. A recovery seems to be gaining speed, and May could be a key turning point. 2๏ธโƒฃ Trade Parameters: Bias: Long Entry: Around current levels (post-breakout zone) Stop Loss: $28 (providing extra room for potential liquidation wicks) TP1: $56 TP2: $71 TP3: $76 TP4: $83 3๏ธโƒฃ Key Notes: The stock just broke out of its declining channel and is now testing the 50-day moving average โ€” a common resistance, but price strength and flow suggest we might push through. Weโ€™re also sitting on a major support zone that mirrors the May 2021 level, which historically provided a strong bounce. Here are the fundamentals: Revenue: SEED_TVCODER77_ETHBTCDATA:7B Net Income: $1.5B Tangible Book Value: ~$16.50 EPS: $3.67 Free Cash Flow: $1.2B Cash on Hand: $2.6B Debt: $3.6B Beta: 1.7 (fairly volatile) The dividend yield is currently unknown, but earnings are projected to grow steadily, with strong acceleration expected heading into 2028. This setup offers a mix of technical breakout and long-term growth expectations. 4๏ธโƒฃ Optional Follow-up Note: This idea will be monitored closely throughout May. If the bullish structure holds, we could see multiple levels get hit. Iโ€™ll provide updates if price action confirms further strength. Please LIKE ๐Ÿ‘, FOLLOW โœ…, SHARE ๐Ÿ™Œ and COMMENT โœ if you enjoy this idea! Also share your ideas and charts in the comments section below! This is best way to keep it relevant, support us, keep the content here free and allow the idea to reach as many people as possible. Disclaimer: This is not a financial advise. Always conduct your own research. This content may include enhancements made using AI.
NASDAQ:ONLong
by Risk_Adj_Return
2
ON โ€“ ON Semiconductor Corporation โ€“ 30-Min Short Trade Setup !๐Ÿ“‰ ๐Ÿ”ป ๐Ÿ”น Asset: ON (NASDAQ) ๐Ÿ”น Timeframe: 30-Min Chart ๐Ÿ”น Setup Type: Breakdown from Symmetrical Triangle + Trendline Breach ๐Ÿ“Š Trade Plan (Short Position) โœ… Entry Zone: Below $45.20 (breakdown from triangle and support zone) โœ… Stop-Loss (SL): Above $45.98 (failed breakout / pattern invalidation) ๐ŸŽฏ Take Profit Targets ๐Ÿ“Œ TP1: $44.27 โ€“ Previous demand / support zone ๐Ÿ“Œ TP2: $43.15 โ€“ Strong support and target zone (green level) ๐Ÿ“Š Risk-Reward Ratio Calculation ๐Ÿ“‰ Risk: $45.98 - $45.20 = $0.78 risk per share ๐Ÿ“ˆ Reward to TP1: $45.20 - $44.27 = $0.93 (1.19:1 R/R) ๐Ÿ“ˆ Reward to TP2: $45.20 - $43.15 = $2.05 (2.63:1 R/R) ๐Ÿ” Technical Analysis & Strategy ๐Ÿ“Œ Triangle Breakdown: Bearish breakout from consolidation pattern ๐Ÿ“Œ Lower Highs: Selling pressure increasing, indicating weakness ๐Ÿ“Œ Volume Watch: Breakdown candle volume confirmation adds edge ๐Ÿ“Œ Red Zone Flip: Support at yellow line now acting as resistance โš™๏ธ Trade Execution & Risk Management ๐Ÿ“Š Entry Confirmation: 30-min candle close below $45.20 ๐Ÿ“‰ SL Placement: Above recent highs / invalidation zone = $45.98 ๐Ÿ” Trailing Stop Strategy: โœ” Move SL to breakeven at TP1 โœ” Trail stop down toward $43.50 as price moves toward TP2 ๐Ÿ’ฐ Partial Profit Booking Strategy โœ” Book 50% profits at TP1 = $44.27 โœ” Hold remainder toward TP2 = $43.15 โœ” Protect profits by tightening SL on the way down โš ๏ธ Setup Invalid Conditions โŒ Close above $45.98 = pattern failed โŒ Lack of breakdown volume = avoid entry ๐Ÿ”ป Final Thoughts โœ” Breakdown from wedge + trendline breach = bearish confirmation โœ” Clean downside structure with solid 2.6:1 R/R โœ” High-probability short setup if support fails with volume
NASDAQ:ONShort
by ProfittoPath
ON Semiconductor Corporation (ON) โ€“ 30-Min Long Trade Setup!### ๐Ÿ“Œ ** ๐Ÿš€** ๐Ÿ”น **Asset:** ON Semiconductor Corp (**ON** โ€“ NASDAQ) ๐Ÿ”น **Timeframe:** 30-Min Chart ๐Ÿ”น **Setup Type:** **Symmetrical Triangle Breakout** --- ### **๐Ÿ“Š Trade Plan (Long Position)** โœ… **Entry Zone:** Above **$43.24** (Breakout Confirmation) โœ… **Stop-Loss (SL):** Below **$42.11** (Key Support Level) ๐ŸŽฏ **Take Profit Targets:** ๐Ÿ“Œ **TP1:** **$44.49** (First Resistance Level) ๐Ÿ“Œ **TP2:** **$46.07** (Extended Bullish Move) --- ### **๐Ÿ“Š Risk-Reward Ratio Calculation** ๐Ÿ“‰ **Risk (SL Distance):** $43.24 - $42.11 = **$1.13 risk per share** ๐Ÿ“ˆ **Reward to TP1:** $44.49 - $43.24 = **$1.25** (**1:1.10 R/R**) ๐Ÿ“ˆ **Reward to TP2:** $46.07 - $43.24 = **$2.83** (**1:2.50 R/R**) --- ### **๐Ÿ” Technical Analysis & Strategy** ๐Ÿ“Œ **Symmetrical Triangle Breakout:** Price is breaking above **trendline resistance**, signaling bullish momentum. ๐Ÿ“Œ **Key Resistance at $44.49:** Needs to **clear this level** for further upside to TP2. ๐Ÿ“Œ **Volume Confirmation Needed:** Ensure **above-average volume** above **$43.24** to validate breakout. ๐Ÿ“Œ **Support at $42.11:** A break below this invalidates the trade setup. --- ### **๐Ÿ“‰ Trade Execution & Risk Management** ๐Ÿ“Š **Volume Confirmation:** Look for **strong bullish volume** above **$43.24** before entering. ๐Ÿ“‰ **Trailing Stop Strategy:** Move SL to **entry ($43.24)** after TP1 is hit. ๐Ÿ’ฐ **Partial Profit Booking Strategy:** โœ” Take **50% profits at $44.49**, let the rest run toward $46.07. โœ” Adjust **Stop-Loss to Break-even ($43.24)** after TP1 is reached. --- ### **โš ๏ธ Fake Breakout Risk** โŒ If price **fails to hold above $43.24**, exit early. โŒ Wait for a **30-min candle close** above the breakout level before entering. --- ### **๐Ÿš€ Final Thoughts** โœ” **Bullish Setup** โ€“ Strong breakout potential. โœ” **Momentum Shift Possible** โ€“ Watch for **volume confirmation**. โœ” **Favorable Risk-Reward Ratio** โ€“ **1:2.50** to TP2. ๐Ÿ’ก **Stick to the plan, manage risk, and trade smart!** ๐Ÿš€๐Ÿ“ˆ ๐Ÿ”— **#ONStock #NASDAQ #SwingTrading #TradingView #ProfittoPath** ๐Ÿ’ฐ๐Ÿ“Š
NASDAQ:ONLong
by ProfittoPath
ON/USD โ€“ 30-Min Long Trade Setup !๐Ÿ“Œ ๐Ÿš€ ๐Ÿ”น Asset: ON (ON Semiconductor Corporation) ๐Ÿ”น Timeframe: 30-Min Chart ๐Ÿ”น Setup Type: Bullish Reversal Trade ๐Ÿ“Œ Trade Plan (Long Position) โœ… Entry Zone: Above $45.84 (Breakout Confirmation) โœ… Stop-Loss (SL): Below $44.79 (Invalidation Level) ๐ŸŽฏ Take Profit Targets: ๐Ÿ“Œ TP1: $48.15 (First Resistance Level) ๐Ÿ“Œ TP2: $50.91 (Extended Bullish Move) ๐Ÿ“Š Risk-Reward Ratio Calculation ๐Ÿ“‰ Risk (SL Distance): $45.84 - $44.79 = $1.05 risk per share ๐Ÿ“ˆ Reward to TP1: $48.15 - $45.84 = $2.31 (1:2.2 R/R) ๐Ÿ“ˆ Reward to TP2: $50.91 - $45.84 = $5.07 (1:4.8 R/R) ๐Ÿ” Technical Analysis & Strategy ๐Ÿ“Œ Downtrend Breakout: Price has broken out of a falling trendline, signaling a bullish reversal. ๐Ÿ“Œ Support Rejection: The price bounced off $44.79 support, showing buyer strength. ๐Ÿ“Œ Volume Confirmation Needed: Ensure high buying volume when price holds above $45.84 to confirm bullish momentum. ๐Ÿ“Œ Momentum Shift Expected: If price remains above $45.84, it could push toward $48.15, and further to $50.91. ๐Ÿ“Š Key Support & Resistance Levels ๐ŸŸข $44.79 โ€“ Stop-Loss / Support Level ๐ŸŸก $45.84 โ€“ Breakout Level / Long Entry ๐Ÿ”ด $48.15 โ€“ First Resistance / TP1 ๐Ÿ”ด $50.91 โ€“ Final Target / TP2 ๐Ÿ“‰ Trade Execution & Risk Management ๐Ÿ“Š Volume Confirmation: Ensure high buying volume above $45.84 before entering. ๐Ÿ“‰ Trailing Stop Strategy: Move SL to entry ($45.84) after TP1 ($48.15) is hit. ๐Ÿ’ฐ Partial Profit Booking Strategy: โœ” Take 50% profits at $48.15, let the rest run toward $50.91. โœ” Adjust Stop-Loss to Break-even ($45.84) after TP1 is reached. โš ๏ธ Fake Breakout Risk โŒ If the price fails to hold above $45.84 and drops back, exit early to avoid losses. โŒ Wait for a strong bullish candle close above $45.84 before entering aggressively. ๐Ÿš€ Final Thoughts โœ” Bullish Setup โ€“ Bouncing from $44.79 support suggests a potential reversal. โœ” Momentum Shift Possible โ€“ Watch for volume confirmation. โœ” Favorable Risk-Reward Ratio โ€“ 1:2.2 to TP1, 1:4.8 to TP2. ๐Ÿ’ก Stick to the plan, manage risk, and trade smart! ๐Ÿš€๐Ÿ“ˆ ๐Ÿ”— Hashtags for Reach & Engagement: #StockMarket ๐Ÿ“‰ #ON ๐Ÿ“Š #TradingNews ๐Ÿ“ฐ #MarketUpdate ๐Ÿ”ฅ #Investing ๐Ÿ’ฐ #Trading ๐Ÿ“ˆ #Finance ๐Ÿ’ต #ProfittoPath ๐Ÿš€ #SwingTrading ๐Ÿ”„ #DayTrading โšก #StockTrader ๐Ÿ’ธ #TechnicalAnalysis ๐Ÿ“‰ #EconomicNews ๐Ÿ›๏ธ #FinancialFreedom ๐Ÿ’ก #MarketTrends ๐Ÿ“Š #StockAlerts ๐Ÿ”” #TradeSmart ๐Ÿค“ #Bullish ๐Ÿ‚
NASDAQ:ONLong
by ProfittoPath
ON Semi is fundamentally undervalued and ready for a reversalTechnical View NASDAQ:ON ON bounce off from a bigger support area from 2022 at around $53 building an ascending triangle. We have a gap above our current price (which can function as a magnet for the stock price). A smaller resistance at $60 might be our first target and the bigger resistance at $77 could be our final target resulting in 36% ROI. The trade would be invalidated below $50. Since this is a bigger swing trade, I would not put my SL to close to the current stock price. If youโ€™re interested why this is a mid- to long-term swing trade read the fundamental information below. Support Zones $50-53 Target Zones $60 $77 Fundamental View ON Semiconductor concluded the third quarter of 2024 with revenue amounting to $1,762 million, reflecting a 2% increase from the second quarter but a -19.2% year-over-year decline. Nevertheless, the revenue for the quarter exceeded the consensus estimate by 0.70%. The most significant revenue losses were observed in the industrial end-market, with figures reaching $439.90 million compared to the average estimate of $464.97 million, marking a -28.6% decrease. The gross margin experienced a 2% improvement, now constituting 45.4% of total revenue. Looking ahead, the acquisition of GlobalFoundriesโ€™ New York plant is anticipated to enhance the company's chip production capabilities. This facility is expected to maintain consistent production costs while simultaneously increasing production efficiency, in anticipation of a future rise in demand. The stock has decreased by 11.26% on a year-to-date basis, with a reported trailing twelve months (TTM) earnings per share (EPS) of $4.03. Management has reported having over $1 billion in free cash flow and plans, according to Barronโ€™s, to utilize half of each quarterโ€™s cash flow to repurchase shares under onsemiโ€™s Share Repurchase Program. The reduction in investments will contribute to increasing free cash flow margins, thereby reinforcing OnSemiโ€™s objective of returning 50% of free cash flow to investors. This, combined with a projected slight improvement in sales growth and profitability, is expected to elevate EPS to $7.11 by 2027. Currently, the company's valuation appears reasonable, trading at a forward price-to-earnings (P/E) ratio of 13.49, which is lower than 90% of the time over the past five years and significantly beneath the S&P 500 P/E ratio as well as the industry median P/E of 25.4. Based on analysts' projections for EPS and maintaining a steady P/E ratio, the company is anticipated to reach a price of $95.91 within the next two years. While this scenario may seem overly optimistic, it is evident that the market is currently undervaluing the stock, especially when compared to its main competitors, such as Texas Instruments and Analog Devices. Since EV is a superior trend I donโ€™t think Trumps political decision will have an impact. In addition, โ€œVice Presidentโ€ Musk has a, letโ€™s say, not so little interest in selling more EVs.
NASDAQ:ONLong
by LGNDRY-Capital
2
On Semiconductor: Underdog moat of AI power playOn Semiconductor The company is currently trading at $56.26 per share at TTM Price-to-earning(P/E) ratio of 13.69, approximately, with a forward P/E ratio of 13.92. The enterprise value to EBITDA (EV/EBITDA) is about 8.89, with profit margin of 23.8%. Analystsโ€™ consensus estimates for the upcoming quarter project earnings per share (EPS) between $0.92 and $1.04, with revenue expectations ranging from $1.7 billion to $1.8 billion. Based on the estimates, the calculated intrinsic value of the forecasted share price lies between $52 to $57.9 range. Focus Industries : Automotive, industrial, and IoT markets. Strengths : 1. Leader of the product segment. 2. Growth in EV and ADAS solution. 3. Vertical integration mitigating supply chain risks and reaching operational efficiency. 4. Global operating segments - Optimism grown alongside with interest rate optimism tailwind. Weakness : 1. Dependence on cyclical markets 2. Limited presence in certain high-growth segments 3. High CAPEX limiting shareholder return Key Customers: 1. Tesla, GM, Ford, and other automotive manufacturers. 2. Dell, HP, and Cisco.. 3. IoT companies and manufacturing organizations.
NASDAQ:ONLong
by Kim_CLSPX
2
if $NXPI can be up on its earning report, $ON can tooCFRA likes ONโ€™s exposure to the industrial and automotive markets, about 80% of revenue, which should support profit margins and better growth opportunities long term. That said, CFRA sees near-term softness within certain industrial applications and inventory digestion within the automotive space, similar to peers. Long term, CFRA remain optimistic about content gain potential within the automotive space due to the electrification of the vehicle (EVs) and Advanced Driver Assistance System (ADAS) adoption. CFRA see content growth partly offsetting any potential automotive end demand weakness, while we expect SiC demand to sharply outpace capacity growth (grew to $800M in 2023 from $200M in 2022; $2.5B potentially in 2027). Given healthy free cash flow, we see more aggressive buybacks ahead (new SEED_TVCODER77_ETHBTCDATA:3B authorization in February).
NASDAQ:ONLong
by KhanhC.Hoang