Stock Library / ON

ON Technology Latest YouTube: Q2 2026 Published 2026-08-04

technology

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Latest earnings video

ON Semiconductor (ON): EPS +40%, Free Cash Flow 4x, Stock -40%. Is ON a Buy?

Published 2026-08-04

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Library coverage

Episodes tracked

3

Episodes linked

3

Latest video

Q2 2026

2026-08-04

Podcast available

Yes

Current price

$74.21

-0.57 (-0.76%)

Trailing / Forward P/E

48.50x

Forward: 16.39x

Market cap / Volume

—

Volume: —

Revenue / Earnings Growth

9.2%

Earnings: 36.6%

Margins

19.5% op

Gross: 42.8% · Net: 10.2%

Balance sheet

3.46x current

Debt / Equity: 65.1

52-week range / Beta

$44.56 - $134.92

Beta: 2.02

Analyst target

$107.68

Upside: 45.1%

Cash / shareholder return

5.73% FCF yield

Dividend yield: —

Company context

Industry: Semiconductors

Country: United States

Employees: —

Price to book: 4.00x

Return on equity: 8.3%

ON Semiconductor Corporation provides intelligent sensing and power solutions in Hong Kong, Singapore, the United Kingdom, the United States, and internationally. It operates through three segments: Power Solutions Group, Analog and Mixed-Signal Group, and Intelligent Sensing Group. The Power Solutions Group segment offers discrete, module, and integrated semiconductor devices designed to enable power conversion, including power switching, signal conditioning, and circuit protection technologies. Its Analog and Mixed-Signal Group segment designs and develops analog and mixed-signal solutions, including power management, sensor interface, connectivity, and standard products for automotive, industrial automation, AI data centers, computing, and mobile end markets. The Intelligent Sensing Group segment develops complementary metal-oxide-semiconductor image sensors, image signal processors, short-wave infrared sensors, and other products, as well as photon-counting technologies, including single-photon avalanche diode arrays and silicon photomultiplier devices for depth sensing, factory automation, safety systems, and robotics industries. ON Semiconductor Corporation was incorporated in 1992 and is headquartered in Scottsdale, Arizona.

Price chart

Market context for ON

Competitive view

ON vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

technology latest YouTube video thumbnail

technology

ON

YouTube Podbean

Latest video

Q2 2026

Growth profile looks strong right now, with above-average top-line and/or earnings momentum.

Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.

Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.

Expect a more volatile ride than the market average; that can amplify upside, but drawdowns can come fast too.

Intel Corporation latest YouTube video thumbnail

Intel Corporation

INTC

YouTube Spotify Podbean Apple

Latest video

Q2 2026

Growth profile looks strong right now, with above-average top-line and/or earnings momentum.

Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.

Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.

Expect a more volatile ride than the market average; that can amplify upside, but drawdowns can come fast too.

Microsoft Corp. latest YouTube video thumbnail

Microsoft Corp.

MSFT

YouTube Spotify Podbean Apple

Latest video

Q4 FY2026

Growth profile looks strong right now, with above-average top-line and/or earnings momentum.

Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.

Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.

Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.

Market Cap

More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.

ON

$28.89B

technology

INTC

$476.12B

Intel Corporation

MSFT

$3.59T

Microsoft Corp.

Trailing P/E

Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.

ON

48.5x

technology

INTC

—

Intel Corporation

MSFT

26.9x

Microsoft Corp.

Forward P/E

Forward P/E is often a better read on what investors are paying for the next year of earnings power.

ON

16.4x

technology

INTC

44.1x

Intel Corporation

MSFT

20.5x

Microsoft Corp.

Revenue Growth

Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.

ON

9.2%

technology

INTC

25.4%

Intel Corporation

MSFT

17.7%

Microsoft Corp.

Earnings Growth

Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.

ON

36.6%

technology

INTC

—

Intel Corporation

MSFT

31.7%

Microsoft Corp.

Operating Margin

Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.

ON

19.5%

technology

INTC

12.2%

Intel Corporation

MSFT

45.1%

Microsoft Corp.

Gross Margin

Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.

ON

42.8%

technology

INTC

38.9%

Intel Corporation

MSFT

67.9%

Microsoft Corp.

Net Margin

Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.

ON

10.2%

technology

INTC

-19.8%

Intel Corporation

MSFT

40.3%

Microsoft Corp.

Return on Equity

ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.

ON

8.3%

technology

INTC

-10.7%

Intel Corporation

MSFT

34.0%

Microsoft Corp.

Free Cash Flow Yield

Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.

ON

5.7%

technology

INTC

1.0%

Intel Corporation

MSFT

0.5%

Microsoft Corp.

Debt to Equity

Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.

ON

65.06x

technology

INTC

49.00x

Intel Corporation

MSFT

29.12x

Microsoft Corp.

Current Ratio

A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.

ON

3.46x

technology

INTC

1.60x

Intel Corporation

MSFT

1.23x

Microsoft Corp.

Beta

Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.

ON

2.02

technology

INTC

2.24

Intel Corporation

MSFT

1.10

Microsoft Corp.

Dividend Yield

Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.

ON

—

technology

INTC

—

Intel Corporation

MSFT

0.8%

Microsoft Corp.

Analyst Upside

Higher analyst upside suggests the Street still sees room between current price and consensus fair value.

ON

45.1%

technology

INTC

27.5%

Intel Corporation

MSFT

17.8%

Microsoft Corp.

Related research

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Episode timeline

Episode archive for ON

Each row is one earnings episode with every verified platform link available.

Q2 2026

Episode live

2026-08-04

Published youtube podcast complete

ON Semiconductor (ON): EPS +40%, Free Cash Flow 4x, Stock -40%. Is ON a Buy?

Quarterly earnings-analysis entry for technology. Use the links on the right to open the video or podcast episode.

YouTube Spotify Show Podcast Apple Podcasts Amazon Show iHeart Show YouTube Music

Q1 2026

Episode live

2026-05-05

Published youtube podcast complete

ON Stock: EPS Beats by 22% — Q1 2026 Earnings Analysis

Quarterly earnings-analysis entry for technology. Use the links on the right to open the video or podcast episode.

YouTube Spotify Show Podcast Apple Podcasts Amazon Show iHeart Show YouTube Music

Q1 2026

Episode live

2026-05-05

Published youtube podcast complete

ON Stock: EPS Beats by 22% — Q1 2026 Earnings Analysis

Quarterly earnings-analysis entry for technology. Use the links on the right to open the video or podcast episode.

YouTube Spotify Show Podcast Apple Podcasts Amazon Show iHeart Show YouTube Music