ON Semiconductor: Growth Recovery Underway With Margin Expansion

Revenue growth is recovering, led by AI data center momentum and stabilization in automotive and industrial segments, though automotive faces competitive risks in China. Margin expansion is driven by utilization gains, Treo product scaling, and normalized capex, with gross margin projected to reach 54.4% and EBIT margin 39.2% by 2030. Valuation rerating is justified by stronger forward earnings and profitability outlooks, with upside potential from Fab Right initiatives and continued AI data center growth....

Seeking Alpha - 6/14/2026 2:21:11 AM More News for ON
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