ON three-lens brief
Evidence-based stock research on ON. Three independent lenses — Foundation, Expansion, Climate — examine live data from SEC filings, the Federal Reserve, and market feeds. Every claim traces to its primary source.
Performance
Moved -2.37% yesterday. · Trading >3% below the 50-day MA — short-term weakness.
- Moved -2.37% yesterday.
- Trading >3% below the 50-day MA — short-term weakness.
- Underperforming SPY by 23.9pp over 30 days.
- P/E of 70 — priced for high growth; little margin of safety.
- Analyst mean target $114.12 — 19% above current (25 analysts).
ON closed at $95.55 (-2.37%) as of 2026-07-10. Market cap: $37.19B. P/E (trailing) 70.3. Price is below the 50-day MA and above the 200-day MA. Positives: analyst mean target $114.12 — 19% above current (25 analysts).. Concerns: moved -2.37% yesterday.; trading >3% below the 50-day MA — short-term weakness.. Last quarter: Revenue $1.51B, net income -$33.40M, free cash flow $1.28B. Watching for: 2026-08-03 earnings release (23 days out).
Why three lenses on ON, not one.
A single reasoning model has blind spots it doesn’t know about. We examine ONacross Foundation (fundamentals), Expansion (growth runway and market expansion), and Climate (macro/sector). Disagreement between lenses is surfaced, not hidden — it’s how you know when HOLD is the honest call.
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