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ONON Semiconductor Corporation

Information Technology · Semiconductors · Large

$72.25−1.34%
As of 23 Oct 2026Mkt cap $28.2B
Stage 13
AVOID
Fundamentals
35.7/75
Technical
6.1/15
Independent
41.8/90

GCAE viewFundamental /75 is below the Stage 13 acceptable-business floor

Price

1M
−1.2%
3M
−18.9%
6M
−26.6%
1Y
+39.1%

Financials & valuation

Cached filing evidence · as of 2026-10-02

Valuation

P/E
46.3xHist median 35.8x
Forward P/E
—No validated forward-estimate source
Price / FCF
19.8x
FCF yield
5.0%

Quality

ROIC
0.9%
Operating margin
25.0%
FCF margin
23.7%
Current ratio
4.5x

Growth

Revenue growth
−15.3%Latest FY YoY
Revenue CAGR
−2.9%
EPS CAGR
−40.2%
FCF CAGR
+1.5%

Capital

Share-count trend
−4.0%3Y annualised
Net debt
$857M0.5x OCF

Annual trend

CAGR 2021–2025
−2.9%
Latest · 2025
$6B
YoY
−15.3%
Quality Research
NOT FLAGGED
Acceleration Radar
NOT FLAGGED
THE ONE
CONTENDER
Final / Opportunity
RECHECK BEFORE ACTION

Key takeaway

AI/power demand and portfolio breadth support the thesis, while the Synaptics transaction remains a material execution and capital-allocation condition.

Unresolved question

No reliable unresolved question is available from the current committed evidence.

Watch next

  • Next earnings · 2026-11-02
  • Refresh the triggered Final Research evidence; only then reassess current opportunity state.
  • Price moved +18.8% since the last four-lens research baseline.
More details & evidence

Production decision

Stage 13
AVOID
Technical state
approaching-support
Rotation
headwind
Evidence
fresh

Presentation freshness

Stage 11 market
2026-10-23 · Massive
Financial cache
2026-10-02
Quality Research
NOT FLAGGED
THE ONE
STALE

Authority

Company page
Presentation only
Scores
Frozen GCAE production outputs
Research
Research-only lanes; no score override
Private portfolio
Not loaded