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Here's Why You Should Buy ON Semiconductor Stock Right Now

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A successful investor constantly looks forward to add well-performing stocks in the portfolio at the right time. Notably, indicators of a stock’s bullish run include a rise in share price and strong fundamentals.

ON Semiconductor Corporation (ON - Free Report) is one such technology stock that has been on healthy growth trajectory, of late. The company’s shares have returned 61.1% year over year, substantially outperforming the 41.6% rally of the industry.

Let’s take a deeper look at some of the aspects aiding the performance.

 

Impressive Q4 Results

ON Semi reported fourth-quarter fiscal 2017 adjusted earnings of 39 cents per share, which beat the Zacks Consensus Estimate by 2 cents. The figure also surged 34% year over year.

Non GAAP revenues increased 9% year over year to $1.37 billion and surpassed the Zacks Consensus Estimate of $1.35 billion.

The upside was driven by strong demand, rapid adoption and favorable product mix of the company’s diversified product portfolio for automotive and industrial end markets.

Positive Earnings Surprise

In the last quarter the company, delivered a positive earnings surprise of 5.41%. Furthermore, the company is expected to post EPS growth of 85.7% in current quarter and 18.5% for the full year 2018. ON Semi projects a long-term expected growth rate of 12.23%.

Upward Estimate Revisions

In the last 30 days, the Zacks Consensus Estimate for the company’s current quarter and current year witnessed upward revisions. For the current quarter, the Zacks Consensus Estimate is currently pegged at 39 cents per share, up from earnings of 36 cents per share projected 30 days ago. Similarly, the Zacks Consensus Estimate for current year is currently pegged at $1.73 per share compared with $1.66 projected 30 days ago.

Expanding Product Portfolio and Collaborations: Key Catalysts

ON Semi boasts strong product line and diversified customer base. Better-than-expected demand for CMOS image sensors, ADAS, power management products, wireless charging, mixed signal ASICs and sensor interface products are positives.

ON Semi recently announced the latest set of low power USB-C devices, namely FUSB303 port controller, FSUSB242 USB-C compliant port protection switch and FUSB302BV USB-C controller. These products easily integrate the latest 1.3-compliant solutions, consequently providing flexibility and offering customization options.

The company is focusing on IoT division. In this regard, ON Semi recently unveiled a new multi-sensor shield and expansion of software support for its IoT Development Kit (IDK). The new release will quicken the IoT solution process for connected wellness, industrial wearables, smart home, predictive maintenance, asset tracking and other industrial IoT applications.

The addition of Fairchild’s offerings to product portfolio has made it further lucrative, consequently driving demand in industrial end-markets.

ON Semi recently collaborated with ConvenientPower Systems to develop in-vehicle wireless charging solutions. Under the agreement, ConvenientPower will develop, design and market in-vehicle wireless charging solutions, making use of ON Semi’s NCV6500 power management controller.

This collaboration in automotive wireless charging solution is expected to enhance ON Semi’s product portfolio and strengthen foothold in the automotive market. Per Technavio, the global wireless charger market is anticipated to witness CAGR of more than 33% in the period 2016-2020, which will greatly benefit the company.

Furthermore, ON Semi collaborated with Baidu to develop Apollo Autonomous Driving Platform. The alliance has not only confirmed its prominent position in the image sensor market but also helped it expand footprint in China.

Bottom Line

Banking on these positives, we believe that ON Semi is one technology stock that deserves a place in investors’ portfolio.

ON Semi currently carries a Zacks Rank #2 (Buy).

Other Stocks to Consider

Few other top-ranked stocks in the broader technology sector are NVIDIA Corporation (NVDA - Free Report) , Facebook, Inc and The Trade Desk (TTD - Free Report) . While Facebook, NVIDIA sport a Zacks Rank #1 (Strong Buy), The Trade Desk carries a Zacks Rank #2. You can see the complete list of today’s Zacks #1 Rank stocks here.

NVIDIA, Facebook and The Trade Desk have a long-term expected EPS growth rate of 10.25% 26.51% and 25%, respectively.

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