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高盛:重申安森美半导体(ON.US)“中性”评级 后市关注需求与库存信号
ON SemiconductorON Semiconductor(US:ON) 智通财经网·2025-08-05 06:12

Core Viewpoint - Goldman Sachs maintains a "Neutral" rating on ON Semiconductor (ON.US) with a target price of $60, based on the company's latest quarterly earnings report [1] Financial Performance - In Q2, ON Semiconductor reported earnings per share of $0.53, meeting analyst expectations [1] - The company's revenue for the quarter was $1.47 billion, slightly exceeding market expectations of $1.45 billion [1] Market Sentiment - Prior to the earnings report, investor expectations were low, leading to a cautious market positioning [1] - Following the earnings announcement, Goldman Sachs predicts a "moderate pullback" in ON Semiconductor's stock price [1] Future Outlook - Investors should focus on management's insights regarding order trends in the industrial and automotive sectors, potential demand front-loading, and forward-looking statements on channel inventory [1]