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Jefferies Raises Revenue and EPS Estimates for onsemi

1 report, 1 independent Updated Sep 23
AI-generated briefing. Brind wrote this from the reports listed below. It can be wrong. Each section says how much you can rely on it, and the sources are linked so you can check.

What happened

Some supportReported by 1 outlet

Jefferies raised revenue and EPS estimates for onsemi. The firm stated that onsemi is well-positioned to benefit from rising data center power demand. Jefferies argued that investor concerns about margins following the recent analyst day were overstated, noting that the 53% gross margin target should be viewed as a milestone rather than a ceiling.

From proactiveinvestors.com

Why it matters

Some supportBrind's analysis of the reports

The outlook is supported by the expansion of the data center opportunity due to 800-volt architectures. Onsemi benefits from its vertical power delivery solution, which has a 2mm z-height compared to about 5mm for competing products. The company expects first embedded power product revenue in late 2027.

From proactiveinvestors.com

Who's involved

  • onsemiSemiconductor company focused on intelligent power and sensing technologies

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The entities involved

  • onsemi

    A semiconductor company focused on intelligent power and sensing technologies

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Coverage

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