Rosenblatt Securities Reaffirms Neutral Rating for onsemi (NASDAQ:ON)

onsemi (NASDAQ:ON)‘s stock had its “neutral” rating reaffirmed by research analysts at Rosenblatt Securities in a research report issued on Thursday, Benzinga reports. They presently have a $85.00 price objective on the semiconductor company’s stock. Rosenblatt Securities’ price target suggests a potential upside of 27.63% from the stock’s previous close.

ON has been the topic of several other reports. Bank of America upped their price objective on shares of onsemi from $115.00 to $138.00 and gave the stock a “buy” rating in a research note on Tuesday, May 26th. Weiss Ratings raised onsemi from a “sell (d+)” rating to a “hold (c)” rating in a report on Friday, August 7th. Cantor Fitzgerald decreased their price target on onsemi from $110.00 to $90.00 and set a “neutral” rating on the stock in a research report on Thursday. Zacks Research cut onsemi from a “strong-buy” rating to a “hold” rating in a report on Monday, July 6th. Finally, Robert W. Baird lifted their price objective on onsemi from $100.00 to $108.00 and gave the company a “neutral” rating in a research report on Tuesday, August 4th. Fifteen analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the company. Based on data from MarketBeat.com, onsemi presently has a consensus rating of “Moderate Buy” and an average price target of $93.36.

onsemi Price Performance

Shares of onsemi stock opened at $66.60 on Thursday. The firm has a fifty day moving average price of $80.23 and a two-hundred day moving average price of $87.41. The company has a market cap of $25.93 billion, a PE ratio of 42.69, a price-to-earnings-growth ratio of 0.60 and a beta of 2.00. The company has a debt-to-equity ratio of 0.51, a current ratio of 3.46 and a quick ratio of 2.49. onsemi has a fifty-two week low of $44.56 and a fifty-two week high of $134.92.

onsemi (NASDAQ:ON) last announced its quarterly earnings data on Monday, August 3rd. The semiconductor company reported $0.74 EPS for the quarter, topping analysts’ consensus estimates of $0.72 by $0.02. onsemi had a return on equity of 14.06% and a net margin of 10.17%.The company had revenue of $1.60 billion during the quarter, compared to the consensus estimate of $1.59 billion. During the same quarter last year, the company earned $0.53 EPS. The company’s quarterly revenue was up 9.2% on a year-over-year basis. onsemi has set its Q3 2026 guidance at 0.810-0.930 EPS. Analysts expect that onsemi will post 3.23 EPS for the current year.

Institutional Inflows and Outflows

Hedge funds have recently bought and sold shares of the company. Root Financial Partners LLC boosted its stake in onsemi by 42.1% in the fourth quarter. Root Financial Partners LLC now owns 503 shares of the semiconductor company’s stock valued at $27,000 after acquiring an additional 149 shares during the last quarter. Ascentis Independent Advisors bought a new stake in shares of onsemi during the 1st quarter valued at $36,000. SHP Wealth Management acquired a new position in shares of onsemi in the 4th quarter valued at $32,000. Deseret Mutual Benefit Administrators boosted its position in shares of onsemi by 28.2% in the 4th quarter. Deseret Mutual Benefit Administrators now owns 728 shares of the semiconductor company’s stock worth $39,000 after purchasing an additional 160 shares during the last quarter. Finally, Compass Financial Management LLC bought a new position in shares of onsemi in the 2nd quarter worth $67,000. 97.70% of the stock is currently owned by institutional investors.

onsemi News Summary

Here are the key news stories impacting onsemi this week:

• Positive Sentiment: onsemi launched its Embedded Power Platform (EPP), which integrates silicon, silicon carbide and gallium nitride devices in a wafer-level package. The company says the architecture could deliver three to five times higher power density, lower power losses and faster development for AI data centers, electric vehicles and industrial systems. onsemi Introduces the Embedded Power Platform
• Positive Sentiment: Subaru entered a strategic technology engagement to evaluate EPP for future electrified vehicles, giving onsemi an early design partner and potential validation for its automotive strategy. Sampling is expected to begin in 2026. Subaru to Evaluate onsemi’s Embedded Power Platform
• Neutral Sentiment: Management outlined a potential $213 billion addressable market by 2030 across automotive, industrial, AI data centers and automation, with a strategy centered on higher-value system solutions rather than individual components. However, the opportunity remains long term and forward-looking, with limited evidence yet of customer revenue, production commitments or financial targets. onsemi Charts Path to Power the Next Decade of Innovation
• Negative Sentiment: Investors appeared disappointed that Investor Day emphasized ambitious technology and market projections rather than immediate earnings growth, concrete customer commitments or detailed financial milestones. The reaction suggests the market wanted clearer proof that EPP can translate into near-term revenue and margin expansion.

About onsemi

onsemi is engaged in disruptive innovations and also a supplier of power and analog semiconductors. The firm offers vehicle electrification and safety, sustainable energy grids, industrial automation, and 5G and cloud infrastructure, with a focus on automotive and industrial end-markets. It operates through the following segments: Power Solutions Group, Advanced Solutions Group, and Intelligent Sensing Group. The Power Solutions Group segment offers discrete, module, and semiconductor products that perform multiple application functions, including power switching, power conversion, signal conditioning, circuit protection, signal amplification, and voltage reference functions.