onsemi (NASDAQ:ON) Given New $80.00 Price Target at Rosenblatt Securities

onsemi (NASDAQ:ON) had its price objective dropped by equities research analysts at Rosenblatt Securities from $85.00 to $80.00 in a report issued on Tuesday, Benzinga reports. The firm presently has a “neutral” rating on the semiconductor company’s stock. Rosenblatt Securities‘s price target suggests a potential upside of 14.11% from the stock’s previous close.

Several other equities research analysts also recently weighed in on ON. Truist Financial decreased their target price on onsemi from $91.00 to $75.00 and set a “hold” rating for the company in a research report on Friday, September 18th. Wells Fargo & Company reiterated an “overweight” rating and set a $90.00 target price on shares of onsemi in a report on Tuesday. Craig Hallum upgraded onsemi from a “hold” rating to a “buy” rating and set a $85.00 price target for the company in a report on Tuesday. UBS Group restated a “neutral” rating on shares of onsemi in a report on Thursday, September 17th. Finally, Robert W. Baird increased their price objective on shares of onsemi from $100.00 to $108.00 and gave the company a “neutral” rating in a research report on Tuesday, August 4th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and fifteen have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $91.81.

onsemi Stock Performance

NASDAQ:ON opened at $70.11 on Tuesday. The firm’s fifty day simple moving average is $74.67 and its 200 day simple moving average is $82.02. The company has a current ratio of 3.46, a quick ratio of 2.49 and a debt-to-equity ratio of 0.51. onsemi has a twelve month low of $44.56 and a twelve month high of $134.92. The firm has a market capitalization of $27.29 billion, a price-to-earnings ratio of 44.94, a PEG ratio of 0.62 and a beta of 2.05.

onsemi (NASDAQ:ON) last announced its quarterly earnings results on Monday, November 2nd. The semiconductor company reported $0.90 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.88 by $0.02. onsemi had a return on equity of 14.06% and a net margin of 10.17%. The firm had revenue of $1.72 billion during the quarter, compared to the consensus estimate of $1.71 billion. During the same period in the prior year, the firm earned $0.63 EPS. The firm’s quarterly revenue was up 11.1% compared to the same quarter last year. As a group, equities research analysts expect that onsemi will post 3.21 earnings per share for the current fiscal year.

Insider Activity at onsemi

In related news, insider Sudhir Gopalswamy sold 15,578 shares of the business’s stock in a transaction dated Thursday, October 1st. The shares were sold at an average price of $80.00, for a total transaction of $1,246,240.00. Following the completion of the sale, the insider owned 158,177 shares of the company’s stock, valued at $12,654,160. This represents a 8.97% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.35% of the company’s stock.

Hedge Funds Weigh In On onsemi

A number of hedge funds and other institutional investors have recently bought and sold shares of the stock. Provenance Wealth Advisors LLC increased its stake in shares of onsemi by 3,318.2% during the 3rd quarter. Provenance Wealth Advisors LLC now owns 376 shares of the semiconductor company’s stock worth $29,000 after purchasing an additional 365 shares during the last quarter. Ascentis Independent Advisors acquired a new position in onsemi during the first quarter worth $36,000. Ninety One UK Ltd acquired a new position in onsemi during the third quarter worth $36,000. Root Financial Partners LLC raised its holdings in onsemi by 39.4% during the first quarter. Root Financial Partners LLC now owns 701 shares of the semiconductor company’s stock valued at $43,000 after buying an additional 198 shares in the last quarter. Finally, Compass Financial Management LLC bought a new position in onsemi during the second quarter valued at about $67,000. 97.70% of the stock is currently owned by institutional investors and hedge funds.

onsemi News Roundup

Here are the key news stories impacting onsemi this week:

• Positive Sentiment: AI growth outlook raised: onsemi agreed to acquire Ferric, a developer of integrated voltage-regulator technology, for $600 million in cash plus up to $175 million in contingent consideration. The deal is expected to strengthen onsemi’s power-delivery position for next-generation AI processors and lift its 2030 AI data-center revenue target by $500 million to more than $3 billion. onsemi to Acquire Ferric
• Positive Sentiment: Quarterly results topped consensus: Third-quarter revenue rose 11.1% year over year to approximately $1.72 billion, while adjusted earnings were $0.90 per share versus estimates of $0.88. Cash flow also strengthened, with operating cash flow up 23% to $516 million and free cash flow up 31% to $489 million. onsemi Reports Third Quarter 2026 Results
• Positive Sentiment: AI demand is accelerating: Management said AI data-center revenue surged 175% year over year, helped by customer demand and supply constraints that redirected capacity toward the company’s differentiated products. Fourth-quarter revenue guidance of roughly $1.77 billion was reportedly above the analyst consensus. onsemi Q3 Earnings Call Highlights
• Neutral Sentiment: The Ferric acquisition could improve long-term revenue growth, gross margins and earnings per share, but it requires a substantial cash outlay and execution will be needed to integrate the technology and convert AI demand into sustained sales.
• Negative Sentiment: The positive results were not enough to satisfy elevated investor expectations. Reports indicate the stock weakened after the earnings release, suggesting the market may be focused on the pace of broader semiconductor recovery, valuation, and whether AI growth can offset softness in other end markets. Why onsemi Shares Fell Despite Earnings

onsemi Company Profile

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.