onsemi (ON) – What Are Researchers Thinking About This Stock?

Shares of onsemi (NASDAQ:ON) have earned a consensus recommendation of “Moderate Buy” from the thirty-one analysts that are covering the stock, Marketbeat reports. Sixteen analysts have rated the stock with a hold rating, fourteen have given a buy rating and one has issued a strong buy rating on the company. The average 1 year price objective among analysts that have issued a report on the stock in the last year is $92.68.

Several equities research analysts recently issued reports on the stock. B. Riley Financial cut their target price on shares of onsemi from $127.00 to $105.00 and set a “buy” rating for the company in a research note on Thursday, October 22nd. TD Cowen lowered their price target on onsemi from $95.00 to $75.00 and set a “hold” rating on the stock in a research report on Monday, October 19th. Rosenblatt Securities restated a “neutral” rating and issued a $85.00 price objective on shares of onsemi in a research note on Thursday, September 17th. Needham & Company LLC reaffirmed a “buy” rating and issued a $116.00 price objective on shares of onsemi in a research report on Friday, October 2nd. Finally, Stonex Financia raised onsemi to a “strong-buy” rating in a research report on Wednesday, October 14th.

Insider Buying and Selling at onsemi

In related news, insider Sudhir Gopalswamy sold 15,578 shares of the stock in a transaction on Thursday, October 1st. The stock was sold at an average price of $80.00, for a total value of $1,246,240.00. Following the sale, the insider owned 158,177 shares in the company, valued at approximately $12,654,160. This represents a 8.97% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 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 added to or reduced their stakes in the stock. Janus Henderson Group PLC lifted its position in shares of onsemi by 10.9% during the 1st quarter. Janus Henderson Group PLC now owns 13,700,884 shares of the semiconductor company’s stock valued at $848,392,000 after acquiring an additional 1,345,894 shares during the period. Van ECK Associates Corp increased its position in shares of onsemi by 16.6% in the second quarter. Van ECK Associates Corp now owns 5,143,343 shares of the semiconductor company’s stock worth $486,252,000 after purchasing an additional 731,540 shares during the period. Pictet Asset Management Holding SA increased its position in shares of onsemi by 15.5% in the first quarter. Pictet Asset Management Holding SA now owns 4,597,886 shares of the semiconductor company’s stock worth $284,495,000 after purchasing an additional 615,905 shares during the period. Assenagon Asset Management S.A. raised its stake in onsemi by 74.8% in the second quarter. Assenagon Asset Management S.A. now owns 2,807,808 shares of the semiconductor company’s stock valued at $265,450,000 after purchasing an additional 1,201,534 shares in the last quarter. Finally, Dimensional Fund Advisors LP raised its stake in onsemi by 6.4% in the first quarter. Dimensional Fund Advisors LP now owns 3,442,177 shares of the semiconductor company’s stock valued at $212,997,000 after purchasing an additional 207,587 shares in the last quarter. 97.70% of the stock is owned by institutional investors.

onsemi News Summary

Here are the key news stories impacting onsemi this week:

• Positive Sentiment: Analysts expect third-quarter results to benefit from growth in AI data-center applications, improving automotive demand and increased energy-related investment. These themes could support revenue growth and strengthen the long-term outlook. Onsemi to Report Q3 Earnings: What’s in Store for the Stock?
• Positive Sentiment: Reports that onsemi is in discussions to acquire AI power-chip startup Ferric for approximately $1 billion suggest the company is seeking to expand its position in high-growth power-management and AI hardware markets. The deal could add strategic capabilities, although no transaction has been confirmed. Onsemi reportedly in talks to buy AI power-chip startup Ferric
• Neutral Sentiment: onsemi’s image sensors are being incorporated into new aerial-inspection and embedded-vision camera products, providing additional evidence of design activity in UAV and industrial applications. However, the announcements do not disclose material revenue or order commitments. Vadzo Imaging Positions Falcon-234MGS
• Negative Sentiment: Investors remain cautious because the anticipated earnings benefit from AI and other end markets may be offset by cost pressures. A roughly $1 billion acquisition, if completed, could also raise execution, integration and capital-allocation risks. Onsemi to Report Q3 Earnings: What’s in Store for the Stock?

onsemi Price Performance

Shares of ON opened at $71.67 on Friday. The company has a market cap of $27.90 billion, a price-to-earnings ratio of 45.94, a PEG ratio of 0.62 and a beta of 2.05. onsemi has a 1-year low of $44.56 and a 1-year high of $134.92. The company’s fifty day simple moving average is $74.75 and its 200 day simple moving average is $81.96. 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 (NASDAQ:ON) last announced its quarterly earnings results on Monday, August 3rd. The semiconductor company reported $0.74 EPS for the quarter, beating analysts’ consensus estimates of $0.72 by $0.02. onsemi had a net margin of 10.17% and a return on equity of 14.06%. The firm had revenue of $1.60 billion during the quarter, compared to analysts’ expectations of $1.59 billion. During the same quarter last year, the company posted $0.53 earnings per share. The company’s revenue for the quarter was up 9.2% compared to the same quarter last year. onsemi has set its Q3 2026 guidance at 0.810-0.930 EPS. On average, research analysts forecast that onsemi will post 3.21 earnings per share for the current fiscal year.

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.