onsemi (NASDAQ:ON) Receives Consensus Recommendation of “Moderate Buy” from Analysts

onsemi (NASDAQ:ON – Get Free Report) has received an average rating of “Moderate Buy” from the thirty analysts that are covering the company, Marketbeat.com reports. Fifteen research analysts have rated the stock with a hold recommendation and fifteen have given a buy recommendation to the company. The average twelve-month price objective among brokers that have issued ratings on the stock in the last year is $95.56.

ON has been the topic of several recent research reports. Sanford C. Bernstein restated an “outperform” rating and set a $62.00 target price on shares of onsemi in a report on Wednesday, August 12th. Cantor Fitzgerald reduced their price objective on onsemi from $110.00 to $90.00 and set a “neutral” rating on the stock in a research report on Thursday, September 17th. Weiss Ratings raised onsemi from a “sell (d+)” rating to a “hold (c)” rating in a research note on Friday, August 7th. B. Riley Financial dropped their target price on onsemi from $135.00 to $127.00 and set a “buy” rating for the company in a report on Tuesday, August 4th. Finally, TD Cowen cut their target price on onsemi from $110.00 to $95.00 and set a “buy” rating for the company in a research note on Monday, July 13th.

Get Our Latest Stock Report on ON

Insider Buying and Selling at onsemi

In related news, insider Sudhir Gopalswamy sold 15,578 shares of the company’s stock in a transaction dated Thursday, October 1st. The shares were sold at an average price of $80.00, for a total value of $1,246,240.00. Following the completion of the sale, the insider owned 158,177 shares of the company’s stock, valued at approximately $12,654,160. This represents a 8.97% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. 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 institutional investors have recently bought and sold shares of ON. Root Financial Partners LLC raised its position in shares of onsemi by 42.1% during the 4th quarter. Root Financial Partners LLC now owns 503 shares of the semiconductor company’s stock valued at $27,000 after buying an additional 149 shares during the period. Ascentis Independent Advisors purchased a new position in onsemi in the first quarter worth approximately $36,000. SHP Wealth Management purchased a new position in onsemi in the fourth quarter worth approximately $32,000. Deseret Mutual Benefit Administrators increased its stake in onsemi by 28.2% during the fourth quarter. Deseret Mutual Benefit Administrators now owns 728 shares of the semiconductor company’s stock worth $39,000 after acquiring an additional 160 shares during the last quarter. Finally, Compass Financial Management LLC acquired a new stake in onsemi during the second quarter worth $67,000. 97.70% of the stock is owned by hedge funds and other institutional investors.

onsemi Stock Performance

NASDAQ:ON opened at $85.93 on Tuesday. The company has a market cap of $33.45 billion, a P/E ratio of 55.08, a P/E/G ratio of 0.70 and a beta of 2.05. onsemi has a twelve month low of $44.56 and a twelve month high of $134.92. The company’s 50-day moving average price is $76.33 and its 200-day moving average price is $88.79. 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 – Get Free Report) last announced its quarterly earnings data on Monday, August 3rd. The semiconductor company reported $0.74 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.72 by $0.02. The company had revenue of $1.60 billion during the quarter, compared to analysts’ expectations of $1.59 billion. onsemi had a net margin of 10.17% and a return on equity of 14.06%. onsemi’s revenue was up 9.2% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.53 EPS. onsemi has set its Q3 2026 guidance at 0.810-0.930 EPS. On average, sell-side analysts forecast that onsemi will post 3.2 earnings per share for the current fiscal year.

Key onsemi News

Here are the key news stories impacting onsemi this week:

  • Positive Sentiment: onsemi revised its planned Synaptics acquisition after a competing bid emerged. The new structure is reportedly an all-cash offer of $123 per share and reduces the transaction cost by approximately $1.3 billion, or 19%, potentially improving funding certainty and deal economics. TheStreet Synaptics acquisition article
  • Positive Sentiment: Recent coverage points to onsemi’s inventory correction being largely complete, supporting expectations that the company’s earnings and demand recovery may be entering a more favorable phase. Its prior quarterly results also exceeded consensus estimates for both earnings and revenue. Benzinga onsemi recovery article
  • Neutral Sentiment: Analysts are focused on whether demand will recover beyond the inventory correction. Zacks noted onsemi’s strong earnings-surprise history and potential for another quarterly beat, although current estimate revisions do not clearly signal sustained upside. Zacks earnings estimate article
  • Negative Sentiment: Stifel raised its price target to $80 from $75 but maintained a Hold rating, citing an uncertain demand recovery. The revised target remains below the latest quoted share price, signaling that the analyst views much of the recovery optimism as already reflected in the stock. Stifel onsemi price target article

About onsemi

(Get Free Report)

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.

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Analyst Recommendations for onsemi (NASDAQ:ON)

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