ON Semiconductor (NASDAQ:ON) Given New $60.00 Price Target at Rosenblatt Securities

ON Semiconductor (NASDAQ:ON) had its price objective boosted by Rosenblatt Securities from $50.00 to $60.00 in a report published on Tuesday,Benzinga reports. The firm currently has a neutral rating on the semiconductor company’s stock.

A number of other equities analysts also recently weighed in on ON. Weiss Ratings downgraded shares of ON Semiconductor from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Friday, January 30th. Wells Fargo & Company boosted their price objective on shares of ON Semiconductor from $70.00 to $72.00 and gave the stock an “overweight” rating in a research report on Tuesday. Evercore reaffirmed an “outperform” rating on shares of ON Semiconductor in a report on Wednesday, January 7th. Benchmark cut ON Semiconductor from a “buy” rating to a “hold” rating in a research note on Tuesday. Finally, Truist Financial boosted their target price on ON Semiconductor from $57.00 to $66.00 and gave the stock a “hold” rating in a research report on Tuesday. Twelve analysts have rated the stock with a Buy rating, sixteen have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company has an average rating of “Hold” and a consensus price target of $63.76.

ON Semiconductor Trading Up 3.4%

Shares of ON opened at $67.33 on Tuesday. The stock has a fifty day moving average price of $58.70 and a two-hundred day moving average price of $53.07. The company has a debt-to-equity ratio of 0.43, a quick ratio of 3.54 and a current ratio of 5.23. The company has a market cap of $27.09 billion, a price-to-earnings ratio of 198.04, a PEG ratio of 2.81 and a beta of 1.56. ON Semiconductor has a 52-week low of $31.04 and a 52-week high of $68.80.

ON Semiconductor (NASDAQ:ON) last announced its earnings results on Monday, February 9th. The semiconductor company reported $0.64 earnings per share for the quarter, beating analysts’ consensus estimates of $0.62 by $0.02. The company had revenue of $1.53 billion during the quarter, compared to analyst estimates of $1.54 billion. ON Semiconductor had a return on equity of 12.11% and a net margin of 2.02%.The firm’s quarterly revenue was down 11.2% compared to the same quarter last year. During the same period last year, the company posted $0.95 earnings per share. ON Semiconductor has set its Q1 2026 guidance at 0.560-0.660 EPS. Analysts predict that ON Semiconductor will post 2.6 EPS for the current fiscal year.

ON Semiconductor announced that its Board of Directors has approved a share repurchase program on Tuesday, November 18th that authorizes the company to buyback $6.00 billion in shares. This buyback authorization authorizes the semiconductor company to repurchase up to 32.7% of its shares through open market purchases. Shares buyback programs are usually an indication that the company’s leadership believes its shares are undervalued.

Insider Buying and Selling

In other ON Semiconductor news, CFO Trent Thad sold 20,000 shares of the stock in a transaction dated Wednesday, December 3rd. The stock was sold at an average price of $55.05, for a total value of $1,101,000.00. Following the transaction, the chief financial officer owned 379,448 shares of the company’s stock, valued at approximately $20,888,612.40. This represents a 5.01% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Corporate insiders own 0.31% of the company’s stock.

Institutional Trading of ON Semiconductor

Institutional investors and hedge funds have recently modified their holdings of the stock. Cibc World Market Inc. raised its position in shares of ON Semiconductor by 104.1% in the 4th quarter. Cibc World Market Inc. now owns 65,105 shares of the semiconductor company’s stock valued at $3,525,000 after acquiring an additional 33,200 shares during the period. Natixis Advisors LLC increased its stake in ON Semiconductor by 41.8% in the fourth quarter. Natixis Advisors LLC now owns 339,867 shares of the semiconductor company’s stock valued at $18,404,000 after purchasing an additional 100,214 shares in the last quarter. Root Financial Partners LLC raised its holdings in ON Semiconductor by 42.1% in the fourth quarter. Root Financial Partners LLC now owns 503 shares of the semiconductor company’s stock worth $27,000 after purchasing an additional 149 shares during the period. One Capital Management LLC raised its holdings in ON Semiconductor by 36.9% in the fourth quarter. One Capital Management LLC now owns 38,009 shares of the semiconductor company’s stock worth $2,058,000 after purchasing an additional 10,252 shares during the period. Finally, MUFG Securities EMEA plc boosted its position in shares of ON Semiconductor by 110.7% during the fourth quarter. MUFG Securities EMEA plc now owns 16,496 shares of the semiconductor company’s stock worth $893,000 after purchasing an additional 8,668 shares in the last quarter. 97.70% of the stock is owned by institutional investors.

ON Semiconductor News Summary

Here are the key news stories impacting ON Semiconductor this week:

• Positive Sentiment: Company reported record free cash flow for 2025 and authorized a large $6 billion share‑repurchase program, supporting shareholder returns and buyback-driven EPS upside. onsemi Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Non‑GAAP EPS beat consensus (reported $0.64 vs. ~$0.62) and management highlighted margin improvement potential — a near-term earnings beat that helped stem the initial selloff. onsemi’s Q4 Earnings Beat Estimates
• Positive Sentiment: Product and supply partnerships (new vertical GaN products; MoU / collaborations to scale GaN production) position ON for higher‑value power semiconductor demand (EV, data center power). That technology roadmap supports a constructive medium‑term growth thesis. onsemi Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Technical/momentum boost — the stock hit a 52‑week high amid the recovery from the post‑release drop, attracting momentum traders and heavier-than-normal volume. On Semiconductor stock hits 52-week high
• Neutral Sentiment: First‑quarter guidance is roughly in line but conservative: company gave a revenue/eps range that implies only modest sequential recovery — investors must watch execution vs. that guide. onsemi Q4 presentation / Q1 outlook
• Neutral Sentiment: Analyst reactions are mixed: several firms raised price targets or reiterated coverage while others trimmed targets or ratings — this keeps near‑term sentiment split and adds volatility risk. These Analysts Revise Their Forecasts On ON Semiconductor After Q4 Results
• Negative Sentiment: Revenue declined ~11% year‑over‑year and the company missed top‑line consensus, with several end‑market segments down — this weak top‑line trend is the primary downside driver. Chipmaker Onsemi misses quarterly revenue estimates, shares fall (Reuters)
• Negative Sentiment: Margins compressed year‑over‑year amid revenue deleveraging and certain one‑time charges; operating income and net income declined materially vs. prior year, flagging near‑term profitability risk until volumes recover. On Semiconductor Fourth-Quarter Sales Fall (WSJ)

About ON Semiconductor

ON Semiconductor, which operates under the onsemi brand, is a global supplier of semiconductor components and related solutions. The company designs, manufactures and sells a broad portfolio that includes power and analog devices, discrete components, sensors and custom mixed-signal products. Its offerings are used to manage, convert and sense electrical power and signals across a wide range of electronic systems.

ON Semiconductor serves customers in key end markets such as automotive, industrial, cloud power and communications, as well as consumer and computing applications.