ON Semiconductor Corporation (NASDAQ:ON) Given Consensus Recommendation of “Hold” by Analysts

ON Semiconductor Corporation (NASDAQ:ON) has earned an average recommendation of “Hold” from the thirty ratings firms that are presently covering the company, Marketbeat.com reports. One research analyst has rated the stock with a sell rating, seventeen have given a hold rating and twelve have assigned a buy rating to the company. The average twelve-month price objective among brokerages that have issued ratings on the stock in the last year is $64.1923.

A number of equities analysts have recently commented on the company. Truist Financial raised their price target on ON Semiconductor from $57.00 to $66.00 and gave the stock a “hold” rating in a report on Tuesday, February 10th. Wells Fargo & Company raised their price target on ON Semiconductor from $70.00 to $72.00 and gave the stock an “overweight” rating in a report on Tuesday, February 10th. Wall Street Zen lowered ON Semiconductor from a “buy” rating to a “hold” rating in a report on Sunday. Cantor Fitzgerald reaffirmed a “neutral” rating and issued a $60.00 price target on shares of ON Semiconductor in a report on Tuesday, February 10th. Finally, Needham & Company LLC increased their price objective on ON Semiconductor from $68.00 to $72.00 and gave the stock a “buy” rating in a research report on Tuesday, February 10th.

Key Stories Impacting ON Semiconductor

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

• Positive Sentiment: Recent market write-ups noted ON outpaced the broader market today, citing the company’s latest quarterly beat and updated guidance as the main near-term catalysts. Why ON Semiconductor Outpaced the Market (Zacks)
• Positive Sentiment: Quarterly results: ON reported EPS above consensus ($0.64 vs. $0.62 est.), and provided Q1 FY2026 EPS guidance (0.560–0.660), which gives investors a clearer near-term outlook despite revenue headwinds. (Company/earnings release summarized in market coverage.)
• Neutral Sentiment: Balance-sheet/volume context: Liquidity metrics look healthy (quick ratio ~2.98, current ratio ~4.52, debt/equity ~0.39). Trading volume today is below the stock’s average, suggesting the move may not be broad-based participation.
• Negative Sentiment: Top-line weakness and margins: Revenue was down ~11% year-over-year and came in roughly in line with estimates, while net margin remains thin (~2.0%). Those trends pose execution and cyclical risks for semiconductor cyclicality.
• Negative Sentiment: Analyst skepticism: Wall Street Zen recently downgraded ON to a Hold, signaling some analyst caution on valuation and/or growth visibility; ON’s trailing P/E is elevated, which increases sensitivity to execution misses. Wall Street Zen Downgrades ON Semiconductor to Hold

ON Semiconductor Stock Performance

Shares of ON opened at $63.49 on Tuesday. The company has a debt-to-equity ratio of 0.39, a quick ratio of 2.98 and a current ratio of 4.52. The stock has a 50 day moving average price of $63.59 and a two-hundred day moving average price of $56.73. The firm has a market capitalization of $25.02 billion, a P/E ratio of 186.74, a P/E/G ratio of 0.66 and a beta of 1.53. ON Semiconductor has a 52 week low of $31.04 and a 52 week high of $73.76.

ON Semiconductor (NASDAQ:ON) last issued its quarterly earnings results on Monday, February 9th. The semiconductor company reported $0.64 EPS for the quarter, beating analysts’ consensus estimates of $0.62 by $0.02. ON Semiconductor had a return on equity of 12.22% and a net margin of 2.02%.The company had revenue of $1.53 billion during the quarter, compared to the consensus estimate of $1.54 billion. During the same period last year, the business posted $0.95 earnings per share. ON Semiconductor’s revenue was down 11.2% on a year-over-year basis. ON Semiconductor has set its Q1 2026 guidance at 0.560-0.660 EPS. Equities analysts forecast that ON Semiconductor will post 2.6 earnings per share for the current fiscal year.

Insider Buying and Selling at ON Semiconductor

In other ON Semiconductor news, insider Sudhir Gopalswamy sold 6,114 shares of the firm’s stock in a transaction dated Friday, March 13th. The stock was sold at an average price of $58.67, for a total transaction of $358,708.38. Following the sale, the insider owned 173,943 shares in the company, valued at $10,205,235.81. This trade represents a 3.40% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Hassane El-Khoury sold 20,000 shares of ON Semiconductor stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $73.02, for a total value of $1,460,400.00. Following the completion of the transaction, the chief executive officer owned 1,015,610 shares in the company, valued at approximately $74,159,842.20. This represents a 1.93% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 86,114 shares of company stock worth $6,092,308 over the last 90 days. Corporate insiders own 0.31% of the company’s stock.

Institutional Trading of ON Semiconductor

Several large investors have recently modified their holdings of the business. Root Financial Partners LLC grew its stake in shares of 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 last quarter. Deseret Mutual Benefit Administrators grew its stake in shares of ON Semiconductor by 28.2% in the fourth 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. Parallel Advisors LLC grew its stake in shares of ON Semiconductor by 3.3% in the fourth quarter. Parallel Advisors LLC now owns 5,847 shares of the semiconductor company’s stock worth $317,000 after purchasing an additional 189 shares during the last quarter. Cromwell Holdings LLC grew its stake in shares of ON Semiconductor by 17.4% in the fourth quarter. Cromwell Holdings LLC now owns 1,312 shares of the semiconductor company’s stock worth $71,000 after purchasing an additional 194 shares during the last quarter. Finally, Westside Investment Management Inc. grew its stake in shares of ON Semiconductor by 9.3% in the fourth quarter. Westside Investment Management Inc. now owns 2,360 shares of the semiconductor company’s stock worth $128,000 after purchasing an additional 200 shares during the last quarter. 97.70% of the stock is owned by institutional investors.

ON Semiconductor Company Profile

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.