B. Riley Lowers Earnings Estimates for ON Semiconductor

Key Points

• B. Riley has lowered its Q4 2025 earnings per share estimate for ON Semiconductor from $0.60 to $0.59, maintaining a "Neutral" rating on the stock.
• The company's latest quarter showed earnings of $0.53 per share, falling short of expectations, with revenue of $1.47 billion, reflecting a 15.4% decline year-over-year.
• Current consensus estimates predict full-year earnings of $2.60 per share, with a target stock price averaging $56.84 from various analysts.

ON Semiconductor Corporation (NASDAQ:ON - Free Report) - Research analysts at B. Riley cut their Q4 2025 EPS estimates for ON Semiconductor in a note issued to investors on Monday, August 4th. B. Riley analyst C. Ellis now forecasts that the semiconductor company will post earnings of $0.59 per share for the quarter, down from their prior forecast of $0.60. B. Riley currently has a "Neutral" rating on the stock. The consensus estimate for ON Semiconductor's current full-year earnings is $2.60 per share. B. Riley also issued estimates for ON Semiconductor's Q3 2026 earnings at $0.70 EPS.

A number of other equities research analysts have also commented on ON. KGI Securities started coverage on ON Semiconductor in a research report on Friday, May 23rd. They set a "neutral" rating for the company. Roth Capital restated a "buy" rating and issued a $70.00 target price (up previously from $50.00) on shares of ON Semiconductor in a research note on Tuesday, June 17th. Citigroup reduced their price target on ON Semiconductor from $60.00 to $54.00 and set a "neutral" rating for the company in a report on Tuesday. Stifel Nicolaus boosted their target price on shares of ON Semiconductor from $42.00 to $50.00 and gave the stock a "hold" rating in a research report on Friday, July 18th. Finally, Needham & Company LLC lifted their price objective on shares of ON Semiconductor from $50.00 to $58.00 and gave the company a "buy" rating in a research note on Monday. Fifteen research analysts have rated the stock with a hold rating and twelve have given a buy rating to the company's stock. Based on data from MarketBeat.com, the company presently has a consensus rating of "Hold" and a consensus target price of $56.84.

ON Semiconductor Price Performance

Shares of NASDAQ ON opened at $48.39 on Thursday. The firm has a 50-day moving average of $54.13 and a two-hundred day moving average of $47.70. The company has a market capitalization of $19.79 billion, a price-to-earnings ratio of 45.09, a PEG ratio of 3.89 and a beta of 1.45. The company has a current ratio of 5.02, a quick ratio of 3.32 and a debt-to-equity ratio of 0.42. ON Semiconductor has a twelve month low of $31.04 and a twelve month high of $78.61.

ON Semiconductor (NASDAQ:ON - Get Free Report) last released its quarterly earnings results on Monday, August 4th. The semiconductor company reported $0.53 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.54 by ($0.01). ON Semiconductor had a return on equity of 15.33% and a net margin of 7.28%. The business had revenue of $1.47 billion during the quarter, compared to the consensus estimate of $1.45 billion. During the same period in the previous year, the company posted $0.96 EPS. The company's revenue for the quarter was down 15.4% compared to the same quarter last year.

Institutional Inflows and Outflows

Several hedge funds have recently modified their holdings of ON. Elequin Capital LP grew its holdings in ON Semiconductor by 108.3% during the 4th quarter. Elequin Capital LP now owns 527 shares of the semiconductor company's stock worth $33,000 after acquiring an additional 274 shares during the period. Trust Co. of Toledo NA OH bought a new stake in ON Semiconductor in the second quarter valued at about $29,000. Costello Asset Management INC acquired a new position in ON Semiconductor in the first quarter valued at about $26,000. Golden State Wealth Management LLC boosted its holdings in ON Semiconductor by 83.3% during the first quarter. Golden State Wealth Management LLC now owns 704 shares of the semiconductor company's stock worth $29,000 after buying an additional 320 shares during the last quarter. Finally, Quarry LP grew its position in shares of ON Semiconductor by 7,766.7% during the 4th quarter. Quarry LP now owns 944 shares of the semiconductor company's stock worth $60,000 after buying an additional 932 shares during the period. Institutional investors own 97.70% of the company's stock.

ON Semiconductor 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.

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