onsemi (NASDAQ:ON) Given Average Recommendation of "Moderate Buy" by Brokerages

Key Points

• Analyst sentiment is moderately positive: Thirty brokerages give onsemi a consensus “Moderate Buy” rating, split evenly between buy and hold recommendations, with an average 12-month price target of $96.44.
• Recent earnings exceeded expectations: Quarterly EPS came in at $0.74 versus the $0.72 consensus, while revenue reached $1.60 billion, up 9.2% year over year. Management guided for third-quarter EPS of $0.81–$0.93.
• Shares remain volatile and below key moving averages: ON opened at $73.65, compared with 50-day and 200-day averages of $83.86 and $87.28, respectively. Institutional investors and hedge funds own 97.70% of the company.

onsemi (NASDAQ:ON - Get Free Report) has been given a consensus recommendation of "Moderate Buy" by the thirty ratings firms that are currently covering the firm, Marketbeat Ratings reports. Fifteen analysts have rated the stock with a hold recommendation and fifteen have assigned a buy recommendation to the company. The average 1-year price target among brokerages that have updated their coverage on the stock in the last year is $96.44.

ON has been the subject of a number of research reports. Zacks Research cut onsemi from a "strong-buy" rating to a "hold" rating in a report on Monday, July 6th. Citigroup decreased their price objective on onsemi from $120.00 to $98.00 and set a "neutral" rating for the company in a report on Wednesday, August 5th. Sanford C. Bernstein reissued an "outperform" rating and issued a $62.00 target price on shares of onsemi in a research report on Wednesday, August 12th. B. Riley Financial cut their target price on onsemi from $135.00 to $127.00 and set a "buy" rating on the stock in a research note on Tuesday, August 4th. Finally, Stifel Nicolaus upped their price target on onsemi from $90.00 to $107.00 and gave the stock a "hold" rating in a research report on Wednesday, June 24th.

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in ON. Root Financial Partners LLC increased its stake in onsemi by 42.1% in 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 last quarter. DV Equities LLC bought a new position in shares of onsemi in the 4th quarter valued at about $30,000. SHP Wealth Management bought a new position in shares of onsemi in the 4th quarter valued at about $32,000. Summit Securities Group LLC increased its position in shares of onsemi by 346.3% in the fourth quarter. Summit Securities Group LLC now owns 598 shares of the semiconductor company's stock valued at $32,000 after acquiring an additional 464 shares during the last quarter. Finally, Darwin Wealth Management LLC acquired a new stake in shares of onsemi in the second quarter valued at about $32,000. Institutional investors and hedge funds own 97.70% of the company's stock.

Trending Headlines about onsemi

Here are the key news stories impacting onsemi this week:

• Positive Sentiment: Recent earnings exceeded expectations. onsemi reported quarterly EPS of $0.74 versus the $0.72 consensus estimate and revenue of $1.60 billion versus $1.59 billion expected. Year-over-year revenue rose 9.2%, while third-quarter EPS guidance of $0.81–$0.93 suggests continued sequential improvement. Q2 earnings roundup: Onsemi and the rest of the analog semiconductors segment
• Positive Sentiment: Technical momentum may be improving. A Forbes analysis said the stock’s pullback has brought a bullish trendline into focus, potentially giving technical traders a support level to monitor after the sharp decline from its 52-week high. ON Semiconductor Stock's Pullback Puts Bullish Trendline In Focus
• Positive Sentiment: Onsemi sensor adoption continues in specialized applications. Vadzo Imaging announced validation of a 120-frame-per-second monochrome GigE camera built around onsemi’s AR0234 image sensor, supporting the company’s positioning in industrial imaging and other high-performance vision markets. The announcement is strategically favorable, although the revenue impact is not disclosed. Vadzo Imaging validates high-frame-rate streaming on an onsemi sensor camera
• Neutral Sentiment: Valuation and chart risks remain. Despite the rebound, onsemi trades below its 50-day and 200-day moving averages, while its elevated beta indicates substantial volatility. Investors will likely look for evidence that automotive and industrial semiconductor demand can sustain the earnings recovery.

onsemi Stock Performance

Shares of ON stock opened at $73.65 on Friday. The company has a debt-to-equity ratio of 0.51, a quick ratio of 2.49 and a current ratio of 3.46. onsemi has a 52 week low of $44.56 and a 52 week high of $134.92. The company's 50 day moving average price is $83.86 and its two-hundred day moving average price is $87.28. The company has a market capitalization of $28.67 billion, a P/E ratio of 47.21, a price-to-earnings-growth ratio of 0.59 and a beta of 2.00.

onsemi (NASDAQ:ON - Get Free Report) last released its quarterly earnings results on Monday, August 3rd. The semiconductor company reported $0.74 earnings per share for the quarter, beating the consensus estimate of $0.72 by $0.02. onsemi had a net margin of 10.17% and a return on equity of 14.06%. The company had revenue of $1.60 billion during the quarter, compared to analysts' expectations of $1.59 billion. During the same quarter in the prior year, the company earned $0.53 earnings per share. The business's quarterly revenue 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, analysts expect that onsemi will post 3.23 earnings per share for the current fiscal year.

onsemi 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. 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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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