onsemi (NASDAQ:ON) Receives Consensus Recommendation of "Hold" from Analysts

Key Points

• Analysts' consensus: Hold — 30 brokerages cover onsemi (1 sell, 15 hold, 14 buy) with an average 12‑month target of $67.15, well below the stock's recent ~$103 trading level.
• Recent results showed a slight EPS beat ($0.64 vs. $0.62) but revenue fell 11.2% year‑over‑year; management guided Q1 2026 EPS of $0.560–0.660 and analysts expect ~2.9 EPS for the fiscal year.
• Insider sales have been notable—146,114 shares (~$11.3M) sold in the last three months including a CFO sale—while the company is also winning new EV and solar design contracts (e.g., expanded Geely collaboration), signaling both near‑term insider profit-taking and ongoing commercial traction.

Shares of onsemi (NASDAQ:ON - Get Free Report) have been given a consensus rating of "Hold" by the thirty brokerages that are covering the firm, Marketbeat reports. One investment analyst has rated the stock with a sell rating, fifteen have assigned a hold rating and fourteen have given a buy rating to the company. The average 12 month target price among analysts that have issued a report on the stock in the last year is $67.1538.

Several brokerages have weighed in on ON. Benchmark cut shares of onsemi from a "buy" rating to a "hold" rating in a research note on Tuesday, February 10th. Wall Street Zen raised shares of onsemi from a "hold" rating to a "buy" rating in a research note on Monday, April 13th. Weiss Ratings reaffirmed a "sell (d+)" rating on shares of onsemi in a research note on Wednesday. Citigroup upped their price objective on shares of onsemi from $66.00 to $68.00 and gave the stock a "neutral" rating in a research note on Tuesday, February 10th. Finally, Needham & Company LLC increased their price target on shares of onsemi from $68.00 to $72.00 and gave the company a "buy" rating in a research note on Tuesday, February 10th.

onsemi Price Performance

Shares of onsemi stock opened at $103.05 on Friday. The company has a current ratio of 4.52, a quick ratio of 2.98 and a debt-to-equity ratio of 0.39. The stock has a market capitalization of $40.53 billion, a price-to-earnings ratio of 303.10, a P/E/G ratio of 1.02 and a beta of 1.94. onsemi has a 1-year low of $37.19 and a 1-year high of $103.32. The firm's 50-day moving average price is $69.72 and its two-hundred day moving average price is $60.82.

onsemi (NASDAQ:ON - Get Free Report) last issued its quarterly earnings data on Monday, February 9th. The semiconductor company reported $0.64 earnings per share for the quarter, topping the consensus estimate of $0.62 by $0.02. The firm had revenue of $1.53 billion for the quarter, compared to analysts' expectations of $1.54 billion. onsemi had a net margin of 2.02% and a return on equity of 12.22%. The company's quarterly revenue was down 11.2% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.95 earnings per share. onsemi has set its Q1 2026 guidance at 0.560-0.660 EPS. On average, equities analysts predict that onsemi will post 2.9 earnings per share for the current fiscal year.

Insider Activity

In related news, insider Sudhir Gopalswamy sold 6,114 shares of the stock in a transaction that occurred on Friday, March 13th. The shares were sold at an average price of $58.67, for a total value of $358,708.38. Following the transaction, the insider directly owned 173,943 shares in the company, valued at $10,205,235.81. This represents a 3.40% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, CFO Trent Thad sold 30,000 shares of the stock in a transaction that occurred on Thursday, April 23rd. The shares were sold at an average price of $93.00, for a total transaction of $2,790,000.00. Following the completion of the transaction, the chief financial officer owned 301,194 shares in the company, valued at $28,011,042. This represents a 9.06% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 146,114 shares of company stock valued at $11,282,308 over the last three months. 0.35% of the stock is owned by insiders.

Institutional Investors Weigh In On onsemi

Several hedge funds have recently bought and sold shares of ON. Sequoia Financial Advisors LLC raised its holdings in shares of onsemi by 11.5% during the first quarter. Sequoia Financial Advisors LLC now owns 19,826 shares of the semiconductor company's stock worth $1,228,000 after acquiring an additional 2,041 shares during the period. Kornitzer Capital Management Inc. KS raised its holdings in shares of onsemi by 103.0% during the first quarter. Kornitzer Capital Management Inc. KS now owns 89,080 shares of the semiconductor company's stock worth $5,516,000 after acquiring an additional 45,200 shares during the period. Main Street Research LLC acquired a new stake in shares of onsemi during the first quarter worth $641,000. Ibex Wealth Advisors acquired a new stake in shares of onsemi during the first quarter worth $310,000. Finally, Kestra Advisory Services LLC raised its holdings in shares of onsemi by 3.1% during the first quarter. Kestra Advisory Services LLC now owns 15,391 shares of the semiconductor company's stock worth $953,000 after acquiring an additional 460 shares during the period. 97.70% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting onsemi

Here are the key news stories impacting onsemi this week:

• Positive Sentiment: Expanded EV collaboration with Geely — onsemi and Geely have broadened their electric-vehicle technology partnership, reinforcing onsemi’s exposure to a major automaker and strengthening revenue visibility in the EV powertrain market. Onsemi-Geely EV tech collaboration
• Positive Sentiment: Design win in solar + energy storage — onsemi is powering Sineng Electric’s advanced solar and energy-storage solutions, highlighting traction in renewable energy and grid-edge applications that diversify end markets beyond automotive. Onsemi powers Sineng Electric
• Neutral Sentiment: Positive press on performance and long-term returns — multiple market write-ups (including a 10‑year performance piece and "laps the market" coverage) are drawing investor attention to onsemi’s run; useful for sentiment but not new fundamental guidance. 10-year return piece
• Negative Sentiment: Insider sale by CFO — a public filing shows onsemi’s CFO sold approximately $2.79M of stock on April 30; while routine sales occur, some investors view insider selling as a potential signal to take profits or add volatility. CFO Insider Sale

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.

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