ON Semiconductor (ON) to Release Quarterly Earnings on Monday

ON Semiconductor (NASDAQ:ON) is expected to post its Q4 2025 results after the market closes on Monday, February 9th. Analysts expect the company to announce earnings of $0.62 per share and revenue of $1.5368 billion for the quarter. Individuals may review the information on the company’s upcoming Q4 2025 earning report for the latest details on the call scheduled for Monday, February 9, 2026 at 5:00 PM ET.

ON Semiconductor Stock Up 3.3%

ON opened at $65.20 on Friday. The company has a debt-to-equity ratio of 0.43, a current ratio of 5.23 and a quick ratio of 3.54. ON Semiconductor has a 12 month low of $31.04 and a 12 month high of $66.86. The stock has a market capitalization of $26.24 billion, a P/E ratio of 84.68, a P/E/G ratio of 2.74 and a beta of 1.56. The business has a 50 day simple moving average of $58.09 and a 200-day simple moving average of $53.05.

ON Semiconductor declared that its board has initiated a stock buyback program on Tuesday, November 18th that allows the company to repurchase $6.00 billion in shares. This repurchase authorization allows the semiconductor company to buy up to 32.7% of its stock through open market purchases. Stock repurchase programs are usually a sign that the company’s board believes its stock is undervalued.

Insider Transactions at ON Semiconductor

In other ON Semiconductor news, CFO Trent Thad sold 20,000 shares of the stock in a transaction on Wednesday, December 3rd. The stock was sold at an average price of $55.05, for a total transaction of $1,101,000.00. Following the sale, the chief financial officer owned 379,448 shares in the company, valued at approximately $20,888,612.40. This represents a 5.01% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Insiders own 0.31% of the company’s stock.

Institutional Trading of ON Semiconductor

A number of hedge funds have recently bought and sold shares of the company. Two Sigma Investments LP increased its position in ON Semiconductor by 636.1% during the 3rd quarter. Two Sigma Investments LP now owns 3,749,751 shares of the semiconductor company’s stock worth $184,900,000 after purchasing an additional 3,240,375 shares in the last quarter. Rafferty Asset Management LLC lifted its position in ON Semiconductor by 55.0% during the second quarter. Rafferty Asset Management LLC now owns 5,837,502 shares of the semiconductor company’s stock valued at $305,943,000 after buying an additional 2,072,125 shares in the last quarter. Alliancebernstein L.P. grew its stake in ON Semiconductor by 312.8% during the second quarter. Alliancebernstein L.P. now owns 2,011,077 shares of the semiconductor company’s stock worth $105,401,000 after buying an additional 1,523,866 shares during the period. Voloridge Investment Management LLC increased its position in shares of ON Semiconductor by 53.3% in the third quarter. Voloridge Investment Management LLC now owns 3,331,427 shares of the semiconductor company’s stock worth $164,273,000 after acquiring an additional 1,157,962 shares in the last quarter. Finally, Ameriprise Financial Inc. raised its stake in shares of ON Semiconductor by 7.7% in the 2nd quarter. Ameriprise Financial Inc. now owns 12,205,996 shares of the semiconductor company’s stock valued at $639,716,000 after acquiring an additional 877,533 shares during the period. Institutional investors and hedge funds own 97.70% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have commented on ON shares. Wells Fargo & Company boosted their target price on shares of ON Semiconductor from $62.00 to $70.00 and gave the stock an “overweight” rating in a research report on Thursday, January 15th. Bank of America boosted their price objective on shares of ON Semiconductor from $60.00 to $65.00 and gave the stock a “neutral” rating in a report on Wednesday, January 21st. Weiss Ratings lowered shares of ON Semiconductor from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Friday, January 30th. Benchmark reiterated a “buy” rating on shares of ON Semiconductor in a research report on Tuesday, November 4th. Finally, Citigroup upped their price target on ON Semiconductor from $54.00 to $66.00 and gave the stock a “neutral” rating in a report on Thursday, January 15th. Thirteen analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $61.30.

ON Semiconductor News Roundup

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

• Neutral Sentiment: Earnings preview — analysts expect ON to report Q4 revenue roughly in the $1.48–$1.58B range, with commentary highlighting AI/datacenter tailwinds but also margin pressure from higher costs and investments. Investors will be focused on whether AI-related demand offsets margin headwinds and on management guidance. ON Set to Report Q4 Earnings: What’s in Store for the Stock?
• Neutral Sentiment: Market bets ahead of the print — a Polymarket/Tipranks item flags that traders are pricing probabilities for ON beating its numbers on Monday, which can amplify intraday volatility and volume around the release. Expect larger-than-normal moves if results or guidance surprise. Polymarket Odds: Will APO, ON, GTM Beat Earnings on Monday?
• Negative Sentiment: Mixed recent fundamentals — ON beat Q3 EPS but revenue was down year‑over‑year and margins compressed; valuation is elevated (high P/E and recent run-up), which raises the bar for the company to deliver upside in the quarter or bullish guidance. This makes the stock sensitive to any weaker-than-expected top‑line, margin, or guidance commentary.

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.