onsemi (NASDAQ:ON) Price Target Raised to $100.00

onsemi (NASDAQ:ON) had its price objective upped by analysts at Robert W. Baird from $56.00 to $100.00 in a research report issued on Tuesday,Benzinga reports. The firm currently has a “neutral” rating on the semiconductor company’s stock. Robert W. Baird’s target price would suggest a potential downside of 2.00% from the stock’s previous close.

Several other analysts have also commented on the stock. Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of onsemi in a research report on Tuesday, February 10th. Benchmark cut onsemi from a “buy” rating to a “hold” rating in a report on Tuesday, February 10th. KeyCorp increased their price target on onsemi from $65.00 to $75.00 and gave the stock an “overweight” rating in a research report on Tuesday, February 10th. Wells Fargo & Company raised their price objective on onsemi from $70.00 to $72.00 and gave the company an “overweight” rating in a report on Tuesday, February 10th. Finally, BNP Paribas Exane raised onsemi from a “strong sell” rating to a “hold” rating in a research note on Thursday, January 22nd. Fourteen analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $71.27.

onsemi Stock Down 1.0%

Shares of ON stock opened at $102.04 on Tuesday. onsemi has a twelve month low of $37.19 and a twelve month high of $105.00. The stock has a market cap of $40.14 billion, a P/E ratio of 300.13, a P/E/G ratio of 1.05 and a beta of 1.94. The stock has a 50 day moving average of $69.72 and a 200 day moving average of $60.97. The company has a current ratio of 4.52, a quick ratio of 2.98 and a debt-to-equity ratio of 0.39.

onsemi (NASDAQ:ON) last released its quarterly earnings data on Monday, May 4th. The semiconductor company reported $0.64 EPS for the quarter, topping the consensus estimate of $0.61 by $0.03. The business had revenue of $1.51 billion for the quarter, compared to analyst estimates of $1.49 billion. onsemi had a return on equity of 12.22% and a net margin of 2.02%.The business’s quarterly revenue was up 4.7% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.55 EPS. onsemi has set its Q2 2026 guidance at 0.650-0.770 EPS. As a group, sell-side analysts expect that onsemi will post 2.9 EPS for the current year.

Insider Activity

In related news, insider Sudhir Gopalswamy sold 6,114 shares of the company’s stock in a transaction dated Friday, March 13th. The shares were sold at an average price of $58.67, for a total transaction of $358,708.38. Following the completion of the sale, the insider owned 173,943 shares of the company’s stock, valued at approximately $10,205,235.81. This represents a 3.40% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Hassane El-Khoury sold 20,000 shares of the firm’s stock in a transaction that occurred on Thursday, February 12th. The stock was sold at an average price of $73.02, for a total transaction of $1,460,400.00. Following the completion of the transaction, the chief executive officer directly owned 1,015,610 shares in the company, valued at $74,159,842.20. This trade represents a 1.93% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 146,114 shares of company stock worth $11,282,308 over the last three months. Insiders own 0.35% of the company’s stock.

Institutional Investors Weigh In On onsemi

Several hedge funds and other institutional investors have recently made changes to their positions in the stock. CVA Family Office LLC lifted its position in onsemi by 83.7% during the fourth quarter. CVA Family Office LLC now owns 472 shares of the semiconductor company’s stock worth $26,000 after buying an additional 215 shares in the last quarter. Root Financial Partners LLC grew its holdings 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 in the last quarter. DV Equities LLC acquired a new stake in shares of onsemi in the 4th quarter worth $30,000. Deseret Mutual Benefit Administrators increased its stake in shares of onsemi by 62.3% in the 3rd quarter. Deseret Mutual Benefit Administrators now owns 568 shares of the semiconductor company’s stock worth $28,000 after acquiring an additional 218 shares during the last quarter. Finally, Quent Capital LLC purchased a new position in shares of onsemi during the 3rd quarter worth $28,000. Institutional investors and hedge funds own 97.70% of the company’s stock.

Key onsemi News

Here are the key news stories impacting onsemi this week:

• Positive Sentiment: Q1 results beat Wall Street: onsemi reported Q1 revenue of ~$1.513B and non-GAAP EPS of $0.64, topping analyst estimates and showing year-over-year revenue growth. onsemi Reports First Quarter 2026 Results
• Positive Sentiment: Stronger-than-expected Q2 guidance: management gave EPS guidance (0.650–0.770) and revenue guidance with a midpoint above consensus, citing resilient automotive and data‑center demand. That underpins the recovery thesis. Chipmaker Onsemi forecasts quarterly revenue above estimates on resilient auto demand
• Positive Sentiment: Capital return and buybacks: the company repurchased about $346M of stock in the quarter, supporting shareholder value and reducing float. onsemi Reports First Quarter 2026 Results
• Neutral Sentiment: Demand mix: management and press coverage point to strengthening AI/data‑center and automotive (SiC) demand — positive structurally but still early in the recovery, so cadence matters. ON Semiconductor Narrows 1Q Loss on AI Data-Center Demand
• Neutral Sentiment: Operational caveats: inventory levels rose and margins remain volatile even as revenue improves — monitor inventories and margin trend in coming quarters. onsemi (NASDAQ:ON) Beats Q1 Sales Targets But Inventory Levels Increase
• Negative Sentiment: Shares pulled back despite the beat: after the report some trading showed profit-taking and the stock slipped in premarket/after-hours — a sign investor expectations were very high going into the print. ON Semiconductor Beats Estimates but Shares Slip in Premarket Trading
• Negative Sentiment: Valuation and skepticism: some analysts retain caution (noting technology gaps and execution risk) and the stock’s rich multiples increase sensitivity to any execution miss. Expect volatility until results consistently prove the recovery. ON Semiconductor: Neutral Stance Maintained as Technology Gaps Temper Recovery Despite Higher $100 Price Target

About onsemi

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.