Rosenblatt Securities Forecasts Strong Price Appreciation for onsemi (NASDAQ:ON) Stock

onsemi (NASDAQ:ON) had its price target upped by equities researchers at Rosenblatt Securities from $60.00 to $85.00 in a note issued to investors on Tuesday,Benzinga reports. The firm presently has a “neutral” rating on the semiconductor company’s stock. Rosenblatt Securities’ price target would indicate a potential downside of 16.70% from the stock’s previous close.

A number of other equities analysts have also recently commented on ON. Stifel Nicolaus boosted their price target on shares of onsemi from $50.00 to $60.00 and gave the stock a “hold” rating in a research note on Friday, January 16th. JPMorgan Chase & Co. lifted their price objective on shares of onsemi from $56.00 to $70.00 and gave the stock a “neutral” rating in a report on Tuesday, February 10th. Robert W. Baird increased their target price on onsemi from $56.00 to $100.00 and gave the company a “neutral” rating in a research note on Tuesday. Truist Financial raised their price target on onsemi from $57.00 to $66.00 and gave the company a “hold” rating in a research report on Tuesday, February 10th. Finally, UBS Group reaffirmed a “neutral” rating on shares of onsemi in a research note on Monday, February 2nd. Fourteen analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus target price of $71.27.

onsemi Price Performance

NASDAQ:ON opened at $102.04 on Tuesday. onsemi has a 52-week low of $37.19 and a 52-week high of $105.00. The stock has a fifty day moving average of $69.72 and a 200 day moving average of $60.97. The company has a debt-to-equity ratio of 0.39, a quick ratio of 2.98 and a current ratio of 4.52. The firm has a market capitalization of $40.14 billion, a price-to-earnings ratio of 300.13, a P/E/G ratio of 1.05 and a beta of 1.94.

onsemi (NASDAQ:ON) last released its quarterly earnings results on Monday, May 4th. The semiconductor company reported $0.64 earnings per share for the quarter, beating the consensus estimate of $0.61 by $0.03. The firm had revenue of $1.51 billion for the quarter, compared to analysts’ expectations of $1.49 billion. onsemi had a return on equity of 12.22% and a net margin of 2.02%.The company’s revenue was up 4.7% compared to the same quarter last year. During the same quarter last year, the firm posted $0.55 EPS. onsemi has set its Q2 2026 guidance at 0.650-0.770 EPS. On average, research analysts expect that onsemi will post 2.9 EPS for the current fiscal year.

Insider Activity

In other news, CFO Trent Thad sold 30,000 shares of the company’s stock in a transaction dated Thursday, April 23rd. The shares were sold at an average price of $93.00, for a total value of $2,790,000.00. Following the sale, the chief financial officer directly owned 301,194 shares of the company’s stock, valued at $28,011,042. This represents a 9.06% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Sudhir Gopalswamy sold 6,114 shares of the firm’s stock in a transaction that occurred on Friday, March 13th. The shares were sold at an average price of $58.67, for a total transaction of $358,708.38. Following the transaction, the insider directly owned 173,943 shares of the company’s stock, valued at $10,205,235.81. This represents a 3.40% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 146,114 shares of company stock worth $11,282,308. Corporate insiders own 0.35% of the company’s stock.

Institutional Investors Weigh In On onsemi

Several institutional investors have recently modified their holdings of ON. Fisher Funds Management LTD increased its position in onsemi by 42.0% during the third quarter. Fisher Funds Management LTD now owns 87,729 shares of the semiconductor company’s stock valued at $4,326,000 after acquiring an additional 25,949 shares during the last quarter. Pictet Asset Management Holding SA boosted its position in onsemi by 38.8% in the fourth quarter. Pictet Asset Management Holding SA now owns 3,981,981 shares of the semiconductor company’s stock worth $215,624,000 after purchasing an additional 1,112,774 shares during the last quarter. Quantbot Technologies LP grew its stake in shares of onsemi by 67.3% during the 3rd quarter. Quantbot Technologies LP now owns 94,146 shares of the semiconductor company’s stock valued at $4,642,000 after purchasing an additional 37,881 shares during the period. Rakuten Investment Management Inc. bought a new stake in shares of onsemi during the 3rd quarter valued at about $5,327,000. Finally, Y Intercept Hong Kong Ltd purchased a new stake in shares of onsemi during the 3rd quarter valued at about $1,134,000. 97.70% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting onsemi

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

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.