onsemi (NASDAQ:ON) Stock Price Target Raised at Stifel Nicolaus

onsemi (NASDAQ:ON) had its price objective lifted by Stifel Nicolaus from $75.00 to $80.00 in a research report sent to investors on Monday morning, MarketBeat reports. Stifel Nicolaus currently has a hold rating on the semiconductor company’s stock.

Several other equities research analysts have also commented on ON. Citigroup reduced their price objective on onsemi from $120.00 to $98.00 and set a “neutral” rating for the company in a research note on Wednesday, August 5th. Evercore reissued an “outperform” rating and set a $137.00 price target on shares of onsemi in a report on Friday, June 26th. Needham & Company LLC restated a “buy” rating and issued a $116.00 price target on shares of onsemi in a research report on Friday. Truist Financial decreased their price objective on onsemi from $91.00 to $75.00 and set a “hold” rating on the stock in a research note on Friday, September 18th. Finally, Zacks Research cut onsemi from a “strong-buy” rating to a “hold” rating in a research report on Monday, July 6th. Fifteen research analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $95.56.

onsemi Price Performance

Shares of NASDAQ:ON opened at $85.93 on Monday. The firm’s 50 day moving average price is $76.33 and its 200-day moving average price is $88.79. onsemi has a twelve month low of $44.56 and a twelve month high of $134.92. The company has a quick ratio of 2.49, a current ratio of 3.46 and a debt-to-equity ratio of 0.51. The stock has a market capitalization of $33.45 billion, a PE ratio of 55.08, a price-to-earnings-growth ratio of 0.70 and a beta of 2.05.

onsemi (NASDAQ:ON) last announced its earnings results on Monday, August 3rd. The semiconductor company reported $0.74 earnings per share (EPS) 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 analyst estimates of $1.59 billion. During the same period in the previous year, the business posted $0.53 earnings per share. The firm’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. Equities research analysts expect that onsemi will post 3.2 EPS for the current year.

Insider Activity at onsemi

In related news, insider Sudhir Gopalswamy sold 15,578 shares of the stock in a transaction that occurred on Thursday, October 1st. The stock was sold at an average price of $80.00, for a total transaction of $1,246,240.00. Following the completion of the transaction, the insider directly owned 158,177 shares of the company’s stock, valued at approximately $12,654,160. This represents a 8.97% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.35% of the company’s stock.

Institutional Trading of onsemi

A number of large investors have recently added to or reduced their stakes in ON. Kestra Private Wealth Services LLC lifted its position in onsemi by 2.8% in the first quarter. Kestra Private Wealth Services LLC now owns 4,554 shares of the semiconductor company’s stock worth $282,000 after purchasing an additional 125 shares during the period. Apollon Wealth Management LLC increased its position in shares of onsemi by 1.8% during the 1st quarter. Apollon Wealth Management LLC now owns 7,130 shares of the semiconductor company’s stock valued at $441,000 after purchasing an additional 127 shares during the period. Evexia Wealth LLC raised its stake in shares of onsemi by 1.1% in the 1st quarter. Evexia Wealth LLC now owns 13,328 shares of the semiconductor company’s stock worth $825,000 after buying an additional 142 shares in the last quarter. V Square Quantitative Management LLC raised its stake in shares of onsemi by 2.7% in the 1st quarter. V Square Quantitative Management LLC now owns 5,946 shares of the semiconductor company’s stock worth $368,000 after buying an additional 157 shares in the last quarter. Finally, Compound Planning Inc. lifted its holdings in shares of onsemi by 3.9% in the first quarter. Compound Planning Inc. now owns 4,733 shares of the semiconductor company’s stock valued at $293,000 after buying an additional 179 shares during the period. Institutional investors own 97.70% of the company’s stock.

onsemi News Roundup

Here are the key news stories impacting onsemi this week:

• Positive Sentiment: onsemi revised its planned Synaptics acquisition after a competing bid emerged. The new structure is reportedly an all-cash offer of $123 per share and reduces the transaction cost by approximately $1.3 billion, or 19%, potentially improving funding certainty and deal economics. TheStreet Synaptics acquisition article
• Positive Sentiment: Recent coverage points to onsemi’s inventory correction being largely complete, supporting expectations that the company’s earnings and demand recovery may be entering a more favorable phase. Its prior quarterly results also exceeded consensus estimates for both earnings and revenue. Benzinga onsemi recovery article
• Neutral Sentiment: Analysts are focused on whether demand will recover beyond the inventory correction. Zacks noted onsemi’s strong earnings-surprise history and potential for another quarterly beat, although current estimate revisions do not clearly signal sustained upside. Zacks earnings estimate article
• Negative Sentiment: Stifel raised its price target to $80 from $75 but maintained a Hold rating, citing an uncertain demand recovery. The revised target remains below the latest quoted share price, signaling that the analyst views much of the recovery optimism as already reflected in the stock. Stifel onsemi price target article

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.