onsemi (NASDAQ:ON) Receives $100.62 Consensus Target Price from Brokerages

onsemi (NASDAQ:ON) has earned a consensus recommendation of “Moderate Buy” from the thirty ratings firms that are covering the stock, MarketBeat.com reports. Fifteen analysts have rated the stock with a hold rating and fifteen have assigned a buy rating to the company. The average 12 month price target among brokerages that have issued ratings on the stock in the last year is $97.04.

A number of research analysts have recently commented on the stock. Citigroup cut their price target on shares of onsemi from $120.00 to $98.00 and set a “neutral” rating on the stock in a report on Wednesday, August 5th. Roth Capital reiterated a “buy” rating on shares of onsemi in a report on Tuesday, May 5th. Rosenblatt Securities restated a “neutral” rating and issued a $85.00 target price on shares of onsemi in a research note on Tuesday, August 4th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of onsemi in a research note on Tuesday, May 5th. Finally, Susquehanna increased their price target on onsemi from $140.00 to $150.00 and gave the stock a “positive” rating in a research report on Thursday, July 9th.

onsemi Stock Performance

NASDAQ ON opened at $83.32 on Monday. The business’s 50 day moving average price is $97.91 and its 200-day moving average price is $86.01. onsemi has a fifty-two week low of $44.56 and a fifty-two week high of $134.92. The company has a market cap of $32.44 billion, a P/E ratio of 53.41, a P/E/G ratio of 0.67 and a beta of 2.03. The company has a debt-to-equity ratio of 0.51, a quick ratio of 2.49 and a current ratio of 3.46.

onsemi (NASDAQ:ON) last issued its quarterly earnings results on Monday, August 3rd. The semiconductor company reported $0.74 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.72 by $0.02. onsemi had a return on equity of 14.06% and a net margin of 10.17%.The company had revenue of $1.60 billion during the quarter, compared to the consensus estimate of $1.59 billion. During the same period last year, the company earned $0.53 earnings per share. onsemi’s revenue was up 9.2% on a year-over-year basis. onsemi has set its Q3 2026 guidance at 0.810-0.930 EPS. Sell-side analysts predict that onsemi will post 3.23 earnings per share for the current year.

Institutional Investors Weigh In On onsemi

Several hedge funds have recently modified their holdings of ON. Root Financial Partners LLC increased its holdings in onsemi by 42.1% during the fourth 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 during the period. DV Equities LLC purchased a new stake in shares of onsemi during the 4th quarter worth $30,000. SHP Wealth Management bought a new stake in onsemi during the fourth quarter valued at about $32,000. Summit Securities Group LLC boosted its position in onsemi by 346.3% during the fourth quarter. Summit Securities Group LLC now owns 598 shares of the semiconductor company’s stock valued at $32,000 after purchasing an additional 464 shares in the last quarter. Finally, Darwin Wealth Management LLC purchased a new position in onsemi in the second quarter valued at about $32,000. Hedge funds and other institutional investors own 97.70% of the company’s stock.

onsemi News Summary

Here are the key news stories impacting onsemi this week:

• Positive Sentiment: Management identified AI data centers as onsemi’s fastest-growing market, citing strong demand for advanced power systems, wins with hyperscalers and design-ins with major global customers. The company also highlighted expanding semiconductor content in automotive and energy infrastructure applications. 5 Insightful Analyst Questions From onsemi’s Q2 Earnings Call
• Positive Sentiment: onsemi’s latest quarter exceeded expectations, with earnings of $0.74 per share versus the $0.72 consensus and revenue of $1.60 billion versus estimates of $1.59 billion. Revenue rose 9.2% year over year, while third-quarter guidance calls for EPS of $0.81 to $0.93, suggesting continued sequential improvement.
• Positive Sentiment: The company’s portfolio reshaping and focus on higher-value power-management products are helping shift investor attention away from prior weakness in core automotive and industrial markets toward faster-growing AI infrastructure opportunities. 5 Insightful Analyst Questions From onsemi’s Q2 Earnings Call
• Neutral Sentiment: Investor commentary remains mixed. A recent article characterized onsemi as a potentially difficult investment despite its improving results, while another report noted that Bank of America reduced its price target even after the earnings and profit improvement. This suggests expectations and valuation remain important constraints on further gains. 3 Reasons to Avoid ON and 1 Stock to Buy Instead onsemi Price Target Slashed Despite Sales and Profit Surge
• Negative Sentiment: At approximately 53 times trailing earnings, onsemi trades at a demanding valuation relative to its recent earnings base. The stock also remains below its 50-day moving average, and investors may continue to question whether AI-related growth can offset cyclical automotive and industrial softness.

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.