ON Semiconductor
About: Onsemi is a supplier of power semiconductors and sensors focused on the automotive and industrial markets. Onsemi is the second-largest power chipmaker in the world and the largest supplier of image sensors to the automotive market. While the firm used to be highly vertically integrated, it now pursues a hybrid manufacturing strategy for flexible capacity. Onsemi is pivoting to focus on emerging applications like electric vehicles, autonomous vehicles, industrial automation, and renewable energy.
Employees: 26,490
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
75% more first-time investments, than exits
New positions opened: 154 | Existing positions closed: 88
67% more funds holding in top 10
Funds holding in top 10: 3 [Q1] → 5 (+2) [Q2]
34% more capital invested
Capital invested by funds: $16.8B [Q1] → $22.6B (+$5.79B) [Q2]
16% more repeat investments, than reductions
Existing positions increased: 289 | Existing positions reduced: 250
7% more funds holding
Funds holding: 731 [Q1] → 782 (+51) [Q2]
5.03% more ownership
Funds ownership: 98.05% [Q1] → 103.08% (+5.03%) [Q2]
33% less call options, than puts
Call options by funds: $3.81B | Put options by funds: $5.69B
Research analyst outlook
17 Wall Street Analysts provided 1 year price targets over the past 3 months
17 analyst ratings
Citigroup Christopher Danely | 6%upside $54 | Neutral Maintained | 5 Aug 2025 |
Truist Securities William Stein | 4%downside $49 | Hold Maintained | 5 Aug 2025 |
Wells Fargo Joe Quatrochi | 22%upside $62 | Overweight Maintained | 5 Aug 2025 |
B of A Securities Vivek Arya | 10%upside $56 | Neutral Downgraded | 5 Aug 2025 |
UBS Pradeep Ramani | 2%downside $50 | Neutral Maintained | 5 Aug 2025 |
Financial journalist opinion
Based on 37 articles about ON published over the past 30 days
