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 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
90% more call options, than puts
Call options by funds: $6.6B | Put options by funds: $3.47B
17% more first-time investments, than exits
New positions opened: 128 | Existing positions closed: 109
1.22% more ownership
Funds ownership: 97.01% [Q3] → 98.22% (+1.22%) [Q4]
0% more funds holding
Funds holding: 824 [Q3] → 827 (+3) [Q4]
13% less capital invested
Capital invested by funds: $30.2B [Q3] → $26.4B (-$3.8B) [Q4]
20% less funds holding in top 10
Funds holding in top 10: 5 [Q3] → 4 (-1) [Q4]
23% less repeat investments, than reductions
Existing positions increased: 262 | Existing positions reduced: 340
Research analyst outlook
12 Wall Street Analysts provided 1 year price targets over the past 3 months
12 analyst ratings
Loop Capital Gary Mobley 42% 1-year accuracy 8 / 19 met price target | 24%upside $55 | Buy Maintained | 6 May 2025 |
JP Morgan Harlan Sur 45% 1-year accuracy 15 / 33 met price target | 8%upside $48 | Neutral Maintained | 6 May 2025 |
Wells Fargo Joe Quatrochi 33% 1-year accuracy 4 / 12 met price target | 1%upside $45 | Overweight Maintained | 6 May 2025 |
Baird Tristan Gerra 38% 1-year accuracy 10 / 26 met price target | 24%downside $34 | Neutral Maintained | 6 May 2025 |
Benchmark David Williams 44% 1-year accuracy 31 / 71 met price target | 12%upside $50 | Buy Maintained | 6 May 2025 |
Financial journalist opinion
Based on 29 articles about ON published over the past 30 days









