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
0
Funds holding %
of 7,425 funds
0
Analysts bullish %
of 12 analysts
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
Low target
$34
24%
downside
Avg. target
$47
5%
upside
High target
$62
39%
upside
12 analyst ratings
6 positive
50%
6 neutral
50%
0 negative
0%
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
Positive
Seeking Alpha
2 days ago
ON Semiconductor: Fair Value, Unclear Trajectory
I previously rated ON Semiconductor a Hold due to management's lack of confidence in market recovery for 2025, despite the stock appearing cheap. Geopolitical shifts and import restrictions have further impacted the semiconductor and automotive sectors, complicating ON's outlook. ON is addressing issues like fab underutilization and elevated inventory with measures such as cutting fab capacity and reducing workforce, aiming to improve margins.
Neutral
Zacks Investment Research
2 days ago
Investing in ON Semiconductor Corp. (ON)? Don't Miss Assessing Its International Revenue Trends
Explore ON Semiconductor Corp.'s (ON) international revenue trends and how these numbers impact Wall Street's forecasts and what's ahead for the stock.
Positive
Zacks Investment Research
6 days ago
ON Semiconductor Corporation (ON) Is a Trending Stock: Facts to Know Before Betting on It
Recently, Zacks.com users have been paying close attention to ON Semiconductor Corp. (ON). This makes it worthwhile to examine what the stock has in store.
Positive
Zacks Investment Research
1 week ago
These 2 Computer and Technology Stocks Could Beat Earnings: Why They Should Be on Your Radar
Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.
Negative
Zacks Investment Research
1 week ago
ON's Q1 Suffers From Weak Power Group Sales: Time to Fold the Stock?
ON Semiconductor's first-quarter 2025 results suffer from sluggish macroeconomic conditions that impact the Power Solutions Group.
Neutral
Benzinga
1 week ago
ON Semiconductor Powers Through Expectations, But Analysts Dial Down Targets On Margin Squeeze
Wall Street analysts rerated ON Semiconductor Corp ON after the company reported upbeat quarterly results on Monday.
Negative
Benzinga
1 week ago
These Analysts Cut Their Forecasts On ON Semiconductor After Q1 Results
ON Semiconductor Corp ON reported better-than-expected fiscal first-quarter 2025 results on Monday.
Negative
Seeking Alpha
1 week ago
ON Semiconductor Q1 Earnings Results: The Pain Will Persist
ON Semiconductor Corporation reported Q1 earnings with a GAAP loss, declining revenues, and reduced margins, highlighting ongoing operational challenges and macroeconomic uncertainties. The company ended Q1 with $3B in cash and $3.35B in long-term debt, maintaining financial stability despite the downturn. Aggressive share repurchases and manufacturing right-sizing indicate management's confidence and strategic adjustments amid the automotive sector's prolonged struggles and tariff uncertainties.
Neutral
Seeking Alpha
1 week ago
ON Semiconductor (ON) Q1 2025 Earnings Call Transcript
ON Semiconductor Corporation (NASDAQ:ON ) Q1 2054 Earnings Conference Call May 5, 2025 9:00 AM ET Company Participants Hassane El-Khoury - President, Chief Executive Officer Thad Trent - Executive Vice President, Chief Financial Officer Parag Agarwal - Vice President, Investor Relations Conference Call Participants Ross Seymore - Deutsche Bank Vivek Arya - Bank of America Chris Danely - Citi Joshua Buchalter - TD Cowen Crawford Clarke - Jefferies Quinn Bolton - Needham & Co. Gary Mobley - Loop Capital Vijay Rakesh - Mizuho Harlan Sur - JP Morgan Tore Svanberg - Stifel David Williams - The Benchmark Company Christopher Rolland - Susquehanna Operator Good day and thank you for standing by. Welcome to the Onsemi first quarter 2025 earnings conference call.
Positive
MarketBeat
1 week ago
Onsemi Stock Confirms Bottom, But What's the Upside?
Onsemi's NASDAQ: ON stock price action hit its bottom in late April and offered an attractive entry in May. The Q1 results weren't spectacular, with revenue contracting by 22%, but they were better than expected.
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