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 18 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
18 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$40
1%
upside
Avg. target
$56
42%
upside
High target
$85
114%
upside
18 analyst ratings
10 positive
56%
7 neutral
39%
1 negative
6%
UBS Pradeep Ramani 50% 1-year accuracy 1 / 2 met price target | 1%upside $40 | Neutral Maintained | 29 Apr 2025 |
Stifel Tore Svanberg 38% 1-year accuracy 21 / 55 met price target | 6%upside $42 | Hold Maintained | 17 Apr 2025 |
Citigroup Christopher Danely 48% 1-year accuracy 24 / 50 met price target | 1%upside $40 | Neutral Maintained | 11 Apr 2025 |
Keybanc John Vinh 15% 1-year accuracy 7 / 48 met price target | 39%upside $55 | Overweight Maintained | 8 Apr 2025 |
Mizuho Vijay Rakesh 22% 1-year accuracy 15 / 68 met price target | 56%upside $62 | Outperform Maintained | 24 Mar 2025 |
Financial journalist opinion
Based on 18 articles about ON published over the past 30 days
Neutral
Zacks Investment Research
11 hours ago
Wall Street's Insights Into Key Metrics Ahead of ON Semiconductor Corp. (ON) Q1 Earnings
Get a deeper insight into the potential performance of ON Semiconductor Corp. (ON) for the quarter ended March 2025 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics.
Positive
Seeking Alpha
1 day ago
ON Semiconductor: Are 40% Operating Margins Achievable?
Onsemi's revenue is projected to recover in 2025, driven by growth in the automotive and industrial markets, despite current headwinds. Gross margins are expected to improve, benefiting from economies of scale and new SiC product lines. Operating and net margins are forecasted to rise by 2027, although slightly below management's targets.
Negative
The Motley Fool
1 day ago
Stock Market Sell-Off: Should You Buy the 3 Worst-Performing Stocks in the S&P 500 Index? Here's What Wall Street Thinks.
It's been an erratic year for the stock market. Through everything that's happened so far, the broader benchmark S&P 500 is down about 6%, although much more from highs the market reached in mid-February.
Neutral
Zacks Investment Research
5 days ago
ON Semiconductor Corp. (ON) Stock Declines While Market Improves: Some Information for Investors
ON Semiconductor Corp. (ON) concluded the recent trading session at $39.63, signifying a -0.84% move from its prior day's close.
Negative
MarketBeat
1 week ago
Down Over 50%—Are These 2 Chip Stocks the Next NVIDIA?
With the market in correction territory, chip stocks generally have not avoided the carnage. The S&P 500 Index is down approximately 14% from its 52-week high as of the April 22 close, and the Invesco PHLX Semiconductor ETF NASDAQ: SOXQ is down around 35% from highs.
Positive
Zacks Investment Research
1 week ago
Investors Heavily Search ON Semiconductor Corporation (ON): Here is What You Need to Know
ON Semiconductor Corp. (ON) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Neutral
Zacks Investment Research
1 week ago
ON Semiconductor Corp. (ON) Laps the Stock Market: Here's Why
ON Semiconductor Corp. (ON) closed at $34.64 in the latest trading session, marking a +1.14% move from the prior day.
Neutral
Business Wire
1 week ago
onsemi to Announce First Quarter Financial Results
SCOTTSDALE, Ariz.--(BUSINESS WIRE)--onsemi (Nasdaq: ON) plans to announce its financial results for the first quarter, which ended April 4, 2025, before the market opens on Monday, May 5, 2025. The company will host a conference call at 9 a.m. Eastern Time (ET) on May 5, 2025, following the release of its financial results. Investors and interested parties can access the conference call in the following manner: Webcast: A live webcast of the conference call will be available via the “Investor R.
Negative
Reuters
2 weeks ago
Onsemi shelves $6.9 billion offer to buy Allegro MicroSystems
U.S chipmaker Onsemi said on Monday it was withdrawing its $6.9 billion offer for Allegro MicroSystems , a month after the semiconductor solutions provider rebuffed the latest offer from its larger rival.
Neutral
Business Wire
2 weeks ago
onsemi Withdraws Proposal to Acquire Allegro MicroSystems
SCOTTSDALE, Ariz.--(BUSINESS WIRE)--onsemi (NASDAQ: ON) today announced that it has terminated its efforts to acquire Allegro MicroSystems, Inc. (“Allegro”) (NASDAQ: ALGM) and withdrawn its all-cash proposal to acquire Allegro for $35.10 per share. While onsemi continues to believe that a combination of these companies would have brought two highly complementary businesses together, benefiting their respective customers and delivering immediate value to Allegro shareholders, onsemi has determin.
Charts implemented using Lightweight Charts™