onsemi (NASDAQ:ON) Price Target Raised to $80.00

onsemi (NASDAQ:ON) had its price target upped by Stifel Nicolaus from $75.00 to $80.00 in a research note published on Monday, MarketBeat.com reports. They currently have a hold rating on the semiconductor company’s stock.

Several other equities research analysts also recently weighed in on ON. Seaport Research Partners began coverage on onsemi in a research report on Tuesday, September 22nd. They issued a “buy” rating and a $100.00 target price for the company. Rosenblatt Securities reiterated a “neutral” rating and set a $85.00 target price on shares of onsemi in a report on Thursday, September 17th. Mizuho reduced their price target on onsemi from $110.00 to $95.00 and set an “outperform” rating on the stock in a research report on Thursday, September 17th. Susquehanna upped their price target on onsemi from $140.00 to $150.00 and gave the stock a “positive” rating in a report on Thursday, July 9th. Finally, Citigroup lowered their price objective on shares of onsemi from $120.00 to $98.00 and set a “neutral” rating for the company in a research report on Wednesday, August 5th. Fifteen analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the stock. Based on data from MarketBeat, onsemi currently has an average rating of “Moderate Buy” and an average price target of $95.56.

onsemi Stock Performance

Shares of ON stock opened at $82.51 on Monday. The company has a current ratio of 3.46, a quick ratio of 2.49 and a debt-to-equity ratio of 0.51. The company has a market cap of $32.12 billion, a PE ratio of 52.89, a P/E/G ratio of 0.71 and a beta of 2.05. The company’s fifty day simple moving average is $76.45 and its 200-day simple moving average is $89.13. onsemi has a 52 week low of $44.56 and a 52 week high of $134.92.

onsemi (NASDAQ:ON) last announced its quarterly earnings results on Monday, August 3rd. The semiconductor company reported $0.74 earnings per share for the quarter, topping analysts’ consensus estimates of $0.72 by $0.02. onsemi had a net margin of 10.17% and a return on equity of 14.06%. The firm had revenue of $1.60 billion during the quarter, compared to analysts’ expectations of $1.59 billion. During the same period in the prior year, the company earned $0.53 EPS. The firm’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. As a group, equities research analysts anticipate that onsemi will post 3.2 EPS for the current year.

Insider Activity

In other news, insider Sudhir Gopalswamy sold 15,578 shares of onsemi stock in a transaction dated Thursday, October 1st. The stock was sold at an average price of $80.00, for a total transaction of $1,246,240.00. Following the sale, the insider directly owned 158,177 shares of the company’s stock, valued at approximately $12,654,160. The trade was a 8.97% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.35% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently bought and sold shares of the business. CX Institutional grew its stake in onsemi by 8.5% during the 3rd quarter. CX Institutional now owns 9,170 shares of the semiconductor company’s stock valued at $705,000 after purchasing an additional 719 shares in the last quarter. Andra AP fonden acquired a new position in shares of onsemi in the 2nd quarter valued at approximately $2,704,000. Sequoia Financial Advisors LLC raised its position in shares of onsemi by 1.7% in the 2nd quarter. Sequoia Financial Advisors LLC now owns 20,170 shares of the semiconductor company’s stock valued at $1,907,000 after purchasing an additional 344 shares in the last quarter. Arlington Capital Management Inc. purchased a new position in shares of onsemi during the 2nd quarter valued at approximately $246,000. Finally, WINTON GROUP Ltd purchased a new position in shares of onsemi during the 2nd quarter valued at approximately $293,000. Hedge funds and other institutional investors own 97.70% of the company’s stock.

onsemi News Roundup

Here are the key news stories impacting onsemi this week:

• Positive Sentiment: onsemi revised its Synaptics acquisition into an all-cash transaction valued at approximately $5.7 billion. The structure avoids equity dilution, is expected to be earnings-accretive, and supports management’s strategy to expand in physical AI and power-management systems. Why onsemi’s Synaptics Pivot Could Be a Game Changer
• Positive Sentiment: Analyst and financial-media commentary highlighted potential long-term upside from onsemi’s exposure to electrification, automotive and industrial applications, as well as its growing relevance to AI-related power demand. Several published price targets remain well above recent trading levels. Why CVS Is ‘Insanely Cheap,’ ON Semi a Laggard Catching Up, and Grail Too Expensive to Chase
• Neutral Sentiment: Recent coverage noted that onsemi has attracted increased investor attention. Its latest reported quarter included $1.60 billion in revenue, up 9.2% year over year, and adjusted earnings modestly exceeded consensus estimates. ON Semiconductor Is Attracting Investor Attention
• Negative Sentiment: The Synaptics transaction creates substantial funding and integration obligations. Investors may be concerned about increased leverage, deal execution and whether anticipated AI-related growth will arrive quickly enough to justify the purchase price.
• Negative Sentiment: Insider-trading data shows recent open-market sales by onsemi executives, including CFO Trent Thad, with no reported insider purchases in the past six months. This is a secondary bearish signal, although planned sales do not necessarily indicate a change in business outlook. ON Semiconductor Stock Opinions on Recent Price Breakout

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.