ON Semiconductor (ON) Projected to Post Earnings on Monday

ON Semiconductor (NASDAQ:ON) will likely be announcing its Q4 2025 results after the market closes on Monday, February 9th. Analysts expect the company to announce earnings of $0.62 per share and revenue of $1.5368 billion for the quarter. Individuals can find conference call details on the company’s upcoming Q4 2025 earning report page for the latest details on the call scheduled for Monday, February 9, 2026 at 5:00 PM ET.

ON Semiconductor (NASDAQ:ON) last posted its quarterly earnings data on Monday, November 3rd. The semiconductor company reported $0.63 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.59 by $0.04. The company had revenue of $1.55 billion during the quarter, compared to the consensus estimate of $1.52 billion. ON Semiconductor had a net margin of 5.16% and a return on equity of 13.60%. The firm’s revenue was down 12.0% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.99 EPS. On average, analysts expect ON Semiconductor to post $3 EPS for the current fiscal year and $4 EPS for the next fiscal year.

ON Semiconductor Stock Down 3.7%

ON opened at $59.89 on Monday. The business’s fifty day simple moving average is $56.77 and its 200 day simple moving average is $52.87. ON Semiconductor has a 52 week low of $31.04 and a 52 week high of $66.86. The company has a quick ratio of 3.54, a current ratio of 5.23 and a debt-to-equity ratio of 0.43. The stock has a market cap of $24.10 billion, a PE ratio of 77.78, a P/E/G ratio of 2.60 and a beta of 1.56.

ON Semiconductor declared that its Board of Directors has authorized a share buyback plan on Tuesday, November 18th that permits the company to buyback $6.00 billion in outstanding shares. This buyback authorization permits the semiconductor company to repurchase up to 32.7% of its shares through open market purchases. Shares buyback plans are often an indication that the company’s management believes its stock is undervalued.

ON Semiconductor News Summary

Here are the key news stories impacting ON Semiconductor this week:

• Positive Sentiment: Technical/momentum boost — ON has crossed an 80+ relative strength benchmark, a signal some momentum traders use to add positions. This likely attracted short‑term buyers and explains pockets of interest despite broader weakness. ON Semiconductor reaches 80-plus relative strength rating benchmark
• Neutral Sentiment: Fundamental context — ON beat Q3 estimates (EPS $0.63 vs $0.59) and set Q4 fiscal guidance of $0.57–$0.67, showing modest operating resilience. However revenue is still down year‑over‑year, so results are mixed for longer‑term investors.
• Negative Sentiment: Underperformance vs. peers — market commentary flags ON underperforming competitors today, which can trigger relative‑performance selling from ETF/sector funds and active managers. ON Semiconductor Corp. stock underperforms Thursday when compared to competitors
• Negative Sentiment: Larger intraday drop noted by analysts/news — coverage highlights ON suffered a bigger decline than the general market in the latest session, which often amplifies volatility as algorithmic and momentum strategies accelerate selling. ON Semiconductor Corp. (ON) Suffers a Larger Drop Than the General Market
• Negative Sentiment: Valuation and volume risk — ON trades at a rich P/E (~77.8) and mid‑day volume exceeded average, suggesting sellers are active and the stock is more vulnerable to negative news or macro/sector rotation.

Analyst Ratings Changes

A number of research analysts have commented on the stock. Cantor Fitzgerald reiterated a “neutral” rating on shares of ON Semiconductor in a research report on Tuesday, December 16th. Robert W. Baird boosted their price target on shares of ON Semiconductor from $48.00 to $56.00 and gave the stock a “neutral” rating in a research note on Tuesday, November 4th. Evercore ISI reiterated an “outperform” rating on shares of ON Semiconductor in a report on Wednesday, January 7th. B. Riley increased their target price on ON Semiconductor from $54.00 to $58.00 and gave the company a “neutral” rating in a report on Tuesday, January 20th. Finally, Williams Trading set a $60.00 price target on ON Semiconductor in a research report on Tuesday, November 4th. Thirteen analysts have rated the stock with a Buy rating, sixteen have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Hold” and a consensus target price of $61.30.

Insider Activity

In other news, CFO Trent Thad sold 20,000 shares of the business’s stock in a transaction that occurred on Wednesday, December 3rd. The stock was sold at an average price of $55.05, for a total transaction of $1,101,000.00. Following the transaction, the chief financial officer directly owned 379,448 shares of the company’s stock, valued at approximately $20,888,612.40. The trade was a 5.01% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 0.31% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds have recently added to or reduced their stakes in the stock. Darwin Wealth Management LLC bought a new stake in shares of ON Semiconductor during the 2nd quarter valued at about $32,000. MUFG Securities EMEA plc purchased a new stake in ON Semiconductor in the second quarter worth about $65,000. Geneos Wealth Management Inc. boosted its position in ON Semiconductor by 61.2% during the 1st quarter. Geneos Wealth Management Inc. now owns 1,335 shares of the semiconductor company’s stock valued at $54,000 after acquiring an additional 507 shares in the last quarter. Sunbelt Securities Inc. raised its position in shares of ON Semiconductor by 13.7% in the 3rd quarter. Sunbelt Securities Inc. now owns 1,950 shares of the semiconductor company’s stock worth $96,000 after acquiring an additional 235 shares in the last quarter. Finally, Turning Point Benefit Group Inc. purchased a new position in shares of ON Semiconductor in the 3rd quarter valued at approximately $136,000. 97.70% of the stock is owned by hedge funds and other institutional investors.

ON Semiconductor Company Profile

ON Semiconductor, which operates under the onsemi brand, is a global supplier of semiconductor components and related solutions. The company designs, manufactures and sells a broad portfolio that includes power and analog devices, discrete components, sensors and custom mixed-signal products. Its offerings are used to manage, convert and sense electrical power and signals across a wide range of electronic systems.

ON Semiconductor serves customers in key end markets such as automotive, industrial, cloud power and communications, as well as consumer and computing applications.