ON Semiconductor (NASDAQ:ON) Stock Rating Upgraded by Wall Street Zen

ON Semiconductor (NASDAQ:ON) was upgraded by investment analysts at Wall Street Zen from a “hold” rating to a “buy” rating in a research note issued on Saturday.

Other equities research analysts also recently issued reports about the company. Weiss Ratings downgraded ON Semiconductor from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Friday, January 30th. Mizuho cut their price objective on ON Semiconductor from $72.00 to $70.00 and set an “outperform” rating for the company in a research report on Tuesday, February 10th. JPMorgan Chase & Co. increased their target price on ON Semiconductor from $56.00 to $70.00 and gave the company a “neutral” rating in a research note on Tuesday, February 10th. Piper Sandler lifted their price target on ON Semiconductor from $65.00 to $75.00 and gave the stock an “overweight” rating in a research report on Tuesday, February 10th. Finally, Bank of America upped their price target on ON Semiconductor from $60.00 to $65.00 and gave the stock a “neutral” rating in a report on Wednesday, January 21st. Twelve analysts have rated the stock with a Buy rating, seventeen have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $64.19.

ON Semiconductor Price Performance

Shares of ON Semiconductor stock opened at $58.35 on Friday. The company has a current ratio of 4.52, a quick ratio of 2.98 and a debt-to-equity ratio of 0.39. The firm has a fifty day simple moving average of $63.63 and a 200-day simple moving average of $56.12. The stock has a market capitalization of $22.99 billion, a price-to-earnings ratio of 171.62, a PEG ratio of 0.65 and a beta of 1.52. ON Semiconductor has a 1-year low of $31.04 and a 1-year high of $73.76.

ON Semiconductor (NASDAQ:ON) last posted its earnings results on Monday, February 9th. The semiconductor company reported $0.64 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.62 by $0.02. The business had revenue of $1.53 billion for the quarter, compared to analyst estimates of $1.54 billion. ON Semiconductor had a net margin of 2.02% and a return on equity of 12.22%. ON Semiconductor’s revenue was down 11.2% compared to the same quarter last year. During the same period last year, the business posted $0.95 EPS. ON Semiconductor has set its Q1 2026 guidance at 0.560-0.660 EPS. On average, sell-side analysts expect that ON Semiconductor will post 2.6 earnings per share for the current year.

Insider Buying and Selling

In other ON Semiconductor news, CEO Hassane El-Khoury sold 20,000 shares of ON Semiconductor stock in a transaction that occurred on Thursday, February 12th. The stock was sold at an average price of $73.02, for a total transaction of $1,460,400.00. Following the sale, the chief executive officer directly owned 1,015,610 shares of the company’s stock, valued at approximately $74,159,842.20. The trade was a 1.93% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO Trent Thad sold 60,000 shares of the company’s stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $71.22, for a total value of $4,273,200.00. Following the completion of the sale, the chief financial officer owned 339,460 shares in the company, valued at approximately $24,176,341.20. This represents a 15.02% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 86,114 shares of company stock valued at $6,092,308 over the last quarter. Corporate insiders own 0.31% of the company’s stock.

Hedge Funds Weigh In On ON Semiconductor

Hedge funds and other institutional investors have recently modified their holdings of the stock. CVA Family Office LLC grew its position in ON Semiconductor by 83.7% in the fourth quarter. CVA Family Office LLC now owns 472 shares of the semiconductor company’s stock valued at $26,000 after acquiring an additional 215 shares during the period. Root Financial Partners LLC lifted its holdings in shares of ON Semiconductor by 42.1% during the fourth quarter. Root Financial Partners LLC now owns 503 shares of the semiconductor company’s stock valued at $27,000 after acquiring an additional 149 shares during the period. Private Trust Co. NA lifted its holdings in shares of ON Semiconductor by 72.8% during the third quarter. Private Trust Co. NA now owns 522 shares of the semiconductor company’s stock valued at $26,000 after acquiring an additional 220 shares during the period. DV Equities LLC acquired a new stake in shares of ON Semiconductor in the 4th quarter valued at $30,000. Finally, Deseret Mutual Benefit Administrators grew its holdings in shares of ON Semiconductor by 62.3% in the 3rd quarter. Deseret Mutual Benefit Administrators now owns 568 shares of the semiconductor company’s stock worth $28,000 after purchasing an additional 218 shares during the last quarter. Institutional investors own 97.70% of the company’s stock.

Key Headlines Impacting ON Semiconductor

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

• Positive Sentiment: ON posted a small quarterly EPS beat (reported $0.64 vs ~$0.62 expected), showing margin resilience even as revenue declined — this helps justify the stock for growth/value investors focused on profitability metrics.
• Neutral Sentiment: Sony announced a PS5 price increase that media frames as a signal about memory-chip costs and consumer headwinds; this is a sector-level datapoint that could influence demand expectations for semiconductor suppliers but is not a direct ON-specific announcement. Sony PS5 Price Hikes
• Negative Sentiment: MarketWatch flagged that ON is underperforming peers despite intraday gains — a sign of investor de-risking. Coupled with a revenue miss (down ~11% YoY) and a high P/E, this increases downside risk if macro or end-market demand softens. ON Underperforms Peers

About ON Semiconductor

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.