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 7,419 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
19% more first-time investments, than exits
New positions opened: 130 | Existing positions closed: 109
1.22% more ownership
Funds ownership: 97.01% [Q3] → 98.22% (+1.22%) [Q4]
1% more funds holding
Funds holding: 823 [Q3] → 828 (+5) [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: 339
Research analyst outlook
18 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$40
2%
upside
Avg. target
$58
47%
upside
High target
$85
116%
upside
18 analyst ratings
10 positive
56%
7 neutral
39%
1 negative
6%
Stifel Tore Svanberg 15% 1-year accuracy 8 / 55 met price target | 7%upside $42 | Hold Maintained | 17 Apr 2025 |
Citigroup Christopher Danely 34% 1-year accuracy 17 / 50 met price target | 2%upside $40 | Neutral Maintained | 11 Apr 2025 |
Keybanc John Vinh 4% 1-year accuracy 2 / 48 met price target | 40%upside $55 | Overweight Maintained | 8 Apr 2025 |
Mizuho Vijay Rakesh 10% 1-year accuracy 7 / 71 met price target | 58%upside $62 | Outperform Maintained | 24 Mar 2025 |
Needham Quinn Bolton 12% 1-year accuracy 18 / 145 met price target | 45%upside $57 | Buy Reiterated | 3 Mar 2025 |
Financial journalist opinion
Based on 17 articles about ON published over the past 30 days
Negative
MarketBeat
23 hours 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 day 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
6 days 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
6 days 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
1 week 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
1 week 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.
Negative
Fox Business
1 week ago
Trump says specific tariff will be placed on semiconductor industry, rate to be announced within week
President Donald Trump announced semiconductors and chips imported into the United States will be hit with a specific tariff and the rate will be announced within the week.
Negative
Proactive Investors
1 week ago
US tariff on semiconductor imports to be confirmed this week, says Trump
The White House will confirm the precise US tariff policy on semiconductors this week, after news of a possible exemption for some electronics boosted markets. Donald Trump said in a post on his social media on Sunday that "there was no tariff 'exception' announced on Friday".
Positive
Reuters
1 week ago
US chipmakers outsourcing manufacturing will escape China's tariffs
Shares of AMD and Nvidia - rose 6% and 2.6% respectively, while Qualcomm was up 1.1%. The US companies will be able to have their chip origin classified as Taiwan, according to an info forum for Chinese chipmakers.
Positive
Zacks Investment Research
2 weeks ago
Here is What to Know Beyond Why ON Semiconductor Corporation (ON) is a Trending Stock
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.
Charts implemented using Lightweight Charts™