onsemi (NASDAQ:ON) Given Neutral Rating at Rosenblatt Securities

onsemi (NASDAQ:ON)‘s stock had its “neutral” rating restated by equities researchers at Rosenblatt Securities in a research report issued to clients and investors on Thursday, Benzinga reports. They presently have a $85.00 price objective on the semiconductor company’s stock. Rosenblatt Securities’ target price indicates a potential upside of 27.63% from the company’s current price.

ON has been the topic of a number of other research reports. Robert W. Baird boosted their price objective on shares of onsemi from $100.00 to $108.00 and gave the stock a “neutral” rating in a research report on Tuesday, August 4th. UBS Group reiterated a “neutral” rating and issued a $95.00 price target on shares of onsemi in a research note on Monday, June 29th. Bank of America increased their price objective on shares of onsemi from $115.00 to $138.00 and gave the stock a “buy” rating in a research note on Tuesday, May 26th. Evercore restated an “outperform” rating and issued a $137.00 price objective on shares of onsemi in a report on Friday, June 26th. Finally, Truist Financial set a $40.00 target price on onsemi in a research report on Wednesday, August 12th. Fifteen investment analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $93.36.

onsemi Stock Performance

Shares of ON stock opened at $66.60 on Thursday. The company has a debt-to-equity ratio of 0.51, a quick ratio of 2.49 and a current ratio of 3.46. The company has a market capitalization of $25.93 billion, a P/E ratio of 42.69, a price-to-earnings-growth ratio of 0.60 and a beta of 2.00. The company’s 50 day moving average price is $80.23 and its two-hundred day moving average price is $87.41. onsemi has a 52 week low of $44.56 and a 52 week high of $134.92.

onsemi (NASDAQ:ON) last released its quarterly earnings results on Monday, August 3rd. The semiconductor company reported $0.74 earnings per share for the quarter, beating the consensus estimate of $0.72 by $0.02. onsemi had a net margin of 10.17% and a return on equity of 14.06%. The company had revenue of $1.60 billion during the quarter, compared to analysts’ expectations of $1.59 billion. During the same quarter in the prior year, the company earned $0.53 earnings per share. The business’s quarterly revenue was up 9.2% compared to the same quarter last year. onsemi has set its Q3 2026 guidance at 0.810-0.930 EPS. On average, analysts expect that onsemi will post 3.23 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of the stock. Sequoia Financial Advisors LLC grew its stake in onsemi by 1.7% during the second quarter. Sequoia Financial Advisors LLC now owns 20,170 shares of the semiconductor company’s stock worth $1,907,000 after buying an additional 344 shares in the last quarter. Arlington Capital Management Inc. acquired a new position in shares of onsemi in the 2nd quarter valued at approximately $246,000. WINTON GROUP Ltd bought a new stake in shares of onsemi during the 2nd quarter worth approximately $293,000. Engineers Gate Manager LP lifted its holdings in shares of onsemi by 570.3% during the 2nd quarter. Engineers Gate Manager LP now owns 304,377 shares of the semiconductor company’s stock worth $28,776,000 after acquiring an additional 258,968 shares during the period. Finally, Integrated Wealth Concepts LLC boosted its position in shares of onsemi by 1.4% during the 2nd quarter. Integrated Wealth Concepts LLC now owns 22,059 shares of the semiconductor company’s stock worth $2,085,000 after acquiring an additional 298 shares in the last quarter. Institutional investors and hedge funds own 97.70% of the company’s stock.

More onsemi News

Here are the key news stories impacting onsemi this week:

• Positive Sentiment: onsemi launched its Embedded Power Platform (EPP), which integrates silicon, silicon carbide and gallium nitride devices in a wafer-level package. The company says the architecture could deliver three to five times higher power density, lower power losses and faster development for AI data centers, electric vehicles and industrial systems. onsemi Introduces the Embedded Power Platform
• Positive Sentiment: Subaru entered a strategic technology engagement to evaluate EPP for future electrified vehicles, giving onsemi an early design partner and potential validation for its automotive strategy. Sampling is expected to begin in 2026. Subaru to Evaluate onsemi’s Embedded Power Platform
• Neutral Sentiment: Management outlined a potential $213 billion addressable market by 2030 across automotive, industrial, AI data centers and automation, with a strategy centered on higher-value system solutions rather than individual components. However, the opportunity remains long term and forward-looking, with limited evidence yet of customer revenue, production commitments or financial targets. onsemi Charts Path to Power the Next Decade of Innovation
• Negative Sentiment: Investors appeared disappointed that Investor Day emphasized ambitious technology and market projections rather than immediate earnings growth, concrete customer commitments or detailed financial milestones. The reaction suggests the market wanted clearer proof that EPP can translate into near-term revenue and margin expansion.

About onsemi

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.