ON Semiconductor Corporation ($ON) Stock Forecast: Up 8.4% Today

What is ON Semiconductor Corporation?

A semiconductor company specializing in power management, analog, and sensor solutions, ON Semiconductor Corp (ON) focuses on automotive and industrial sectors. Despite a year-over-year revenue decline, the company exceeded EPS estimates and is managing semiconductor challenges.

Why is ON Semiconductor Corporation going up?

ON stock is up 8.4% on Apr 8, 2026 15:23

• ON Semiconductor experienced a strong bullish movement driven by:
• Surpassing EPS estimates amidst revenue decline, demonstrating resilience in tough market conditions.
• Favorable investor sentiment evident in "Hold" ratings and price target increases from Wall Street, suggesting stability and potential growth.
• Cost reduction and product enhancements by management contributing to profitability and positive cash flow, boosting investor confidence.
• A director's insider stock retainer transaction, while not directly influencing market trends, underscores ongoing dedication and alignment with company performance.

ON Price Chart

ON Technical Analysis

ON News

ON Semiconductor Corp stock: What investors should know now

ON Semiconductor Corp continues to navigate semiconductor headwinds, reporting an EPS beat of $0.64 against estimates of $0.62, despite an 11.2% year-over-year revenue dip. The company focuses on power management, analog, and sensor solutions, particularly for automotive and industrial sectors, leveraging silicon carbide technology. While thin margins and recent insider sales raise questions, strong liquidity, efficient capital use, and Wall Street's cautious but balanced "Hold" ratings suggest stability with potential for future upside as the company capitalizes on electrification trends.

https://www.ad-hoc-news.de/boerse/news/ueberblick/on-semiconductor-corp-stock-what-investors-should-know-now/69097451

What Makes ON Semiconductor (ON) a Resilient Company?

TCW Relative Value Mid Cap Fund added ON Semiconductor Corporation (NASDAQ: ON) to its holdings in the fourth quarter of 2025, noting the company's resilience despite strong headwinds in its markets. ON Semiconductor remained profitable and cash flow positive through management's focus on cost reduction and product offering refinement. The fund anticipates improved financials for ON as markets stabilize and excess inventory depletes.

https://www.insidermonkey.com/blog/what-makes-on-semiconductor-on-a-resilient-company-1733282/

ON Semiconductor Corporation (NASDAQ:ON) Given Consensus Recommendation of "Hold" by Analysts

Thirty analysts have given ON Semiconductor Corporation (NASDAQ:ON) a consensus "Hold" rating, with an average 12-month price target of $64.19. The company recently beat EPS estimates but saw an 11% year-over-year revenue decline, and while liquidity is strong, its high P/E ratio and insider selling suggest valuation risks. Recent analyst adjustments included both price target increases and a downgrade from "buy" to "hold" by Wall Street Zen.

https://www.marketbeat.com/instant-alerts/on-semiconductor-corporation-nasdaqon-given-consensus-recommendation-of-hold-by-analysts-2026-04-07/

Chipotle Mexican Grill Stock Surges 8.6%, With A 5-Day Winning Spree

Chipotle Mexican Grill (CMG) stock has achieved a 5-day winning streak, accumulating an 8.6% gain and increasing its market cap by $3.5 billion to $44 billion. Despite this recent surge, Trefis assesses CMG as "Unattractive" due to its High valuation, advising caution for investors. The article emphasizes the need for predictive signals for investment decisions rather than reacting to past market movements.

https://www.trefis.com/stock/cmg/articles/595898/chipotle-mexican-grill-stock-surges-8-6-with-a-5-day-winning-spree/2026-04-07

ON Semiconductor (NASDAQ: ON) director gets 168-share stock retainer

ON Semiconductor director Paul Anthony Mascarenas received a grant of 168 fully-vested common shares as part of his compensation. These shares, valued at $62.19 each, were issued in lieu of a portion of his first-quarter 2026 cash retainers, based on his prior election. Following this transaction, Mascarenas directly holds 55,488 common shares in the company.

https://www.stocktitan.net/sec-filings/ON/form-4-on-semiconductor-corp-insider-trading-activity-818bc7c7cf6c.html

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ON Semiconductor Corporation Price History

05.02.2026 - ON Stock was down 5.1%

• The bearish movement in ON Semiconductor Corp's stock today may be due to:
• Analyst recalibrations in the EV market impacting long-term expectations for the company.
• A 4.95% drop in the stock, potentially related to concerns about its position in the evolving EV industry.
• Despite strong financial metrics and market positioning, the valuation adjustment may have raised doubts among investors.
• Competition from companies like SkyWater Technology, which reported significant earnings growth, could have added pressure on ON Semiconductor's stock.

02.03.2026 - ON Stock was down 5.2%

• F&V Capital Management LLC's acquisition of a significant number of ON Semiconductor shares may have initially signaled confidence in the company, but concerns over insider selling by the CEO and CFO likely contributed to bearish sentiment.
• The positive catalysts for ON Semiconductor, such as the design win with Sineng Electric and benefits from the semiconductor rally, were overshadowed by the insider selling news, leading to a bearish market movement.
• The comparison with SkyWater Technology's overvaluation despite a strong rally raises questions about ON Semiconductor's own valuation, potentially causing investors to reevaluate their positions and resulting in the bearish movement.
• Hassane El-Khoury's celebrated leadership and strategic vision for ON Semiconductor may have long-term benefits, but short-term market reactions to insider selling and valuation concerns could have driven the bearish movement today.

10.02.2026 - ON Stock was up 7.5%

• Skyworks unveiling advanced connectivity solutions at Embedded World for industrial, automotive, and data centers potentially had a positive impact on the semiconductor industry sentiment, benefiting ON Semiconductor.
• ON Semiconductor's stock evaluation revised amidst market fluctuations and a recent decline in stock price might have heightened investor interest, considering the stock potentially undervalued.
• Dimensional Fund Advisors LP's sale of ON Semiconductor shares initially caused some downward pressure on the stock. However, subsequent bullish movement indicated other investors saw an opportunity to buy ON shares at a discounted price.
• ON Semiconductor's slight stock price decline compared to broader market gains suggests minor underperformance, likely due to profit-taking or short-term market dynamics. Nevertheless, the overall bullish movement reflects strength in the company's fundamentals and market sentiment.

01.03.2026 - ON Stock was up 6.9%

• ON Semiconductor Corp. (ON) outperformed competitors and the broader market with a significant 11.25% increase, breaking a recent losing streak. This bullish movement can be attributed to several factors:
• The overall positive sentiment in the market, as evidenced by gains in the S&P 500 Index and the Dow Jones Industrial Average, likely contributed to ON's rise.
• Increased investor interest in ON Semiconductor, with notable institutional investors significantly increasing their positions in the company.
• The boost in the semiconductor sector following a strategic partnership and investment in another company could have positively impacted ON Semiconductor's stock price, reflecting the interconnected nature of the industry.

06.02.2026 - ON Stock was down 6.2%

• The stock's downturn could be linked to readjusted analyst expectations in the EV sector, which has seen a slowdown.
• Concerns may arise among investors regarding ON Semiconductor's position in power semiconductors as the EV market undergoes a shift, prompting a rethink of the company's long-term plans.
• The drop in ON's stock price may also be influenced by broader market trends and sector changes affecting semiconductor companies overall.
• Today's bearish movement in the stock reflects the uncertainty surrounding ON Semiconductor's role in the changing EV landscape, as investors ponder factors like EV demand recovery and margin growth.

08.03.2026 - ON Stock was up 8.4%

• ON Semiconductor experienced a strong bullish movement driven by:
• Surpassing EPS estimates amidst revenue decline, demonstrating resilience in tough market conditions.
• Favorable investor sentiment evident in "Hold" ratings and price target increases from Wall Street, suggesting stability and potential growth.
• Cost reduction and product enhancements by management contributing to profitability and positive cash flow, boosting investor confidence.
• A director's insider stock retainer transaction, while not directly influencing market trends, underscores ongoing dedication and alignment with company performance.

30.02.2026 - ON Stock was down 5.2%

• ON Semiconductor Corp. has been facing a bearish trend due to a combination of factors such as a slight revenue miss, trade tensions between China and the U.S., and supply chain disruptions in the semiconductor industry.
• The company's valuation adjustment, with a P/E ratio of 44 and a return on equity of 10.06%, may have contributed to investor concerns and the downward pressure on the stock.
• Despite ON Semiconductor's recent gain from a U.S. government semiconductor funding initiative, the overall market sentiment, coupled with the stock's underperformance compared to competitors, has led to a continued decline in its stock price.
• The mixed financial picture, including revenue challenges and EPS beats, along with the broader sectoral decline, has created uncertainty among investors, contributing to ON Semiconductor's bearish movement.

19.01.2026 - ON Stock was down 5.4%

• The Illinois Municipal Retirement Fund's notable increase in ON Semiconductor's stake could have initially shown confidence in the company. However, subsequent bearish movement might be linked to profit-taking post the CEO and CFO's insider selling.
• The favorable Q4 earnings report and the disclosure of a $6 billion stock buyback program likely uplifted investor sentiment initially. Nonetheless, the mixed analyst consensus rating and average price target might have caused some uncertainty, leading to profit-taking.
• Comparing ON Semiconductor to Texas Instruments in terms of growth and future prospects emphasizes its position in high-growth sectors. Nevertheless, market dynamics and investor sentiment could have influenced the bearish movement despite the positive long-term outlook for the company.

25.02.2026 - ON Stock was up 6.6%

• The recent increase in ON Semiconductor Corp's stock value is linked to the growing need for its power management chips, specifically fueled by the rise in AI technology investments.
• Investor confidence in the semiconductor industry, including companies like ON, received a boost following the announcement of a $4 trillion consortium plan by the Trump administration aimed at securing semiconductor supply chains.
• Despite challenges related to inventory cycles and market competition, ON's emphasis on meeting the demand for AI chips and potential advantages from the investment plan have contributed to its positive stock performance.
• Observing how ON Semiconductor Corp handles its inventory cycles and leverages the surge in AI chip demand will be crucial for investors tracking its continued bullish trajectory in the market.

27.02.2026 - ON Stock was down 5.3%

• The stock of ON Semiconductor Corp. (ON) decreased by 3.53% to $60.87, breaking a three-day winning streak, amidst a generally negative trading day for the stock market.
• Despite the daily loss, it still managed to outperform its competitors.
• The bearish movement in ON Semiconductor Corp. (ON) could be attributed to market softness and gross margin pressures, despite the company's recent positive performance.
• The valuation adjustment in the Electronics & Appliances sector, as seen with Kimball Electronics, might have also influenced market sentiment towards semiconductor companies like ON Semiconductor Corp. (ON).

27.02.2026 - ON Stock was down 5.0%

• Vanguard's 0% stake disclosure in ON Semiconductor possibly triggered a bearish sentiment among investors, indicating a lack of confidence from a major institutional investor.
• Overvaluation concerns about Navitas Semiconductor (NVTS) could have negatively influenced the semiconductor industry, impacting ON Semiconductor's stock price.
• Despite outperforming competitors in losses, ON Semiconductor faced challenges due to the overall market decline, market softness, and gross margin pressures.
• ON Semiconductor's underperformance compared to competitors, despite daily gains, led to a perception of relative weakness in the stock, contributing to selling pressure and a bearish movement.

31.02.2026 - ON Stock was up 5.3%

• Significant increase in stake by Allspring Global Investments Holdings LLC and other major institutional investors resulting in a bullish movement in ON Semiconductor's stock.
• Positive market movement driven by analysts' projections of earnings and revenue growth in the upcoming fiscal years despite recent stock price declines.
• Recent stock underperformance and valuation adjustments potentially creating a buying opportunity for investors interested in the company's long-term growth potential.
• Despite some mixed financial results, including a slight revenue miss but beating EPS expectations, the overall outlook for ON Semiconductor remains positive, contributing to the bullish momentum in the current trading session.