ON Semiconductor Corporation ($ON) Stock Forecast: Down 5.4% Today

What is ON Semiconductor Corporation?

ON Semiconductor Corporation (ON) operates in the technology sector, focusing on semiconductor solutions for industries like electric vehicles and AI data centers. Despite recent insider selling, the company revealed positive Q4 earnings and introduced a significant stock buyback plan.

Why is ON Semiconductor Corporation going down?

ON stock is down 5.4% on Feb 19, 2026 15:21

• 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.

ON Price Chart

ON Technical Analysis

ON News

Illinois Municipal Retirement Fund Raises Stake in ON Semiconductor Corporation $ON

The Illinois Municipal Retirement Fund significantly increased its stake in ON Semiconductor (NASDAQ:ON) by 244.3%, acquiring an additional 73,270 shares, bringing its total holding to 103,262 shares valued at $5.09 million. This comes despite recent insider selling by the CEO and CFO, who collectively sold 100,000 shares worth $6.83 million. The company reported a slight beat on Q4 EPS expectations and approved a $6.0 billion stock buyback program, though analysts hold a mixed "Hold" consensus rating with an average price target of $64.19.

https://www.marketbeat.com/instant-alerts/filing-illinois-municipal-retirement-fund-raises-stake-in-on-semiconductor-corporation-on-2026-02-15/

Caprock Group LLC Makes New Investment in ON Semiconductor Corporation $ON

Caprock Group LLC has acquired a new stake in ON Semiconductor Corporation, purchasing 39,896 shares valued at approximately $1.978 million during the third quarter. Other institutional investors have also adjusted their positions in ON Semiconductor. The company recently reported Q4 earnings that topped analyst expectations and announced a share repurchase plan of $6 billion.

https://www.marketbeat.com/instant-alerts/filing-caprock-group-llc-makes-new-investment-in-on-semiconductor-corporation-on-2026-02-14/

The Truth About ON Semiconductor Corp: Is This ‘Boring’ Chip Stock Your Next Power Move?

ON Semiconductor Corp (onsemi) is presented as a crucial, yet often overlooked, player in the technology landscape, powering electric vehicles (EVs), AI data centers, and advanced hardware. The article explores why onsemi, despite not being a "flashy" meme stock, is gaining traction among serious investors due to its essential contributions to high-growth sectors like automotive power and energy-efficient AI infrastructure. It also compares onsemi to Texas Instruments, highlighting onsemi's position as a higher-growth, more future-facing option tied to major tech trends.

https://www.ad-hoc-news.de/boerse/news/ueberblick/the-truth-about-on-semiconductor-corp-is-this-boring-chip-stock/68580280

Ideal Power Inc Is Exploding In Energy Tech – But Is IPWR Stock A Sneaky 10X Or Total Trap?

Ideal Power Inc. (IPWR) is generating buzz in clean energy circles due to its B-TRAN technology, which promises more efficient power switching for EVs, renewables, and industrial systems. While early-stage and high-risk, the company's focus on intellectual property and its potential to disrupt the power electronics market make it a compelling speculative investment for those with a long-term outlook, despite strong competition from established players. Investors are advised to consider the high volatility and conduct thorough due diligence before investing.

https://www.ad-hoc-news.de/boerse/news/ueberblick/ideal-power-inc-is-exploding-in-energy-tech-but-is-ipwr-stock-a-sneaky/68579438

Analog Devices stock retreats from 52-week high despite Barclays upgrade ahead of earnings

Analog Devices (NASDAQ:ADI) stock slipped 1.7% to $331.38 after peaking at $343.69, despite a Barclays upgrade to Overweight with a bumped-up price target of $375. The retreat follows a recent 3.6% jump to a new 52-week high, and investors are now focused on next week's Q1 fiscal 2026 results for insights into demand. Barclays' upgrade is based on the company's strong industrial customer base and an anticipated "PMI inflection," though high company inventories remain a concern.

https://ts2.tech/en/analog-devices-stock-retreats-from-52-week-high-despite-barclays-upgrade-ahead-of-earnings/

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ON Semiconductor Corporation Price History

29.00.2026 - ON Stock was down 5.1%

• A notable institution, Great Lakes Advisors LLC, decreased its stake in ON Semiconductor by 4.3%, selling 15,705 shares.
• In contrast, another institution, J. Safra Sarasin Holding AG, significantly increased its stake in ON Semiconductor by 356.0%.
• ON Semiconductor was classified as a cyclical stock by an industry expert, potentially contributing to investor uncertainty.
• GlobalFoundries, a semiconductor manufacturer, performed well, reaching a 52-week high, possibly diverting investor attention from ON Semiconductor and influencing its stock price negatively.

11.01.2026 - ON Stock was up 6.1%

• ON Semiconductor (ON) observed a notable uptrend driven by positive developments and analyst actions:
• Changes in institutional holdings showed mixed sentiments, with ProShare Advisors LLC reducing its stake while other investors increased theirs significantly.
• Deutsche Bank and Needham reaffirmed their "Buy" ratings and raised price targets, reflecting confidence in ON's market position and revenue prospects.
• JPMorgan Chase & Co. provided an optimistic outlook, elevating price targets and emphasizing ON's share repurchase initiative and robust free cash flow.
• Despite a forecast miss in revenue guidance for the next quarter, ON surpassed fourth-quarter earnings estimates, fueling investor confidence and a stock price surge.
• The market movement may be attributed to robust financial performance, favorable analyst endorsements, and investor emphasis on profitability and free cash flow margins over short-term revenue considerations.

11.01.2026 - ON Stock was up 5.0%

• Following optimistic evaluations and increased price targets from various companies like Deutsche Bank, Needham, and JPMorgan Chase & Co., ON Semiconductor's stock displayed a significant bullish trend.
• The company's solid financial performance, highlighted by strong free cash flow, a share repurchase program, and promising medium-term fundamentals, bolstered investor confidence and market positivity.
• Although opinions were divided on its Q4 2025 earnings and the near-term challenges with revenue and margins, ON Semiconductor's strategic moves aimed at improving margins and enhancing its balance sheet for increased buybacks indicate potential for growth.
• Changes in institutional holdings, such as ProShare Advisors LLC reducing its ON Semiconductor stake, might have impacted short-term market movements, but overall, the stock's positive momentum reflects optimistic market sentiment and growth possibilities for the company.

04.01.2026 - ON Stock was up 5.2%

• Analysts have differing views on ON Semiconductor, with a Hold rating despite surpassing EPS estimates and revealing a significant share repurchase program.
• Mediolanum International Funds Ltd reduced a substantial portion of its holdings in ON Semiconductor, potentially influencing increased market demand.
• The semiconductor industry resurgence, exemplified by Texas Instruments, and positive U.S. factory output, likely enhanced investor confidence in semiconductor stocks like ON Semiconductor.
• Despite worries about revenue decline and divergent market sentiment, the expectation of robust Q4 earnings and a new share purchase by Y Intercept Hong Kong Ltd may have propelled the bullish movement in ON Semiconductor's stock.

30.00.2026 - ON Stock was down 5.4%

• The decline in ON Semiconductor's stock today may be due to:
• Analysts' predictions of a decrease in adjusted EPS for fiscal year 2025, resulting in investor skepticism.
• A shift in Moody's outlook to stable, expressing worries about weaker-than-anticipated growth and substantial exposure to sectors facing challenges.
• Institutional selling pressure, with Great Lakes Advisors LLC reducing its stake by 4.3%, potentially indicating a lack of enduring confidence in the company's performance.
• Speculation and uncertainty about the imminent Q4 2025 earnings release on February 9, 2026, prompting profit-taking and a temporary decline in the stock price.

03.01.2026 - ON Stock was down 5.2%

• ON Semiconductor stock dropped 3.7% amidst a broader sell-off in chip shares, influenced by new inflation figures and a Fed chair nomination.
• Despite beating Q3 EPS estimates, ON Semiconductor's revenue decline year-over-year and concerns about its heavy investment in property and equipment may have contributed to the bearish movement.
• Investors are eagerly awaiting the upcoming earnings report, which is anticipated to show a decrease in both EPS and revenue compared to the prior-year quarter, adding to the downward pressure on the stock.
• The market movement could also be a result of profit-taking by investors who have seen a recent 14.87% gain in ON Semiconductor's shares over the past month, leading to a more significant dip compared to broader market indices.

06.00.2026 - ON Stock was up 5.3%

• The bullish movement in ON Semiconductor's stock today is linked to the market's confidence in the company's silicon carbide technology and its potential applications in the electric vehicle (EV) industry.
• Despite concerns about slowing EV demand, investors appear reassured by the stock price stabilization, suggesting a shift towards value-oriented buying.
• The company's innovative power management and connectivity solutions, combined with the positive sentiment in the semiconductor industry, likely contributed to today's bullish movement.
• Investors are eagerly anticipating guidance from the company and macroeconomic trends to gauge the next significant development in ON Semiconductor's stock.

06.00.2026 - ON Stock was up 5.1%

• Despite prevailing bearish sentiment, ON Semiconductor exhibited notable bullish movement in the market today.
• The stock's positive momentum could be attributed to investors recognizing the potential long-term value in its power management and silicon carbide offerings, despite concerns around decelerating electric vehicle (EV) demand.
• Observing the stock stabilizing in the low-to-mid $70s, it suggests that value-focused buyers may be showing interest, hinting at a shift in sentiment towards the company.
• Market participants are likely keeping a close watch on any developments related to ON Semiconductor's silicon carbide ventures and EV market trends to assess the stock's future trajectory.

06.01.2026 - ON Stock was up 5.0%

• ON Semiconductor (ON) observed a significant bullish momentum as short interest declined by 13.53%, reflecting increased positivity from investors.
• Divergent analyst viewpoints on companies such as ON Semiconductor, Coherent Corp, and Enphase Energy have contributed to market fluctuations, with ON Semiconductor maintaining a Hold rating yet displaying potential upside based on average price targets.
• Coherent Corp's strong performance, as evidenced by its impressive Q2 earnings and optimistic outlook from Zacks Investment Research, contrasts with the more cautious outlook towards other sector players.
• The bullish trend in ON Semiconductor's stock can be linked to reduced short interest, signaling a shift towards a more optimistic outlook on the company's future amidst mixed sentiments in the tech sector.

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.

28.00.2026 - ON Stock was up 5.7%

• ON Semiconductor experienced a strong bullish movement today.
• The bullish trend could be attributed to the positive market sentiment towards semiconductor companies, especially with recent developments in the industry showcasing strong financials and growth prospects.
• Views from market influencers and investment firms have created some uncertainty in the semiconductor sector, potentially benefiting ON Semiconductor as investors seek alternatives.
• The upcoming earnings release by ON Semiconductor on February 9th could also be driving the bullish momentum as investors anticipate the company's performance amidst a challenging market for chip stocks.

21.00.2026 - ON Stock was up 6.6%

• ON Semiconductor's price target was raised to $65 by Bank of America, signaling a potential upside of almost 5%, and the company authorized a $6.0 billion share buyback program, indicating management's belief that the stock is undervalued.
• Despite a year-over-year revenue decline, ON Semiconductor's Q3 results included an EPS beat, which boosted market sentiment.
• Fisher Funds Management LTD notably increased its stake in ON Semiconductor, in line with the positive outlook on the stock.
• The upbeat news and growing confidence in ON Semiconductor's potential for growth likely fueled today's bullish market movement.