ON Semiconductor Corporation ($ON) Stock Forecast: Up 7.5% Today

What is ON Semiconductor Corporation?

ON Semiconductor Corp. (ON) designs and manufactures power and data management semiconductors, operating in segments such as Power Solutions Group and Advanced Solutions Group. ON had a strong bullish movement in the market.

Why is ON Semiconductor Corporation going up?

ON stock is up 7.5% on Mar 10, 2026 14:27

• 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.

ON Price Chart

ON Technical Analysis

ON News

6G clocks, EV drivers, smart meters: inside Skyworks at Embedded World

Skyworks unveiled advanced connectivity, isolation, timing, and power solutions at Embedded World 2026, targeting AI-enabled embedded systems across various sectors like industrial, automotive, and data centers. The demonstrations included innovations for LoRa Sub-GHz edge connectivity, Bluetooth range extension for e-mobility, improved server power efficiency with SelVCD, robust isolation for EV architectures, and precision clocks for 5G/6G networks. These new offerings aim to meet the growing demand for low latency and ultra-efficient power solutions in connected devices.

https://www.stocktitan.net/news/SWKS/skyworks-demonstrates-advanced-connectivity-and-power-solutions-at-7e5111cr4wfr.html

ON Semiconductor Corp. Experiences Revision in Its Stock Evaluation Amid Market Fluctuations

ON Semiconductor Corp. has adjusted its valuation, currently showing a P/E ratio of 29 and a price-to-book value of 3.99, alongside strong operational efficiency metrics like a return on capital employed of 13.27%. Despite outperforming the S&P 500 over the past year, the company's stock has recently experienced a significant decline of 14.46% in the last week. Its valuation metrics are notably divergent from peers such as Microchip Technology, Inc., indicating varying competitive landscapes within the industry.

https://www.marketsmojo.com/news/stocks-in-action/on-semiconductors-valuation-grade-changes-from-expensive-to-very-expensive-3880727

Dimensional Fund Advisors LP Sells 602,122 Shares of ON Semiconductor Corporation $ON

Dimensional Fund Advisors LP reduced its stake in ON Semiconductor Corporation by 12.8% in Q3, selling 602,122 shares and now owning 4,091,382 shares valued at $201.76 million. Other institutional investors like Private Trust Co. NA and Migdal Insurance & Financial Holdings Ltd. increased their positions. Analyst ratings for ON vary, with an average "Hold" rating and a price target of $64.19, while the company reported mixed Q3 results and authorized a $6 billion share repurchase program.

https://www.marketbeat.com/instant-alerts/filing-dimensional-fund-advisors-lp-sells-602122-shares-of-on-semiconductor-corporation-on-2026-03-09/

Analog Semiconductors Stocks Q4 Recap: Benchmarking Sensata Technologies (NYSE:ST)

This article provides a Q4 recap of analog semiconductor stocks, focusing on Sensata Technologies (NYSE:ST) and its peers. It details Sensata's revenue and EPS performance, along with insights into the "Best Q4" performer, Skyworks Solutions, and the "Weakest Q4" performer, Vishay Intertechnology. The report also briefly covers onsemi and Analog Devices, highlighting their respective Q4 results and stock performance.

https://finviz.com/news/333930/analog-semiconductors-stocks-q4-recap-benchmarking-sensata-technologies-nyse-st

ON Semiconductor Corp. (ON) Stock Sinks As Market Gains: What You Should Know

ON Semiconductor Corp. (ON) experienced a 0.23% decline in its stock price, closing at $86.58, while the broader market saw gains. This underperformance follows the company's previous closing price of $86.78, indicating a slight downward trend against positive market movements. Investors might want to examine underlying factors contributing to this disparity.

https://www.msn.com/en-us/money/topstocks/on-semiconductor-corp-on-stock-sinks-as-market-gains-what-you-should-know/ar-AA1JaD3H?apiversion=v2&noservercache=1&domshim=1&renderwebcomponents=1&wcseo=1&batchservertelemetry=1&noservertelemetry=1

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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.

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.

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.

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.

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.

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.