ON Semiconductor Corporation ($ON) Stock Forecast: Up 5.0% Today

What is ON Semiconductor Corporation?

ON Semiconductor Corporation (ON) is a semiconductor solutions provider with a wide range of energy-efficient power and signal management, logic, discrete, and custom devices. The semiconductor industry is currently experiencing favorable market sentiment due to growing demand for technology products and advancements in various sectors.

Why is ON Semiconductor Corporation going up?

ON stock is up 5.0% on Feb 11, 2026 20:01

• 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.

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Eaton Corporation stock hits all-time high at 399.71 USD

Eaton Corporation's stock has reached an all-time high of $399.71 USD, boasting a market capitalization of $154 billion. Despite indicators suggesting the stock may be overbought with a P/E ratio of 36.34, the company demonstrated robust growth with a 28.47% increase over the past year and maintained dividend payments for 55 consecutive years. This milestone follows a slight Q4 2025 EPS beat and a recent price target increase from Bernstein, though 2026 guidance was below expectations.

https://www.investing.com/news/company-news/eaton-corporation-stock-hits-alltime-high-at-39971-usd-93CH-4500271

Onsemi Is Near a Breakout-And Free Cash Flow Could Fuel It

Onsemi's stock experienced mixed reactions to its Q4 2025 earnings, but the company's strong free cash flow and balance sheet positioning for accelerated buybacks are key drivers for future growth. The company is poised for a business inflection with expected revenue and earnings acceleration throughout 2026, supported by margin improvements and a firming analyst sentiment. While institutions pose a potential risk, the stock is building support for a reversal, nearing critical resistance levels.

https://finviz.com/news/307120/onsemi-is-near-a-breakout-and-free-cash-flow-could-fuel-it

ProShare Advisors LLC Sells 131,877 Shares of ON Semiconductor Corporation $ON

ProShare Advisors LLC reduced its stake in ON Semiconductor Corporation (NASDAQ:ON) by 18.6% in the third quarter, selling 131,877 shares and bringing its total holdings to 577,722 shares valued at $28,487,000. Other institutional investors also adjusted their positions in ON Semiconductor, with significant purchases from Norges Bank, Rafferty Asset Management LLC, and M&G PLC. The article also notes recent positive developments for ON Semiconductor, including strong financial results, a share repurchase program, and a consensus "Hold" rating from analysts.

https://www.marketbeat.com/instant-alerts/filing-proshare-advisors-llc-sells-131877-shares-of-on-semiconductor-corporation-on-2026-02-11/

Maintained Buy: Deutsche Bank, Needham on ON Semiconductor Corporation (ON) Feb 2026

Deutsche Bank and Needham maintained their "Buy" ratings on ON Semiconductor Corporation (ON) on February 10, 2026, and raised their respective price targets to $75 and $72. This indicates continued analyst confidence in ON's market position and future revenue potential, despite a negative short-term market reaction that day. Meyka AI also assigned ON a B+ grade, suggesting positive medium-term fundamentals.

https://meyka.com/blog/maintained-buy-deutsche-bank-needham-on-on-semiconductor-corporation-on-feb-2026-1102/

JPMorgan Chase & Co. Issues Positive Forecast for ON Semiconductor (NASDAQ:ON) Stock Price

JPMorgan Chase & Co. raised its price target for ON Semiconductor (NASDAQ:ON) from $56 to $70, maintaining a "neutral" rating despite the company reporting mixed Q4 results with a slight EPS beat but an 11% revenue decline year-over-year. The semiconductor company also announced a $6.0 billion share repurchase program and record free cash flow for 2025, which may support shareholder returns amid near-term revenue and margin pressures. Analyst sentiment remains divided, leading to a MarketBeat consensus "Hold" rating with an average target of $63.23.

https://www.marketbeat.com/instant-alerts/jpmorgan-chase-co-issues-positive-forecast-for-on-semiconductor-nasdaqon-stock-price-2026-02-10/

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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.

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.

04.11.2025 - ON Stock was down 5.0%

• ON Semiconductor's stock experienced a noticeable decline despite favorable developments and institutional investments.
• Earlier, the stock had shown considerable growth driven by an ambitious expansion strategy, collaborations, and strong quarterly performance.
• The recent decline may be linked to investors taking profits following a period of significant price increases.
• Notwithstanding the recent dip, ON Semiconductor's fundamental strengths point to a promising growth trajectory within the semiconductor sector.

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.