Recent Stock Movement: ON Semiconductor (ON) has been a topic of discussion on X lately, with its stock showing slight gains recently, closing at $49.64 after a 2.8% uptick. Many users are noting the stock’s year-to-date decline of around 18%, sparking debates about its potential for recovery. The volatility, with a 4.4% rise over the past week, keeps the conversation active.
Analyst and Investor Interest: Posts on X also highlight renewed interest following analyst upgrades and a significant new investment by a major institutional player. Some users are optimistic about long-term growth prospects in the semiconductor space, while others remain cautious due to ongoing market challenges. This blend of hope and skepticism fuels engaging discussions.
Note: This discussion summary was generated from an AI condensation of post data.
ON Semiconductor Insider Trading Activity
ON Semiconductor insiders have traded $ON stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $ON stock by insiders over the last 6 months:
- HASSANE EL-KHOURY (CEO & President) sold 15,000 shares for an estimated $768,259
- ALAN CAMPBELL sold 5,371 shares for an estimated $274,780
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
ON Semiconductor Revenue
ON Semiconductor had revenues of $1.6B in Q3 2025. This is a decrease of -11.98% from the same period in the prior year.
You can track ON financials on Quiver Quantitative's ON stock page.
ON Semiconductor Hedge Fund Activity
We have seen 368 institutional investors add shares of ON Semiconductor stock to their portfolio, and 469 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC added 4,444,010 shares (+8.0%) to their portfolio in Q3 2025, for an estimated $219,134,133
- BLACKROCK, INC. removed 3,794,829 shares (-8.6%) from their portfolio in Q3 2025, for an estimated $187,123,017
- AMERIPRISE FINANCIAL INC removed 3,499,786 shares (-28.7%) from their portfolio in Q3 2025, for an estimated $172,574,447
- TWO SIGMA INVESTMENTS, LP added 3,240,375 shares (+636.1%) to their portfolio in Q3 2025, for an estimated $159,782,891
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 3,013,008 shares (+83.2%) to their portfolio in Q3 2025, for an estimated $148,571,424
- WORLDQUANT MILLENNIUM ADVISORS LLC added 2,674,857 shares (+631.8%) to their portfolio in Q3 2025, for an estimated $131,897,198
- BARCLAYS PLC removed 2,497,537 shares (-34.2%) from their portfolio in Q3 2025, for an estimated $123,153,549
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
ON Semiconductor Analyst Ratings
Wall Street analysts have issued reports on $ON in the last several months. We have seen 7 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- TD Cowen issued a "Buy" rating on 11/04/2025
- Susquehanna issued a "Positive" rating on 08/05/2025
- Benchmark issued a "Buy" rating on 08/05/2025
- Needham issued a "Buy" rating on 08/04/2025
- Wells Fargo issued a "Overweight" rating on 07/16/2025
- Mizuho issued a "Outperform" rating on 06/26/2025
- Roth Capital issued a "Buy" rating on 06/17/2025
To track analyst ratings and price targets for ON Semiconductor, check out Quiver Quantitative's $ON forecast page.
ON Semiconductor Price Targets
Multiple analysts have issued price targets for $ON recently. We have seen 20 analysts offer price targets for $ON in the last 6 months, with a median target of $56.0.
Here are some recent targets:
- Joseph Moore from Morgan Stanley set a target price of $56.0 on 11/24/2025
- Joshua Buchalter from TD Cowen set a target price of $60.0 on 11/04/2025
- Kevin Cassidy from Rosenblatt set a target price of $50.0 on 11/04/2025
- Tristan Gerra from Baird set a target price of $56.0 on 11/04/2025
- William Stein from Truist Securities set a target price of $51.0 on 11/04/2025
- Pradeep Ramani from UBS set a target price of $55.0 on 10/27/2025
- Vivek Arya from B of A Securities set a target price of $52.0 on 09/05/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
