Technical Breakout Signals: Market observers on social media have highlighted ON Semiconductor's recent chart patterns, noting a potential higher low near 68 and positioning above key moving averages with increasing volume. Some point to a possible confirmation above 86.50 as a catalyst for further gains toward July pivots. Others emphasize the stock's resilience amid broader semiconductor volatility.
Analyst Optimism Builds: Discussions frequently reference attractive forward valuations and expected upside in the sector, with participants sharing views on design wins in automotive and industrial applications. Several note the absence of sell ratings and potential for significant returns if earnings trends hold. Attention also turns to upcoming reports that could validate these projections.
Sector Context Influences: Broader conversations tie the ticker to electrification trends and supply chain dynamics, with traders monitoring for dips as entry points. The overall tone reflects cautious enthusiasm for the company's positioning in high-growth areas.
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 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $ON stock by insiders over the last 6 months:
- TRENT THAD (Exec VP & CFO) has made 0 purchases and 3 sales selling 90,000 shares for an estimated $8,190,000.
- SUDHIR GOPALSWAMY (Group President, AMG & ISG) sold 15,578 shares for an estimated $1,246,240
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
ON Semiconductor Revenue
ON Semiconductor had revenues of $1.6B in Q2 2026. This is an increase of 9.18% from the same period in the prior year.
You can track ON financials on Quiver Quantitative's ON stock page.
You can access data on ON stock through the Quiver Quantitative API.
ON Semiconductor Hedge Fund Activity
We have seen 529 institutional investors add shares of ON Semiconductor stock to their portfolio, and 382 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 10,129,250 shares (+inf%) to their portfolio in Q2 2026, for an estimated $957,619,295
- SLATE PATH CAPITAL LP removed 6,529,477 shares (-83.7%) from their portfolio in Q2 2026, for an estimated $617,296,755
- JERICHO CAPITAL ASSET MANAGEMENT L.P. added 4,881,237 shares (+inf%) to their portfolio in Q2 2026, for an estimated $461,472,145
- ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC removed 3,033,710 shares (-49.7%) from their portfolio in Q2 2026, for an estimated $286,806,943
- JANE STREET GROUP, LLC added 2,732,180 shares (+918.1%) to their portfolio in Q2 2026, for an estimated $258,300,297
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 2,724,303 shares (+inf%) to their portfolio in Q2 2026, for an estimated $257,555,605
- SACHEM HEAD CAPITAL MANAGEMENT LP removed 1,945,000 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $183,880,300
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
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 $115.0.
Here are some recent targets:
- Christopher Rolland from Susquehanna set a target price of $150.0 on 07/09/2026
- Vijay Rakesh from Mizuho set a target price of $125.0 on 07/01/2026
- C.J. Muse from Cantor Fitzgerald set a target price of $110.0 on 06/29/2026
- Mark Lipacis from Evercore ISI Group set a target price of $137.0 on 06/26/2026
- N. Quinn Bolton from Needham set a target price of $130.0 on 06/26/2026
- Craig Ellis from B. Riley Securities set a target price of $135.0 on 06/26/2026
- Tore Svanberg from Stifel set a target price of $107.0 on 06/24/2026
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.
