Equities Analysts Issue Forecasts for Onsemi Q1 Earnings

Onsemi (NASDAQ:ON) – Stock analysts at B. Riley issued their Q1 2026 earnings per share (EPS) estimates for shares of Onsemi in a note issued to investors on Wednesday, October 23rd. B. Riley analyst C. Ellis forecasts that the semiconductor company will earn $1.32 per share for the quarter. The consensus estimate for Onsemi’s current full-year earnings is $4.01 per share. B. Riley also issued estimates for Onsemi’s Q2 2026 earnings at $1.42 EPS.

A number of other research analysts have also recently weighed in on the stock. Bank of America lifted their price objective on shares of Onsemi from $80.00 to $90.00 and gave the company a “buy” rating in a report on Tuesday, July 30th. Morgan Stanley downgraded shares of Onsemi from an “equal weight” rating to an “underweight” rating and dropped their price target for the stock from $70.00 to $65.00 in a research note on Thursday, July 11th. Roth Mkm increased their price objective on Onsemi from $90.00 to $100.00 and gave the company a “buy” rating in a research note on Tuesday, July 30th. Benchmark boosted their target price on Onsemi from $80.00 to $90.00 and gave the stock a “buy” rating in a research note on Tuesday, July 30th. Finally, Mizuho set a $85.00 price target on Onsemi in a research report on Friday, October 18th. Three research analysts have rated the stock with a sell rating, seven have assigned a hold rating and fifteen have assigned a buy rating to the company. Based on data from MarketBeat, Onsemi presently has a consensus rating of “Hold” and a consensus target price of $85.74.

Onsemi Stock Performance

Shares of Onsemi stock opened at $71.25 on Friday. The company has a debt-to-equity ratio of 0.31, a current ratio of 3.01 and a quick ratio of 1.95. The stock has a market capitalization of $30.65 billion, a price-to-earnings ratio of 14.54, a price-to-earnings-growth ratio of 3.57 and a beta of 1.65. The business has a 50-day moving average of $71.63 and a 200 day moving average of $71.39. Onsemi has a 12 month low of $59.34 and a 12 month high of $86.77.

Onsemi (NASDAQ:ON) last announced its earnings results on Monday, July 29th. The semiconductor company reported $0.96 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.92 by $0.04. Onsemi had a return on equity of 25.48% and a net margin of 24.84%. The company had revenue of $1.74 billion for the quarter, compared to analyst estimates of $1.73 billion. During the same quarter in the previous year, the company earned $1.33 earnings per share. The firm’s quarterly revenue was down 17.2% compared to the same quarter last year.

Hedge Funds Weigh In On Onsemi

Large investors have recently modified their holdings of the business. Iridian Asset Management LLC CT grew its stake in shares of Onsemi by 23.1% during the 3rd quarter. Iridian Asset Management LLC CT now owns 90,709 shares of the semiconductor company’s stock worth $6,586,000 after purchasing an additional 17,020 shares during the period. First Trust Direct Indexing L.P. boosted its holdings in Onsemi by 4.5% during the third quarter. First Trust Direct Indexing L.P. now owns 13,996 shares of the semiconductor company’s stock worth $1,016,000 after buying an additional 609 shares in the last quarter. China Universal Asset Management Co. Ltd. grew its position in Onsemi by 110.0% during the third quarter. China Universal Asset Management Co. Ltd. now owns 5,433 shares of the semiconductor company’s stock worth $394,000 after buying an additional 2,846 shares during the period. Nisa Investment Advisors LLC increased its holdings in Onsemi by 24.2% in the third quarter. Nisa Investment Advisors LLC now owns 42,028 shares of the semiconductor company’s stock valued at $3,052,000 after buying an additional 8,182 shares in the last quarter. Finally, Custom Index Systems LLC lifted its position in shares of Onsemi by 5.9% during the 3rd quarter. Custom Index Systems LLC now owns 7,633 shares of the semiconductor company’s stock valued at $554,000 after acquiring an additional 425 shares during the period. 97.70% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Onsemi

In other Onsemi news, insider Simon Keeton sold 30,939 shares of the company’s stock in a transaction that occurred on Wednesday, July 31st. The stock was sold at an average price of $77.94, for a total transaction of $2,411,385.66. Following the completion of the sale, the insider now directly owns 231,092 shares of the company’s stock, valued at $18,011,310.48. This represents a 0.00 % decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. In other news, CEO Hassane El-Khoury sold 1,500 shares of Onsemi stock in a transaction dated Tuesday, October 15th. The shares were sold at an average price of $72.71, for a total value of $109,065.00. Following the sale, the chief executive officer now owns 839,210 shares of the company’s stock, valued at $61,018,959.10. The trade was a 0.00 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Simon Keeton sold 30,939 shares of the stock in a transaction dated Wednesday, July 31st. The stock was sold at an average price of $77.94, for a total transaction of $2,411,385.66. Following the transaction, the insider now directly owns 231,092 shares of the company’s stock, valued at $18,011,310.48. This represents a 0.00 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders have sold 33,939 shares of company stock worth $2,626,651. 0.31% of the stock is owned by company insiders.

About Onsemi

onsemi is engaged in disruptive innovations and also a supplier of power and analog semiconductors. The firm offers vehicle electrification and safety, sustainable energy grids, industrial automation, and 5G and cloud infrastructure, with a focus on automotive and industrial end-markets. It operates through the following segments: Power Solutions Group, Advanced Solutions Group, and Intelligent Sensing Group.