Mizuho Lowers onsemi (NASDAQ:ON) Price Target to $125.00

onsemi (NASDAQ:ON) had its price target reduced by investment analysts at Mizuho from $150.00 to $125.00 in a report issued on Wednesday,Benzinga reports. The brokerage presently has an “outperform” rating on the semiconductor company’s stock. Mizuho’s price objective would indicate a potential upside of 32.22% from the company’s previous close.

ON has been the subject of several other reports. Bank of America increased their target price on onsemi from $115.00 to $138.00 and gave the company a “buy” rating in a research report on Tuesday, May 26th. Weiss Ratings reiterated a “sell (d+)” rating on shares of onsemi in a report on Wednesday, April 29th. JPMorgan Chase & Co. lifted their target price on shares of onsemi from $70.00 to $100.00 and gave the stock a “neutral” rating in a research report on Tuesday, May 5th. Susquehanna upped their price target on shares of onsemi from $120.00 to $140.00 and gave the company a “positive” rating in a research report on Friday. Finally, Roth Mkm reaffirmed a “buy” rating on shares of onsemi in a research note on Tuesday, May 5th. One investment analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, fifteen have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $101.77.

onsemi Price Performance

Shares of NASDAQ:ON opened at $94.54 on Wednesday. onsemi has a one year low of $44.56 and a one year high of $134.92. The company has a debt-to-equity ratio of 0.41, a current ratio of 4.87 and a quick ratio of 3.14. The company has a market cap of $37.05 billion, a price-to-earnings ratio of 67.05, a PEG ratio of 0.79 and a beta of 1.97. The firm has a 50 day simple moving average of $111.07 and a 200 day simple moving average of $79.50.

onsemi (NASDAQ:ON) last announced its quarterly earnings results on Monday, May 4th. The semiconductor company reported $0.64 EPS for the quarter, beating analysts’ consensus estimates of $0.61 by $0.03. onsemi had a return on equity of 12.79% and a net margin of 9.46%.The company had revenue of $1.51 billion during the quarter, compared to analysts’ expectations of $1.49 billion. During the same period in the prior year, the company earned $0.55 EPS. onsemi’s revenue was up 4.7% compared to the same quarter last year. onsemi has set its Q2 2026 guidance at 0.650-0.770 EPS. Research analysts predict that onsemi will post 3.09 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, CFO Trent Thad sold 30,000 shares of onsemi stock in a transaction on Thursday, April 23rd. The shares were sold at an average price of $93.00, for a total transaction of $2,790,000.00. Following the completion of the transaction, the chief financial officer owned 301,194 shares of the company’s stock, valued at $28,011,042. This trade represents a 9.06% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.35% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On onsemi

Several institutional investors and hedge funds have recently made changes to their positions in the business. CVA Family Office LLC increased its stake in shares of onsemi by 83.7% in the 4th quarter. CVA Family Office LLC now owns 472 shares of the semiconductor company’s stock valued at $26,000 after acquiring an additional 215 shares in the last quarter. Root Financial Partners LLC increased its holdings in shares of onsemi by 42.1% during the fourth quarter. Root Financial Partners LLC now owns 503 shares of the semiconductor company’s stock valued at $27,000 after acquiring an additional 149 shares in the last quarter. DV Equities LLC acquired a new position in shares of onsemi during the fourth quarter worth approximately $30,000. Ascentis Independent Advisors acquired a new position in shares of onsemi during the first quarter worth approximately $36,000. Finally, SHP Wealth Management bought a new position in shares of onsemi in the 4th quarter worth $32,000. Institutional investors own 97.70% of the company’s stock.

Key Stories Impacting onsemi

Here are the key news stories impacting onsemi this week:

• Negative Sentiment: onsemi agreed to acquire Synaptics in an all-stock transaction worth roughly $7 billion, a large deal that sparked a sell-off as investors weighed dilution, integration risk, and deal complexity. onsemi agrees to buy Synaptics for about $7B
• Negative Sentiment: Market commentary and analyst notes suggest the acquisition may be seen as a sharp strategic pivot, contributing to the stock’s weakness despite the long-term physical AI opportunity. Chipmaker’s biggest-ever deal triggers brutal sell-off
• Neutral Sentiment: Analysts and investor commentary say the combined company could be positioned to benefit from robotics and physical AI trends, which may help support the strategic rationale over time. onsemi’s $7B Synaptics Acquisition Positions The Combined Company For The Robotics Inflection
• Neutral Sentiment: Another note highlights the deal as a move deeper into the physical AI narrative, reinforcing that the long-term thesis is still intact even if the stock is under pressure near-term. onsemi: Pushing Further Into The Physical AI Narrative With Synaptics

onsemi Company Profile

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. The Power Solutions Group segment offers discrete, module, and semiconductor products that perform multiple application functions, including power switching, power conversion, signal conditioning, circuit protection, signal amplification, and voltage reference functions.