ON Semiconductor Corporation ($ON) Stock Forecast: Down 5.2% Today

What is ON Semiconductor Corporation?

ON Semiconductor Corporation (ON) is a leading provider of intelligent power and sensing technologies for automotive and industrial markets. The broader semiconductor industry has been experiencing a positive rally, with ON Semiconductor securing key partnerships and demonstrating strong financial performance.

Why is ON Semiconductor Corporation going down?

ON stock is down 5.2% on Apr 2, 2026 13:41

• F&V Capital Management LLC's acquisition of a significant number of ON Semiconductor shares may have initially signaled confidence in the company, but concerns over insider selling by the CEO and CFO likely contributed to bearish sentiment.
• The positive catalysts for ON Semiconductor, such as the design win with Sineng Electric and benefits from the semiconductor rally, were overshadowed by the insider selling news, leading to a bearish market movement.
• The comparison with SkyWater Technology's overvaluation despite a strong rally raises questions about ON Semiconductor's own valuation, potentially causing investors to reevaluate their positions and resulting in the bearish movement.
• Hassane El-Khoury's celebrated leadership and strategic vision for ON Semiconductor may have long-term benefits, but short-term market reactions to insider selling and valuation concerns could have driven the bearish movement today.

ON Price Chart

ON Technical Analysis

ON News

F&V Capital Management LLC Purchases Shares of 278,390 ON Semiconductor Corporation $ON

F&V Capital Management LLC recently acquired 278,390 shares of ON Semiconductor Corporation, valued at approximately $15.08 million, making it their 18th largest holding. The article highlights ON Semiconductor's positive catalysts, such as a design win with Sineng Electric and benefits from the broader semiconductor rally. However, concerns are noted regarding significant insider selling by the CEO and CFO, despite analysts maintaining a "Hold" consensus rating with a target price of $64.19.

https://www.marketbeat.com/instant-alerts/filing-fv-capital-management-llc-purchases-shares-of-278390-on-semiconductor-corporation-on-2026-04-02/

Hassane El-Khoury: Immigrant Success Story, Semiconductor Visionary, and President and CEO of Onsemi

Hassane El-Khoury, President and CEO of Onsemi, is celebrated for his transformative leadership in the semiconductor industry, guiding the company to focus on intelligent power and sensing technologies for automotive and industrial markets. His journey from war-torn Lebanon to a Fortune 500 CEO exemplifies resilience and strategic vision. Under his direction, Onsemi has significantly expanded its silicon carbide business, securing crucial partnerships and demonstrating strong financial performance, showcasing his philosophy of relentless incremental progress and long-term strategic investments.

https://www.bbntimes.com/technology/hassane-el-khoury-immigrant-success-story-semiconductor-visionary-and-president-and-ceo-of-onsemi

New Vishay EV driver lets automakers replace two chips with one

Vishay Intertechnology introduced the VODA1275 automotive-grade photovoltaic MOSFET driver, designed for 800 V+ EV/HEV systems. This new device allows automakers to replace two chips with one, boosting reliability, simplifying designs, and lowering costs due to its high open-circuit voltage and fast turn-on time. The VODA1275 also features reinforced isolation and is AEC-Q102 qualified for use in applications like pre-charge circuits, wall chargers, and battery management systems.

https://www.stocktitan.net/news/VSH/vishay-intertechnology-automotive-grade-photovoltaic-mosfet-driver-kkx2tlvhzme3.html

Is It Too Late To Consider SkyWater Technology (SKYT) After A 269.3% One-Year Rally?

This article analyzes SkyWater Technology (SKYT) after its 269.3% one-year rally, questioning whether it's still a valuable investment. Despite recent pullbacks, SKYT shows a strong year-to-date return, driven by interest in its specialized semiconductor foundry work. However, valuation checks suggest the stock is overvalued according to both Discounted Cash Flow and Price/Earnings ratio analyses, prompting an exploration of different potential narratives for its future.

https://simplywall.st/stocks/us/semiconductors/nasdaq-skyt/skywater-technology/news/e07dc4be0aa3f4d2

Is It Too Late To Consider SkyWater Technology (SKYT) After A 269.3% One-Year Rally?

SkyWater Technology (SKYT) has seen a significant 269.3% rally over the past year, prompting questions about its current valuation. Despite recent pullbacks, the stock has maintained a 16.7% year-to-date return. Simply Wall St's analysis, using discounted cash flow and P/E ratio methods, suggests the stock is currently overvalued, with a DCF model estimating an intrinsic value significantly lower than its trading price.

https://simplywall.st/stocks/us/semiconductors/nasdaq-skyt/skywater-technology/news/is-it-too-late-to-consider-skywater-technology-skyt-after-a

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ON Semiconductor Corporation Price History

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.

05.02.2026 - ON Stock was down 5.1%

• The bearish movement in ON Semiconductor Corp's stock today may be due to:
• Analyst recalibrations in the EV market impacting long-term expectations for the company.
• A 4.95% drop in the stock, potentially related to concerns about its position in the evolving EV industry.
• Despite strong financial metrics and market positioning, the valuation adjustment may have raised doubts among investors.
• Competition from companies like SkyWater Technology, which reported significant earnings growth, could have added pressure on ON Semiconductor's stock.

10.02.2026 - ON Stock was up 7.5%

• Skyworks unveiling advanced connectivity solutions at Embedded World for industrial, automotive, and data centers potentially had a positive impact on the semiconductor industry sentiment, benefiting ON Semiconductor.
• ON Semiconductor's stock evaluation revised amidst market fluctuations and a recent decline in stock price might have heightened investor interest, considering the stock potentially undervalued.
• Dimensional Fund Advisors LP's sale of ON Semiconductor shares initially caused some downward pressure on the stock. However, subsequent bullish movement indicated other investors saw an opportunity to buy ON shares at a discounted price.
• ON Semiconductor's slight stock price decline compared to broader market gains suggests minor underperformance, likely due to profit-taking or short-term market dynamics. Nevertheless, the overall bullish movement reflects strength in the company's fundamentals and market sentiment.

01.03.2026 - ON Stock was up 6.9%

• ON Semiconductor Corp. (ON) outperformed competitors and the broader market with a significant 11.25% increase, breaking a recent losing streak. This bullish movement can be attributed to several factors:
• The overall positive sentiment in the market, as evidenced by gains in the S&P 500 Index and the Dow Jones Industrial Average, likely contributed to ON's rise.
• Increased investor interest in ON Semiconductor, with notable institutional investors significantly increasing their positions in the company.
• The boost in the semiconductor sector following a strategic partnership and investment in another company could have positively impacted ON Semiconductor's stock price, reflecting the interconnected nature of the industry.

06.02.2026 - ON Stock was down 6.2%

• The stock's downturn could be linked to readjusted analyst expectations in the EV sector, which has seen a slowdown.
• Concerns may arise among investors regarding ON Semiconductor's position in power semiconductors as the EV market undergoes a shift, prompting a rethink of the company's long-term plans.
• The drop in ON's stock price may also be influenced by broader market trends and sector changes affecting semiconductor companies overall.
• Today's bearish movement in the stock reflects the uncertainty surrounding ON Semiconductor's role in the changing EV landscape, as investors ponder factors like EV demand recovery and margin growth.

30.02.2026 - ON Stock was down 5.2%

• ON Semiconductor Corp. has been facing a bearish trend due to a combination of factors such as a slight revenue miss, trade tensions between China and the U.S., and supply chain disruptions in the semiconductor industry.
• The company's valuation adjustment, with a P/E ratio of 44 and a return on equity of 10.06%, may have contributed to investor concerns and the downward pressure on the stock.
• Despite ON Semiconductor's recent gain from a U.S. government semiconductor funding initiative, the overall market sentiment, coupled with the stock's underperformance compared to competitors, has led to a continued decline in its stock price.
• The mixed financial picture, including revenue challenges and EPS beats, along with the broader sectoral decline, has created uncertainty among investors, contributing to ON Semiconductor's bearish movement.

19.01.2026 - ON Stock was down 5.4%

• The Illinois Municipal Retirement Fund's notable increase in ON Semiconductor's stake could have initially shown confidence in the company. However, subsequent bearish movement might be linked to profit-taking post the CEO and CFO's insider selling.
• The favorable Q4 earnings report and the disclosure of a $6 billion stock buyback program likely uplifted investor sentiment initially. Nonetheless, the mixed analyst consensus rating and average price target might have caused some uncertainty, leading to profit-taking.
• Comparing ON Semiconductor to Texas Instruments in terms of growth and future prospects emphasizes its position in high-growth sectors. Nevertheless, market dynamics and investor sentiment could have influenced the bearish movement despite the positive long-term outlook for the company.

25.02.2026 - ON Stock was up 6.6%

• The recent increase in ON Semiconductor Corp's stock value is linked to the growing need for its power management chips, specifically fueled by the rise in AI technology investments.
• Investor confidence in the semiconductor industry, including companies like ON, received a boost following the announcement of a $4 trillion consortium plan by the Trump administration aimed at securing semiconductor supply chains.
• Despite challenges related to inventory cycles and market competition, ON's emphasis on meeting the demand for AI chips and potential advantages from the investment plan have contributed to its positive stock performance.
• Observing how ON Semiconductor Corp handles its inventory cycles and leverages the surge in AI chip demand will be crucial for investors tracking its continued bullish trajectory in the market.

27.02.2026 - ON Stock was down 5.3%

• The stock of ON Semiconductor Corp. (ON) decreased by 3.53% to $60.87, breaking a three-day winning streak, amidst a generally negative trading day for the stock market.
• Despite the daily loss, it still managed to outperform its competitors.
• The bearish movement in ON Semiconductor Corp. (ON) could be attributed to market softness and gross margin pressures, despite the company's recent positive performance.
• The valuation adjustment in the Electronics & Appliances sector, as seen with Kimball Electronics, might have also influenced market sentiment towards semiconductor companies like ON Semiconductor Corp. (ON).

27.02.2026 - ON Stock was down 5.0%

• Vanguard's 0% stake disclosure in ON Semiconductor possibly triggered a bearish sentiment among investors, indicating a lack of confidence from a major institutional investor.
• Overvaluation concerns about Navitas Semiconductor (NVTS) could have negatively influenced the semiconductor industry, impacting ON Semiconductor's stock price.
• Despite outperforming competitors in losses, ON Semiconductor faced challenges due to the overall market decline, market softness, and gross margin pressures.
• ON Semiconductor's underperformance compared to competitors, despite daily gains, led to a perception of relative weakness in the stock, contributing to selling pressure and a bearish movement.

02.03.2026 - ON Stock was down 5.2%

• F&V Capital Management LLC's acquisition of a significant number of ON Semiconductor shares may have initially signaled confidence in the company, but concerns over insider selling by the CEO and CFO likely contributed to bearish sentiment.
• The positive catalysts for ON Semiconductor, such as the design win with Sineng Electric and benefits from the semiconductor rally, were overshadowed by the insider selling news, leading to a bearish market movement.
• The comparison with SkyWater Technology's overvaluation despite a strong rally raises questions about ON Semiconductor's own valuation, potentially causing investors to reevaluate their positions and resulting in the bearish movement.
• Hassane El-Khoury's celebrated leadership and strategic vision for ON Semiconductor may have long-term benefits, but short-term market reactions to insider selling and valuation concerns could have driven the bearish movement today.

31.02.2026 - ON Stock was up 5.3%

• Significant increase in stake by Allspring Global Investments Holdings LLC and other major institutional investors resulting in a bullish movement in ON Semiconductor's stock.
• Positive market movement driven by analysts' projections of earnings and revenue growth in the upcoming fiscal years despite recent stock price declines.
• Recent stock underperformance and valuation adjustments potentially creating a buying opportunity for investors interested in the company's long-term growth potential.
• Despite some mixed financial results, including a slight revenue miss but beating EPS expectations, the overall outlook for ON Semiconductor remains positive, contributing to the bullish momentum in the current trading session.