ON Semiconductor Corporation ($ON) Stock Forecast: Down 5.0% Today

What is ON Semiconductor Corporation?

ON Semiconductor (NASDAQ: ON) is a semiconductor company specializing in power management and connectivity solutions for industries such as automotive, communications, and industrial.

Why is ON Semiconductor Corporation going down?

ON stock is down 5.0% on Dec 4, 2025 20:46

• ON Semiconductor's stock experienced a noticeable decline despite favorable developments and institutional investments.
• Earlier, the stock had shown considerable growth driven by an ambitious expansion strategy, collaborations, and strong quarterly performance.
• The recent decline may be linked to investors taking profits following a period of significant price increases.
• Notwithstanding the recent dip, ON Semiconductor's fundamental strengths point to a promising growth trajectory within the semiconductor sector.

ON Price Chart

ON Technical Analysis

ON News

ON Semiconductor (NASDAQ:ON) Shares Up 6.3% - Time to Buy?

ON Semiconductor (NASDAQ:ON) shares climbed 6.3% during mid-day trading with light volume. The company's board has authorized a $6.00 billion share repurchase plan, signaling management believes the stock is undervalued. While ON beat Q3 estimates, analysts maintain a "Hold" consensus with an average price target of $59.12.

https://www.marketbeat.com/instant-alerts/on-semiconductor-nasdaqon-shares-up-63-time-to-buy-2025-12-03/

ON Semiconductor Corp. Stock Rises 11.0%, Outperforms Peers

ON Semiconductor Corp. saw its stock rise by 11.0%, outperforming its peers, according to a report from Dow Jones. The article also mentions Unity Software's fourth-quarter financial results, where the company reported a 35% year-over-year revenue increase to $609 million, exceeding estimates, despite a quarterly loss of 66 cents per share.

https://news.futunn.com/en/post/65760538/on-semiconductor-corp-stock-rises-11-0-outperforms-peers

ON Semiconductor (ON) Soars 11% on Aggressive Expansion Plan

ON Semiconductor Corp. (NASDAQ:ON) saw its stock jump 11.01% after announcing a partnership with Innoscience to scale up the production of gallium nitride (GaN) power devices. This collaboration targets the $2.9 billion GaN market, aiming to expand its adoption across various sectors including robotics, automotive, telecommunications, and AI data centers. The company believes this partnership will overcome previous cost and supply constraints, allowing for broader GaN integration in mainstream power applications.

https://www.insidermonkey.com/blog/on-semiconductor-on-soars-11-on-aggressive-expansion-plan-1654980/

Channing Capital Management LLC Acquires Shares of 167,140 ON Semiconductor Corporation $ON

Channing Capital Management LLC has acquired 167,140 shares of ON Semiconductor Corporation, valued at approximately $8.76 million, establishing a new position in Q2. Other institutional investors like Norges Bank and State of Alaska Department of Revenue also increased their stakes, bringing institutional ownership to nearly 97.7%. ON Semiconductor recently beat quarterly earnings estimates and authorized a significant $6.0 billion share buyback program, signaling confidence in its valuation.

https://www.marketbeat.com/instant-alerts/filing-channing-capital-management-llc-acquires-shares-of-167140-on-semiconductor-corporation-on-2025-12-04/

Edgestream Partners L.P. Makes New Investment in ON Semiconductor Corporation $ON

Edgestream Partners L.P. has initiated a new position in ON Semiconductor Corporation (NASDAQ:ON) by purchasing 78,276 shares valued at approximately $4.102 million during Q2. This investment highlights continued institutional interest, with other firms also adjusting their holdings. The article further details analyst ratings, stock performance, and ON Semiconductor's recent earnings and a significant share buyback announcement.

https://www.marketbeat.com/instant-alerts/filing-edgestream-partners-lp-makes-new-investment-in-on-semiconductor-corporation-on-2025-12-04/

Trending Today

ON Semiconductor Corporation Price History

14.10.2025 - ON Stock was down 5.2%

• The increase in short interest indicates a growing number of investors betting against ON Semiconductor's stock.
• The rise in shares sold short could be due to concerns about the company's future performance or market conditions.
• This negative sentiment likely contributed to the bearish movement in ON's stock price today.

22.09.2025 - ON Stock was down 5.9%

• Analysts' estimates foresee a decline in ON Semiconductor Corp.'s earnings, potentially impacting the stock negatively.
• The absence of anticipated positive earnings results may have spurred investors to sell off ON shares.
• Concerns over lower earnings expectations could have led investors to divest their holdings in ON stock.
• The downbeat earnings forecast could have overshadowed any positive company developments, resulting in a decline in the stock price.

19.10.2025 - ON Stock was up 5.5%

• The stock of ON Semiconductor had a strong bullish movement today, despite a slight decrease in the current session.
• The positive performance over the past 10 years, outperforming the market by 3.95% annually, could have contributed to investor confidence and buying interest.
• The increase in short interest may have led to a short squeeze scenario, where short sellers rushed to cover their positions, driving the stock price higher.
• Overall, the combination of long-term outperformance, market capitalization, and short interest dynamics likely fueled the bullish movement in ON Semiconductor's stock today.

10.09.2025 - ON Stock was down 5.1%

• The stock of ON Semiconductor Corp. (ON) experienced a significant bearish movement today, underperforming the broader market.
• Despite its historical outperformance over the past decade, with an average annual return of 16.94%, today's decline indicates a short-term setback for investors.
• The negative market sentiment towards ON Semiconductor could be attributed to broader market fluctuations or company-specific factors affecting investor confidence in the short term.
• Investors may need to closely monitor any upcoming announcements or developments from ON Semiconductor to assess the potential impact on its stock performance in the near future.

03.10.2025 - ON Stock was up 3.2%

• ON Semiconductor experienced a strong bullish movement today.
• The upcoming Q3 earnings report is anticipated to show demand stabilization and gains from the Treo platform, despite margin pressure.
• Unusual options activity on ON Semiconductor indicates increased investor interest and potential bullish sentiment.
• The market may be reacting positively to the company's performance expectations and strategic developments, leading to the bullish movement in the stock price.

03.11.2025 - ON Stock was up 10.7%

• ON Semiconductor's collaboration with Innoscience to increase GaN power device production has drawn investor optimism, contributing to the bullish market movement.
• Strong third-quarter earnings and a $6 billion share repurchase program have boosted investor confidence in ON Semiconductor's growth prospects.
• ON Semiconductor's strategic moves, including the partnership with Innoscience and positive financial performance, have attracted institutional investors like Norges Bank, which recently made a significant investment in the company.
• The company's emphasis on expanding presence in AI-related applications and other key markets through innovative collaborations and product developments has positioned ON Semiconductor well for future growth, leading to an increase in the stock price.

03.11.2025 - ON Stock was up 7.0%

• ON Semiconductor experienced a notable uptrend in its stock today which was influenced by favorable developments and market sentiment:
• An increase in holdings by Prudential Financial Inc. was observed following ON Semiconductor outperforming Q3 earnings expectations and offering optimistic Q4 guidance.
• Norges Bank introduced a new position in ON Semiconductor after the company's board sanctioned a sizable $6.0 billion stock repurchase plan, reflecting a positive outlook on the company's future performance.
• Investor confidence in ON Semiconductor's growth prospects was further enhanced by its partnership with Innoscience to expand production of GaN power devices for a targeted $2.9 billion market by 2030.
• While some institutional investors such as Schroder Investment Management Group and Distillate Capital Partners LLC reduced their investments in the company, overall optimism and positive developments drove the bullish trend in ON Semiconductor's stock today.

03.11.2025 - ON Stock was up 10.7%

• ON Semiconductor's bullish movement today can be attributed to a combination of positive factors:
• Surpassing Q3 earnings per share and revenue estimates, showcasing strong financial performance.
• Norges Bank initiated a new investment in the company, acquiring a significant stake and demonstrating confidence in ON Semiconductor's future prospects.
• Approval of a substantial $6.0 billion stock buyback program by the company's board, signaling management's belief in the company's value and potential for growth.
• Collaboration with Innoscience to explore GaN power devices production for a projected $2.9 billion market by 2030 could have sparked investor optimism about future revenue streams and technological advancements.

04.10.2025 - ON Stock was down 4.5%

• The bearish trend in ON Semiconductor's stock is driven by several factors:
• The company faced margin contraction despite surpassing Q3 earnings and revenue expectations due to increased costs.
• Quarterly revenues declined by 12% year-on-year, possibly leading to concerns about future growth.
• The semiconductor industry's overall negative trajectory could be influencing market sentiment towards ON Semiconductor.
• Investors may be apprehensive about the company's growth prospects given challenges in the chip market and margin pressures.

23.09.2025 - ON Stock was down 5.6%

• ON Semiconductor Corp. (ON) experienced a significant bearish movement today, closing 5.72% lower than the previous trading session.
• Analysts are estimating a decline in earnings for ON Semiconductor Corp., which could have contributed to the bearish market movement.
• The lack of the right combination of key ingredients for a likely earnings beat in the upcoming report may have raised concerns among investors, leading to the stock's decline.
• Investors are advised to closely monitor the company's earnings report and its impact on future performance before making any investment decisions.

05.10.2025 - ON Stock was up 5.1%

• Q3 earnings of ON Semiconductor exceeded expectations, with a rise in revenues compared to the previous year, showcasing robust financial performance.
• Following the encouraging earnings results, the company's stock saw an increase, indicating investor confidence in its future growth.
• Despite a slight drop in quarterly revenue, ON Semiconductor is capitalizing on the expansion of AI technology and a steady chip market, fueling the positive movement in its stock value.
• The market's favorable response to ON Semiconductor's earnings and growth outlook implies investor optimism regarding the company's resilience in dealing with challenges like narrowing margins and increased expenses.

04.11.2025 - ON Stock was down 5.0%

• ON Semiconductor's stock experienced a noticeable decline despite favorable developments and institutional investments.
• Earlier, the stock had shown considerable growth driven by an ambitious expansion strategy, collaborations, and strong quarterly performance.
• The recent decline may be linked to investors taking profits following a period of significant price increases.
• Notwithstanding the recent dip, ON Semiconductor's fundamental strengths point to a promising growth trajectory within the semiconductor sector.