ON Semiconductor Corporation ($ON) Stock Forecast: Down 6.2% Today

What is ON Semiconductor Corporation?

ON Semiconductor (ON) specializes in power and industrial chips, especially silicon carbide, with a focus on the EV market. The stock witnessed a significant bearish movement recently.

Why is ON Semiconductor Corporation going down?

ON stock is down 6.2% on Mar 6, 2026 15:21

• 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.

ON Price Chart

ON Technical Analysis

ON News

First Solar Stock Has Fallen 21%, Time to Enter?

First Solar (FSLR) stock has recently fallen by 21.1% in less than a month, prompting the question of whether this dip presents a buying opportunity. Historically, FSLR has shown a median 12-month return of 2.4% after sharp dips, with peak returns reaching 48%. The article suggests that FSLR passes basic financial quality checks, making dip-buying a potentially viable strategy for this stock.

https://www.trefis.com/stock/fslr/articles2/592469/first-solar-stock-has-fallen-21-time-to-enter/2026-03-06

Royal Bank of Canada announces annual meeting and proxy materials distribution

Royal Bank of Canada (NYSE:RY, TSX:RY) has announced that it mailed the Notice of Annual Meeting of Common Shareholders and Management Proxy Circular, dated February 10, 2026, to its common shareholders. The bank also distributed the form of proxy and notice regarding the availability of meeting materials. The company’s stock, RY, is currently trading at $60.43, boasting a 34.5% return over the past year, and InvestingPro analysis suggests it is undervalued.

https://www.investing.com/news/sec-filings/royal-bank-of-canada-announces-annual-meeting-and-proxy-materials-distribution-93CH-4544968

Coherent Surges 325% in a Year: How Should Investors Play the Stock?

Coherent Corp. (COHR) has seen a remarkable 324.7% stock price increase over the past year, significantly outperforming competitors and market indices. This surge is attributed to strong growth in its datacenter & communications segment, diverse product lines, and a robust balance sheet. Analysts expect continued revenue and EPS growth for Coherent, leading to a "Buy" recommendation.

https://finviz.com/news/331233/coherent-surges-325-in-a-year-how-should-investors-play-the-stock

New STM32C5 chip aims to power cheaper, smarter everyday devices

STMicroelectronics has launched its new STM32C5 series of entry-level microcontrollers, built on a 40 nm process with Arm Cortex-M33 cores. These MCUs offer enhanced performance, security features, and a wide operating temperature range, targeting cost-sensitive smart devices in industrial and consumer markets. Priced from $0.64 in high volumes, the STM32C5 aims to redefine value and performance for everyday smart electronics.

https://www.stocktitan.net/news/STM/st-microelectronics-new-stm32-series-redefines-entry-level-kdp2hursz6hb.html

ON Semiconductor Stock: What Wall Street Just Changed for 2025 EV Bets

ON Semiconductor (ON) is navigating a challenging EV market with recalibrated analyst expectations. While the EV cycle has cooled, analysts are refining models rather than abandoning the long-term strategy around power and industrial chips, particularly silicon carbide. Investors are evaluating whether ON is a temporary casualty of the EV reset or a mispriced leader in power semiconductors, with its future tied to factors like EV demand recovery, margin expansion, and free cash flow generation.

https://www.ad-hoc-news.de/boerse/news/ueberblick/on-semiconductor-stock-what-wall-street-just-changed-for-2025-ev-bets/68636438

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ON Semiconductor Corporation Price History

29.00.2026 - ON Stock was down 5.1%

• A notable institution, Great Lakes Advisors LLC, decreased its stake in ON Semiconductor by 4.3%, selling 15,705 shares.
• In contrast, another institution, J. Safra Sarasin Holding AG, significantly increased its stake in ON Semiconductor by 356.0%.
• ON Semiconductor was classified as a cyclical stock by an industry expert, potentially contributing to investor uncertainty.
• GlobalFoundries, a semiconductor manufacturer, performed well, reaching a 52-week high, possibly diverting investor attention from ON Semiconductor and influencing its stock price negatively.

11.01.2026 - ON Stock was up 6.1%

• ON Semiconductor (ON) observed a notable uptrend driven by positive developments and analyst actions:
• Changes in institutional holdings showed mixed sentiments, with ProShare Advisors LLC reducing its stake while other investors increased theirs significantly.
• Deutsche Bank and Needham reaffirmed their "Buy" ratings and raised price targets, reflecting confidence in ON's market position and revenue prospects.
• JPMorgan Chase & Co. provided an optimistic outlook, elevating price targets and emphasizing ON's share repurchase initiative and robust free cash flow.
• Despite a forecast miss in revenue guidance for the next quarter, ON surpassed fourth-quarter earnings estimates, fueling investor confidence and a stock price surge.
• The market movement may be attributed to robust financial performance, favorable analyst endorsements, and investor emphasis on profitability and free cash flow margins over short-term revenue considerations.

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.

04.01.2026 - ON Stock was up 5.2%

• Analysts have differing views on ON Semiconductor, with a Hold rating despite surpassing EPS estimates and revealing a significant share repurchase program.
• Mediolanum International Funds Ltd reduced a substantial portion of its holdings in ON Semiconductor, potentially influencing increased market demand.
• The semiconductor industry resurgence, exemplified by Texas Instruments, and positive U.S. factory output, likely enhanced investor confidence in semiconductor stocks like ON Semiconductor.
• Despite worries about revenue decline and divergent market sentiment, the expectation of robust Q4 earnings and a new share purchase by Y Intercept Hong Kong Ltd may have propelled the bullish movement in ON Semiconductor's stock.

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.

30.00.2026 - ON Stock was down 5.4%

• The decline in ON Semiconductor's stock today may be due to:
• Analysts' predictions of a decrease in adjusted EPS for fiscal year 2025, resulting in investor skepticism.
• A shift in Moody's outlook to stable, expressing worries about weaker-than-anticipated growth and substantial exposure to sectors facing challenges.
• Institutional selling pressure, with Great Lakes Advisors LLC reducing its stake by 4.3%, potentially indicating a lack of enduring confidence in the company's performance.
• Speculation and uncertainty about the imminent Q4 2025 earnings release on February 9, 2026, prompting profit-taking and a temporary decline in the stock price.

03.01.2026 - ON Stock was down 5.2%

• ON Semiconductor stock dropped 3.7% amidst a broader sell-off in chip shares, influenced by new inflation figures and a Fed chair nomination.
• Despite beating Q3 EPS estimates, ON Semiconductor's revenue decline year-over-year and concerns about its heavy investment in property and equipment may have contributed to the bearish movement.
• Investors are eagerly awaiting the upcoming earnings report, which is anticipated to show a decrease in both EPS and revenue compared to the prior-year quarter, adding to the downward pressure on the stock.
• The market movement could also be a result of profit-taking by investors who have seen a recent 14.87% gain in ON Semiconductor's shares over the past month, leading to a more significant dip compared to broader market indices.

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.

06.01.2026 - ON Stock was up 5.0%

• ON Semiconductor (ON) observed a significant bullish momentum as short interest declined by 13.53%, reflecting increased positivity from investors.
• Divergent analyst viewpoints on companies such as ON Semiconductor, Coherent Corp, and Enphase Energy have contributed to market fluctuations, with ON Semiconductor maintaining a Hold rating yet displaying potential upside based on average price targets.
• Coherent Corp's strong performance, as evidenced by its impressive Q2 earnings and optimistic outlook from Zacks Investment Research, contrasts with the more cautious outlook towards other sector players.
• The bullish trend in ON Semiconductor's stock can be linked to reduced short interest, signaling a shift towards a more optimistic outlook on the company's future amidst mixed sentiments in the tech sector.

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.

28.00.2026 - ON Stock was up 5.7%

• ON Semiconductor experienced a strong bullish movement today.
• The bullish trend could be attributed to the positive market sentiment towards semiconductor companies, especially with recent developments in the industry showcasing strong financials and growth prospects.
• Views from market influencers and investment firms have created some uncertainty in the semiconductor sector, potentially benefiting ON Semiconductor as investors seek alternatives.
• The upcoming earnings release by ON Semiconductor on February 9th could also be driving the bullish momentum as investors anticipate the company's performance amidst a challenging market for chip stocks.

21.00.2026 - ON Stock was up 6.6%

• ON Semiconductor's price target was raised to $65 by Bank of America, signaling a potential upside of almost 5%, and the company authorized a $6.0 billion share buyback program, indicating management's belief that the stock is undervalued.
• Despite a year-over-year revenue decline, ON Semiconductor's Q3 results included an EPS beat, which boosted market sentiment.
• Fisher Funds Management LTD notably increased its stake in ON Semiconductor, in line with the positive outlook on the stock.
• The upbeat news and growing confidence in ON Semiconductor's potential for growth likely fueled today's bullish market movement.