Entropy Technologies LP Lowers Stock Holdings in onsemi $ON

Entropy Technologies LP reduced its position in onsemi (NASDAQ:ON) by 89.3% in the 1st quarter, HoldingsChannel.com reports. The fund owned 6,791 shares of the semiconductor company’s stock after selling 56,827 shares during the quarter. Entropy Technologies LP’s holdings in onsemi were worth $420,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently bought and sold shares of ON. Kestra Private Wealth Services LLC increased its stake in onsemi by 2.8% during the 1st quarter. Kestra Private Wealth Services LLC now owns 4,554 shares of the semiconductor company’s stock worth $282,000 after buying an additional 125 shares during the period. Apollon Wealth Management LLC boosted its position in onsemi by 1.8% in the 1st quarter. Apollon Wealth Management LLC now owns 7,130 shares of the semiconductor company’s stock valued at $441,000 after buying an additional 127 shares during the period. Evexia Wealth LLC grew its stake in shares of onsemi by 1.1% in the first quarter. Evexia Wealth LLC now owns 13,328 shares of the semiconductor company’s stock worth $825,000 after acquiring an additional 142 shares in the last quarter. Root Financial Partners LLC grew its stake in shares of onsemi by 42.1% in the fourth quarter. Root Financial Partners LLC now owns 503 shares of the semiconductor company’s stock worth $27,000 after acquiring an additional 149 shares in the last quarter. Finally, V Square Quantitative Management LLC increased its position in shares of onsemi by 2.7% during the first quarter. V Square Quantitative Management LLC now owns 5,946 shares of the semiconductor company’s stock worth $368,000 after acquiring an additional 157 shares during the period. 97.70% of the stock is currently owned by hedge funds and other institutional investors.

onsemi News Summary

Here are the key news stories impacting onsemi this week:

• Positive Sentiment: onsemi benefited from a broad semiconductor recovery after strong results from Microsoft helped revive confidence in AI infrastructure spending. Investors are also looking ahead to the company’s August 3 earnings release. onsemi gains as chip stocks rebound and investors look ahead to Q2 results
• Positive Sentiment: Recent company commentary indicated that onsemi may have moved beyond the cyclical trough, with AI data-center revenue more than doubling year over year in Q1. Its Q2 outlook calls for EPS of $0.65 to $0.77, supporting hopes for continued recovery. Should You Buy, Sell or Hold onsemi Stock Before Q2 Earnings?
• Positive Sentiment: Analysts cited improving automotive and industrial demand, AI power growth and gains from onsemi’s Fab Right manufacturing strategy as potential Q2 catalysts. The median analyst price target is $115, well above the current level. Should You Buy, Sell or Hold onsemi Stock Before Q2 Earnings?
• Neutral Sentiment: Third-party camera makers launched products using onsemi image sensors, including Vadzo Imaging’s Innova-544CRE camera with the AR0544 HDR sensor. The announcements reinforce product adoption but do not indicate a material near-term revenue contribution. Vadzo Imaging launches Innova-544CRE camera
• Negative Sentiment: Investors remain concerned about weak electric-vehicle demand, elevated valuation and heavy insider selling. onsemi insiders have reported 12 open-market sales and no purchases over the past six months, including sales by the CFO and CEO. onsemi market analysis and insider activity

onsemi Trading Up 6.2%

NASDAQ:ON opened at $83.74 on Friday. The stock has a 50-day simple moving average of $105.69 and a 200-day simple moving average of $84.76. The stock has a market cap of $32.82 billion, a P/E ratio of 59.39, a P/E/G ratio of 0.87 and a beta of 2.01. onsemi has a 1 year low of $44.56 and a 1 year high of $134.92. The company has a debt-to-equity ratio of 0.41, a quick ratio of 3.14 and a current ratio of 4.87.

onsemi (NASDAQ:ON) last released its quarterly earnings data 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 business had revenue of $1.51 billion for the quarter, compared to the consensus estimate of $1.49 billion. During the same quarter in the prior year, the business posted $0.55 EPS. The business’s revenue for the quarter was up 4.7% on a year-over-year basis. onsemi has set its Q2 2026 guidance at 0.650-0.770 EPS. As a group, analysts anticipate that onsemi will post 3.09 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of research analysts recently issued reports on the company. Mizuho decreased their target price on onsemi from $150.00 to $125.00 and set an “outperform” rating for the company in a report on Wednesday, July 1st. Robert W. Baird upped their price target on onsemi from $56.00 to $100.00 and gave the stock a “neutral” rating in a report on Tuesday, May 5th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of onsemi in a research report on Tuesday, May 5th. Weiss Ratings reiterated a “sell (d+)” rating on shares of onsemi in a research note on Friday, July 24th. Finally, TD Cowen lowered their price objective on onsemi from $110.00 to $95.00 and set a “buy” rating for the company in a research report on Monday, July 13th. Fourteen analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $102.24.

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. 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.