ON Semiconductor (ON) Expected to Announce Quarterly Earnings on Monday

ON Semiconductor (NASDAQ:ON) is projected to announce its Q4 2025 results after the market closes on Monday, February 9th. Analysts expect the company to announce earnings of $0.62 per share and revenue of $1.5368 billion for the quarter. Individuals are encouraged to explore the company’s upcoming Q4 2025 earning overview page for the latest details on the call scheduled for Monday, February 9, 2026 at 5:00 PM ET.

ON Semiconductor Stock Up 3.3%

ON opened at $65.20 on Friday. The stock has a market cap of $26.24 billion, a price-to-earnings ratio of 84.68, a price-to-earnings-growth ratio of 2.83 and a beta of 1.56. The company has a debt-to-equity ratio of 0.43, a quick ratio of 3.54 and a current ratio of 5.23. The firm’s fifty day moving average is $58.09 and its 200 day moving average is $52.98. ON Semiconductor has a fifty-two week low of $31.04 and a fifty-two week high of $66.86.

ON Semiconductor announced that its board has approved a share buyback plan on Tuesday, November 18th that allows the company to buyback $6.00 billion in outstanding shares. This buyback authorization allows the semiconductor company to purchase up to 32.7% of its shares through open market purchases. Shares buyback plans are typically an indication that the company’s leadership believes its shares are undervalued.

Key Headlines Impacting ON Semiconductor

Here are the key news stories impacting ON Semiconductor this week:

• Neutral Sentiment: Earnings preview — analysts expect ON to report Q4 revenue roughly in the $1.48–$1.58B range, with commentary highlighting AI/datacenter tailwinds but also margin pressure from higher costs and investments. Investors will be focused on whether AI-related demand offsets margin headwinds and on management guidance. ON Set to Report Q4 Earnings: What’s in Store for the Stock?
• Neutral Sentiment: Market bets ahead of the print — a Polymarket/Tipranks item flags that traders are pricing probabilities for ON beating its numbers on Monday, which can amplify intraday volatility and volume around the release. Expect larger-than-normal moves if results or guidance surprise. Polymarket Odds: Will APO, ON, GTM Beat Earnings on Monday?
• Negative Sentiment: Mixed recent fundamentals — ON beat Q3 EPS but revenue was down year‑over‑year and margins compressed; valuation is elevated (high P/E and recent run-up), which raises the bar for the company to deliver upside in the quarter or bullish guidance. This makes the stock sensitive to any weaker-than-expected top‑line, margin, or guidance commentary.

Insider Buying and Selling at ON Semiconductor

In related news, CFO Trent Thad sold 20,000 shares of the firm’s stock in a transaction on Wednesday, December 3rd. The shares were sold at an average price of $55.05, for a total transaction of $1,101,000.00. Following the completion of the transaction, the chief financial officer owned 379,448 shares of the company’s stock, valued at $20,888,612.40. This trade represents a 5.01% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.31% of the stock is owned by insiders.

Hedge Funds Weigh In On ON Semiconductor

Institutional investors have recently made changes to their positions in the company. Darwin Wealth Management LLC acquired a new stake in ON Semiconductor during the second quarter valued at $32,000. Geneos Wealth Management Inc. boosted its stake in shares of ON Semiconductor by 61.2% during the 1st quarter. Geneos Wealth Management Inc. now owns 1,335 shares of the semiconductor company’s stock worth $54,000 after acquiring an additional 507 shares in the last quarter. MUFG Securities EMEA plc acquired a new stake in shares of ON Semiconductor during the 2nd quarter valued at about $65,000. Sunbelt Securities Inc. increased its stake in shares of ON Semiconductor by 13.7% in the 3rd quarter. Sunbelt Securities Inc. now owns 1,950 shares of the semiconductor company’s stock valued at $96,000 after purchasing an additional 235 shares in the last quarter. Finally, Turning Point Benefit Group Inc. purchased a new position in shares of ON Semiconductor in the 3rd quarter valued at about $136,000. 97.70% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

ON has been the topic of several research analyst reports. BNP Paribas Exane upgraded ON Semiconductor from a “strong sell” rating to a “hold” rating in a research report on Thursday, January 22nd. B. Riley Financial lifted their target price on ON Semiconductor from $54.00 to $58.00 and gave the company a “neutral” rating in a research note on Tuesday, January 20th. TD Cowen restated a “buy” rating on shares of ON Semiconductor in a research note on Tuesday, November 4th. Wells Fargo & Company increased their price objective on shares of ON Semiconductor from $62.00 to $70.00 and gave the company an “overweight” rating in a report on Thursday, January 15th. Finally, Evercore reissued an “outperform” rating on shares of ON Semiconductor in a report on Wednesday, January 7th. Thirteen analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, ON Semiconductor has a consensus rating of “Hold” and a consensus target price of $61.30.

About ON Semiconductor

ON Semiconductor, which operates under the onsemi brand, is a global supplier of semiconductor components and related solutions. The company designs, manufactures and sells a broad portfolio that includes power and analog devices, discrete components, sensors and custom mixed-signal products. Its offerings are used to manage, convert and sense electrical power and signals across a wide range of electronic systems.

ON Semiconductor serves customers in key end markets such as automotive, industrial, cloud power and communications, as well as consumer and computing applications.