April 15, 2025 a 09:00 pm
ON: Analysts Ratings - ON Semiconductor Corporation
ON Semiconductor Corporation, with its robust presence in the intelligent sensing and power solutions market, maintains a pivotal role in the electrification trends across industries. Recent analyst ratings reveal a mixed sentiment, suggesting a balance between growth opportunities in automotive and sustainable energy solutions and competitive market dynamics. This analysis will delve deeper into these trends and provide a comprehensive outlook on the stock's potential.
Historical Stock Grades
The latest data for ON Semiconductor Corporation suggests a diverse range of sentiments among analysts. As of April 2025, the distribution of ratings is as follows:
| Rating | Count | Score |
|---|---|---|
| Strong Buy | 3 | |
| Buy | 15 | |
| Hold | 11 | |
| Sell | 1 | |
| Strong Sell | 1 |
Sentiment Development
Over the most recent months, several key sentiment shifts can be noted:
- The overall number of ratings has remained relatively stable, with slight fluctuations in "Strong Buy" and "Hold" categories.
- A notable decrease in "Strong Buy" designated ratings, down from 6 to 3 over recent months, indicates a more cautious approach among some analysts.
- The "Hold" category has seen a slight increase, suggesting a more conservative stance by analysts as they await clearer market or company signals.
- Other rating categories have shown minimal variation, maintaining consistency across reports.
Percentage Trends
The following observations detail percentage trends based on recent rating distributions:
- "Strong Buy" ratings have decreased from 20% to 10%, highlighting a drop in analyst confidence or increased market caution.
- "Buy" ratings have consistently hovered around 50%, showing sustained positive market sentiment.
- "Hold" ratings demonstrate an increasing percentage, rising from approximately 37% to 40%, which points to growing prudence in market outlooks.
- The consensus over the last year indicates a declining aggressiveness in buy recommendations, favoring more neutral positions.
Latest Analyst Recommendations
Recent analyst recommendations highlight a trend towards consistency, with most maintaining their prior ratings without substantial changes.
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2025-04-11 | Neutral | Neutral | Citigroup |
| 2025-04-08 | Overweight | Overweight | Keybanc |
| 2025-03-24 | Outperform | Outperform | Mizuho |
| 2025-03-03 | Buy | Buy | Needham |
| 2025-02-27 | Neutral | Neutral | Rosenblatt |
Analyst Recommendations with Change of Opinion
The data reflect a few instances of downgrades, indicative of shifting perceptions amidst uncertain or evolving market conditions.
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2025-01-10 | Hold | Buy | Truist Securities |
| 2024-07-15 | Neutral | Buy | Citigroup |
| 2024-07-11 | Underweight | Equal Weight | Morgan Stanley |
| 2024-04-19 | Underperform | Neutral | Exane BNP Paribas |
| 2023-10-31 | Neutral | Outperform | Baird |
Interpretation
The current analysis of ON Semiconductor Corporation suggests a cautious market outlook with a balanced mix of positive and neutral assessments. Analyst sentiment reveals evidence of growing conservatism, with a heightened preference for "Hold" ratings and fewer "Strong Buy" recommendations. This might suggest some uncertainty or risk factors perceived by the analysts, potentially tied to market conditions or sector-specific dynamics. While the baseline confidence in the stock's potential remains steady, the outlook hints at a possible realignment based on evolving industry trends.
Conclusion
The overall sentiment towards ON Semiconductor Corporation reflects a balanced cautious optimism, with analysts showing a willingness to adjust expectations as the market landscape shifts. The firm's focus on innovative energy solutions offers potential growth opportunities, though current economic and sector-specific challenges may temper aggressive recommendations. This evolving sentiment highlights both the opportunities and risks associated with ON's strategic position in its industry, suggesting that careful monitoring of market trends and company performance will be essential for future evaluations.