March 21, 2026 a 04:38 pm
ON: Analysts Ratings - ON Semiconductor Corporation
ON Semiconductor Corporation remains a pivotal player in the semiconductor industry, providing innovative power and sensing solutions across major sectors such as automotive and sustainable energy. The company’s focus on electrification technologies drives progress in electric vehicle technology, fast-charging systems, and sustainable energy solutions. Consequently, ON is positioned favorably in the market, reflecting solid demand-driven growth potential.
Historical Stock Grades
The latest data analysis as of March 2026 highlights stability in ON's analyst ratings. The following table summarizes these ratings and provides a visual score representation for quick assessment:
| Rating | Count | Score |
|---|---|---|
| Strong Buy | 2 | |
| Buy | 10 | |
| Hold | 23 | |
| Sell | 0 | |
| Strong Sell | 0 |
Sentiment Development
The sentiment analysis over the past few months reveals a stabilized outlook with a consistent “hold” rating dominance:
- Since December 2025, the “Hold” recommendation has increased steadily, suggesting a cautious stance from analysts.
- A significant shift from “Buy” to “Hold” ratings is evident, pointing to potential market volatility or decreased growth prospects.
- The total number of ratings has slightly increased since 2025, reflecting heightened analyst interest but also indicating concern over future performance.
Percentage Trends
The past year has brought noticeable shifts in analyst perceptions:
- Strong Buy ratings fell from 17% in January 2025 to about 6% in March 2026, indicating a more conservative approach.
- Buy ratings reduced from 40% to 28%, showcasing decreased conviction in near-term growth.
- Conversely, Hold ratings rose from 34% to 65%, illustrating heightened wary sentiment.
- These trends denote a shift toward a more cautious investment strategy in response to industry & macroeconomic factors.
Latest Analyst Recommendations
Recent recommendations hint at a firm yet cautious outlook for ON, with notable downgrades:
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2026-02-10 | Overweight | Overweight | Wells Fargo |
| 2026-02-10 | Buy | Buy | Needham |
| 2026-02-10 | Hold | Hold | Truist Securities |
| 2026-02-10 | Hold | Buy | Benchmark |
| 2026-02-10 | Overweight | Overweight | Piper Sandler |
Analyst Recommendations with Change of Opinion
Tracking shifts in analyst opinions has been telling, with the majority leading to downgrades:
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2026-02-10 | Hold | Buy | Benchmark |
| 2025-08-05 | Neutral | Buy | B of A Securities |
| 2025-04-24 | Neutral | Buy | B. Riley Securities |
| 2025-01-10 | Hold | Buy | Truist Securities |
| 2024-07-15 | Neutral | Buy | Citigroup |
Interpretation
The current market sentiment reflects an increased uncertainty surrounding ON Semiconductor Corporation stock. With a substantial rise in Hold recommendations, analysts are signaling a more cautious perspective, likely based on potential market volatility and technical sector issues. Notable downgrades over the months further suggest a tightening outlook, although some resilience is observed with persistently maintained Overweight ratings. Ultimately, the consensus points to a guarded stance, as industry dynamics continue to unfold.
Conclusion
ON Semiconductor’s stock has demonstrated consistent analyst engagement but with growing caution as evident from the rise in Hold ratings and the persistence of downgrades. While the company remains strategically positioned to leverage trends in sustainable energy, recent shifts indicate possible hesitations about near-term market conditions. Analysts remain reserved on broad advancements, pending further clarity on macroeconomic stability and industry evolution. Investors should consider forming a comprehensive perspective, weighing immediate risks against long-term innovation potential within ON’s diversified portfolio.