Goldman Sachs reiterates Neutral rating on ON Semiconductor stock

Published 04/08/2025, 18:20
Goldman Sachs reiterates Neutral rating on ON Semiconductor stock

Investing.com - Goldman Sachs has reiterated its Neutral rating on ON Semiconductor (NASDAQ:ON) with a price target of $60.00. The semiconductor company, currently trading at $49.81 with a market capitalization of $20.9 billion, appears undervalued according to InvestingPro analysis, which offers 13 additional investment insights for this stock.

The firm’s decision comes after ON Semiconductor reported quarterly results that were in line with market expectations for both revenue and earnings per share.

Goldman Sachs noted that investor expectations had been relatively low heading into the earnings report, with more cautious positioning observed in the market.

The research firm expects ON Semiconductor stock to trade "modestly lower" following the earnings announcement.

Goldman Sachs believes investors will likely focus on management’s commentary regarding order trends in industrial and automotive sectors, potential pull-forward in demand, and forward-looking statements about channel inventories.

In other recent news, ON Semiconductor Corporation announced its second-quarter 2025 earnings, meeting earnings per share (EPS) expectations set by analysts. The company reported an EPS of $0.53, which was in line with market forecasts. Additionally, ON Semiconductor’s revenue reached $1.47 billion, slightly exceeding the anticipated $1.45 billion. Despite this revenue beat, the company’s stock experienced a decline. These developments highlight the financial performance of ON Semiconductor in the recent quarter. Investors may note the company’s ability to meet earnings expectations and slightly surpass revenue projections. The focus remains on how these financial results align with investor expectations and market trends.

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