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OverviewChartsNewsFundamentalsEarningsAnalysts

Analyst Sentiment

Analysts are neutral — opinion is divided on direction.

Consensus Rating
Hold
27 analysts·High coverage
48%
Rating Distribution
Strong Buy
00%
Buy
1348%
Hold
1348%
Sell
14%
Strong Sell
00%

Analyst ratings reflect Wall Street opinion, not guarantees. Historical accuracy varies by firm and sector.

Price Target Expectations

Current price is 9% above analyst consensus — modest downside expected.

Bear Case
$51.00
-22%
Consensus
$59.25
-9%
Bull Case
$64.00
+-2%
Price Range27 analysts
Low
Consensus
High
$51.00
$64.00
Current Target
Current Price
$65.20
Above Target
$5.95

Price targets are 12-month forecasts. Actual results depend on earnings, market conditions, and sector trends.

Earnings & Revenue Estimates

2026E$2.91(22 analysts)
P/E83x
Current: 83.1x
Actual
Estimate
Range (Low–High)
Stock Alarm Pro
Forward Growth Estimates (YoY)
FY2027
Rev+9.84%
EPS+41.24%
FY2028
Rev+12.20%
EPS+30.27%

Earnings Surprises

Beat rate:83%(10/12 quarters)
Avg surprise:+4.5%
Beat
Miss
Inline
Estimate
Based on reported EPS vs consensus estimate.

Recent Analyst Actions

Jan 22, 2026BNP Paribas
On Semi upgraded to Neutral from Underperform at BNP Paribas
Target:$62.00
-1.8%from $63.13
Nov 4, 2025Williams Trading
Benchmark Reiterates Buy Rating on ON Semiconductor (ON)
Target:$60.00
+24.7%from $48.12
Nov 4, 2025Truist Financial
ON Semiconductor (ON) PT Raised to $51 at Truist Securities
Target:$51.00
+5.7%from $48.25
Nov 4, 2025CFRA
ON Semiconductor (ON) PT Lowered to $64 at CFRA
Target:$64.00
+26.8%from $50.46
Mar 7, 2025Roth Capital
On has 'modest room' to up Allegro bid, says Roth MKM
Target:$60.00
+32.2%from $45.40
Jan 11, 2025Stifel Nicolaus
On Semiconductor price target lowered to $60 from $72 at Stifel
Target:$60.00
+11.2%from $53.94
Nov 11, 2024Loop Capital Markets
Loop Capital Starts ON Semiconductor (ON) at Buy
Target:$95.00
+35.8%from $69.96
Oct 29, 2024Robert W. Baird
On Semiconductor price target raised to $75 from $70 at Baird
Target:$75.00
+3.8%from $72.24
Oct 29, 2024B.Riley Financial
ON Semiconductor (ON) PT Lowered to $100 at B.Riley
Target:$100.00
+38.4%from $72.24
Oct 29, 2024Morgan Stanley
On Semiconductor price target raised to $64 from $63 at Morgan Stanley
Target:$64.00
-11.4%from $72.24
Oct 28, 2024Goldman Sachs
ON Semiconductor (ON) PT Raised to $92 at Goldman Sachs
Target:$92.00
+27.4%from $72.24
Oct 28, 2024Truist Financial
On Semiconductor price target lowered to $89 from $97 at Truist
Target:$89.00
+23.2%from $72.24
Oct 18, 2024Mizuho Securities
ON Semiconductor (ON) PT Lowered to $85 at Mizuho
Target:$85.00
+22.8%from $69.24
Jul 30, 2024Williams Trading
ON Semiconductor Manages Profitability Against Odds, 5 Analysts Raise Forecasts As 'Inventory Health Slowly Improves'
Target:$90.00
+20.2%from $74.90
Jul 30, 2024Rosenblatt Securities
ON Semiconductor Manages Profitability Against Odds, 5 Analysts Raise Forecasts As 'Inventory Health Slowly Improves'
Target:$75.00
+0.1%from $74.90
Jul 30, 2024Truist Financial
ON Semiconductor (ON) PT Raised to $97 at Truist Securities
Target:$97.00
+31.1%from $73.97
Jul 30, 2024Robert W. Baird
ON Semiconductor (ON) PT Raised to $70 at Baird
Target:$70.00
-10.6%from $78.27
Jul 29, 2024Evercore ISI
ON Semiconductor (ON) PT Raised to $105 at Evercore ISI
Target:$105.00
+34.2%from $78.27
Jul 29, 2024CFRA
CFRA Upgrades ON Semiconductor (ON) to Hold
Target:$80.00
+2.2%from $78.27
Jul 17, 2024Susquehanna
On Semiconductor price target raised to $95 from $85 at Susquehanna
Target:$95.00
+20.7%from $78.74
Jul 11, 2024Morgan Stanley
This Darden Restaurants Analyst Turns Bearish; Here Are Top 5 Downgrades For Thursday
Target:$65.00
-13.9%from $75.46
May 13, 2024Jefferies
On Semiconductor assumed with a Buy at Jefferies
Target:$100.00
+41.9%from $70.46
Apr 30, 2024Williams Trading
ON Semiconductor Set for Growth: Analysts Cite SiC and Auto Market Stability As Catalysts
Target:$80.00
+13.9%from $70.25
Apr 30, 2024Rosenblatt Securities
ON Semiconductor (ON) PT Lowered to $70 at Rosenblatt
Target:$70.00
-0.2%from $70.16
Apr 30, 2024Deutsche Bank
On Semiconductor price target lowered to $85 from $90 at Deutsche Bank
Target:$85.00
+17.6%from $72.30

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