Analyst Price Targets — ON
| Date | Analyst | Firm | Target | Price @ Post | Source | Headline |
|---|---|---|---|---|---|---|
| February 12, 2026 12:50 pm | Tom O'Malley | Barclays | $75.00 | $71.18 | TheFly | On Semi initiated with an Equal Weight at Barclays |
| January 22, 2026 11:10 am | David O'Connor | BNP Paribas | $62.00 | $63.13 | TheFly | On Semi upgraded to Neutral from Underperform at BNP Paribas |
| November 4, 2025 2:21 pm | David Williams | Williams Trading | $60.00 | $48.12 | StreetInsider | Benchmark Reiterates Buy Rating on ON Semiconductor (ON) |
| November 4, 2025 12:10 pm | William Stein | Truist Financial | $51.00 | $48.25 | StreetInsider | ON Semiconductor (ON) PT Raised to $51 at Truist Securities |
| November 4, 2025 9:50 am | Angelo Zino | CFRA | $64.00 | $50.46 | StreetInsider | ON Semiconductor (ON) PT Lowered to $64 at CFRA |
| March 7, 2025 5:09 pm | — | Roth Capital | $60.00 | $45.40 | TheFly | On has 'modest room' to up Allegro bid, says Roth MKM |
| January 11, 2025 7:16 pm | Tore Svanberg | Stifel Nicolaus | $60.00 | $53.94 | TheFly | On Semiconductor price target lowered to $60 from $72 at Stifel |
| November 11, 2024 9:22 pm | Gary Mobley | Loop Capital Markets | $95.00 | $69.96 | StreetInsider | Loop Capital Starts ON Semiconductor (ON) at Buy |
| October 29, 2024 6:47 am | Tristan Gerra | Robert W. Baird | $75.00 | $72.24 | TheFly | On Semiconductor price target raised to $75 from $70 at Baird |
| October 29, 2024 6:27 am | Craig Ellis | B.Riley Financial | $100.00 | $72.24 | StreetInsider | ON Semiconductor (ON) PT Lowered to $100 at B.Riley |
Latest News for ON
SCOTTSDALE, Ariz., Feb. 24, 2026 (GLOBE NEWSWIRE) -- onsemi (the “Company”) (Nasdaq: ON) today announced it will host its Financial Analyst Day on September 16, 2026 in New York City, NY.
Industrial semiconductor makers are on fire this year, as their results and outlook affirm a shifting market dynamic and the onset of a multiyear supercycle. The supercycle is underpinned by inventory normalization in critical markets, including automotive, communications, and consumer, and the build-out of AI infrastructure and shift toward smart technology.
ON Semiconductor's stock has risen significantly but may still offer value, particularly as the company is back on the growth path. Strong cash flows and a large buyback program help support the share price.
The Treo platform and upcoming GaN offerings position ON Semiconductor as a key beneficiary of the multi-year electrification and cloud supercycle, supporting its profitable growth prospects. The same has been embedded in the management's sequentially improving FQ4'25 performance, the promising FQ1'26 guidance, and the reiterated long-term growth targets. ON may very well outperform the consensus forward estimates,…
ON Semiconductor's NASDAQ: ON, which operates under the Onsemi brand, stock price action was mixed following its Q4 2025 earnings report and guidance update, but the initial sell-off proved to be a head fake. While results and guidance left some to be desired relative to consensus forecasts, they affirmed the company's return to growth, expectation for margin improvement, free cash flow growth, and capital return.
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