ONTechnology · SemiconductorsThe 30 Wall Street analysts covering ON Semiconductor Corp. hold a median 12-month price target of $100 — +36.7% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 88 of 100 as at 23 Sept 2026 — inside the top quartile. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores ON Semiconductor Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Value (94): The shares cost little relative to the profits and assets behind them — which can mean the market is too gloomy, or that the business really is in trouble.
Quality (50): Profits are thin or unreliable for the size of the business, or they are not turning into cash.
Size (8): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on ON, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +36.7% from it.
Of the 20 most recent actions, 1 moved their price target up and 9 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 23 Sept 2026 | Seaport Global | Initiates | Buy | $100 |
| 18 Sept 2026 | Truist Securities | Maintains | Hold | $91 → $75 |
| 17 Sept 2026 | Cantor Fitzgerald | Maintains | Neutral | $110 → $90 |
| 17 Sept 2026 | Mizuho | Maintains | Outperform | $110 → $95 |
| 17 Sept 2026 | Needham | Reiterates | Buy | $116 |
| 17 Sept 2026 | Rosenblatt | Maintains | Neutral | $85 |
| 17 Sept 2026 | Stifel | Maintains | Hold | $90 → $75 |
| 17 Sept 2026 | Wells Fargo | Maintains | Overweight | $95 → $85 |
| 3 Sept 2026 | Wells Fargo | Maintains | Overweight | $110 → $95 |
| 3 Sept 2026 | Wells Fargo | Maintains | Overweight | — |
| 17 Aug 2026 | Cantor Fitzgerald | Reiterates | Neutral | $110 |
| 17 Aug 2026 | Cantor Fitzgerald | Reiterates | Neutral | — |
| 5 Aug 2026 | Citigroup | Maintains | Neutral | — |
| 5 Aug 2026 | Citigroup | Maintains | Neutral | $120 → $98 |
| 5 Aug 2026 | Truist Securities | Maintains | Hold | $101 → $91 |
| 5 Aug 2026 | Truist Securities | Maintains | Hold | — |
| 4 Aug 2026 | B. Riley Securities | Maintains | Buy | — |
| 4 Aug 2026 | B. Riley Securities | Maintains | Buy | $135 → $127 |
| 4 Aug 2026 | Baird | Maintains | Neutral | — |
| 4 Aug 2026 | Baird | Maintains | Neutral | $100 → $108 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. ON appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 24 Sept 2026, ON Semiconductor Corp. returned +43.6% against +17.4% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 15% of US stocks
Cheaper than 27% of US stocks
Cheaper than 26% of US stocks
Cheaper than 25% of US stocks
Higher than 50% of US stocks
Higher than 67% of US stocks
Higher than 47% of US stocks
Higher than 78% of US stocks
Higher than 70% of US stocks
Higher than 59% of US stocks
Higher than 84% of US stocks
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
ON Semiconductor Corp. has a market value of $28.8B and an enterprise value of $29.7B.
Revenue in the twelve months to 30 June 2026: $6.2B. The latest quarter grew 9.2% year on year.
Net income over the same four quarters: $631.7M, a 10.2% net margin.
Diluted earnings per share, trailing twelve months: $1.56.
Free cash flow in the twelve months to 30 June 2026: $1.5B.
ON Semiconductor Corp. spent $1.5B on share buybacks in the twelve months to 30 June 2026.
Trailing P/E: 47.2×; forward P/E: 16.4× — the forward figure prices analyst consensus estimates, not reported earnings.
ON Semiconductor Corp. employs 22,600 people — $274K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own ON Semiconductor Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
ON Semiconductor Corp. closed at $73.2 on the most recent trading day, a decline of 1.22% from the prior session. The stock's drop was larger than that of the broader market.
Why it matters — The decline in ON's share price versus the broader market gives investors information about the stock's recent trading performance.
Zacks Investment Research highlighted ON Semiconductor Corp. as a top momentum stock for the long-term, pointing to its Style Scores system that helps investors identify top-rated stocks based on investing style.
Why it matters — ON watchers would care because the company is being recognized by a research firm as a strong long-term momentum pick among stocks.
Jefferies said Onsemi is well positioned to benefit from rising data center power demand and argued that investor concerns about margins following the company's recent analyst day were overstated. The broker views Onsemi's 53% gross margin target as a milestone rather than a ceiling, with margins potentially rising as volumes grow, costs fall, and differentiated data center products ramp.
Why it matters — A watcher of Onsemi would care because Jefferies' assessment suggests the company's data center opportunity and margin trajectory may be stronger than investor fears implied after the analyst day.
ON Semiconductor is shifting toward integrated AI power solutions in response to changes in its end markets, targeting a $213 billion AI power opportunity. Management projects strong revenue and margin growth through 2030, though market skepticism persists.
Why it matters — The item signals ON's strategic pivot toward AI power solutions and its management's growth outlook, which are relevant to watchers assessing the company's future direction.
Analyst Rick Ducat expressed a bullish view on OnSemi (ON), describing it as a winner in the analog AI chip space despite the stock currently trading in a bearish pattern. He noted ways the shares are setting the stage for a bullish crossover as the semiconductor ETF SMH outperforms.
Why it matters — For ON watchers, the analyst's bullish outlook combined with a potential technical bullish crossover signals a possible shift in the stock's current bearish pattern.
The 30 Wall Street analysts covering ON Semiconductor Corp. have a median 12-month price target of $100, with estimates ranging from $75 to $150. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 30 analysts covering ON Semiconductor Corp., 14 rate it a Buy, 16 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks ON Semiconductor Corp. 88 out of 100 across roughly 4,600 US stocks as at 23 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 23 Sept 2026, ON Semiconductor Corp. ranks 88 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Value (94 of 100).
No one can know that. What the data says: the median 12-month target from 30 analysts implies +36.7% from the last close, and Ticker Nerd's factor model ranks ON Semiconductor Corp. 88 out of 100 as at 23 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering ON Semiconductor Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for ON are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $75 to $150 over the next 12 months.
ON Semiconductor Corp. returned +43.6% over the 12 months to 24 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.
ON Semiconductor Corporation is a semiconductor company that develops intelligent power and sensing solutions for automotive, industrial, computing, and communications applications. The company designs and supplies a broad portfolio of products that includes power management devices, image sensors, analog and mixed-signal components, and silicon carbide technologies used in energy-efficient systems.
The most recent item we track (Zacks Investment Research, 24 Sept 2026): "ON Semiconductor Corp. (ON) Declines More Than Market: Some Information for Investors". ON Semiconductor Corp. closed at $73.2 on the most recent trading day, a decline of 1.22% from the prior session. The stock's drop was larger than that of the broader market.
ON Semiconductor Corporation is a semiconductor company that develops intelligent power and sensing solutions for automotive, industrial, computing, and communications applications. The company designs and supplies a broad portfolio of products that includes power management devices, image sensors, analog and mixed-signal components, and silicon carbide technologies used in energy-efficient systems. ON Semiconductor Corporation supports customers building electric vehicles, factory automation, advanced driver-assistance systems, data centers, and renewable energy equipment. Its products help manage power conversion, enable sensing and imaging, and improve system efficiency across complex electronic platforms. Headquartered in Scottsdale, Arizona, ON Semiconductor Corporation plays an important role in the global semiconductor market by supplying components that support electrification, automation, and connected devices.
CEO Mr. Hassane S. El-Khoury · 22,600 employees · United States · https://www.onsemi.com
