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ON Stock Forecast: ON Semiconductor Corp. Price Predictions for 2026-2027

Last close, 14 Oct 2026
$73
−4.34% on the day

The 30 Wall Street analysts covering ON Semiconductor Corp. hold a median 12-month price target of $100 — +36.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 89 of 100 as at 14 Oct 2026 — inside the top quartile. Here, the model and the Street point the same way.

Market cap
$29.9B
Ticker Nerd rank
89 / 100
Median analyst target
$100
Analysts covering
30
Revenue$1.6B+9.2% y/y
Operating income$299.8M
Net income$227.5M
Free cash flow$425.4M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−11.1%
1M
+2.4%
YTD
+35.5%
1Y
+48.1%
From 52W high
−45.2%
From 52W low
+63.4%
$45
$134
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

ON stock analysis: one number for the whole business

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.

Where the model ranks itAs at 14 Oct 2026
89 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Revisions
95
Value
91
Accruals
91
Momentum
70
Volatility
69
Growth
65
Issuance
57
Quality
50
Size
7

Revisions (95): Analysts have, on balance, been raising their forecasts.

Quality (50): Profits are thin or unreliable for the size of the business, or they are not turning into cash.

Size (7): 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.

Wall Street

ON stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on ON, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$40$60$80$100$120$140$160Jan 26Apr 26Jul 26Oct 26ONHigh $150Median $100Low $75

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

What Wall Street says30 analysts
14 Buy16 Hold0 Sell
Low $75Median $100High $150

The green dot is the last close — the median target sits +36.3% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 2 moved their price target up and 6 moved it down.

DateFirmActionRatingTarget
5 Oct 2026StifelMaintainsHold$75 → $80
2 Oct 2026NeedhamReiteratesBuy$116
2 Oct 2026Wells FargoMaintainsOverweight$85 → $100
23 Sept 2026Seaport GlobalInitiatesBuy$100
23 Sept 2026Seaport GlobalInitiatesBuy—
18 Sept 2026Truist SecuritiesMaintainsHold—
18 Sept 2026Truist SecuritiesMaintainsHold$91 → $75
17 Sept 2026Cantor FitzgeraldMaintainsNeutral—
17 Sept 2026Cantor FitzgeraldMaintainsNeutral$110 → $90
17 Sept 2026MizuhoMaintainsOutperform$110 → $95
17 Sept 2026MizuhoMaintainsOutperform—
17 Sept 2026NeedhamReiteratesBuy—
17 Sept 2026NeedhamReiteratesBuy$116
17 Sept 2026RosenblattMaintainsNeutral—
17 Sept 2026RosenblattMaintainsNeutral$85
17 Sept 2026StifelMaintainsHold—
17 Sept 2026StifelMaintainsHold$90 → $75
17 Sept 2026Wells FargoMaintainsOverweight$95 → $85
17 Sept 2026Wells FargoMaintainsOverweight—
3 Sept 2026Wells FargoMaintainsOverweight$110 → $95

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

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.

Free, every Monday. Unsubscribe any time.

Performance

ON vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 14 Oct 2026, ON Semiconductor Corp. returned +48.1% against +17.5% for the S&P 500, dividends included.

ON vs S&P 500, last 12 monthsTotal return, rebased to 100
100150200250Jan 26Apr 26Jul 26Oct 26ONS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

ON analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
+3.3%
Analysts raising
1
Analysts cutting
2
Fundamentals

ON Semiconductor Corp. (ON) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
49.5×

Cheaper than 15% of US stocks

Price / sales
4.8×

Cheaper than 25% of US stocks

Price / book
4.1×

Cheaper than 23% of US stocks

EV / EBITDA
14.6×

Cheaper than 24% of US stocks

Growth & margins
Revenue growth (YoY)
9.2%

Higher than 50% of US stocks

Earnings growth (YoY)
33.2%

Higher than 67% of US stocks

Gross margin
38.4%

Higher than 47% of US stocks

Operating margin
19.5%

Higher than 78% of US stocks

Net margin
10.2%

Higher than 70% of US stocks

Returns & dividend
Return on equity
8.3%

Higher than 59% of US stocks

Return on assets
6.8%

Higher than 84% of US stocks

Dividend yield
0.0%

Higher than 1% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

ON Semiconductor Corp. (ON) statistics: revenue, profit & scale

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 $29.9B and an enterprise value of $30.5B.

  • 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.

  • Shares outstanding: 389.3M.

  • Trailing P/E: 49.5×; forward P/E: 16.9× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 0.00%, paying out 0% of earnings.

  • ON Semiconductor Corp. employs 22,600 people — $274K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 15 Oct 2026

Data provided by Twelve Data

Peers

ON vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelSemiconductors
CompanyMarket capTKN rank
ONON Semiconductor Corp.$29.9B
89
CBRSCerebras Systems, Inc.$31.5B
5
GFSGLOBALFOUNDRIES, Inc.$27.1B
84
CRDOCredo Technology Group Holding Ltd.$32.4B
52
TSEMTower Semiconductor Ltd.$23.4B
78
MCHPMicrochip Technology, Inc.$38.7B
89
MTSIMACOM Technology Solutions Holdings, Inc.$21.9B
82

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 →

News

Latest ON news & analysis

onsemi and Sungrow Advance Utility-Scale Energy Storage Performance with SiC Hybrid Technology

GlobeNewsWire · 14 Oct 2026neutral

The excerpt describes rising demand for energy storage and notes that battery energy storage system providers are seeking advanced power-conversion technologies to improve performance and system economics. It does not provide details of the onsemi–Sungrow technology or partnership.

Why it matters — The item concerns power-conversion technology in utility-scale energy storage, an area relevant to onsemi, but the excerpt gives no further specifics about its role.

ON Could Be One of the Semiconductor Sector's Biggest Comeback Stories

24/7 Wall Street · 13 Oct 2026positive

24/7 Wall Street says ON Semiconductor fell sharply in 2025, while its latest quarterly figures suggest a different picture. The article raises the question of whether the market has recognized that change.

Why it matters — ON watchers may find the contrast between the 2025 decline and the latest quarter’s figures relevant to assessing the company’s recent performance.

Don't Sweat ON Semiconductor Stock's Recent Pullback

Schaeffers Research · 13 Oct 2026negative

ON Semiconductor shares fell 0.6% to $75.55, moving toward a fifth consecutive daily loss amid weakness in technology stocks.

Why it matters — ON watchers may note the continued short-term decline alongside broader tech weakness.

Why Investors Need to Take Advantage of These 2 Computer and Technology Stocks Now

Zacks Investment Research · 13 Oct 2026neutral

Zacks Investment Research highlights the Zacks Earnings ESP as a way for investors to identify stocks that may beat quarterly earnings estimates. The headline refers to two computer and technology stocks, but the excerpt does not identify them.

Why it matters — The excerpt offers no ON-specific information, so it does not indicate how the earnings-estimate discussion relates to ON.

ON Semiconductor: Strong Cash Flow And AI Growth Potential

Seeking Alpha · 13 Oct 2026positive

Seeking Alpha described ON Semiconductor’s Q2 2026 revenue growth of 9% alongside faster adjusted EPS growth, citing profitability, cost controls, and its “Fab Right” strategy. The article also highlighted automotive and AI data-center exposure, free cash flow, and share buybacks.

Why it matters — These factors outline the company’s reported operating performance and its exposure to automotive and AI data-center growth trends.

FAQ

Frequently asked questions about ON stock

What is the ON stock price forecast for 2026-2027?

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.

Is ON stock a buy right now?

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. 89 out of 100 across roughly 4,600 US stocks as at 14 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank ON?

As at 14 Oct 2026, ON Semiconductor Corp. ranks 89 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 Revisions (95 of 100).

Will ON stock go up?

No one can know that. What the data says: the median 12-month target from 30 analysts implies +36.3% from the last close, and Ticker Nerd's factor model ranks ON Semiconductor Corp. 89 out of 100 as at 14 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the ON stock forecast for 2030?

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.

How has ON stock performed over the past year?

ON Semiconductor Corp. returned +48.1% over the 12 months to 14 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.

What does ON Semiconductor Corp. do?

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.

What is the latest news on ON?

The most recent item we track (GlobeNewsWire, 14 Oct 2026): "onsemi and Sungrow Advance Utility-Scale Energy Storage Performance with SiC Hybrid Technology". The excerpt describes rising demand for energy storage and notes that battery energy storage system providers are seeking advanced power-conversion technologies to improve performance and system economics. It does not provide details of the onsemi–Sungrow technology or partnership.

Company

About ON Semiconductor Corp.

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