ONTechnology · SemiconductorsThe 29 Wall Street analysts covering ON Semiconductor Corp. hold a median 12-month price target of $110 — +33.1% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 89 of 100 as at 13 Aug 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
Revisions (94): Analysts have, on balance, been raising their forecasts.
Quality (51): 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.
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.
The green dot is the last close — the median target sits +33.1% from it.
Of the 20 most recent actions, 2 moved their price target up and 8 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 5 Aug 2026 | Citigroup | Maintains | Neutral | $120 → $98 |
| 5 Aug 2026 | Truist Securities | Maintains | Hold | $101 → $91 |
| 4 Aug 2026 | B. Riley Securities | Maintains | Buy | $135 → $127 |
| 4 Aug 2026 | Baird | Maintains | Neutral | $100 → $108 |
| 4 Aug 2026 | Cantor Fitzgerald | Reiterates | Neutral | $110 |
| 4 Aug 2026 | Mizuho | Maintains | Outperform | $125 → $110 |
| 4 Aug 2026 | Needham | Maintains | Buy | $130 → $116 |
| 4 Aug 2026 | Rosenblatt | Maintains | Neutral | $85 |
| 4 Aug 2026 | Wells Fargo | Maintains | Overweight | $130 → $110 |
| 20 July 2026 | Wells Fargo | Maintains | Overweight | $140 → $130 |
| 20 July 2026 | Wells Fargo | Maintains | Overweight | — |
| 13 July 2026 | TD Cowen | Maintains | Hold | — |
| 13 July 2026 | TD Cowen | Maintains | Hold | $110 → $95 |
| 9 July 2026 | Susquehanna | Maintains | Positive | $140 → $150 |
| 9 July 2026 | Susquehanna | Maintains | Positive | — |
| 1 July 2026 | Mizuho | Maintains | Outperform | — |
| 29 June 2026 | Cantor Fitzgerald | Maintains | Neutral | — |
| 26 June 2026 | B. Riley Securities | Maintains | Buy | — |
| 26 June 2026 | Evercore ISI Group | Maintains | Outperform | — |
| 26 June 2026 | Needham | Maintains | Buy | — |
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.
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 14% of US stocks
Cheaper than 24% of US stocks
Cheaper than 25% of US stocks
Cheaper than 23% of US stocks
Higher than 50% of US stocks
Higher than 68% of US stocks
Higher than 48% of US stocks
Higher than 79% of US stocks
Higher than 70% of US stocks
Higher than 60% 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 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 →
The article discusses ON Semiconductor's ongoing case for accumulation, noting that the company's Q2 2026 report only strengthened that case.
Why it matters — A positive assessment of ON Semiconductor's latest quarterly report could signal continued investor confidence in the company.
ON Semiconductor Corporation presented at The KeyBanc Technology Leadership Forum 2026, and a transcript of the presentation was published by Seeking Alpha. The presentation covered the company's remarks at the technology investment forum.
Why it matters — A ON watcher would care because the presentation gives investors insight into the company's positioning and commentary delivered at a major technology investment forum.
A prominent analyst expects substantial returns for ON Semiconductor despite the market turmoil, with the stock currently trading at $81.17 against a Wall Street consensus price target of $108.88, implying roughly 34% of upside.
Why it matters — An analyst projecting strong upside while the stock faces current turmoil signals that some observers see potential in ON Semiconductor's longer-term outlook.
ON Semiconductor reported Q2 2026 results that exceeded expectations, with revenue up 9% year over year to $1.604 billion, non-GAAP EPS of $0.74, and operating margin of 20.8%. Management said AI data center power revenue is expected to more than double in 2026, and the company's price target was raised to $139 following the report.
Why it matters — The strong Q2 beat and accelerated growth outlook for AI data center power signal expanding momentum in ON's fastest-growing segment.
Carillon Chartwell Mid Cap Value Fund's Q2 2026 portfolio review describes ON Semiconductor as a company that designs and manufactures power and sensing semiconductors for automotive, industrial, and data center applications. The review also profiles other holdings including Knight-Swift Transportation and Expand Energy.
Why it matters — ON watchers may note the fund's characterization of ON Semiconductor's business footprint across automotive, industrial, and data center markets.
The 29 Wall Street analysts covering ON Semiconductor Corp. have a median 12-month price target of $110, with estimates ranging from $85 to $150. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 29 analysts covering ON Semiconductor Corp., 12 rate it a Buy, 17 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 13 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 13 Aug 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 (94 of 100).
No one can know that. What the data says: the median 12-month target from 29 analysts implies +33.1% from the last close, and Ticker Nerd's factor model ranks ON Semiconductor Corp. 89 out of 100 as at 13 Aug 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: $85 to $150 over the next 12 months.
ON Semiconductor Corp. returned +60.1% over the 12 months to 14 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
ON Semiconductor Corporation is a semiconductor company that designs and supplies intelligent power and sensing technologies for automotive, industrial, and data center applications. Its products include power management devices, silicon carbide solutions, analog and mixed-signal integrated circuits, image sensors, and connectivity components used in electrification, safety systems, automation, and energy-efficient electronics.
The most recent item we track (24/7 Wall Street, 14 Aug 2026): "Why I've Begun Accumulating ON Semiconductor". The article discusses ON Semiconductor's ongoing case for accumulation, noting that the company's Q2 2026 report only strengthened that case.
ON Semiconductor Corporation is a semiconductor company that designs and supplies intelligent power and sensing technologies for automotive, industrial, and data center applications. Its products include power management devices, silicon carbide solutions, analog and mixed-signal integrated circuits, image sensors, and connectivity components used in electrification, safety systems, automation, and energy-efficient electronics. The company serves customers across a wide range of end markets, including electric vehicles, advanced driver-assistance systems, factory automation, cloud infrastructure, medical devices, and consumer electronics. ON Semiconductor Corporation operates as a broad-based technology supplier with a strong focus on improving power efficiency, signal control, and embedded sensing performance in complex electronic systems. Headquartered in Scottsdale, Arizona, it plays an important role in enabling next-generation hardware across the global semiconductor market.
CEO Mr. Hassane S. El-Khoury · 22,600 employees · United States · https://www.onsemi.com