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

Last close, 17 Aug 2026
$83
+0.87% on the day

The 29 Wall Street analysts covering ON Semiconductor Corp. hold a median 12-month price target of $110 — +31.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 88 of 100 as at 17 Aug 2026 — inside the top quartile. Here, the model and the Street point the same way.

Market cap
$32.2B
Ticker Nerd rank
88 / 100
Median analyst target
$110
Analysts covering
29
Total return, dividends reinvested
1W
+4.5%
1M
−4.6%
YTD
+54.0%
1Y
+63.2%
From 52W high
−37.7%
From 52W low
+85.7%
$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 17 Aug 2026
88 / 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
94
Value
91
Accruals
91
Volatility
72
Momentum
66
Growth
65
Issuance
56
Quality
51
Size
7

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.

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$160Oct 25Jan 26Apr 26Jul 26ONHigh $150Median $110Low $85

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

What Wall Street says29 analysts
12 Buy17 Hold0 Sell
Low $85Median $110High $150

The green dot is the last close — the median target sits +31.9% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 2 moved their price target up and 8 moved it down.

DateFirmActionRatingTarget
5 Aug 2026CitigroupMaintainsNeutral$120 → $98
5 Aug 2026Truist SecuritiesMaintainsHold$101 → $91
4 Aug 2026B. Riley SecuritiesMaintainsBuy$135 → $127
4 Aug 2026BairdMaintainsNeutral$100 → $108
4 Aug 2026Cantor FitzgeraldReiteratesNeutral$110
4 Aug 2026MizuhoMaintainsOutperform$125 → $110
4 Aug 2026NeedhamMaintainsBuy$130 → $116
4 Aug 2026RosenblattMaintainsNeutral$85
4 Aug 2026Wells FargoMaintainsOverweight$130 → $110
20 July 2026Wells FargoMaintainsOverweight$140 → $130
20 July 2026Wells FargoMaintainsOverweight—
13 July 2026TD CowenMaintainsHold—
13 July 2026TD CowenMaintainsHold$110 → $95
9 July 2026SusquehannaMaintainsPositive$140 → $150
9 July 2026SusquehannaMaintainsPositive—
1 July 2026MizuhoMaintainsOutperform—
29 June 2026Cantor FitzgeraldMaintainsNeutral—
26 June 2026B. Riley SecuritiesMaintainsBuy—
26 June 2026Evercore ISI GroupMaintainsOutperform—
26 June 2026NeedhamMaintainsBuy—

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.

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
+3.6%
Analysts raising
25
Analysts cutting
0
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
54.0×

Cheaper than 14% of US stocks

Price / sales
5.2×

Cheaper than 24% of US stocks

Price / book
4.5×

Cheaper than 25% of US stocks

EV / EBITDA
15.8×

Cheaper than 22% of US stocks

Growth & margins
Revenue growth (YoY)
9.2%

Higher than 50% of US stocks

Earnings growth (YoY)
33.2%

Higher than 68% of US stocks

Gross margin
38.4%

Higher than 48% 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 60% of US stocks

Return on assets
6.8%

Higher than 84% of US stocks

Dividend yield
—

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

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.$32.2B
88
GFSGLOBALFOUNDRIES, Inc.$29.5B
82
TSEMTower Semiconductor Ltd.$29.5B
79
MCHPMicrochip Technology, Inc.$43.3B
89
MTSIMACOM Technology Solutions Holdings, Inc.$24.6B
82
SITMSiTime Corp.$22.5B
52
CRDOCredo Technology Group Holding Ltd.$51.1B
60

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

Power Semis Soar Monday: Wolfspeed, STMicro and On Semiconductor Rally on Vera Rubin Ramp Signals

24/7 Wall Street · 17 Aug 2026positive

Power semiconductor stocks rose in Monday trading, with ON Semiconductor up 2.96% to $85.11, alongside gains for Wolfspeed (up 5.74%) and STMicroelectronics (up 4.17%). The move came amid signals of a Vera Rubin ramp.

Why it matters — ON Semiconductor's share price gain on the reported Vera Rubin ramp signals reflects positive market movement for the company within the power semiconductor sector.

onsemi Boosts Utilization as AI Data Center Revenue Set to More Than Double

MarketBeat · 16 Aug 2026positive

onsemi executives said the company is increasing factory utilization to meet stronger demand in AI data center markets, while maintaining its longer-term focus on automotive and industrial customers. The company expects AI data center revenue to more than double.

Why it matters — The news signals strengthening demand and higher factory utilization for ON, which could be relevant to watchers tracking its growth in AI data center markets.

Why I've Begun Accumulating ON Semiconductor

24/7 Wall Street · 14 Aug 2026positive

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 (ON) Presents at The KeyBanc Technology Leadership Forum 2026 Transcript

Seeking Alpha · 11 Aug 2026neutral

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.

Why One Prominent Analyst Expects 85% Returns for ON Semiconductor Despite Current Turmoil

24/7 Wall Street · 10 Aug 2026positive

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.

FAQ

Frequently asked questions about ON stock

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

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.

Is ON stock a buy right now?

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. 88 out of 100 across roughly 4,600 US stocks as at 17 Aug 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank ON?

As at 17 Aug 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 Revisions (94 of 100).

Will ON stock go up?

No one can know that. What the data says: the median 12-month target from 29 analysts implies +31.9% from the last close, and Ticker Nerd's factor model ranks ON Semiconductor Corp. 88 out of 100 as at 17 Aug 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: $85 to $150 over the next 12 months.

How has ON stock performed over the past year?

ON Semiconductor Corp. returned +63.2% over the 12 months to 17 Aug 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 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.

What is the latest news on ON?

The most recent item we track (24/7 Wall Street, 17 Aug 2026): "Power Semis Soar Monday: Wolfspeed, STMicro and On Semiconductor Rally on Vera Rubin Ramp Signals". Power semiconductor stocks rose in Monday trading, with ON Semiconductor up 2.96% to $85.11, alongside gains for Wolfspeed (up 5.74%) and STMicroelectronics (up 4.17%). The move came amid signals of a Vera Rubin ramp.

Company

About ON Semiconductor Corp.

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