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ON Semiconductor (ON): analyst forecast and price target
Analyst consensus
Moderate Buy10 Buy12 Hold0 Sell
Ratings of 22 analysts in the last 3 months · top analysts only12-month forecast
Based on 22 price targets given in the last 3 months, the average target is $105, the highest $137, the lowest $75.00. The average is +45.5% from the last price of $72.02.
Analyst ratings 29
| Analyst | Firm | Price target | Rating | Upside | Action | Date | Move vs SPY | |
|---|---|---|---|---|---|---|---|---|
| AI xAi SemiconductorsxAI Grok-3 | TipRanks - xAI | $80.00 → $81.00+1.2% | Hold | +12.5% | Reiterated | 16.10.26on TipRanks 18:05 | — | |
| AI DeepSeek SemiconductorsDeepSeek V3.2-Speciale | TipRanks - DeepSeek | $81.00 → $78.00−3.7% | Hold | +8.3% | Reiterated | 15.10.26on TipRanks 13:05 | — | |
| AI OpenAI SemiconductorsOpenAI 5.2 | TipRanks - OpenAI | $83.00 → $80.00−3.6% | Hold | +11.1% | Reiterated | 15.10.26on TipRanks 13:05 | — | |
| AI Anthropic SemiconductorsAnthropic Opus-4.5 | TipRanks - Anthropic | $80.00 → $77.00−3.7% | Hold | +6.9% | Reiterated | 15.10.26on TipRanks 13:05 | — | |
| AI Google SemiconductorsGemini 3-pro | TipRanks - Google | $84.00 → $81.00−3.6% | Buy | +12.5% | Upgrade | 15.10.26on TipRanks 13:05 | — | |
| AI PerPlexity SemiconductorsPerPlexity SonarPro | TipRanks - PerPlexity | $85.00 → $82.00−3.5% | Buy | +13.9% | Upgrade | 15.10.26on TipRanks 13:05 | — | |
| John Vinh★★★★★★★★★★#101 · hits 60% · avg +28.6% | KeyBanc | $125 | Buy | +73.6% | Reiterated | 15.10.26on TipRanks 06:10 | +0.2%next day −1.2% | ↗ |
| Christopher Rolland★★★★★★★★★★#31 · hits 63% · avg +39.1% | Susquehanna | — | Buy | — | Reiterated | 14.10.26on TipRanks Oct 15 04:25 | −3.3%next day +0.2% | ↗ |
| Mark Lipacis★★★★★★★★★★#22 · hits 70% · avg +39.9% | Evercore ISI | $137 | Buy | +90.2% | Reiterated | 02.10.26on TipRanks 09:15 | +5.3%next day +0.6% · 5 days −9.8% | ↗ |
| Tore Svanberg★★★★★★★★★★#74 · hits 61% · avg +31.6% | Stifel Nicolaus | $75.00 → $80.00+6.7% | Hold | +11.1% | Reiterated | 02.10.26on TipRanks 09:15 | +5.3%next day +0.6% · 5 days −9.8% | ↗ |
| Jed Dorsheimer★★★★★★★★★★#485 · hits 49% · avg +23.6% | William Blair | — | Hold | — | Reiterated | 02.10.26on TipRanks 07:50 | +5.3%next day +0.6% · 5 days −9.8% | ↗ |
| Joseph Quatrochi★★★★★★★★★★#388 · hits 64% · avg +21.8% | Wells Fargo | $85.00 → $100+17.6% | Buy | +38.9% | Assigned | 02.10.26on TipRanks 07:00 | +5.3%next day +0.6% · 5 days −9.8% | ↗ |
| Quinn Bolton★★★★★★★★★★#18 · hits 66% · avg +53.7% | Needham | $116 | Buy | +61.1% | Assigned | 02.10.26on TipRanks 05:45 | +5.3%next day +0.6% · 5 days −9.8% | ↗ |
| Vivek Arya★★★★★★★★★★#155 · hits 61% · avg +25.6% | Bank of America Securities | $120 | Buy | +66.6% | Reiterated | 02.10.26on TipRanks 05:10 | +5.3%next day +0.6% · 5 days −9.8% | ↗ |
| Suji Desilva★★★★★★★★★★#47 · hits 55% · avg +52.6% | Roth MKM | $125 | Buy | +73.6% | Reiterated | 01.10.26on TipRanks 20:10 | +5.3%next day +0.6% · 5 days −9.8% | ↗ |
| Tristan Gerra★★★★★★★★★★#91 · hits 58% · avg +34.7% | Robert W. Baird | $108 | Hold | +50.0% | Reiterated | 01.10.26on TipRanks 18:55 | +5.3%next day +0.6% · 5 days −9.8% | ↗ |
| Blayne Curtis★★★★★★★★★★#31 · hits 65% · avg +36.1% | Jefferies | $115 | Buy | +59.7% | Reiterated | 23.09.26on TipRanks 09:45 | +1.4%next day −1.2% · 5 days +4.4% | ↗ |
| Jay Goldberg★★★★★★★★★★#5587 · hits 48% · avg +5.3% | Seaport Global | $100 | Buy | +38.9% | Initiated | 22.09.26on TipRanks 17:10 | +1.4%next day −1.2% · 5 days +4.4% | ↗ |
| Thomas O'Malley★★★★★★★★★★#33 · hits 62% · avg +42.1% | Barclays | $100 | Hold | +38.9% | Reiterated | 21.09.26on TipRanks 04:15 | +0.9%next day +2.6% · 5 days +6.5% | ↗ |
| William Stein★★★★★★★★★★#11 · hits 75% · avg +36.4% | Truist Financial | $91.00 → $75.00−17.6% | Hold | +4.1% | Reiterated | 21.09.26on TipRanks Sep 18 12:00 | +2.3%next day +0.9% · 5 days +9.0% | ↗ |
| Anthony Stoss★★★★★★★★★★#789 · hits 50% · avg +12.1% | Craig-Hallum | — | Hold | — | Reiterated | 17.09.26on TipRanks 09:50 | +1.4%next day +2.3% · 5 days +6.3% | ↗ |
| James Schneider★★★★★★★★★★#315 · hits 63% · avg +27.5% | Goldman Sachs | $95.00 | Hold | +31.9% | Reiterated | 17.09.26on TipRanks 08:45 | +1.4%next day +2.3% · 5 days +6.3% | ↗ |
| Timothy Arcuri★★★★★★★★★★#3 · hits 77% · avg +53.0% | UBS | — | Hold | — | Reiterated | 17.09.26on TipRanks 05:50 | +1.4%next day +2.3% · 5 days +6.3% | ↗ |
| Joshua Buchalter★★★★★★★★★★#137 · hits 64% · avg +33.7% | TD Cowen | $66.60 → $95.00+42.6% | Hold | +31.9% | Reiterated | 17.09.26on TipRanks Sep 16 23:35 | +1.4%next day +2.3% · 5 days +6.3% | ↗ |
| Matthew Prisco★★★★★★★★★★#952 · hits 65% · avg +31.2% | Cantor Fitzgerald | $110 → $90.00−18.2% | Hold | +25.0% | Reiterated | 16.09.26on TipRanks Sep 17 07:50 | −8.6%next day +1.4% · 5 days +9.2% | ↗ |
| Vijay Rakesh★★★★★★★★★★#7 · hits 69% · avg +70.3% | Mizuho Securities | $110 → $95.00−13.6% | Buy | +31.9% | Reiterated | 16.09.26on TipRanks 19:50 | +1.4%next day +2.3% · 5 days +6.3% | ↗ |
| Atif Malik★★★★★★★★★★#3 · hits 77% · avg +46.6% | Citi | $120 → $98.00−18.3% | Hold | +36.1% | Reiterated | 05.08.26on TipRanks 06:40 | −4.6%next day +2.0% · 5 days +8.0% | ↗ |
| Kevin Cassidy★★★★★★★★★★#50 · hits 60% · avg +37.9% | Rosenblatt Securities | $85.00 | Hold | +18.0% | Reiterated | 04.08.26on TipRanks Aug 5 05:15 | −1.3%next day −4.6% · 5 days +0.5% | ↗ |
| Craig Ellis★★★★★★★★★★#102 · hits 55% · avg +34.6% | B. Riley Securities | $135 → $127−5.9% | Buy | +76.3% | Reiterated | 04.08.26on TipRanks 09:30 | −1.3%next day −4.6% · 5 days +0.5% | ↗ |
| Unknown Analyst | Bloomberg Ind. | — | Hold | — | Downgrade | 26.06.26on TipRanks 05:45 | −22.9%next day −3.9% · 5 days +1.4% | ↗ |
| Ross Seymore★★★★★★★★★★#82 · hits 71% · avg +24.8% | Deutsche Bank | $75.00 → $110+46.7% | Buy | +52.7% | Assigned | 05.05.26on TipRanks 09:00 | −0.2%next day +1.6% · 5 days −0.6% | ↗ |
| Harlan Sur★★★★★★★★★★#14 · hits 72% · avg +43.3% | J.P. Morgan | $70.00 → $100+42.9% | Hold | +38.9% | Reiterated | 05.05.26on TipRanks 07:10 | −0.2%next day +1.6% · 5 days −0.6% | ↗ |
| Joseph Moore★★★★★★★★★★#162 · hits 62% · avg +24.5% | Morgan Stanley | $85.00 → $87.00+2.4% | Hold | +20.8% | Assigned | 05.05.26on TipRanks 06:35 | −0.2%next day +1.6% · 5 days −0.6% | ↗ |
| Harsh Kumar★★★★★★★★★★#7 · hits 74% · avg +45.3% | BMO Capital | $65.00 → $75.00+15.4% | Buy | +4.1% | Reiterated | 10.02.26on TipRanks 06:35 | +3.8%next day +5.7% · 5 days +5.7% | ↗ |
| David O'Connor★★★★★★★★★★#1935 · hits 82% · avg +48.0% | Exane BNP Paribas | $62.00 | Hold | −13.9% | Upgrade | 22.01.26on TipRanks 06:20 | −0.6%next day −1.8% · 5 days −2.1% | ↗ |
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The latest rating of each analyst in the last 12 months, as TipRanks lists them. Every rating kept, earlier ones included
Best analysts covering ON Semiconductor
TipRanks picks them by their record on this stock; the figures under the name are their record across all their ratings.
Most accurate
Most profitable
How the average price target moved
The average target of all analysts (their ratings of the 3 months before) on each day, the top analysts’ dashed, against the price; the site keeps this record since 1 October 2026. On 01.10.26: target $105 at a price of $76.87 (+36.3%); now: $105 at $72.02 (+45.1%).
PriceAverage targetTop analysts’ target
Recommendation trend · top analysts
Strong BuyBuyHoldSell
| Rating | 05.26 | 06.26 | 07.26 | 08.26 | 09.26 | 10.26 |
|---|---|---|---|---|---|---|
| Strong Buy | 0 | 3 | 4 | 8 | 12 | 13 |
| Buy | 20 | 27 | 28 | 19 | 15 | 15 |
| Hold | 16 | 24 | 23 | 23 | 26 | 27 |
| Sell | 0 | 0 | 0 | 0 | 0 | 0 |
Earnings and sales forecast
Next report: 02.11.26 (Q3 2026, date not confirmed)
Earnings per share
Next quarter’s EPS estimate — $0.88 (from $0.85 to $0.93). Last quarter: $0.74.
Sales
Next quarter’s sales estimate — $1.7B (from $1.7B to $1.8B). Last quarter: $1.6B.
Best top-analyst consensus in the sector · Technology
About ON Semiconductor
- CEO: Hassane S. El-Khoury
- Employees: 22,600
- 5701 North Pima Road, Scottsdale, AZ, 85250, US
- www.onsemi.com
ON Semiconductor Corporation operates as a global provider of sophisticated power and sensing solutions. Their cutting-edge power innovations are pivotal in modernizing various sectors: they contribute to the development of lighter, extended-range electric vehicles, underpin rapid-charging infrastructure, and bolster sustainable energy initiatives for applications such as solar arrays, industrial power systems, and energy storage. The company's operations are structured into three main divisions: the Power Solutions Group, the Advanced Solutions Group, and the Intelligent Sensing Group. ON Semiconductor offers a broad array of semiconductor products, including analog components, discrete devices, modules, and integrated circuits. These products are designed to perform numerous critical functions, such as power switching, energy conversion, signal conditioning, circuit protection, signal amplification, and voltage regulation. Beyond these standard offerings, the firm also designs and develops specialized analog, mixed-signal, advanced logic, application-specific integrated circuits (ASICs) and standard products, radio frequency (RF) components, and integrated power management solutions, catering to a diverse range of end-market consumers. Furthermore, it provides foundry and design services specifically for government clients. The company's portfolio also encompasses advanced imaging technologies. This includes the creation of complementary metal-oxide-semiconductor (CMOS) image sensors, sophisticated image signal processors, and single photon detectors like silicon photomultipliers (SiPMs) and single-photon avalanche diode (SPAD) arrays. Additionally, ON Semiconductor produces actuator drivers essential for autofocus and image stabilization, serving a wide spectrum of end-users across numerous industries. Established in 1992, ON Semiconductor Corporation is headquartered in Phoenix, Arizona.
Data from the stock’s TipRanks forecast page, read 1 min ago. It is read again as soon as a new rating appears and at least every 8 hours. TipRanks ↗