onsemi (NASDAQ:ON) Given New $87.00 Price Target at Mizuho

Posted by Geri Gentry on Nov 3rd, 2026

onsemi (NASDAQ:ON – Get Free Report) had its price objective reduced by equities research analysts at Mizuho from $95.00 to $87.00 in a report issued on Tuesday. Mizuho‘s price target would suggest a potential upside of 19.83% from the company’s current price.

ON has been the subject of several other research reports. DA Davidson set a $110.00 target price on shares of onsemi in a report on Tuesday. TD Cowen reiterated a “hold” rating and set a $75.00 price target on shares of onsemi in a report on Tuesday. Rosenblatt Securities reduced their price objective on shares of onsemi from $85.00 to $80.00 and set a “neutral” rating on the stock in a research report on Tuesday. Stonex Financia raised shares of onsemi to a “strong-buy” rating in a research note on Wednesday, October 14th. Finally, Stifel Nicolaus boosted their target price on onsemi from $75.00 to $80.00 and gave the company a “hold” rating in a research report on Monday, October 5th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and fifteen have assigned a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $90.00.

Read Our Latest Research Report on onsemi

onsemi Trading Up 3.6%

ON traded up $2.49 during trading on Tuesday, reaching $72.60. The company had a trading volume of 15,526,353 shares, compared to its average volume of 10,547,412. The stock has a market cap of $28.26 billion, a P/E ratio of 46.54, a PEG ratio of 0.62 and a beta of 2.05. The business has a 50 day simple moving average of $74.67 and a 200-day simple moving average of $82.02. onsemi has a 52 week low of $44.56 and a 52 week high of $134.92. The company has a quick ratio of 2.49, a current ratio of 3.46 and a debt-to-equity ratio of 0.51.

onsemi (NASDAQ:ON – Get Free Report) last posted its quarterly earnings data on Monday, November 2nd. The semiconductor company reported $0.90 EPS for the quarter, topping the consensus estimate of $0.88 by $0.02. onsemi had a net margin of 10.17% and a return on equity of 14.06%. The company had revenue of $1.72 billion during the quarter, compared to analyst estimates of $1.71 billion. During the same period in the previous year, the firm earned $0.63 earnings per share. onsemi’s quarterly revenue was up 11.1% compared to the same quarter last year. On average, equities analysts anticipate that onsemi will post 3.21 EPS for the current fiscal year.

Insider Buying and Selling at onsemi

In other news, insider Sudhir Gopalswamy sold 15,578 shares of the business’s stock in a transaction on Thursday, October 1st. The shares were sold at an average price of $80.00, for a total transaction of $1,246,240.00. Following the completion of the sale, the insider directly owned 158,177 shares of the company’s stock, valued at approximately $12,654,160. The trade was a 8.97% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.35% of the company’s stock.

Institutional Investors Weigh In On onsemi

A number of institutional investors and hedge funds have recently added to or reduced their stakes in ON. Greenleaf Trust boosted its position in onsemi by 2.5% in the 3rd quarter. Greenleaf Trust now owns 5,890 shares of the semiconductor company’s stock valued at $453,000 after buying an additional 144 shares during the period. V Square Quantitative Management LLC increased its position in shares of onsemi by 2.7% during the first quarter. V Square Quantitative Management LLC now owns 5,946 shares of the semiconductor company’s stock worth $368,000 after acquiring an additional 157 shares during the period. Compound Planning Inc. increased its position in shares of onsemi by 3.9% during the first quarter. Compound Planning Inc. now owns 4,733 shares of the semiconductor company’s stock worth $293,000 after acquiring an additional 179 shares during the period. Root Financial Partners LLC raised its stake in shares of onsemi by 39.4% during the first quarter. Root Financial Partners LLC now owns 701 shares of the semiconductor company’s stock valued at $43,000 after acquiring an additional 198 shares in the last quarter. Finally, Brookstone Capital Management raised its stake in shares of onsemi by 5.6% during the third quarter. Brookstone Capital Management now owns 5,318 shares of the semiconductor company’s stock valued at $409,000 after acquiring an additional 284 shares in the last quarter. Institutional investors own 97.70% of the company’s stock.

onsemi News Roundup

Here are the key news stories impacting onsemi this week:

Positive Sentiment: Q3 beat estimates: onsemi reported adjusted EPS of $0.90 versus $0.88 expected and revenue of about $1.72 billion versus roughly $1.71 billion expected. Revenue rose 11% year over year, while free cash flow increased 31% to $489 million. Zacks Q3 results article
Positive Sentiment: AI demand and Ferric acquisition: AI data-center revenue surged 175% year over year. The planned $600 million cash acquisition of Ferric, with up to $175 million in contingent payments, adds integrated voltage-regulator technology for next-generation AI processors. onsemi raised its 2030 AI data-center revenue target by $500 million to more than $3 billion. Ferric acquisition announcement
Positive Sentiment: Q4 outlook modestly topped expectations: the company forecast EPS of $0.95–$1.07 and revenue of $1.7–$1.8 billion, with the revenue midpoint above consensus. Management also cited stronger industrial demand and manufacturing efficiencies supporting margins. Zacks earnings call highlights
Neutral Sentiment: Analyst views remain mixed: Craig Hallum upgraded ON to Buy with an $85 target, while several firms maintained Hold or Neutral ratings. Truist raised its target slightly to $76, while B. Riley cut its target to $97 but kept a Buy rating. This reflects optimism about growth potential alongside caution about near-term execution and industry risks. Goldman Sachs rating report
Negative Sentiment: Expectations and deal spending could limit upside: ON initially faced selling after its results despite the beats, suggesting investors may have wanted a stronger near-term outlook. The Ferric purchase also requires a substantial cash outlay, while automotive-market risks remain a concern for analysts.

About onsemi

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onsemi is engaged in disruptive innovations and also a supplier of power and analog semiconductors. The firm offers vehicle electrification and safety, sustainable energy grids, industrial automation, and 5G and cloud infrastructure, with a focus on automotive and industrial end-markets. It operates through the following segments: Power Solutions Group, Advanced Solutions Group, and Intelligent Sensing Group. The Power Solutions Group segment offers discrete, module, and semiconductor products that perform multiple application functions, including power switching, power conversion, signal conditioning, circuit protection, signal amplification, and voltage reference functions.