onsemi (NASDAQ:ON) Stock Price Expected to Rise, Stifel Nicolaus Analyst Says

Posted by Brian Himes on Oct 7th, 2026

onsemi (NASDAQ:ON – Get Free Report) had its price target hoisted by research analysts at Stifel Nicolaus from $75.00 to $80.00 in a research report issued on Monday, MarketBeat Ratings reports. The brokerage presently has a “hold” rating on the semiconductor company’s stock. Stifel Nicolaus’ price target indicates a potential downside of 7.31% from the company’s previous close.

A number of other equities analysts have also commented on the stock. TD Cowen dropped their price target on shares of onsemi from $110.00 to $95.00 and set a “buy” rating on the stock in a research report on Monday, July 13th. Seaport Research Partners began coverage on shares of onsemi in a research note on Tuesday, September 22nd. They issued a “buy” rating and a $100.00 target price on the stock. Susquehanna lifted their target price on shares of onsemi from $140.00 to $150.00 and gave the stock a “positive” rating in a report on Thursday, July 9th. Weiss Ratings raised shares of onsemi from a “sell (d+)” rating to a “hold (c)” rating in a research report on Friday, August 7th. Finally, Zacks Research cut shares of onsemi from a “strong-buy” rating to a “hold” rating in a report on Monday, July 6th. Fifteen research analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $95.56.

Get Our Latest Analysis on ON

onsemi Stock Performance

Shares of NASDAQ ON opened at $86.31 on Monday. The business’s 50-day simple moving average is $76.37 and its 200-day simple moving average is $88.97. The company has a debt-to-equity ratio of 0.51, a quick ratio of 2.49 and a current ratio of 3.46. onsemi has a 52 week low of $44.56 and a 52 week high of $134.92. The firm has a market cap of $33.60 billion, a price-to-earnings ratio of 55.33, a P/E/G ratio of 0.71 and a beta of 2.05.

onsemi (NASDAQ:ON – Get Free Report) last posted its earnings results on Monday, August 3rd. The semiconductor company reported $0.74 earnings per share for the quarter, topping the consensus estimate of $0.72 by $0.02. The firm had revenue of $1.60 billion during the quarter, compared to analyst estimates of $1.59 billion. onsemi had a return on equity of 14.06% and a net margin of 10.17%.The company’s revenue for the quarter was up 9.2% on a year-over-year basis. During the same period in the previous year, the company earned $0.53 EPS. onsemi has set its Q3 2026 guidance at 0.810-0.930 EPS. As a group, equities research analysts expect that onsemi will post 3.2 earnings per share for the current fiscal year.

Insider Buying and Selling at onsemi

In other news, insider Sudhir Gopalswamy sold 15,578 shares of the stock in a transaction that occurred on Thursday, October 1st. The stock was sold at an average price of $80.00, for a total value 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. This represents a 8.97% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.35% of the company’s stock.

Hedge Funds Weigh In On onsemi

Large investors have recently bought and sold shares of the stock. Janus Henderson Group PLC grew its position in onsemi by 10.9% in the 1st quarter. Janus Henderson Group PLC now owns 13,700,884 shares of the semiconductor company’s stock worth $848,392,000 after purchasing an additional 1,345,894 shares during the last quarter. Van ECK Associates Corp raised its position in shares of onsemi by 16.6% during the second quarter. Van ECK Associates Corp now owns 5,143,343 shares of the semiconductor company’s stock valued at $486,252,000 after buying an additional 731,540 shares during the last quarter. Pictet Asset Management Holding SA lifted its stake in shares of onsemi by 15.5% in the first quarter. Pictet Asset Management Holding SA now owns 4,597,886 shares of the semiconductor company’s stock valued at $284,495,000 after buying an additional 615,905 shares during the period. Dimensional Fund Advisors LP grew its position in onsemi by 6.4% during the first quarter. Dimensional Fund Advisors LP now owns 3,442,177 shares of the semiconductor company’s stock worth $212,997,000 after buying an additional 207,587 shares in the last quarter. Finally, Assenagon Asset Management S.A. grew its position in onsemi by 74.8% during the second quarter. Assenagon Asset Management S.A. now owns 2,807,808 shares of the semiconductor company’s stock worth $265,450,000 after buying an additional 1,201,534 shares in the last quarter. 97.70% of the stock is currently owned by institutional investors and hedge funds.

More onsemi News

Here are the key news stories impacting onsemi this week:

Positive Sentiment: Revised Synaptics deal is viewed as more shareholder-friendly. onsemi changed its proposed acquisition of Synaptics to an approximately $5.7 billion all-cash transaction after a competing bid emerged. The revised structure reportedly lowers the deal cost by about $1.3 billion, avoids equity dilution and is expected to provide more immediate earnings accretion. Why onsemi’s Synaptics Pivot Could Be a Game Changer
Positive Sentiment: Acquisition supports an AI and power-management strategy. Management is positioning Synaptics’ connectivity and edge-computing capabilities to complement onsemi’s power semiconductors, with the combined business targeting physical AI, automotive and industrial applications. Investors appear encouraged that the transaction could broaden onsemi’s exposure beyond cyclical semiconductor demand. Why onsemi is Betting Big on AI Power
Neutral Sentiment: Technical momentum has improved. Market commentary points to a potential higher low near $68, rising volume and a possible breakout confirmation above roughly $86.50. These signals may support short-term enthusiasm, although they are not fundamental catalysts. ON Semiconductor Stock Opinions on Recent Price Breakout
Negative Sentiment: Analyst caution remains. Stifel raised its price target to $80 from $75 but retained a Hold rating, saying inventory correction is largely complete while demand recovery remains uncertain. The new target is below the recent trading level, limiting near-term upside according to that view. ON Semiconductor’s Recovery Is Taking Shape
Negative Sentiment: Insider selling is a secondary concern. Recent disclosures show onsemi executives sold shares, including CFO Trent Thad’s reported sales totaling about 90,000 shares. This may reinforce caution while investors await clearer evidence of a sustained demand recovery.

onsemi Company Profile

(Get Free Report)

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.