Recent Analysts’ Ratings Changes for onsemi (ON)

Several analysts have recently updated their ratings and price targets for onsemi (NASDAQ: ON):

• 11/7/2026 – onsemi was upgraded by Wall Street Zen from “buy” to “strong-buy”.
• 11/4/2026 – onsemi had its “hold (c)” rating reaffirmed by Weiss Ratings.
• 11/4/2026 – onsemi had its price target lowered by Citigroup from $98.00 to $80.00. They now have a “neutral” rating on the stock.
• 11/3/2026 – onsemi was given a new $110.00 price target by DA Davidson.
• 11/3/2026 – onsemi had its “buy” rating reaffirmed by Needham & Company LLC. They now have a $116.00 price target on the stock.
• 11/3/2026 – onsemi had its price target lowered by Wells Fargo & Company from $100.00 to $90.00. They now have an “overweight” rating on the stock.
• 11/3/2026 – onsemi had its price target lowered by Mizuho from $95.00 to $87.00.
• 11/3/2026 – onsemi had its price target lowered by The Goldman Sachs Group from $95.00 to $85.00.
• 11/3/2026 – onsemi had its price target raised by Truist Financial from $75.00 to $76.00. They now have a “hold” rating on the stock.
• 11/3/2026 – onsemi had its price target lowered by B. Riley Financial from $105.00 to $97.00. They now have a “buy” rating on the stock.
• 11/3/2026 – onsemi had its “hold” rating reaffirmed by TD Cowen. They now have a $75.00 price target on the stock.
• 11/3/2026 – onsemi had its “neutral” rating reaffirmed by Cantor Fitzgerald. They now have a $90.00 price target on the stock.
• 11/3/2026 – onsemi had its price target lowered by Rosenblatt Securities from $85.00 to $80.00. They now have a “neutral” rating on the stock.
• 11/3/2026 – onsemi was upgraded by Craig Hallum from “hold” to “buy”. They now have a $85.00 price target on the stock, up from $60.00.
• 11/2/2026 – onsemi had its price target lowered by Evercore from $137.00 to $90.00.
• 10/22/2026 – onsemi had its price target lowered by B. Riley Financial from $127.00 to $105.00. They now have a “buy” rating on the stock.
• 10/21/2026 – onsemi had its price target lowered by Susquehanna from $150.00 to $120.00. They now have a “positive” rating on the stock.
• 10/19/2026 – onsemi had its price target lowered by TD Cowen from $95.00 to $75.00. They now have a “hold” rating on the stock.
• 10/14/2026 – onsemi was upgraded by Stonex Financial to “strong-buy”.
• 10/5/2026 – onsemi had its price target raised by Stifel Nicolaus from $75.00 to $80.00. They now have a “hold” rating on the stock.
• 10/2/2026 – onsemi had its price target raised by Wells Fargo & Company from $85.00 to $100.00. They now have an “overweight” rating on the stock.
• 10/2/2026 – onsemi had its “buy” rating reaffirmed by Needham & Company LLC. They now have a $116.00 price target on the stock.
• 9/22/2026 – onsemi is now covered by Seaport Research Partners. They set a “buy” rating and a $100.00 price target on the stock.
• 9/22/2026 – onsemi was upgraded by Seaport Research Partners to “strong-buy”.
• 9/18/2026 – onsemi had its price target lowered by Truist Financial from $91.00 to $75.00. They now have a “hold” rating on the stock.
• 9/17/2026 – onsemi had its “neutral” rating reaffirmed by UBS Group.
• 9/17/2026 – onsemi had its price target lowered by Stifel Nicolaus from $90.00 to $75.00. They now have a “hold” rating on the stock.
• 9/17/2026 – onsemi had its price target lowered by Mizuho from $110.00 to $95.00. They now have an “outperform” rating on the stock.
• 9/17/2026 – onsemi had its “neutral” rating reaffirmed by Rosenblatt Securities. They now have a $85.00 price target on the stock.
• 9/17/2026 – onsemi had its price target lowered by Wells Fargo & Company from $95.00 to $85.00. They now have an “overweight” rating on the stock.
• 9/17/2026 – onsemi had its “buy” rating reaffirmed by Needham & Company LLC. They now have a $116.00 price target on the stock.
• 9/17/2026 – onsemi had its price target lowered by Cantor Fitzgerald from $110.00 to $90.00. They now have a “neutral” rating on the stock.

onsemi Stock Performance

Shares of ON traded up $5.75 during midday trading on Monday, reaching $69.06. 4,420,775 shares of the stock were exchanged, compared to its average volume of 10,608,470. onsemi has a twelve month low of $44.56 and a twelve month high of $134.92. The company has a quick ratio of 2.61, a current ratio of 3.55 and a debt-to-equity ratio of 0.49. The company has a market cap of $26.88 billion, a P/E ratio of 40.15, a PEG ratio of 0.51 and a beta of 2.11. The stock’s 50 day simple moving average is $74.22 and its 200 day simple moving average is $82.16.

onsemi (NASDAQ:ON) last released its quarterly earnings results on Monday, November 2nd. The semiconductor company reported $0.90 EPS for the quarter, topping analysts’ consensus estimates of $0.88 by $0.02. The business had revenue of $1.72 billion for the quarter, compared to analyst estimates of $1.71 billion. onsemi had a net margin of 10.82% and a return on equity of 15.53%. onsemi’s revenue for the quarter was up 11.1% compared to the same quarter last year. During the same period last year, the firm earned $0.63 earnings per share. On average, sell-side analysts expect that onsemi will post 3.27 earnings per share for the current year.

Insider Activity at onsemi

In related news, insider Sudhir Gopalswamy sold 15,578 shares of the business’s stock in a transaction dated 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 transaction, the insider owned 158,177 shares of the company’s stock, valued at $12,654,160. The trade was a 8.97% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.35% of the company’s stock.

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.