ON Semiconductor (ON) price target — analyst by analyst

ON Semiconductor · Information Technology · ref. ETF XLK · price $74.8
Logo ON SemiconductorSee the full ON Semiconductor (ON) profile
By Rédaction JPI Invest · updated
In short — 22 price targets published on ON Semiconductor over 90 days: 12 bullish, 0 bearish (55% positive), median target $116. The highest-ranked firm to weigh in is Rosenblatt (rank 5, 68.1% hit rate). For each call below we show the firm's real track record — not just its opinion.

The last 22 analyst calls on ON

Newest first. The "verdict" is our read on the firm, based on its past calls replayed against actual prices.

Neutral
Cantor Fitzgerald · Neutral · target $110 (+32% vs price that day)
Our verdict — Cantor Fitzgerald ranks #11 of 64 in our leaderboard: 57.8% hit rate across all stocks, 37.1% average gain per call, +12 pts vs its sector.
Neutral
Citigroup · Neutral · target $98 (+25% vs price that day)
Our verdict — Citigroup ranks #24 of 64 in our leaderboard: 69.2% hit rate on ON Semiconductor (13 scored calls on this stock), 20.1% average gain per call, +5 pts vs its sector.
Neutral
Truist Securities · Hold · target $91 (+16% vs price that day)
Our verdict — Truist Securities ranks #51 of 64 in our leaderboard: 45.5% hit rate on ON Semiconductor (11 scored calls on this stock), 14.6% average gain per call, +3 pts vs its sector.
Bullish
Mizuho · Outperform · target $110 (+43% vs price that day)
Our verdict — Mizuho ranks #36 of 64 in our leaderboard: 60.9% hit rate on ON Semiconductor (23 scored calls on this stock), 18.4% average gain per call, +4 pts vs its sector.
Bullish
B. Riley Securities · Buy · target $127 (+65% vs price that day)
Our verdict — B. Riley Securities ranks #6 of 64 in our leaderboard: 61.5% hit rate on ON Semiconductor (13 scored calls on this stock), 31.9% average gain per call, +13 pts vs its sector.
Bullish
Wells Fargo · Overweight · target $110 (+43% vs price that day)
Our verdict — Wells Fargo ranks #47 of 64 in our leaderboard: 63.6% hit rate on ON Semiconductor (11 scored calls on this stock), 14.5% average gain per call, +3 pts vs its sector.
Neutral
Cantor Fitzgerald · Neutral · target $110 (+36% vs price that day)
Our verdict — Cantor Fitzgerald ranks #11 of 64 in our leaderboard: 57.8% hit rate across all stocks, 37.1% average gain per call, +12 pts vs its sector.
Neutral
Rosenblatt · Neutral · target $85 (+5% vs price that day)
Our verdict — Rosenblatt ranks #5 of 64 in our leaderboard: 75% hit rate on ON Semiconductor (8 scored calls on this stock), 40.4% average gain per call, +13 pts vs its sector.
Neutral
Baird · Neutral · target $108 (+34% vs price that day)
Our verdict — Baird ranks #53 of 64 in our leaderboard: 60% hit rate on ON Semiconductor (5 scored calls on this stock), 17.1% average gain per call, +2 pts vs its sector.
Bullish
Needham · Buy · target $116 (+44% vs price that day)
Our verdict — Needham ranks #14 of 64 in our leaderboard: 64.5% hit rate on ON Semiconductor (31 scored calls on this stock), 33.4% average gain per call, +10 pts vs its sector.
Bullish
Wells Fargo · Overweight · target $130 (+50% vs price that day)
Our verdict — Wells Fargo ranks #47 of 64 in our leaderboard: 63.6% hit rate on ON Semiconductor (11 scored calls on this stock), 14.5% average gain per call, +3 pts vs its sector.
Neutral
TD Cowen · Hold · target $95 (+1% vs price that day)
Our verdict — TD Cowen ranks #60 of 64 in our leaderboard: 61.3% hit rate across all stocks, 14% average gain per call, 0 pts vs its sector.
Bullish
Susquehanna · Positive · target $150 (+56% vs price that day)
Our verdict — Susquehanna ranks #23 of 64 in our leaderboard: 52.9% hit rate on ON Semiconductor (17 scored calls on this stock), 24.3% average gain per call, +6 pts vs its sector.
Bullish
Mizuho · Outperform · target $125 (+32% vs price that day)
Our verdict — Mizuho ranks #36 of 64 in our leaderboard: 60.9% hit rate on ON Semiconductor (23 scored calls on this stock), 18.4% average gain per call, +4 pts vs its sector.
Neutral
Cantor Fitzgerald · Neutral · target $110 (+16% vs price that day)
Our verdict — Cantor Fitzgerald ranks #11 of 64 in our leaderboard: 57.8% hit rate across all stocks, 37.1% average gain per call, +12 pts vs its sector.
Bullish
Susquehanna · Positive · target $140 (+58% vs price that day)
Our verdict — Susquehanna ranks #23 of 64 in our leaderboard: 52.9% hit rate on ON Semiconductor (17 scored calls on this stock), 24.3% average gain per call, +6 pts vs its sector.
Bullish
B. Riley Securities · Buy · target $135 (+52% vs price that day)
Our verdict — B. Riley Securities ranks #6 of 64 in our leaderboard: 61.5% hit rate on ON Semiconductor (13 scored calls on this stock), 31.9% average gain per call, +13 pts vs its sector.
Bullish
Evercore ISI Group · Outperform · target $137 (+51% vs price that day)
Our verdict — Evercore ISI Group ranks #41 of 64 in our leaderboard: 62.5% hit rate across all stocks, 15.1% average gain per call, +4 pts vs its sector.
Bullish
Needham · Buy · target $130 (+43% vs price that day)
Our verdict — Needham ranks #14 of 64 in our leaderboard: 64.5% hit rate on ON Semiconductor (31 scored calls on this stock), 33.4% average gain per call, +10 pts vs its sector.
Neutral
Stifel · Hold · target $107 (-10% vs price that day)
Our verdict — Stifel ranks #20 of 64 in our leaderboard: 63% hit rate across all stocks, 21.6% average gain per call, +6 pts vs its sector.
Neutral
Citigroup · Neutral · target $120 (+1% vs price that day)
Our verdict — Citigroup ranks #24 of 64 in our leaderboard: 69.2% hit rate on ON Semiconductor (13 scored calls on this stock), 20.1% average gain per call, +5 pts vs its sector.
Bullish
Wells Fargo · Overweight · target $140 (+27% vs price that day)
Our verdict — Wells Fargo ranks #47 of 64 in our leaderboard: 63.6% hit rate on ON Semiconductor (11 scored calls on this stock), 14.5% average gain per call, +3 pts vs its sector.

⚠️ Price targets as published by the firms, timestamped at their publication date. The upside shown is vs the price on the day of the call, not today's price. Informational data, not investment advice.

Frequently asked questions

What are analysts saying about ON right now?

Over the last 90 days, 22 price targets were published on ON Semiconductor: 12 bullish and 0 bearish (55% positive). The median target is $116. The latest call is from August 17, 2026.

Should you trust these price targets?

Not blindly — that's the point of this page: next to each call we show the firm's real track record — its rank among 64 tracked firms, its hit rate and its average gain per call. An ambitious target from a firm that is wrong 6 times out of 10 is not worth the same as one from a consistent firm.

Which firm covering ON is the most reliable?

Among the firms that published on ON Semiconductor in the last 90 days, our highest-ranked is Rosenblatt (rank 5 of 64, 68.1% hit rate, 40.4% average gain per call).

Where does this data come from?

From analyst price targets, timestamped at publication then replayed against the actual price. Firm rankings come from our analyst leaderboard. Updated daily.

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