Should I buy ON Semiconductor (ON) stock or is it too late?

ON Semiconductor · Information Technology · price $77

See the full ON Semiconductor (ON) profile

⭐ What the most reliable analysts say · those who beat their sector, targets replayed on real prices

⭐ The most reliable of them, either direction: Truist Securities — 74% of its targets hit on this sector (207 calls tested). It aims for $75 (-2.2 %), call made on September 19, 2026, maturing on September 19, 2027 (25 d ago).

The 10 reliable analysts $96.50+26 %

The 10 other firms $108+40 %

How to read it: the 10 reliable firms are not filtered by optimism — 9 aim above the price, 1 below, hence their $96.50 median. “The 10 others” are the firms that don't pass our reliability filter on this sector.

Firm-by-firm track record on ON Semiconductor

Here the hit rate is measured <b>on this stock specifically</b> (matured targets replayed against real prices, minimum 5 calls tested) — the green block above measures reliability <b>across the whole sector</b>, which is the criterion behind JPI selections. “Aims for” = the firm's most recent target on this stock; “—” means it hasn't published one recently.

Firm	% right	Gain vs sector	Calls	Aims for
Jefferies	67 %	+46.9 %	6	$115 +50%
Needham	65 %	+45.7 %	31	$116 +51%
Rosenblatt	75 %	+39.2 %	8	$85 +11%
Wells Fargo	64 %	+35.0 %	11	$100 +30%
Citigroup	69 %	+33.5 %	13	$98 +28%
Mizuho	61 %	+32.8 %	23	$95 +24%
Benchmark	57 %	+28.8 %	14	$60 -22%
B. Riley Securities	62 %	+25.2 %	13	$127 +66%

In short — Should you invest in ON Semiconductor? Is it too late, still worth it? Analysts are split (50% buy, median target $100, i.e. +30%), and the most reliable on ON targets even higher. But the valuation is stretched (P/E ~49), the stock is volatile, it pays virtually no dividend. We give you both sides, with the numbers — not advice.

✅ Reasons to believe

Median price target $100, i.e. +30% from the current price ($77).
The most reliable firm on ON, Rosenblatt (75% hit rate, 8 scored calls), targets $85 (call made on September 17, 2026, maturing on September 17, 2027) (+11%) in its most recent call, and $85 (call made on August 4, 2026, maturing on August 4, 2027) (+11%) in the one coming due soonest.

⚠️ Reasons to hesitate

The consensus is not unanimous: of 20 ratings, 10 are neutral.
High valuation (P/E ~49): strong growth is already "priced in", leaving little room for error.
A 12-month target is not a guaranteed path: the price can fall in the meantime.
Volatile stock: sharp swings — including steep drops — are part of its profile.
No dividend: your return depends only on price appreciation.

The analyst consensus on ON

Median target $100 (+30%) · 20 ratings · Buy consensus

Strong Buy00%

Buy1050%

Hold1050%

Sell00%

Strong Sell00%

⚠️ Information, not investment advice. Past performance does not guarantee future results. Analyst targets on a ~12-month horizon.

Frequently asked questions

Should you invest in ON Semiconductor now?

We won't decide for you. The facts: 50% of analysts rate it a buy, median target $100 (+30%), and Rosenblatt (most reliable on ON, 75%) targets $85. Weigh that against valuation (P/E ~49) and volatility. This is not personalized advice.

Is it too late to invest in ON Semiconductor?

Not according to analysts: the median target ($100) is still +30% above the current price ($77) (most reliable on ON: Rosenblatt, 75%). The real question isn't "too late" but the price-to-value gap and risk. Not advice.

Is ON Semiconductor still worth investing in?

It depends on the gap between the price ($77) and its estimated value: analysts target $100 on median (+30%), with 50% buys (most reliable on ON: Rosenblatt, 75%). Cross-check with their real reliability on ON and the cautions above. Information, not advice.

What's the main risk in buying ON?

The consensus is not unanimous: of 20 ratings, 10 are neutral.

→ Go deeper: the full ON Semiconductor profile (consensus, analyst reliability, price target, performance).