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

ON Semiconductor · Information Technology · price $75

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 (203 calls tested). It aims for $91 (+22 %), call made on August 6, 2026, maturing on August 6, 2027 (22 d ago).

The 13 reliable analysts $110+47 %

The 6 other firms $108+44 %

How to read it: the 13 reliable firms are not filtered by optimism — 13 aim above the price, 0 below, hence their $110 median. “The 6 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 +54%
Needham	65 %	+45.7 %	31	$116 +55%
Rosenblatt	75 %	+39.2 %	8	$85 +14%
Wells Fargo	64 %	+35.0 %	11	$110 +47%
Citigroup	69 %	+33.5 %	13	$98 +31%
Mizuho	61 %	+32.8 %	23	$110 +47%
Benchmark	57 %	+28.8 %	14	$60 -20%
B. Riley Securities	62 %	+25.2 %	13	$127 +70%

In short — Should you invest in ON Semiconductor? Is it too late, still worth it? Analysts are split (47% buy, median target $110, i.e. +47%), and the most reliable on ON targets even higher. But the valuation is stretched (P/E ~48), 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 $110, i.e. +47% from the current price ($75).
The most reliable firm on ON, Rosenblatt (75% hit rate, 8 scored calls), targets $85 (call made on August 4, 2026, maturing on August 4, 2027) (+14%) in its most recent call, and $85 (call made on May 5, 2026, maturing on May 5, 2027) (+14%) in the one coming due soonest.
6 analysts rated reliable (≥55% hit rate, beat their sector) are bullish on the stock.

⚠️ Reasons to hesitate

The consensus is not unanimous: of 19 ratings, 10 are neutral.
High valuation (P/E ~48): 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 $110 (+47%) · 19 ratings · Hold consensus

Strong Buy00%

Buy947%

Hold1053%

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: 47% of analysts rate it a buy, median target $110 (+47%), and Rosenblatt (most reliable on ON, 75%) targets $85. Weigh that against valuation (P/E ~48) and volatility. This is not personalized advice.

Is it too late to invest in ON Semiconductor?

Not according to analysts: the median target ($110) is still +47% above the current price ($75) (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 ($75) and its estimated value: analysts target $110 on median (+47%), with 47% 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 19 ratings, 10 are neutral.

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