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ON Semiconductor Corporation — Wall Street Analyst Estimates & Price Targets

ON
NASDAQTechnologySemiconductorsCIK 0001097864onsemi.comAbout ON
Last close · Oct 16, 202672.02−1.68 (−2.28%)
Market cap$28.0B

7 firms' latest targets, last 90 days: median $90.00 ($62.00–$116.00), 25% above the last close.

Price and published targets

daily close, 12 months · each dot a target, a firm's latest darker
$50.0$75.0$100$125$150NovJan 2026MarMayJulSep2025-11-04 · Williams Trading: $60.02025-11-04 · Truist: $51.02025-11-04 · CFRA: $64.02026-01-22 · BNP Paribas Exane: $62.02026-02-12 · Barclays: $75.02026-05-05 · Mizuho Securities: $1202026-05-05 · Susquehanna: $1202026-06-24 · Stifel: $1072026-06-26 · Needham: $1302026-06-26 · Susquehanna: $1402026-06-26 · Evercore ISI: $1372026-06-26 · UBS: $1102026-06-29 · UBS: $95.02026-07-01 · Mizuho Securities: $1252026-07-09 · Susquehanna: $1502026-07-31 · Cantor Fitzgerald: $1102026-08-04 · Needham: $1162026-08-05 · Truist: $91.02026-08-12 · Truist: $40.02026-08-12 · Bernstein: $62.02026-09-17 · Cantor Fitzgerald: $90.02026-09-17 · Stifel: $75.02026-09-17 · Mizuho Securities: $95.02026-09-18 · Truist: $75.02026-09-22 · Seaport Global: $1002026-10-05 · Stifel: $80.0
$50.0$75.0$100$125$150NovFebMayAug

Each firm's latest target

last 90 days · 7 firms
DateFirmTargetPreviousChangeVs price thenVs price now
2026-10-05Stifel$80.00$75.00▲ 7%-6%+11%
2026-09-22Seaport Global$100.00——+36%+39%
2026-09-18Truist$75.00$40.00▲ 88%+9%+4%
2026-09-17Cantor Fitzgerald$90.00$110.00▼ 18%+35%+25%
2026-09-17Mizuho Securities$95.00$125.00▼ 24%+43%+32%
2026-08-12Bernstein$62.00——-26%-14%
2026-08-04Needham$116.00$130.00▼ 11%+45%+61%

Consensus estimates

revenue and EPS by fiscal year · reported years marked
FYRevenueYoYEPSYoYRevenue rangeEPS rangeAnalysts
2023reported$8.3B-1%$4.89+15%est. $8.2B+0%est. $5.1121
2024reported$7.1B-14%$3.63-26%est. $7.1B+0%est. $4.0022
2025reported$6.0B-15%$0.29-92%est. $6.0B+0%est. $2.3323
2026$6.6B+9%$3.20+37%$6.5B–$6.7B$3.00–$3.3324
2027$7.4B+13%$4.52+41%$7.3B–$7.7B$4.03–$4.7124
2028$8.4B+14%$5.87+30%$8.0B–$9.3B$4.60–$6.8119
2029$9.7B+15%$7.28+24%$9.5B–$10.1B$7.02–$7.659
2030$10.8B+11%$9.00+24%$10.5B–$11.2B$8.67–$9.4615
A reported year shows the company's figures, with the consensus beside it (revenue against it in %). Reported EPS is GAAP diluted; the analysts' EPS usually leaves items such as stock compensation out, so the two are not like for like. Faded: a year the valuation models do not read — they read the first 3, and a later one only while 10 or more analysts cover every year up to it — or one under 5 analysts.

Targets, grades and estimates are quoted from third parties (via Financial Modeling Prep) and are theirs, not ours; each target links to the report it was published in. A firm counts once, at its latest target or grade.