onsemi (NASDAQ:ON) Stock Price Expected to Rise, Stifel Nicolaus Analyst Says

Key Points

• Stifel Nicolaus raised onsemi’s price target to $80 from $75 but maintained a “hold” rating, implying roughly 5.76% downside from the $84.89 share price. Analysts overall assign the stock a “Moderate Buy” rating with a consensus target of $95.56.
• onsemi recently exceeded quarterly expectations, reporting $0.74 in adjusted earnings per share versus a $0.72 consensus estimate and $1.60 billion in revenue. Revenue increased 9.2% year over year, while management issued third-quarter 2026 EPS guidance of $0.81–$0.93.
• Institutional investors own 97.7% of the stock, with several major asset managers increasing their positions. An insider separately sold 15,578 shares for approximately $1.25 million under a pre-arranged trading plan.

onsemi (NASDAQ:ON - Get Free Report) had its price target boosted by investment analysts at Stifel Nicolaus from $75.00 to $80.00 in a research note issued to investors on Monday, Benzinga reports. The brokerage currently has a "hold" rating on the semiconductor company's stock. Stifel Nicolaus' price target would indicate a potential downside of 5.76% from the company's current price.

ON has been the topic of a number of other research reports. Susquehanna lifted their price objective on onsemi from $140.00 to $150.00 and gave the company a "positive" rating in a report on Thursday, July 9th. UBS Group reissued a "neutral" rating on shares of onsemi in a research note on Thursday, September 17th. Robert W. Baird raised their price target on onsemi from $100.00 to $108.00 and gave the company a "neutral" rating in a report on Tuesday, August 4th. Zacks Research lowered onsemi from a "strong-buy" rating to a "hold" rating in a report on Monday, July 6th. Finally, Seaport Research Partners initiated coverage on onsemi in a research report on Tuesday, September 22nd. They issued a "buy" rating and a $100.00 price objective for the company. Fifteen research analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the company. According to data from MarketBeat, onsemi has an average rating of "Moderate Buy" and a consensus target price of $95.56.

onsemi Price Performance

Shares of onsemi stock opened at $84.89 on Monday. onsemi has a one year low of $44.56 and a one year high of $134.92. The company has a market cap of $33.05 billion, a P/E ratio of 54.42, a PEG ratio of 0.70 and a beta of 2.05. The company has a debt-to-equity ratio of 0.51, a quick ratio of 2.49 and a current ratio of 3.46. The firm has a fifty day moving average of $76.40 and a two-hundred day moving average of $88.61.

onsemi (NASDAQ:ON - Get Free Report) last issued its earnings results on Monday, August 3rd. The semiconductor company reported $0.74 earnings per share for the quarter, beating the consensus estimate of $0.72 by $0.02. onsemi had a net margin of 10.17% and a return on equity of 14.06%. The business had revenue of $1.60 billion for the quarter, compared to the consensus estimate of $1.59 billion. The business's quarterly revenue was up 9.2% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.53 earnings per share. onsemi has set its Q3 2026 guidance at 0.810-0.930 EPS. On average, analysts forecast that onsemi will post 3.2 earnings per share for the current year.

Insiders Place Their Bets

In other onsemi news, insider Sudhir Gopalswamy sold 15,578 shares of the company's stock in a transaction on 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 sale, the insider owned 158,177 shares of the company's stock, valued at approximately $12,654,160. This represents 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 accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.35% of the company's stock.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently made changes to their positions in the company. Janus Henderson Group PLC increased its holdings in onsemi by 10.9% during the 1st quarter. Janus Henderson Group PLC now owns 13,700,884 shares of the semiconductor company's stock valued at $848,392,000 after acquiring an additional 1,345,894 shares in the last quarter. Van ECK Associates Corp lifted its holdings in shares of onsemi by 16.6% in the second quarter. Van ECK Associates Corp now owns 5,143,343 shares of the semiconductor company's stock valued at $486,252,000 after purchasing an additional 731,540 shares in the last quarter. Pictet Asset Management Holding SA lifted its holdings in shares of onsemi by 15.5% in the first quarter. Pictet Asset Management Holding SA now owns 4,597,886 shares of the semiconductor company's stock valued at $284,495,000 after purchasing an additional 615,905 shares in the last quarter. Dimensional Fund Advisors LP grew its position in shares of onsemi by 6.4% in the first quarter. Dimensional Fund Advisors LP now owns 3,442,177 shares of the semiconductor company's stock valued at $212,997,000 after purchasing an additional 207,587 shares during the last quarter. Finally, Assenagon Asset Management S.A. increased its stake in shares of onsemi by 74.8% during the 2nd quarter. Assenagon Asset Management S.A. now owns 2,807,808 shares of the semiconductor company's stock worth $265,450,000 after purchasing an additional 1,201,534 shares in the last quarter. Institutional investors and hedge funds own 97.70% of the company's stock.

Key onsemi News

Here are the key news stories impacting onsemi this week:

• Positive Sentiment: Lower-cost, all-cash Synaptics acquisition: onsemi increased its offer to $123 per Synaptics share while switching to an all-cash structure, reducing the transaction value to approximately $5.7 billion from roughly $7 billion. The lower purchase price could reduce financial strain, while the cash consideration removes potential dilution for onsemi shareholders. Competing Bid Forces onsemi to Rewrite Synaptics Deal
• Positive Sentiment: Analyst endorsements are supporting the shares: Needham assigned onsemi a Buy rating, while Wells Fargo projected meaningful appreciation. The positive research follows the revised deal announcement and reinforces expectations that the acquisition can strengthen onsemi’s semiconductor portfolio. onsemi Earns Buy Rating from Needham
• Positive Sentiment: Options activity signals bullish positioning: Investors purchased an unusually high volume of onsemi call options, indicating increased speculative interest in further upside following the acquisition update and analyst upgrades. Investors Buy High Volume of Call Options on onsemi
• Neutral Sentiment: Execution and financing remain risks: Although the revised terms lower the headline cost, onsemi still must fund and integrate Synaptics. The stock’s price-to-earnings ratio of approximately 54 also reflects elevated expectations, leaving shares vulnerable if synergies or semiconductor demand disappoint.

onsemi Company Profile

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.

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