ON Semiconductor Corp

ON Semiconductor Corp (ON) Stock Analysis

$73.360

-3.184 (-4.34%)At close

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High
76.050
Open
74.825
VWAP
73.75
Volume
12.08M
Mkt Cap
29.20B
Low
71.840
Amount
891.01M
EV/EBITDA, TTM
13.77

ON Semiconductor Corporation is engaged in providing intelligent power and intelligent sensing solutions. The Company’s intelligent power technologies enable the electrification of drivetrain in the automotive industry to allow for lighter and longer-range electric vehicles. Its segments include Power Solutions Group (PSG), the Analog and Mixed-Signal Group (AMG) and the Intelligent Sensing Group (ISG). PSG segment provides a portfolio of discrete, module, and integrated semiconductor devices designed to enable conversion across artificial intelligence (AI) data centers, energy infrastructure, automotive and industrial. AMG segment designs and develops a range of analog and mixed-signal solutions including power‑management, sensor‑interface, connectivity, and products that serve automotive, industrial automation, AI data center, computing, and mobile end markets.

AI analysis of ON Semiconductor Corp (ON)

Hold

ON Semiconductor Corp is currently a hold due to mixed signals. The current price is $77.53, which is below the average analyst price target of $80 from Stifel and $100 from Seaport Research. However, the RSI is at 40.665, indicating a potential oversold condition, but the recent 5-day change is -8.67%, suggesting downward momentum. The main risk is the significant insider selling, which has increased by 2183.19% over the last month, indicating potential concerns about the company's near-term performance.

Analyst Ratings (21)

-16.51% Downside
Buy
14 Buy
6 Hold
1 Sell
Current: 73.36
Low
50.00
Average
61.25
High
80.00

Stifel

2026-10-05

Price Target

$80

Hold

Seaport Research

2026-09-22

Price Target

$100

Buy

Truist

2026-09-18

Price Target

$75

Hold

Cantor Fitzgerald

2026-09-17

Price Target

$90

Neutral

Stifel

2026-09-17

Price Target

$75

Hold

Valuation Metrics

The current forward P/E ratio for ON Semiconductor Corp (ON) is 16.50, compared to its 5-year average forward P/E of 17.95.

Forward P/E

Fair
5Y Average P/E
17.95
Current P/E
16.50
Overvalued
23.13
Undervalued
12.76

Forward EV/EBITDA

Fair
5Y Average EV/EBITDA
12.49
Current EV/EBITDA
13.77
Overvalued
17.03
Undervalued
7.94

Forward P/S

Fair
5Y Average P/S
3.91
Current P/S
4.03
Overvalued
4.67
Undervalued
3.15

Alphio AI Price Scenarios for ON

Scenario prices are the last monthly forecast band of the current year. Probabilities are fixed model weights (25 / 50 / 25), not guarantees.

B

Bull

Bull · 25%ON

$46.47

Scenario price

B

Base

Base · 50%ON

$37.36

Scenario price

B

Bear

Bear · 25%ON

$31.66

Scenario price

Whales holding ON

A

Allspring Global Investments, LLC

+ HoldingON

+8.46%

3M Return

D

Distillate Capital Partners LLC

+ HoldingON

+5.16%

3M Return

Y

Y-Intercept (Hong Kong) Limited

+ HoldingON

+4.39%

3M Return

C

Circle Wealth Management, LLC

+ HoldingON

+2.82%

3M Return

R

Rafferty Asset Management, LLC

+ HoldingON

+2.10%

3M Return

C

Cathay Securities Investment Trust Co., LTD

+ HoldingON

+1.87%

3M Return

Events Timeline

2026-10-13 (ET)

17:30:00

Cirrus Logic Confirms Acquisition of Synaptics but Not Pursuing Transaction

2026-10-02 (ET)

17:00:00

Major U.S. Averages Rise on Jobs Data

12:30:00

Major Averages Rise as Jobs Data Shows Weak Growth; Nasdaq Up 1.09%

10:00:00

Paramount Skydance Stock Rises 4.81% to $9.48

09:00:00

Onsemi Adjusts Synaptics Acquisition Plans, Stock Up 8%

News

ON FAQ — answered by Alphio AI

ON Semiconductor Corporation is engaged in providing intelligent power and intelligent sensing solutions. The Company’s intelligent power technologies enable the electrification of drivetrain in the automotive industry to allow for lighter and longer-range electric vehicles. Its segments include Power Solutions Group (PSG), the Analog and Mixed-Signal Group (AMG) and the Intelligent Sensing Group (ISG). PSG segment provides a portfolio of discrete, module, and integrated semiconductor devices designed to enable conversion across artificial intelligence (AI) data centers, energy infrastructure, automotive and industrial. AMG segment designs and develops a range of analog and mixed-signal solutions including power‑management, sensor‑interface, connectivity, and products that serve automotive, industrial automation, AI data center, computing, and mobile end markets. It operates in the Technology sector (SEMICONDUCTORS & RELATED DEVICES industry).

ON Semiconductor Corp is currently a hold due to mixed signals. The current price is $77.53, which is below the average analyst price target of $80 from Stifel and $100 from Seaport Research. However, the RSI is at 40.665, indicating a potential oversold condition, but the recent 5-day change is -8.67%, suggesting downward momentum. The main risk is the significant insider selling, which has increased by 2183.19% over the last month, indicating potential concerns about the company's near-term performance.

21 analysts cover ON: 14 rate it Buy, 6 Hold and 1 Sell. The average price target is 61.25.

Community

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HumbleMaxiyesterday

#GateX Red Bull F1 Singapore Grand Prix Win #WeeklyPost F1 x Web3 crossover: Gate innovations worth looking forward to Gate can launch a full-lifecycle Web3 experience for racing events, covering three core areas: digital collectibles, trading interaction, and offline benefits. I. Deep extension of event-exclusive digital collectibles 1. Dynamic NFTs highlighting a single race Launch dynamic NFTs featuring winning moments from a single race such as the Singapore Grand Prix, recording Verstappen's finishing performance on-chain and including an on-chain certificate with the driver's signature. 2. A season-wide achievement collection system Collect all 24 race NFTs from this season to unlock an exclusive Red Bull Racing digital badge and redeem a limited-edition co-branded merchandise blind box. 3. Race-themed Boxie emoji edition Launch a Singapore Grand Prix-exclusive Boxie racing emoji blind box, continuing the previously popular format that was oversubscribed 11 times. II. F1 racing-themed Web3 trading interaction features 1. Upgraded Red Bull Racing Tour Recreate the previous trading competition format, turning overtakes, pit stops, and other track events into trading tasks so users can share a dynamic GT prize pool. 2. On-chain race prediction Users participate in race outcome predictions using on-chain assets, and correct predictors share an exclusive prize pool, with all results publicly transparent and traceable on-chain. 3. Champion driver trading challenge Bind professional traders' strategies to driver data, allowing users to replicate champion-level trading strategies with one click and lowering the barrier to entry for beginners. III. Offline race benefits linked to Web3 assets 1. Redeem NFTs for F1 race admission Holders of specific co-branded NFTs can redeem seats for the next Chinese Grand Prix and unlock a Red Bull Racing VIP experience. 2. On-chain team factory tour benefit High-tier NFT holders can get the chance to visit the Red Bull factory and learn about the complete racing development process up close. 3. Exclusive online driver interaction access Holders of co-branded digital assets can unlock spots to join online AMA events with drivers such as Verstappen and gain exclusive interaction opportunities.

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skewsurge4310/3/2026

$ON — the shelf held. The lid is gone. Ten days ago this was a test of $74–$76. Friday closed $84.89 (+6%) on 23M shares. SCTR 88.7. Descending line from $134.92 is broken. Measured move still +64% toward the low $120s. $75 cannot go. Next print Nov 2. Full update on X:

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skewsurge439/27/2026

$ON update — $74 held. The shelf is now support. Yesterday the line was $74. Today the daily closed $77.20 (+5.5%) on 11.2M shares and tagged $77.68. SCTR jumped to 74.5. The descending trendline is behind us. The $74–$76 shelf that was resistance is the first higher-low zone. Nothing changed in the fundamental. onsemi is still the power layer under the rack. $15K → $115K of semiconductor content per AI rack on 800V. AI data-center revenue set to more than double in 2026, again in 2027, $2.5B+ by 2030. Q2 already printed the cycle turn. Next print November 2. Structure now: $74 is the line that must hold on a retest. Next supply is $80.39. Measured move is unchanged — +64% toward the low $120S if this reclaim sticks. Lose $72 and Friday was just a squeeze through the shelf. Simple read: the test happened. Price accepted above the line. Power density is still the bottleneck. $74 is support now, not the ask. NFA.

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