ON Semiconductor Corporation(ON)
NASDAQ

ON Stock Analysis — September 2026

$73.65
1.31 (1.81%)

ON Stock Price Today (September 2026) — ON Semiconductor Corporation Analysis & Key Metrics 2026-09-03

ON Semiconductor Corporation (ON) is trading at $73.65, up 1.81% today (as of September 2026). The stock continues to show pressure below major moving averages, attracting attention from investors looking for Technology growth opportunities.

  • According to consensus analyst estimates, the 1-year price target is $107.68 (46.2% upside).
  • Volatility remains elevated (31.25% annualized), implying wide price swings for short-term traders.
  • The fundamental picture, based on the latest financial filings, is nuanced: solid revenue growth (9.20% YoY) alongside significant competitive pressures.

ON Stock Analysis: Key Metrics & Valuation (September 2026)

Concise, actionable data for investors

Trend posture
Short-term pullback in long-term uptrend
Analyst 1Y target107.6846.2%
Volatility (30d ann.)31.2519High
RSI (14-day)
41.03 (Neutral)
Debt$4.71B (65.06 D/E)

ON Semiconductor Corporation - Historical Price & Volume

$73.65
+3.40 (+4.84%)
Price
Volume
Current Price Line
Range: 2Y

Market Cap

$28.84B

Enterprise Value: $29.13B

P/E Ratio

48.14

Forward P/E: 16.36

Revenue Growth

+9.20%

Year over Year

Analyst Target

$107.68

+46.2% upside potential

Key Investor Questions About ON

What investors need to know before buying

Is it a good time to buy ON stock?

Based on current market data, ON presents a neutral technical setup with caution warranted fundamentals.

  • Technicals say: Neutral (RSI 41.03)
  • Fundamentals say: Caution warranted (high leverage concerns)
Can ON sustain revenue growth in the Semiconductors market?

ON's growth trajectory depends on its ability to expand within the Semiconductors sector while managing margin pressures.

  • Future growth will depend on performance in core Semiconductors operations.
  • The ability to manage competitive pressures will be crucial for sustained growth.
What are the biggest risks facing ON stock?

The primary risks for ON investors include debt exposure and competitive dynamics in the Semiconductors industry.

  • $4.71B in debt could be a headwind in a high-rate environment.
  • Fierce competition from established players in Semiconductors.

52-Week Trading Range

52-Week Low$44.56
52-Week High$134.92
Current Price$73.65

Over the past year, ON stock traded between $44.56 and $134.92—recovering meaningfully from lows and currently near the higher end. Big swings are likely unless a major catalyst emerges.

Volatility & Risk Profile

30-Day Volatility31.25%
Beta2.22
RSI (14-day)41.03

With 31.25% annualized volatility and β=2.22, the stock exhibits high sensitivity to market moves—making ON suitable for investors comfortable with active risk management.

Institutional & Insider Ownership

Insider Ownership33.20%
Institutional Ownership106.13%
Shares Short29.17M

High institutional backing, but elevated short interest signals a potential battleground stock.

Analyst Sentiment & Price Targets

Mean Target
$107.68
Upside Potential
46.2%
Recommendation
buy
Analysts see strong upside potential with a target of $107.68. The 46.2% upside suggests optimistic growth expectations.

Latest News & Headlines

Recent headlines and coverage

BloombergSep 3, 2026

Skyworks Chair: It Will Be a While Before This Cycle Ends

Chris King, Chairman of Skyworks Solutions, is introduced as a semiconductor industry veteran with more than 50 years of experience. The segment highlights her time at IBM, her role as the first female CEO of a chip company at AMI Semiconductor, and that company's later acquisition by Onsemi. She speaks with Scarlet Fu & Kristine Aquino on "The Close."

StockStorySep 2, 2026

Q2 Earnings Roundup: onsemi (NASDAQ:ON) And The Rest Of The Analog Semiconductors Segment

The end of the earnings season is always a good time to take a step back and see who shined (and who didn’t). Let’s take a look at how analog semiconductors stocks fared in Q2, starting with onsemi (NASDAQ:ON).

Insider MonkeySep 1, 2026

Synaptics (SYNA) Agrees to $7 Billion Deal With Onsemi: What Investors Should Know

Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned 27.02% in the first half of 2026, outperforming the Russell 2000 Value Index’s 22.99% gain and the S&P 600 Index’s 23.90% return. Small-cap earnings […]

MarketBeatAug 27, 2026

onsemi Says Auto Demand Has Bottomed as AI Data Centers Accelerate Growth

onsemi (NASDAQ:ON) executives said demand conditions have improved across the company’s end markets, with automotive appearing to have reached a bottom in the first quarter and artificial intelligence data-center demand providing a significant source of growth. Speaking at the Deutsche Bank Technol

ZacksAug 26, 2026

STM vs. ON: Which EV Semiconductor Stock Is More Compelling?

STM and ON offer distinct EV semiconductor opportunities, with growth, earnings, SiC momentum, design wins and capacity trends shaping the debate.

TrefisAug 25, 2026

Get Paid 12% A Year To Let Someone Else Chase ADI Stock Higher

Collect an immediate income that's yours to keep, in return for capping your stock's potential gains above a chosen higher price.

Investing.comAug 25, 2026

These 8 chip stocks now offer enhanced buying opportunities, BofA says

Investing.com -- Bank of America told clients in a note on Tuesday that the risk/reward in semiconductors is positive despite near-term pressure, with the bank flagging eight names as enhanced buying opportunities.

TrefisAug 25, 2026

Reading Between The Lines Of ADI's Latest Call

Analog Devices just posted a monster quarter, but analysts on the call wanted to know if this AI-fueled supercycle is a new reality or just a spectacular peak.

Schaeffer's Investment ResearchAug 24, 2026

Chipmaker Stock Pullback Could Reap Bullish Implications

Options traders have also been betting on more upside

Simply Wall St.Aug 22, 2026

ON Semiconductor (ON) Stock May Be 2% Undervalued As AI Data Center Wins Build

ON Semiconductor stock has delivered a 63.1% return over the past five years, yet current checks point to a company that looks roughly in line with its estimated worth based on a Discounted Cash Flow (DCF) model, while market multiples lean on the expensive side. After a strong run into 2026 and a recent pullback, the valuation signals are mixed rather than clearly cheap or clearly stretched. Over the last five years, ON Semiconductor has returned 63.1%, which puts recent share price...

Frequently Asked Questions

Common investor questions about ON Semiconductor Corporation

ON Semiconductor Corporation (ON) is currently trading at $73.65. The RSI (14-day) is at 41.0, indicating neutral territory. Wall Street analysts have a consensus "buy" recommendation. The mean analyst price target of $107.68 implies 46.2% upside from current levels. Volatility is moderate at 31.3% annualized, meaning price movements are relatively contained. Investors should consider their risk tolerance, investment horizon, and portfolio diversification before making a decision.

Based on current valuation metrics for ON Semiconductor Corporation (ON): The trailing P/E ratio is 48.14, which is above the market average, indicating investors are pricing in higher growth expectations. The forward P/E is 16.36, lower than the trailing P/E, suggesting analysts expect earnings improvement. The PEG ratio is 0.23, below 1.0, which generally indicates the stock is undervalued relative to its growth rate. Price-to-Book is 3.97. Price-to-Sales is 4.63. Valuation should be compared to Semiconductors industry peers for context, as different sectors trade at different multiples.

Based on 25 analysts covering ON, the consensus price target is $107.68. This represents a 46.2% upside from the current price of $73.65. The range spans from a low target of $85.00 to a high target of $150.00, reflecting varying levels of optimism among analysts. The consensus recommendation is "buy". Note: Analyst price targets are forward-looking estimates and not guarantees of future performance.

ON Semiconductor Corporation (ON) does not currently pay a regular dividend. The company may be reinvesting profits into growth initiatives, or may not yet be profitable enough to distribute earnings to shareholders.

Key risks for ON Semiconductor Corporation (ON) investors include: 1. Moderate volatility (31.3% annualized)—price swings are notable. 2. Elevated short interest (10.3% of float) suggests significant bearish sentiment. 3. Broader market and macroeconomic risks (interest rates, inflation, geopolitical events). 4. Semiconductors sector-specific competitive pressures. Investors should diversify and consider their risk tolerance before investing.

Here is ON Semiconductor Corporation's (ON) current debt and financial health profile: Total debt stands at $4.71B. The debt-to-equity ratio is 65.06, which is moderate and generally manageable for most companies. The current ratio is 3.46, indicating strong short-term liquidity. The quick ratio is 2.29. The company holds $3.86B in cash and equivalents. Free cash flow is positive at $1.66B, providing a cushion for debt servicing and shareholder returns.