Stock·NASDAQ·Technology
ON Semiconductor Corp (ON)
- Market cap
- $30.64B
- P/E
- 53.17
- Dividend yield
- None
- Street target
- $100.00median of 31 analysts
- 52-week range
- $44.56 $134.92
ON stock forecast today
Where ON stands today, and what CleaRank Financial AI makes of it.
ON at a glance
ON Semiconductor Corp (ON): Hold, 49/100 on CleaRank's AI score.
- Trend Mixed: the price is above its 50-day but below its 200-day moving average ($74.92 and $82.17).
- Earnings ON beat estimates in 5 of its last 6 quarters, yet fell the next day after 1 of those beats.
- Insiders Insiders sold $21.1M and made no open-market purchases over the last 18 months.
- Valuation P/E of 53.2 against 35.1 for the Technology sector: a premium to peers (+51%).
Figures as of October 27, 2026.
CleaRank Financial AI
ON Semiconductor Corp (ON) earns a Hold rating from CleaRank, based on a model score of 49/100.
The analysts' outlook adds the most to that score, with the median target 27.1% above the price. Revenue growth subtracts the most: revenue grew 9.20%, 15.0 percentage points slower than the sector median. The trend is mixed, with the price 5.04% above its 50-day average of $74.92 and 4.24% below its 200-day average of $82.17. The price has risen 49.37% over the past year.
Only on CleaRank
Figures we compute ourselves from ON's own price, earnings and insider-filing history. Tap one to see it in context.
ON stock price and trading
The chart, today's range and how far the price has moved over each period.
Trend checks
1/4Price above its 50-day average ›
The price of $78.69 is 5.0% above the 50-day simple moving average of $74.92.Price above its 200-day average ›
The price is 4.2% below the 200-day simple moving average of $82.17.50-day average above the 200-day ›
The 50-day average ($74.92) is 8.8% below the 200-day average ($82.17), the arrangement of a falling longer-term trend.In the upper half of its 52-week range ›
The price sits at 38% of its 52-week range, between $44.56 and $134.92.
ON share price
Pick a period: each tab shows how far ON has moved over it, to the last close.
Today's trading
Where ON sits inside today's range and its 52-week range.
ON fundamentals and valuation
Valuation against the sector, and the revenue and earnings behind it.
Valuation and quality checks
3/4P/E below the sector median ›
The trailing P/E of 53.17 is 51.5% above the Technology median of 35.1.P/S below the sector median ›
The price-to-sales ratio of 4.94 is 35.0% below the sector median of 7.6.Profitable over the last 12 months ›
Net income over the last 12 months was $630.2M on revenue of $6.2B, a net margin of 10.2%.Beat estimates in most recent reports ›
ON beat the EPS estimate in 5 of its last 6 reports.
Key statistics
The headline figures for ON.
As of October 27, 2026, ON trades at $78.69, with a market value of $30.64B and a P/E ratio of 53.17.
What the numbers say
CleaRank Financial AI's reading of ON's valuation, growth and risks.
ON Semiconductor Corp (ON) carries a P/E of 53.17, which is 51.5% above the Technology sector median P/E of 35.1, so the P/E is a premium to peers. Measured on sales, the P/S of 4.94 sits 35.0% below the sector median P/S of 7.6. Its market value stands at $30.6B, and trailing earnings are $1.48 per share.
Revenue rose 9.20% in the latest quarter compared with the same quarter a year earlier, which leaves it 15.0 percentage points slower than the sector median growth of 24.2%. On profitability, ON posts a net margin of 10.17% and an operating margin of 19.53%. Return on equity is 8.31%, below the sector median of 13.4%, and debt-to-equity of 0.65 completes the picture.
ON's most recent quarterly report, dated August 3, 2026, showed EPS of $0.74. The figure beat the analysts' estimate by 2.78%, and the stock followed with a rise of 0.47% in the next session.
ON beat the EPS estimate in 5 of its last 6 reports; even so, 1 of those 5 beats was followed by a lower share price the next session. Earlier, the stock fell 4.32% after the November 3, 2025 report, a beat of 6.78%.
ON typically moves about 3.01% on a given day, and its beta against the S&P 500 is 2.05. The valuation leaves little room for error: the P/E of 53.17 is 51.5% above the sector median, a premium to peers. The stock is also 41.68% below its 52-week high of $134.92. Insider sales over the last 18 months added up to $21.1M, with no open-market purchases. Insider sales are often planned in advance or made to cover taxes on vesting shares, which makes them a weaker signal than purchases.
ON against the Technology sector
How ON compares with the median Technology stock CleaRank tracks.
Price to earnings vs sector: ON trades at a significant premium to sector peers (+51%), suggesting market expectations for superior growth or market position.
Return vs XLK: Since May 15, 2025, ON has gained 76.8% against a gain of 61.5% for XLK.
Performance against XLK
ON and the Technology sector fund over the same days.
Revenue and earnings
How much ON sells, and how much of it becomes profit.
Revenue growth: Revenue fell 15.3% in FY2025 to $6.0B, from $7.1B a year earlier.
Profit margin: The net margin was 2.1% in FY2025, down from 22.2% the year before.
Profitable: ON earned $124M in FY2025.
Earnings reality check
Did ON beat what analysts expected, and how did the stock react?
Earnings record: ON beat the analyst estimate in 5 of the last 6 quarters.
Market reaction: The stock fell in the first session after 1 of those 5 beats, so a beat has not been enough on its own.
| Report | Estimate | Actual | Surprise | First session | 5 sessions |
|---|---|---|---|---|---|
| Aug 3, 2026after close | $0.72 | $0.74 | +2.78% | +0.47% | -0.77% |
| May 4, 2026after close | $0.62 | $0.64 | +3.23% | +0.62% | +5.10% |
| Feb 9, 2026after close | $0.62 | $0.64 | +3.23% | +3.50% | +10.54% |
| Nov 3, 2025after close | $0.59 | $0.63 | +6.78% | -4.32% | -3.80% |
| Aug 4, 2025after close | $0.53 | $0.53 | +0.00% | -1.52% | -1.81% |
| May 5, 2025after close | $0.50 | $0.55 | +10.00% | +0.26% | +16.17% |
As of October 27, 2026, ON has beaten the analyst EPS estimate in 5 of its last 6 reported quarters and fell in the first trading session after 1 of those beats; its latest report, on August 3, 2026, came in 2.78% above the estimate and the stock moved +0.47% in the first session.
The first session is the first full trading day on the news: the report day itself for a report before the open, the next day for one after the close. Surprise is actual EPS against the consensus estimate.
ON AI analysis and technical indicators
CleaRank's score and reasoning, the indicators behind it, and what the price moves with.
Momentum checks
2/3RSI not overbought or oversold ›
The 14-day RSI is 54.9, in neutral territory.RSI above 50 ›
An RSI of 54.9 is above the 50 midpoint, so buyers have had the upper hand over the last 14 days.MACD line above zero ›
The MACD line is negative, so the 12-day average is below the 26-day average.
CleaRank Financial AI analysis of ON
The score, the reasoning behind it, and what could move the price next.
ON Semiconductor Corp (ON) is caught between two moving averages. At $78.69, the stock trades 4.24% below its 200-day average of $82.17 but 5.04% above its 50-day average of $74.92. Today's price sits 38% of the way up its 52-week range, which runs from $44.56 to $134.92.
ON shows a split picture between its short and long runs. Over the past year the price climbed 49.37%, yet it slipped 6.75% across the past three months after rising 1.93% over the past month. The 14-day RSI sits at 54.9, which is neutral territory, and the MACD line is negative.
Earnings beat ›
The August 3, 2026 report beat the EPS estimate by 2.78%, and the share price rose 0.47% in the first session after it.
Source: Earnings report, August 3, 2026New analyst coverage ›
StoneX started coverage at Buy on October 15, 2026.
Source: Analyst action, StoneX, October 15, 2026Rating reaffirmed ›
B. Riley Securities kept its Buy rating on October 22, 2026.
Source: Analyst action, B. Riley Securities, October 22, 2026
- The two nearest levels matter most: the 200-day SMA at $82.17 sits above the price, and the 20-day EMA at $75.76 sits below it.
- The 14-day RSI reads 54.9, in the neutral zone, with the MACD line negative; readings above 70 or below 30 mark stretched momentum.
- In the first session after the August 3, 2026 report, the share price gained 0.47%. Over the recent stretch, ON has beaten estimates in 5 of the last 6 reports.
ON has mixed signals: the price is above its 50-day average of $74.92 but below its 200-day average of $82.17. Should the price close above the 200-day, both signals would point up, while a close below the 50-day would bring both down. For now, the price is wedged between the 20-day EMA of $75.76 underneath and the 200-day SMA of $82.17 overhead.
Technical indicators
Momentum and trend for ON, from its daily closes.
As of October 27, 2026, with ON at $78.69, its 14-day RSI is 54.9 (neutral territory), its 50-day simple moving average is $74.92 and its 200-day is $82.17.
Calculated by CleaRank on daily closes as of October 27, 2026: Wilder's 14-day RSI, 50- and 200-day simple moving averages, MACD line (12, 26). How we calculate these
What ON moves with
Correlation of daily returns over one year: +1 moves in step, 0 has no link, -1 moves the opposite way.
As of October 27, 2026, ON's 1-year correlation of daily returns is +0.56 with S&P 500 (SPY), +0.60 with Nasdaq 100 (QQQ), +0.19 with Bitcoin (BTC) and +0.14 with gold (XAU).
ON price target and analyst forecast
The analysts' target range and how their ratings split.
Analysts checks
2/3Most analysts rate it a buy ›
15 of 31 analysts rate it a buy or strong buy, 16 a hold and 0 a sell.Median target above the price ›
The median 12-month target of $100.00 is 27.1% above the price.More buy ratings than three months ago ›
15 of 31 rate it a buy now, against 11 of 29 three months ago.
ON Wall Street View
12-month price targets
Ratings
Recent rating actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Oct 22, 2026 | B. Riley Securities | Maintains | Buy |
| Oct 21, 2026 | Susquehanna | Maintains | Positive |
| Oct 19, 2026 | TD Cowen | Maintains | Hold |
| Oct 15, 2026 | StoneX | Initiates | Buy |
| Oct 5, 2026 | Stifel | Maintains | Hold |
| Oct 2, 2026 | Wells Fargo | Maintains | Overweight |
As of October 27, 2026, 31 Wall Street analysts cover ON: 15 rate it a buy or strong buy, 16 a hold and 0 a sell or strong sell. Their 12-month price targets range from $75.00 to $137.00. The median ON price target is $100.00, 27.1% above the price of $78.69.
Source: TwelveData analyst consensus. Targets and ratings belong to the analysts, not to CleaRank.
ON trade plan: entry, stop loss and targets
Entry, stop and target levels from the moving averages and recent volatility. Educational, not advice.
ON trade plan
Entry, stop and target levels, sized to your account. Change the bias or the risk and every level updates.
Entry Strategies pick an entry style
Risk management
Profit targets (Based on Conservative Entry)
ON moves about 3.0% a day on average, so a stop can fill well past its level. Educational levels, not financial advice; the full disclaimer is at the foot of the page.
Risk profile
How much ON tends to move, against the market and on its own.
ON price history and drawdowns
ON's worst falls and recoveries, what $10,000 became, and which months have been kind to it.
Track record checks
3/4Average daily move under 2% ›
The price has moved 3.01% on an average day (30-day standard deviation of daily returns).Recovered from its worst fall ›
The worst fall was 69.2%, from August 2023 to April 2025, regained by May 2026.Most 1-year holds ended higher ›
63% of 1-year holding periods in the last 10 years ended with a gain.Beat the S&P 500 since the chart begins ›
$10,000 invested in October 2016 is now worth $63,625, against $42,015 in the S&P 500 (SPY).
ON Drawdowns & Recovery
As of October 27, 2026, ON's worst peak-to-trough fall over the last 10 years with dividends reinvested was -69.2% (August 2023 to April 2025); it regained that peak by May 2026, 13 months after the low, and 63% of 1-year holding periods ended with a gain.
From weekly closing values with dividends reinvested. A drawdown is the fall from the highest value reached so far to a later low.
Growth of $10,000
What $10,000 put into ON in October 2016 is worth now, against the same amount in the S&P 500.
Against the market: ON beat the S&P 500 over this period: $63,625 against $42,015.
A $10,000 investment in ON in October 2016 would be worth about $63,625 today with dividends reinvested, compared with about $42,015 for the same investment in the S&P 500 benchmark (also with dividends reinvested).
Seasonal patterns
Which calendar months have been kind to ON, and which have not.
Strongest month, April: an average of +7.96%, up in 4 of 10 years.
Weakest month, March: an average of -6.81%, up in 2 of 10 years.
This month, October: has averaged +1.89%, up in 4 of 9 years. Past seasonality does not repeat on schedule.
Over the last 10 years, ON's strongest calendar month has been April (average +7.96%, up in 4 of 10 years) and its weakest March (average -6.81%, up in 2 of 10 years).
Average return for each calendar month over the last 10 years, from weekly closing prices with dividends included.
ON stock price prediction 2030
Thousands of simulated paths from the price history. A range of outcomes, not a forecast.
Monte Carlo projection
Thousands of simulated paths for $10,000 in ON, from its own past volatility. The shaded area holds 80% of them.
CleaRank's 4-year Monte Carlo simulation, based on 10 years of price history, projects that a $10,000 investment in ON today could grow to about $14,801 by 2030 in the base case, with a 90th-percentile outcome near $53,318 and a 10th-percentile outcome around $4,109. Projections are statistical simulations, not guarantees.
ON Stock Price Prediction 2030: Simulated Scenarios
The same simulation in share prices, year by year.
CleaRank's simulation projects a price near $116 for ON by 2030 in the base case, from $78.69 today (1.5x over 4 years). The 10th-percentile path ends near $32.33. These are outcomes of a Monte Carlo simulation run on ON's historical return distribution, not price targets, and they assume no dividends are reinvested.
| Year | 10th percentile | Base case | 90th percentile | range base today |
|---|---|---|---|---|
| 2027 | $45.73 | $86.79 | $165 | |
| 2028 | $38.68 | $95.73 | $237 | |
| 2029 | $34.80 | $106 | $320 | |
| 2030 | $32.33 | $116 | $420 |
Method: a lognormal simulation of ON's own volatility and capped historical trend, re-run daily; base case is the median path, the outer columns the 10th and 90th percentiles. ON is highly volatile, so its upside column reaches an extreme multiple; treat it as a statistical tail, not an expectation. How the simulation works
ON insider trading
What the people running the company have bought and sold.
ON insider trading
Shares the company's directors and officers bought and sold, from their own filings.
Month by month
Open-market purchases above the line, sales below.
Net insider selling: No insider bought ON shares on the open market in the last 18 months. Sales are often planned in advance or cover tax on vesting shares, so they say less than purchases would.
As of October 27, 2026, ON insiders reported 10 open-market sales worth $21.1M and no open-market purchases over the last 18 months; grants and option exercises are not counted.
| Date | Insider | Type | Shares | Value |
|---|---|---|---|---|
| Jul 2, 2026 | Paul Anthony Mascarenas
Director
|
Grant | 116 | $10.6K |
| May 14, 2026 | Susan K Carter
Director
|
Grant | 2.0K | - |
| May 14, 2026 | Thomas Deitrich
Director
|
Grant | 2.0K | - |
| May 14, 2026 | Bruce E Kiddoo
Director
|
Grant | 2.0K | - |
| May 14, 2026 | Paul Anthony Mascarenas
Director
|
Grant | 2.0K | - |
| May 14, 2026 | Gregory L Waters
Director
|
Grant | 2.0K | - |
| May 14, 2026 | Christine Yingli Yan
Director
|
Grant | 2.0K | - |
| Apr 24, 2026 | Trent Thad
Chief Financial Officer
|
Sell | 60.0K | $5.8M |
| Apr 16, 2026 | Trent Thad
Chief Financial Officer
|
Sell | 30.0K | $2.4M |
| Apr 2, 2026 | Paul Anthony Mascarenas
Director
|
Grant | 168 | $10.4K |
| Mar 13, 2026 | Sudhir Gopalswamy
Officer
|
Sell | 6.1K | $358.7K |
| Feb 20, 2026 | Khoury Hassane El
Chief Executive Officer
|
Grant | 75.3K | - |
| Feb 20, 2026 | Sudhir Gopalswamy
Officer
|
Grant | 31.8K | - |
| Feb 20, 2026 | Simon Keeton
Officer
|
Grant | 26.0K | - |
| Feb 20, 2026 | Trent Thad
Chief Financial Officer
|
Grant | 36.2K | - |
| Feb 17, 2026 | Simon Keeton
Officer
|
Sell | 48.9K | $3.5M |
| Feb 12, 2026 | Trent Thad
Chief Financial Officer
|
Sell | 60.0K | $4.3M |
| Feb 12, 2026 | Khoury Hassane El
Chief Executive Officer
|
Sell | 20.0K | $1.5M |
| Feb 12, 2026 | Bruce E Kiddoo
Director
|
Grant | 3.6K | - |
| Feb 5, 2026 | Khoury Hassane El
Chief Executive Officer
|
Grant | 112.8K | - |
| Feb 5, 2026 | Sudhir Gopalswamy
Officer
|
Grant | 27.5K | - |
| Feb 5, 2026 | Simon Keeton
Officer
|
Grant | 29.1K | - |
| Feb 5, 2026 | Trent Thad
Chief Financial Officer
|
Grant | 38.9K | - |
| Dec 19, 2025 | Paul Anthony Mascarenas
Director
|
Grant | 189 | $10.4K |
| Dec 4, 2025 | Simon Keeton
Officer
|
Sell | 21.0K | $1.2M |
| Dec 3, 2025 | Trent Thad
Chief Financial Officer
|
Sell | 20.0K | $1.1M |
| Oct 3, 2025 | Paul Anthony Mascarenas
Director
|
Grant | 212 | $10.4K |
| Aug 13, 2025 | Khoury Hassane El
Chief Executive Officer
|
Sell | 15.0K | $768.3K |
| Jul 3, 2025 | Paul Anthony Mascarenas
Director
|
Grant | 185 | $10.5K |
| Jun 12, 2025 | Alan Campbell
Director
|
Sell | 5.4K | $274.8K |
| May 15, 2025 | Alan Campbell
Director
|
Grant | 5.1K | - |
| May 15, 2025 | Susan K Carter
Director
|
Grant | 5.1K | - |
| May 15, 2025 | Thomas Deitrich
Director
|
Grant | 5.1K | - |
| May 15, 2025 | Bruce E Kiddoo
Director
|
Grant | 5.1K | - |
| May 15, 2025 | Paul Anthony Mascarenas
Director
|
Grant | 5.1K | - |
| May 15, 2025 | Gregory L Waters
Director
|
Grant | 5.1K | - |
| May 15, 2025 | Christine Yingli Yan
Director
|
Grant | 5.1K | - |
Source: TwelveData, from SEC Form 4 filings
ON stock forecast: questions people ask
Answered from the figures on this page, as of October 27, 2026.