onsemi (ON) – Investment Analysts’ Recent Ratings Updates

Several brokerages have updated their recommendations and price targets on shares of onsemi (NASDAQ: ON) in the last few weeks:

• 10/22/2026 – onsemi had its price target lowered by B. Riley Financial from $127.00 to $105.00. They now have a “buy” rating on the stock.
• 10/21/2026 – onsemi had its price target lowered by Susquehanna from $150.00 to $120.00. They now have a “positive” rating on the stock.
• 10/19/2026 – onsemi had its price target lowered by TD Cowen from $95.00 to $75.00. They now have a “hold” rating on the stock.
• 10/14/2026 – onsemi was upgraded by Stonex Financia to “strong-buy”.
• 10/5/2026 – onsemi had its price target raised by Stifel Nicolaus from $75.00 to $80.00. They now have a “hold” rating on the stock.
• 10/2/2026 – onsemi had its price target raised by Wells Fargo & Company from $85.00 to $100.00. They now have an “overweight” rating on the stock.
• 10/2/2026 – onsemi had its “buy” rating reaffirmed by Needham & Company LLC. They now have a $116.00 price target on the stock.
• 9/22/2026 – onsemi is now covered by Seaport Research Partners. They set a “buy” rating and a $100.00 price target on the stock.
• 9/22/2026 – onsemi was upgraded by Seaport Research Partners to “strong-buy”.
• 9/18/2026 – onsemi had its price target lowered by Truist Financial from $91.00 to $75.00. They now have a “hold” rating on the stock.
• 9/17/2026 – onsemi had its “neutral” rating reaffirmed by UBS Group.
• 9/17/2026 – onsemi had its price target lowered by Stifel Nicolaus from $90.00 to $75.00. They now have a “hold” rating on the stock.
• 9/17/2026 – onsemi had its price target lowered by Mizuho from $110.00 to $95.00. They now have an “outperform” rating on the stock.
• 9/17/2026 – onsemi had its “neutral” rating reaffirmed by Rosenblatt Securities. They now have a $85.00 price target on the stock.
• 9/17/2026 – onsemi had its price target lowered by Wells Fargo & Company from $95.00 to $85.00. They now have an “overweight” rating on the stock.
• 9/17/2026 – onsemi had its “buy” rating reaffirmed by Needham & Company LLC. They now have a $116.00 price target on the stock.
• 9/17/2026 – onsemi had its price target lowered by Cantor Fitzgerald from $110.00 to $90.00. They now have a “neutral” rating on the stock.
• 9/9/2026 – onsemi had its “neutral” rating reaffirmed by Cantor Fitzgerald.
• 9/3/2026 – onsemi had its price target lowered by Wells Fargo & Company from $110.00 to $95.00. They now have an “overweight” rating on the stock.

Insider Activity

In related news, insider Sudhir Gopalswamy sold 15,578 shares of the business’s stock in a transaction on Thursday, October 1st. The shares were sold at an average price of $80.00, for a total transaction of $1,246,240.00. Following the completion of the transaction, the insider owned 158,177 shares in the company, valued at approximately $12,654,160. The trade was a 8.97% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, 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.

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.