Stifel raises target for ON Semiconductor stock to USD 80.00

Published on 10/20/2026 at 21:34 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Q3 estimates call for USD 0.87 diluted earnings per share, up 38.10 percent year over year. ON Semiconductor stock costs EUR 67.67 on October 20, 2026.

Analyst target and earnings date

Stifel raised its ON Semiconductor target from USD 75.00 to USD 80.00 on October 5, 2026.
Analysts expect diluted earnings per share of USD 0.87 for the third quarter, up 38.10 percent year over year.
ON Semiconductor stock costs EUR 67.67 at Lang & Schwarz on October 20, 2026 at 9:31 p.m. CEST.
The next earnings report is scheduled for November 2, 2026.

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Stifel raised its ON Semiconductor stock target from USD 75.00 to USD 80.00 on October 5, 2026, while keeping a Hold rating, according to Price Target. At USD 76.06 on Nasdaq at 3:33 p.m. EDT on October 20, 2026, the target stood 5.18 percent above the primary-exchange quote. ON Semiconductor was trading at EUR 67.67 at Lang & Schwarz on October 20, 2026 at 9:31 p.m. CEST.

Analyst target meets earnings estimates

The Stifel revision leaves the target only USD 3.94 above the Nasdaq quote cited for October 20. The research note kept the Hold rating and linked its view to the pace of recovery in the industrial and automotive businesses, according to Price Target.

For the third quarter, analysts expect diluted earnings per share of USD 0.87, a 38.10 percent increase from USD 0.63 in the year-ago quarter, as Yahoo Finance reported on October 15, 2026. The estimate gives the November report a clear numerical test, but it is a forecast rather than a reported result.

Price sits below the yearly high

ON Semiconductor's Nasdaq range was USD 44.56 to USD 134.92 as of October 16, 2026. The stock therefore remained 46.60 percent below its 52-week high and 61.60 percent above its low, placing the current primary-exchange quote in the lower half of that span.

November 2 sets the next date

The company is scheduled to report its September 2026 results on November 2, 2026, with analysts expecting USD 0.88 in earnings per share, according to MetaCap. The same source lists a Nasdaq market capitalization of USD 28.04 billion as of October 16, 2026 and a trailing P/E ratio of 46.46.

What the target means for valuation

The contrast between the USD 80.00 Stifel target and the USD 104.46 average target reported by MetaCap underscores a broad spread in analyst expectations. The nearer target offers a more cautious benchmark ahead of the November results, while the consensus figure implies a materially higher valuation if earnings recovery continues.

ON Semiconductor price snapshot

ON Semiconductor was trading at EUR 67.67 at Lang & Schwarz on October 20, 2026 at 9:31 p.m. CEST. The primary listing is Nasdaq, where the stock was quoted at USD 76.06 at 3:33 p.m. EDT on October 20, 2026. The further course of trading is shown by the continuously updated real-time quote of ON Semiconductor stock.