What the analyst said

Morgan Stanley analyst Joseph Moore raised the price target on ON Semiconductor (NASDAQ: ON) to $87.00 (from $85.00) while maintaining an Equalweight rating.

Disclaimer
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Where the price stands

ON trades at $72.30. The 11 analysts who set a target in the last 3 months range from $75 to $120, with a median of $90. This $87 target is 3% below the median.

Since the note ON has moved −29% (from $102). 12-month window: day 182 of 365, closes on May 5, 2027.

Track record

This call✓ Target reached on July 20, 2026, 3 months after the note.

Firm track recordMorgan Stanley: 81% of its 48 targets at least a year old were reached within 12 months (#9 of 26 firms). Accuracy ranking →

Earnings reactionOne of 14 notes after ON Semiconductor’s May 4 results: 14 raised · 0 cut · 0 kept. See every call →

Morgan Stanley on ON Semiconductor

Morgan Stanley price targets on ON Semiconductor

3 calls from February 9, 2026 to May 5, 2026. The target went from $64 to $87 (+36%).

Morgan Stanley targetON share price
  1. May 5, 2026 This noteTarget raised from $85 (+2%)$87
  2. April 27, 2026Target raised from $64 (+33%)$85
  3. February 9, 2026Earliest call shown$64
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Other analysts on ON Semiconductor

StoneXBuy Kept rating and price target Nov 3 $110maintained CantorHold Kept rating and price target Nov 3 $90maintained MizuhoBuy Cut price target −8%, kept rating Nov 3 $87from $95 TruistHold Raised price target +1%, kept rating Nov 3 $76from $75 NeedhamBuy Kept rating and price target Nov 3 $116maintained
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Price Target is an archive of Wall Street analyst research, published for informational purposes only. Nothing on this site is investment advice, a recommendation, or an offer to buy or sell any security. Analyst ratings and price targets are the opinions of the issuing firms, not of Price Target. Always do your own research or consult a licensed financial adviser.