Analyst Commentary Reveals Mixed Views as On Holding Adjusts Guidance and Targets

Analysts have modestly reduced their price target for On Holding, reflecting a decrease from $66.04 to $65.45. This adjustment comes as they weigh heightened competition, sector valuation shifts, and evolving growth dynamics in key markets.

The analyst price target for On Holding was revised downward by $0.72 to $66.04. Analysts cite concerns about slower growth and increased competition, even as strong performance continues.

On Holding's consensus price target was modestly raised to $66.76 as analysts reflected optimism about sustained earnings outperformance and prudent guidance, though some remain cautious about potential growth deceleration and market limitations, resulting in only a slight upward revision in fair value. Analyst Commentary Bullish analysts expect multiple expansion as the company continues to deliver beat-and-raise earnings reports.

Analysts remain divided on On Holding's outlook, with bullish sentiment driven by consistent revenue and earnings beats fueling optimism for valuation upside, while bearish concerns focus on slowing U.S. growth and market saturation risks, resulting in an unchanged consensus price target of $65.86. Analyst Commentary Bullish analysts see potential for On's valuation multiple to expand as the company consistently delivers revenue and earnings beats alongside upward guidance revisions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget has decreased shares outstanding growth rate from 0.0% to 0.0%.

AnalystConsensusTarget has increased shares outstanding growth rate from 0.0% to 0.0%.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.