Onto Innovation Inc.

NYSE:ONTO Lagerbericht

Marktkapitalisierung: US$13.1b

Onto Innovation Zukünftiges Wachstum

Future Kriterienprüfungen 4/6

Onto Innovation wird ein jährliches Gewinn- und Umsatzwachstum von 47.3% bzw. 17.9% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 30.9% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 16.4% betragen.

Wichtige Informationen

47.3%

Wachstumsrate der Gewinne

30.92%

EPS-Wachstumsrate

Semiconductor Gewinnwachstum25.4%
Wachstumsrate der Einnahmen17.9%
Zukünftige Eigenkapitalrendite16.39%
Analystenabdeckung

Good

Zuletzt aktualisiert06 May 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Recent updates

Analyseartikel • May 18

We Think You Can Look Beyond Onto Innovation's (NYSE:ONTO) Lackluster Earnings

Investors were disappointed with the weak earnings posted by Onto Innovation Inc. ( NYSE:ONTO ). However, our analysis...
Narrativ-Update • May 17

ONTO: HBM Demand And Rigaku Partnership Will Shape Future Upside Potential

Onto Innovation's updated analyst fair value estimate has shifted from about $281 to roughly $352, with analysts citing higher modeled revenue growth, stronger profit margins, and slight adjustments to the discount rate and future P/E assumptions as the reasons for the change. Analyst Commentary Recent Street research on Onto Innovation has been active, with several firms adjusting ratings and price targets in both directions.
Neues Narrativ • May 15

Onto Innovation: The Advanced Packaging Chokepoint 51.3% undervalued intrinsic discount

Onto Innovation is emerging as one of the most strategically important semiconductor equipment companies in the AI supply chain. While much investor attention remains focused on GPU manufacturers and memory suppliers, the next bottleneck increasingly lies in advanced packaging — the complex process of stacking, connecting, and inspecting AI chips and HBM memory at nanometer precision.
Narrativ-Update • May 01

ONTO: HBM Agreements And Guidance Will Support Higher Long Term Earnings Power

Analysts have raised the fair value estimate for Onto Innovation to $355 from $300, citing updated assumptions for revenue growth, higher profit margins, and a lower future P/E multiple, supported by a series of recent price target increases and upgrades across firms such as B. Riley, Evercore ISI, Oppenheimer, Stifel, and Cantor Fitzgerald.
Seeking Alpha • Apr 19

Why Onto Innovation Is A Still A Buy After More Than Doubling In 4 Years

Summary Onto Innovation has delivered over 220% returns since 2022, outperforming the S&P 500 and maintaining strong momentum. ONTO's Q4 saw record revenue and cash generation, but revenue growth was minimal at 1.1% Y/Y, with gross margin declining to 46.4%. Advanced packaging and specialty devices now drive over half of ONTO's revenue, with management targeting a $2 billion run rate via capacity expansion. I reiterate a Buy rating, citing relative value, sector momentum, and strong positioning in AI-driven semiconductor capital equipment growth. Read the full article on Seeking Alpha
Narrativ-Update • Apr 17

ONTO: HBM Demand And Advanced Packaging Progress Will Shape A Balanced Outlook

Analysts have lifted the fair value estimate for Onto Innovation by about $15 to roughly $281. They cite a series of higher price targets across the Street, supported by expectations for steady revenue growth, slightly stronger profit margins, and a higher future P/E multiple.
Narrativ-Update • Apr 03

ONTO: HBM Demand And New Contracts Will Drive Stronger Earnings Power

Analysts have raised the fair value estimate for Onto Innovation from $200 to $300, citing a series of recent price target increases tied to expectations for stronger revenue growth, high bandwidth memory related demand, and product momentum such as Dragonfly G5. Analyst Commentary Bullish analysts are clustering around higher fair value assumptions for Onto Innovation, with a series of price target increases and rating upgrades pointing to rising confidence in the company’s execution and exposure to high bandwidth memory demand.
Narrativ-Update • Mar 20

ONTO: HBM Orders And 2026 Shift To Back End Tools Will Test Expectations

Analysts have raised the fair value estimate for Onto Innovation to $220 from $160, citing higher price targets across Wall Street that reference expectations for stronger revenue, a large high bandwidth memory equipment agreement, and continued optimism about the product roadmap and margin outlook. Analyst Commentary Recent Street research on Onto Innovation has centered on stronger high bandwidth memory exposure, a sizeable US$240m volume purchase agreement, and management's updated revenue commentary for the first half of 2026.
Narrativ-Update • Mar 06

ONTO: High Bandwidth Memory Demand Will Drive A More Constructive Medium Term Outlook

Analysts have raised their blended price target for Onto Innovation from $237.86 to $265.71, citing stronger expected revenue growth, higher future P/E assumptions, and continued interest in high bandwidth memory orders and product developments as key reasons for the change. Analyst Commentary Bullish and more cautious analysts are largely aligned on Onto Innovation's exposure to high bandwidth memory and advanced packaging, but they are assigning different levels of confidence around how consistently management can translate that exposure into results and how much of that is already reflected in the share price.
Narrativ-Update • Feb 20

ONTO: Higher Street Conviction Will Shape A Balanced Medium Term Outlook

The updated analyst price target for Onto Innovation moves from about $172 to roughly $238, as analysts generally point to higher Street targets in the $200 to $275 range, along with stronger confidence around the product roadmap, including progress on Dragonfly G5, while using a slightly lower discount rate and a higher assumed future P/E multiple. Analyst Commentary Recent Street research on Onto Innovation has centered on updated price targets in the roughly US$200 to US$275 range, shifts in ratings, and how the company is positioned around product execution, including Dragonfly G5, and broader semiconductor capital equipment trends.
Narrativ-Update • Feb 06

ONTO: Elevated Expectations May Confront Rotation Toward Back End Equipment In 2026

Analysts have raised their price targets on Onto Innovation from $54 to $60, citing updated models that reflect slightly higher estimated revenue growth, modestly stronger profit margins, and a marginally lower assumed future P/E multiple. Analyst Commentary Recent research on Onto Innovation highlights both optimism around the business model and some emerging caution on how the stock is positioned within the broader semiconductor supply chain.
Narrativ-Update • Jan 22

ONTO: Elevated Expectations May Clash With Memory Cycle And Order Volatility

Analysts have raised their fair value estimate for Onto Innovation from $90 to $160, citing higher assumed revenue growth, slightly stronger profit margins, and a richer future P/E multiple supported by recent price target increases across the Street. Analyst Commentary Recent Street research on Onto Innovation has leaned supportive on the stock, with multiple firms adjusting their price targets higher and updating models following company events such as the Semilab International acquisition.
Narrativ-Update • Jan 08

ONTO: Memory And Semilab Integration Will Shape Balanced Medium Term Outlook

Analysts have lifted their fair value estimate for Onto Innovation to $172 from $157, citing higher assumed profit margins and a slightly richer future P/E multiple, supported by recent price target increases tied to high bandwidth memory exposure and the Semilab International acquisition. Analyst Commentary Recent research on Onto Innovation centers on its exposure to high bandwidth memory, the impact of the Semilab International acquisition, and how the stock is valued relative to peers.
Narrativ-Update • Dec 23

ONTO: Semilab Acquisition Set To Drive Stronger Earnings Power Ahead

Onto Innovation's analyst price target has been raised from $160 to $200 per share, as analysts factor in stronger revenue growth, higher profit margins, and a modestly richer future earnings multiple supported by recent target hikes following the Semilab acquisition and an improving memory spending outlook. Analyst Commentary Bullish analysts have steadily raised their price targets on Onto Innovation in recent months, citing improving fundamentals, strategic execution, and leverage to a recovering memory cycle.
Analyseartikel • Dec 23

Onto Innovation Inc.'s (NYSE:ONTO) P/E Is Still On The Mark Following 25% Share Price Bounce

Onto Innovation Inc. ( NYSE:ONTO ) shareholders would be excited to see that the share price has had a great month...
Narrativ-Update • Dec 09

ONTO: Memory Upswing And Semilab Synergies Will Drive Balanced Medium Term Upside

Analysts have nudged their blended price target on Onto Innovation higher by a mid single digit percentage into the high $150s, reflecting growing confidence in upside from the Semilab acquisition, a strengthening memory and high bandwidth memory spending cycle, and the potential for multiple expansion as orders recover. Analyst Commentary Bullish analysts highlight a constructive setup for Onto Innovation, pointing to rising price targets as evidence that the Semilab acquisition, memory cycle tailwinds, and a potential rerating in the companys valuation multiple are not yet fully reflected in the share price.
Narrativ-Update • Nov 25

ONTO: Memory Spending Rebound Will Drive Market Share Gains And Upside Potential

Analysts have increased their fair value estimate for Onto Innovation from $149.38 to $157.00. They cite recent model updates driven by accelerating revenue growth expectations, improved profit margins, and optimism following strategic acquisitions and industry tailwinds.
Narrativ-Update • Nov 06

ONTO: Memory Spending Upswing And Market Share Recovery Will Drive Fair Value Stability

Onto Innovation's analyst price target has risen significantly, climbing from a prior consensus of $115 to $145 to a range of $160 to $170, as analysts cite renewed confidence in the company's positioning for re-accelerating memory spending and improved growth prospects in the coming year. Analyst Commentary Recent analyst reports on Onto Innovation highlight a surge in optimism regarding the company’s positioning in the semiconductor sector.
Narrativ-Update • Oct 22

Analysts Raise Onto Innovation Price Target Amid Growth Momentum and Market Share Recovery Efforts

Onto Innovation's analyst price target has increased from $136.25 to $149.38, as analysts cite expectations of industry order upside and renewed growth momentum in the company’s core markets. Analyst Commentary Recent updates from street research highlight both the positive momentum and the potential risks analysts see for Onto Innovation in the months ahead.
Narrativ-Update • Oct 08

AI Packaging And Semilab Acquisition Will Drive Expansion

Analysts have raised Onto Innovation's fair value estimate slightly from $133.75 to $136.25 per share. They cite renewed optimism for accelerated growth and market share recovery, despite near-term challenges.
Analyseartikel • Oct 02

After Leaping 29% Onto Innovation Inc. (NYSE:ONTO) Shares Are Not Flying Under The Radar

The Onto Innovation Inc. ( NYSE:ONTO ) share price has done very well over the last month, posting an excellent gain of...
Narrativ-Update • Sep 24

AI Packaging And Semilab Acquisition Will Drive Expansion

Analyst sentiment on Onto Innovation has turned more positive due to expectations of revenue acceleration, market share recovery, and strengthening end markets, resulting in a higher consensus price target of $133.75. Analyst Commentary Bullish analysts expect growth to reaccelerate in the second half of 2026 despite near-term hurdles.
Narrativ-Update • Aug 08

AI Packaging And Semilab Acquisition Will Drive Expansion

Analysts have lowered Onto Innovation’s price target from $134.62 to $126.88, citing near-term headwinds, reduced growth visibility, and the absence of positive catalysts ahead of the next-generation Dragonfly platform launch. Analyst Commentary Expectation of continued headwinds impacting Onto Innovation over the next 3-6 months.
Analyseartikel • Jul 26

Onto Innovation Inc.'s (NYSE:ONTO) Intrinsic Value Is Potentially 65% Above Its Share Price

Key Insights The projected fair value for Onto Innovation is US$164 based on 2 Stage Free Cash Flow to Equity Onto...
Seeking Alpha • Mar 13

Onto Innovation: Explosive Growth, But No Bargain

Summary Onto achieved a 15% CAGR in revenue and a 60% CAGR in profit from 2020 to 2024, driven by cost controls and low effective tax rates. Onto is financially sound with high cash reserves, minimal debt, and a low reinvestment rate, though it lags peers in return on capital and EBIT margin. Despite strong financial health and growth potential, Onto's stock is fully priced, with its valuation closely aligned with intrinsic value estimates. Read the full article on Seeking Alpha

Gewinn- und Umsatzwachstumsprognosen

NYSE:ONTO - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (USD Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
12/31/20281,8125024865392
12/31/20271,6163674154257
12/31/20261,3412422262247
3/31/20261,031106239263N/A
1/3/20261,005137300328N/A
9/27/20251,002175261289N/A
6/28/20251,036200238273N/A
3/29/20251,025219247281N/A
12/28/2024987202214246N/A
9/28/2024942183222251N/A
6/29/2024897166183213N/A
3/30/2024846139157179N/A
12/30/2023816121149172N/A
9/30/2023850157131160N/A
7/1/2023897173139163N/A
4/1/2023963199118141N/A
12/31/20221,005223118137N/A
10/1/2022978204126136N/A
7/2/2022924188145154N/A
4/2/2022861172159170N/A
1/1/2022789142163175N/A
9/25/2021718116148159N/A
6/26/202164487125136N/A
3/27/202158660141148N/A
12/26/202055631102106N/A
9/26/2020522-76066N/A
6/27/2020458-84855N/A
3/28/2020385-10N/A29N/A
12/31/20193062N/A18N/A
9/30/201924828N/A36N/A
6/30/201924628N/A35N/A
3/31/201926238N/A29N/A
12/31/201827445N/A35N/A
9/30/201827136N/A46N/A
6/30/201827846N/A44N/A
3/31/201826841N/A55N/A
12/31/201725533N/A64N/A
9/30/201724940N/A59N/A
6/30/201724432N/A65N/A
3/31/201723930N/A68N/A
12/31/201623337N/A47N/A
9/30/201623034N/A43N/A
6/30/201622732N/A32N/A
3/31/201622330N/A17N/A
12/31/201522218N/A34N/A
9/30/201522017N/A29N/A
6/30/20152098N/A8N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: ONTODas prognostizierte Gewinnwachstum (47.3% pro Jahr) liegt über der Sparquote (3.5%).

Ertrag vs. Markt: ONTODie Erträge des Unternehmens (47.3% pro Jahr) werden voraussichtlich schneller wachsen als der Markt US (16.7% pro Jahr).

Hohe Wachstumserträge: ONTOEs wird erwartet, dass die Erträge des Unternehmens in den nächsten 3 Jahren erheblich steigen werden.

Einnahmen vs. Markt: ONTODie Einnahmen des Unternehmens (17.9% pro Jahr) werden voraussichtlich schneller wachsen als der Markt US (11.7% pro Jahr).

Hohe Wachstumseinnahmen: ONTODie Einnahmen des Unternehmens (17.9% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.

Wachstumsprognosen für den Gewinn je Aktie

Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: ONTODie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich niedrig sein (16.4%).

Wachstumsunternehmen entdecken

7D

1Y

7D

1Y

7D

1Y

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/21 10:10
Aktienkurs zum Tagesende2026/05/21 00:00
Gewinne2026/03/31
Jährliche Einnahmen2026/01/03

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Onto Innovation Inc. wird von 15 Analysten beobachtet. 7 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Ted MoreauBarrington Research Associates, Inc.
Craig EllisB. Riley Securities, Inc.
Christopher MuseCantor Fitzgerald & Co.