Onto Innovation (ONTO) Resumen de Acciones
Onto Innovation Inc. se dedica al diseño, desarrollo, fabricación y asistencia de herramientas de control de procesos que realizan inspección de macrodefectos y metrología en Estados Unidos, Taiwán, Corea del Sur, Japón, China, Sudeste Asiático, Asia y Europa. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 2/6 |
| Crecimiento futuro | 5/6 |
| Rendimiento pasado | 1/6 |
| Salud financiera | 6/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
ONTO Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$380
FV
36.3% infravalorado descuento intrínseco19.93%
Revenue growth p.a.
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Competidores de Onto Innovation Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$241.89 |
| Máximo en las últimas 52 semanas | US$386.46 |
| Mínimo de 52 semanas | US$89.40 |
| Beta | 1.55 |
| Cambio en 1 mes | -25.32% |
| Variación en 3 meses | -14.93% |
| Cambio de 1 año | 139.68% |
| Variación en 3 años | 96.32% |
| Variación en 5 años | 240.83% |
| Variación desde la OPV | 592.70% |
Noticias y actualizaciones recientes
Actualización de narrativa • Jul 20
ONTO: AI Packaging And Advanced Nodes Will Drive The Next Leg Higher
Onto Innovation's analyst price target has been revised higher from $220 to $330, with analysts pointing to stronger modeled revenue growth, higher profit margins, and a richer future P/E multiple supported by AI related demand for advanced packaging, metrology, and the Dragonfly G5 platform. Analyst Commentary Recent research on Onto Innovation highlights a wide range of opinions on how much of the AI related opportunity is already reflected in the stock price.
Actualización de narrativa • Jul 06
ONTO: AI Packaging And Rigaku Metrology Partnership Will Drive Future Upside
Onto Innovation's analyst price target has shifted higher, with the fair value estimate moving from $370.00 to about $436.61 as analysts point to stronger expected revenue growth, increased future P/E assumptions, and supportive commentary around AI infrastructure demand and G5 tool momentum. Analyst Commentary Recent research on Onto Innovation centers on the stock's role in AI infrastructure and advanced packaging, with bullish analysts highlighting specific product cycles, end market exposure, and a series of higher price targets that feed into the current fair value framework.Seeking Alpha • Jun 24
Onto Innovation: At Lifetime Highs, But Still Worth Getting Behind
Summary Onto Innovation, which has surged by over 260% and has outperformed the Russell 1000 by 10x over the past year, is still deemed worthy of a buy rating. ONTO is positioned across front-end and back-end semiconductor manufacturing, with over 60% of revenue now AI compute-related, with >$1B worth of opportunities ahead. Operating margins, which are at 26.7% are poised to expand to 30% by the end of the year, as advanced node opportunities pick up. Granted, ONTO isn't as cheap as before, but it is still one of the cheapest stocks in this category, and the forward growth it offers also helps support the investment case. Concerns include heavy client concentration and an unappealing FCF yield at the current market-cap. Read the full article on Seeking AlphaRecent updates
Actualización de narrativa • Jul 20
ONTO: AI Packaging And Advanced Nodes Will Drive The Next Leg Higher
Onto Innovation's analyst price target has been revised higher from $220 to $330, with analysts pointing to stronger modeled revenue growth, higher profit margins, and a richer future P/E multiple supported by AI related demand for advanced packaging, metrology, and the Dragonfly G5 platform. Analyst Commentary Recent research on Onto Innovation highlights a wide range of opinions on how much of the AI related opportunity is already reflected in the stock price.Actualización de narrativa • Jul 06
ONTO: AI Packaging And Rigaku Metrology Partnership Will Drive Future Upside
Onto Innovation's analyst price target has shifted higher, with the fair value estimate moving from $370.00 to about $436.61 as analysts point to stronger expected revenue growth, increased future P/E assumptions, and supportive commentary around AI infrastructure demand and G5 tool momentum. Analyst Commentary Recent research on Onto Innovation centers on the stock's role in AI infrastructure and advanced packaging, with bullish analysts highlighting specific product cycles, end market exposure, and a series of higher price targets that feed into the current fair value framework.Seeking Alpha • Jun 24
Onto Innovation: At Lifetime Highs, But Still Worth Getting Behind
Summary Onto Innovation, which has surged by over 260% and has outperformed the Russell 1000 by 10x over the past year, is still deemed worthy of a buy rating. ONTO is positioned across front-end and back-end semiconductor manufacturing, with over 60% of revenue now AI compute-related, with >$1B worth of opportunities ahead. Operating margins, which are at 26.7% are poised to expand to 30% by the end of the year, as advanced node opportunities pick up. Granted, ONTO isn't as cheap as before, but it is still one of the cheapest stocks in this category, and the forward growth it offers also helps support the investment case. Concerns include heavy client concentration and an unappealing FCF yield at the current market-cap. Read the full article on Seeking Alpha
Actualización de narrativa • Jun 22
ONTO: AI Packaging Demand And Rigaku Partnership Will Shape Balanced Future Prospects
Onto Innovation's analyst price target has moved modestly higher to about $356 from roughly $352, as analysts highlight stronger than expected demand for the Dragonfly G5 platform and broader advanced packaging and metrology exposure, reflected in recent initiations and target increases across the Street. Analyst Commentary Recent research on Onto Innovation highlights a cluster of optimistic views around the company’s position in advanced packaging, metrology and the Dragonfly G5 platform, alongside a few areas where execution and valuation expectations remain key watchpoints for investors.Artículo de análisis • Jun 16
Onto Innovation (ONTO) Stock Could Be 11.6% Undervalued After Dragonfly G5 Orders And Rigaku Deal
Onto Innovation (ONTO) is back in focus after stronger customer uptake of its inspection tools, the launch of its Dragonfly G5 system with substantial orders, and a new Rigaku partnership including a planned equity stake. See our latest analysis for Onto Innovation. Onto Innovation’s recent news has arrived alongside strong share price momentum, with a 7 day share price return of 24.9%, a 90 day share price return of 70.88%, and a 1 year total shareholder return of 239.8%. This suggests...Actualización de narrativa • Jun 04
ONTO: AI And Rigaku Partnership Will Support Higher Long Term Earnings Power
Analysts have lifted their fair value estimate for Onto Innovation to $370 from $355, reflecting increased confidence in the AI focused Dragonfly G5 platform and the recent Q1 update. The revision also incorporates a richer assumed future P/E of about 45x, along with adjustments to revenue growth, profit margin, and discount rate assumptions.Artículo de análisis • 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...Actualización de narrativa • 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.
Nueva narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Actualización de narrativa • 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.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 AlphaRentabilidad de los accionistas
| ONTO | US Semiconductor | Mercado US | |
|---|---|---|---|
| 7D | -19.1% | -1.7% | -0.7% |
| 1Y | 139.7% | 51.3% | 15.3% |
Rentabilidad vs. Industria: ONTO superó a la industria US Semiconductor, que obtuvo un rendimiento del 51.3% el año pasado.
Rentabilidad vs. Mercado: ONTO superó al mercado US, que obtuvo un rendimiento del 15.3% el año pasado.
Volatilidad de los precios
| ONTO volatility | |
|---|---|
| ONTO Average Weekly Movement | 11.8% |
| Semiconductor Industry Average Movement | 13.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Precio estable de las acciones: El precio de las acciones de ONTO ha sido volátil durante los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de ONTO(12%) se ha mantenido estable durante el último año, pero sigue siendo superior al 75% de las acciones de US.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1940 | 1,615 | Mike Plisinski | www.ontoinnovation.com |
Onto Innovation Inc. se dedica al diseño, desarrollo, fabricación y asistencia de herramientas de control de procesos que realizan inspección de macrodefectos y metrología en Estados Unidos, Taiwán, Corea del Sur, Japón, China, Sudeste Asiático, Asia y Europa. La empresa ofrece sistemas de litografía y software analítico de control de procesos; y sistemas de metrología automatizados e integrados, inspección de todas las superficies de obleas de silicio, inspección de macrodefectos, clasificación automatizada de defectos y análisis de patrones, análisis de rendimientos, metrología de películas opacas, negocio 4D, litografía avanzada de envases, software de control de procesos y productos de software de gestión de rendimientos. También ofrece soluciones de gestión de procesos y rendimiento, e instalaciones de envasado y ensayo de dispositivos mediante sistemas independientes de metrología óptica, inspección de macrodefectos, litografía de envasado y mediciones de películas finas transparentes y opacas.
Resumen de fundamentos de Onto Innovation Inc.
| Estadísticas fundamentales de ONTO | |
|---|---|
| Capitalización bursátil | US$13.05b |
| Beneficios(TTM) | US$106.41m |
| Ingresos (TTM) | US$1.03b |
113.1x
Ratio precio-beneficio (PE)11.7x
Ratio precio-ventas (PS)¿Está ONTO sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de ONTO | |
|---|---|
| Ingresos | US$1.03b |
| Coste de los ingresos | US$472.16m |
| Beneficio bruto | US$558.44m |
| Otros gastos | US$452.03m |
| Beneficios | US$106.41m |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
Aug 06, 2026
| Beneficios por acción (BPA) | 2.14 |
| Margen bruto | 54.19% |
| Margen de beneficio neto | 10.33% |
| Ratio deuda/patrimonio | 0% |
¿Cómo se ha desempeñado ONTO a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/28 01:59 |
| Precio de las acciones al final del día | 2026/07/28 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2026/01/03 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Onto Innovation Inc. está cubierta por 17 analistas. 10 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Ted Moreau | Barrington Research Associates, Inc. |
| Craig Ellis | B. Riley Securities, Inc. |
| Christopher Muse | Cantor Fitzgerald & Co. |