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Onto Innovation Inc.Informe acción NYSE:ONTO

Capitalización bursátil US$14.0b
Precio de las acciones
US$284.34
US$280.71
1.3% sobrevalorado descuento intrínseco
1Y133.1%
7D-4.4%
Valor de la cartera
​
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Onto Innovation Inc.

Informe acción NYSE:ONTO

Capitalización de mercado: US$14.0b

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

Análisis fundamental de ONTO
Puntuación del snowflake
Valoración0/6
Crecimiento futuro4/6
Rendimiento pasado1/6
Salud financiera6/6
Dividendos0/6

Recompensas

Se prevé un crecimiento anual de los beneficios de 45.29%

Análisis de riesgos

Los márgenes de beneficio (13.6%) son inferiores a los del año pasado (20.5%)

Grandes partidas extraordinarias que afectan a los resultados financieros


ONTO Community Fair Values

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Analyst Price Targets

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Competidores de Onto Innovation Inc.

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Onto Innovation
Precios históricos de las acciones
Precio actual de la acciónUS$284.34
Máximo en las últimas 52 semanasUS$316.00
Mínimo de 52 semanasUS$85.88
Beta1.47
Cambio en 1 mes50.23%
Variación en 3 meses33.42%
Cambio de 1 año133.12%
Variación en 3 años242.08%
Variación en 5 años345.53%
Variación desde la OPV714.26%

Noticias y actualizaciones recientes

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

Apr 19

Recent updates

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

Apr 19

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

Dec 23
Onto Innovation Inc.'s (NYSE:ONTO) P/E Is Still On The Mark Following 25% Share Price Bounce

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.

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.

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.

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.

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.

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

Oct 02
After Leaping 29% Onto Innovation Inc. (NYSE:ONTO) Shares Are Not Flying Under The Radar

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.

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.

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

Jul 26
Onto Innovation Inc.'s (NYSE:ONTO) Intrinsic Value Is Potentially 65% Above Its Share Price

Earnings Beat: Onto Innovation Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

May 10
Earnings Beat: Onto Innovation Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

The Price Is Right For Onto Innovation Inc. (NYSE:ONTO)

May 04
The Price Is Right For Onto Innovation Inc. (NYSE:ONTO)

Onto Innovation: Explosive Growth, But No Bargain

Mar 13

Onto Innovation: Strong Demand From Advanced Packaging Customers

Dec 31

Rentabilidad de los accionistas

ONTOUS SemiconductorMercado US
7D-4.4%2.9%-0.2%
1Y133.1%116.0%27.6%

Rentabilidad vs. Industria: ONTO superó a la industria US Semiconductor, que obtuvo un rendimiento del 116% el año pasado.

Rentabilidad vs. Mercado: ONTO superó al mercado US, que obtuvo un rendimiento del 27.6% el año pasado.

Volatilidad de los precios

Is ONTO's price volatile compared to industry and market?
ONTO volatility
ONTO Average Weekly Movement9.3%
Semiconductor Industry Average Movement10.3%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.3%

Precio estable de las acciones: ONTO no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.

Volatilidad a lo largo del tiempo: La volatilidad semanal de ONTO (9%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
19401,615Mike Plisinskiwww.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.

¿Cómo se comparan los beneficios e ingresos de Onto Innovation con su capitalización de mercado?
Estadísticas fundamentales de ONTO
Capitalización bursátilUS$14.05b
Beneficios(TTM)US$136.76m
Ingresos (TTM)US$1.01b
103.4x
Ratio precio-beneficio (PE)
14.1x
Ratio precio-ventas (PS)

¿Está ONTO sobrevalorada?

Ver valor justo y análisis de valoración

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de ONTO
IngresosUS$1.01b
Coste de los ingresosUS$456.53m
Beneficio brutoUS$548.74m
Otros gastosUS$411.98m
BeneficiosUS$136.76m

Últimos beneficios comunicados

Jan 03, 2026

Próxima fecha de beneficios

May 05, 2026

Beneficios por acción (BPA)2.75
Margen bruto54.59%
Margen de beneficio neto13.60%
Ratio deuda/patrimonio0%

¿Cómo se ha desempeñado ONTO a largo plazo?

Ver rendimiento histórico y comparativa

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/04/29 17:04
Precio de las acciones al final del día2026/04/29 00:00
Beneficios2026/01/03
Ingresos anuales2026/01/03

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.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* 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 15 analistas. 7 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.

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