Onto Innovation (ONTO) Panoramica del titolo
Onto Innovation Inc. si occupa della progettazione, dello sviluppo, della produzione e dell'assistenza di strumenti di controllo dei processi che eseguono ispezioni e metrologie di macrodifetti negli Stati Uniti, a Taiwan, in Corea del Sud, in Giappone, in Cina, nel Sud-Est asiatico, in Asia e in Europa. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 1/6 |
| Crescita futura | 6/6 |
| Prestazioni passate | 1/6 |
| Salute finanziaria | 4/6 |
| Dividendi | 0/6 |
Premi
Analisi del rischio
ONTO Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$380
FV
21.4% sottovalutato sconto intrinseco19.93%
Revenue growth p.a.
3.3k
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Concorrenti di Onto Innovation Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$298.84 |
| Massimo di 52 settimane | US$386.46 |
| Minimo di 52 settimane | US$101.00 |
| Beta | 1.59 |
| Variazione di 1 mese | -0.07% |
| Variazione a 3 mesi | 13.95% |
| Variazione di 1 anno | 183.37% |
| Variazione a 3 anni | 160.40% |
| Variazione a 5 anni | 312.53% |
| Variazione dall'IPO | 755.78% |
Notizie e aggiornamenti recenti
Recent updates
Aggiornamento narrativa • Aug 18
ONTO: AI Packaging Demand And X-Ray Partnership Will Shape Fairly Valued Outlook
Analysts have raised the fair value estimate for Onto Innovation to about $388 per share from roughly $370, citing higher Street price targets around $360 to $450, as well as expectations for AI driven inspection and metrology demand, stronger revenue growth, wider profit margins and a lower assumed future P/E multiple. Analyst Commentary Recent research coverage on Onto Innovation has been active, with a cluster of new initiations and higher price targets that focus on AI driven inspection and metrology demand, advanced packaging exposure and the current valuation setup.Seeking Alpha • Aug 07
Why Onto Innovation Is A Buy After Posting Q2 Results
Summary Onto Innovation Inc. delivered record Q2 results, with revenue up 35.3% Y/Y to $343.1 million and non-GAAP EPS of $1.93. I raised ONTO's H2 revenue growth outlook to 25% and advanced packaging guidance to 80%, citing strong AI-driven demand for Dragonfly G5 and Atlas G6 platforms. Backlog reached a record $1.1 billion, supporting continued growth and momentum; ONTO maintains a 'Buy' rating with industry-leading value and quant grades. Risks include high correlation to DRAM/chip suppliers and potential margin pressure if memory chip prices decline due to aggressive competition from China. Read the full article on Seeking AlphaAggiornamento narrativa • Aug 03
ONTO: AI Packaging And Metrology Exposure Will Shape Future Upside Potential
Onto Innovation's updated fair value estimate has increased from $355.60 to $369.60 as analysts factor in higher price targets tied to AI infrastructure spending, stronger expectations for G5 tool demand, and a larger role for the company across advanced packaging and metrology. Analyst Commentary Recent research on Onto Innovation gives you a mostly constructive picture, with several firms lifting price targets and starting coverage at premium levels.
Aggiornamento 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.
Aggiornamento 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.Aggiornamento 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.Articolo di analisi • 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...Aggiornamento 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.Articolo di analisi • 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...Aggiornamento 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.
Nuova 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Articolo di analisi • 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...Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Articolo di analisi • 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...Aggiornamento 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.Aggiornamento 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.Rendimenti per gli azionisti
| ONTO | US Semiconductor | US Mercato | |
|---|---|---|---|
| 7D | -11.5% | -5.1% | -0.8% |
| 1Y | 183.4% | 58.9% | 20.5% |
Ritorno vs Industria: ONTO ha superato il US Semiconductor che ha restituito 58.9 % nell'ultimo anno.
Rendimento vs Mercato: ONTO ha superato il mercato US che ha restituito 20.5 % nell'ultimo anno.
Volatilità dei prezzi
| ONTO volatility | |
|---|---|
| ONTO Average Weekly Movement | 14.0% |
| Semiconductor Industry Average Movement | 13.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
Prezzo delle azioni stabile: Negli ultimi 3 mesi il prezzo delle azioni di ONTO è stato volatile rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 14% ) di ONTO è rimasta stabile nell'ultimo anno, ma è comunque superiore al 75% delle azioni US.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1940 | 1,867 | Mike Plisinski | www.ontoinnovation.com |
Onto Innovation Inc. si occupa della progettazione, dello sviluppo, della produzione e dell'assistenza di strumenti di controllo dei processi che eseguono ispezioni di macrodifetti e metrologia negli Stati Uniti, a Taiwan, in Corea del Sud, in Giappone, in Cina, nel Sud-Est asiatico, in Asia e in Europa. L'azienda offre sistemi di litografia e software analitici per il controllo dei processi; sistemi di metrologia automatizzati e integrati, ispezione di tutte le superfici dei wafer di silicio, ispezione dei macrodifetti, classificazione automatica dei difetti e analisi dei modelli, analisi della resa, metrologia dei film opachi, attività 4D, litografia avanzata per il packaging, software per il controllo dei processi e prodotti software per la gestione della resa. L'azienda fornisce anche soluzioni per la gestione dei processi e delle rese, nonché strutture per il confezionamento e il collaudo dei dispositivi attraverso sistemi autonomi per la metrologia ottica, l'ispezione dei macrodifetti, la litografia del packaging e le misurazioni di film sottili trasparenti e opachi.
Onto Innovation Inc. Riepilogo dei fondamenti
| ONTO statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$14.70b |
| Utili (TTM) | US$132.61m |
| Ricavi(TTM) | US$1.12b |
110.6x
Rapporto P/E13.1x
Rapporto P/SONTO è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| ONTO Conto economico (TTM) | |
|---|---|
| Ricavi | US$1.12b |
| Costo del fatturato | US$498.55m |
| Profitto lordo | US$621.59m |
| Altre spese | US$488.99m |
| Utili | US$132.61m |
Ultimi utili riportati
Jun 30, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 2.70 |
| Margine lordo | 55.49% |
| Margine di profitto netto | 11.84% |
| Rapporto debito/patrimonio netto | 76.5% |
Come si è comportato ONTO nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/20 01:49 |
| Prezzo dell'azione a fine giornata | 2026/08/20 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2026/01/03 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Onto Innovation Inc. è coperta da 18 analisti. 11 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Ted Moreau | Barrington Research Associates, Inc. |
| Craig Ellis | B. Riley Securities, Inc. |
| Christopher Muse | Cantor Fitzgerald & Co. |