Onto Innovation（NNM）株式概要オント・イノベーション社は、光学計測と検査を行うプロセス制御ツールの設計、開発、製造、サポートを世界中で行っている。 詳細NNM ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長5/6過去の実績1/6財務の健全性6/6配当金0/6報酬収益は年間47.28%増加すると予測されています リスク分析利益率(10.3%)は昨年より低い(21.3%) 財務結果に影響を与える大きな一時的項目 German市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見るNNM Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€281.1025.6% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-10m2b2016201920222025202620282031Revenue US$2.4bEarnings US$242.9mAdvancedSet Fair ValueView all narrativesOnto Innovation Inc. 競合他社AIXTRONSymbol: XTRA:AIXAMarket cap: €6.4bSiltronicSymbol: XTRA:WAFMarket cap: €2.8bSUSS MicroTecSymbol: XTRA:SMHNMarket cap: €1.8bPVA TePlaSymbol: XTRA:TPEMarket cap: €954.8m価格と性能株価の高値、安値、推移の概要Onto Innovation過去の株価現在の株価US$281.1052週高値US$281.1052週安値US$77.00ベータ1.621ヶ月の変化17.27%3ヶ月変化70.36%1年変化232.66%3年間の変化192.81%5年間の変化368.50%IPOからの変化862.67%最新ニュースBuy Or Sell Opportunity • Jun 02Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 33% to €233. The fair value is estimated to be €194, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has declined by 3.2%. Revenue is forecast to grow by 62% in 2 years. Earnings are forecast to grow by 277% in the next 2 years.お知らせ • May 07Onto Innovation Inc. Provides Earnings Guidance for the Second Quarter Ending June 30, 2026Onto Innovation Inc. provided earnings guidance for the second quarter ending June 30, 2026. For the second quarter, the Company expects Revenue of $320 million to $330 million, GAAP operating margin of 17.8% to 18.7%, GAAP diluted earnings per share of $1.09 to $1.18. GAAP Operating Income to be $56.9 million to $61.7 million.お知らせ • Apr 21Onto Innovation Inc. (NYSE:ONTO) signed a letter of intent to acquire 27% stake in Rigaku Holdings Corporation (TSE:268A) from Atom Investment, L.P approximately $710 million.Onto Innovation Inc. (NYSE:ONTO) signed a letter of intent to acquire 27% stake in Rigaku Holdings Corporation (TSE:268A) from Atom Investment, L.P. for approximately $710 million on April 13, 2026. Onto Innovation Inc. entered into a definitive share purchase agreement 27% stake in Rigaku Holdings Corporation from Atom Investment, L.P. on April 21, 2026. Onto Innovation expects that the investment will be accretive as of December 31, 2026. The transaction is subject to upon completion of customary procedures including obtaining relevant regulatory approvals, expiration or termination of any waiting period applicable under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, he absence of any law or order issued by any governmental authority preventing or making illegal consummation of the transaction the accuracy of the representations and warranties of, and compliance with covenants by, each of the parties to the Purchase Agreement. The expected completion of the transaction is Second half of 2026. Greenhill & Co., LLC act as financial advisor,Simpson Thacher & Bartlett LLP and Nishimura & Asahi act as legal advisor for Onto Innovation Inc. Morgan Stanley act as financial advisor,Nagashima Ohno & Tsunematsu and Latham & Watkins LLP act as legal advisor for Atom Investment, L.P, Mori Hamada & Matsumoto LPC act as legal advisor for Rigaku Holdings Corporation.お知らせ • Apr 17+ 1 more updateOnto Innovation Inc. Updates Earnings Guidance for the First Quarter and Second Quarter of 2026Onto Innovation Inc. updated earnings guidance for the first quarter and second quarter of 2026. For the quarter, the Company expects revenue of $292 million, above the previously communicated outlook of $275 to $285 million. For the second quarter, the Company is establishing guidance of $320 to $330 million, representing an 8% increase over previously shared outlook.お知らせ • Apr 16Onto Innovation Inc. to Report Q1, 2026 Results on May 05, 2026Onto Innovation Inc. announced that they will report Q1, 2026 results After-Market on May 05, 2026お知らせ • Apr 07Onto Innovation Inc., Annual General Meeting, May 20, 2026Onto Innovation Inc., Annual General Meeting, May 20, 2026. Location: 16 jonspin road, wilmington, ma 01887, United States最新情報をもっと見るRecent updatesBuy Or Sell Opportunity • Jun 02Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 33% to €233. The fair value is estimated to be €194, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has declined by 3.2%. Revenue is forecast to grow by 62% in 2 years. Earnings are forecast to grow by 277% in the next 2 years.お知らせ • May 07Onto Innovation Inc. Provides Earnings Guidance for the Second Quarter Ending June 30, 2026Onto Innovation Inc. provided earnings guidance for the second quarter ending June 30, 2026. For the second quarter, the Company expects Revenue of $320 million to $330 million, GAAP operating margin of 17.8% to 18.7%, GAAP diluted earnings per share of $1.09 to $1.18. GAAP Operating Income to be $56.9 million to $61.7 million.お知らせ • Apr 21Onto Innovation Inc. (NYSE:ONTO) signed a letter of intent to acquire 27% stake in Rigaku Holdings Corporation (TSE:268A) from Atom Investment, L.P approximately $710 million.Onto Innovation Inc. (NYSE:ONTO) signed a letter of intent to acquire 27% stake in Rigaku Holdings Corporation (TSE:268A) from Atom Investment, L.P. for approximately $710 million on April 13, 2026. Onto Innovation Inc. entered into a definitive share purchase agreement 27% stake in Rigaku Holdings Corporation from Atom Investment, L.P. on April 21, 2026. Onto Innovation expects that the investment will be accretive as of December 31, 2026. The transaction is subject to upon completion of customary procedures including obtaining relevant regulatory approvals, expiration or termination of any waiting period applicable under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, he absence of any law or order issued by any governmental authority preventing or making illegal consummation of the transaction the accuracy of the representations and warranties of, and compliance with covenants by, each of the parties to the Purchase Agreement. The expected completion of the transaction is Second half of 2026. Greenhill & Co., LLC act as financial advisor,Simpson Thacher & Bartlett LLP and Nishimura & Asahi act as legal advisor for Onto Innovation Inc. Morgan Stanley act as financial advisor,Nagashima Ohno & Tsunematsu and Latham & Watkins LLP act as legal advisor for Atom Investment, L.P, Mori Hamada & Matsumoto LPC act as legal advisor for Rigaku Holdings Corporation.お知らせ • Apr 17+ 1 more updateOnto Innovation Inc. Updates Earnings Guidance for the First Quarter and Second Quarter of 2026Onto Innovation Inc. updated earnings guidance for the first quarter and second quarter of 2026. For the quarter, the Company expects revenue of $292 million, above the previously communicated outlook of $275 to $285 million. For the second quarter, the Company is establishing guidance of $320 to $330 million, representing an 8% increase over previously shared outlook.お知らせ • Apr 16Onto Innovation Inc. to Report Q1, 2026 Results on May 05, 2026Onto Innovation Inc. announced that they will report Q1, 2026 results After-Market on May 05, 2026お知らせ • Apr 07Onto Innovation Inc., Annual General Meeting, May 20, 2026Onto Innovation Inc., Annual General Meeting, May 20, 2026. Location: 16 jonspin road, wilmington, ma 01887, United Statesお知らせ • Mar 17Onto Innovation Inc Announces Dragonfly G5 Inspection System LaunchOnto Innovation Inc. announced the launch of the Dragonfly G5 system, a fundamentally new inspection and metrology platform delivering best-in-class throughput and enhanced sensitivity required to detect defects as small as 150nm and designed to be extensible for the next several generations of process technology inflections across front-end and advanced packaging applications. A manufacturer of high bandwidth memory (HBM) completed evaluation and selected Dragonfly G5 for 2D inspection for HBM4 ramp. Commitments for double-digit orders of both Dragonfly G5 and 3Di technology received, with shipments starting in the second quarter of 2026. Dragonfly G5 and 3Di technology strengthen Onto’s position in advanced packaging which is expected to demonstrate greater than 30% growth in 2026. The Dragonfly G5 system delivered significant advantages in both resolution and throughput across several applications critical to HBM4 yield. The successful evaluations resulted in order commitments for double-digit numbers of Dragonfly G5 systems to support the majority of their 2D inspection needs and a similar number of orders for 3Di technology, displacing the previously established tool of record. Shipments of both the Dragonfly G5 systems and 3Di technology are expected to commence in the second quarter. New features of the Dragonfly G5 system include: A new optical system supporting multiple techniques such as brightfield and darkfield, delivering defect sensitivity down to 150nm at throughputs up to five times faster than the previous generation Dragonfly technology. A new and proprietary higher power multi-mode illumination technology offered specifically for applications where current technologies struggle to separate sub-micron critical defects from surface variation in applications such as CMP and hybrid bonding. A portfolio of powerful new machine learning algorithms including flexible die-to-die detection which delivers enhanced detection sensitivity while significantly reducing recipe setup time which is a key advantage for customers with a large number of inspection steps. The new platform will continue to support all additional proprietary sensors such as Clearfind technology, sub-surface defect inspection, and 3D metrology, providing customers the most flexible and powerful solution for a wide range of current and future process control needs.お知らせ • Feb 20Onto Innovation Inc. Provides Earnings Guidance for the First Fiscal Quarter Ending March 31, 2026Onto Innovation Inc. provided earnings guidance for the first fiscal quarter ending March 31, 2026. For the first fiscal quarter ending March 31, 2026, the Company expects revenue of $275 million to $285 million, GAAP operating margin of 14.2% to 15.6% and GAAP diluted earnings per share of $0.74 to $0.84.お知らせ • Jan 29Onto Innovation Inc. to Report Q4, 2025 Results on Feb 19, 2026Onto Innovation Inc. announced that they will report Q4, 2025 results After-Market on Feb 19, 2026お知らせ • Nov 18+ 1 more updateOnto Innovation Inc. Updates Revenue Guidance for the Fourth Quarter Ending January 3, 2026Onto Innovation Inc. updated revenue guidance for the fourth quarter ending January 3, 2026. For the quarter, the company expects updating its revenue guidance range to $258 million to $275 million as the acquisition of key product lines from the materials analysis business of Semilab International is expected to contribute approximately $8 million to $10 million of revenue from November 17, 2025 through January 3, 2026.お知らせ • Nov 07Onto Innovation Inc. Provides Earnings Guidance for the Fourth Fiscal Quarter Ending January 3, 2026Onto Innovation Inc. provided earnings guidance for the fourth fiscal quarter ending January 3, 2026. For the quarter, the company expects revenue of $250 million to $265 million and GAAP diluted earnings per share of $0.85 to $1.00. U.S. GAAP Operating income of $39.8 million - $48.3 million.お知らせ • Oct 22Onto Innovation Inc. to Report Q3, 2025 Results on Nov 06, 2025Onto Innovation Inc. announced that they will report Q3, 2025 results After-Market on Nov 06, 2025お知らせ • Sep 19Onto Innovation Inc. to Showcase Next-Generation Metrology and Inspection TechnologiesOnto Innovation Inc. announced it will be exhibiting at SEMICON West on October 7-9, 2025. Onto Innovation invites customers to booth 1229 in Hall 5, North Building, lower level, to learn about the Company's latest portfolio of integrated process and process control solutions supporting the rapid evolution of AI device manufacturing and other markets. Onto will feature next-generation metrology and inspection technologies, including optical metrology for critical films and unique 3D metrology and inspection capabilities designed to meet the demands of next generation bump technologies for advanced packaging. Onto will showcase metrology solutions for advanced node logic (CPU/GPU) and high-performance memory (HBM, DRAM and NAND) applications, along with technologies enabling specialty device production for GaN and SiC, which are powering innovations in the automotive market and electric vehicles. Onto's product experts will be at the booth to answer specific applications questions.お知らせ • Sep 11Onto Innovation Launches Next Generation Ocd Metrology Platform to Enable Process Control for Advanced Ai DevicesOnto Innovation Inc. introduced the Atlas®? G6 optical critical dimension (OCD) metrology system, designed to address the growing complexity of process control in advanced semiconductor nodes. As the industry transitions to second generation gate-all-around (GAA) logic and future vertical gate DRAM architectures to support AI applications, manufacturers face tighter structural dimensions, shrinking by up to 30% per generation. These smaller geometries demand greater precision in controlling individual nanowire measurements in GAA and smaller DRAM cell block sizes for high bandwidth memory (HBM). The Atlas G6 system introduces advanced optical technologies that deliver measurement accuracy and the small spot size needed to support these evolving requirements, enabling robust process control for next generation devices. The Atlas G6 system has already secured multiple production orders from leading logic and memory manufacturers. The Atlas G6 system delivers enhanced signal sensitivity, smaller spot size, and advanced precision for process control in next generation gate-all- around (GAA) logic and high bandwidth memory (HBM) device production. Designed to meet the stringent requirements of AI-driven semiconductor architectures, the Atlas G6 system enables accurate nanowire and DRAM cell block measurements, helping to improve yield, reliability, and performance. The Atlas G6 system deliver enhanced signal to noise performance even with significantly smaller spot sizes, enabling new and critical metrology capabilities for GAA and HBM technologies. For GAA devices, precise control of each individual nanowire is critical to ensure electrical performance required to meet higher transistor speeds and lower power consumption targets of next generation devices. The AtlasG6 system addresses this challenge with enhanced real-time stabilization technologies that improve measurement precision and accuracy. For HBM, smaller DRAM cell block sizes boost bandwidth efficiency, reduce power consumption, and improve latency. The Atlas G6 system's smaller spot size allows for direct on-device measurements in DRAM cell blocks, enabling tighter process windows and ultimately helping to improve yield and long-term reliability. Also, the system introduces an additional data channel, which when combined with Onto's proprietary Ai Diffract™? OCD analysis software and model-guided machine learning algorithms, strengthens recipe robustness and shortens time to solution.お知らせ • Aug 08Onto Innovation Inc. Announces Earnings Outlook for the Third Fiscal Quarter Ending September 27, 2025Onto Innovation Inc. announced earnings outlook for the third fiscal quarter ending September 27, 2025. For the period, the Company expects Revenue of $210 million to $225 million. GAAP diluted earnings per share of $0.52 to $0.72.お知らせ • Jul 21Onto Innovation Inc. to Report Q2, 2025 Results on Aug 07, 2025Onto Innovation Inc. announced that they will report Q2, 2025 results After-Market on Aug 07, 2025お知らせ • Jul 13Onto Innovation Inc. Announces Separation of Mark Slicer as Principal Accounting Officer, Effective July 16, 2025Onto Innovation Inc. and Mr. Mark Slicer, the Company's Chief Financial Officer, agreed to mutually terminate Mr. Slicer's employment with the Company, effective immediately on June 12, 2025. Mr. Slicer served as the principal financial officer and principal accounting officer of the Company. The separation was not the result of any disagreement with the Company on any matter relating to its operations, policies, or practices. On July 9, 2025, the Company and Mr. Slicer entered into a separation agreement, effective as of July 16, 2025, in connection with Mr. Slicer's separation from service with the Company.お知らせ • Jul 01Onto Innovation Inc. (NYSE:ONTO) entered into an equity purchase agreement to acquire Semilab USA LLC from SEMILAB International Zrt. for approximately $540 million.Onto Innovation Inc. (NYSE:ONTO) entered into an equity purchase agreement to acquire Semilab USA LLC from SEMILAB International Zrt. for approximately $540 million on June 27, 2025. A cash consideration of $475 million and a stock consideration of 706,215 shares of Onto Innovation common stock will be paid by Onto Innovation Inc. As part of consideration, $544.8 million is paid towards common equity of Semilab USA LLC. The purchase price is subject to certain customary purchase price adjustments. The transaction is subject to U.S. and Hungarian regulatory approvals, completion of Pre-Closing Reorganization of seller parties, the shares of Buyer Common Stock constituting the Stock Consideration shall have been approved for listing on the New York Stock Exchange and subject to antitrust regulations. The expected completion of the transaction is in the second half of 2025. The transaction is expected to be immediately accretive to both gross and operating margins and to increase non-GAAP earnings per share by more than 10% in the first year following closing. Joseph Conahan, Andrew Alin, Ron Ben-Yehuda, Sophie Staples, Larry Moss, Ashlie Lawton, Sara Razi, Jon Ozner, Krista McManus, Carleigh Rodriguez and Deepa Sarkar of Simpson Thacher & Bartlett LLP acted as legal advisor for Onto Innovation Inc. Reid Haney and Eric Hall of Hill Ward & Henderson acted as legal advisor for SEMILAB International Zrt and Semilab USA. Barclays Capital Inc. acted as financial advisor for Onto Innovation Inc. Rule Garza Howley LLP, Arnell Golden Gregory LLP, and Fish & Richardson P.C. also acted as legal advisor to Semilab USA. Needham & Company, LLC acted as financial advisor for Semilab USA LLC and SEMILAB International Zrt.お知らせ • Jun 13+ 1 more updateOnto Innovation Inc. Announces CFO ChangesOnto Innovation Inc. announced the appointment of Brian Roberts as chief financial officer, strengthening its leadership team as the Company continues to advance its strategic objectives. Appointment is effective as of June 16, 2025. Brian will report to Mike Plisinski. Brian will be based in Wilmington, Massachusetts. Brian Roberts – Chief Financial Officer: Seasoned financial executive to drive operational excellence: Brian brings to Onto Innovation broad financial, operational and leadership experience gained over his 30 year career with a track record of scaling organizations, improving margin performance and maximizing capital allocation. With 20 years of experience as a CFO, 11 years for public companies in industries such as biotech, software and semiconductors, Brian has demonstrated the ability to rapidly scale high growth organizations while delivering on or exceeding company financial goals. He was most recently the CFO of Sensata Technologies, a publicly traded global semiconductor technology company with approximately $4 billion in revenue in 2024 and over 20 factories around the globe. Mark Slicer will be transitioning out of Onto Innovation and pursuing other opportunities. Mark will be available to support a smooth transition.お知らせ • May 09Onto Innovation Inc. Provides Earnings Guidance for Second Quarter of Fiscal Year 2025Onto Innovation Inc. provided earnings guidance for second quarter of fiscal year 2025. For the second fiscal quarter ending June 28, 2025, the Company provided the following guidance: Revenue is expected to be in the range of $240 million to $260 million. GAAP diluted earnings per share is expected to be in the range of $0.99 to $1.13.お知らせ • Apr 11+ 1 more updateOnto Innovation Inc. to Report Q1, 2025 Results on May 08, 2025Onto Innovation Inc. announced that they will report Q1, 2025 results After-Market on May 08, 2025お知らせ • Feb 07Onto Innovation Inc. Provides Earnings Guidance for First Fiscal Quarter Ending March 29, 2025Onto Innovation Inc. provided earnings guidance for first fiscal quarter ending March 29, 2025. For the quarter, Revenue is expected to be in the range of $260 million to $274 million. GAAP diluted earnings per share is expected to be in the range of $1.14 to $1.28.お知らせ • Jan 17Onto Innovation Inc. to Report Q4, 2024 Results on Feb 06, 2025Onto Innovation Inc. announced that they will report Q4, 2024 results After-Market on Feb 06, 2025お知らせ • Jan 15Onto Innovation Inc. Advances Process Control Suite for 3D Interconnect YieldsOnto Innovation Inc. announced advances in its product suite for 3D interconnect process control, featuring the new 3Di technology on the Dragonfly G3 system for bump process control in high bandwidth memory (HBM) and advanced logic applications. Additionally, the EchoScan system is introduced for detecting voids as small as 1um in wafer bonding applications, such as advanced hybrid bonding for Cu-Cu interconnects. Initial orders for the 3Di technology include a top HBM manufacturer, a tier one OSAT and a leading manufacturer of bump process equipment. The first EchoScan system will ship in the first quarter, with additional tools planned to ship to customers throughout 2025. Advanced packages with 2.5D and 3D integration schemes are projected to grow at a rate of 19% from 2024 through28, according to TechInsights. Interconnect bump heights in high volume manufacturing (HVM) are decreasing from 12um to 8um, and potentially to 4um. As bump sizes decrease, metrology and inspection become increasingly critical to ensuring high yields. Interconnect density intensifies with the adoption of hybrid bonding for bond pad interconnects, with planar bump heights and the challenge of inline micro void detection at the Cu-Cu bond pad interface. Undetected voids can lead to wafer cracking and open electrical connections, resulting in yield loss. Current technologies are limited to 10um void size sensitivity and require water immersion, which adds the risk of bonded wafer contamination, delamination and lack of void traceability for inline process control.Buy Or Sell Opportunity • Nov 15Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 22% to €150. The fair value is estimated to be €188, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.9% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 31% per annum over the same time period.Valuation Update With 7 Day Price Move • Nov 07Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €162, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 13x in the Semiconductor industry in Germany. Total returns to shareholders of 109% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €183 per share.お知らせ • Nov 02Onto Innovation Inc. Provides Earnings Guidance for the Fourth Fiscal Quarter Ending December 28, 2024Onto Innovation Inc. provided earnings guidance for the fourth fiscal quarter ending December 28, 2024. For the quarter, Revenue is expected to be in the range of $253 million to $267 million. GAAP diluted earnings per share is expected to be in the range of $1.04 to $1.19.Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: US$1.07 (vs US$0.73 in 3Q 2023)Third quarter 2024 results: EPS: US$1.07 (up from US$0.73 in 3Q 2023). Revenue: US$252.2m (up 22% from 3Q 2023). Net income: US$53.1m (up 48% from 3Q 2023). Profit margin: 21% (up from 17% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 01Onto Innovation Inc. (NYSE:ONTO) acquired Lumina Instruments, Inc.Onto Innovation Inc. (NYSE:ONTO) acquired Lumina Instruments, Inc. on October 31, 2024. In a related transaction, Onto Innovation acquired the lithography business from Kulicke and Soffa Industries, Inc. Combined, the acquisitions are expected to generate up to $100 million in annual revenue in the next three years and be accretive to earnings within 12 months. Onto Innovation Inc. (NYSE:ONTO) completed the acquisition of Lumina Instruments, Inc. on October 31, 2024.お知らせ • Oct 15Onto Innovation Inc. to Report Q3, 2024 Results on Oct 31, 2024Onto Innovation Inc. announced that they will report Q3, 2024 results After-Market on Oct 31, 2024Valuation Update With 7 Day Price Move • Sep 09Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €160, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 12x in the Semiconductor industry in Germany. Total returns to shareholders of 146% over the past three years.Reported Earnings • Aug 09Second quarter 2024 earnings released: EPS: US$1.07 (vs US$0.53 in 2Q 2023)Second quarter 2024 results: EPS: US$1.07 (up from US$0.53 in 2Q 2023). Revenue: US$242.3m (up 27% from 2Q 2023). Net income: US$52.9m (up 105% from 2Q 2023). Profit margin: 22% (up from 14% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €143, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 14x in the Semiconductor industry in Germany. Total returns to shareholders of 118% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €249 per share.Buy Or Sell Opportunity • Jul 18Now 20% undervaluedOver the last 90 days, the stock has risen 17% to €198. The fair value is estimated to be €248, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 32% per annum over the same time period.お知らせ • Jul 17Onto Innovation Inc. Appoints Stephen Schwartz to Its Board of DirectorsOnto Innovation Inc. announced Dr. Stephen Schwartz has joined its board of directors. With over 25 years of leadership experience in high technology companies, Dr. Stephen Schwartz brings a strong background in technical leadership to Onto Innovation’s board of directors. He currently serves as president and chief executive officer of Azenta Inc., formerly Brooks Automation Inc., since October 2010. Brooks Automation was a leading provider of manufacturing automation solutions for the semiconductor industry and life sciences. In February 2022, under Dr. Schwartz’s leadership, Brooks Automation separated its business into two different companies, Azenta, which operates in the life sciences market, and Brooks Automation, which operates in the semiconductor industry. In May 2024, he announced his plans to retire from Azenta upon the appointment of his successor. Prior to Brooks Automation, Dr. Schwartz joined Asyst Technologies Inc., in 2001 and served as the president, chief executive officer and chairman from 2002 until 2009. Prior to joining Asyst, Dr. Schwartz served as the president of Consilium Inc., an Applied Materials Inc. company from 1999 to 2001. Dr. Schwartz began his career at Applied Materials. Dr. Schwartz received his B.S., M.S. and Ph.D. in Electrical Engineering from Purdue University and M.B.A. from the University of Chicago.お知らせ • Jul 13Onto Innovation Inc. to Report Q2, 2024 Results on Aug 08, 2024Onto Innovation Inc. announced that they will report Q2, 2024 results After-Market on Aug 08, 2024お知らせ • Jul 09Onto Innovation Further Strengthens Company’s Panel Portfolio with New Glass SuiteOnto Innovation Inc. announced Onto Innovation’s glass substrate suite featuring the JetStep® X500 panel-level packaging lithography system with hybrid substrate handling capabilities and the Firefly® G3 sub-micron automatic metrology and inspection system for panel-level packaging and advanced IC substrates (AICS). The JetStep X500 and Firefly G3 systems offer customers a complete panel-level packaging solution supporting heterogeneous integration (HI) chiplet packages for AI, high performance compute and cloud computing. The AICS market is expected to increase at a compound annual growth rate of 10% from 2023 to 2028, according to Prismark. The AICS HI roadmap is rapidly approaching several new demarcation points, including the challenges for organic substrate redistribution layers (RDLs) using copper clad laminate (CCL) below 3µm. These challenges are prompting manufacturers to adopt more stable substrates such as glass. The necessity for manufacturers to handle both large glass core panels as well as the existing mature CCL based organic substrates opens new market opportunities for lithography tools capable of handling both substrate types. In addition to evolving lithographic requirements, the production of glass substrates generates several significant process control challenges attributed to cracks and chips and as a result of handling, through glass via (TGV) formation and the Cu plating process. Customers require 3D metrology solutions focused on TGVs, such as the need to measure via-to-via distance and via diameter for top, waist and bottom. Using a combination of different illumination techniques, including Onto’s patented Clearfield® technology, the Firefly G3 system has emerged as a successful inspection tool for organic panels. By applying these same techniques to glass panels, Onto expands upon the Firefly G3 system’s previous success by delivering a uniquely designed inspection solution for bare and patterned glass substrates. Capable of identifying cracks and chips, the Firefly G3 system also can perform TGV metrology for vias, including finding the X and Y displacements of TGVs from their nominal positions in a matter of minutes. The system also can inspect for defects like dimples, which are formed during etching. Using the Firefly G3 system and its unique 3D metrology sensors for dielectric thickness measurements, customers are enabled to achieve proper copper plating height uniformity for RDLs.お知らせ • May 11Onto Innovation Inc. Provides Earnings Guidance for the Second Quarter Ending June 29, 2024Onto Innovation Inc. provided earnings guidance for the second quarter ending June 29, 2024, the Company is providing the following guidance: Revenue is expected to be in the range of $230 to $240 million. GAAP diluted earnings per share is expected to be in the range of $0.88 to $1.00.Reported Earnings • May 10First quarter 2024 earnings released: EPS: US$0.95 (vs US$0.60 in 1Q 2023)First quarter 2024 results: EPS: US$0.95 (up from US$0.60 in 1Q 2023). Revenue: US$228.8m (up 15% from 1Q 2023). Net income: US$46.9m (up 61% from 1Q 2023). Profit margin: 21% (up from 15% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 8.3% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 60% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 23Onto Innovation Inc. Debuts Sub-Surface Defect Inspection for Advanced PackagingOnto Innovation Inc. announced the release of a new sub-surface inspection capability for the Dragonfly G3 sub-micron 2D/3D inspection and metrology platform. The new capability enables whole wafer inspection for critical yield impacting defects that can lead to lost die as well as entire wafers breaking in subsequent process steps. Such defects were previously impossible to find in a production environment. In today’s world of wafer thinning and multi-layer wafer or die bonding, sub-surface defects are far more dangerous than ever before as bonded layers are now a tenth of their former thickness and far more brittle and therefore more susceptible to damage pre- or post-bonding. Sub-surface defects that occur during the bonding or thinning process such as micro-cracks can cause not only die yield issues, but wafers can be shattered resulting in the loss of hundreds of die in an instant. Now, Onto Innovation is offering the capability to detect these yield killing defects on the well-established Dragonfly platform at production speeds. By using novel infra-red (IR) technology and specially designed algorithms, the Dragonfly platform provides customers a choice to scan the entire wafer for hidden defects rather than be limited to sampling only selected areas of the wafer. This greatly impacts final yield and cost savings through reduced scrapped wafer/die stacks.New Risk • Apr 21New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €445k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Profit margins are more than 30% lower than last year (15% net profit margin). Significant insider selling over the past 3 months (€445k sold).お知らせ • Apr 10Onto Innovation Inc. to Report Q1, 2024 Results on May 09, 2024Onto Innovation Inc. announced that they will report Q1, 2024 results After-Market on May 09, 2024お知らせ • Apr 06Onto Innovation Inc., Annual General Meeting, May 22, 2024Onto Innovation Inc., Annual General Meeting, May 22, 2024, at 08:00 Pacific Standard Time. Location: 1550 Buckeye Drive, Milpitas california United States Agenda: To elect the Board's eight nominees for director to serve until the next Annual Meeting and until their successors are duly elected and qualified; to approve, on an advisory (non-binding) basis, the compensation of our named executive officers as disclosed in this proxy statement; to ratify the appointment of Ernst & Young LLP as independent registered public accounting firm for the fiscal year ending December 28, 2024; and to transact such other business as may properly come before the meeting and any adjournment or postponement thereof.お知らせ • Mar 19Onto Innovation Inc. Appoints Susan Lynch to its Board of DirectorsOnto Innovation Inc. announced Susan Lynch has joined its board of directors. With over 30 years of leadership experience in high technology companies, Susan Lynch brings a strong background in financial leadership to Onto Innovation’s board of directors. She recently served as senior vice president and chief financial officer of V2X (formerly Vectrus Inc.). Prior to V2X, Susan was executive vice president and chief financial officer of Sungard Availability Services, executive vice president and chief financial officer of Hitachi Vantara (formerly Hitachi Data Systems), vice president and chief financial officer of Raytheon Technical Services and assistant corporate controller of Honeywell International. Ms. Lynch has also served on the board of directors of Allegro MicroSystems since 2021.Reported Earnings • Feb 28Full year 2023 earnings released: EPS: US$2.47 (vs US$4.52 in FY 2022)Full year 2023 results: EPS: US$2.47 (down from US$4.52 in FY 2022). Revenue: US$815.9m (down 19% from FY 2022). Net income: US$121.2m (down 46% from FY 2022). Profit margin: 15% (down from 22% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 8.2% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Feb 11Full year 2023 earnings released: EPS: US$2.47 (vs US$4.52 in FY 2022)Full year 2023 results: EPS: US$2.47 (down from US$4.52 in FY 2022). Revenue: US$815.9m (down 19% from FY 2022). Net income: US$121.2m (down 46% from FY 2022). Profit margin: 15% (down from 22% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 8.2% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 09Onto Innovation Inc. Provides Earnings Guidance for the First Quarter Ending March 30, 2024Onto Innovation Inc. provided earnings guidance for the first quarter ending March 30, 2024. For the quarter, the company expects revenue to be in the range of $215 million to $230 million and GAAP diluted earnings per share is expected to be in the range of $0.74 to $0.94.Valuation Update With 7 Day Price Move • Jan 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €157, the stock trades at a forward P/E ratio of 50x. Average forward P/E is 16x in the Semiconductor industry in Germany. Total returns to shareholders of 240% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €172 per share.お知らせ • Jan 16Onto Innovation Inc. Announces Launch of the New Firefly G3 Inspection and Metrology System for Automated Process Control During High Volume Production of Panel-Level SubsidatesOnto Innovation Inc. announced the launch of the new Firefly G3 inspection and metrology system for automated process control during high volume production of panel-level substrates. The Firefly G3 system was shipped to a tier one customer supporting a variety of AI chiplet based panel-level packages with several additional customers expected to take delivery in the first half of 2024. The Firefly G3 system's inspection and metrology capabilities uniquely complement Onto's JetStep family of panel-level lithography systems, using proprietary feed-forward and feedback software, providing high-resolution data to optimize layer-over-layer overlay accuracy throughout all layers on each side of the panel being processed, a unique capability in improving current panel performance and yield. This next-generation Firefly system goes beyond 2D inspection and metrology by supporting additional process control steps through the introduction of 3D metrology sensors. With the new-generation 3D sensors, the system can measure film thicknesses and the height of metal RDL lines. The addition of these sensors allows customers to collect critical data required to mature their process in a shorter amount of time.お知らせ • Jan 13+ 1 more updateOnto Innovation Inc. to Report Q4, 2023 Results on Feb 08, 2024Onto Innovation Inc. announced that they will report Q4, 2023 results After-Market on Feb 08, 2024お知らせ • Nov 12Onto Innovation Inc. Provides Earnings Guidance for the Fourth Quarter Ending December 30, 2023Onto Innovation Inc. provided earnings guidance For the fourth quarter ending December 30, 2023. The company expects Revenue to be in the range of $200 million to $216 million. GAAP diluted earnings per share is expected to be in the range of $0.58 to $0.78.Reported Earnings • Nov 10Third quarter 2023 earnings released: EPS: US$0.73 (vs US$1.05 in 3Q 2022)Third quarter 2023 results: EPS: US$0.73 (down from US$1.05 in 3Q 2022). Revenue: US$207.2m (down 19% from 3Q 2022). Net income: US$35.9m (down 31% from 3Q 2022). Profit margin: 17% (down from 21% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 47% per year whereas the company’s share price has increased by 51% per year.Valuation Update With 7 Day Price Move • Oct 20Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €114, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 14x in the Semiconductor industry in Germany. Total returns to shareholders of 293% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €51.85 per share.お知らせ • Oct 18+ 1 more updateOnto Innovation Inc.(NYSE:ONTO) dropped from S&P 600 Information Technology (Sector)Onto Innovation Inc.(NYSE:ONTO) dropped from S&P 600 Information Technology (Sector)お知らせ • Oct 11Onto Innovation Inc. to Report Q3, 2023 Results on Nov 09, 2023Onto Innovation Inc. announced that they will report Q3, 2023 results After-Market on Nov 09, 2023お知らせ • Aug 11Onto Innovation Inc. Provides Earnings Guidance for the Third Fiscal Quarter Ending September 30, 2023Onto Innovation Inc. provided earnings guidance For the third fiscal quarter ending September 30, 2023. For the quarter, the Company is providing the following guidance: Revenue is expected to be $205 million to $225 million and GAAP diluted earnings per share is expected to be in the range of $0.59 to $0.79.Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: US$0.53 (vs US$1.04 in 2Q 2022)Second quarter 2023 results: EPS: US$0.53 (down from US$1.04 in 2Q 2022). Revenue: US$190.7m (down 26% from 2Q 2022). Net income: US$25.9m (down 50% from 2Q 2022). Profit margin: 14% (down from 20% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 54% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 07Onto Innovation Inc. to Report Q2, 2023 Results on Aug 10, 2023Onto Innovation Inc. announced that they will report Q2, 2023 results at 4:00 PM, US Eastern Standard Time on Aug 10, 2023Valuation Update With 7 Day Price Move • May 31Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €102, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 16x in the Semiconductor industry in Germany. Total returns to shareholders of 252% over the past three years.Recent Insider Transactions • May 28Insider recently sold €463k worth of stockOn the 23rd of May, David Miller sold around 5k shares on-market at roughly €92.53 per share. This transaction amounted to 34% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €603k more than they bought in the last 12 months.Recent Insider Transactions • May 19Insider recently sold €140k worth of stockOn the 16th of May, Ju Jin sold around 2k shares on-market at roughly €87.47 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Valuation Update With 7 Day Price Move • May 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €90.00, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 15x in the Semiconductor industry in Germany. Total returns to shareholders of 202% over the past three years.Reported Earnings • May 06First quarter 2023 earnings released: EPS: US$0.60 (vs US$1.08 in 1Q 2022)First quarter 2023 results: EPS: US$0.60 (down from US$1.08 in 1Q 2022). Revenue: US$199.2m (down 18% from 1Q 2022). Net income: US$29.1m (down 46% from 1Q 2022). Profit margin: 15% (down from 22% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 2 years, compared to a 9.0% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.お知らせ • May 06Onto Innovation Inc. Provides Revenue Guidance for Second Quarter Ending July 1, 2023Onto Innovation Inc. provided revenue guidance for second quarter ending July 1, 2023. For the quarter, Revenue is expected to be $203 million plus or minus 4%.Reported Earnings • Feb 12Full year 2022 earnings released: EPS: US$4.52 (vs US$2.89 in FY 2021)Full year 2022 results: EPS: US$4.52 (up from US$2.89 in FY 2021). Revenue: US$1.01b (up 27% from FY 2021). Net income: US$223.3m (up 57% from FY 2021). Profit margin: 22% (up from 18% in FY 2021). The increase in margin was driven by higher revenue. Revenue is expected to decline by 4.7% p.a. on average during the next 2 years, while revenues in the Semiconductor industry in Germany are expected to grow by 8.7%. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 10Onto Innovation Inc. Provides Earnings Guidance for the First Quarter Ending April 1, 2023Onto Innovation Inc. provided earnings guidance for the first quarter ending April 1, 2023. For the quarter, the company's revenue is expected to be $200 million plus or minus 3%. GAAP diluted earnings per share is expected to be in the range of $0.54 to $0.69.お知らせ • Jan 25Onto Innovation Inc. Appoints Stephen D. Kelley to its Board of DirectorsOnto Innovation Inc. announced Stephen D. Kelley has joined its board of directors. With over 30 years of leadership experience within the semiconductor industry, Steve Kelley brings to Onto Innovation’s board of directors a strong background in executive management and first-hand knowledge of Onto’s customer base across the entire value chain. He currently serves as president and chief executive officer of Advanced Energy Industries Inc., which designs and manufactures highly engineered power delivery systems for semiconductor wafer fab equipment and other mission-critical applications. Prior to that, he was president and chief executive officer of Amkor Technology, a leading outsourced semiconductor assembly and test (OSAT) company from 2013 to 2020, which gives him significant knowledge of advanced packaging processes. He has also held executive leadership roles at leading semiconductor manufacturers: Texas Instruments; Philips Semiconductors; and Cree.お知らせ • Jan 13Onto Innovation Inc. to Report Q4, 2022 Results on Feb 09, 2023Onto Innovation Inc. announced that they will report Q4, 2022 results After-Market on Feb 09, 2023Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: US$1.05 (vs US$0.74 in 3Q 2021)Third quarter 2022 results: EPS: US$1.05 (up from US$0.74 in 3Q 2021). Revenue: US$254.3m (up 27% from 3Q 2021). Net income: US$52.2m (up 43% from 3Q 2021). Profit margin: 21% (up from 18% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is expected to decline by 12% p.a. on average during the next 2 years, while revenues in the Semiconductor industry in Germany are expected to grow by 8.5%. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: US$1.05 (vs US$0.74 in 3Q 2021)Third quarter 2022 results: EPS: US$1.05 (up from US$0.74 in 3Q 2021). Revenue: US$254.3m (up 27% from 3Q 2021). Net income: US$52.2m (up 43% from 3Q 2021). Profit margin: 21% (up from 18% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is expected to decline by 1.6% p.a. on average during the next 2 years, while revenues in the Semiconductor industry in Germany are expected to grow by 8.6%.お知らせ • Oct 28Onto Innovation Inc. Provides Earnings Guidance for the Fourth Quarter Ending December 31, 2022; Provides Revenue Guidance for the Year 2023Onto Innovation Inc. provided earnings guidance for the fourth quarter ending December 31, 2022. For the fourth quarter, the company’s revenue is expected to be in the range of $244 million to $256 million and GAAP diluted earnings per share is expected to be in the range of $0.97 to $1.12.For the year 2023, the company expects revenue in 2023 to decline 10% to 15%, including the negative impact of about $80 million from new restrictions on equipment sales to China.Valuation Update With 7 Day Price Move • Oct 14Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €60.50, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Semiconductor industry in Germany. Total loss to shareholders of 4.0% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €60.97 per share.お知らせ • Oct 04Onto Innovation Inc. to Report Q3, 2022 Results on Oct 27, 2022Onto Innovation Inc. announced that they will report Q3, 2022 results at 4:00 PM, US Eastern Standard Time on Oct 27, 2022Valuation Update With 7 Day Price Move • Sep 02Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €67.00, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the Semiconductor industry in Germany. Total returns to shareholders of 4.7% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €68.36 per share.Reported Earnings • Aug 11Second quarter 2022 earnings released: EPS: US$1.04 (vs US$0.71 in 2Q 2021)Second quarter 2022 results: EPS: US$1.04 (up from US$0.71 in 2Q 2021). Revenue: US$256.3m (up 33% from 2Q 2021). Net income: US$51.6m (up 47% from 2Q 2021). Profit margin: 20% (up from 18% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 12%, compared to a 12% growth forecast for the industry in Germany.お知らせ • Aug 10Onto Innovation Inc. Provides Earnings Guidance for the Third Quarter Ending October 1, 2022Onto Innovation Inc. provided earnings guidance for the third quarter ending October 1, 2022. For the third quarter ending October 1, 2022, Revenue is expected to be in the range of $242 million to $258 million and GAAP diluted earnings per share is expected to be in the range of $0.95 to $1.16.Valuation Update With 7 Day Price Move • Jul 22Investor sentiment improved over the past weekAfter last week's 16% share price gain to €78.50, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 16x in the Semiconductor industry in Germany. Total returns to shareholders of 40% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €78.55 per share.お知らせ • Jul 12Onto Innovation Announces New Echo™ SystemOnto Innovation Inc. announced the next evolutionary step of innovative acoustic metrology products. The new Echo™ system further expands the addressable market for in-line characterization of opaque films, which isestimated to be approximately $110 million, by leveraging the principle of picosecond ultrasonics to deliver critical thickness metrology and material characterization for key technology transitions in the leading-edge DRAM and high-stack NAND memory markets. For these advanced architectures, the Echo system provides critical metal film metrology enabling higher memory bandwidth and bit density. In specialty segments, the Echo system provides metal thickness and characterization for a variety of devices, including RF filters for 5G communications, and power devices for the rapidly growing electric vehicle (EV) and high-speed portable charger markets. Onto Innovation’s Echo opaque film acoustic metrology product. Capable of single or multilayer film measurements from 50Å to 35µm, handling 100-300mm wafer sizes. Operating at three times the signal-to-noise ratio (SNR) of existing products, the Echo system supports a wide range of film thicknesses, from very thin 50Å films up to 35µm opaque films and metal layers. Furthermore, the Echo system has materials characterization capabilities that include in-line time domain thermo-reflectance for implant monitoring and thermal conductivity characterization.お知らせ • Jul 09Onto Innovation Inc. to Report Q2, 2022 Results on Aug 09, 2022Onto Innovation Inc. announced that they will report Q2, 2022 results After-Market on Aug 09, 2022Buying Opportunity • Jul 08Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be €75.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 42% over the last 3 years. Earnings per share has grown by 54%. Revenue is forecast to grow by 17% in a year. Earnings is forecast to grow by 33% in the next year.Valuation Update With 7 Day Price Move • Jul 05Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €59.00, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the Semiconductor industry in Germany. Negligible returns to shareholders over past year. Simply Wall St's valuation model estimates the intrinsic value at €80.08 per share.Buying Opportunity • Jun 18Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be €80.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 42% over the last 3 years. Earnings per share has grown by 54%. Revenue is forecast to grow by 17% in a year. Earnings is forecast to grow by 33% in the next year.お知らせ • Jun 10Onto Innovation Inc. Announces Its First Shipment of Dragonfly® G3 System with the New Eb40™ ModuleOnto Innovation Inc. announced its first shipment of the Company’s Dragonfly® G3 system with the new EB40™ module to a top three semiconductor manufacturer. Together, the system and module offer all-surface wafer inspection to address the yield loss caused by defects on the wafer edge and backside across front-end and back-end processes. All-surface inspection is becoming critical for quality assurance at foundries and IDMs producing advanced packages. The prevalence of edge-handling equipment needed to accommodate thinner wafers can produce chips and cracks that potentially propagate into the die near the wafer’s edge, which becomes a costly loss on a finished wafer. That’s where the 30% greater sensitivity and twice the throughput of the integrated Dragonfly G3 system and EB40 module come in. Onto Innovation’s new EB40 solution provides not only the required sensitivity to identify these defects at high speed but also offers the analytics software, such as Onto’s ADC (automatic defect classification), to determine the defect type, impact and, in some cases, origin. Yole Group estimates AI and HPC architectures will grow by greater than 30% over the next three years. Based on these estimates and the strong positive customer reception have seen in the initial release of the Dragonfly G3 system with the EB40 module, expect this new capability to result in a process control SAM expansion for advanced logic and memory. Wafer fab in-line process control requirements and BEOL final outgoing quality inspection are needed for the development of advanced node architectures in logic as well as emerging memory segments. This new market opportunity is in addition to the advanced packaging market where the combination of the Dragonfly G3 system and EB40 module is adding all-surface inspection to the Dragonfly G3 system’s tool-of-record status at the top manufacturers. The integration of the Dragonfly G3 system with the EB40 module not only introduces backside edge bead-removal metrology, but also offers a significant shift in sensitivity enabled by a new algorithm for defect detection, allowing this powerful duo of tools to exceed on-wafer needs and find backside scratches, color variations and large particles that can cause advanced packaging defects. The Dragonfly G3 system with the EB40 module is capable of doubling the number of wafers per hour offered by previous tools, while allowing manufacturers to detect residue and particles on the wafer surface with superior precision. Volume purchase agreements and orders for the Dragonfly G3 system and EB40 module are part of the Company’s previously stated outlook for 2022.Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improved over the past weekAfter last week's 16% share price gain to €76.50, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 17x in the Semiconductor industry in Germany. Total returns to shareholders of 32% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €79.20 per share.お知らせ • May 18+ 1 more updateOnto Innovation Inc. Announces Executive ChangesOnto Innovation Inc. announced that Steven R. Roth, Senior Vice President of the company, has retired from his position effective May 17, 2022. Roth will remain with the Company on an advisory basis through the end of the year to support his successor with historical perspective, as needed. The Board of Directors of the Company has appointed Mark Slicer as the Company’s Chief Financial Officer effective on May 17, 2022. Slicer will perform the functions of principal financial officer and principal accounting officer of the Company. Slicer most recently served as Senior Vice President and Global Operations Controller from September 2019 to May 2022.Reported Earnings • May 05First quarter 2022 earnings released: EPS: US$1.08 (vs US$0.49 in 1Q 2021)First quarter 2022 results: EPS: US$1.08 (up from US$0.49 in 1Q 2021). Revenue: US$241.4m (up 43% from 1Q 2021). Net income: US$53.3m (up 121% from 1Q 2021). Profit margin: 22% (up from 14% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 17%, compared to a 15% growth forecast for the industry in Germany.お知らせ • May 05Onto Innovation Inc. Provides Earnings Guidance for the Fiscal Second Quarter Ending July 2, 2022Onto Innovation Inc. provided earnings guidance for the fiscal second quarter ending July 2, 2022. Management provided an outlook for the second quarter, the fiscal period ending July 2, 2022, that excludes revenue from the Company’s new lithography systems, awaiting customer acceptance. For the quarter, the company expects revenue from $234 to $248 million and diluted GAAP eps to be $0.90 to $1.09.お知らせ • Apr 14Onto Innovation Inc. to Report Q1, 2022 Results on May 03, 2022Onto Innovation Inc. announced that they will report Q1, 2022 results After-Market on May 03, 2022お知らせ • Apr 01Onto Innovation Inc., Annual General Meeting, May 10, 2022Onto Innovation Inc., Annual General Meeting, May 10, 2022, at 10:00 Pacific Standard Time. Location: 1550 Buckeye Drive, Milpitas Milpitas California United States Agenda: To elect the Board’s seven nominees for director to serve until the next Annual Meeting and until their successors are duly elected and qualified; to approve, on an advisory (non-binding) basis, the compensation of our named executive officers as disclosed in this proxy statement; to ratify the appointment of Ernst & Young LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2022; and to transact such other business as may properly come before the meeting and any adjournment or postponement thereof.Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improved over the past weekAfter last week's 20% share price gain to €81.50, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 19x in the Semiconductor industry in Germany. Total returns to shareholders of 58% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €149 per share.Recent Insider Transactions • Feb 22Independent Director recently sold €4.8m worth of stockOn the 15th of February, Bruce Rhine sold around 61k shares on-market at roughly €79.01 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €10m more than they bought in the last 12 months.Reported Earnings • Feb 09Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$2.89 (up from US$0.63 in FY 2020). Revenue: US$788.9m (up 42% from FY 2020). Net income: US$142.3m (up 359% from FY 2020). Profit margin: 18% (up from 5.6% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Over the next year, revenue is forecast to grow 13%, compared to a 16% growth forecast for the industry in Germany.株主還元NNMDE SemiconductorDE 市場7D19.4%-8.9%-3.0%1Y232.7%120.6%-0.7%株主還元を見る業界別リターン: NNM過去 1 年間で120.6 % の収益を上げたGerman Semiconductor業界を上回りました。リターン対市場: NNM過去 1 年間で-0.7 % の収益を上げたGerman市場を上回りました。価格変動Is NNM's price volatile compared to industry and market?NNM volatilityNNM Average Weekly Movement10.7%Semiconductor Industry Average Movement9.7%Market Average Movement5.9%10% most volatile stocks in DE Market13.2%10% least volatile stocks in DE Market2.7%安定した株価: NNMの株価は、 German市場と比較して過去 3 か月間で変動しています。時間の経過による変動: NNMの weekly volatility ( 11% ) は過去 1 年間安定していますが、依然としてGermanの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19401,615Mike Plisinskiwww.ontoinnovation.com光学計測と検査を行うプロセス制御ツールの設計、開発、製造、サポートを世界中で行っている。同社はリソグラフィーシステムとプロセス制御分析ソフトウェアを提供している。また、光学計測、マクロ欠陥検査、パッケージング・リソグラフィー、透明・不透明薄膜測定用のスタンドアロン・システムを通じて、工程・歩留まり管理ソリューション、デバイス・パッケージング・テスト設備も提供している。さらに、スタンドアロン・ツール、ツール群、企業または工場全体のスイートを含むプロセス制御ソフトウェア・ポートフォリオも提供している。さらに、システム、ソフトウェア、スペアパーツ、その他のサービスも手掛け、ソフトウェアのライセンスサービスも提供している。同社の製品は、半導体および先端パッケージングデバイスメーカー、シリコンウエハー、発光ダイオード、垂直共振器面発光レーザー、マイクロエレクトロメカニカルシステム、CMOSイメージセンサー、パワーデバイス、アナログデバイス、RFフィルター、データストレージ、さまざまな産業および科学アプリケーションで使用されている。オント・イノベーション・インクは1940年に設立され、マサチューセッツ州ウィルミントンに本社を置いている。もっと見るOnto Innovation Inc. 基礎のまとめOnto Innovation の収益と売上を時価総額と比較するとどうか。NNM 基礎統計学時価総額€13.92b収益（TTM）€91.97m売上高(TTM)€890.75m151.4xPER（株価収益率15.6xP/SレシオNNM は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計NNM 損益計算書（TTM）収益US$1.03b売上原価US$472.16m売上総利益US$558.44mその他の費用US$452.03m収益US$106.41m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）2.14グロス・マージン54.19%純利益率10.33%有利子負債／自己資本比率0%NNM の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/12 01:20終値2026/06/12 00:00収益2026/03/31年間収益2026/01/03データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Onto Innovation Inc. 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。15 アナリスト機関Ted MoreauBarrington Research Associates, Inc.Craig EllisB. Riley Securities, Inc.Christopher MuseCantor Fitzgerald & Co.12 その他のアナリストを表示
Buy Or Sell Opportunity • Jun 02Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 33% to €233. The fair value is estimated to be €194, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has declined by 3.2%. Revenue is forecast to grow by 62% in 2 years. Earnings are forecast to grow by 277% in the next 2 years.
お知らせ • May 07Onto Innovation Inc. Provides Earnings Guidance for the Second Quarter Ending June 30, 2026Onto Innovation Inc. provided earnings guidance for the second quarter ending June 30, 2026. For the second quarter, the Company expects Revenue of $320 million to $330 million, GAAP operating margin of 17.8% to 18.7%, GAAP diluted earnings per share of $1.09 to $1.18. GAAP Operating Income to be $56.9 million to $61.7 million.
お知らせ • Apr 21Onto Innovation Inc. (NYSE:ONTO) signed a letter of intent to acquire 27% stake in Rigaku Holdings Corporation (TSE:268A) from Atom Investment, L.P approximately $710 million.Onto Innovation Inc. (NYSE:ONTO) signed a letter of intent to acquire 27% stake in Rigaku Holdings Corporation (TSE:268A) from Atom Investment, L.P. for approximately $710 million on April 13, 2026. Onto Innovation Inc. entered into a definitive share purchase agreement 27% stake in Rigaku Holdings Corporation from Atom Investment, L.P. on April 21, 2026. Onto Innovation expects that the investment will be accretive as of December 31, 2026. The transaction is subject to upon completion of customary procedures including obtaining relevant regulatory approvals, expiration or termination of any waiting period applicable under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, he absence of any law or order issued by any governmental authority preventing or making illegal consummation of the transaction the accuracy of the representations and warranties of, and compliance with covenants by, each of the parties to the Purchase Agreement. The expected completion of the transaction is Second half of 2026. Greenhill & Co., LLC act as financial advisor,Simpson Thacher & Bartlett LLP and Nishimura & Asahi act as legal advisor for Onto Innovation Inc. Morgan Stanley act as financial advisor,Nagashima Ohno & Tsunematsu and Latham & Watkins LLP act as legal advisor for Atom Investment, L.P, Mori Hamada & Matsumoto LPC act as legal advisor for Rigaku Holdings Corporation.
お知らせ • Apr 17+ 1 more updateOnto Innovation Inc. Updates Earnings Guidance for the First Quarter and Second Quarter of 2026Onto Innovation Inc. updated earnings guidance for the first quarter and second quarter of 2026. For the quarter, the Company expects revenue of $292 million, above the previously communicated outlook of $275 to $285 million. For the second quarter, the Company is establishing guidance of $320 to $330 million, representing an 8% increase over previously shared outlook.
お知らせ • Apr 16Onto Innovation Inc. to Report Q1, 2026 Results on May 05, 2026Onto Innovation Inc. announced that they will report Q1, 2026 results After-Market on May 05, 2026
お知らせ • Apr 07Onto Innovation Inc., Annual General Meeting, May 20, 2026Onto Innovation Inc., Annual General Meeting, May 20, 2026. Location: 16 jonspin road, wilmington, ma 01887, United States
Buy Or Sell Opportunity • Jun 02Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 33% to €233. The fair value is estimated to be €194, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has declined by 3.2%. Revenue is forecast to grow by 62% in 2 years. Earnings are forecast to grow by 277% in the next 2 years.
お知らせ • May 07Onto Innovation Inc. Provides Earnings Guidance for the Second Quarter Ending June 30, 2026Onto Innovation Inc. provided earnings guidance for the second quarter ending June 30, 2026. For the second quarter, the Company expects Revenue of $320 million to $330 million, GAAP operating margin of 17.8% to 18.7%, GAAP diluted earnings per share of $1.09 to $1.18. GAAP Operating Income to be $56.9 million to $61.7 million.
お知らせ • Apr 21Onto Innovation Inc. (NYSE:ONTO) signed a letter of intent to acquire 27% stake in Rigaku Holdings Corporation (TSE:268A) from Atom Investment, L.P approximately $710 million.Onto Innovation Inc. (NYSE:ONTO) signed a letter of intent to acquire 27% stake in Rigaku Holdings Corporation (TSE:268A) from Atom Investment, L.P. for approximately $710 million on April 13, 2026. Onto Innovation Inc. entered into a definitive share purchase agreement 27% stake in Rigaku Holdings Corporation from Atom Investment, L.P. on April 21, 2026. Onto Innovation expects that the investment will be accretive as of December 31, 2026. The transaction is subject to upon completion of customary procedures including obtaining relevant regulatory approvals, expiration or termination of any waiting period applicable under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, he absence of any law or order issued by any governmental authority preventing or making illegal consummation of the transaction the accuracy of the representations and warranties of, and compliance with covenants by, each of the parties to the Purchase Agreement. The expected completion of the transaction is Second half of 2026. Greenhill & Co., LLC act as financial advisor,Simpson Thacher & Bartlett LLP and Nishimura & Asahi act as legal advisor for Onto Innovation Inc. Morgan Stanley act as financial advisor,Nagashima Ohno & Tsunematsu and Latham & Watkins LLP act as legal advisor for Atom Investment, L.P, Mori Hamada & Matsumoto LPC act as legal advisor for Rigaku Holdings Corporation.
お知らせ • Apr 17+ 1 more updateOnto Innovation Inc. Updates Earnings Guidance for the First Quarter and Second Quarter of 2026Onto Innovation Inc. updated earnings guidance for the first quarter and second quarter of 2026. For the quarter, the Company expects revenue of $292 million, above the previously communicated outlook of $275 to $285 million. For the second quarter, the Company is establishing guidance of $320 to $330 million, representing an 8% increase over previously shared outlook.
お知らせ • Apr 16Onto Innovation Inc. to Report Q1, 2026 Results on May 05, 2026Onto Innovation Inc. announced that they will report Q1, 2026 results After-Market on May 05, 2026
お知らせ • Apr 07Onto Innovation Inc., Annual General Meeting, May 20, 2026Onto Innovation Inc., Annual General Meeting, May 20, 2026. Location: 16 jonspin road, wilmington, ma 01887, United States
お知らせ • Mar 17Onto Innovation Inc Announces Dragonfly G5 Inspection System LaunchOnto Innovation Inc. announced the launch of the Dragonfly G5 system, a fundamentally new inspection and metrology platform delivering best-in-class throughput and enhanced sensitivity required to detect defects as small as 150nm and designed to be extensible for the next several generations of process technology inflections across front-end and advanced packaging applications. A manufacturer of high bandwidth memory (HBM) completed evaluation and selected Dragonfly G5 for 2D inspection for HBM4 ramp. Commitments for double-digit orders of both Dragonfly G5 and 3Di technology received, with shipments starting in the second quarter of 2026. Dragonfly G5 and 3Di technology strengthen Onto’s position in advanced packaging which is expected to demonstrate greater than 30% growth in 2026. The Dragonfly G5 system delivered significant advantages in both resolution and throughput across several applications critical to HBM4 yield. The successful evaluations resulted in order commitments for double-digit numbers of Dragonfly G5 systems to support the majority of their 2D inspection needs and a similar number of orders for 3Di technology, displacing the previously established tool of record. Shipments of both the Dragonfly G5 systems and 3Di technology are expected to commence in the second quarter. New features of the Dragonfly G5 system include: A new optical system supporting multiple techniques such as brightfield and darkfield, delivering defect sensitivity down to 150nm at throughputs up to five times faster than the previous generation Dragonfly technology. A new and proprietary higher power multi-mode illumination technology offered specifically for applications where current technologies struggle to separate sub-micron critical defects from surface variation in applications such as CMP and hybrid bonding. A portfolio of powerful new machine learning algorithms including flexible die-to-die detection which delivers enhanced detection sensitivity while significantly reducing recipe setup time which is a key advantage for customers with a large number of inspection steps. The new platform will continue to support all additional proprietary sensors such as Clearfind technology, sub-surface defect inspection, and 3D metrology, providing customers the most flexible and powerful solution for a wide range of current and future process control needs.
お知らせ • Feb 20Onto Innovation Inc. Provides Earnings Guidance for the First Fiscal Quarter Ending March 31, 2026Onto Innovation Inc. provided earnings guidance for the first fiscal quarter ending March 31, 2026. For the first fiscal quarter ending March 31, 2026, the Company expects revenue of $275 million to $285 million, GAAP operating margin of 14.2% to 15.6% and GAAP diluted earnings per share of $0.74 to $0.84.
お知らせ • Jan 29Onto Innovation Inc. to Report Q4, 2025 Results on Feb 19, 2026Onto Innovation Inc. announced that they will report Q4, 2025 results After-Market on Feb 19, 2026
お知らせ • Nov 18+ 1 more updateOnto Innovation Inc. Updates Revenue Guidance for the Fourth Quarter Ending January 3, 2026Onto Innovation Inc. updated revenue guidance for the fourth quarter ending January 3, 2026. For the quarter, the company expects updating its revenue guidance range to $258 million to $275 million as the acquisition of key product lines from the materials analysis business of Semilab International is expected to contribute approximately $8 million to $10 million of revenue from November 17, 2025 through January 3, 2026.
お知らせ • Nov 07Onto Innovation Inc. Provides Earnings Guidance for the Fourth Fiscal Quarter Ending January 3, 2026Onto Innovation Inc. provided earnings guidance for the fourth fiscal quarter ending January 3, 2026. For the quarter, the company expects revenue of $250 million to $265 million and GAAP diluted earnings per share of $0.85 to $1.00. U.S. GAAP Operating income of $39.8 million - $48.3 million.
お知らせ • Oct 22Onto Innovation Inc. to Report Q3, 2025 Results on Nov 06, 2025Onto Innovation Inc. announced that they will report Q3, 2025 results After-Market on Nov 06, 2025
お知らせ • Sep 19Onto Innovation Inc. to Showcase Next-Generation Metrology and Inspection TechnologiesOnto Innovation Inc. announced it will be exhibiting at SEMICON West on October 7-9, 2025. Onto Innovation invites customers to booth 1229 in Hall 5, North Building, lower level, to learn about the Company's latest portfolio of integrated process and process control solutions supporting the rapid evolution of AI device manufacturing and other markets. Onto will feature next-generation metrology and inspection technologies, including optical metrology for critical films and unique 3D metrology and inspection capabilities designed to meet the demands of next generation bump technologies for advanced packaging. Onto will showcase metrology solutions for advanced node logic (CPU/GPU) and high-performance memory (HBM, DRAM and NAND) applications, along with technologies enabling specialty device production for GaN and SiC, which are powering innovations in the automotive market and electric vehicles. Onto's product experts will be at the booth to answer specific applications questions.
お知らせ • Sep 11Onto Innovation Launches Next Generation Ocd Metrology Platform to Enable Process Control for Advanced Ai DevicesOnto Innovation Inc. introduced the Atlas®? G6 optical critical dimension (OCD) metrology system, designed to address the growing complexity of process control in advanced semiconductor nodes. As the industry transitions to second generation gate-all-around (GAA) logic and future vertical gate DRAM architectures to support AI applications, manufacturers face tighter structural dimensions, shrinking by up to 30% per generation. These smaller geometries demand greater precision in controlling individual nanowire measurements in GAA and smaller DRAM cell block sizes for high bandwidth memory (HBM). The Atlas G6 system introduces advanced optical technologies that deliver measurement accuracy and the small spot size needed to support these evolving requirements, enabling robust process control for next generation devices. The Atlas G6 system has already secured multiple production orders from leading logic and memory manufacturers. The Atlas G6 system delivers enhanced signal sensitivity, smaller spot size, and advanced precision for process control in next generation gate-all- around (GAA) logic and high bandwidth memory (HBM) device production. Designed to meet the stringent requirements of AI-driven semiconductor architectures, the Atlas G6 system enables accurate nanowire and DRAM cell block measurements, helping to improve yield, reliability, and performance. The Atlas G6 system deliver enhanced signal to noise performance even with significantly smaller spot sizes, enabling new and critical metrology capabilities for GAA and HBM technologies. For GAA devices, precise control of each individual nanowire is critical to ensure electrical performance required to meet higher transistor speeds and lower power consumption targets of next generation devices. The AtlasG6 system addresses this challenge with enhanced real-time stabilization technologies that improve measurement precision and accuracy. For HBM, smaller DRAM cell block sizes boost bandwidth efficiency, reduce power consumption, and improve latency. The Atlas G6 system's smaller spot size allows for direct on-device measurements in DRAM cell blocks, enabling tighter process windows and ultimately helping to improve yield and long-term reliability. Also, the system introduces an additional data channel, which when combined with Onto's proprietary Ai Diffract™? OCD analysis software and model-guided machine learning algorithms, strengthens recipe robustness and shortens time to solution.
お知らせ • Aug 08Onto Innovation Inc. Announces Earnings Outlook for the Third Fiscal Quarter Ending September 27, 2025Onto Innovation Inc. announced earnings outlook for the third fiscal quarter ending September 27, 2025. For the period, the Company expects Revenue of $210 million to $225 million. GAAP diluted earnings per share of $0.52 to $0.72.
お知らせ • Jul 21Onto Innovation Inc. to Report Q2, 2025 Results on Aug 07, 2025Onto Innovation Inc. announced that they will report Q2, 2025 results After-Market on Aug 07, 2025
お知らせ • Jul 13Onto Innovation Inc. Announces Separation of Mark Slicer as Principal Accounting Officer, Effective July 16, 2025Onto Innovation Inc. and Mr. Mark Slicer, the Company's Chief Financial Officer, agreed to mutually terminate Mr. Slicer's employment with the Company, effective immediately on June 12, 2025. Mr. Slicer served as the principal financial officer and principal accounting officer of the Company. The separation was not the result of any disagreement with the Company on any matter relating to its operations, policies, or practices. On July 9, 2025, the Company and Mr. Slicer entered into a separation agreement, effective as of July 16, 2025, in connection with Mr. Slicer's separation from service with the Company.
お知らせ • Jul 01Onto Innovation Inc. (NYSE:ONTO) entered into an equity purchase agreement to acquire Semilab USA LLC from SEMILAB International Zrt. for approximately $540 million.Onto Innovation Inc. (NYSE:ONTO) entered into an equity purchase agreement to acquire Semilab USA LLC from SEMILAB International Zrt. for approximately $540 million on June 27, 2025. A cash consideration of $475 million and a stock consideration of 706,215 shares of Onto Innovation common stock will be paid by Onto Innovation Inc. As part of consideration, $544.8 million is paid towards common equity of Semilab USA LLC. The purchase price is subject to certain customary purchase price adjustments. The transaction is subject to U.S. and Hungarian regulatory approvals, completion of Pre-Closing Reorganization of seller parties, the shares of Buyer Common Stock constituting the Stock Consideration shall have been approved for listing on the New York Stock Exchange and subject to antitrust regulations. The expected completion of the transaction is in the second half of 2025. The transaction is expected to be immediately accretive to both gross and operating margins and to increase non-GAAP earnings per share by more than 10% in the first year following closing. Joseph Conahan, Andrew Alin, Ron Ben-Yehuda, Sophie Staples, Larry Moss, Ashlie Lawton, Sara Razi, Jon Ozner, Krista McManus, Carleigh Rodriguez and Deepa Sarkar of Simpson Thacher & Bartlett LLP acted as legal advisor for Onto Innovation Inc. Reid Haney and Eric Hall of Hill Ward & Henderson acted as legal advisor for SEMILAB International Zrt and Semilab USA. Barclays Capital Inc. acted as financial advisor for Onto Innovation Inc. Rule Garza Howley LLP, Arnell Golden Gregory LLP, and Fish & Richardson P.C. also acted as legal advisor to Semilab USA. Needham & Company, LLC acted as financial advisor for Semilab USA LLC and SEMILAB International Zrt.
お知らせ • Jun 13+ 1 more updateOnto Innovation Inc. Announces CFO ChangesOnto Innovation Inc. announced the appointment of Brian Roberts as chief financial officer, strengthening its leadership team as the Company continues to advance its strategic objectives. Appointment is effective as of June 16, 2025. Brian will report to Mike Plisinski. Brian will be based in Wilmington, Massachusetts. Brian Roberts – Chief Financial Officer: Seasoned financial executive to drive operational excellence: Brian brings to Onto Innovation broad financial, operational and leadership experience gained over his 30 year career with a track record of scaling organizations, improving margin performance and maximizing capital allocation. With 20 years of experience as a CFO, 11 years for public companies in industries such as biotech, software and semiconductors, Brian has demonstrated the ability to rapidly scale high growth organizations while delivering on or exceeding company financial goals. He was most recently the CFO of Sensata Technologies, a publicly traded global semiconductor technology company with approximately $4 billion in revenue in 2024 and over 20 factories around the globe. Mark Slicer will be transitioning out of Onto Innovation and pursuing other opportunities. Mark will be available to support a smooth transition.
お知らせ • May 09Onto Innovation Inc. Provides Earnings Guidance for Second Quarter of Fiscal Year 2025Onto Innovation Inc. provided earnings guidance for second quarter of fiscal year 2025. For the second fiscal quarter ending June 28, 2025, the Company provided the following guidance: Revenue is expected to be in the range of $240 million to $260 million. GAAP diluted earnings per share is expected to be in the range of $0.99 to $1.13.
お知らせ • Apr 11+ 1 more updateOnto Innovation Inc. to Report Q1, 2025 Results on May 08, 2025Onto Innovation Inc. announced that they will report Q1, 2025 results After-Market on May 08, 2025
お知らせ • Feb 07Onto Innovation Inc. Provides Earnings Guidance for First Fiscal Quarter Ending March 29, 2025Onto Innovation Inc. provided earnings guidance for first fiscal quarter ending March 29, 2025. For the quarter, Revenue is expected to be in the range of $260 million to $274 million. GAAP diluted earnings per share is expected to be in the range of $1.14 to $1.28.
お知らせ • Jan 17Onto Innovation Inc. to Report Q4, 2024 Results on Feb 06, 2025Onto Innovation Inc. announced that they will report Q4, 2024 results After-Market on Feb 06, 2025
お知らせ • Jan 15Onto Innovation Inc. Advances Process Control Suite for 3D Interconnect YieldsOnto Innovation Inc. announced advances in its product suite for 3D interconnect process control, featuring the new 3Di technology on the Dragonfly G3 system for bump process control in high bandwidth memory (HBM) and advanced logic applications. Additionally, the EchoScan system is introduced for detecting voids as small as 1um in wafer bonding applications, such as advanced hybrid bonding for Cu-Cu interconnects. Initial orders for the 3Di technology include a top HBM manufacturer, a tier one OSAT and a leading manufacturer of bump process equipment. The first EchoScan system will ship in the first quarter, with additional tools planned to ship to customers throughout 2025. Advanced packages with 2.5D and 3D integration schemes are projected to grow at a rate of 19% from 2024 through28, according to TechInsights. Interconnect bump heights in high volume manufacturing (HVM) are decreasing from 12um to 8um, and potentially to 4um. As bump sizes decrease, metrology and inspection become increasingly critical to ensuring high yields. Interconnect density intensifies with the adoption of hybrid bonding for bond pad interconnects, with planar bump heights and the challenge of inline micro void detection at the Cu-Cu bond pad interface. Undetected voids can lead to wafer cracking and open electrical connections, resulting in yield loss. Current technologies are limited to 10um void size sensitivity and require water immersion, which adds the risk of bonded wafer contamination, delamination and lack of void traceability for inline process control.
Buy Or Sell Opportunity • Nov 15Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 22% to €150. The fair value is estimated to be €188, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.9% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 31% per annum over the same time period.
Valuation Update With 7 Day Price Move • Nov 07Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €162, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 13x in the Semiconductor industry in Germany. Total returns to shareholders of 109% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €183 per share.
お知らせ • Nov 02Onto Innovation Inc. Provides Earnings Guidance for the Fourth Fiscal Quarter Ending December 28, 2024Onto Innovation Inc. provided earnings guidance for the fourth fiscal quarter ending December 28, 2024. For the quarter, Revenue is expected to be in the range of $253 million to $267 million. GAAP diluted earnings per share is expected to be in the range of $1.04 to $1.19.
Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: US$1.07 (vs US$0.73 in 3Q 2023)Third quarter 2024 results: EPS: US$1.07 (up from US$0.73 in 3Q 2023). Revenue: US$252.2m (up 22% from 3Q 2023). Net income: US$53.1m (up 48% from 3Q 2023). Profit margin: 21% (up from 17% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 01Onto Innovation Inc. (NYSE:ONTO) acquired Lumina Instruments, Inc.Onto Innovation Inc. (NYSE:ONTO) acquired Lumina Instruments, Inc. on October 31, 2024. In a related transaction, Onto Innovation acquired the lithography business from Kulicke and Soffa Industries, Inc. Combined, the acquisitions are expected to generate up to $100 million in annual revenue in the next three years and be accretive to earnings within 12 months. Onto Innovation Inc. (NYSE:ONTO) completed the acquisition of Lumina Instruments, Inc. on October 31, 2024.
お知らせ • Oct 15Onto Innovation Inc. to Report Q3, 2024 Results on Oct 31, 2024Onto Innovation Inc. announced that they will report Q3, 2024 results After-Market on Oct 31, 2024
Valuation Update With 7 Day Price Move • Sep 09Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €160, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 12x in the Semiconductor industry in Germany. Total returns to shareholders of 146% over the past three years.
Reported Earnings • Aug 09Second quarter 2024 earnings released: EPS: US$1.07 (vs US$0.53 in 2Q 2023)Second quarter 2024 results: EPS: US$1.07 (up from US$0.53 in 2Q 2023). Revenue: US$242.3m (up 27% from 2Q 2023). Net income: US$52.9m (up 105% from 2Q 2023). Profit margin: 22% (up from 14% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €143, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 14x in the Semiconductor industry in Germany. Total returns to shareholders of 118% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €249 per share.
Buy Or Sell Opportunity • Jul 18Now 20% undervaluedOver the last 90 days, the stock has risen 17% to €198. The fair value is estimated to be €248, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 32% per annum over the same time period.
お知らせ • Jul 17Onto Innovation Inc. Appoints Stephen Schwartz to Its Board of DirectorsOnto Innovation Inc. announced Dr. Stephen Schwartz has joined its board of directors. With over 25 years of leadership experience in high technology companies, Dr. Stephen Schwartz brings a strong background in technical leadership to Onto Innovation’s board of directors. He currently serves as president and chief executive officer of Azenta Inc., formerly Brooks Automation Inc., since October 2010. Brooks Automation was a leading provider of manufacturing automation solutions for the semiconductor industry and life sciences. In February 2022, under Dr. Schwartz’s leadership, Brooks Automation separated its business into two different companies, Azenta, which operates in the life sciences market, and Brooks Automation, which operates in the semiconductor industry. In May 2024, he announced his plans to retire from Azenta upon the appointment of his successor. Prior to Brooks Automation, Dr. Schwartz joined Asyst Technologies Inc., in 2001 and served as the president, chief executive officer and chairman from 2002 until 2009. Prior to joining Asyst, Dr. Schwartz served as the president of Consilium Inc., an Applied Materials Inc. company from 1999 to 2001. Dr. Schwartz began his career at Applied Materials. Dr. Schwartz received his B.S., M.S. and Ph.D. in Electrical Engineering from Purdue University and M.B.A. from the University of Chicago.
お知らせ • Jul 13Onto Innovation Inc. to Report Q2, 2024 Results on Aug 08, 2024Onto Innovation Inc. announced that they will report Q2, 2024 results After-Market on Aug 08, 2024
お知らせ • Jul 09Onto Innovation Further Strengthens Company’s Panel Portfolio with New Glass SuiteOnto Innovation Inc. announced Onto Innovation’s glass substrate suite featuring the JetStep® X500 panel-level packaging lithography system with hybrid substrate handling capabilities and the Firefly® G3 sub-micron automatic metrology and inspection system for panel-level packaging and advanced IC substrates (AICS). The JetStep X500 and Firefly G3 systems offer customers a complete panel-level packaging solution supporting heterogeneous integration (HI) chiplet packages for AI, high performance compute and cloud computing. The AICS market is expected to increase at a compound annual growth rate of 10% from 2023 to 2028, according to Prismark. The AICS HI roadmap is rapidly approaching several new demarcation points, including the challenges for organic substrate redistribution layers (RDLs) using copper clad laminate (CCL) below 3µm. These challenges are prompting manufacturers to adopt more stable substrates such as glass. The necessity for manufacturers to handle both large glass core panels as well as the existing mature CCL based organic substrates opens new market opportunities for lithography tools capable of handling both substrate types. In addition to evolving lithographic requirements, the production of glass substrates generates several significant process control challenges attributed to cracks and chips and as a result of handling, through glass via (TGV) formation and the Cu plating process. Customers require 3D metrology solutions focused on TGVs, such as the need to measure via-to-via distance and via diameter for top, waist and bottom. Using a combination of different illumination techniques, including Onto’s patented Clearfield® technology, the Firefly G3 system has emerged as a successful inspection tool for organic panels. By applying these same techniques to glass panels, Onto expands upon the Firefly G3 system’s previous success by delivering a uniquely designed inspection solution for bare and patterned glass substrates. Capable of identifying cracks and chips, the Firefly G3 system also can perform TGV metrology for vias, including finding the X and Y displacements of TGVs from their nominal positions in a matter of minutes. The system also can inspect for defects like dimples, which are formed during etching. Using the Firefly G3 system and its unique 3D metrology sensors for dielectric thickness measurements, customers are enabled to achieve proper copper plating height uniformity for RDLs.
お知らせ • May 11Onto Innovation Inc. Provides Earnings Guidance for the Second Quarter Ending June 29, 2024Onto Innovation Inc. provided earnings guidance for the second quarter ending June 29, 2024, the Company is providing the following guidance: Revenue is expected to be in the range of $230 to $240 million. GAAP diluted earnings per share is expected to be in the range of $0.88 to $1.00.
Reported Earnings • May 10First quarter 2024 earnings released: EPS: US$0.95 (vs US$0.60 in 1Q 2023)First quarter 2024 results: EPS: US$0.95 (up from US$0.60 in 1Q 2023). Revenue: US$228.8m (up 15% from 1Q 2023). Net income: US$46.9m (up 61% from 1Q 2023). Profit margin: 21% (up from 15% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 8.3% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 60% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 23Onto Innovation Inc. Debuts Sub-Surface Defect Inspection for Advanced PackagingOnto Innovation Inc. announced the release of a new sub-surface inspection capability for the Dragonfly G3 sub-micron 2D/3D inspection and metrology platform. The new capability enables whole wafer inspection for critical yield impacting defects that can lead to lost die as well as entire wafers breaking in subsequent process steps. Such defects were previously impossible to find in a production environment. In today’s world of wafer thinning and multi-layer wafer or die bonding, sub-surface defects are far more dangerous than ever before as bonded layers are now a tenth of their former thickness and far more brittle and therefore more susceptible to damage pre- or post-bonding. Sub-surface defects that occur during the bonding or thinning process such as micro-cracks can cause not only die yield issues, but wafers can be shattered resulting in the loss of hundreds of die in an instant. Now, Onto Innovation is offering the capability to detect these yield killing defects on the well-established Dragonfly platform at production speeds. By using novel infra-red (IR) technology and specially designed algorithms, the Dragonfly platform provides customers a choice to scan the entire wafer for hidden defects rather than be limited to sampling only selected areas of the wafer. This greatly impacts final yield and cost savings through reduced scrapped wafer/die stacks.
New Risk • Apr 21New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €445k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Profit margins are more than 30% lower than last year (15% net profit margin). Significant insider selling over the past 3 months (€445k sold).
お知らせ • Apr 10Onto Innovation Inc. to Report Q1, 2024 Results on May 09, 2024Onto Innovation Inc. announced that they will report Q1, 2024 results After-Market on May 09, 2024
お知らせ • Apr 06Onto Innovation Inc., Annual General Meeting, May 22, 2024Onto Innovation Inc., Annual General Meeting, May 22, 2024, at 08:00 Pacific Standard Time. Location: 1550 Buckeye Drive, Milpitas california United States Agenda: To elect the Board's eight nominees for director to serve until the next Annual Meeting and until their successors are duly elected and qualified; to approve, on an advisory (non-binding) basis, the compensation of our named executive officers as disclosed in this proxy statement; to ratify the appointment of Ernst & Young LLP as independent registered public accounting firm for the fiscal year ending December 28, 2024; and to transact such other business as may properly come before the meeting and any adjournment or postponement thereof.
お知らせ • Mar 19Onto Innovation Inc. Appoints Susan Lynch to its Board of DirectorsOnto Innovation Inc. announced Susan Lynch has joined its board of directors. With over 30 years of leadership experience in high technology companies, Susan Lynch brings a strong background in financial leadership to Onto Innovation’s board of directors. She recently served as senior vice president and chief financial officer of V2X (formerly Vectrus Inc.). Prior to V2X, Susan was executive vice president and chief financial officer of Sungard Availability Services, executive vice president and chief financial officer of Hitachi Vantara (formerly Hitachi Data Systems), vice president and chief financial officer of Raytheon Technical Services and assistant corporate controller of Honeywell International. Ms. Lynch has also served on the board of directors of Allegro MicroSystems since 2021.
Reported Earnings • Feb 28Full year 2023 earnings released: EPS: US$2.47 (vs US$4.52 in FY 2022)Full year 2023 results: EPS: US$2.47 (down from US$4.52 in FY 2022). Revenue: US$815.9m (down 19% from FY 2022). Net income: US$121.2m (down 46% from FY 2022). Profit margin: 15% (down from 22% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 8.2% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Feb 11Full year 2023 earnings released: EPS: US$2.47 (vs US$4.52 in FY 2022)Full year 2023 results: EPS: US$2.47 (down from US$4.52 in FY 2022). Revenue: US$815.9m (down 19% from FY 2022). Net income: US$121.2m (down 46% from FY 2022). Profit margin: 15% (down from 22% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 8.2% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 09Onto Innovation Inc. Provides Earnings Guidance for the First Quarter Ending March 30, 2024Onto Innovation Inc. provided earnings guidance for the first quarter ending March 30, 2024. For the quarter, the company expects revenue to be in the range of $215 million to $230 million and GAAP diluted earnings per share is expected to be in the range of $0.74 to $0.94.
Valuation Update With 7 Day Price Move • Jan 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €157, the stock trades at a forward P/E ratio of 50x. Average forward P/E is 16x in the Semiconductor industry in Germany. Total returns to shareholders of 240% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €172 per share.
お知らせ • Jan 16Onto Innovation Inc. Announces Launch of the New Firefly G3 Inspection and Metrology System for Automated Process Control During High Volume Production of Panel-Level SubsidatesOnto Innovation Inc. announced the launch of the new Firefly G3 inspection and metrology system for automated process control during high volume production of panel-level substrates. The Firefly G3 system was shipped to a tier one customer supporting a variety of AI chiplet based panel-level packages with several additional customers expected to take delivery in the first half of 2024. The Firefly G3 system's inspection and metrology capabilities uniquely complement Onto's JetStep family of panel-level lithography systems, using proprietary feed-forward and feedback software, providing high-resolution data to optimize layer-over-layer overlay accuracy throughout all layers on each side of the panel being processed, a unique capability in improving current panel performance and yield. This next-generation Firefly system goes beyond 2D inspection and metrology by supporting additional process control steps through the introduction of 3D metrology sensors. With the new-generation 3D sensors, the system can measure film thicknesses and the height of metal RDL lines. The addition of these sensors allows customers to collect critical data required to mature their process in a shorter amount of time.
お知らせ • Jan 13+ 1 more updateOnto Innovation Inc. to Report Q4, 2023 Results on Feb 08, 2024Onto Innovation Inc. announced that they will report Q4, 2023 results After-Market on Feb 08, 2024
お知らせ • Nov 12Onto Innovation Inc. Provides Earnings Guidance for the Fourth Quarter Ending December 30, 2023Onto Innovation Inc. provided earnings guidance For the fourth quarter ending December 30, 2023. The company expects Revenue to be in the range of $200 million to $216 million. GAAP diluted earnings per share is expected to be in the range of $0.58 to $0.78.
Reported Earnings • Nov 10Third quarter 2023 earnings released: EPS: US$0.73 (vs US$1.05 in 3Q 2022)Third quarter 2023 results: EPS: US$0.73 (down from US$1.05 in 3Q 2022). Revenue: US$207.2m (down 19% from 3Q 2022). Net income: US$35.9m (down 31% from 3Q 2022). Profit margin: 17% (down from 21% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 47% per year whereas the company’s share price has increased by 51% per year.
Valuation Update With 7 Day Price Move • Oct 20Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €114, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 14x in the Semiconductor industry in Germany. Total returns to shareholders of 293% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €51.85 per share.
お知らせ • Oct 18+ 1 more updateOnto Innovation Inc.(NYSE:ONTO) dropped from S&P 600 Information Technology (Sector)Onto Innovation Inc.(NYSE:ONTO) dropped from S&P 600 Information Technology (Sector)
お知らせ • Oct 11Onto Innovation Inc. to Report Q3, 2023 Results on Nov 09, 2023Onto Innovation Inc. announced that they will report Q3, 2023 results After-Market on Nov 09, 2023
お知らせ • Aug 11Onto Innovation Inc. Provides Earnings Guidance for the Third Fiscal Quarter Ending September 30, 2023Onto Innovation Inc. provided earnings guidance For the third fiscal quarter ending September 30, 2023. For the quarter, the Company is providing the following guidance: Revenue is expected to be $205 million to $225 million and GAAP diluted earnings per share is expected to be in the range of $0.59 to $0.79.
Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: US$0.53 (vs US$1.04 in 2Q 2022)Second quarter 2023 results: EPS: US$0.53 (down from US$1.04 in 2Q 2022). Revenue: US$190.7m (down 26% from 2Q 2022). Net income: US$25.9m (down 50% from 2Q 2022). Profit margin: 14% (down from 20% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 54% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 07Onto Innovation Inc. to Report Q2, 2023 Results on Aug 10, 2023Onto Innovation Inc. announced that they will report Q2, 2023 results at 4:00 PM, US Eastern Standard Time on Aug 10, 2023
Valuation Update With 7 Day Price Move • May 31Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €102, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 16x in the Semiconductor industry in Germany. Total returns to shareholders of 252% over the past three years.
Recent Insider Transactions • May 28Insider recently sold €463k worth of stockOn the 23rd of May, David Miller sold around 5k shares on-market at roughly €92.53 per share. This transaction amounted to 34% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €603k more than they bought in the last 12 months.
Recent Insider Transactions • May 19Insider recently sold €140k worth of stockOn the 16th of May, Ju Jin sold around 2k shares on-market at roughly €87.47 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Valuation Update With 7 Day Price Move • May 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €90.00, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 15x in the Semiconductor industry in Germany. Total returns to shareholders of 202% over the past three years.
Reported Earnings • May 06First quarter 2023 earnings released: EPS: US$0.60 (vs US$1.08 in 1Q 2022)First quarter 2023 results: EPS: US$0.60 (down from US$1.08 in 1Q 2022). Revenue: US$199.2m (down 18% from 1Q 2022). Net income: US$29.1m (down 46% from 1Q 2022). Profit margin: 15% (down from 22% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 2 years, compared to a 9.0% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.
お知らせ • May 06Onto Innovation Inc. Provides Revenue Guidance for Second Quarter Ending July 1, 2023Onto Innovation Inc. provided revenue guidance for second quarter ending July 1, 2023. For the quarter, Revenue is expected to be $203 million plus or minus 4%.
Reported Earnings • Feb 12Full year 2022 earnings released: EPS: US$4.52 (vs US$2.89 in FY 2021)Full year 2022 results: EPS: US$4.52 (up from US$2.89 in FY 2021). Revenue: US$1.01b (up 27% from FY 2021). Net income: US$223.3m (up 57% from FY 2021). Profit margin: 22% (up from 18% in FY 2021). The increase in margin was driven by higher revenue. Revenue is expected to decline by 4.7% p.a. on average during the next 2 years, while revenues in the Semiconductor industry in Germany are expected to grow by 8.7%. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 10Onto Innovation Inc. Provides Earnings Guidance for the First Quarter Ending April 1, 2023Onto Innovation Inc. provided earnings guidance for the first quarter ending April 1, 2023. For the quarter, the company's revenue is expected to be $200 million plus or minus 3%. GAAP diluted earnings per share is expected to be in the range of $0.54 to $0.69.
お知らせ • Jan 25Onto Innovation Inc. Appoints Stephen D. Kelley to its Board of DirectorsOnto Innovation Inc. announced Stephen D. Kelley has joined its board of directors. With over 30 years of leadership experience within the semiconductor industry, Steve Kelley brings to Onto Innovation’s board of directors a strong background in executive management and first-hand knowledge of Onto’s customer base across the entire value chain. He currently serves as president and chief executive officer of Advanced Energy Industries Inc., which designs and manufactures highly engineered power delivery systems for semiconductor wafer fab equipment and other mission-critical applications. Prior to that, he was president and chief executive officer of Amkor Technology, a leading outsourced semiconductor assembly and test (OSAT) company from 2013 to 2020, which gives him significant knowledge of advanced packaging processes. He has also held executive leadership roles at leading semiconductor manufacturers: Texas Instruments; Philips Semiconductors; and Cree.
お知らせ • Jan 13Onto Innovation Inc. to Report Q4, 2022 Results on Feb 09, 2023Onto Innovation Inc. announced that they will report Q4, 2022 results After-Market on Feb 09, 2023
Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: US$1.05 (vs US$0.74 in 3Q 2021)Third quarter 2022 results: EPS: US$1.05 (up from US$0.74 in 3Q 2021). Revenue: US$254.3m (up 27% from 3Q 2021). Net income: US$52.2m (up 43% from 3Q 2021). Profit margin: 21% (up from 18% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is expected to decline by 12% p.a. on average during the next 2 years, while revenues in the Semiconductor industry in Germany are expected to grow by 8.5%. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: US$1.05 (vs US$0.74 in 3Q 2021)Third quarter 2022 results: EPS: US$1.05 (up from US$0.74 in 3Q 2021). Revenue: US$254.3m (up 27% from 3Q 2021). Net income: US$52.2m (up 43% from 3Q 2021). Profit margin: 21% (up from 18% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is expected to decline by 1.6% p.a. on average during the next 2 years, while revenues in the Semiconductor industry in Germany are expected to grow by 8.6%.
お知らせ • Oct 28Onto Innovation Inc. Provides Earnings Guidance for the Fourth Quarter Ending December 31, 2022; Provides Revenue Guidance for the Year 2023Onto Innovation Inc. provided earnings guidance for the fourth quarter ending December 31, 2022. For the fourth quarter, the company’s revenue is expected to be in the range of $244 million to $256 million and GAAP diluted earnings per share is expected to be in the range of $0.97 to $1.12.For the year 2023, the company expects revenue in 2023 to decline 10% to 15%, including the negative impact of about $80 million from new restrictions on equipment sales to China.
Valuation Update With 7 Day Price Move • Oct 14Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €60.50, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Semiconductor industry in Germany. Total loss to shareholders of 4.0% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €60.97 per share.
お知らせ • Oct 04Onto Innovation Inc. to Report Q3, 2022 Results on Oct 27, 2022Onto Innovation Inc. announced that they will report Q3, 2022 results at 4:00 PM, US Eastern Standard Time on Oct 27, 2022
Valuation Update With 7 Day Price Move • Sep 02Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €67.00, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the Semiconductor industry in Germany. Total returns to shareholders of 4.7% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €68.36 per share.
Reported Earnings • Aug 11Second quarter 2022 earnings released: EPS: US$1.04 (vs US$0.71 in 2Q 2021)Second quarter 2022 results: EPS: US$1.04 (up from US$0.71 in 2Q 2021). Revenue: US$256.3m (up 33% from 2Q 2021). Net income: US$51.6m (up 47% from 2Q 2021). Profit margin: 20% (up from 18% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 12%, compared to a 12% growth forecast for the industry in Germany.
お知らせ • Aug 10Onto Innovation Inc. Provides Earnings Guidance for the Third Quarter Ending October 1, 2022Onto Innovation Inc. provided earnings guidance for the third quarter ending October 1, 2022. For the third quarter ending October 1, 2022, Revenue is expected to be in the range of $242 million to $258 million and GAAP diluted earnings per share is expected to be in the range of $0.95 to $1.16.
Valuation Update With 7 Day Price Move • Jul 22Investor sentiment improved over the past weekAfter last week's 16% share price gain to €78.50, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 16x in the Semiconductor industry in Germany. Total returns to shareholders of 40% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €78.55 per share.
お知らせ • Jul 12Onto Innovation Announces New Echo™ SystemOnto Innovation Inc. announced the next evolutionary step of innovative acoustic metrology products. The new Echo™ system further expands the addressable market for in-line characterization of opaque films, which isestimated to be approximately $110 million, by leveraging the principle of picosecond ultrasonics to deliver critical thickness metrology and material characterization for key technology transitions in the leading-edge DRAM and high-stack NAND memory markets. For these advanced architectures, the Echo system provides critical metal film metrology enabling higher memory bandwidth and bit density. In specialty segments, the Echo system provides metal thickness and characterization for a variety of devices, including RF filters for 5G communications, and power devices for the rapidly growing electric vehicle (EV) and high-speed portable charger markets. Onto Innovation’s Echo opaque film acoustic metrology product. Capable of single or multilayer film measurements from 50Å to 35µm, handling 100-300mm wafer sizes. Operating at three times the signal-to-noise ratio (SNR) of existing products, the Echo system supports a wide range of film thicknesses, from very thin 50Å films up to 35µm opaque films and metal layers. Furthermore, the Echo system has materials characterization capabilities that include in-line time domain thermo-reflectance for implant monitoring and thermal conductivity characterization.
お知らせ • Jul 09Onto Innovation Inc. to Report Q2, 2022 Results on Aug 09, 2022Onto Innovation Inc. announced that they will report Q2, 2022 results After-Market on Aug 09, 2022
Buying Opportunity • Jul 08Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be €75.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 42% over the last 3 years. Earnings per share has grown by 54%. Revenue is forecast to grow by 17% in a year. Earnings is forecast to grow by 33% in the next year.
Valuation Update With 7 Day Price Move • Jul 05Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €59.00, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the Semiconductor industry in Germany. Negligible returns to shareholders over past year. Simply Wall St's valuation model estimates the intrinsic value at €80.08 per share.
Buying Opportunity • Jun 18Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be €80.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 42% over the last 3 years. Earnings per share has grown by 54%. Revenue is forecast to grow by 17% in a year. Earnings is forecast to grow by 33% in the next year.
お知らせ • Jun 10Onto Innovation Inc. Announces Its First Shipment of Dragonfly® G3 System with the New Eb40™ ModuleOnto Innovation Inc. announced its first shipment of the Company’s Dragonfly® G3 system with the new EB40™ module to a top three semiconductor manufacturer. Together, the system and module offer all-surface wafer inspection to address the yield loss caused by defects on the wafer edge and backside across front-end and back-end processes. All-surface inspection is becoming critical for quality assurance at foundries and IDMs producing advanced packages. The prevalence of edge-handling equipment needed to accommodate thinner wafers can produce chips and cracks that potentially propagate into the die near the wafer’s edge, which becomes a costly loss on a finished wafer. That’s where the 30% greater sensitivity and twice the throughput of the integrated Dragonfly G3 system and EB40 module come in. Onto Innovation’s new EB40 solution provides not only the required sensitivity to identify these defects at high speed but also offers the analytics software, such as Onto’s ADC (automatic defect classification), to determine the defect type, impact and, in some cases, origin. Yole Group estimates AI and HPC architectures will grow by greater than 30% over the next three years. Based on these estimates and the strong positive customer reception have seen in the initial release of the Dragonfly G3 system with the EB40 module, expect this new capability to result in a process control SAM expansion for advanced logic and memory. Wafer fab in-line process control requirements and BEOL final outgoing quality inspection are needed for the development of advanced node architectures in logic as well as emerging memory segments. This new market opportunity is in addition to the advanced packaging market where the combination of the Dragonfly G3 system and EB40 module is adding all-surface inspection to the Dragonfly G3 system’s tool-of-record status at the top manufacturers. The integration of the Dragonfly G3 system with the EB40 module not only introduces backside edge bead-removal metrology, but also offers a significant shift in sensitivity enabled by a new algorithm for defect detection, allowing this powerful duo of tools to exceed on-wafer needs and find backside scratches, color variations and large particles that can cause advanced packaging defects. The Dragonfly G3 system with the EB40 module is capable of doubling the number of wafers per hour offered by previous tools, while allowing manufacturers to detect residue and particles on the wafer surface with superior precision. Volume purchase agreements and orders for the Dragonfly G3 system and EB40 module are part of the Company’s previously stated outlook for 2022.
Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improved over the past weekAfter last week's 16% share price gain to €76.50, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 17x in the Semiconductor industry in Germany. Total returns to shareholders of 32% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €79.20 per share.
お知らせ • May 18+ 1 more updateOnto Innovation Inc. Announces Executive ChangesOnto Innovation Inc. announced that Steven R. Roth, Senior Vice President of the company, has retired from his position effective May 17, 2022. Roth will remain with the Company on an advisory basis through the end of the year to support his successor with historical perspective, as needed. The Board of Directors of the Company has appointed Mark Slicer as the Company’s Chief Financial Officer effective on May 17, 2022. Slicer will perform the functions of principal financial officer and principal accounting officer of the Company. Slicer most recently served as Senior Vice President and Global Operations Controller from September 2019 to May 2022.
Reported Earnings • May 05First quarter 2022 earnings released: EPS: US$1.08 (vs US$0.49 in 1Q 2021)First quarter 2022 results: EPS: US$1.08 (up from US$0.49 in 1Q 2021). Revenue: US$241.4m (up 43% from 1Q 2021). Net income: US$53.3m (up 121% from 1Q 2021). Profit margin: 22% (up from 14% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 17%, compared to a 15% growth forecast for the industry in Germany.
お知らせ • May 05Onto Innovation Inc. Provides Earnings Guidance for the Fiscal Second Quarter Ending July 2, 2022Onto Innovation Inc. provided earnings guidance for the fiscal second quarter ending July 2, 2022. Management provided an outlook for the second quarter, the fiscal period ending July 2, 2022, that excludes revenue from the Company’s new lithography systems, awaiting customer acceptance. For the quarter, the company expects revenue from $234 to $248 million and diluted GAAP eps to be $0.90 to $1.09.
お知らせ • Apr 14Onto Innovation Inc. to Report Q1, 2022 Results on May 03, 2022Onto Innovation Inc. announced that they will report Q1, 2022 results After-Market on May 03, 2022
お知らせ • Apr 01Onto Innovation Inc., Annual General Meeting, May 10, 2022Onto Innovation Inc., Annual General Meeting, May 10, 2022, at 10:00 Pacific Standard Time. Location: 1550 Buckeye Drive, Milpitas Milpitas California United States Agenda: To elect the Board’s seven nominees for director to serve until the next Annual Meeting and until their successors are duly elected and qualified; to approve, on an advisory (non-binding) basis, the compensation of our named executive officers as disclosed in this proxy statement; to ratify the appointment of Ernst & Young LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2022; and to transact such other business as may properly come before the meeting and any adjournment or postponement thereof.
Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improved over the past weekAfter last week's 20% share price gain to €81.50, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 19x in the Semiconductor industry in Germany. Total returns to shareholders of 58% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €149 per share.
Recent Insider Transactions • Feb 22Independent Director recently sold €4.8m worth of stockOn the 15th of February, Bruce Rhine sold around 61k shares on-market at roughly €79.01 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €10m more than they bought in the last 12 months.
Reported Earnings • Feb 09Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$2.89 (up from US$0.63 in FY 2020). Revenue: US$788.9m (up 42% from FY 2020). Net income: US$142.3m (up 359% from FY 2020). Profit margin: 18% (up from 5.6% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Over the next year, revenue is forecast to grow 13%, compared to a 16% growth forecast for the industry in Germany.
