Onto Innovation（ONTO）株式概要
米国、台湾、韓国、日本、中国、東南アジア、アジア、ヨーロッパで、マクロ欠陥検査と計測を行うプロセス制御ツールの設計、開発、製造、サポートを行っている。 詳細
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Onto Innovation
26.0% 割安 内在価値ディスカウント
Onto Innovation: The Advanced Packaging Chokepoint 51.3% undervalued intrinsic discount
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Published 15 May
Onto Innovation Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$281.26 |
| 52週高値 | US$386.46 |
| 52週安値 | US$111.37 |
| ベータ | 1.58 |
| 1ヶ月の変化 | -15.21% |
| 3ヶ月変化 | -11.04% |
| 1年変化 | 141.69% |
| 3年間の変化 | 125.04% |
| 5年間の変化 | 279.31% |
| IPOからの変化 | 705.44% |
最新ニュース
ナラティブ更新 • Sep 03
ONTO: AI Inspection Demand And Rigaku X-Ray Alliance Will Drive Upside
Analysts have lifted their fair value estimate for Onto Innovation stock from $436.61 to $450.00, reflecting higher assumptions for revenue growth, profit margins and an updated P/E multiple following a wave of new Buy and Overweight initiations and price target increases tied to AI driven inspection and metrology demand. Analyst Commentary Recent research on Onto Innovation highlights a cluster of bullish calls that focus on AI driven demand for inspection and metrology, record backlog levels and expectations for sustained execution on growth projects.Seeking Alpha • Aug 29
Onto Innovation: AI's Next Bottleneck Is Yield
Summary Onto Innovation is rated Buy, supported by robust process-control demand in advanced semiconductor packaging and expanding product breadth. ONTO's Q2 revenue rose 35% YoY to $343M, with non-GAAP operating margin at 30% and EPS at $1.93; management guides for accelerating growth in H2. Backlog conversion, Dragonfly G5 adoption, and integration of Semilab USA and Rigaku partnerships are key to sustaining above-market earnings growth. At ~$292, ONTO trades at a slight premium to historical multiples, leaving limited margin for execution errors but offering ~20% upside to $350 fair value. Read the full article on Seeking Alpha
ナラティブ更新 • Aug 18
ONTO: AI Packaging Demand And X-Ray Partnership Will Shape Fairly Valued Outlook
Analysts have raised the fair value estimate for Onto Innovation to about $388 per share from roughly $370, citing higher Street price targets around $360 to $450, as well as expectations for AI driven inspection and metrology demand, stronger revenue growth, wider profit margins and a lower assumed future P/E multiple. Analyst Commentary Recent research coverage on Onto Innovation has been active, with a cluster of new initiations and higher price targets that focus on AI driven inspection and metrology demand, advanced packaging exposure and the current valuation setup.Recent updates
ナラティブ更新 • Sep 03
ONTO: AI Inspection Demand And Rigaku X-Ray Alliance Will Drive Upside
Analysts have lifted their fair value estimate for Onto Innovation stock from $436.61 to $450.00, reflecting higher assumptions for revenue growth, profit margins and an updated P/E multiple following a wave of new Buy and Overweight initiations and price target increases tied to AI driven inspection and metrology demand. Analyst Commentary Recent research on Onto Innovation highlights a cluster of bullish calls that focus on AI driven demand for inspection and metrology, record backlog levels and expectations for sustained execution on growth projects.Seeking Alpha • Aug 29
Onto Innovation: AI's Next Bottleneck Is Yield
Summary Onto Innovation is rated Buy, supported by robust process-control demand in advanced semiconductor packaging and expanding product breadth. ONTO's Q2 revenue rose 35% YoY to $343M, with non-GAAP operating margin at 30% and EPS at $1.93; management guides for accelerating growth in H2. Backlog conversion, Dragonfly G5 adoption, and integration of Semilab USA and Rigaku partnerships are key to sustaining above-market earnings growth. At ~$292, ONTO trades at a slight premium to historical multiples, leaving limited margin for execution errors but offering ~20% upside to $350 fair value. Read the full article on Seeking Alphaナラティブ更新 • Aug 18
ONTO: AI Packaging Demand And X-Ray Partnership Will Shape Fairly Valued Outlook
Analysts have raised the fair value estimate for Onto Innovation to about $388 per share from roughly $370, citing higher Street price targets around $360 to $450, as well as expectations for AI driven inspection and metrology demand, stronger revenue growth, wider profit margins and a lower assumed future P/E multiple. Analyst Commentary Recent research coverage on Onto Innovation has been active, with a cluster of new initiations and higher price targets that focus on AI driven inspection and metrology demand, advanced packaging exposure and the current valuation setup.ナラティブ更新 • Aug 03
ONTO: AI Packaging And Metrology Exposure Will Shape Future Upside Potential
Onto Innovation's updated fair value estimate has increased from $355.60 to $369.60 as analysts factor in higher price targets tied to AI infrastructure spending, stronger expectations for G5 tool demand, and a larger role for the company across advanced packaging and metrology. Analyst Commentary Recent research on Onto Innovation gives you a mostly constructive picture, with several firms lifting price targets and starting coverage at premium levels.
ナラティブ更新 • Jul 20
ONTO: AI Packaging And Advanced Nodes Will Drive The Next Leg Higher
Onto Innovation's analyst price target has been revised higher from $220 to $330, with analysts pointing to stronger modeled revenue growth, higher profit margins, and a richer future P/E multiple supported by AI related demand for advanced packaging, metrology, and the Dragonfly G5 platform. Analyst Commentary Recent research on Onto Innovation highlights a wide range of opinions on how much of the AI related opportunity is already reflected in the stock price.ナラティブ更新 • Jul 06
ONTO: AI Packaging And Rigaku Metrology Partnership Will Drive Future Upside
Onto Innovation's analyst price target has shifted higher, with the fair value estimate moving from $370.00 to about $436.61 as analysts point to stronger expected revenue growth, increased future P/E assumptions, and supportive commentary around AI infrastructure demand and G5 tool momentum. Analyst Commentary Recent research on Onto Innovation centers on the stock's role in AI infrastructure and advanced packaging, with bullish analysts highlighting specific product cycles, end market exposure, and a series of higher price targets that feed into the current fair value framework.ナラティブ更新 • Jun 22
ONTO: AI Packaging Demand And Rigaku Partnership Will Shape Balanced Future Prospects
Onto Innovation's analyst price target has moved modestly higher to about $356 from roughly $352, as analysts highlight stronger than expected demand for the Dragonfly G5 platform and broader advanced packaging and metrology exposure, reflected in recent initiations and target increases across the Street. Analyst Commentary Recent research on Onto Innovation highlights a cluster of optimistic views around the company’s position in advanced packaging, metrology and the Dragonfly G5 platform, alongside a few areas where execution and valuation expectations remain key watchpoints for investors.分析記事 • Jun 16
Onto Innovation (ONTO) Stock Could Be 11.6% Undervalued After Dragonfly G5 Orders And Rigaku Deal
Onto Innovation (ONTO) is back in focus after stronger customer uptake of its inspection tools, the launch of its Dragonfly G5 system with substantial orders, and a new Rigaku partnership including a planned equity stake. See our latest analysis for Onto Innovation. Onto Innovation’s recent news has arrived alongside strong share price momentum, with a 7 day share price return of 24.9%, a 90 day share price return of 70.88%, and a 1 year total shareholder return of 239.8%. This suggests...ナラティブ更新 • Jun 04
ONTO: AI And Rigaku Partnership Will Support Higher Long Term Earnings Power
Analysts have lifted their fair value estimate for Onto Innovation to $370 from $355, reflecting increased confidence in the AI focused Dragonfly G5 platform and the recent Q1 update. The revision also incorporates a richer assumed future P/E of about 45x, along with adjustments to revenue growth, profit margin, and discount rate assumptions.分析記事 • May 18
We Think You Can Look Beyond Onto Innovation's (NYSE:ONTO) Lackluster Earnings
Investors were disappointed with the weak earnings posted by Onto Innovation Inc. ( NYSE:ONTO ). However, our analysis...ナラティブ更新 • May 17
ONTO: HBM Demand And Rigaku Partnership Will Shape Future Upside Potential
Onto Innovation's updated analyst fair value estimate has shifted from about $281 to roughly $352, with analysts citing higher modeled revenue growth, stronger profit margins, and slight adjustments to the discount rate and future P/E assumptions as the reasons for the change. Analyst Commentary Recent Street research on Onto Innovation has been active, with several firms adjusting ratings and price targets in both directions.
新しいナラティブ • May 15
Onto Innovation: The Advanced Packaging Chokepoint 51.3% undervalued intrinsic discount
Onto Innovation is emerging as one of the most strategically important semiconductor equipment companies in the AI supply chain. While much investor attention remains focused on GPU manufacturers and memory suppliers, the next bottleneck increasingly lies in advanced packaging — the complex process of stacking, connecting, and inspecting AI chips and HBM memory at nanometer precision.ナラティブ更新 • May 01
ONTO: HBM Agreements And Guidance Will Support Higher Long Term Earnings Power
Analysts have raised the fair value estimate for Onto Innovation to $355 from $300, citing updated assumptions for revenue growth, higher profit margins, and a lower future P/E multiple, supported by a series of recent price target increases and upgrades across firms such as B. Riley, Evercore ISI, Oppenheimer, Stifel, and Cantor Fitzgerald.ナラティブ更新 • Apr 17
ONTO: HBM Demand And Advanced Packaging Progress Will Shape A Balanced Outlook
Analysts have lifted the fair value estimate for Onto Innovation by about $15 to roughly $281. They cite a series of higher price targets across the Street, supported by expectations for steady revenue growth, slightly stronger profit margins, and a higher future P/E multiple.ナラティブ更新 • Apr 03
ONTO: HBM Demand And New Contracts Will Drive Stronger Earnings Power
Analysts have raised the fair value estimate for Onto Innovation from $200 to $300, citing a series of recent price target increases tied to expectations for stronger revenue growth, high bandwidth memory related demand, and product momentum such as Dragonfly G5. Analyst Commentary Bullish analysts are clustering around higher fair value assumptions for Onto Innovation, with a series of price target increases and rating upgrades pointing to rising confidence in the company’s execution and exposure to high bandwidth memory demand.ナラティブ更新 • Mar 20
ONTO: HBM Orders And 2026 Shift To Back End Tools Will Test Expectations
Analysts have raised the fair value estimate for Onto Innovation to $220 from $160, citing higher price targets across Wall Street that reference expectations for stronger revenue, a large high bandwidth memory equipment agreement, and continued optimism about the product roadmap and margin outlook. Analyst Commentary Recent Street research on Onto Innovation has centered on stronger high bandwidth memory exposure, a sizeable US$240m volume purchase agreement, and management's updated revenue commentary for the first half of 2026.ナラティブ更新 • Mar 06
ONTO: High Bandwidth Memory Demand Will Drive A More Constructive Medium Term Outlook
Analysts have raised their blended price target for Onto Innovation from $237.86 to $265.71, citing stronger expected revenue growth, higher future P/E assumptions, and continued interest in high bandwidth memory orders and product developments as key reasons for the change. Analyst Commentary Bullish and more cautious analysts are largely aligned on Onto Innovation's exposure to high bandwidth memory and advanced packaging, but they are assigning different levels of confidence around how consistently management can translate that exposure into results and how much of that is already reflected in the share price.ナラティブ更新 • Feb 20
ONTO: Higher Street Conviction Will Shape A Balanced Medium Term Outlook
The updated analyst price target for Onto Innovation moves from about $172 to roughly $238, as analysts generally point to higher Street targets in the $200 to $275 range, along with stronger confidence around the product roadmap, including progress on Dragonfly G5, while using a slightly lower discount rate and a higher assumed future P/E multiple. Analyst Commentary Recent Street research on Onto Innovation has centered on updated price targets in the roughly US$200 to US$275 range, shifts in ratings, and how the company is positioned around product execution, including Dragonfly G5, and broader semiconductor capital equipment trends.ナラティブ更新 • Feb 06
ONTO: Elevated Expectations May Confront Rotation Toward Back End Equipment In 2026
Analysts have raised their price targets on Onto Innovation from $54 to $60, citing updated models that reflect slightly higher estimated revenue growth, modestly stronger profit margins, and a marginally lower assumed future P/E multiple. Analyst Commentary Recent research on Onto Innovation highlights both optimism around the business model and some emerging caution on how the stock is positioned within the broader semiconductor supply chain.ナラティブ更新 • Jan 22
ONTO: Elevated Expectations May Clash With Memory Cycle And Order Volatility
Analysts have raised their fair value estimate for Onto Innovation from $90 to $160, citing higher assumed revenue growth, slightly stronger profit margins, and a richer future P/E multiple supported by recent price target increases across the Street. Analyst Commentary Recent Street research on Onto Innovation has leaned supportive on the stock, with multiple firms adjusting their price targets higher and updating models following company events such as the Semilab International acquisition.ナラティブ更新 • Jan 08
ONTO: Memory And Semilab Integration Will Shape Balanced Medium Term Outlook
Analysts have lifted their fair value estimate for Onto Innovation to $172 from $157, citing higher assumed profit margins and a slightly richer future P/E multiple, supported by recent price target increases tied to high bandwidth memory exposure and the Semilab International acquisition. Analyst Commentary Recent research on Onto Innovation centers on its exposure to high bandwidth memory, the impact of the Semilab International acquisition, and how the stock is valued relative to peers.ナラティブ更新 • Dec 23
ONTO: Semilab Acquisition Set To Drive Stronger Earnings Power Ahead
Onto Innovation's analyst price target has been raised from $160 to $200 per share, as analysts factor in stronger revenue growth, higher profit margins, and a modestly richer future earnings multiple supported by recent target hikes following the Semilab acquisition and an improving memory spending outlook. Analyst Commentary Bullish analysts have steadily raised their price targets on Onto Innovation in recent months, citing improving fundamentals, strategic execution, and leverage to a recovering memory cycle.分析記事 • Dec 23
Onto Innovation Inc.'s (NYSE:ONTO) P/E Is Still On The Mark Following 25% Share Price Bounce
Onto Innovation Inc. ( NYSE:ONTO ) shareholders would be excited to see that the share price has had a great month...ナラティブ更新 • Dec 09
ONTO: Memory Upswing And Semilab Synergies Will Drive Balanced Medium Term Upside
Analysts have nudged their blended price target on Onto Innovation higher by a mid single digit percentage into the high $150s, reflecting growing confidence in upside from the Semilab acquisition, a strengthening memory and high bandwidth memory spending cycle, and the potential for multiple expansion as orders recover. Analyst Commentary Bullish analysts highlight a constructive setup for Onto Innovation, pointing to rising price targets as evidence that the Semilab acquisition, memory cycle tailwinds, and a potential rerating in the companys valuation multiple are not yet fully reflected in the share price.ナラティブ更新 • Nov 25
ONTO: Memory Spending Rebound Will Drive Market Share Gains And Upside Potential
Analysts have increased their fair value estimate for Onto Innovation from $149.38 to $157.00. They cite recent model updates driven by accelerating revenue growth expectations, improved profit margins, and optimism following strategic acquisitions and industry tailwinds.ナラティブ更新 • Nov 06
ONTO: Memory Spending Upswing And Market Share Recovery Will Drive Fair Value Stability
Onto Innovation's analyst price target has risen significantly, climbing from a prior consensus of $115 to $145 to a range of $160 to $170, as analysts cite renewed confidence in the company's positioning for re-accelerating memory spending and improved growth prospects in the coming year. Analyst Commentary Recent analyst reports on Onto Innovation highlight a surge in optimism regarding the company’s positioning in the semiconductor sector.ナラティブ更新 • Oct 22
Analysts Raise Onto Innovation Price Target Amid Growth Momentum and Market Share Recovery Efforts
Onto Innovation's analyst price target has increased from $136.25 to $149.38, as analysts cite expectations of industry order upside and renewed growth momentum in the company’s core markets. Analyst Commentary Recent updates from street research highlight both the positive momentum and the potential risks analysts see for Onto Innovation in the months ahead.ナラティブ更新 • Oct 08
AI Packaging And Semilab Acquisition Will Drive Expansion
Analysts have raised Onto Innovation's fair value estimate slightly from $133.75 to $136.25 per share. They cite renewed optimism for accelerated growth and market share recovery, despite near-term challenges.分析記事 • Oct 02
After Leaping 29% Onto Innovation Inc. (NYSE:ONTO) Shares Are Not Flying Under The Radar
The Onto Innovation Inc. ( NYSE:ONTO ) share price has done very well over the last month, posting an excellent gain of...ナラティブ更新 • Sep 24
AI Packaging And Semilab Acquisition Will Drive Expansion
Analyst sentiment on Onto Innovation has turned more positive due to expectations of revenue acceleration, market share recovery, and strengthening end markets, resulting in a higher consensus price target of $133.75. Analyst Commentary Bullish analysts expect growth to reaccelerate in the second half of 2026 despite near-term hurdles.ナラティブ更新 • Aug 08
AI Packaging And Semilab Acquisition Will Drive Expansion
Analysts have lowered Onto Innovation’s price target from $134.62 to $126.88, citing near-term headwinds, reduced growth visibility, and the absence of positive catalysts ahead of the next-generation Dragonfly platform launch. Analyst Commentary Expectation of continued headwinds impacting Onto Innovation over the next 3-6 months.株主還元
| ONTO | US Semiconductor | US 市場 | |
|---|---|---|---|
| 7D | 4.9% | -1.3% | -0.9% |
| 1Y | 141.7% | 50.6% | 13.9% |
業界別リターン: ONTO過去 1 年間で50.6 % の収益を上げたUS Semiconductor業界を上回りました。
リターン対市場: ONTO過去 1 年間で13.9 % の収益を上げたUS市場を上回りました。
価格変動
| ONTO volatility | |
|---|---|
| ONTO Average Weekly Movement | 13.5% |
| Semiconductor Industry Average Movement | 11.4% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.3% |
| 10% least volatile stocks in US Market | 2.9% |
安定した株価: ONTOの株価は、 US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: ONTOの weekly volatility ( 13% ) は過去 1 年間安定していますが、依然としてUS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 |
|---|---|---|---|
| 1940 | 1,867 | Mike Plisinski | www.ontoinnovation.com |
米国、台湾、韓国、日本、中国、東南アジア、アジア、欧州において、マクロ欠陥検査と計測を行うプロセス制御ツールの設計、開発、製造、サポートを行っている。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、自動化・統合化計測システム、シリコンウエハー全面検査、マクロ欠陥検査、自動欠陥分類・パターン分析、歩留まり分析、不透明膜計測、4Dビジネス、先端パッケージングリソグラフィー、プロセス制御ソフトウェア、歩留まり管理ソフトウェア製品を提供している。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、プロセスおよび歩留まり管理ソリューション、デバイス・パッケージングおよび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、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、ソフトウェアライセンスサービス、FAaST、CnCV、MBIRなどの高度な製品ラインも提供している。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、半導体集積回路ファブリケーター、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、シリコンおよび化合物半導体パワーデバイス、アナログデバイス、RFフィルター、データストレージ、および様々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。
Onto Innovation Inc. 基礎のまとめ
| ONTO 基礎統計学 | |
|---|---|
| 時価総額 | US$13.80b |
| 収益（TTM） | US$132.61m |
| 売上高(TTM) | US$1.12b |
104.1x
PER（株価収益率12.3x
P/SレシオONTO は割高か？
公正価値と評価分析を参照収益と収入
| ONTO 損益計算書（TTM） | |
|---|---|
| 収益 | US$1.12b |
| 売上原価 | US$498.55m |
| 売上総利益 | US$621.59m |
| その他の費用 | US$488.99m |
| 収益 | US$132.61m |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 2.70 |
| グロス・マージン | 55.49% |
| 純利益率 | 11.84% |
| 有利子負債／自己資本比率 | 76.5% |
ONTO の長期的なパフォーマンスは？
過去の実績と比較を見る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 | 2026/09/14 08:13 |
| 終値 | 2026/09/11 00:00 |
| 収益 | 2026/06/30 |
| 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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 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. 11 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。18
| アナリスト | 機関 |
|---|---|
| Ted Moreau | Barrington Research Associates, Inc. |
| Craig Ellis | B. Riley Securities, Inc. |
| Christopher Muse | Cantor Fitzgerald & Co. |