Onto Innovation Inc.

NYSE:ONTO 株式レポート

時価総額：US$14.4b

Onto Innovation 過去の業績

過去 基準チェック /16

Onto Innovationは、平均年間1.1%の収益成長を遂げていますが、 Semiconductor業界の収益は、年間 成長しています。収益は、平均年間0.8% 6.2%収益成長率で 成長しています。 Onto Innovationの自己資本利益率は6.9%であり、純利益率は11.8%です。

主要情報

1.06%

収益成長率

1.08%

EPS成長率

Semiconductor 業界の成長27.66%
収益成長率6.25%
株主資本利益率6.90%
ネット・マージン11.84%
前回の決算情報30 Jun 2026

最近の業績更新

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...

Recent updates

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.
Seeking Alpha • Aug 07

Why Onto Innovation Is A Buy After Posting Q2 Results

Summary Onto Innovation Inc. delivered record Q2 results, with revenue up 35.3% Y/Y to $343.1 million and non-GAAP EPS of $1.93. I raised ONTO's H2 revenue growth outlook to 25% and advanced packaging guidance to 80%, citing strong AI-driven demand for Dragonfly G5 and Atlas G6 platforms. Backlog reached a record $1.1 billion, supporting continued growth and momentum; ONTO maintains a 'Buy' rating with industry-leading value and quant grades. Risks include high correlation to DRAM/chip suppliers and potential margin pressure if memory chip prices decline due to aggressive competition from China. Read the full article on Seeking Alpha
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.

収支内訳

Onto Innovation の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。

収益と収入の歴史

NYSE:ONTO 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
30 Jun 261,120133192143
31 Mar 261,031106175139
03 Jan 261,005137165132
27 Sep 251,002175166128
28 Jun 251,036200164124
29 Mar 251,025219163115
28 Dec 24987202156114
28 Sep 24942183156106
29 Jun 24897166153104
30 Mar 24846139148104
30 Dec 23816121141104
30 Sep 23850157137108
01 Jul 23897173134114
01 Apr 23963199136113
31 Dec 221,005223135112
01 Oct 22978204136109
02 Jul 22924188132101
02 Apr 22861172129100
01 Jan 2278914212596
25 Sep 2171811611693
26 Jun 216448711389
27 Mar 215866010986
26 Dec 205563111385
26 Sep 20522-711479
27 Jun 20458-810370
28 Mar 20385-109159
31 Dec 1930627148
30 Sep 19248286435
30 Jun 19246286037
31 Mar 19262385639
31 Dec 18274455640
30 Sep 18271364548
30 Jun 18278464447
31 Mar 18268414347
31 Dec 17255334938
30 Sep 17249404047
30 Jun 17244323945
31 Mar 17239303945
31 Dec 16233373945
30 Sep 16230343944
30 Jun 16227323845
31 Mar 16223304043
31 Dec 15222184341
30 Sep 15220174541

質の高い収益: ONTOには$90.1M } という大きな 一回限りの 損失があり、過去 12 か月の財務実績が30th June, 2026に影響を及ぼしています。

利益率の向上: ONTOの現在の純利益率 (11.8%)は、昨年(19.2%)よりも低くなっています。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: ONTOの収益は過去 5 年間で年間1.1%増加しました。

成長の加速: ONTOは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。

収益対業界: ONTOは過去 1 年間で収益成長率がマイナス ( -33.5% ) となったため、 Semiconductor業界平均 ( 35.3% ) と比較することが困難です。

株主資本利益率

高いROE: ONTOの 自己資本利益率 ( 6.9% ) は 低い とみなされます。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/08/23 13:26
終値2026/08/21 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

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