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Onto Innovation Inc. Stock Price

NYSE:ONTO Community·US$12.6b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 131 Fair Values set on narratives written by author
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ONTO Share Price Performance

US$254.55
151.89 (147.95%)
​
US$380.00
Fair Value
US$254.55
151.89 (147.95%)
33.0% undervalued intrinsic discount
US$380.00
Fair Value
Price US$254.55
FundamentalFlow US$380.00
AnalystConsensusTarget US$388.45
AnalystHighTarget US$436.61
Fri, 15 May 26
Fair ValueUS$380.00
Share Pricen/a

ONTO Community Narratives

FU
FundamentalFlow
FundamentalFlow's
Fair Value
·
Fair Value US$380 33.0% undervalued intrinsic discount

Onto Innovation: The Advanced Packaging Chokepoint 51.3% undervalued intrinsic discount

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AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$388.45 34.5% undervalued intrinsic discount

Analysts Raise Onto Innovation Price Target Amid Growth Momentum and Market Share Recovery Efforts

0users have liked this narrative
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36users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$436.61 41.7% undervalued intrinsic discount

Secular AI And Advanced Packaging Trends Will Transform Markets

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ONTO logo
Onto Innovation
33.0% undervalued intrinsic discount

Onto Innovation: The Advanced Packaging Chokepoint 51.3% undervalued intrinsic discount

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FU
FundamentalFlow
Emerging Author
FundamentalFlow
Published 15 May
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ONTO logo
Onto Innovation
34.5% undervalued intrinsic discount

Analysts Raise Onto Innovation Price Target Amid Growth Momentum and Market Share Recovery Efforts

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 18 Aug
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ONTO logo
Onto Innovation
22.9% undervalued intrinsic discount

Rising Operating Costs And Fierce Competition Will Impair Semiconductor Margins

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AN
AnalystLowTarget
AnalystLowTarget
Updated 20 Jul
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ONTO logo
Onto Innovation
41.7% undervalued intrinsic discount

Secular AI And Advanced Packaging Trends Will Transform Markets

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AN
AnalystHighTarget
AnalystHighTarget
Updated 6 Jul
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Trending Discussion

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Recently Updated Narratives

FU
FundamentalFlow
ONTO logo

Onto Innovation: The Advanced Packaging Chokepoint 51.3% undervalued intrinsic discount

Fair Value: US$380 33.0% undervalued intrinsic discount
36 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
ONTO logo

ONTO: AI Packaging Demand And X-Ray Partnership Will Shape Fairly Valued Outlook

Fair Value: US$388.45 34.5% undervalued intrinsic discount
36 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
ONTO logo

ONTO: AI Packaging And Advanced Nodes Will Drive The Next Leg Higher

Fair Value: US$330 22.9% undervalued intrinsic discount
2 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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Snowflake Analysis

Exceptional growth potential with adequate balance sheet.

3 Risks
3 Rewards
View Full Analysis

Onto Innovation Inc. Key Details

US$1.1b

Revenue

US$498.5m

Cost of Revenue

US$621.6m

Gross Profit

US$489.0m

Other Expenses

US$132.6m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
2.70
55.49%
11.84%
76.5%
View Full Analysis

About ONTO

Founded
1940
Employees
1867
CEO
Michael Plisinski
WebsiteView website
www.ontoinnovation.com

Onto Innovation Inc. engages in the design, development, manufacture, and support of process control tools that perform macro-defect inspection and metrology in the United States, Taiwan, South Korea, Japan, China, Southeast Asia, Asia, and Europe. The company offers lithography systems and process control analytical software; and automated and integrated metrology systems, silicon wafer all-surface inspection, macro defect inspection, automated defect classification and pattern analysis, yield analysis, opaque film metrology, 4D business, advanced packaging lithography, process control software, and yield management software products. It also provides process and yield management solutions, and device packaging and test facilities through standalone systems for optical metrology, macro-defect inspection, packaging lithography, and transparent and opaque thin film measurements. In addition, the company offers process control software portfolio that includes solutions for standalone tools, groups of tools, and factory-wide suites. Further, it engages in systems and software, spare parts, and other services, as well as offers software licensing services; and provides advanced product lines, such as FAaST, CnCV, and MBIR. The company’s products are used in semiconductor and advanced packaging device manufacturers; silicon wafers; semiconductor integrated circuit fabricators; light emitting diodes; vertical-cavity surface-emitting lasers; micro-electromechanical systems; CMOS image sensors; silicon and compound semiconductor power devices; analog devices; RF filters; data storage; and various industrial and scientific applications. Onto Innovation Inc. was founded in 1940 and is headquartered in Wilmington, Massachusetts.

Recent ONTO News & Updates

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
User avatar
Narrative Update • 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

No updates

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