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Onto Innovation Inc. Stock Price

NYSE:ONTO Community·US$12.3b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 138 Fair Values set on narratives written by author
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ONTO Share Price Performance

US$263.43
133.31 (102.45%)
​
US$380.00
Fair Value
US$263.43
133.31 (102.45%)
30.7% undervalued intrinsic discount
US$380.00
Fair Value
Price US$263.43
FundamentalFlow US$380.00
AnalystConsensusTarget US$388.45
AnalystHighTarget US$450.00
Fri, 15 May 26
Fair ValueUS$380.00
Share Pricen/a

ONTO Community Narratives

FU
FundamentalFlow
FundamentalFlow's
Fair Value
·
Fair Value US$380 30.7% undervalued intrinsic discount

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

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37users have followed this narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$388.45 32.2% undervalued intrinsic discount

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

0users have liked this narrative
0users have commented on this narrative
37users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$450 41.5% undervalued intrinsic discount

Secular AI And Advanced Packaging Trends Will Transform Markets

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
ONTO logo
Onto Innovation
30.7% 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
32.2% 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
41.5% undervalued intrinsic discount

Secular AI And Advanced Packaging Trends Will Transform Markets

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AN
AnalystHighTarget
AnalystHighTarget
Updated 3 Sep
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ONTO logo
Onto Innovation
20.2% 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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Recently Updated Narratives

FU
FundamentalFlow
ONTO logo

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

Fair Value: US$380 30.7% undervalued intrinsic discount
37 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
ONTO logo

ONTO: AI Inspection Demand And Rigaku X-Ray Alliance Will Drive Upside

Fair Value: US$450 41.5% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
1 likeusers 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 32.2% undervalued intrinsic discount
37 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

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 • Sep 16

Onto Innovation: New Product Launches Will Drive Margins Much Higher

Summary Onto Innovation is a high-conviction Strong Buy, benefiting from robust recurring revenues and deep integration with major semiconductor manufacturers. The recurring revenue base is expanding as wafer demand outpaces supply, with ONTO's installed base and backlog growing alongside industry capacity. The Dragonfly G5 launch is driving unprecedented demand, positioning ONTO for 30% annual revenue growth and significant gross margin expansion through 2030. Valuation implies 62.9%–124% upside over five years, supported by strong order flow, pricing power, and a favorable competitive landscape. Read the full article on Seeking Alpha
User avatar
Narrative Update • 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.

Recent updates

No updates

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