Onto Innovation (ONTO) Aktievy
Onto Innovation Inc. är verksamt inom design, utveckling, tillverkning och support av processtyrningsverktyg för makrodefektinspektion och metrologi i USA, Taiwan, Sydkorea, Japan, Kina, Sydostasien, Asien och Europa. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 1/6 |
| Framtida tillväxt | 5/6 |
| Tidigare resultat | 1/6 |
| Finansiell hälsa | 4/6 |
| Utdelningar | 0/6 |
Belöningar
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ONTO Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$380
FV
18.9% undervärderad intrinsisk rabatt19.93%
Revenue growth p.a.
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Onto Innovation Inc. Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | US$308.30 |
| 52 veckors högsta | US$386.46 |
| 52 veckors lägsta | US$101.00 |
| Beta | 1.59 |
| 1 månads förändring | -4.09% |
| 3 månaders förändring | 10.92% |
| 1 års förändring | 194.57% |
| 3 års förändring | 177.07% |
| 5 års förändring | 330.95% |
| Förändring sedan börsintroduktionen | 782.88% |
Senaste nyheter och uppdateringar
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
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Recent updates
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 AlphaUppdatering av berättelse • 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.Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.
Ny berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Aktieägarnas avkastning
| ONTO | US Semiconductor | US Marknad | |
|---|---|---|---|
| 7D | 14.8% | 7.9% | 2.7% |
| 1Y | 194.6% | 62.2% | 20.9% |
Avkastning vs industri: ONTO översteg US Semiconductor branschen som gav 62.2 % under det senaste året.
Avkastning vs Marknaden: ONTO översteg US marknaden som gav 20.9 % under det senaste året.
Prisvolatilitet
| ONTO volatility | |
|---|---|
| ONTO Average Weekly Movement | 13.5% |
| Semiconductor Industry Average Movement | 13.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Stabil aktiekurs: ONTO s aktiekurs har varit volatil under de senaste 3 månaderna jämfört med marknaden för US.
Volatilitet över tid: ONTO s veckovolatilitet ( 13% ) har varit stabil under det senaste året, men är fortfarande högre än 75 % av US aktier.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 1940 | 1,615 | Mike Plisinski | www.ontoinnovation.com |
Onto Innovation Inc. bedriver design, utveckling, tillverkning och support av processtyrningsverktyg som utför makrodefektinspektion och metrologi i USA, Taiwan, Sydkorea, Japan, Kina, Sydostasien, Asien och Europa. Företaget erbjuder litografisystem och analytisk programvara för processtyrning samt automatiserade och integrerade metrologisystem, allsidig inspektion av kiselskivor, makrodefektinspektion, automatiserad defektklassificering och mönsteranalys, yieldanalys, opakfilmsmetrologi, 4D-affärer, avancerad förpackningslitografi, programvara för processtyrning och yield management. Företaget tillhandahåller också lösningar för process- och utbyteshantering samt förpacknings- och testanläggningar för utrustning genom fristående system för optisk metrologi, makrodefektinspektion, förpackningslitografi samt mätning av transparenta och opaka tunna filmer.
Onto Innovation Inc. Sammanfattning av grunderna
| ONTO grundläggande statistik | |
|---|---|
| Börsvärde | US$15.13b |
| Vinst(TTM) | US$132.61m |
| Intäkter(TTM) | US$1.12b |
114.1x
P/E-förhållande13.5x
P/S-förhållandeÄr ONTO övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| ONTO resultaträkning (TTM) | |
|---|---|
| Intäkter | US$1.12b |
| Kostnad för intäkter | US$505.25m |
| Bruttovinst | US$614.89m |
| Övriga kostnader | US$482.29m |
| Intäkter | US$132.61m |
Senast redovisade vinst
Jun 30, 2026
Nästa vinstdatum
n/a
| Vinst per aktie (EPS) | 2.70 |
| Bruttomarginal | 54.89% |
| Nettovinstmarginal | 11.84% |
| Skuld/egenkapitalförhållande | 76.5% |
Hur har ONTO utvecklats på lång sikt?
Se historisk utveckling och jämförelseFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/08/10 06:13 |
| Aktiekurs vid dagens slut | 2026/08/07 00:00 |
| Intäkter | 2026/06/30 |
| Årlig intjäning | 2026/01/03 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Onto Innovation Inc. bevakas av 17 analytiker. 10 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Ted Moreau | Barrington Research Associates, Inc. |
| Craig Ellis | B. Riley Securities, Inc. |
| Christopher Muse | Cantor Fitzgerald & Co. |