Onto Innovation (ONTO) Hisse Özeti
Onto Innovation Inc. Amerika Birleşik Devletleri, Tayvan, Güney Kore, Japonya, Çin, Güneydoğu Asya, Asya ve Avrupa'da makro hata denetimi ve metroloji gerçekleştiren proses kontrol araçlarının tasarımı, geliştirilmesi, üretimi ve desteği ile ilgilenmektedir. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 2/6 |
| Gelecekteki Büyüme | 5/6 |
| Geçmiş Performans | 1/6 |
| Finansal Sağlık | 6/6 |
| Temettüler | 0/6 |
Ödüller
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ONTO Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$380
FV
28.3% değerinin altında içsel indirim19.93%
Revenue growth p.a.
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Onto Innovation Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$272.62 |
| 52 Haftanın En Yüksek Seviyesi | US$386.46 |
| 52 Haftanın En Düşük Seviyesi | US$89.40 |
| Beta | 1.55 |
| 1 Aylık Değişim | -15.40% |
| 3 Aylık Değişim | -11.45% |
| 1 Yıllık Değişim | 174.16% |
| 3 Yıllık Değişim | 123.17% |
| 5 Yıllık Değişim | 289.01% |
| Halka arzdan bu yana değişim | 680.70% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Seeking Alpha • Jun 24
Onto Innovation: At Lifetime Highs, But Still Worth Getting Behind
Summary Onto Innovation, which has surged by over 260% and has outperformed the Russell 1000 by 10x over the past year, is still deemed worthy of a buy rating. ONTO is positioned across front-end and back-end semiconductor manufacturing, with over 60% of revenue now AI compute-related, with >$1B worth of opportunities ahead. Operating margins, which are at 26.7% are poised to expand to 30% by the end of the year, as advanced node opportunities pick up. Granted, ONTO isn't as cheap as before, but it is still one of the cheapest stocks in this category, and the forward growth it offers also helps support the investment case. Concerns include heavy client concentration and an unappealing FCF yield at the current market-cap. Read the full article on Seeking AlphaRecent updates
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Seeking Alpha • Jun 24
Onto Innovation: At Lifetime Highs, But Still Worth Getting Behind
Summary Onto Innovation, which has surged by over 260% and has outperformed the Russell 1000 by 10x over the past year, is still deemed worthy of a buy rating. ONTO is positioned across front-end and back-end semiconductor manufacturing, with over 60% of revenue now AI compute-related, with >$1B worth of opportunities ahead. Operating margins, which are at 26.7% are poised to expand to 30% by the end of the year, as advanced node opportunities pick up. Granted, ONTO isn't as cheap as before, but it is still one of the cheapest stocks in this category, and the forward growth it offers also helps support the investment case. Concerns include heavy client concentration and an unappealing FCF yield at the current market-cap. Read the full article on Seeking Alpha
Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.
Yeni Anlatı • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • Jul 26
Onto Innovation Inc.'s (NYSE:ONTO) Intrinsic Value Is Potentially 65% Above Its Share Price
Key Insights The projected fair value for Onto Innovation is US$164 based on 2 Stage Free Cash Flow to Equity Onto...Seeking Alpha • Mar 13
Onto Innovation: Explosive Growth, But No Bargain
Summary Onto achieved a 15% CAGR in revenue and a 60% CAGR in profit from 2020 to 2024, driven by cost controls and low effective tax rates. Onto is financially sound with high cash reserves, minimal debt, and a low reinvestment rate, though it lags peers in return on capital and EBIT margin. Despite strong financial health and growth potential, Onto's stock is fully priced, with its valuation closely aligned with intrinsic value estimates. Read the full article on Seeking AlphaHissedar Getirileri
| ONTO | US Semiconductor | US Pazar | |
|---|---|---|---|
| 7D | -2.6% | 3.9% | -2.0% |
| 1Y | 174.2% | 63.4% | 15.1% |
Getiri vs. Endüstri: ONTO geçen yıl % 63.4 oranında getiri sağlayan US Semiconductor sektörünü aştı.
Getiri vs Piyasa: ONTO geçen yıl % 15.1 oranında getiri sağlayan US Piyasasını aştı.
Fiyat Oynaklığı
| ONTO volatility | |
|---|---|
| ONTO Average Weekly Movement | 11.6% |
| Semiconductor Industry Average Movement | 13.9% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
İstikrarlı Hisse Senedi Fiyatı: ONTO hisse senedi fiyatı, son 3 ayda US piyasasına kıyasla dalgalı seyretti.
Zaman İçindeki Volatilite: ONTO 'nin haftalık oynaklığı ( 12% ) geçen yıl boyunca sabit kaldı, ancak hala US hisselerinin %75'inden yüksek.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1940 | 1,615 | Mike Plisinski | www.ontoinnovation.com |
Onto Innovation Inc. Amerika Birleşik Devletleri, Tayvan, Güney Kore, Japonya, Çin, Güneydoğu Asya, Asya ve Avrupa'da makro hata denetimi ve metroloji gerçekleştiren süreç kontrol araçlarının tasarımı, geliştirilmesi, üretimi ve desteği ile ilgilenmektedir. Şirket, litografi sistemleri ve süreç kontrol analitik yazılımları; otomatik ve entegre metroloji sistemleri, silikon gofret tüm yüzey denetimi, makro hata denetimi, otomatik hata sınıflandırması ve desen analizi, verim analizi, opak film metrolojisi, 4D iş, gelişmiş ambalaj litografisi, süreç kontrol yazılımı ve verim yönetimi yazılımı ürünleri sunmaktadır. Ayrıca optik metroloji, makro hata denetimi, ambalaj litografisi ve şeffaf ve opak ince film ölçümleri için bağımsız sistemler aracılığıyla süreç ve verim yönetimi çözümleri ve cihaz paketleme ve test tesisleri sağlar.
Onto Innovation Inc. Temel Bilgiler Özeti
| ONTO temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$14.49b |
| Kazançlar(TTM) | US$106.41m |
| Gelir(TTM) | US$1.03b |
127.4x
F/K Oranı13.2x
P/S OranıONTO aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| ONTO gelir tablosu (TTM) | |
|---|---|
| Gelir | US$1.03b |
| Gelir Maliyeti | US$472.16m |
| Brüt Kâr | US$558.44m |
| Diğer Giderler | US$452.03m |
| Kazançlar | US$106.41m |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
Aug 06, 2026
| Hisse başına kazanç (EPS) | 2.14 |
| Brüt Marj | 54.19% |
| Net Kâr Marjı | 10.33% |
| Borç/Özkaynak Oranı | 0% |
ONTO uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/07/24 22:59 |
| Gün Sonu Hisse Fiyatı | 2026/07/24 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2026/01/03 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Onto Innovation Inc. 17 Bu analistlerden 10, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Ted Moreau | Barrington Research Associates, Inc. |
| Craig Ellis | B. Riley Securities, Inc. |
| Christopher Muse | Cantor Fitzgerald & Co. |