Onto Innovation Inc.

NYSE:ONTO Stok Raporu

Piyasa değeri: US$12.6b

Onto Innovation Gelecekteki Büyüme

Future kriter kontrolleri 5/6

Onto Innovation kazanç ve gelirin sırasıyla yıllık 47.3% ve 17.9% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 30.9% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 21.4% olacağı tahmin edilmektedir.

Anahtar bilgiler

47.3%

Kazanç büyüme oranı

30.92%

EPS büyüme oranı

Semiconductor kazanç büyümesi26.1%
Gelir büyüme oranı17.9%
Gelecekteki özkaynak getirisi21.38%
Analist kapsamı

Good

Son güncelleme04 Jun 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

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.
Seeking Alpha • Apr 19

Why Onto Innovation Is A Still A Buy After More Than Doubling In 4 Years

Summary Onto Innovation has delivered over 220% returns since 2022, outperforming the S&P 500 and maintaining strong momentum. ONTO's Q4 saw record revenue and cash generation, but revenue growth was minimal at 1.1% Y/Y, with gross margin declining to 46.4%. Advanced packaging and specialty devices now drive over half of ONTO's revenue, with management targeting a $2 billion run rate via capacity expansion. I reiterate a Buy rating, citing relative value, sector momentum, and strong positioning in AI-driven semiconductor capital equipment growth. Read the full article on Seeking Alpha
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 Alpha

Kazanç ve Gelir Büyüme Tahminleri

NYSE:ONTO - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/20281,8695024865393
12/31/20271,6293674154258
12/31/20261,3412422262248
3/31/20261,031106239263N/A
1/3/20261,005137300328N/A
9/27/20251,002175261289N/A
6/28/20251,036200238273N/A
3/29/20251,025219247281N/A
12/28/2024987202214246N/A
9/28/2024942183222251N/A
6/29/2024897166183213N/A
3/30/2024846139157179N/A
12/30/2023816121149172N/A
9/30/2023850157131160N/A
7/1/2023897173139163N/A
4/1/2023963199118141N/A
12/31/20221,005223118137N/A
10/1/2022978204126136N/A
7/2/2022924188145154N/A
4/2/2022861172159170N/A
1/1/2022789142163175N/A
9/25/2021718116148159N/A
6/26/202164487125136N/A
3/27/202158660141148N/A
12/26/202055631102106N/A
9/26/2020522-76066N/A
6/27/2020458-84855N/A
3/28/2020385-10N/A29N/A
12/31/20193062N/A18N/A
9/30/201924828N/A36N/A
6/30/201924628N/A35N/A
3/31/201926238N/A29N/A
12/31/201827445N/A35N/A
9/30/201827136N/A46N/A
6/30/201827846N/A44N/A
3/31/201826841N/A55N/A
12/31/201725533N/A64N/A
9/30/201724940N/A59N/A
6/30/201724432N/A65N/A
3/31/201723930N/A68N/A
12/31/201623337N/A47N/A
9/30/201623034N/A43N/A
6/30/201622732N/A32N/A
3/31/201622330N/A17N/A
12/31/201522218N/A34N/A
9/30/201522017N/A29N/A
6/30/20152098N/A8N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: ONTO 'nin tahmini kazanç büyümesi (yıllık 47.3% ) tasarruf oranının ( 3.5% ) üzerindedir.

Kazançlar ve Piyasa: ONTO şirketinin kazançlarının (yıllık 47.3% ) US pazarından (yıllık 16.8% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: ONTO şirketinin kazançlarının önümüzdeki 3 yıl içerisinde önemli ölçüde artması bekleniyor.

Gelir ve Pazar: ONTO şirketinin gelirinin (yıllık 17.9% ) US pazarından (yıllık 11.8% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Geliri: ONTO şirketinin gelirinin (yıllık 17.9% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: ONTO 'in Özsermaye Getirisi'nin 3 yıl içinde yüksek olması tahmin ediliyor ( 21.4 %)

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/06/08 00:34
Gün Sonu Hisse Fiyatı2026/06/08 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2026/01/03

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.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* 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 kullanacağınızı anlatan 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. 15 Bu analistlerden 8, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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