ONTO Innovation (ONTO) director awarded 761 RSUs with deferred settlement
ONTO Innovation Inc. director Susan D. Lynch was granted 761 restricted stock units (RSUs) with a deferred settlement, as reported in a Form 4 filing. These RSUs, each representing one share of common stock at no purchase price, will vest one year from the grant date. Lynch has elected to defer settlement under the company’s nonqualified deferred compensation plan, bringing her direct holdings to 3,684 shares of common stock.
ONTO Innovation (ONTO) director granted 761 RSUs, lifts direct holdings to 3,536 shares
Stephen S. Schwartz, a director at ONTO Innovation Inc. (ONTO), was granted 761 restricted stock units (RSUs), increasing his direct holdings to 3,536 shares. These RSUs were awarded at no cost and are scheduled to vest one year from the grant date. Schwartz has opted to defer the settlement of these RSUs under the company's Nonqualified Deferred Compensation Plan, meaning the actual shares will be issued later according to his deferral election.
Onto Innovation (ONTO) director receives grant of 761 restricted stock units
Onto Innovation Inc. director David Brian Miller was granted 761 restricted stock units (RSUs) on May 20, 2026, with each RSU representing one share of common stock at no purchase price. These RSUs will vest 100% one year from the grant date, bringing his direct holdings to 12,692 shares of Onto Innovation common stock. This transaction, reported via a Form 4 filing, aligns the director's interests with shareholders by tying compensation to the company's future stock performance.
Onto Innovation (ONTO) sells $1.5B 0% converts, adds capped call and buyback
Onto Innovation (ONTO) has issued $1.5 billion in zero-coupon convertible senior notes due 2031, with an additional $200 million from exercised options, in a private offering. The company simultaneously used approximately $205 million of the net proceeds to repurchase 805,325 shares of its common stock and entered into capped call transactions to mitigate potential dilution. The remaining proceeds will be used for corporate purposes, including the acquisition of a stake in Rigaku Holdings Corporation.
Onto Innovation Prices $1.5 Billion 0% Convertible Senior Notes Due 2031 Under New Indenture
Onto Innovation has priced $1.5 billion of 0.00% Convertible Senior Notes due 2031 under a new indenture, with an initial conversion rate of $381.80 per share. To manage potential equity dilution, the company also entered into capped call transactions with a cap of $509.06 per share. This financial strategy aims to enhance flexibility while mitigating the risk of dilution for shareholders.
Onto Innovation prices $1.3B convertible senior notes offering due 2031
Onto Innovation has priced an underwritten public offering of $1.3 billion in convertible senior notes due in 2031. The offering includes an option for underwriters to purchase an additional $195 million in notes. The notes will be unsecured senior obligations of Onto Innovation and will bear interest semi-annually.
Onto Innovation (ONTO) wins support for directors, executive pay and EY auditor
Onto Innovation Inc. stockholders elected seven directors, approved executive officer compensation on an advisory basis, and ratified Ernst & Young LLP as the independent registered public accounting firm for fiscal year 2026 at their annual meeting. All proposals received strong support, indicating continuity in corporate governance. The detailed voting results, including broker non-votes, were reported in an 8-K filing.
Onto Innovation to Participate in Upcoming Investor Events
Onto Innovation Inc. (NYSE: ONTO) announced its senior management will attend several investor events in May and June 2026, including conferences hosted by B. Riley Securities, TD Cowen, Evercore, and Stifel. Management will be available for one-on-one meetings at these events. The company, a leader in process control for the semiconductor industry, also provided recent financial highlights and details on convertible senior notes offerings.
ONTO SEC Filings - Onto Innovation Inc 10-K, 10-Q, 8-K Forms
This article from StockTitan provides an overview of Onto Innovation Inc. (ONTO) SEC filings, including 10-K, 10-Q, and 8-K forms. It highlights key disclosures such as material-event reporting, operating results, and governance information. The article also mentions the availability of AI-generated summaries, impact scoring, and sentiment analysis for each filing, noting that StockTitan tracks 42 SEC filings for ONTO, with the most recent filed on June 30, 2025.
Onto Innovation stock falls on $1.3B convertible note pricing
Onto Innovation Inc. (NYSE: ONTO) shares dropped 3.8% after pricing a $1.3 billion offering of 0.00% Convertible Senior Notes due 2031, an increase from the initial $1.1 billion. The notes have an initial conversion price of $381.80 per share, a 50% premium over the May 18 closing price. The company plans to use the proceeds for capped call transactions, repurchasing common stock, and general corporate purposes, including financing a stake in Rigaku Holdings Corporation.
We Think You Can Look Beyond Onto Innovation's (NYSE:ONTO) Lackluster Earnings
Despite Onto Innovation Inc.'s (NYSE:ONTO) seemingly weak earnings, a deeper analysis reveals positive underlying factors. The company exhibits a strong accrual ratio of -0.10, indicating robust cash conversion where free cash flow significantly exceeded statutory profit. Additionally, unusual items impacting profit suggest that the statutory earnings may be conservative, leading to an optimistic outlook on Onto Innovation's true earning potential.
Onto Innovation prices $1.3B convertible senior notes offering due 2031
Onto Innovation has priced a $1.3 billion offering of convertible senior notes due in 2031. This financial move allows the company to raise capital through debt that can be converted into equity under certain conditions.
Onto Innovation prices $1.3 billion convertible notes offering By Investing.com
Onto Innovation Inc. has priced an upsized offering of $1.3 billion in convertible senior notes due 2031, with an initial conversion price representing a 50% premium to its recent stock price. The company plans to use the net proceeds for capped call transactions, repurchasing shares, general corporate purposes, and potentially financing an acquisition. This debt raise follows strong Q1 2026 earnings and a maintained "Buy" rating from Needham.
Onto Innovation Announces Pricing of Upsized Private Offering of $1.3 Billion of 0.00% Convertible Senior Notes Due 2031
Onto Innovation Inc. (NYSE: ONTO) announced the pricing of an upsized private offering of $1.3 billion in 0.00% Convertible Senior Notes due 2031, an increase from the previously announced $1.1 billion. The notes have an initial conversion price of approximately $381.80 per share, a 50.0% premium to Onto Innovation’s common stock. The company plans to use the net proceeds for capped call transactions, repurchasing approximately 0.8 million shares of its common stock, and for general corporate purposes, including financing the acquisition of shares in Rigaku Holdings Corporation.
ONTO Innovation (NASDAQ: ONTO) SVP has 530 shares withheld to cover equity award taxes
ONTO Innovation SVP, General Counsel, and Corporate Secretary, Yoon Ah Oh, had 530 common shares withheld to cover tax obligations related to the vesting of restricted stock units or performance stock units. This transaction, valued at $271.77 per share, was a tax-withholding disposition, not an open-market sale. Following this non-market transaction, Ms. Oh directly holds 21,110 ONTO common shares.
We Think You Can Look Beyond Onto Innovation's (NYSE:ONTO) Lackluster Earnings
Despite Onto Innovation Inc. (NYSE:ONTO) posting weak earnings, an analysis suggests underlying positive factors. The company showed a strong accrual ratio of -0.10, indicating good cash conversion where free cash flow significantly exceeded statutory profit, and unusual items totaling US$91m impacted reported profit, suggesting the underlying earnings power is better than the statutory numbers. The accrual ratio and the impact of non-recurring unusual items imply that the statutory earnings are conservative.
Onto Innovation to offer $1.1B convertible senior notes
Onto Innovation plans to offer $1.1 billion in convertible senior notes due in 2029 through a private offering. The interest rate, conversion rate, and other terms will be determined upon pricing. The company expects to grant initial purchasers an option to buy an additional $150 million of the notes.
Onto Innovation announces proposed private offering of $1.1 billion of convertible senior notes due 2031
Onto Innovation Inc. announced a proposed private offering of $1.1 billion in convertible senior notes due in 2031. This financial move comes as the company continues its operations in designing, developing, manufacturing, and supporting metrology and inspection tools for the semiconductor industry. The notes offering is part of the company's financial strategy, following recent analyst target adjustments and its Q1 2026 earnings report.
Onto Innovation plans $1.1B convertible notes offering due 2031, up to $300M share repurchase
Onto Innovation (ONTO) announced a proposed private offering of $1.1 billion in convertible senior notes due 2031 to qualified institutional buyers. The company plans to use the proceeds to fund capped call transactions, repurchase up to $300 million in shares, and for general corporate purposes. Capped call hedges are intended to mitigate potential share dilution.
Onto Innovation Announces Proposed Private Offering of $1.1 Billion of Convertible Senior Notes Due 2031
Onto Innovation Inc. announced a proposed private offering of $1.1 billion in convertible senior notes due 2031 to qualified institutional buyers. The company plans to use the proceeds to fund capped call transactions, repurchase up to $300 million of common stock, and for general corporate purposes, including financing the acquisition of a stake in Rigaku Holdings Corporation. The notes will be senior unsecured obligations, and Onto Innovation will enter into capped call transactions to mitigate potential stock dilution upon conversion.
There May Be Some Bright Spots In Onto Innovation's (NYSE:ONTO) Earnings
This article analyzes Onto Innovation's recent earnings performance, highlighting potential positive aspects despite broader market conditions. It delves into the company's financial results and outlook, suggesting areas of strength or recovery for investors to consider.
Onto Innovation: The Advanced Packaging Chokepoint 51.3% undervalued intrinsic discount
The article highlights Onto Innovation (ONTO) as a strategically important semiconductor equipment company in the AI supply chain, focusing on advanced packaging. Its Dragonfly platform's qualification by TSMC for 2.5D advanced packaging positions ONTO to address a critical bottleneck in AI chip manufacturing. The company's technology offers a significant moat, with potential for substantial growth and margin expansion as AI accelerators drive demand for advanced packaging metrology and inspection.
Will Solid Dragonfly G5 & Atlas G6 Traction Fuel More Upside for ONTO?
Onto Innovation (ONTO) is poised for growth in the semiconductor equipment industry, driven by strong traction for its Dragonfly G5 inspection platform and Atlas G6 metrology system, especially in AI-related advanced packaging and next-generation memory production. The company has secured significant contracts, including a $240 million volume purchase agreement for Dragonfly systems, and expects substantial revenue increases in advanced-nodes. Despite competitive pressures from companies like KLA Corporation and Applied Materials, ONTO's stock has significantly outperformed the market, and analysts maintain a strong buy rating.
What Onto Innovation (ONTO)'s Mixed Q1 Results and Upbeat Q2 Outlook Means For Shareholders
Onto Innovation (ONTO) reported mixed Q1 2026 results with higher sales but lower net income and EPS. Despite the profit contraction, the company issued upbeat Q2 guidance, projecting increased revenue and GAAP EPS. This outlook maintains the investment narrative that Onto's tools are crucial for advanced semiconductor packaging, while also introducing a risk related to customer concentration in AI packaging.
Onto Innovation Inc. (ONTO) and Rigaku Deepen their Strategic Partnership
Onto Innovation Inc. (ONTO) has expanded its strategic relationship with Rigaku Holdings, focusing on next-generation semiconductor process control due to increasing design complexity and advanced packaging requirements. The company reported record revenue of $292 million for Q1 2026 and plans to acquire a 27% share in Rigaku for approximately $710 million. This partnership aims to leverage optical metrology and X-ray technology to address emerging opportunities and provide increased value to clients.
Swedbank AB Decreases Stock Position in Onto Innovation Inc. $ONTO
Swedbank AB reduced its stock position in Onto Innovation Inc. (NYSE: ONTO) by 26.6% in the fourth quarter, selling 29,900 shares and retaining 82,600 shares valued at approximately $13.0 million. Despite this reduction, Wall Street analysts maintain a bullish outlook on ONTO, with a consensus "Buy" rating and an average target price of $310.63. Onto Innovation recently reported better-than-expected earnings, with $1.42 EPS against a $1.38 consensus and a 9.5% year-over-year revenue increase to $291.95 million.
Onto Innovation Inc. $ONTO Stock Position Reduced by Pier Capital LLC
Pier Capital LLC has reduced its stake in Onto Innovation Inc. (NYSE: ONTO) by 20.3% in the fourth quarter, now holding 58,183 shares valued at approximately $9.19 million. Despite this reduction, Wall Street analysts maintain a largely bullish outlook on ONTO, with a consensus "Buy" rating and an average price target of $310.63. Onto Innovation recently slightly surpassed EPS estimates but experienced a 6.7% stock decline, although it continues to trade at a high P/E ratio of around 128.
UBS Group AG Reduces Stock Position in Onto Innovation Inc. $ONTO
UBS Group AG significantly reduced its stake in Onto Innovation Inc. (NYSE: ONTO) by 59.4% in the fourth quarter, selling 376,201 shares and retaining 256,731 shares valued at $40.53 million. Despite this reduction, other institutional investors increased their holdings, and analysts largely maintain a "Buy" rating for ONTO with an average price target of $310.63. The semiconductor company recently reported strong quarterly earnings, beating EPS estimates and showing a 9.5% year-over-year revenue increase.
ONTO SEC Filings - Onto Innovation Inc 10-K, 10-Q, 8-K Forms
This page provides a comprehensive resource for Onto Innovation Inc. (ONTO) SEC filings, including 10-K, 10-Q, 8-K, and Form 4 documents. It highlights recent filings detailing executive equity transactions, the adoption of a deferred compensation plan, the registration of stock for the Semilab acquisition, and the completion and amendment of the Semilab USA acquisition. The platform also offers AI-powered summaries and sentiment analysis for these regulatory disclosures.
How Much Upside is Left in Onto Innovation (ONTO)? Wall Street Analysts Think 26.09%
Shares of Onto Innovation (ONTO) have gained 11% recently, closing at $274.17. Wall Street analysts project a potential upside of 26.1%, with a mean short-term price target of $345.71. Despite questions regarding analysts' unbiasedness, strong agreement among analysts and positive earnings estimate revisions, leading to a Zacks Rank #1 (Strong Buy), suggest potential future gains for the stock.
Analysts Offer Insights on Technology Companies: Onto Innovation (ONTO), Intel (INTC) and Qualys (QLYS)
Analysts from Jefferies, Mizuho Securities, and Robert W. Baird have provided insights into three technology companies: Onto Innovation (ONTO), Intel (INTC), and Qualys (QLYS). Onto Innovation received a "Strong Buy" consensus with a price target implying a 7.3% upside, while Intel holds a "Hold" consensus with a -20.5% downside. Qualys also has a "Hold" consensus, but with a 24.5% upside from current levels as of the reports.
Onto Innovation slides 5% as investors parse Q1 profitability and the planned $710M Rigaku stake purchase
Onto Innovation (ONTO) stock dipped 5% after investors reacted to lower Q1 GAAP profitability compared to the previous year, despite record revenue and optimistic Q2 targets. Shareholder sentiment was also impacted by the recently announced plan to acquire a 27% minority stake in Rigaku for approximately $710 million, raising concerns about capital allocation and execution risk. The company reported Q1 2026 revenue of $292 million, with GAAP diluted EPS of $0.67, and provided Q2 guidance anticipating revenue between $320–$330 million and non-GAAP diluted EPS of $1.65–$1.73.
Onto Innovation slides 5% as investors parse Q1 profitability and the planned $710M Rigaku stake purchase
Onto Innovation's stock declined by 5% after investors reacted to lower GAAP profitability in Q1, despite record revenue and strong Q2 targets. Shareholder sentiment was also impacted by the recently announced plan to acquire a 27% stake in Rigaku for approximately $710 million, raising concerns about capital allocation and execution risk. The company reported record Q1 revenue of $292 million but showed reduced GAAP gross and operating margins compared to the previous year.
Needham raises Onto Innovation stock price target to $330 on margins
Needham has increased its price target for Onto Innovation Inc. (NYSE:ONTO) to $330 from $320, maintaining a Buy rating, citing improving gross margins. This upgrade follows Onto Innovation's strong first-quarter 2026 earnings, where the company surpassed analyst expectations for both EPS and revenue. The firm also highlighted the strategic value of the Rigaku alliance, contributing to the positive outlook.
Onto Innovation Inc. (NYSE:ONTO) Q1 2026 Earnings Call Transcript
Onto Innovation Inc. (NYSE: ONTO) reported strong Q1 2026 results, exceeding revenue and EPS guidance driven by demand for AI compute in advanced packaging and advanced nodes. The company announced a strategic collaboration and 27% investment in Rigaku to expand its metrology capabilities with X-ray technology. ONTO expects over 30% revenue growth in 2026 and continued margin expansion, with a positive outlook for new products like Dragonfly G5 and expansion into markets like silicon photonics and panel-level packaging.
ONTO INNOVATION INC. 1Q 2026: Revenue $291.9M, EPS $0.67— 10-Q Summary
ONTO INNOVATION INC. reported its first-quarter 2026 results, showing a 9.5% increase in revenue to $291.9 million, partly due to the acquisition of Semilab USA and higher equipment sales. Despite revenue growth, net income decreased by 48.3% to $33.8 million, and diluted EPS fell to $0.67 from $1.30 in the prior year. The company highlighted improved gross margin due to lower inventory write-downs and reduced contract manufacturing costs.
Earnings call transcript: Onto Innovation beats Q1 2026 earnings expectations
Onto Innovation reported strong Q1 2026 results, exceeding analyst expectations with an EPS of $1.42 and revenue of $292 million, leading to a 1.82% stock increase in after-market trading. The company's growth was driven by advanced packaging and advanced nodes segments, boosted by the new Dragonfly G5 platform launch and a strategic partnership with Rigaku, positioning them for continued success into 2027.
Onto Innovation Reports 2026 First Quarter Results
Onto Innovation Inc. announced record quarterly revenue of $292 million for the first quarter of 2026, marking a nearly 10% sequential increase. The company highlighted successful qualifications of its Dragonfly® G5 system and selection of its Atlas® G6 system, contributing to significant growth in advanced nodes. Additionally, Onto Innovation revealed a strategic collaboration with Rigaku, including a $710 million investment for a 27% ownership stake, to expand its process control suite.
Record sales and Rigaku stake highlight Onto Innovation (ONTO) Q1 2026
Onto Innovation reported a record $291.9 million in Q1 2026 revenue, a 9.5% year-over-year increase, driven by strong demand in advanced semiconductor nodes and the adoption of its new inspection systems. While GAAP net income and EPS declined due to higher operating expenses, non-GAAP results were more stable. The company also announced plans to acquire a 27% stake in Rigaku for approximately $710 million, forming a strategic collaboration in advanced X-ray technologies, and provided an optimistic Q2 2026 revenue outlook of $320–$330 million.
Cantor Fitzgerald reiterates Onto Innovation stock rating on chip equipment outlook
Cantor Fitzgerald reaffirmed its Overweight rating and $325.00 price target for Onto Innovation Inc. (NYSE:ONTO), citing a strengthening outlook for chip equipment in both front-end logic and memory, as well as improving advanced packaging conditions. The firm highlighted new wins with 3Di/G5 products and anticipates upside in the second half of the year from software sales and Rigaku systems. Analysts expect Onto Innovation to achieve $10 earnings per share in calendar year 2027, exceeding consensus estimates.
Stifel reiterates Onto Innovation stock rating ahead of earnings
Stifel maintained its Buy rating and $350.00 price target on Onto Innovation Inc. (NYSE:ONTO) ahead of its Q1 earnings report, scheduled for May 5. The firm expects significant revenue growth into 2027 driven by Advanced Nodes and advanced packaging solutions, despite the stock potentially being overvalued per InvestingPro analysis. Recent strategic moves, including the acquisition of a stake in Rigaku Holdings and qualification of its Dragonfly G5 platform, have led to increased optimism and price target upgrades from several analysts.
ONTO Stock Price Prediction 2025-2026 | Onto Innovation Inc Forecast | 24/7 Wall St.
24/7 Wall St. has issued a "BUY" rating for Onto Innovation Inc (ONTO), setting a 12-month target price of $347.64, which suggests a 16.05% upside from its current price of $299.55. The analysis includes optimistic and conservative scenarios, projecting potential highs of $407.55 and lows of $266.54, respectively. All 7 Wall Street analysts covering the stock also rate it as a Buy.
Onto Innovation (ONTO) price target increased by 22.15% to 319.93
This article reports that the price target for Onto Innovation (ONTO) has been increased by 22.15% to $319.93. No further details are provided in the snippet.
Onto Innovation (ONTO) price target increased by 22.15% to 319.93
This article reports that the price target for Onto Innovation (ONTO) has been increased by 22.15%, raising it to $319.93. The content is very brief, providing only this key financial update.
Onto Innovation Inc. (ONTO): Bares Capital Opens New Position
Bares Capital has re-established a new position in Onto Innovation Inc. (ONTO) in the third quarter of 2025, after previously selling off its entire holding by the second quarter of 2024. Onto Innovation, which designs and manufactures process control tools for the semiconductor industry, is seen by top investors as a key player in the high-end AI chip market due to its specialized inspection tools like the Dragonfly G5 platform. The company's management expects strong demand growth for its Dragonfly platform in 2026, indicating its critical role in advanced AI packaging.
Onto Innovation Likely to Beat on Q1 Earnings: Buy the Stock Now?
Onto Innovation (ONTO) is projected to beat Q1 2026 earnings, driven by strong demand in AI and advanced packaging, particularly due to its Dragonfly platform's momentum. The company expects revenue growth and improved margins, supported by expanded Asian factories and a record backlog. Despite geopolitical risks and a potential softening in power semiconductor revenue, ONTO's strong liquidity and recent strategic partnerships position it for continued growth in the semiconductor industry.
Onto Innovation Inc. (ONTO): Bares Capital Opens New Position
Bares Capital has re-established a position in Onto Innovation Inc. (ONTO), an American company specializing in process control tools for macro-defect inspection and metrology. Onto Innovation is considered a key player in the high-end AI chip market due to its specialized inspection tools, particularly its Dragonfly G5 inspection platform used in 2.5D advanced AI packaging. Despite the potential, the article suggests that other AI stocks might offer better upside potential with less risk.
Vanguard reports 2.75M Onto Innovation shares (NYSE: ONTO) in Schedule 13G
Vanguard Portfolio Management has reported beneficial ownership of 2,751,547 shares of Onto Innovation Inc. (NYSE: ONTO) common stock, representing 5.53% of the class as of March 31, 2026. This disclosure was made in a Schedule 13G filing with the SEC, indicating that Vanguard holds sole dispositive power over all these shares and sole voting power over 8,528 shares. The filing underscores Vanguard's passive investment in the semiconductor equipment and materials company.
Vanguard holds 5.23% of Onto Innovation (NASDAQ: ONTO) in Schedule 13G
Vanguard Capital Management reported a 5.23% beneficial ownership stake in Onto Innovation Inc. (NASDAQ: ONTO) through a Schedule 13G filing. As of March 31, 2026, Vanguard beneficially owned 2,602,830 shares of common stock, with sole dispositive power over all these shares and sole voting power over 379,978 shares. This filing signifies a passive institutional investment position rather than an activist one, clarifying Vanguard's management structure regarding voting and disposition powers for its holdings.
Onto Innovation (ONTO) price target increased by 22.15% to 319.93
This article reports that the price target for Onto Innovation (ONTO) has been increased by 22.15%, raising it to $319.93. The content of the article itself was not provided, only mentioning the new price target.
