Needham Raises Price Target for Onto Innovation (ONTO) to $275
Needham has increased its price target for Onto Innovation (ONTO) to $275, maintaining a 'Buy' rating. This follows a trend of positive analyst ratings and raised price targets for ONTO from various firms in recent weeks, suggesting continued market optimism. Despite these upgrades, GuruFocus's GF Value estimates a potential downside for the stock based on its fair value calculations.
Onto Innovation (ONTO) slides 5.5% as investors weigh a small Q4 earnings miss and margin pressure despite upbeat Q1 outlook
Onto Innovation (ONTO) stock dropped 5.5% after its Q4 earnings slightly missed consensus, showing year-over-year profitability pressure and weaker GAAP margins. Despite solid Q1 guidance, the market focused on near-term execution and margin trends, as a new $240 million volume purchase agreement with a leading HBM manufacturer for Dragonfly systems didn't alleviate investor concerns.
Onto Innovation Inc (ONTO) Shares Gap Down to $212.91 on Feb 20
Onto Innovation Inc (ONTO) shares gapped down by 5.51% to $212.91 on February 20, reaching an intraday low of $210.55. Despite the dip, ONTO is still significantly above its 52-week low. Wall Street analysts maintain an "Outperform" rating with an average target price of $226.78, though GuruFocus estimates a potential 20% downside based on its GF Value of $170.33.
Onto Innovation stock hits 52-week high at 230.47 USD
Onto Innovation Inc. (ONTO) recently hit a 52-week high of $230.47, driven by a 113% surge in the past six months and a 43% year-to-date gain, reflecting strong fundamentals and profitability. Despite its premium P/E ratio and InvestingPro's fair value analysis suggesting it might be overvalued, analysts have a positive outlook, with Needham and Cantor Fitzgerald raising price targets and anticipating further growth. The company's recent strong revenue and gross margin performance, along with optimistic revenue guidance, further support these positive sentiments.
Onto Innovation Inc. (NYSE:ONTO) Q4 2025 Earnings Call Transcript
Onto Innovation Inc. (NYSE: ONTO) reported Q4 2025 earnings, missing EPS expectations slightly but achieving record revenue of $267 million. The company is experiencing significant growth in advanced packaging, driven by AI device demand, and announced a $240 million volume purchase agreement for HBM metrology. Onto Innovation projects strong growth into 2026 for both advanced packaging and advanced nodes, with revenue expected to exceed $300 million in Q2 2026.
Onto Innovation Reports 2025 Fourth Quarter and Full Year Results
Onto Innovation Inc. announced its financial results for the fourth quarter and full year 2025, reporting record revenue of $267 million for Q4 and $1.005 billion for the full year. Despite revenue growth, net income and gross margin saw declines compared to the previous year. The company highlighted strategic acquisitions and a new volume purchase agreement as key business developments, with a positive outlook for the first quarter of fiscal year 2026.
Onto Innovation Reports 2025 Fourth Quarter and Full Year Results
Onto Innovation Inc. announced record quarterly revenue of $267 million and full-year revenue of $1.005 billion for 2025, driven by strategic acquisitions and strong customer engagement in advanced semiconductor applications. The company shipped next-generation Dragonfly® systems and secured a significant volume purchase agreement for high bandwidth memory manufacturers. Onto Innovation anticipates continued growth in 2026, outperforming the semiconductor equipment market, fueled by global AI investments.
(ONTO) Onto Innovation Inc. Expects Q1 Revenue Range $275.0M - $285.0M
Onto Innovation Inc. (ONTO) expects its Q1 revenue to be in the range of $275.0 million to $285.0 million. This announcement follows their Q4 2025 earnings call where adjusted earnings fell despite a rise in revenue. The company also provided guidance for Q1 adjusted EPS between $1.26 and $1.36.
Exploring Onto Innovation's Earnings Expectations
Onto Innovation (NYSE: ONTO) is scheduled to release its quarterly earnings on February 19, 2026, with analysts expecting an EPS of $1.27. Investors will be keenly watching for the company to surpass estimates and provide positive future guidance. The stock has seen a 31.62% increase over the last 52 weeks, and a previous earnings beat led to a 5.57% share price rise.
Stifel Raises Price Target for Onto Innovation (ONTO) to $215
Stifel analyst Brian Chin has raised the price target for Onto Innovation (ONTO) to $215 from $180, while maintaining a 'Hold' rating. This adjustment reflects a 19.44% increase in the price target. Other firms like Cantor Fitzgerald, Needham, and B. Riley Securities have also recently increased their price targets for ONTO, with the average analyst target price being $226.78.
Cantor Fitzgerald Upgrades Onto Innovation (ONTO)
Cantor Fitzgerald has upgraded Onto Innovation (ONTO) from Neutral to Overweight. Despite the upgrade, the average one-year price target suggests a 4.31% downside from its current closing price. Institutional ownership in ONTO has seen a decrease in funds reporting positions, but with varying portfolio reallocations among major holders, indicating mixed sentiment.
Onto Innovation Stock: A Deep Dive Into Analyst Perspectives (6 Ratings)
Six analysts have evaluated Onto Innovation (NYSE: ONTO) in the last three months, showing a mixed yet generally positive outlook. The average price target has increased by 36.04% to $225.83, with a high estimate of $275.00 and a low of $180.00. While the company faces challenges in revenue growth and asset utilization, it demonstrates strong profitability with an impressive net margin.
Onto Innovation stock upgraded by Cantor on earnings upside potential
Cantor Fitzgerald has upgraded Onto Innovation Inc. (NYSE:ONTO) to Overweight from Neutral, raising its price target to $275 due to anticipated strong earnings performance. The firm expects the semiconductor equipment maker to surpass expectations and increase guidance for first-half 2026 revenue. This upgrade is driven by an improving market backdrop and positive outlook for the company's Dragonfly G5 product.
Cantor Fitzgerald upgrades Onto Innovation (ONTO) to Overweight Feb 16, 2026
Cantor Fitzgerald has upgraded Onto Innovation Inc. (ONTO) to Overweight from Neutral, citing a stronger outlook for semiconductor equipment demand. The upgrade signals increased confidence in ONTO's revenue and margin momentum, although no new price target was issued. Investors are advised to consider this alongside earnings, backlog, and end-market trends, as ONTO has a market capitalization of over $10 billion.
TimesSquare Capital Management LLC Buys 94,844 Shares of Onto Innovation Inc. $ONTO
TimesSquare Capital Management LLC significantly increased its stake in Onto Innovation Inc. (NYSE:ONTO) by 79.4% in the third quarter, purchasing an additional 94,844 shares to hold a total of 214,331 shares valued at approximately $27.7 million. Onto Innovation, a semiconductor company, is broadly viewed positively by analysts with a "Moderate Buy" consensus rating and an average price target of $193.75, with some firms recently raising their targets. The stock trades near $217, has a market cap of about $10.6 billion, and sees high institutional ownership at 98.35%.
ING Groep NV Boosts Stock Position in Onto Innovation Inc. $ONTO
ING Groep NV significantly increased its stake in Onto Innovation Inc. (NYSE:ONTO) by 80.8% in Q3, acquiring 43,300 additional shares, bringing its total holding to 96,900 shares valued at $12.52 million. Other institutional investors, such as Goldman Sachs, also boosted their positions, leading to institutional investors owning nearly 98.35% of the company's stock. Analysts maintain a "Moderate Buy" consensus rating with an average price target of $193.75, even as ONTO currently trades around $222.34.
Truist Financial Corp Takes $625,000 Position in Onto Innovation Inc. $ONTO
Truist Financial Corp initiated a new position in Onto Innovation Inc. (NYSE: ONTO) during the third quarter, acquiring 4,836 shares valued at approximately $625,000. This move is part of a broader trend of institutional investment, with hedge funds and other institutional investors owning about 98.35% of the company's stock. Analysts generally maintain a "Moderate Buy" rating for ONTO, with an average price target of $193.75, and some firms have recently raised their price targets.
Onto Innovation stock hits 52-week high at 227.26 USD
Onto Innovation Inc. (ONTO) reached a new 52-week high of $227.26, reflecting a 108.02% surge over the past six months and a 37.91% gain year-to-date, with its financial health rated "GREAT" by InvestingPro. This follows the company's recent acquisition of key product lines from Semilab International, valued at approximately $495 million, aimed at enhancing its capabilities in semiconductor materials analysis. Despite an apparent overvaluation based on its P/E ratio, the company's strategic moves and upcoming earnings report are drawing significant market attention.
Onto Innovation stock hits 52-week high at 227.26 USD By Investing.com
Onto Innovation Inc. (ONTO) stock reached a new 52-week high of $227.26, reflecting a significant upward trend with a 108.02% surge over six months and a 37.91% year-to-date gain. Despite being overvalued based on its P/E ratio of 61.12, the company recently acquired key product lines from Semilab International’s materials analysis business for approximately $495 million, aiming to enhance its semiconductor industry capabilities. Investors are keenly watching its upcoming earnings report on February 19th.
Onto Innovation Inc (ONTO) Stock Price Up 2.74% on Feb 11
Onto Innovation Inc. (ONTO) saw its stock price increase by 2.74% on February 11, closing at $223.68. This places the stock near its 52-week high, with average analyst price targets suggesting a potential downside. GuruFocus's estimated GF Value also indicates a possible downside from the current price.
Onto Innovation stock hits 52-week high at 227.26 USD
Onto Innovation Inc. (ONTO) reached a new 52-week high of $227.26, reflecting a significant increase of 108.02% over six months and 37.91% year-to-date. The company's financial health is rated "GREAT" by InvestingPro, and it recently acquired key product lines from Semilab International's materials analysis business to enhance its capabilities in the semiconductor industry. Investors are anticipating its next earnings report on February 19.
Lam Research Stock's High P/E: Justified Premium or Too Pricey to Buy?
Lam Research (LRCX) trades at a high forward P/E ratio of 38.14, exceeding the industry average, but its premium valuation is justified by strong growth prospects driven by AI and high-performance computing. The company has demonstrated robust financial performance, including significant revenue and earnings growth, and is strategically positioned to capitalize on increasing demand for advanced semiconductors critical to AI. Analysts anticipate continued revenue and EPS growth for Lam Research, earning it a Zacks Rank #1 (Strong Buy).
Onto Innovation (ONTO) Outperforms Broader Market: What You Need to Know
Onto Innovation (ONTO) recently closed at $214.08, showing a 2.68% increase, outpacing the S&P 500's 0.47% gain. The company's stock has risen by 9.94% in the last month, exceeding its sector and the S&P 500. Investors are anticipating its earnings report on February 19, 2026, with projected earnings of $1.27 per share and revenue of $266.11 million.
Onto Innovation Inc. (NYSE:ONTO) Given Average Rating of "Moderate Buy" by Analysts
Onto Innovation Inc. (NYSE: ONTO) has received a consensus "Moderate Buy" rating from ten analysts, with an average 12-month price target of $193.75. Several firms recently raised their price targets, indicating a positive outlook for the semiconductor company. The stock has seen a 10.6% increase, trading above its 50-day and 200-day moving averages, and institutional investors hold a significant portion of its shares.
Onto Innovation Inc. (ONTO): A Bull Case Theory
This article summarizes a bullish thesis on Onto Innovation Inc. (ONTO), projecting an 80-100%+ upside over 1-2 years due to AI demand, a semiconductor supercycle, and operational execution. Key drivers include the impending shipment of the Dragonfly 5 system to TSMC, the accretive Semilab acquisition, and ONTO's insulation from China risks. The company is positioned for multi-year revenue and EPS growth, with significant upside potential.
Bessemer Group Inc. Has $24.51 Million Holdings in Onto Innovation Inc. $ONTO
Bessemer Group Inc. significantly increased its stake in Onto Innovation Inc. (NYSE: ONTO) by 52.2% during the third quarter, bringing its total holdings to 189,673 shares valued at approximately $24.51 million. This move coincides with Onto Innovation's stock jumping 10.6% and numerous analysts raising their price targets, despite a year-over-year revenue decline in its latest quarterly results. The company maintains a "Moderate Buy" consensus rating among analysts, with an average price target of $193.75.
Hantz Financial Services Inc. Buys 4,935 Shares of Onto Innovation Inc. $ONTO
Hantz Financial Services Inc. significantly increased its holdings in Onto Innovation Inc. (ONTO) by 629.5%, purchasing an additional 4,935 shares to bring its total to 5,719 shares valued at approximately $739,000. Other institutional investors like William Blair, Qube Research, and Voya also made substantial additions to their holdings, resulting in institutional investors now owning 98.35% of the company. Onto Innovation's stock was recently up 10.6%, trading at $208.81, and the company reported beating EPS estimates despite a 13.5% year-over-year revenue decline.
Onto Innovation Inc. $ONTO Shares Sold by Mirae Asset Global Investments Co. Ltd.
Mirae Asset Global Investments Co. Ltd. significantly reduced its stake in Onto Innovation Inc. (NYSE:ONTO) by 98.8% in the third quarter, selling 73,384 shares and retaining only 909 shares. Despite this reduction, institutional ownership of Onto Innovation remains high at 98.35%. Analysts maintain a largely positive outlook, with a "Moderate Buy" consensus rating and an average price target of $193.75 for the semiconductor company.
Onto Innovation Inc. (ONTO): A Bull Case Theory
This article summarizes a bullish thesis on Onto Innovation Inc. (ONTO), highlighting its potential for 80-100%+ upside in 1-2 years due to AI demand, a semiconductor cyclical inflection, and operational execution. Key drivers include the upcoming shipment of its Dragonfly 5 system to TSMC, boosting market share and margins, and the accretive Semilab acquisition. ONTO is positioned for significant revenue and EPS growth, despite currently trading at a trough multiple compared to its peers.
Penserra Capital Management LLC Boosts Stake in Onto Innovation Inc. $ONTO
Penserra Capital Management LLC significantly increased its stake in Onto Innovation Inc. by 43.4% in Q3, now owning 0.57% of the company worth $35.85 million. Other institutional investors have also adjusted their positions, and 98.35% of the company's stock is institutionally owned. Despite a slight revenue miss, Onto Innovation posted an EPS beat and provided optimistic Q4 2025 guidance, leading to a "Moderate Buy" consensus rating and several raised price targets from analysts.
Onto Innovation (ONTO) Price Target Increased by 20.72% to 207.88
Onto Innovation (NYSE: ONTO) has seen its average one-year price target increased by 20.72% to $207.88 per share, up from $172.20. This new target represents a 4.01% increase from its latest closing price of $199.86. Analyst targets range from $161.60 to $273.00, and institutional ownership data indicates a bullish outlook with a put/call ratio of 0.25 and significant increases in holdings by some key investors like William Blair Investment Management and Wellington Management Group.
Onto Innovation (ONTO) Declines More Than Market: Some Information for Investors
Onto Innovation (ONTO) recently closed down 1.23% at $199.94, underperforming the broader market. Despite this daily dip, the stock had previously gained 13.61% over the past month. The company is set to release its earnings on February 19, 2026, with analysts expecting a Q1 EPS of $1.27 and revenue of $266.11 million.
Peterson Wealth Services Buys 26,379 Shares of Onto Innovation Inc. $ONTO
Peterson Wealth Services significantly increased its stake in Onto Innovation Inc. (NYSE:ONTO) by 155,170.6% in the third quarter, acquiring 26,379 additional shares to hold a total of 26,396 shares valued at $3.41 million. This makes Onto Innovation the firm's 27th largest holding, representing 0.8% of its portfolio. Onto Innovation reported mixed Q3 results with EPS beating estimates but revenue slightly missing, and analysts maintain a "Moderate Buy" rating for the semiconductor company.
Thrivent Financial for Lutherans Acquires 215,274 Shares of Onto Innovation Inc. $ONTO
Thrivent Financial for Lutherans increased its stake in Onto Innovation Inc. (NYSE:ONTO) by 73.1% in the third quarter, acquiring an additional 215,274 shares, bringing their total ownership to 509,827 shares valued at $65.88 million. Onto Innovation reported strong Q3 earnings, beating analyst estimates, and provided positive Q4 2025 guidance. Analysts maintain a "Moderate Buy" rating with an average price target of $193.75 for the semiconductor company.
Onto Innovation Inc. $ONTO Shares Sold by Federated Hermes Inc.
Federated Hermes Inc. significantly reduced its stake in Onto Innovation Inc. (NYSE:ONTO) by 77.2% in the third quarter of 2025, selling 297,322 shares and retaining 87,655 shares valued at approximately $11.33 million. Despite this, other hedge funds either maintained or modestly increased their positions, with institutional investors holding 98.35% of the semiconductor company's stock. Analysts generally rate ONTO as a "Moderate Buy" with a consensus price target of $193.75, while the stock recently traded at $202.09 with a market capitalization of $9.9 billion.
Onto Innovation's 4Di InSpec SR Wins SPIE Prism Award 2026
Onto Innovation's 4Di InSpec™ SR Surface Roughness Gauge has won the 2026 SPIE PRISM Award in the Test and Measurement category. This portable, vibration-immune 3D surface roughness tester offers nanometer-level vertical resolution for various materials in non-lab environments. The award highlights the product's innovation, technical excellence, and ability to solve practical measurement challenges.
Onto Innovation (ONTO) to Release Earnings on Thursday
Onto Innovation (ONTO) is set to release its Q4 2025 earnings before the market opens on Thursday, February 5th. Analysts project earnings per share of $1.27 and revenue of $265.78 million, with the company having previously guided EPS between $1.18 and $1.33. The semiconductor company's stock has shown strong performance, and analysts generally have a "Moderate Buy" rating with an average target price of $193.75.
How Investors May Respond To Onto Innovation (ONTO) Upbeat Analyst Revisions Before Mixed Earnings Expectations
Onto Innovation (ONTO) is seeing increased attention before its upcoming earnings report, with analysts revising earnings estimates upward despite mixed revenue and EPS expectations compared to last year. This optimism is influencing the investment narrative, as the company acts as a key supplier to semiconductor manufacturing. Investors are urged to consider multiple perspectives on its valuation and risk-reward profile, with the stock's recent surge potentially already reflecting near-term positive sentiment.
Onto Innovation to Report Fourth Quarter and Full Year 2025 Financial Results on February 19, 2026
Onto Innovation Inc. (NYSE: ONTO) announced it will release its fourth quarter and full year 2025 financial results on February 19, 2026, after the market closes. CEO Michael P. Plisinski and CFO Brian Roberts will host a conference call and webcast at 4:30 p.m. ET to discuss the results. The company, a leader in process control technologies for the semiconductor industry, will make a replay of the call available on its website.
Onto Innovation to Report Fourth Quarter and Full Year 2025 Financial Results on February 19, 2026
Onto Innovation Inc. will release its Q4 and full-year 2025 financial results on February 19, 2026, after the market closes. The company will host a conference call and audio webcast with CEO Michael P. Plisinski and CFO Brian Roberts to discuss the results. The webcast will be available on the company's website at www.ontoinnovation.com.
EFG Asset Management North America Corp. Purchases Shares of 11,990 Onto Innovation Inc. $ONTO
EFG Asset Management North America Corp. has acquired 11,990 shares of Onto Innovation Inc. (NYSE:ONTO) during the third quarter, valued at approximately $1.55 million, bringing institutional ownership to about 98.35%. Several other hedge funds also adjusted their positions in ONTO. Analysts maintain a "Moderate Buy" consensus with an average target price of $193.75 for the semiconductor company.
Mutual of America Capital Management LLC Boosts Holdings in Onto Innovation Inc. $ONTO
Mutual of America Capital Management LLC increased its stake in Onto Innovation Inc. (NYSE:ONTO) by 24.2% in the third quarter of 2025, holding 59,440 shares valued at approximately $7.68 million. Several other institutional investors also significantly boosted their positions, leading to institutional investors owning about 98.35% of the company. Onto Innovation beat Q3 EPS estimates but saw revenue decline year-over-year, and the stock currently has an average analyst rating of "Moderate Buy."
Onto Innovation Inc. $ONTO Shares Sold by SG Americas Securities LLC
SG Americas Securities LLC reduced its stake in Onto Innovation (NYSE: ONTO) by 80.5% in the third quarter of 2025, selling over 9,000 shares. Despite this, institutional investors collectively own 98.35% of the semiconductor company's stock. Onto Innovation reported Q3 EPS of $0.92, surpassing estimates, and analysts have set an average price target of $193.75 with a "Moderate Buy" consensus rating.
Y Intercept Hong Kong Ltd Has $3.53 Million Position in Onto Innovation Inc. $ONTO
Y Intercept Hong Kong Ltd significantly reduced its stake in Onto Innovation Inc. by 54.2% in Q3, selling over 32,000 shares but still maintaining a holding valued at $3.53 million. Despite this reduction, other institutional investors increased their positions in the semiconductor company. Onto Innovation slightly beat Q3 EPS estimates but reported a year-over-year revenue decline, with analysts maintaining a "Moderate Buy" rating and several increasing their price targets.
Universal Beteiligungs und Servicegesellschaft mbH Acquires 13,714 Shares of Onto Innovation Inc. $ONTO
Universal Beteiligungs und Servicegesellschaft mbH increased its stake in Onto Innovation Inc. (NYSE: ONTO) by 36.6% by acquiring an additional 13,714 shares, bringing its total holdings to 51,176 shares valued at approximately $6.61 million. This move is part of a broader trend of institutional investors significantly increasing their positions in Onto Innovation, with 98.35% of the stock now owned by institutions. Analysts have also become more optimistic, raising price targets and assigning an average "Moderate Buy" rating for ONTO.
Onto Innovation Inc (ONTO) Stock Price Down 3.34% on Jan 26
Onto Innovation Inc (ONTO) stock experienced a 3.34% decrease in mid-day trading on January 26, reaching an intraday low of $201.72 before closing at $204.81. Analysts forecast an average target price of $203.80, suggesting a slight downside from its current price, while GuruFocus estimates a GF Value of $166.10, indicating an 18.9% downside. The stock's average brokerage recommendation is "Outperform" based on 9 firms.
Onto Innovation (ONTO) Stock Sinks As Market Gains: Here's Why
Onto Innovation (ONTO) stock closed down 2.43% despite a general market gain, with the S&P 500, Dow, and Nasdaq all rising. However, ONTO shares have outperformed over the past month, gaining 31.97% against a sector loss and S&P 500 gain. Analysts predict a 15.89% decrease in EPS for the upcoming earnings report but a slight increase in revenue.
Verdence Capital Advisors LLC Has $4.61 Million Holdings in Onto Innovation Inc. $ONTO
Verdence Capital Advisors LLC increased its stake in Onto Innovation Inc. (NYSE:ONTO) by 18.6% during the third quarter, bringing its total holdings to 34,316 shares valued at approximately $4.61 million. Institutional investors now own about 98.35% of the semiconductor company's stock. Onto Innovation reported strong third-quarter earnings, beating analyst estimates, and currently has a "Moderate Buy" rating from analysts with a consensus price target of $186.25, while trading around $220.44.
Onto Innovation Inc. (NYSE:ONTO) Sees Large Drop in Short Interest
Onto Innovation Inc. (NYSE:ONTO) experienced a significant 23.8% decline in short interest in December, reaching 1,295,151 shares as of December 31st, representing 2.7% of the company's shares. This reduction in short interest is accompanied by increased institutional ownership, with major investors like Vanguard and William Blair significantly boosting their stakes in the third quarter. The company recently traded near $220.44, with a market cap of approximately $10.8 billion, a P/E ratio of 62.27, and holds a "Moderate Buy" consensus analyst rating.
A Look At Onto Innovation (ONTO) Valuation As Analyst Upgrades Follow Stronger AI And Semiconductor Spending Signals
Onto Innovation (ONTO) has seen analyst upgrades due to stronger AI and semiconductor spending signals, leading to significant recent share price momentum. Despite a narrative fair value of US$172, the stock is currently trading around US$217.85, suggesting it may be overvalued based on current earnings and margin assumptions. However, future growth potential linked to customer demand and successful Semilab integration could challenge this valuation.
