Silvant Capital Management LLC Purchases Shares of 6,715 Onto Innovation Inc. $ONTO
Silvant Capital Management LLC has purchased 6,715 shares of Onto Innovation Inc. (NYSE:ONTO) worth approximately $2.54 million, establishing a new position in the semiconductor company. This comes as institutional investors collectively own 98.35% of the company, with several major funds also increasing their holdings. Analysts maintain a generally positive outlook with a consensus "Buy" rating and an average price target of $380.30, following Onto Innovation's strong quarterly earnings beat.
Value Holdings Management CO. LLC Invests $38.66 Million in Onto Innovation Inc. $ONTO
Value Holdings Management CO. LLC has invested $38.66 million in Onto Innovation Inc. (NYSE:ONTO) by purchasing 102,153 shares, making it their 8th biggest holding and representing 0.21% of the company. Onto Innovation, a semiconductor company, recently reported strong Q2 earnings, beating analyst expectations with $1.93 EPS and $343.13 million in revenue, and has a "Buy" consensus rating with an average price target of $380.30. Institutional investors and hedge funds own 98.35% of ONTO stock, indicating strong institutional confidence in the company.
Lisanti Capital Growth LLC Makes New $1.93 Million Investment in Onto Innovation Inc. $ONTO
Lisanti Capital Growth LLC has made a new investment of $1.93 million in Onto Innovation Inc. (NYSE:ONTO), purchasing 5,090 shares during the second quarter. This move aligns with a broader trend of institutional investment, as hedge funds and other investors now collectively own 98.35% of the company's stock. Onto Innovation, a semiconductor company, recently reported strong quarterly earnings, beating analyst estimates, and has received a consensus "Buy" rating from Wall Street analysts with an average price target of $380.30.
BlackRock Inc. Makes New $2.08 Billion Investment in Onto Innovation Inc. $ONTO
BlackRock Inc. has made a significant new investment of $2.08 billion in Onto Innovation Inc. ($ONTO), acquiring over 5.5 million shares and taking an 11.07% stake in the semiconductor company. This investment highlights institutional confidence, with 98.35% of the company's stock owned by institutional investors. Onto Innovation recently reported strong quarterly earnings, beating analyst estimates with $1.93 EPS and a 35.3% revenue increase, and has a consensus "Buy" rating from Wall Street analysts.
Onto Innovation Inc (ONTO) Shares Fall 5.0% -- GF Value Says Still Overvalued
Onto Innovation Inc (ONTO) shares recently fell 5.0% to $299.50, despite impressive year-to-date and one-year gains. GuruFocus's GF Value™ assessment indicates the stock is significantly overvalued at this price, trading 33.7% above its intrinsic value estimate. While ONTO boasts a strong GF Score™ of 85/100, driven by growth and profitability, its financial strength and valuation ranks are weaker, and there have been no insider transactions in the past year, suggesting caution for potential investors.
Onto Innovation (ONTO) Posts Record Revenue And Raises Outlook, Is The Stock Expensive?
Onto Innovation (ONTO) reported record quarterly revenue, raised its outlook, and outlined guidance supporting its role in AI-focused manufacturing. While a popular narrative suggests the stock is 21.2% undervalued with a fair value of $380, its current P/E ratio of 110.8x is significantly higher than the estimated fair ratio of 49.7x and industry averages, indicating a rich valuation. Investors are encouraged to review key facts, rewards, and warning signs to weigh the potential against the valuation risk.
10,776 Shares in Onto Innovation Inc. $ONTO Bought by First National Bank of Omaha
First National Bank of Omaha recently acquired 10,776 shares of Onto Innovation Inc. (NYSE: ONTO) valued at approximately $4.078 million during the second quarter. This move is part of broader institutional investor activity, with several other funds also increasing their stakes in the semiconductor company. Onto Innovation reported strong Q2 earnings, exceeding consensus estimates, and analysts have largely maintained "Buy" ratings with an average target price of $380.30.
Onto Innovation (ONTO) Stock Fair Value Edges Higher After Q3 2026 Guidance
Onto Innovation's (ONTO) fair value estimate has increased from US$369.60 to US$388.45 per share following its Q3 2026 guidance, which included revenue, margin, and earnings targets, alongside plans for an upcoming Analyst and Investor Day. This adjustment reflects a largely bullish outlook from analysts who cite the company's strong execution, record backlog, and alignment with AI-driven demand and advanced packaging. While some risks like customer concentration and high R&D exist, the updated fair value incorporates revised growth and profit margin assumptions.
Onto Innovation (NYSE:ONTO) Gains Attention After Strong Quarter
Onto Innovation (NYSE:ONTO) is gaining market attention following a strong quarterly performance and an upgraded outlook. The company, which specializes in semiconductor equipment and process-control technology, is benefiting from expanding advanced-packaging exposure and increasing demand for precise inspection and measurement in semiconductor manufacturing. Its role in addressing the complexities of chip architecture and leveraging software analytics positions it well for continued growth in the evolving semiconductor industry.
ONTO's $720 Million Rigaku Stake Opens a Major New X-Ray Growth Avenue
Onto Innovation Inc. (ONTO) recently completed a $720 million purchase of a 27% minority stake in Rigaku Holdings, aiming to accelerate joint development of next-generation X-ray process-control technology for semiconductor manufacturing. This strategic investment expands ONTO's technology portfolio, broadening its reach into complex 3D transistor and advanced-packaging structures, and opens access to a significant semiconductor X-ray market estimated at $1 billion. While the potential for growth is substantial, successful integration and market adoption will depend on effective execution and customer qualification.
TimesSquare Capital Management LLC Purchases New Stake in Onto Innovation Inc. $ONTO
TimesSquare Capital Management LLC has acquired a new stake in Onto Innovation Inc. (NYSE: ONTO), purchasing 217,113 shares valued at approximately $82.2 million, making it their 23rd largest portfolio holding. Institutional investors now collectively own 98.35% of the semiconductor company. Analysts maintain a generally positive outlook, with an average "Buy" rating and a consensus price target of $380.30.
Onto Innovation (ONTO) Stock May Be 22% Overvalued Following X Ray Investment
Onto Innovation (ONTO) stock appears overvalued by approximately 22% according to Discounted Cash Flow (DCF) analysis and trades at a P/E of 130.0x compared to an industry average of 53.6x. Despite a 409.3% return over five years and recent investment in X-ray technologies, the valuation checks suggest it's not a clear bargain. The stock's future performance hinges on whether growth expectations, particularly related to AI and X-ray tools, can justify its current premium price.
Why Could Onto Innovation (NYSE:ONTO) Matter to Russell 1000 Watchers?
Onto Innovation (NYSE:ONTO) operates in the technology sector, focusing on semiconductor process-control equipment and software. The company's products are crucial for inspecting and measuring materials during semiconductor manufacturing, particularly for advanced logic, memory, packaging, and silicon photonics. Recent operating results show record revenue and a backlog exceeding a billion dollars, positioning ONTO as a significant player within the Russell 1000 and the broader technology sector.
Onto Innovation (NYSE:ONTO) Trading Up 6.7% - Here's What Happened
Onto Innovation (NYSE:ONTO) saw its share price rise by 6.7% to $353.83, despite trading volume being 32% below its daily average. The company exceeded quarterly expectations with an EPS of $1.93 and revenue of $343.13 million, up 35.3% year-over-year. Analysts maintain a "Buy" rating for ONTO, with an average price target of $380.30, and institutional investors hold a significant 98.35% stake in the stock.
Persistent Asset Partners Ltd Takes $2.25 Million Position in Onto Innovation Inc. $ONTO
Persistent Asset Partners Ltd has acquired a new position of 5,947 shares in Onto Innovation Inc., valued at approximately $2.25 million, making it 0.7% of their portfolio. Onto Innovation, a semiconductor company, has significant institutional ownership, with several other firms also establishing new positions. The company recently surpassed earnings and revenue forecasts and holds a consensus "Buy" rating from analysts with an average price target of $378.11.
Goldman Sachs initiates Onto Innovation stock coverage with buy rating
Goldman Sachs has initiated coverage on Onto Innovation Inc. (NYSE: ONTO) with a Buy rating and a price target of $400, citing AI demand as a key growth driver for the company's inspection and metrology equipment. The firm expects Onto Innovation to outgrow the broader wafer fabrication equipment market through 2028 and achieve strong margin expansion due to its strong position in complex semiconductor designs. Despite being considered overvalued by its Fair Value, the company recently reported strong Q2 2026 financial results, exceeding analyst expectations.
Andar Capital Management HK Ltd Takes $69 Million Position in Onto Innovation Inc. $ONTO
Andar Capital Management HK Ltd has acquired a significant position in Onto Innovation Inc. ($ONTO), purchasing 26.1 million shares valued at $69 million, making it their 10th-largest holding. Analysts maintain a "Buy" rating for ONTO with an average price target of $378.11, following the company's strong Q2 earnings report where it beat EPS estimates and saw a 35.3% year-over-year revenue increase. The stock opened down 1.7% at $331.94, despite robust institutional ownership of 98.35%.
Onto Innovation (ONTO) Is Up 7.6% After Raising Q3 Revenue And Earnings Guidance – What's Changed
Onto Innovation (ONTO) recently announced strong Q2 2026 results and raised its Q3 guidance, projecting higher revenue and GAAP diluted EPS. This positive outlook, driven by demand in AI-driven packaging and advanced nodes, has caused the stock to rise by 7.6%. While the guidance provides some breathing room for the company, the core investment narrative remains focused on execution of high-margin growth, with continued awareness of risks associated with concentrated customer exposure and potential slowdowns in customer spending.
Dockside LLC Makes New Investment in Onto Innovation Inc. $ONTO
Dockside LLC recently acquired a new stake of 4,817 shares in Onto Innovation Inc. (NYSE:ONTO), valued at approximately $1.823 million, during the second quarter. Onto Innovation, a semiconductor company, has seen strong institutional interest, with these investors owning 98.35% of its stock. The company has also received a consensus "Buy" rating from analysts with an average price target of $378.11, following its recent earnings beat where it reported $1.93 EPS and $343.13 million in revenue, exceeding expectations.
Onto Innovation (ONTO) Is Up 7.6% After Raising Q3 Revenue And Earnings Guidance – What's Changed
Onto Innovation (ONTO) saw its stock rise by 7.6% after increasing its Q3 revenue and earnings guidance. The company reported strong Q2 results and projects Q3 revenue between US$380 million and US$400 million, with diluted EPS of US$1.54 to US$1.70, reinforcing its investment narrative driven by demand in AI-driven packaging and advanced nodes. While the guidance provides some breathing room, the company's performance remains sensitive to customer spending in these key areas and potential geopolitical cost pressures.
Bank of America Corp DE Sells 40,024 Shares of Onto Innovation Inc. $ONTO
Bank of America Corp DE has reduced its stake in Onto Innovation Inc. (NYSE:ONTO) by 17.2%, selling 40,024 shares in the first quarter but still holding 192,850 shares valued at approximately $39.5 million. This divestment comes as Onto Innovation reported strong Q1 earnings, surpassing analyst expectations with $1.93 EPS and $343.13 million in revenue, leading to positive analyst sentiment and a "Buy" consensus rating. Despite the positive outlook and strong performance, the stock trades at a high valuation with a P/E ratio of 127.26.
Earnings Estimates Rising for Onto Innovation (ONTO): Will It Gain?
Onto Innovation (ONTO) is experiencing a significant rise in its earnings estimates, suggesting potential for continued stock growth. Analysts show strong optimism, leading to substantially higher consensus estimates for both the upcoming quarter and the full year. With a favorable Zacks Rank #1 (Strong Buy) and positive stock performance, Onto Innovation appears to be a promising investment.
Onto Innovation Jumps 7.5% After Needham Maintains Buy
Onto Innovation Inc. shares surged 7.5% to $313.29 after three Wall Street firms, including Needham, Evercore ISI Group, and Jefferies, upgraded their price targets, signaling increased confidence in the semiconductor equipment maker. Needham raised its target from $330 to $360, Evercore ISI Group from $350 to $390, and Jefferies from $350 to $400, resulting in an average new price target of $383. This synchronized bullish sentiment reflects optimism about the company's growth trajectory within the semiconductor equipment sector.
Onto Innovation Inc Stock (ONTO) Moved Up by 7.27% on Aug 11: What Signal Does It Send?
Onto Innovation Inc. (ONTO) saw its stock rise by 7.27% on August 11, driven by strong fundamental performance and positive industry tailwinds in the semiconductor capital equipment sector. The company exceeded earnings expectations due to high demand for its inspection and metrology platforms, achieved a record order backlog, and expanded profit margins. Analysts responded favorably with rating upgrades and increased price targets, with an average target of $367.47.
Onto Innovation Jumps 7.5% After Needham Maintains Buy
Onto Innovation (ONTO) shares surged 7.5% to $313.29 after three Wall Street firms, including Needham, Evercore ISI Group, and Jefferies, raised their price targets for the semiconductor equipment maker. The average new price target stands at $383, reflecting strong analyst confidence in the company's growth trajectory and market positioning. Investors are advised to monitor the company's momentum towards this target and upcoming earnings reports.
Onto Innovation and Robinhood: investment ideas from Freedom Broker experts
Freedom Broker analysts have maintained "Buy" recommendations for Onto Innovation (ONTO) and Robinhood Markets (HOOD) stocks, projecting significant upside. Onto Innovation is expected to benefit from strong demand in AI infrastructure, evidenced by record Q2 results and a positive Q3 outlook. Robinhood's growth is driven by expanding revenue streams beyond traditional trading, including event-outcome contracts and a growing client base.
Onto Innovation Inc (ONTO) Stock Down 5.5% but Still Overvalued -- GF Score: 86/100
Onto Innovation Inc (ONTO) shares dropped 5.5% to $291.35, yet the stock remains significantly overvalued by 33.4% according to GuruFocus' GF Value™ estimate of $218.43. Despite a strong GF Score™ of 86/100, driven by high growth and profitability, its financial strength and valuation ranks are moderate. The current P/E ratio of 109.5x is considerably higher than its 5-year median, and there have been no insider transactions in the past three months.
Save the Date: Onto Innovation to Host Analyst Event and Participate in Upcoming Investor Conferences
Onto Innovation Inc. (NYSE: ONTO) announced it will host an Analyst Event on December 17, 2026, at the New York Stock Exchange, featuring presentations from its executive leadership team. The company's senior management will also participate in several upcoming investor conferences in August and September 2026, including events hosted by Oppenheimer, Needham, Jefferies, Deutsche Bank, and Citi. Investors can access a live fireside chat with CEO Michael Plisinski and a replay of the webcast on the company's website.
Onto Innovation Completes $720 Million Investment For 27% Stake In Rigaku Holdings
Onto Innovation has finalized a $720 million acquisition for a 27% minority equity stake in Rigaku Holdings Corporation, previously owned by Atom Investment, an affiliate of Carlyle. This investment solidifies a strategic collaboration between Onto Innovation and Rigaku, aimed at advancing next-generation X-ray technologies for semiconductor manufacturing process control. The partnership seeks to address increasing challenges in yield, device performance, reliability, and quality within the semiconductor industry due to complex 3D architectures and advanced materials.
Save the Date: Onto Innovation to Host Analyst Event and Participate in Upcoming Investor Conferences
Onto Innovation Inc. (NYSE: ONTO) announced it will host an Analyst Event on December 17, 2026, at the New York Stock Exchange, featuring presentations from its executive leadership. Additionally, the company's senior management will participate in several upcoming investor conferences throughout August and September 2026, including events hosted by Oppenheimer, Needham, Jefferies, Deutsche Bank, and Citi. Investors can access a live webcast of the Citi conference fireside chat and subsequent replays on the company's website.
Rigaku Receives $720M Minority Investment From Onto Innovation
Rigaku Holdings Corporation, a Japanese provider of advanced X-ray technologies for semiconductor manufacturing process control, secured a $720M minority equity investment from Onto Innovation Inc. The funds will be used to deepen their strategic collaboration with Onto Innovation and accelerate the development of advanced X-ray technologies for emerging semiconductor applications. Rigaku specializes in X-ray thermal analysis and non-destructive testing equipment, serving global customers in semiconductor, academic, and industrial sectors.
Onto Innovation Completes $720 Million Investment in Rigaku Holdings
Onto Innovation Inc. has completed its $720 million acquisition of a 27% minority stake in Rigaku Holdings Corporation, enhancing their strategic partnership in X-ray technologies for semiconductor manufacturing process control. This investment aims to accelerate the development of advanced process control solutions, addressing the increasing complexity of 3D architectures and new materials in semiconductor production. Onto Innovation will gain a director position on Rigaku’s board, fostering collaboration while maintaining separate business operations.
Onto Innovation Inc. Stock 12‑Month Price Target Raised to $378.45, Implies 41% Upside
Onto Innovation Inc.'s average price target has been increased to $378.45 from $366 by 11 analysts, with individual forecasts ranging from $330 to $450 per share. This updated target suggests a potential upside of approximately 41% based on the August 6 closing price. The consensus rating from 12 covering analysts remains a "Buy," with no Hold or Sell recommendations.
Quantinno Capital Management LP Purchases 4,499 Shares of Onto Innovation Inc. $ONTO
Quantinno Capital Management LP increased its stake in Onto Innovation Inc. (NYSE:ONTO) by 29% in the first quarter, acquiring 4,499 additional shares. The semiconductor company recently reported a strong quarterly earnings beat with an EPS of $1.93 and revenue of $343.1 million, exceeding analyst expectations and showing a 35.3% year-over-year increase. Onto Innovation also provided an optimistic third-quarter guidance, indicating strong demand driven by AI-related advanced-packaging.
Onto Innovation (ONTO) Is Up 19.2% After Record Backlog and Upgraded AI Packaging Outlook
Onto Innovation (ONTO) reported strong Q2 2026 results, with revenue of US$343.13 million and a significant increase in EPS. The company raised its outlook, projecting approximately 80% growth in advanced packaging for 2026 and a record backlog exceeding US$1.1 billion, driven by AI demand. This performance reinforces the investment narrative tied to AI-driven advanced packaging, though it also highlights increased dependence on a few key customers.
Onto Innovation Inc. (ONTO) Stock Rises on Q2 2026 Earnings
This article reports that Onto Innovation Inc. (ONTO) stock experienced a rise following its Q2 2026 earnings release. The content of the article is not available beyond the title and publication information.
Onto Innovation Inc. Stock 12‑Month Price Target Raised to $373.45, Implies 39% Upside
Onto Innovation Inc.'s stock (ONTO) has seen its average 12-month price target raised by analysts from $366 to $378.45, representing a potential upside of approximately 41% from its Aug. 6 closing price. The consensus rating for the stock remains a "Buy" from all 12 covering analysts. This update is based on estimates from 11 analysts, with forecasts ranging between $330 and $450 per share.
ONTO INNOVATION INC. Q2 2026: Revenue $343.1M, EPS $1.21— 10-Q Summary
ONTO INNOVATION INC. reported strong financial results for Q2 2026, with revenue reaching $343.1 million and diluted EPS of $1.21. This performance was driven by increased demand for inspection and metrology systems, leading to significant year-over-year growth in both revenue and net income. The company also highlighted strategic moves, including a planned acquisition and ongoing integration activities.
Onto Innovation Inc (ONTO) (Q2 2026) Earnings Call Highlights: Record Revenue and Backlog ...
Onto Innovation Inc. (ONTO) reported record Q2 2026 revenue of $343 million, a 35% year-over-year increase, and a record backlog exceeding $1.1 billion, with significant portions covering 2027. The company saw strong growth in advanced nodes and advanced packaging, particularly driven by demand for its Dragonfly G5 in HBM and 2.5D logic applications. Despite some sequential decline in specialty device revenue and persistent gross margin headwinds from input costs, ONTO provided strong Q3 guidance and expects continued growth into 2027, driven by new product adoption and market share gains.
Onto Innovation (NYSE: ONTO) posts 35% Q2 revenue jump and $1.5B convert deal
Onto Innovation Inc. reported a strong Q2 2026 performance with a 35.3% year-over-year revenue increase to $343.1 million and a gross margin of 53.4%. The company also saw its liquidity significantly strengthen to $1.9 billion, primarily due to the issuance of $1.5 billion in 0.00% convertible senior notes due 2031. This financial report details the company's robust growth, strategic investments, and the implications of its new convertible debt, while also outlining its financial position and future outlook.
Onto Innovation (NYSE:ONTO) Jumps 12% on Strong Q2 Results and Upbeat Guidance
Onto Innovation (NYSE:ONTO) saw its stock jump 12% in extended trading after reporting Q2 results that significantly beat analyst expectations and providing strong Q3 guidance. The company's revenue and non-GAAP diluted EPS surpassed consensus estimates, and its Q3 revenue and EPS guidance also came in comfortably ahead of forecasts. This positive performance marks a reversal for the stock, which had fallen about 15% in the month prior to the report.
Onto Innovation surges on earnings beat and strong guidance
Onto Innovation Inc. reported strong second-quarter results, surpassing analyst expectations for both earnings and revenue, and provided optimistic guidance for the third quarter. The semiconductor equipment maker saw its shares jump over 13% in after-hours trading due to record revenue in advanced nodes and advanced packaging, driven by robust end-market demand and a growing backlog. The company also demonstrated improved gross and operating margins, along with significant cash generation.
(ONTO) Onto Innovation Inc. Expects Q3 Adjusted EPS Range $2.18 - $2.38
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Earnings Flash (ONTO) Onto Innovation Inc. Posts Q2 Adjusted EPS $1.93 per Share, Vs. FactSet Est of $1.69
Onto Innovation Inc. (ONTO) announced its Q2 adjusted EPS of $1.93 per share, significantly surpassing the FactSet estimate of $1.69 per share. This indicates a strong financial performance for the company during the second quarter.
Janus Henderson Group PLC Decreases Stake in Onto Innovation Inc. $ONTO
Janus Henderson Group PLC reduced its stake in Onto Innovation Inc. by 27.3% in the first quarter, selling 25,872 shares and retaining 68,999 shares. Despite this, institutional investors still hold 98.35% of the company's stock. Onto Innovation reported strong Q1 earnings, beating analyst expectations, and maintains a "Buy" consensus rating from analysts with an average price target of $339.60.
Empowered Funds LLC Buys 11,883 Shares of Onto Innovation Inc. $ONTO
Empowered Funds LLC significantly increased its stake in Onto Innovation Inc. (NYSE: ONTO) by 703.6% in the first quarter, purchasing an additional 11,883 shares, bringing their total holding to $2.78 million. Other institutional investors also adjusted their positions, and 98.35% of the company's stock is now owned by institutional investors. Onto Innovation has a "Buy" rating from analysts with a consensus target price of $339.60, and recently reported strong quarterly earnings, beating estimates with $1.42 EPS and a 9.5% year-over-year revenue increase.
Is Onto Innovation (ONTO) Still Worth A Premium On Strong Growth Forecasts?
Onto Innovation (ONTO) is facing an upcoming earnings report with strong growth forecasts, including expected quarterly earnings of $1.68 per share and revenue of $325.6 million. Despite recent share price volatility, the stock has shown significant year-to-date and 1-year returns, leading to a debate about whether its current premium valuation is justified, especially given its strategic role in advanced packaging for AI chips. While a bullish narrative suggests it is undervalued with a fair value of $380, its high P/E ratio of 134.4x compared to peers raises concerns about potential overvaluation.
Onto Innovation (ONTO) Q2 Earnings on the Horizon: Analysts' Insights on Key Performance Measures
Analysts expect Onto Innovation (ONTO) to report strong Q2 earnings, with an anticipated 34.4% year-over-year increase in EPS to $1.68 per share and revenues reaching $325.6 million, up 28.4%. Key revenue drivers are projected to be Systems and Software, Parts, and significant growth in geographic revenues from the United States, China, and Taiwan. The company currently holds a Zacks Rank #1 (Strong Buy), indicating potential market outperformance.
Amundi Lowers Stake in Onto Innovation Inc. $ONTO
Amundi reduced its stake in Onto Innovation Inc. (NYSE:ONTO) by 6.6% in the first quarter, selling 9,256 shares but still retaining a significant holding valued at $26.8 million. Meanwhile, other institutional investors like Goldman Sachs and UBS Asset Management increased their positions. Onto Innovation, a semiconductor company, beat quarterly EPS estimates, and analysts maintain a consensus "Buy" rating with an average price target of $339.60.
California State Teachers Retirement System Raises Holdings in Onto Innovation Inc. $ONTO
The California State Teachers Retirement System significantly increased its stake in Onto Innovation Inc. (NYSE: ONTO) by 22.1% in the first quarter, now holding 56,775 shares valued at $11.6 million. This move is consistent with positive analyst sentiment, as the company maintains a consensus "Buy" rating and has exceeded recent earnings expectations. Onto Innovation, a semiconductor company, reported adjusted EPS of $1.42 against an expected $1.38, with revenue increasing 9.5% year-over-year.
