Bridge City Capital Increases Onto Innovation Stake to 47,342 Shares
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 22 2025
0mins
Source: Fool
- Stake Increase: Bridge City Capital disclosed an acquisition of 31,096 additional shares of Onto Innovation, raising its total holdings to 47,342 shares valued at $6.12 million as of September 30, 2025, indicating sustained confidence in the semiconductor sector.
- Asset Allocation: Onto Innovation now represents 1.63% of Bridge City Capital's 13F reportable assets, highlighting its significance in the portfolio and potentially influencing future investment decisions.
- Market Performance: As of November 11, 2025, Onto Innovation shares were priced at $133.44, down 23.59% over the past year, underperforming the S&P 500 by 38.39 percentage points, which may present a buying opportunity for investors.
- Industry Outlook: Given the strong demand for AI chips, Bridge City Capital's increased stake likely reflects optimistic expectations for semiconductor process control companies, especially in the context of current low valuations that may attract more investor interest.
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Analyst Views on ONTO
Wall Street analysts forecast ONTO stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for ONTO is 172.00 USD with a low forecast of 126.00 USD and a high forecast of 200.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
8 Analyst Rating
6 Buy
2 Hold
0 Sell
Strong Buy
Current: 213.700
Low
126.00
Averages
172.00
High
200.00
Current: 213.700
Low
126.00
Averages
172.00
High
200.00
About ONTO
Onto Innovation Inc. is engaged in the design, development, manufacture and support of metrology and inspection tools for the semiconductor industry. The Company’s products include Automated Metrology Systems; Integrated Metrology Systems; Silicon Wafer All-surface Inspection/Characterization; Macro Defect Inspection; Automated Defect Classification and Pattern Analysis; Yield Analysis; Opaque Film Metrology, and others. Its products are used by silicon wafer manufacturers, semiconductor integrated circuit fabricators, and advanced packaging manufacturers operating in the semiconductor market. Its products are also used for process control in several other specialty device manufacturing markets, including light-emitting diodes, vertical-cavity surface-emitting lasers, micro-electromechanical systems, CMOS image sensors, silicon and compound semiconductor power devices, analog devices, RF filters, and others. It also offers three advanced product lines, including FAaST, CnCV and MBIR.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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