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ONTO Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
189.285
Open
188.300
VWAP
186.07
Vol
342.46K
Mkt Cap
9.58B
Low
182.300
Amount
63.72M
EV/EBITDA(TTM)
34.82
Total Shares
49.70M
EV
8.94B
EV/OCF(TTM)
27.23
P/S(TTM)
9.45
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.
Show More

Events Timeline

(ET)
2026-02-19
16:20:00
Sees Q1 Revenue of $275M-$285M
select
2026-02-19
16:20:00
Onto Innovation Q4 Revenue at $266.9M, Slightly Below Consensus
select

News

seekingalpha
9.5
02-20seekingalpha
Onto Innovation Reports Record Q4 2025 Revenue Driven by AI Demand
  • Record Performance: Onto Innovation achieved a record revenue of $267 million in Q4 2025, representing a 22% increase from Q3, primarily driven by a doubling of 2.5D packaging orders, indicating robust demand for AI devices.
  • Strategic Purchase Agreement: The company secured a volume purchase agreement valued at over $240 million with an HBM customer, covering Dragonfly 2D and 3D metrology needs through 2027, further solidifying its position in the high-end market.
  • Advanced Packaging Growth: The advanced packaging business grew over 25% sequentially, driven by surging demand for Dragonfly inspection and Iris films metrology, reflecting strong customer interest in next-generation inspection systems.
  • Optimistic Outlook: Management projects advanced packaging revenue to grow over 30% in 2026, with first-quarter revenue expected to range between $275 million and $285 million, demonstrating confidence in sustained growth.
seekingalpha
9.5
02-19seekingalpha
Onto Innovation Reports Q4 Earnings Results
  • Earnings Overview: Onto Innovation reported a Q4 Non-GAAP EPS of $1.26, aligning with market expectations, indicating stability in the company's profitability.
  • Revenue Performance: The company's Q4 revenue reached $267 million, reflecting a 1.1% year-over-year growth; however, it fell short of analyst expectations by $0.31 million, which may impact investor confidence.
  • Market Outlook: With increased AI infrastructure spending, Lam Research and KLA are entering 2026 with strong momentum, potentially increasing competitive pressure on Onto Innovation.
  • Investor Attention: Seeking Alpha's Quant Rating on Onto Innovation indicates a cautious market sentiment regarding its future performance, prompting investors to closely monitor subsequent developments.
seekingalpha
9.5
02-18seekingalpha
Onto Innovation to Announce Q4 Earnings on February 19
  • Earnings Announcement Schedule: Onto Innovation (ONTO) is set to announce its Q4 2023 earnings on February 19 after market close, with consensus EPS estimate at $1.28, reflecting a 15.2% year-over-year decline, while revenue is expected to reach $267.24 million, marking a 1.2% increase year-over-year.
  • Performance Beat Record: Over the past two years, ONTO has surpassed EPS and revenue estimates 88% of the time, indicating a strong track record of financial performance and market confidence.
  • Forecast Revision Trends: In the last three months, EPS estimates have seen five upward revisions and one downward revision, while revenue estimates have experienced six upward revisions with no downward adjustments, suggesting analysts' optimistic outlook on the company's future performance.
  • Industry Context Analysis: With increasing spending on AI infrastructure, Onto Innovation's position in the market may strengthen further, especially in competition with companies like Lam Research and KLA, reflecting a positive trend in the overall industry.
Marketbeat
6.5
02-13Marketbeat
Is AI Truly Displacing Software? A Wall Street Expert Explains Why Not.
  • Current State of Software Market: The software market, once a favorite for growth, is now facing challenges, with concerns about overvaluation and the sustainability of major platforms despite the ongoing AI boom.

  • Investment Caution: Marc Chaikin advises investors to be cautious about buying into software stocks too early, emphasizing the need for market stabilization and thorough analysis before identifying potential winners and losers.

  • Focus on AI and Infrastructure: The AI boom is still thriving, driven by data centers and chip reliability, which are crucial for supporting AI technologies, while the software sector is experiencing a shift in leadership and market dynamics.

  • Highlighted Stocks for Investment: Analysts recommend five specific stocks that are currently seen as strong investment opportunities, suggesting that these companies are well-positioned to thrive in the evolving market landscape.

Benzinga
4.5
01-15Benzinga
U.S. Stocks Rally as Strong Earnings Lift Nasdaq 1.2%
  • Semiconductor Surge: Taiwan Semiconductor's blockbuster earnings reignited enthusiasm, leading AMD and ASML shares to rise about 6% each, reflecting a robust recovery in the AI supply chain and boosting market confidence.
  • Strong Financials: Goldman Sachs and Morgan Stanley saw their stocks rise by 4% and 5% respectively after reporting earnings, reassuring investors about the profitability of major financial institutions amid mixed sector results.
  • Regional Bank Rebound: The SPDR S&P Regional Banking ETF's surge helped lift small-cap stocks, with the Russell 2000 index hitting record highs for the tenth consecutive session, pushing year-to-date gains above 7%, indicating optimism towards small businesses.
  • Positive Economic Data: Initial jobless claims fell to 198,000, significantly below the forecast of 215,000, showcasing the resilience of the U.S. labor market and further bolstering investor confidence in economic recovery.
Barron's
4.5
01-15Barron's
S&P 500 Futures Rise in Pre-Market Trading; Penumbra and Talen Energy Take the Lead
  • Market Opening: U.S. stock markets are set to open in two hours.

  • Penumbra Inc. Performance: Penumbra Inc. (PEN) saw a 14.0% increase in pre-market trading.

  • Talen Energy Corp. Performance: Talen Energy Corp. (TLN) experienced a 10.2% rise in pre-market trading.

  • Overall Market Sentiment: The pre-market gains indicate positive sentiment among investors for these companies.

Wall Street analysts forecast ONTO stock price to rise
6 Analyst Rating
Wall Street analysts forecast ONTO stock price to rise
4 Buy
2 Hold
0 Sell
Moderate Buy
Current: 0.000
sliders
Low
160.00
Averages
201.67
High
260.00
Current: 0.000
sliders
Low
160.00
Averages
201.67
High
260.00
Stifel
Brian Chin
Hold
maintain
$215 -> $220
AI Analysis
2026-02-20
Reason
Stifel
Brian Chin
Price Target
$215 -> $220
AI Analysis
2026-02-20
maintain
Hold
Reason
Stifel analyst Brian Chin raised the firm's price target on Onto Innovation to $220 from $215 and keeps a Hold rating on the shares.
Jefferies
Buy
maintain
$200 -> $300
2026-02-20
Reason
Jefferies
Price Target
$200 -> $300
2026-02-20
maintain
Buy
Reason
Jefferies raised the firm's price target on Onto Innovation to $300 from $200 and keeps a Buy rating on the shares. Orders are flowing in, with backlog doubling in the quarter to half a year of revenue, notes the analyst, who adds that good line of sight to growth starting in the second quarter helps derisk the story.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for ONTO
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Valuation Metrics

The current forward P/E ratio for Onto Innovation Inc (ONTO.N) is 30.08, compared to its 5-year average forward P/E of 23.85. For a more detailed relative valuation and DCF analysis to assess Onto Innovation Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
23.85
Current PE
30.08
Overvalued PE
31.36
Undervalued PE
16.34

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
18.49
Current EV/EBITDA
21.13
Overvalued EV/EBITDA
24.84
Undervalued EV/EBITDA
12.13

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
6.00
Current PS
7.39
Overvalued PS
8.10
Undervalued PS
3.90

Financials

AI Analysis
Annual
Quarterly

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Whales Holding ONTO

C
Crestline Investors Inc.
Holding
ONTO
+15.19%
3M Return
P
Paradigm Capital Management, Inc.
Holding
ONTO
+12.38%
3M Return
R
Royce & Associates, LP
Holding
ONTO
+10.25%
3M Return
R
Rafferty Asset Management, LLC
Holding
ONTO
+8.66%
3M Return
S
Systematic Financial Management LP
Holding
ONTO
+7.72%
3M Return
C
Channing Capital Management, LLC
Holding
ONTO
+5.39%
3M Return

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Frequently Asked Questions

What is Onto Innovation Inc (ONTO) stock price today?

The current price of ONTO is 186.63 USD — it has decreased -3.17

What is Onto Innovation Inc (ONTO)'s business?

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.

What is the price predicton of ONTO Stock?

Wall Street analysts forecast ONTO stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ONTO is201.67 USD with a low forecast of 160.00 USD and a high forecast of 260.00 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.

What is Onto Innovation Inc (ONTO)'s revenue for the last quarter?

Onto Innovation Inc revenue for the last quarter amounts to 266.87M USD, increased 1.11

What is Onto Innovation Inc (ONTO)'s earnings per share (EPS) for the last quarter?

Onto Innovation Inc. EPS for the last quarter amounts to 0.21 USD, decreased -78.57

How many employees does Onto Innovation Inc (ONTO). have?

Onto Innovation Inc (ONTO) has 1615 emplpoyees as of March 12 2026.

What is Onto Innovation Inc (ONTO) market cap?

Today ONTO has the market capitalization of 9.58B USD.