Onto InnovationONTO
ONTO
About: Onto Innovation Inc is engaged in the design, development, manufacture, and support of high-performance control metrology, defect inspection, lithography, and data analysis systems used by microelectronics device manufacturers. The Company and its subsidiaries currently operate in a single operating segment. The company mainly operates in the United States, Southeast Asia, China, Japan, and Europe, with Taiwan and South Korea the sources of total revenue.
Employees: 1,555
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
22% more call options, than puts
Call options by funds: $52.3M | Put options by funds: $42.9M
7% more repeat investments, than reductions
Existing positions increased: 174 | Existing positions reduced: 162
1.78% less ownership
Funds ownership: 95.22% [Q4 2024] → 93.44% (-1.78%) [Q1 2025]
10% less funds holding
Funds holding: 513 [Q4 2024] → 463 (-50) [Q1 2025]
28% less capital invested
Capital invested by funds: $7.85B [Q4 2024] → $5.62B (-$2.23B) [Q1 2025]
33% less funds holding in top 10
Funds holding in top 10: 6 [Q4 2024] → 4 (-2) [Q1 2025]
36% less first-time investments, than exits
New positions opened: 72 | Existing positions closed: 112
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$110
16%
upside
Avg. target
$149
58%
upside
High target
$190
101%
upside
6 analyst ratings
4 positive
67%
2 neutral
33%
0 negative
0%
Jefferies Blayne Curtis | 16%upside $110 | Hold Downgraded | 20 May 2025 |
Oppenheimer Edward Yang | 37%upside $130 | Outperform Maintained | 9 May 2025 |
Benchmark Mark Miller | 101%upside $190 | Buy Maintained | 9 May 2025 |
Needham Charles Shi | 58%upside $150 | Buy Maintained | 9 May 2025 |
Cantor Fitzgerald Matthew Prisco | 43%upside $135 | Neutral Downgraded | 5 May 2025 |
Financial journalist opinion
Neutral
Business Wire
2 days ago
Onto Innovation Enhances Leadership Team with Two Senior Executive Appointments
WILMINGTON, Mass.--(BUSINESS WIRE)---- $ONTO--Onto Innovation Inc. (NYSE: ONTO) (“Onto Innovation,” “Onto,” or the “Company”) today announced the appointment of Brian Roberts as chief financial officer and Shirley Chen as senior vice president of customer success, strengthening its leadership team as the Company continues to advance its strategic objectives. Both appointments are effective as of June 16, 2025. “The semiconductor industry remains one of the fastest-paced sectors globally,” says Mike Plisi.
Neutral
Zacks Investment Research
1 week ago
AMAT vs. ONTO: Which Inspection and Metrology Stock Has an Edge?
Applied Materials' AI-driven tools, stronger growth and better valuation give it an edge over struggling Onto Innovation in chip metrology.
Neutral
Business Wire
1 month ago
Onto Innovation to Participate in Upcoming Investor Events
WILMINGTON, Mass.--(BUSINESS WIRE)---- $ONTO--Onto Innovation Inc. (NYSE: ONTO) (“Onto Innovation,” “Onto,” or the “Company”) today announced that its senior management team will participate in the following upcoming investor events: B. Riley Securities 25th Annual Institutional Investor Conference at the Ritz Carlton in Marina Del Ray, California, on May 22, 2025. TD Cowen 53rd Annual Technology, Media & Telecom Conference at the InterContinental New York Barclay, New York, New York, on May 28, 2025.
Positive
Zacks Investment Research
1 month ago
Interpreting Onto Innovation (ONTO) International Revenue Trends
Evaluate Onto Innovation's (ONTO) reliance on international revenue to better understand the company's financial stability, growth prospects and potential stock price performance.
Positive
Seeking Alpha
1 month ago
Onto Innovation: Soft Guidance, Attractively Repriced
Onto Innovation's shares have seen a significant sell-off due to soft revenues and earnings pressure, now trading below the $100 mark. The company specializes in optical process solutions for the semiconductor industry, with a diversified portfolio benefiting from AI packaging and power semi growth waves. Despite impressive historical growth, Onto Innovation faces near-term challenges with declining revenues and earnings, partly due to tariffs and general market softness.
Negative
Benzinga
1 month ago
Onto Innovation Analysts Slash Their Forecasts After Q1 Earnings
Onto Innovation Inc. ONTO reported better-than-expected first-quarter financial results and issued second-quarter guidance below estimates.
Positive
Zacks Investment Research
1 month ago
Onto Innovation's Q1 Earnings Beat on Solid Y/Y Top-Line Improvement
ONTO posts record Q1 revenues of $267 million - its 7th consecutive quarter of sales growth - driven by momentum in advanced nodes and AI packaging markets.
Neutral
Seeking Alpha
1 month ago
Onto Innovation Inc. (ONTO) Q1 2025 Earnings Call Transcript
Onto Innovation Inc. (NYSE:ONTO ) Q1 2025 Earnings Conference Call May 8, 2025 4:30 PM ET Company Participants Sidney Ho - Investor Relations Michael Plisinski - Chief Executive Officer Mark Slicer - Chief Financial Officer Conference Call Participants Craig Ellis - B. Riley Securities Brian Chin - Stifel Matthew Prisco - Cantor Fitzgerald Charles Shi - Needham David Duley - Steelhead Securities Edward Yang - Oppenheimer Blayne Curtis - Jefferies Operator Good day.
Positive
Zacks Investment Research
1 month ago
Onto Innovation (ONTO) Surpasses Q1 Earnings and Revenue Estimates
Onto Innovation (ONTO) came out with quarterly earnings of $1.51 per share, beating the Zacks Consensus Estimate of $1.47 per share. This compares to earnings of $1.18 per share a year ago.
Neutral
Business Wire
1 month ago
Onto Innovation Reports 2025 First Quarter Results
WILMINGTON, Mass.--(BUSINESS WIRE)---- $ONTO--Onto Innovation Inc. (NYSE: ONTO) (“Onto Innovation,” “Onto,” or the “Company”) today announced financial results for the first quarter of 2025. First Quarter Financial Highlights Record revenue of $267 million, marking the seventh consecutive quarter of growth. GAAP gross margin of 54% and non-GAAP gross margin of 55%. GAAP operating income of $63 million and non-GAAP operating income of $76 million. GAAP diluted earnings per share of $1.30; non-GAAP diluted.
Charts implemented using Lightweight Charts™