O

ONTO

Onto Innovation Inc.

NYSE: ONTO

Key finding: Onto Innovation (ONTO) is a specialized semiconductor process control company that has delivered record revenues amid AI-driven demand for advanced packaging and metrology solutions, with a consensus "Buy" rating from analysts and a history of strong long-term stock appreciation since its 2019 formation.

Data as of early August 2026 • Sources: Company IR, Yahoo Finance, Wikipedia

Stock Performance & Company Financials

Investor Relations

Historical Stock Performance

52-Week High
$386.46
June 2026 period
All-Time High
$378.45
June 30, 2026
52-Week Low
$89.40 – $93.50
Range noted
Beta (5Y)
1.59
Higher volatility
Recent Performance Highlights
  • Strong 1-year gains exceeding 200% (fact: reported in multiple sources)
  • YTD 2026 performance approximately +70% (historical data)
  • Interpretation: Significant upside tied to semiconductor/AI cycle; past performance is not indicative of future results
  • Uncertainty: Cyclical industry exposure; stock has experienced sharp corrections
Historical data via Macrotrends & Yahoo Finance View full history →

Key Financial Metrics

Revenue (GAAP)
Period Revenue YoY
Q2 2026 $343M —
Q1 2026 $291.9M +9.5%
FY 2025 $1.005B +1.8%
Gross Margin (Q1 2026)
~50% (GAAP)
Employees
1,760 – 1,900
Cash Position (Q1/Q2 2026)
$654M – $1.88B
TTM EPS
$2.10 – $2.15
Market Cap ~$13.4B
Note: High P/E ratio (~128) reflects growth expectations but indicates premium valuation (fact from Yahoo Finance data).
Yahoo Finance Financials →
Data limitations: Quarterly results are company-reported; full Q2 2026 details may be preliminary. EPS estimates subject to revision. No dividends paid.

Analyst Ratings

Full Analyst Estimates
Consensus: BUY
13 analysts (last 12 months)
12 Buy / Strong Buy
1 Hold
Average Price Target
$344 – $348
Implied upside from recent levels (fact: consensus estimates)
High target: $450
Low target: $160
Recent Revisions (examples)
  • Cantor Fitzgerald Overweight → $410
  • Oppenheimer Outperform → $450
  • Deutsche Bank Buy → $350
Interpretation: Upward revisions reflect optimism on AI/advanced packaging demand, but targets vary widely.
Revenue estimates (2026)
$1.34B (avg, +33% growth est.)
EPS estimates (2026)
$7.20 (avg)

Customers & Competitors

Major Customers

Key Clients (fact-based)
TSMC
Samsung
Intel
Micron Technology
  • • Primarily major semiconductor foundries, memory manufacturers, IDMs, fabless companies, and OSATs
  • • TSMC has awarded Onto Innovation multiple honors for production support and technology collaboration (2023–2025)
  • Note: Specific revenue concentration not disclosed in detail; typical for equipment suppliers to have a few large customers representing significant portions of revenue.
Company FAQ on customers →

Key Competitors

Company Ticker Focus Area
Applied Materials AMAT Broad semiconductor equipment
KLA Corporation KLAC Process control & inspection
Camtek CAMT Inspection & metrology
FormFactor FORM Probe cards & metrology
Nova Ltd. NVMI Metrology solutions
Market context: ONTO competes in niche process control/metrology/lithography for advanced packaging; larger players like AMAT and KLAC have broader portfolios.

Disclaimers & Data Limitations: All information is compiled from publicly available sources as of August 2026 and is for informational purposes only. Financial figures and analyst estimates are subject to change and may contain forward-looking statements. Stock performance data reflects historical closing prices and is not a recommendation to buy or sell. No current stock price is provided per guidelines. Assumptions include reliance on company-reported quarterly results and third-party analyst consensus. For the most current information, consult official SEC filings and financial platforms.

Company Website Wikipedia Yahoo Finance Official IR