Onto Innovation Inc. ONTO

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.

• Zacks Investment Research 5 oct

  ONTO Stock Up 126% in a Year: Is More Upside on the Horizon?

  Onto Innovation (ONTO) has emerged as a key beneficiary of the AI semiconductor investment cycle, posting record revenue of $343.1M and a $1B+ backlog. The Dragonfly G5 product and advanced-packaging demand are driving an 80% growth outlook for 2026. However, after a 125.6% stock rally, valuation concerns persist with a forward P/E of 30.23X versus the industry average of 5.83X. The company faces risks from customer concentration, semiconductor cycles, and cost pressures.

  

• Zacks Investment Research 2 oct

  Bull of the Day: Onto Innovation (ONTO)

  Onto Innovation (ONTO), a semiconductor metrology and inspection solutions provider, has earned a top Zacks Rank rating driven by explosive AI infrastructure demand. The company reported Q2 2026 revenue of $343.1 million (35.3% YoY growth) with expanding margins and strong EPS guidance. Multiple analysts raised price targets to $360-$400, citing tailwinds from advanced packaging, HBM demand, and the Dragonfly G5 platform ramp. A strategic $710 million investment in Rigaku Holdings for hybrid metrology capabilities further strengthens its competitive position.

  

• Zacks Investment Research 29 sept

  Onto Innovation (ONTO) Upgraded to Strong Buy: Here's Why

  Onto Innovation (ONTO) has been upgraded to Zacks Rank #1 (Strong Buy) due to upward trends in earnings estimates. The semiconductor manufacturing equipment maker has seen its Zacks Consensus Estimate increase 12.6% over the past three months. The upgrade positions the stock in the top 5% of Zacks-covered stocks, suggesting potential near-term price appreciation based on improving earnings outlook.

  

• Zacks Investment Research 29 sept

  This Top Computer and Technology Stock is a #1 (Strong Buy): Why It Should Be on Your Radar

  Onto Innovation (ONTO) has been added to the Zacks Rank #1 (Strong Buy) list as of September 29, 2026. The semiconductor metrology and inspection tools company has seen six analysts revise earnings estimates higher in the last 60 days, with consensus estimates increasing to $8.04 per share. The company is projected to achieve 62.8% earnings growth and 41.2% revenue growth for the current fiscal year, while outperforming the S&P 500 with an 8.1% gain over the past four weeks.

  

• Zacks Investment Research 22 sept

  Onto Innovation (ONTO) Stock Moves 2.84%: What You Should Know

  Onto Innovation (ONTO) closed at $283.81, up 2.84% from the previous day. The semiconductor equipment maker has a Zacks Rank #1 (Strong Buy) rating with projected EPS growth of 146.74% and revenue growth of 79.05% for the upcoming quarter. The stock trades at a Forward P/E of 34.33, in line with its industry average, and the Nanotechnology industry ranks in the top 1% of all industries.