ONTO INNOVATION INC.
Onto Innovation designs, develops, manufactures and supports metrology and inspection tools, process control software and lithography systems. Its customers include silicon wafer manufacturers, semiconductor chipmakers and advanced packaging manufacturers, as well as manufacturers in specialty markets such as LEDs, MEMS, image sensors and power devices, and certain industrial and scientific users. Onto Innovation provides measurement, inspection and yield management solutions for wafer production and processing, chip packaging and testing. Its products include automated and integrated metrology systems, wafer inspection and materials characterization tools, opaque film measurement systems, advanced packaging lithography systems and process control and yield management software. The company also provides customer service and applications support. It sells its systems and software to customers and provides related support services through direct sales and support offices worldwide, with selected dealers and sales representatives in some countries. Its manufacturing operations include Wilmington, Massachusetts, where Onto Innovation is headquartered.
Reads like this one publish minutes after the filing lands on EDGAR. Get them as JSON over the API or inside your AI agent over MCP.
No SEC Form 4 filings for $ONTO in the last 30 days.
See all $ONTO insider activity →SK Hynix reported a 632% surge in operating profit and a $75.5B shareholder return, highlighting an AI-driven memory shortage. Onto Innovation (NYSE:ONTO) and Applied Materials (NASDAQ:AMAT) are key enablers, with strong fundamentals and recent stock declines. Onto saw record revenue and expanded margins, while Applied Materials reported record DRAM equipment revenue.
Onto Innovation (NYSE:ONTO) guided Q3 revenue to $380M-$400M, up from Q2's $343.1M record. The company's $1B backlog may drive sales, with adjusted EPS expected at $2.18-$2.38. GAAP earnings lag adjusted figures due to acquisition costs. The stock trades at 27x 2026 adjusted earnings, reflecting expected 64% EPS growth.
Cantor Fitzgerald reiterated an Overweight rating and $410 price target for Onto Innovation (NYSE:ONTO) after meeting with executives. The firm noted recent negative sentiment but believes it's overdone, citing positive growth dynamics. ONTO stock is down 14% this week but up 67% year-over-year. The company will host an analyst day on December 17. Recent Q2 earnings beat expectations, with revenue of $343.1M and EPS of $1.93. Multiple analysts have set price targets ranging from $330 to $450.
Over the past 7 days, AlphAI's AI scored 1 news story mentioning ONTO (ONTO INNOVATION INC.). Coverage has been balanced: 0 bullish, 1 neutral, and 0 bearish.
Recent ONTO coverage spans financial news, market movers and earnings.
No fresh catalyst; price likely to remain range‑bound.
Guidance suggests stronger demand and a $1B backlog, likely prompting price appreciation.
Positive analyst coverage may support buying pressure.
Analyst rating upgrade may boost the stock.
Coverage initiation suggests strong growth outlook.
AlphAI scores every news story that mentions ONTO with an AI model for sentiment and relevance, and aggregates insider trades from ONTO INNOVATION INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
SK Hynix reported a 632% surge in operating profit and a $75.5B shareholder return, highlighting an AI-driven memory shortage. Onto Innovation (NYSE:ONTO) and Applied Materials (NASDAQ:AMAT) are key enablers, with strong fundamentals and recent stock declines. Onto saw record revenue and expanded margins, while Applied Materials reported record DRAM equipment revenue.
3 min readOnto Innovation (NYSE:ONTO) guided Q3 revenue to $380M-$400M, up from Q2's $343.1M record. The company's $1B backlog may drive sales, with adjusted EPS expected at $2.18-$2.38. GAAP earnings lag adjusted figures due to acquisition costs. The stock trades at 27x 2026 adjusted earnings, reflecting expected 64% EPS growth.
2 min readCantor Fitzgerald reiterated an Overweight rating and $410 price target for Onto Innovation (NYSE:ONTO) after meeting with executives. The firm noted recent negative sentiment but believes it's overdone, citing positive growth dynamics. ONTO stock is down 14% this week but up 67% year-over-year. The company will host an analyst day on December 17. Recent Q2 earnings beat expectations, with revenue of $343.1M and EPS of $1.93. Multiple analysts have set price targets ranging from $330 to $450.
2 min readOppenheimer's Fall 2026 SMID-cap stock picks include four Strong Buy-rated companies: Semtech (SMTC, 4.96), Onto Innovation (ONTO, 4.83), Life Time Group (LTH, 4.72), and Pursuit Attractions (PRSU, 4.61). The remaining nine stocks received Hold ratings, with scores ranging from 3.48 to 2.78. Seeking Alpha's Quant Rating system evaluates stocks on valuation, growth, profitability, and momentum.
2 min readTesla (TSLA) rose 5% after Q3 deliveries exceeded expectations. Broadcom (AVGO) gained 3% on a $42B loan deal with Anthropic. Nike (NKE) fell 6% due to missed revenue and China sales decline. ON Semiconductor (ON) and Synaptics (SYNA) surged on a revised buyout offer. Other movers include Nexalin, Vylor, Seagate (STX), Western Digital (WDC), Allegro (ALG), Arxis (ARXS), and Onto Innovation (ONTO).
3 min readOnto Innovation (ON) stock rose 5.6% to $332.47 after RBC initiated coverage with an Outperform rating and $400 target, citing growth in chipmaking segments and the Dragonfly G5 platform. The company reported Q2 2026 revenue of $343M, up 35% YoY, and a backlog exceeding $1B. The surge also followed a positive U.S. equities session and weaker jobs data, reducing Fed rate hike expectations.
2 min readOnto Innovation (NYSE:ONTO) shares rose 5.4% after RBC Capital initiated coverage with an Outperform rating and $400 price target. The firm cited the company's exposure to advanced packaging technologies and strong long-term capital equipment positioning. RBC expects Onto to outpace broader wafer fabrication equipment spending due to increased investments in 2.5D and 3D chip architectures.
2 min readRBC initiated coverage of Allegro Microsystems (ALGM) and Onto Innovation (ONTO) with Outperform ratings and price targets of $50 and $400, respectively. ALGM is recognized for its leadership in magnetic sensing ICs and strong growth prospects, while ONTO is noted for its position in wafer fab equipment and process control needs. Both companies are seen as attractively valued.
1 min readAnalysts made several calls: Wells Fargo initiated Blackrock (BLK) as overweight, citing its industry leadership. KeyBanc upgraded Airbnb (ABNB) to overweight, highlighting growth and AI benefits. Morgan Stanley named Nvidia (NVDA) a top pick, praising its recent developments. RBC upgraded Arxis (ARXS) to outperform, noting M&A upside. Piper Sandler upgraded Alerus Financial (ALRS) to overweight, expecting EPS upside.
3 min readMILLER DAVID BRIAN sold 2,000 shares of ONTO INNOVATION INC. (ONTO) at $300.00 ($0.60M total) on 2026-09-29 under a Rule 10b5-1 trading plan.
1 min read
