ONTOTechnology · Semiconductor Equipment & MaterialsThe 12 Wall Street analysts covering Onto Innovation, Inc. hold a median 12-month price target of $395 — +113.8% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 45 of 100 as at 3 Nov 2026 — in the lower half.
Consensus tells you what everyone already believes. The model scores Onto Innovation, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (94): Analysts have, on balance, been raising their forecasts.
Issuance (27): The company has been issuing shares or taking on financing, diluting existing holders.
Size (15): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on ONTO, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +113.8% from it.
Of the 20 most recent actions, 5 moved their price target up and 1 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 2 Oct 2026 | RBC Capital | Initiates | Outperform | $400 |
| 8 Sept 2026 | Morgan Stanley | Maintains | Overweight | $383 → $360 |
| 8 Sept 2026 | Morgan Stanley | Maintains | Overweight | — |
| 17 Aug 2026 | Goldman Sachs | Initiates | Buy | — |
| 17 Aug 2026 | Goldman Sachs | Initiates | Buy | $400 |
| 7 Aug 2026 | Evercore ISI Group | Maintains | Outperform | $350 → $390 |
| 7 Aug 2026 | Evercore ISI Group | Maintains | Outperform | — |
| 7 Aug 2026 | Jefferies | Maintains | Buy | $350 → $400 |
| 7 Aug 2026 | Jefferies | Maintains | Buy | — |
| 7 Aug 2026 | Needham | Maintains | Buy | $330 → $360 |
| 7 Aug 2026 | Needham | Maintains | Buy | — |
| 29 June 2026 | Cantor Fitzgerald | Maintains | Overweight | — |
| 29 June 2026 | Cantor Fitzgerald | Maintains | Overweight | $350 → $410 |
| 22 June 2026 | Oppenheimer | Maintains | Outperform | — |
| 22 June 2026 | Oppenheimer | Maintains | Outperform | $370 → $450 |
| 17 June 2026 | Freedom Broker | Initiates | Buy | — |
| 5 June 2026 | Deutsche Bank | Initiates | Buy | — |
| 6 May 2026 | Needham | Maintains | Buy | — |
| 20 Apr 2026 | Needham | Maintains | Buy | — |
| 17 Apr 2026 | B. Riley Securities | Maintains | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
The model tests each one against its peers. 4 pass every test this week.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Nov 2026, Onto Innovation, Inc. returned +43.1% against +12.9% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 9% of US stocks
Cheaper than 15% of US stocks
Cheaper than 18% of US stocks
Cheaper than 8% of US stocks
Higher than 80% of US stocks
Higher than 80% of US stocks
Higher than 66% of US stocks
Higher than 82% of US stocks
Higher than 73% of US stocks
Higher than 56% of US stocks
Higher than 75% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Onto Innovation, Inc. has a market value of $9.9B and an enterprise value of $9.0B.
Revenue in the twelve months to 30 June 2026: $1.1B. The latest quarter grew 35.3% year on year.
Net income over the same four quarters: $132.6M, a 11.8% net margin.
Diluted earnings per share, trailing twelve months: $2.66.
Free cash flow in the twelve months to 30 June 2026: $252.5M.
Onto Innovation, Inc. spent $205.0M on share buybacks in the twelve months to 30 June 2026.
Trailing P/E: 75.8×; forward P/E: 17.2× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Onto Innovation, Inc. employs 1,867 people — $600K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Onto Innovation, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Zacks Investment Research reviews projections for Onto Innovation’s key metrics for the quarter ended September 2026, beyond analysts’ revenue and earnings estimates.
Why it matters — The metric projections offer ONTO watchers additional context for assessing expectations for the quarter.
Onto Innovation (ONTO) closed at $191.40, down 5.05% from the preceding trading day, according to the excerpt.
Why it matters — The decline is a notable one-day move for investors and others tracking ONTO.
Onto Innovation targets Q3 2026 revenue of up to $400 million, citing demand for advanced packaging, growth in advanced nodes, and a record backlog.
Why it matters — The outlook and cited demand drivers are relevant to ONTO watchers tracking the company’s revenue prospects.
A GlobeNewsWire editorial item says AI processors require packaging, defect checks and scaled production in manufacturing plants, framing these steps as part of semiconductor equipment demand.
Why it matters — The item discusses inspection and packaging needs in semiconductor manufacturing, areas relevant to ONTO watchers, but provides no company-specific details.
Onto Innovation closed at $203.53 in the latest trading session, up 2.44% from the previous day.
Why it matters — The session's gain is a recent data point for ONTO watchers tracking the stock's daily performance.
The 12 Wall Street analysts covering Onto Innovation, Inc. have a median 12-month price target of $395, with estimates ranging from $330 to $450. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 12 analysts covering Onto Innovation, Inc., 12 rate it a Buy, 0 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Onto Innovation, Inc. 45 out of 100 across roughly 4,600 US stocks as at 3 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 3 Nov 2026, Onto Innovation, Inc. ranks 45 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (94 of 100).
No one can know that. What the data says: the median 12-month target from 12 analysts implies +113.8% from the last close, and Ticker Nerd's factor model ranks Onto Innovation, Inc. 45 out of 100 as at 3 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Onto Innovation, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for ONTO are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $330 to $450 over the next 12 months.
Onto Innovation, Inc. returned +43.1% over the 12 months to 4 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
Onto Innovation Inc. is a semiconductor equipment and software company that provides process control solutions for microelectronics manufacturing.
The most recent item we track (Zacks Investment Research, 4 Nov 2026): "Stay Ahead of the Game With Onto Innovation (ONTO) Q3 Earnings: Wall Street's Insights on Key Metrics". Zacks Investment Research reviews projections for Onto Innovation’s key metrics for the quarter ended September 2026, beyond analysts’ revenue and earnings estimates.
Onto Innovation Inc. is a semiconductor equipment and software company that provides process control solutions for microelectronics manufacturing. Onto Innovation designs, develops, manufactures, and supports systems for metrology, defect inspection, lithography, and data analysis, helping chipmakers monitor wafer quality, improve yield, and manage process reliability. Its product portfolio includes automated and integrated metrology, wafer inspection, advanced packaging lithography, yield management software, and factory analytics tools. The company serves semiconductor device manufacturers, wafer producers, and advanced packaging facilities, as well as specialty markets such as image sensors, power devices, MEMS, LEDs, and compound semiconductors. Headquartered in Wilmington, Massachusetts, Onto Innovation plays an important role in the semiconductor supply chain by supporting precision measurement and process optimization across manufacturing stages.
CEO Mr. Michael P. Plisinski · 1,867 employees · United States · https://www.ontoinnovation.com
