US · Technology · Semiconductor Equipment & Materials
EPS came in at 1.93 against a street estimate of 1.68 — a beat of 14.9%.
Analysts rate Onto Innovation Inc a buy (6 buy, 3 hold, 0 sell out of 9) with an average price target of $386.36.
CONFIDENT Onto delivered record Q2 revenue of $343M (+35% YoY), beating guidance across all metrics. Advanced nodes surged 50% QoQ; inspection/Dragonfly grew 30%. Backlog hit $1.1B, raising full-year guidance to 25%+ H2 growth. Q2 2026 Extended factories in Asia now provide parity capacity with US in-house footprint, with better cycle times and shift flexibility. No geographic breakout provided. Analysts pressed on backlog durability vs. steady-state, TAM vs. share splits, and capacity constraints. Management emphasized this reflects customer confidence in multiyear plans, not short-term volatility. Stressed they outperform market and have extended factory parity, so no near-term supply risk. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 11.28% |
| Vanguard Portfolio Management, LLC | 5.59% |
| Vanguard Capital Management, LLC | 4.53% |
| State Street Corp | 3.06% |
| Geode Capital Management, LLC | 2.47% |
| Point72 Asset Management, L.P. | 2.45% |
| Paradigm Capital Management, Inc. | 2.24% |
| VOYA INVESTMENT MANAGEMENT LLC | 1.87% |
| Document | Date |
|---|---|
| Acquisition completed · Q3 2026 ONTO INNOVATION INC. - 8-K SUMMARY HEADLINE NUMBERS • Acquisition completed August 10, 2026: Onto Innovation acquired 27% of Rigaku Holdings Corpora | 2026-08-10 |
| Quarterly report · Q2 2026 ONTO INNOVATION INC. – 10-Q SUMMARY (Q2 2026) --- HEADLINE NUMBERS • Revenue (Q2 2026): $343.1 million, up 35% YoY from $253.6 million (Q2 2025) • | 2026-08-06 |
| Results announced · Q3 2026 ONTO INNOVATION INC. – Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 Revenue: $343.1 million – up 35.3% year-over-year from $253.6 million in | 2026-08-06 |
| Material agreement · Q2 2026 ONTO INNOVATION INC. – 8-K SUMMARY (May 21, 2026) HEADLINE NUMBERS • Company issued $1,500,000,000 aggregate principal amount of 0.00% Convertible S | 2026-05-21 |
| Shareholder vote results · Q2 2026 ONTO INNOVATION INC. - 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting held May 20, 2026 at corporate headquarters in Wilmington, Massachusetts • Comp | 2026-05-20 |
| Quarterly report · Q1 2026 ONTO INNOVATION INC. – Q1 2026 (10-Q) SUMMARY HEADLINE NUMBERS • Revenue: $291.9 million (Q1 2026) vs. $266.6 million (Q1 2025) = +9.5% year-over-ye | 2026-05-05 |
| Proxy statement · Q2 2026 ONTO INNOVATION INC. — 2026 PROXY SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Election of Seven Directors — Vote FOR all nominees: Stephen | 2026-04-06 |
| Annual report FY2026 ONTO INNOVATION INC. – 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Market capitalization: $4.82 billion (as of June 27, 2025) • Shares outs | 2026-02-24 |
Readable in the app.
| Announcement | Date |
|---|---|
| Share purchase agreement with Atom Investment, L.P. dated April 21, 2026 Onto Innovation Inc. filed an 8-K on August 10, 2026, disclosing a Share Purchase Agreement dated April 21, 2026 with Atom Investment, L.P. The filing itself contains minimal substantive det | 2026-08-10 |
| Strategic partnership with Rigaku; 27% ownership stake acquisition for $710M Onto Innovation reported record Q1 2026 revenue of $292 million, up 9.5% year-over-year and 10% sequentially. The company achieved key product milestones: its Dragonfly G5 inspection system | 2026-05-05 |
| Company enters into purchase agreement to acquire another business Onto Innovation Inc. announced it entered into a purchase agreement (dated April 21, 2026) with Atom Investments, L.P. to complete a transaction. To finance this deal, the company secured a | 2026-04-21 |
| Exceeds Q1 guidance and raises Q2 outlook; Dragonfly G5 qualified Onto Innovation announced successful qualification of its Dragonfly G5 system for advanced AI packaging applications, with first shipments expected in June 2026. The company exceeded Q1 2026 | 2026-04-16 |
| Volume purchase agreement worth $240M for Dragonfly systems through 2027 Onto Innovation reported record Q4 2025 revenue of $267 million and full-year revenue of $1.005 billion, but earnings declined significantly year-over-year. Q4 non-GAAP EPS fell to $1.26 fro | 2026-02-19 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Onto Innovation Inc — free to start.
Google PlayApp StoreData updated 2026-09-18.