Onto Innovation: At Lifetime Highs, But Still Worth Getting Behind

Onto Innovation which has surged by over 260% and has outperformed the Russell 1000 by 10x over the past year, is still deemed worthy of a buy rating. ONTO is positioned across front-end and back-end semiconductor manufacturing, with over 60% of revenue now AI compute-related, with >$1B worth of opportunities ahead. Operating margins which are at 26.7% are poised to expand to 30% by the end of the year, as advanced node opportunities pick up.

Seeking Alpha • 31 minutes ago

ONTO vs. KLAC: Which Semiconductor Equipment Stock is the Better Bet?

Onto Innovation and KLA are riding AI-driven chip demand, but their growth paths, valuations and advanced packaging exposure differ.

Zacks Investment Research • Jun 22, 2026

How is Onto Innovation Capitalizing on Advanced Packaging Demand?

ONTO is benefiting from AI-driven advanced packaging demand with Dragonfly G5 adoption, expanding customer wins and a pipeline targeting new market share.

Zacks Investment Research • Jun 17, 2026

Onto Innovation (ONTO) Sees a More Significant Dip Than Broader Market: Some Facts to Know

Onto Innovation (ONTO) closed at $316.15 in the latest trading session, marking a -5.9% move from the prior day.

Zacks Investment Research • Jun 16, 2026

If the SpaceX IPO Is a Hit, One Industry Could Become an Ultimate Buy in 2027 and Beyond

The crowd on Polymarket is pricing a 100% probability that SpaceX completes its IPO by June 30, with the offering targeted at $135 per share for a $75 billion raise.

24/7 Wall Street • Jun 10, 2026

ONTO Stock Grows 174% in a Year: Does it Have More Room to Run?

Shares of Onto Innovation, Inc. ONTO have been one of the standout performers in the semiconductor equipment industry, delivering a remarkable 174.2% gain over the past year, outperforming the Zacks Nanotechnology industry's growth of 171.5%. The company has outpaced the Zacks Computer and Technology sector and the S&P 500 composite's growth of 42.8% and 26.3%, respectively.

Zacks Investment Research • Jun 10, 2026

How Are Acquisitions Aiding ONTO to Broaden Its Technology Portfolio?

Onto is expanding through acquisitions and partnerships, adding X-ray, metrology and inspection technologies to boost growth and future revenues.

Zacks Investment Research • Jun 8, 2026

Wall Street Analysts Predict a 28.16% Upside in Onto Innovation (ONTO): Here's What You Should Know

The mean of analysts' price targets for Onto Innovation (ONTO) points to a 28.2% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

Zacks Investment Research • Jun 5, 2026

Why Is Onto Innovation (ONTO) Down 4.8% Since Last Earnings Report?

Onto Innovation (ONTO) reported earnings 30 days ago. What's next for the stock?

Zacks Investment Research • Jun 4, 2026

Top 5 Stocks That Will Ride the Data Center Chip Equipment Supercycle

Jim Cramer called it “the greatest time in the history of the industry” on Mad Money Thursday night, and the data is screaming the same thing: Applied Materials (NASDAQ:AMAT | AMAT Price Prediction) is up 75% year to date as the AI data center buildout has triggered shortages across every node, every fab, and every piece of capital equipment that touches a wafer.

24/7 Wall Street • May 30, 2026