Added to YB: 2025-12-23
Pitch date: 2025-11-05
ONTO [bullish]
Onto Innovation Inc.
+17.06%
current return
Author Info
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Company Info
Onto Innovation Inc. engages in the design, development, manufacture, and support of process control tools that performs optical metrology and inspection worldwide.
Market Cap
$7.8B
Pitch Price
$136.06
Price Target
272.00 (+71%)
Dividend
N/A
EV/EBITDA
26.86
P/E
44.03
EV/Sales
6.78
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Onto Innovation Inc. - $ONTO
ONTO: 80-100% upside over 1-2 years. New Dragonfly 5 machine shipping to TSMC by year-end to regain lost $50M revenue (~55c EPS) from CoWoS share loss. AI demand driving 2x+ growth in key markets. Semilab acquisition adds 10%+ EPS. Strong 4Q backlog supports guidance vs skeptics. Trading at trough 20s multiple vs peers at peak, minimal China exposure vs 30% peer risk.
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