Onto Innovation (ONTO)
Supplies metrology, inspection, lithography, and analytics systems across semiconductor manufacturing.
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Sells metrology, inspection, lithography, and process-control software for semiconductor wafer production, front-end manufacturing, and advanced packaging. A worldwide footprint supports a portfolio formed by the 2019 Nanometrics-Rudolph merger and expanded through adjacent measurement technologies.
Builds process-control systems for semiconductor manufacturing, spanning optical metrology, inspection, lithography, and factory analytics. Products serve unpatterned-wafer quality, front-end process control, and advanced-packaging production.
Operations extend across the United States, Asia-Pacific, and Europe, with a little over half of the workforce in the United States. Shared optics and software capabilities connect the product lines, while acquired technologies have added overlay control, laser-scattering inspection, panel lithography, and materials analysis.
The portfolio reflects the 2019 combination of Nanometrics and Rudolph Technologies rather than a newly built single-line business. A pending minority investment in Rigaku would add an X-ray process-control collaboration and remains subject to regulatory approvals.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 8, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $383 | Target: $360 |
| Aug 17, 2026 | Goldman Sachs | Initiate | Rating: —Target: — | Target: $400 |
| Aug 7, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $371 | Target: $383 |
| Aug 7, 2026 | Needham | Reiterate | Rating: —Target: $330 | Target: $360 |
| Aug 7, 2026 | Evercore ISI | Reiterate | Rating: —Target: $315 | Target: $390 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $1.88B · Total debt $1.47B · Total assets $3.70B · Shareholders' equity $1.92B
- Revenue
- $343.1M
- Operating income
- $63.6M
- Net income
- $60.1M
No dividends on record.
| Institutions | ≈ 96.32% | 47.27M shares | |
|---|---|---|---|
| 713 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 0.78% | 383.7K shares | |
| 14 holders · as of Sep 4, 2026 | |||
| Other | ≈ 2.90% | 1.42M shares | |
| remainder | |||
49.07M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 11.22% | 5.51M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 5.56% | 2.73M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.58% | 2.25M | as of Jun 30, 2026 |
State Street CorpInstitution | 3.17% | 1.55M | as of Jun 30, 2026 |
Geode Capital Management, LLCInstitution | 2.92% | 1.43M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 21, 2026 | Susan D. Lynch | director | −1,000 | $302.30 |
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- PDF Solutions
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Onto Innovation | $281.28 | +1.92% | $13.73B | 103.8 | 27.4 | 12.3 | +35.3% |
| KLA | $185.86 | +1.03% | $240.32B | 50.2 | 33.7 | 17.7 | +15.2% |
| Nova | $360.33 | −0.68% | $11.53B | 45.1 | 29.0 | 12.3 | +15.9% |
| Camtek | $150.34 | +0.47% | $6.98B | 245.3 | 33.1 | 13.7 | +8.1% |
| PDF Solutions | $48.24 | +3.29% | $1.96B | 185.7 | 32.9 | 8.1 | +19.0% |
| Median | 118.0 | 33.0 | 13.0 | +15.6% |