Onto Innovation (NYSE:ONTO) Updates Q4 2025 Earnings Guidance

Onto Innovation (NYSE:ONTO) updated its fourth quarter 2025 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 1.180-1.330 for the period, compared to the consensus estimate of 1.250. The company issued revenue guidance of $250.0 million-$265.0 million, compared to the consensus revenue estimate of $257.1 million.

Onto Innovation Stock Up 5.8%

NYSE:ONTO traded up $7.71 during mid-day trading on Friday, hitting $139.46. 2,196,147 shares of the stock traded hands, compared to its average volume of 1,275,855. Onto Innovation has a 52 week low of $85.88 and a 52 week high of $228.42. The stock has a market capitalization of $6.83 billion, a price-to-earnings ratio of 34.52, a PEG ratio of 0.94 and a beta of 1.64. The firm’s 50 day moving average is $126.61 and its two-hundred day moving average is $111.08.

Onto Innovation (NYSE:ONTO) last released its earnings results on Thursday, November 6th. The semiconductor company reported $0.92 earnings per share for the quarter, topping analysts’ consensus estimates of $0.89 by $0.03. The business had revenue of $218.19 million for the quarter, compared to analyst estimates of $220.23 million. Onto Innovation had a return on equity of 14.38% and a net margin of 19.29%.The business’s revenue was down 13.5% compared to the same quarter last year. During the same quarter last year, the firm posted $1.34 earnings per share. Onto Innovation has set its Q4 2025 guidance at 1.180-1.330 EPS. As a group, research analysts predict that Onto Innovation will post 6.26 EPS for the current year.

Analysts Set New Price Targets

A number of brokerages recently weighed in on ONTO. Benchmark dropped their price objective on Onto Innovation from $190.00 to $160.00 and set a “buy” rating on the stock in a research report on Friday, August 8th. Oppenheimer raised their price target on shares of Onto Innovation from $130.00 to $180.00 and gave the company an “outperform” rating in a report on Tuesday, October 14th. B. Riley lifted their price objective on shares of Onto Innovation from $145.00 to $170.00 and gave the stock a “buy” rating in a research report on Friday, October 10th. Jefferies Financial Group raised shares of Onto Innovation from a “hold” rating to a “buy” rating and increased their target price for the company from $100.00 to $170.00 in a research report on Tuesday, September 23rd. Finally, Stifel Nicolaus lifted their price target on shares of Onto Innovation from $110.00 to $120.00 and gave the stock a “hold” rating in a report on Monday, October 13th. Six investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $150.00.

Institutional Investors Weigh In On Onto Innovation

Hedge funds have recently bought and sold shares of the stock. EverSource Wealth Advisors LLC boosted its holdings in Onto Innovation by 206.9% during the second quarter. EverSource Wealth Advisors LLC now owns 577 shares of the semiconductor company’s stock worth $58,000 after buying an additional 389 shares in the last quarter. Smartleaf Asset Management LLC boosted its stake in shares of Onto Innovation by 56.4% during the 2nd quarter. Smartleaf Asset Management LLC now owns 1,090 shares of the semiconductor company’s stock worth $108,000 after acquiring an additional 393 shares in the last quarter. Teza Capital Management LLC acquired a new stake in shares of Onto Innovation during the 2nd quarter valued at about $371,000. Captrust Financial Advisors increased its stake in shares of Onto Innovation by 6.3% in the 2nd quarter. Captrust Financial Advisors now owns 3,678 shares of the semiconductor company’s stock valued at $371,000 after purchasing an additional 217 shares in the last quarter. Finally, Cetera Investment Advisers increased its stake in shares of Onto Innovation by 6.3% in the 2nd quarter. Cetera Investment Advisers now owns 4,017 shares of the semiconductor company’s stock valued at $405,000 after purchasing an additional 238 shares in the last quarter. Hedge funds and other institutional investors own 98.35% of the company’s stock.

About Onto Innovation

Onto Innovation Inc engages in the design, development, manufacture, and support of process control tools that performs optical metrology. The company offers lithography systems and process control analytical software. It also offers process and yield management solutions, and device packaging and test facilities through standalone systems for optical metrology, macro-defect inspection, packaging lithography, and transparent and opaque thin film measurements.