Market Cap
$15.0B
ONTO
ONTO INNOVATION INC.
$328.39 ▲ +4.29%
Prev close $314.88Market cap$15.0B
ConsensusStrong Buy
12-mo target$386.36 (+17.7%)
▲ Bullish
Analyst conviction 9/10
High Impact Filing (8/10)31 New Institutional Positions19 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on ONTO right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (94%)
Inst. Holders
50 funds
Inst. Value
$12.5B
Inst. Activity
31 buys / 19 sells
Insider Activity
$0.00 buy / $902.3K sell
Insider Net $
-$902.3K
Social Sentiment
63° Warm
SEC Reports
5
Price chart 30d +29.0%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 29, 2026 Insider
MILLER DAVID BRIAN sold 2,000 shares
Director @ $300.00 ($600.0K)
Sep 23, 2026 other
SHAREHOLDER ALERT: Levi & Korsinsky, LLP Notifies Shareholders of an Investigation Concerning Possible Breaches of Fiduciary Duties by Certain Officers and Directors of Onto Innovation Inc. (NYSE: ONTO)
NEW YORK, Sept. 23, 2026 /PRNewswire/ -- Levi & Korsinsky announces that it has commenced an investi
Sep 2, 2026 Insider
ROBERTS BRIAN K surrendered for taxes 3,239 shares
Chief Financial Officer @ $254.55 ($824.5K)
Sep 2, 2026 Insider
Aug 10, 2026 SEC Chen Shirley surrendered for taxes 1,516 shares
Senior Vice President of Custo @ $254.55 ($385.9K)
Onto Innovation completed its previously announced acquisition of a 27% minority equity stake in Rigaku Holdings Corpora
8-K — Impact 5/10
Jun 30, 2026 Inst.
Pictet Asset Management Holding — DOUBLED
716,216 shares ($270.6M)
Jun 30, 2026 Inst.
WILLIAM BLAIR INVESTMENT MANAGEMENT, — TRIM
665,377 shares ($251.8M)
Jun 15, 2026 Event
HSR Early Termination: Onto Innovation Inc.; Rigaku Holdings Corporation
The FTC granted early termination of the HSR Act waiting period for a transaction involving Onto Inn
Analyst ratings buy % +28.8%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
94% rate it Buy or better · 18 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | RBC Capital | INITIATE | Outperform | 55% |
| Sep 8, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Aug 17, 2026 | Goldman Sachs | INITIATE | Buy | 54% |
| Aug 7, 2026 | Needham | MAINTAIN | Buy | 50% |
| Aug 7, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Aug 7, 2026 | Jefferies | MAINTAIN | Buy | 53% |
| Jun 29, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | 49% |
| Jun 22, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Jun 17, 2026 | Freedom Broker | INITIATE | Buy | 66% |
| Jun 5, 2026 | Deutsche Bank | INITIATE | Buy | 58% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 11 | 1 | 0 | 0 | 94% | |
| Aug 1, 2026 | 5 | 10 | 2 | 0 | 0 | 88% | |
| Jul 1, 2026 | 5 | 10 | 2 | 0 | 0 | 88% | |
| Jun 1, 2026 | 5 | 7 | 2 | 0 | 0 | 86% | |
| May 1, 2026 | 5 | 7 | 2 | 0 | 0 | 86% | |
| Apr 1, 2026 | 4 | 7 | 3 | 0 | 0 | 79% | |
| Mar 1, 2026 | 4 | 7 | 3 | 0 | 0 | 79% | |
| Feb 1, 2026 | 4 | 7 | 4 | 0 | 0 | 73% |
Price targets
Where 11 covering analysts think ONTO trades over the next 12 months.
$386.36 +17.7% upside Buy
Current$328.40 Low$330.00 Median$390.00 High$450.00 11 analysts
$330.00$450.00
Analyst rating Strong Buy· 1.2/5 as of Oct 2, 2026
Social media sentiment mood +20.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
63°
Warm
BearishNeutralBullish
Recent posts
Buy Semiconductor CapEx Instead of Memory You Monkey (DD on $VECO)
▲ 1 · 💬 8· ⚡ 0.5
Want some photonics names to look at or buy? Here you go!
▲ 1 · 💬 0· ⚡ 0.5
MARKET HAS NOT CAUGHT ONTO THIS VIRAL TIK TOK TOY TREND 600 mil MKT CAP
▲ 1 · 💬 0· ⚡ 0.5
MARKET HAS NOT CAUGHT ONTO THIS VIRAL TIK TOK TOY TREND 600 mil MKT CAP
▲ 1 · 💬 1· ⚡ 0.5
$ONTO
▲ 1 · 💬 1· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
5 SEC filing reports analyzed · 1 bullish, 0 bearish, 2 mixed, 2 neutral · avg impact 5.4/10.
NEUTRAL8-K5/10
Onto Innovation completed its previously announced acquisition of a 27% minority equity stake in Rig
Aug 10, 2026
MIXEDINST-CLUSTER5/10
A mixed institutional cluster in ONTO during Q1 2026 shows 35 buyers accumulating $478.4M in new pos
Jun 13, 2026
NEUTRALINST-CLUSTER3/10
A mixed institutional cluster in ONTO during 2025-Q3 shows three mega-passive buyers (Morgan Stanley
Jun 11, 2026
MIXED8-K6/10
Onto Innovation announced a proposed private offering of $1.1 billion in convertible senior notes du
May 18, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 23, 2026
other
SHAREHOLDER ALERT: Levi & Korsinsky, LLP Notifies Shareholders of an Investigation Concerning Possible Breaches of Fiduciary Duties by Certain Officers and Directors of Onto Innovation Inc. (NYSE: ONTO)
NEW YORK, Sept. 23, 2026 /PRNewswire/ -- Levi & Korsinsky announces that it has commenced an investigation of Onto Innovation Inc. (NYSE: ONTO) concer
Sep 15, 2026
short_volume
Short Volume: ONTO — 69.9% short (0.7M / 1.0M)
Short: 671,780 | Exempt: 3,437 | TRF Vol: 960,677 | Short Ratio: 69.9% | Off-exchange volume (dark pool + OTC)
Sep 8, 2026
short_volume
Short Volume: ONTO — 67.7% short (0.5M / 0.7M)
Short: 450,989 | Exempt: 1,773 | TRF Vol: 665,922 | Short Ratio: 67.7% | Off-exchange volume (dark pool + OTC)
Sep 7, 2026
dark_pool
Dark Pool: ONTO — 0.9M shares, 33,101 trades
Week starting 2026-09-07. Total ATS volume: 905,199 shares across 33,101 trades.
Aug 31, 2026
dark_pool
Dark Pool: ONTO — 1.2M shares, 41,395 trades
Week starting 2026-08-31. Total ATS volume: 1,210,958 shares across 41,395 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.30 | $2.28–$2.38 | 150.5% | +0.1% | 9↑ 0↓ | $0.4B | 10 |
| Next Q | $2.48 | $2.38–$2.62 | 96.9% | +0.5% | 9↑ 0↓ | $0.4B | 10 |
| Current FY | $8.11 | $7.99–$8.25 | 64.1% | +0.0% | 10↑ 0↓ | $1.4B | 11 |
| Next FY | $11.69 | $10.94–$12.89 | 44.2% | +0.3% | 10↑ 0↓ | $1.9B | 11 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.304 | — |
| 7d ago | $2.307 | -0.002 |
| 30d ago | $2.302 | +0.002 |
| 60d ago | $1.933 | +0.371 |
| 90d ago | $1.933 | +0.371 |
Institutional ownership
Which big funds own ONTO (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $12.5B total value (33,192,215 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 31 institutions added/increased vs 19 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 5,505,181 | $2.1B | 16.6% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,727,910 | $1.0B | 8.2% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,247,737 | $850.7M | 6.8% | — |
| STATE STREET CORP | 1,554,825 | $588.1M | 4.7% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,433,715 | $542.7M | 4.3% | — |
| Invesco Ltd. | 1,351,886 | $511.6M | 4.1% | — |
| Point72 Asset Management, L.P. | 972,161 | $367.9M | 2.9% | — |
| FMR LLC | 883,298 | $334.3M | 2.7% | — |
| VOYA INVESTMENT MANAGEMENT LLC | 753,768 | $284.8M | 2.3% | — |
| Pictet Asset Management Holding SA | 716,216 | $270.6M | 2.2% | DOUBLED +4284.3% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Pictet Asset Management Holding SA | DOUBLED | 16,336 | 716,216 | +4284.3% | $270.6M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | TRIM | 964,213 | 665,377 | -31.0% | $251.8M |
| NORGES BANK | NEW | — | 649,734 | — | $245.9M |
| Qube Research & Technologies Ltd | DOUBLED | 59,883 | 421,430 | +603.8% | $159.5M |
| Polar Capital Holdings Plc | NEW | — | 406,645 | — | $153.9M |
| Phoenix Financial Ltd. | NEW | — | 401,813 | — | $152.1M |
| D. E. Shaw & Co., Inc. | TRIM | 722,578 | 371,752 | -48.6% | $140.7M |
| AMERICAN CENTURY COMPANIES INC | ADD | 160,393 | 272,597 | +70.0% | $103.2M |
| MARSHALL WACE, LLP | TRIM | 483,070 | 241,478 | -50.0% | $91.4M |
| UBS Group AG | TRIM | 439,435 | 237,298 | -46.0% | $89.8M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
12 insiders, 42 transactions. Net -$902.3K — $0.00 bought, $902.3K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 29, 2026 | MILLER DAVID BRIAN | Director | SELL | 2,000 | $300.00 | $600.0K |
| Sep 2, 2026 | ROBERTS BRIAN K | Chief Financial Officer | TAX W/H | 3,239 | $254.55 | $824.5K |
| Sep 2, 2026 | Chen Shirley | Senior Vice President of Custo | TAX W/H | 1,516 | $254.55 | $385.9K |
| Sep 2, 2026 | ROBERTS BRIAN K | Chief Financial Officer | TAX W/H | 3,239 | $254.55 | $824.5K |
| Aug 21, 2026 | Lynch Susan D | Director | SELL | 1,000 | $302.30 | $302.3K |
| May 20, 2026 | Kelley Stephen Douglas | Director | AWARD | 761 | — | — |
| May 20, 2026 | Lynch Susan D | Director | AWARD | 761 | — | — |
| May 20, 2026 | MILLER DAVID BRIAN | Director | AWARD | 761 | — | — |
| May 20, 2026 | SCHWARTZ STEPHEN S | Director | AWARD | 761 | — | — |
| May 20, 2026 | SEAMS CHRISTOPHER A | Director | AWARD | 761 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for ONTO.
Shares short
2,740,793
Settlement Sep 15, 2026
Change vs prior
+11.2%
Semi-monthly cycle
Days to cover
2.9
At avg daily volume
Of shares outstanding
≈5.6%
Estimate — not % of float
All ONTO filing & press-release reports (5)
- 8-K reportAug 10, 2026
- INST-CLUSTER reportJun 13, 2026
- INST-CLUSTER reportJun 11, 2026
- 8-K reportMay 18, 2026
- 8-K reportApr 21, 2026