Added to YB: 2026-03-04
Pitch date: 2026-03-03
ONTO [neutral]
Onto Innovation Inc.
Author Info
Jason's Chips takes you on a journey from deep semiconductor tech to DCF-derived intrinsic value via 50+ page research reports in an entertaining and simplified way. Sign up for the newsletter.
Company Info
Onto Innovation Inc. engages in the design, development, manufacture, and support of process control tools that perform macro-defect inspection and metrology in the United States, Taiwan, South Korea, Japan, China, Southeast Asia, Asia, and Europe.
Market Cap
$10.7B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
36.07
P/E
77.66
EV/Sales
10.06
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Onto Innovation | Earnings Review: High Bandwidth Mogging (Free Release)
ONTO (earnings): Q4 in-line, Q1 guide $265M. $240M VPA w/ 'leading HBM mfr' (likely Micron) for Dragonfly 2D/3D thru 2027, $80-120M ships 2026 vs $30M est—mogging Camtek. Adv pkg growth raised to 30%+ (from 20%) w/ ZERO TSMC G5 contribution yet. Front-end metrology +15% but low visibility on timing. No G5 qual update = upside if/when TSMC shares recaptured.
Read full article (7 min)