ONTO
ONTO INNOVATION INC.
$268.99
+6.22%
$13.4B
No data for this timeframe.
Vol
Market Cap$13.4B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (86%)
Inst. Holders8 funds
Inst. Value$1.3B
Inst. Activity2 buys / 3 sells
Reddit Sentiment58° Warm
SEC Reports2
Recent Activity
Jun 8, 2026
short_volume
Short Volume: ONTO — 55.4% short (0.3M / 0.5M)
Short: 295,131 | Exempt: 37 | TRF Vol: 532,573 | Short Ratio: 55.4% | Off-exchange volume (dark pool
May 20, 2026
Insider
Kelley Stephen Douglas sold 761 shares
Director @ $0.00 ($0.00)
May 20, 2026
Insider
Lynch Susan D sold 761 shares
Director @ $0.00 ($0.00)
May 20, 2026
Insider
MILLER DAVID BRIAN sold 761 shares
Director @ $0.00 ($0.00)
May 18, 2026
SEC
Onto Innovation announced a proposed private offering of $1.1 billion in convertible senior notes due 2031, with an unde
8-K — Impact 6/10
Apr 21, 2026
SEC
Onto Innovation reported preliminary Q1 2026 revenue of $292 million, exceeding its prior guidance of $275–285 million,
8-K — Impact 8/10
Inst.
NORGES BANK — NEW
664,755 shares ($104.9M)
Inst.
MORGAN STANLEY — TRIM
467,189 shares ($73.8M)
Price Targets
$351.88
+28.4% upside
Strong Buy
Current $274.03
Low $330.00
Median $350.00
High $370.00
8 analysts
$330.00
$370.00
Analyst Ratings
5Strong Buy
7Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 5, 2026 | Deutsche Bank | INITIATE | Buy |
| May 6, 2026 | Needham | MAINTAIN | Buy → Buy |
| Apr 20, 2026 | Needham | MAINTAIN | Buy → Buy |
| Apr 17, 2026 | B. Riley Securities | MAINTAIN | Buy → Buy |
| Apr 17, 2026 | Oppenheimer | MAINTAIN | Outperform → Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $1.69 | $1.67 — $1.73 | 36% YoY | 8 |
| Next Q | $1.92 ▲ +0.6% | $1.84 — $2.03 | 109% YoY | 8 |
| Current FY | $7.16 ▲ +1.3% | $7.01 — $7.40 | 45% YoY | 8 |
| Next FY | $9.66 ▲ +5.5% | $8.96 — $10.80 | 35% YoY | 8 |
Latest Reports
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $880.3M | — |
| NORGES BANK | $104.9M | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $79.6M | ADD |
| MORGAN STANLEY | $73.8M | TRIM |
| FMR LLC | $71.3M | TRIM |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 20, 2026 | Kelley Stephen | A | $0.00 |
| May 20, 2026 | Lynch Susan | A | $0.00 |
| May 20, 2026 | MILLER DAVID | A | $0.00 |
| May 20, 2026 | SCHWARTZ STEPHEN | A | $0.00 |
| May 20, 2026 | SEAMS CHRISTOPHER | A | $0.00 |
Reddit Sentiment
58°▼
Warm
Bearish
Neutral
Bullish
8 institutional holders with $1.3B total value (8,033,645 shares) as of 2025-Q4. Top holders: VANGUARD, NORGES, CHARLES. Net selling activity: 3 institutions trimmed/exited vs 2 added.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 5,576,305 | $880.3M | 69.4% | — |
| 2 | NORGES BANK | 664,755 | $104.9M | 8.3% | NEW |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 504,307 | $79.6M | 6.3% | ADD +41.7% |
| 4 | MORGAN STANLEY | 467,189 | $73.8M | 5.8% | TRIM -40.9% |
| 5 | FMR LLC | 451,355 | $71.3M | 5.6% | TRIM -45.6% |
| 6 | BANK OF AMERICA CORP /DE/ | 232,874 | $36.8M | 2.9% | ADD +71.2% |
| 7 | TWO SIGMA INVESTMENTS, LP | 86,455 | $13.6M | 1.1% | NEAR_EXIT -78.3% |
| 8 | WELLS FARGO & COMPANY/MN | 50,405 | $8.0M | 0.6% | TRIM -48.2% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 664,755 | — | $104.9M | 2025-Q4 |
| MORGAN STANLEY | TRIM | 790,443 | 467,189 | -40.9% | $73.8M | 2025-Q4 |
| FMR LLC | TRIM | 830,219 | 451,355 | -45.6% | $71.3M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 135,995 | 232,874 | +71.2% | $36.8M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | NEAR_EXIT | 399,246 | 86,455 | -78.3% | $13.6M | 2025-Q4 |
| FMR LLC | TRIM | 1,393,591 | 830,219 | -40.4% | $107.3M | 2025-Q3 |
| MORGAN STANLEY | ADD | 451,836 | 790,443 | +74.9% | $102.1M | 2025-Q3 |
| UBS Group AG | TRIM | 983,854 | 632,932 | -35.7% | $81.8M | 2025-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 354,621 | 502,445 | +41.7% | $64.9M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 607,138 | 399,246 | -34.2% | $51.6M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | NEAR_EXIT | 558,702 | 135,995 | -75.7% | $17.6M | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | TRIM | 79,459 | 41,182 | -48.2% | $5.3M | 2025-Q3 |
| NORGES BANK | EXIT | 712,979 | 0 | -100.0% | $0.00 | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 76,774 | 0 | -100.0% | $0.00 | 2025-Q3 |
| FMR LLC | ADD | 1,025,718 | 1,393,591 | +35.9% | $140.7M | 2025-Q2 |
| UBS Group AG | DOUBLED | 212,723 | 983,854 | +362.5% | $99.3M | 2025-Q2 |
| NORGES BANK | NEW | — | 712,979 | — | $72.0M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 5,283 | 607,138 | +11392.3% | $61.3M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | ADD | 353,722 | 558,702 | +57.9% | $56.4M | 2025-Q2 |
| MORGAN STANLEY | ADD | 288,475 | 451,836 | +56.6% | $45.6M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | ADD | 57,361 | 79,459 | +38.5% | $8.0M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 76,774 | — | $7.7M | 2025-Q2 |
| FMR LLC | ADD | 743,226 | 1,025,718 | +38.0% | $124.5M | 2025-Q1 |
| CITADEL ADVISORS LLC | DOUBLED | 67,863 | 146,115 | +115.3% | $17.7M | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | ADD | 42,697 | 57,361 | +34.3% | $7.0M | 2025-Q1 |
12 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 20, 2026 | Kelley Stephen Douglas | Director | A | 761 | $0.00 | $0.00 |
| May 20, 2026 | Lynch Susan D | Director | A | 761 | $0.00 | $0.00 |
| May 20, 2026 | MILLER DAVID BRIAN | Director | A | 761 | $0.00 | $0.00 |
| May 20, 2026 | SCHWARTZ STEPHEN S | Director | A | 761 | $0.00 | $0.00 |
| May 20, 2026 | SEAMS CHRISTOPHER A | Director | A | 761 | $0.00 | $0.00 |
| May 20, 2026 | Su May | Director | A | 761 | $0.00 | $0.00 |
| May 15, 2026 | OH Yoon Ah | SVP, Gen Counsel & Corp Sec | F | 530 | $271.77 | $144.0K |
| May 15, 2026 | YALDAEI RAMIL | Chief Operating Officer | F | 218 | $271.77 | $59.2K |
| Mar 3, 2026 | OH Yoon Ah | SVP, Gen Counsel & Corp Sec | F | 417 | $207.50 | $86.5K |
| Mar 3, 2026 | Plisinski Michael P | Chief Executive Officer | F | 3,742 | $207.50 | $776.5K |
| Mar 3, 2026 | Dolev Ido | EVP, Prod Solutions Grp | F | 819 | $207.50 | $169.9K |
| Mar 3, 2026 | YALDAEI RAMIL | Chief Operating Officer | F | 615 | $207.50 | $127.6K |
| Mar 2, 2026 | Chen Shirley | SVP Customer Success | A | 2,523 | $0.00 | $0.00 |
| Mar 2, 2026 | Chen Shirley | SVP Customer Success | A | 1,261 | $0.00 | $0.00 |
| Mar 2, 2026 | Plisinski Michael P | Chief Executive Officer | A | 14,479 | $0.00 | $0.00 |
| Mar 2, 2026 | ROBERTS BRIAN K | Chief Financial Officer | A | 3,096 | $0.00 | $0.00 |
| Mar 2, 2026 | ROBERTS BRIAN K | Chief Financial Officer | A | 1,548 | $0.00 | $0.00 |
| Mar 2, 2026 | Plisinski Michael P | Chief Executive Officer | A | 7,239 | $0.00 | $0.00 |
| Mar 2, 2026 | Dolev Ido | EVP, Prod Solutions Grp | A | 3,440 | $0.00 | $0.00 |
| Mar 2, 2026 | Dolev Ido | EVP, Prod Solutions Grp | A | 1,720 | $0.00 | $0.00 |
| Mar 2, 2026 | YALDAEI RAMIL | Chief Operating Officer | A | 7,683 | $0.00 | $0.00 |
| Mar 2, 2026 | YALDAEI RAMIL | Chief Operating Officer | A | 1,548 | $0.00 | $0.00 |
| Mar 2, 2026 | OH Yoon Ah | SVP, Gen Counsel & Corp Sec | A | 2,408 | $0.00 | $0.00 |
| Mar 2, 2026 | OH Yoon Ah | SVP, Gen Counsel & Corp Sec | A | 1,204 | $0.00 | $0.00 |
| Mar 1, 2026 | YALDAEI RAMIL | Chief Operating Officer | M | 844 | $0.00 | $0.00 |
| Mar 1, 2026 | OH Yoon Ah | SVP, Gen Counsel & Corp Sec | M | 724 | $0.00 | $0.00 |
| Mar 1, 2026 | OH Yoon Ah | SVP, Gen Counsel & Corp Sec | M | 941 | $0.00 | $0.00 |
| Mar 1, 2026 | YALDAEI RAMIL | Chief Operating Officer | M | 649 | $0.00 | $0.00 |
| Mar 1, 2026 | Plisinski Michael P | Chief Executive Officer | M | 4,597 | $0.00 | $0.00 |
| Mar 1, 2026 | Plisinski Michael P | Chief Executive Officer | M | 5,971 | $0.00 | $0.00 |
2 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 1 mixed, 0 neutral. Avg impact: 7.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (86% buy). Based on 14 analysts: 5 strong buy, 7 buy, 2 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$351.88 mean target
+28.4% upside
Strong Buy (1.13)
$330.00 Low
$370.00 High
| Metric | Value |
|---|---|
| Current Price | $274.03 |
| Target Low | $330.00 |
| Target Mean | $351.88 |
| Target Median | $350.00 |
| Target High | $370.00 |
| # Analysts | 8 |
| Recommendation | Strong Buy (1.13) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$1.69 | $1.67 | $1.73 | 35.6% | +0.4% | 7↑ 0↓ | $0.3B | 28.3% | 8 |
| Next Q 2026-09-30 |
$1.92 | $1.84 | $2.03 | 108.8% | +0.6% | 6↑ 1↓ | $0.4B | 61.8% | 8 |
| Current FY 2026-12-31 |
$7.16 | $7.01 | $7.40 | 45.0% | +1.3% | 7↑ 0↓ | $1.3B | 33.4% | 8 |
| Next FY 2027-12-31 |
$9.66 | $8.96 | $10.80 | 34.9% | +5.5% | 7↑ 0↓ | $1.6B | 21.5% | 8 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $1.695 | |
| 7d ago | $1.693 | +0.002 |
| 30d ago | $1.689 | +0.006 |
| 60d ago | $1.516 | +0.179 |
| 90d ago | $1.516 | +0.179 |
8 analyst firms have rated this stock: 2 upgrades, 0 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 5, 2026 | Deutsche Bank | INITIATE | — | Buy |
| May 6, 2026 | Needham | MAINTAIN | Buy | Buy |
| Apr 20, 2026 | Needham | MAINTAIN | Buy | Buy |
| Apr 17, 2026 | B. Riley Securities | MAINTAIN | Buy | Buy |
| Apr 17, 2026 | Oppenheimer | MAINTAIN | Outperform | Outperform |
| Apr 17, 2026 | Evercore ISI Group | MAINTAIN | Outperform | Outperform |
| Apr 17, 2026 | Stifel | UPGRADE | Hold | Buy |
| Apr 13, 2026 | B. Riley Securities | MAINTAIN | Buy | Buy |
| Apr 6, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | Overweight |
| Feb 20, 2026 | B. Riley Securities | MAINTAIN | Buy | Buy |
| Feb 20, 2026 | Stifel | MAINTAIN | Hold | Hold |
| Feb 20, 2026 | Needham | MAINTAIN | Buy | Buy |
| Feb 19, 2026 | Evercore ISI Group | MAINTAIN | Outperform | Outperform |
| Feb 18, 2026 | Stifel | MAINTAIN | Hold | Hold |
| Feb 17, 2026 | Cantor Fitzgerald | UPGRADE | Neutral | Overweight |
| Jan 20, 2026 | Needham | MAINTAIN | Buy | Buy |
| Jan 15, 2026 | B. Riley Securities | MAINTAIN | Buy | Buy |
| Jan 14, 2026 | Stifel | MAINTAIN | Hold | Hold |
| Jan 6, 2026 | Needham | MAINTAIN | Buy | Buy |
| Dec 15, 2025 | Jefferies | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| 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% | |
| Jan 1, 2026 | 4 | 7 | 4 | 0 | 0 | 73% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
58°
Warm
Bearish
Neutral
Bullish
9 mentions
2 bullish
0 bearish
8 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 12, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| May 12, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| Apr 19, 2026 | 2 | 50° Neutral | 0 | 0 | 2 |
| Apr 19, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 16, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Apr 16, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Apr 5, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 5, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
$ONTO
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⚡ 0.5
$ONTO AI-Scorecard.
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Jun 8, 2026
short_volume
Short Volume: ONTO — 55.4% short (0.3M / 0.5M)
Short: 295,131 | Exempt: 37 | TRF Vol: 532,573 | Short Ratio: 55.4% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: ONTO — 67.8% short (0.4M / 0.6M)
Short: 383,111 | Exempt: 103 | TRF Vol: 565,311 | Short Ratio: 67.8% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: ONTO — 55.6% short (0.4M / 0.7M)
Short: 414,730 | Exempt: 258 | TRF Vol: 745,366 | Short Ratio: 55.6% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: ONTO — 73.5% short (0.4M / 0.5M)
Short: 377,113 | Exempt: 0 | TRF Vol: 513,107 | Short Ratio: 73.5% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: ONTO — 75.0% short (0.6M / 0.8M)
Short: 587,661 | Exempt: 112 | TRF Vol: 783,982 | Short Ratio: 75.0% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: ONTO — 74.5% short (1.4M / 1.8M)
Short: 1,351,461 | Exempt: 10 | TRF Vol: 1,814,435 | Short Ratio: 74.5% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: ONTO — 1.8M shares, 44,019 trades
Week starting 2026-05-18. Total ATS volume: 1,784,996 shares across 44,019 trades.
May 11, 2026
dark_pool
Dark Pool: ONTO — 1.1M shares, 34,284 trades
Week starting 2026-05-11. Total ATS volume: 1,109,389 shares across 34,284 trades.
May 5, 2026
earnings_calendar
ONTO Q1 2026 Earnings Scheduled — 2026-05-05
May 4, 2026
dark_pool
Dark Pool: ONTO — 1.9M shares, 44,157 trades
Week starting 2026-05-04. Total ATS volume: 1,898,578 shares across 44,157 trades.
Apr 27, 2026
short_interest
FTD: ONTO — 5,301 shares ($1.6M) failed to deliver
Settlement: 20260427, Price: $307.86, FTD Value: $1,631,965.86, ONTO INNOVATION INC COM (DE)
Apr 27, 2026
dark_pool
Dark Pool: ONTO — 1.2M shares, 34,284 trades
Week starting 2026-04-27. Total ATS volume: 1,237,819 shares across 34,284 trades.
Apr 20, 2026
dark_pool
Dark Pool: ONTO — 1.5M shares, 38,253 trades
Week starting 2026-04-20. Total ATS volume: 1,465,974 shares across 38,253 trades.
Apr 20, 2026
short_interest
FTD: ONTO — 5,597 shares ($1.6M) failed to deliver
Settlement: 20260420, Price: $290.76, FTD Value: $1,627,383.72, ONTO INNOVATION INC COM (DE)
Apr 17, 2026
short_interest
FTD: ONTO — 5,606 shares ($1.5M) failed to deliver
Settlement: 20260417, Price: $267.15, FTD Value: $1,497,642.9, ONTO INNOVATION INC COM (DE)