Onto Innovation
ConvictionModerate
Capital-equipment plus recurring. Sells optical metrology/inspection systems (Atlas OCD/thin-film, Dragonfly macro-inspection, Iris films metrology), process-control software, and parts/service to leading-edge chipmakers and OSATs. Cyclical equipment sales tied to fab and advanced-packaging capex, with a growing service + software attach.
Revenuefact
$291.9M Q1 FY26 / $1.005B FY25Rev growthfact
+9.5% YoY Q1 FY26+1.8% YoY FY25Gross marginfact
50.1% GAAP / 55.7% non-GAAPQ1 FY26Op marginfact
11.5% GAAP / 26.7% non-GAAPQ1 FY26Capex intensityfact
~1.2%capex $3.6M / rev $291.9M, Q1 FY26Market cap
~$16.0Bfact, at $322.25, Jun 25 2026Price · 1-year trend
real · weekly$344+248% 1yUSD
52-week range
$94 – $344
52w lowas of 2026-06-25 · Yahoo Finance52w high
Across the boards
The thesis on this name
opportunityModerate
Memory super-cycle monitor
Full context
position · longModerate
Memory super-cycle monitor
Full context
book · long
Memory super-cycle monitor
Full context
The read
Where our coverage leans
Coverage leans bullish
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Earnings, margins & COGS, the income-statement breakdown, SWOT, moats & dependencies, the supplier–customer ecosystem graph, top signals & trends, and the valuation range.
- Income statement & margin structure
- SWOT, moats & dependency map
- Supplier–customer ecosystem graph
- Signals, trends & valuation range
Not investment advice — analyst work product for a qualified professional.· intel vintage Jun 2026· sign in (free) for the analyst summary; Pro unlocks full intelligence