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Onto Innovation provides semiconductor capital equipment and software for process control, metrology, and inspection. Its products include 3D metrology, macro defect inspection, unpatterned wafer quality assessment, and factory analytics software; these tools measure nanoscale transistor features and micron-level die interconnects, while software analyzes the data to give actionable manufacturing insights and customers buy equipment with ongoing service contracts and licenses. The company differentiates itself by offering an end-to-end process-control portfolio that spans front-end fabrication and back-end packaging, a result of the 2019 merger of Nanometrics and Rudolph Technologies, with integrated hardware and analytics that support complex architectures like chiplets. Its goal is to help semiconductor manufacturers increase device yield, boost productivity, and lower total production costs, aligning with capital spending cycles in AI workloads and advanced node technologies.
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1,001-5,000
Company Stage
IPO
Headquarters
Wilmington, MA
Founded
2019
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Onto Innovation, which makes inspection and metrology equipment for chipmakers, has seen its stock rise 207.7% since June 25, 2021, before dividends. Sales growth explains about half of that gain. Twelve-month sales reached $1.12 billion to June 30, 2026, up 73.9% from $644 million five years earlier, including product lines bought from Semilab in November 2025. The rest came from a higher price-to-earnings multiple, which rose from 41.1 to 83.1. Net margin slipped to 11.8% from 13.5%, and the share count barely moved. To repeat the rise with margin, multiple and share count unchanged, sales would need to grow 23.4% a year. They grew 11.7% a year over the past five years. Revenue rose 35.3% year on year in fiscal Q2 2026. Onto next reports in November 2026.
SK Hynix posted a 632% jump in operating profit and plans a $75.5 billion shareholder return. The South Korean chipmaker said the AI memory shortage will last through at least 2030, with over half of its 2027 and 2028 capacity already sold under long-term deals. Easing the shortage requires heavy spending on cleanrooms, wafer fabrication systems, and 3D packaging. Two suppliers stand to gain, and both fell in October's tech pullback. Onto Innovation, which SK Hynix named its Best Partner for Technology Achievement, dropped nearly 32% to about $214. It reported record quarterly revenue of $343.1 million, up 35%, and backlog above $1.1 billion. Applied Materials fell 25.2% to about $395.93. Its DRAM equipment revenue rose 52% year-over-year, lifting net sales to $9.12 billion.
NetworkNewsBreaks - Nightfood Holdings Inc. (OTCQB: NGTF) featured in AINewsWire editorial on AI semiconductor manufacturing and automation. October 28, 2026 Nightfood Holdings (OTCQB: NGTF), operating as TechForce Robotics, was featured in an AINewsWire editorial examining growing demand for semiconductor manufacturing equipment and automated inspection technologies amid expanding artificial intelligence ("AI") infrastructure investment. The editorial highlights Nightfood's recent acquisition of designs, technology and expertise for automated optical inspection ("AOI") equipment used in chip-on-wafer-on-substrate ("CoWoS") advanced semiconductor packaging. The company plans to establish a 20,000-square-foot manufacturing facility in Taiwan, targeting initial production of 10 to 15 units monthly and first sales and shipments in late November or early December 2026, subject to production readiness, customer demand and regulatory requirements. The editorial also cites industry forecasts projecting worldwide semiconductor equipment sales of $165.9 billion in 2026. The editorial places Nightfood alongside other companies advancing semiconductor manufacturing, inspection and industrial automation technologies, including KLA Corp. (NASDAQ: KLAC), which highlighted growing demand for advanced process-control solutions; Onto Innovation Inc. (NYSE: ONTO), which received a Best Partner award from SK hynix for its contributions to high-bandwidth memory defect prevention; Applied Optoelectronics Inc. (NASDAQ: AAOI), which announced the shipment of its millionth 1.8GHz amplifier and demonstrated new broadband and optical technologies; and Richtech Robotics Inc. (NASDAQ: RR), which showcased its AI-enabled industrial humanoid robot and autonomous mobile robot working together at IMTS 2026. The editorial underscores the expanding role of inspection equipment, advanced packaging and automation in supporting AI infrastructure growth. About Nightfood Holdings, Inc. (d/b/a TechForce Robotics) Nightfood Holdings, Inc., doing business as TechForce Robotics, is an advanced robotics and automation company focused on delivering intelligent, scalable solutions for industrial and commercial applications. The Company integrates robotics, artificial intelligence and software-driven systems to optimize operations, improve efficiency and enable next-generation automation. TechForce Robotics partners with organizations to design and deploy customized robotic solutions that address evolving operational requirements. About TechForce Advanced Manufacturing TechForce Advanced Manufacturing, Inc. is a Nevada corporation formed to develop, manufacture, commercialize, install and support semiconductor automation and inspection systems. Its initial focus is expanding Wafer Sorter and AOI production for wafer-based semiconductor and CoWoS-related advanced-packaging applications, while pursuing future applications supporting emerging Chip-on-Panel-on-Substrate ("CoPoS") manufacturing processes. NOTE TO INVESTORS: The latest news and updates relating to NGTF are available in the company's newsroom at http://nnw.fm/NGTF About NetworkNewsWire NetworkNewsWire ("NNW") is a specialized communications platform with a focus on financial news and content distribution for private and public companies and the investment community. It is one of 75+ brands within the Dynamic Brand Portfolio @ IBN that delivers: (1) access to a vast network of wire solutions via InvestorWire to efficiently and effectively reach a myriad of target markets, demographics and diverse industries; (2) article and editorial syndication to 5,000+ outlets; (3) enhanced press release enhancement to ensure maximum impact; (4) social media distribution via IBN to millions of social media followers; and (5) a full array of tailored corporate communications solutions. With broad reach and a seasoned team of contributing journalists and writers, NNW is uniquely positioned to best serve private and public companies that want to reach a wide audience of investors, influencers, consumers, journalists and the general public. By cutting through the overload of information in today's market, NNW brings its clients unparalleled recognition and brand awareness. NNW is where breaking news, insightful content and actionable information converge. To receive SMS text alerts from NetworkNewsWire, text "STOCKS" to 888-902-4192 (U.S. Mobile Phones Only) Please see full terms of use and disclaimers on the NetworkNewsWire website applicable to all content provided by NNW, wherever published or re-published: https://www.NetworkNewsWire.com/Disclaimer NetworkNewsWire is powered by IBN
Onto Innovation (ONTO) trades at 82.8 times trailing earnings, against 23.0 for the S&P 500. Profit fell to $133 million in the twelve months to June 2026, from $200 million a year earlier. Trefis estimates Onto must grow revenue about 11.5% a year for six years to justify its $10.98 billion market value. That implies $2.15 billion in revenue at a 20.3% net margin, 1.92 times the current $1.12 billion. Fiscal Q2 2026 revenue rose 35.3% year on year. Management raised its advanced packaging growth outlook to about 80% from 50%, and said backlog hit a record, with 30% to 40% covering 2027. If net margin stayed at 11.8%, required growth would rise to about 21.9% a year. Management will present an updated financial model in December 2026.
Onto Innovation (NYSE:ONTO) shares gap down - what's next? Posted by Andrew Walz on Sep 16th, 2026 Onto Innovation Inc. (NYSE:ONTO - Get Free Report) shares gapped down prior to trading on Monday. The stock had previously closed at $281.26, but opened at $256.41. Onto Innovation shares last traded at $258.6030, with a volume of 79,721 shares trading hands. NYSE stock quotes Analysts set new price targets. A number of equities analysts have commented on ONTO shares. Deutsche Bank Aktiengesellschaft initiated coverage on shares of Onto Innovation in a report on Friday, June 5th. They issued a "buy" rating and a $350.00 target price for the company. Jefferies Financial Group raised their price target on shares of Onto Innovation from $350.00 to $400.00 and gave the company a "buy" rating in a report on Friday, August 7th. Needham & Company LLC lifted their price objective on shares of Onto Innovation from $330.00 to $360.00 and gave the stock a "buy" rating in a research report on Friday, August 7th. Weiss Ratings upgraded shares of Onto Innovation from a "hold (c-)" rating to a "hold (c)" rating in a research note on Friday, August 21st. Finally, Freedom Capital raised shares of Onto Innovation to a "strong-buy" rating in a research report on Wednesday, June 17th. Two equities research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating and one has assigned a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Buy" and a consensus target price of $378.00. Onto Innovation trading down 2.4%. The company has a 50 day moving average of $285.51 and a two-hundred day moving average of $270.69. The company has a debt-to-equity ratio of 0.77, a quick ratio of 8.33 and a current ratio of 9.73. The stock has a market capitalization of $11.98 billion, a PE ratio of 91.75, a P/E/G ratio of 0.82 and a beta of 1.59. Onto Innovation (NYSE:ONTO - Get Free Report) last released its quarterly earnings results on Thursday, August 6th. The semiconductor company reported $1.93 EPS for the quarter, beating analysts' consensus estimates of $1.69 by $0.24. The company had revenue of $343.13 million during the quarter, compared to analysts' expectations of $325.29 million. Onto Innovation had a return on equity of 13.44% and a net margin of 11.84%.The firm's revenue was up 35.3% compared to the same quarter last year. During the same period last year, the business posted $1.25 earnings per share. Onto Innovation has set its Q3 2026 guidance at 2.180-2.380 EPS. Sell-side analysts predict that Onto Innovation Inc. will post 8.04 EPS for the current year. Track Stocks Bonds Insider activity at Onto Innovation. In related news, Director Susan Lynch sold 1,000 shares of the stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $302.30, for a total value of $302,300.00. Following the completion of the transaction, the director directly owned 2,684 shares of the company's stock, valued at $811,373.20. This trade represents a 27.14% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.51% of the stock is owned by insiders. Institutional inflows and outflows. A number of hedge funds have recently bought and sold shares of ONTO. Allworth Financial LP lifted its holdings in Onto Innovation by 3.9% in the second quarter. Allworth Financial LP now owns 987 shares of the semiconductor company's stock valued at $374,000 after acquiring an additional 37 shares during the period. Parallel Advisors LLC grew its stake in shares of Onto Innovation by 16.5% during the 1st quarter. Parallel Advisors LLC now owns 395 shares of the semiconductor company's stock worth $81,000 after purchasing an additional 56 shares during the period. Kestra Advisory Services LLC grew its stake in shares of Onto Innovation by 4.9% during the 1st quarter. Kestra Advisory Services LLC now owns 1,368 shares of the semiconductor company's stock worth $281,000 after purchasing an additional 64 shares during the period. Highland Investment Advisors LLC purchased a new position in shares of Onto Innovation in the 2nd quarter valued at about $25,000. Finally, Fiduciary Financial Advisors purchased a new position in shares of Onto Innovation in the 2nd quarter valued at about $25,000. Institutional investors and hedge funds own 98.35% of the company's stock. Compare Credit Cards Onto Innovation company profile. Onto Innovation Inc (NYSE:ONTO) develops process control, inspection, metrology and lithography systems used in the semiconductor and advanced packaging industries. Its technologies help chip manufacturers monitor and improve processes throughout wafer fabrication, packaging and other stages of production. The company's products include optical metrology systems, wafer and macro-defect inspection tools, three-dimensional metrology solutions, lithography systems and process-control software. Receive News & Ratings for Onto Innovation Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Onto Innovation and related companies with MarketBeat.com's FREE daily email newsletter.
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Industries
Company Size
1,001-5,000
Company Stage
IPO
Headquarters
Wilmington, MA
Founded
2019
Find jobs on Simplify and start your career today
Don't see your dream role? Check out thousands of other roles on Simplify.Browse all jobs