ONTO Onto Innovation Inc.

ONTO Onto Innovation Inc.

Technology · Semiconductor Equipment & Materials

Desk view

Watchingmedium conviction
Perspectives Optical Supercycle

Market read

Scan convergence 3 scans as of 2026-08-17 3 bull converging

POC $130.74 · VWAP $210.48 · +66.8% vs 12m avg buyer

pullback vol: expandinggaps: overnight-shiftchurn: quiet as of

Insiders no data — outside the Form 4 poll — US-filer feed only (foreign filers report via MAR managers'-transactions notices)

Coverage

4 related perspectives

Watchlists @optical-supply-chain@wfe-test-metrology

ONTO Price Structure

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Peers

Every watchlist ONTO belongs to, members best 30-day change first — ONTO highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@wfe-test-metrology
View watchlist →
TER+37.5% +5.8%1d +21.4%7d FORM+30.9% +5.0%1d +22.9%7d ONTO+25.5% +5.9%1d +20.6%7d ENTG+17.6% +0.8%1d +13.0%7d CAMT+17.6% +3.9%1d +8.4%7d LRCX+9.8% +3.5%1d +12.3%7d ASML+7.9% +2.1%1d +8.6%7d BESIY+6.2% +1.3%1d +8.1%7d ACLS+5.6% +2.8%1d +8.7%7d KLIC+4.7% +2.7%1d +17.7%7d AMAT+1.1% +5.5%1d +2.6%7d MKSI-1.2% +3.2%1d +9.8%7d AMKR-2.6% +3.9%1d +15.9%7d KLAC-3.3% +1.0%1d +6.7%7d
@optical-supply-chain
View watchlist →
AXTI+109.3% +17.6%1d +30.0%7d AEHR+79.7% +8.6%1d +37.1%7d SOI.PA+52.9% +3.3%1d +11.0%7d AAOI+51.2% +3.1%1d +16.5%7d LPTH+41.5% -2.4%1d +17.8%7d IQEPF+40.8% +7.8%1d +11.3%7d KOPN+39.6% -3.3%1d +26.4%7d LAZR+34.9% +6.3%1d +14.5%7d LITE+32.2% +4.6%1d +19.1%7d SNDK+31.9% +8.9%1d +44.3%7d FORM+30.9% +5.0%1d +22.9%7d POET+27.2% -1.9%1d +9.6%7d COHR+26.5% +7.8%1d +7.9%7d ONTO+25.5% +5.9%1d +20.6%7d FN+25.1% +5.0%1d +13.7%7d SMTC+23.4% +9.9%1d +17.5%7d JBL+22.9% +1.9%1d +9.9%7d MTSI+22.5% +3.5%1d +10.3%7d 6779.T+22.5% +4.5%1d +12.3%7d ALMU+21.8% -3.5%1d +3.3%7d VIAV+21.2% +6.3%1d +24.3%7d HIMX+20.4% +1.2%1d +4.7%7d OPTX+20.3% +2.3%1d +18.1%7d LWLG+19.1% -2.0%1d -2.2%7d CIEN+18.9% +3.8%1d +14.9%7d IBIDF+18.6% 0.0%1d +40.5%7d MXL+18.0% -0.1%1d +23.9%7d PLAB+16.5% +0.8%1d +4.7%7d SIVEF+16.1% -4.0%1d -7.2%7d CLS+13.0% +1.6%1d +8.1%7d TSEM+12.7% -0.7%1d +4.5%7d GLW+12.0% +4.3%1d +9.8%7d ALAB+5.5% -0.5%1d +0.9%7d ALRIB.PA+0.7% +0.3%1d -0.3%7d FLTCF+0.6% -2.3%1d -1.8%7d LPK.DE+0.3% 0.0%1d -3.5%7d NGKIF-23.6% 0.0%1d +4.5%7d

Next earnings ONTO reports in 79 days Nov 5

Last report May 5

Reported the quarter ending 2026-03-31: revenue $292M, diluted EPS $0.67, net income $34M (SEC filing, corroborated by the desk's provider cache). Across the print the stock moved -1.8% (close before → first close after).

full note →

Against street estimates

How ONTO's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. EPS only.

8 most recent of 10 quarters · newest report Aug 6 · projection Aug 17

Result
Aug 6 1.691.93+14.2%Beat
May 5 1.421.42 GAAP ≠ +0.3%In line
Feb 19 1.261.26-0.2%In line
Nov 6 '25 0.870.92 GAAP ≠ +5.9%Beat
Aug 7 '25 1.281.25 GAAP ≠ -2.1%Miss
May 8 '25 1.471.51+2.9%Beat
Feb 6 '25 1.411.51+7.3%Beat
Oct 31 '24 1.321.34+1.5%In line

Recent news

Headlines about ONTO from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled 10 days ago · Aug 8

ONTO research tape

51 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

scan Monster Scan — 2026-08-17 scan WFE / Test-Metrology Scan — August 14, 2026 scan Optical Supply Chain Scan — August 14, 2026 scan Monster Scan — 2026-08-14 scan Monster Scan — 2026-08-13
Types
Aug 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 14 Scan WFE / Test Metrology Scan
FORMTERCAMTONTOENTGACLSKLACAMAT +4 more
Aug 14 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Aug 14 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 13 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 12 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 8 Scan WFE / Test Metrology Scan
FORMTERCAMTONTOENTGACLSKLACAMAT +4 more
Aug 8 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Aug 8 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAALAAMIAAOIABBNY +4 more
Aug 6 Catalyst ONTO earnings
ONTO
Jul 31 Scan WFE / Test Metrology Scan
FORMTERCAMTONTOENTGACLSKLACAMAT +4 more
Jul 31 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jul 31 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 28 Scan WFE / Test Metrology Scan
FORMTERCAMTONTOENTGACLSKLACAMAT +4 more
Jul 28 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jul 28 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 25 Scan WFE / Test Metrology Scan
FORMTERCAMTONTOENTGACLSKLACAMAT +4 more
Jul 25 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jul 25 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 17 Scan WFE / Test Metrology Scan
FORMTERCAMTONTOENTGACLSKLACAMAT +4 more
Jul 17 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jul 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Jul 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Jul 11 Scan WFE / Test Metrology Scan
FORMTERCAMTONTOENTGACLSKLACAMAT +4 more
Jul 11 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jul 11 Scan Monster Scan
005930.KS298040.KS5991.T6324.T6779.TAAMIAAOIABCL +4 more
Jul 7 Scan WFE / Test Metrology Scan
FORMTERCAMTONTOENTGACLSKLACAMAT +4 more
Jul 7 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jun 26 Scan WFE / Test / Metrology Scan
FORMTERCAMTONTOENTGACLSKLACAMAT +4 more
Jun 26 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jun 25 Scan WFE / Test / Metrology Scan
FORMTERCAMTONTOENTGACLSKLACAMAT +4 more
Jun 25 Scan Monster Scan
005930.KS5991.T6779.TAAAALAAONAAUCABCL +4 more
Jun 25 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jun 20 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAONABSI +4 more
Jun 20 Scan WFE / Test / Metrology Scan
FORMTERCAMTONTOENTGACLSKLACAMAT +4 more
Jun 20 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jun 16 Scan Monster Scan
005930.KS6779.TAAOIAEHRAIXA.DEALABALRIB.PAAMKR +4 more
Jun 16 Scan Optical Supply Chain Scan
6779.TAAOIAEHRALABALMUALRIB.PAAXTICIEN +4 more
Jun 3 Investigation Nearline HDD storage chokepoint — demand corroborated, supply chain mapped, durable vs bubble and coverage decision
STXWDCMUSNDKAMATLRCXKLACTER#memory-supercycle#ai-power-bottleneck +3 more
Jun 3 Investigation Following the money up Dell's supply chain — where the alpha moved and what's durable vs cyclical bubble
DELLMUSNDKSTXWDCAMDINTCNVDA#memory-supercycle#ai-power-bottleneck#ai-power-delivery +4 more
May 29 Scan Optical Supply Chain Scan
6779.TAAOIAEHRALABALMUALRIB.PAAXTICIEN +4 more
May 25 Investigation Optical supercycle WHY: what specifically drove the CIEN/COHR demand acceleration
CIENCOHRLITEFNAAOICRDOALABTSEM#optical-supercycle#ai-power-bottleneck#ai-power-delivery +3 more
May 5 Catalyst ONTO earnings
ONTO
Apr 28 Scan Optical Supply Chain Scan
ALABAXTICIENCLSCOHRFNFORMGLW +4 more
Apr 28 Scan Monster Scan
AAOIADEAAEHRAEISAFRMAGXALMAMD +4 more
Apr 27 Reference @pepemoonboy Fintwit Mirror
AMKRCLSFNONTOPLAB
Apr 26 Scan Optical Supply Chain Scan
ALABAXTICIENCLSCOHRFNFORMGLW +4 more
Apr 26 Scan Monster Scan
AAAAOIAAUCACHCACLSACLXADEAAEHR +4 more
Apr 13 Scan Optical Supply Chain
ALABAXTICIENCLSCOHRFNGLWLITE +4 more
Apr 11 Source Follows Roundup
AAOIAEHRAMKRAMZNAXTICIENCLSCOHR +4 more
Apr 10 Source AI Chip Picks & Shovels Portfolio — @pepemoonboy
AMKRPLABCLSFNONTONVDA