Onto Innovation

At the Citi Global TMT Conference, Onto Innovation reported accelerated growth expected to be about 40% in 2026, significantly outpacing the wafer fab equipment market. The order backlog exceeds USD 1.1 billion, with 60–70% of that expected to ship in 2026, and the new products Dragonfly G5 and Atlas G6 are gaining rapid market acceptance. Advanced packaging grew about 80% in 2026 and, together with higher average selling prices and manufacturing efficiency, is driving gross margin, which is expected to be above 60% in the medium term. The partnership with Rigaku strengthens 3D metrology, and management also expects significantly above‑average growth for 2027. » Mere på de.investing.com

Susan D. Lynch sold 1,000 Onto Innovation shares on Aug. 21, 2026 for $302,300 under a Rule 10b5-1 trading plan, leaving her with 2,684 shares (about 0.0054% ownership). The sale occurred after a period in which the stock returned 178% over one year; Onto Innovation has TTM revenue of $1.1 billion, net income of $132.6 million and a market cap near $13.9 billion. Analysts expect robust earnings growth and the pre-set trading plan indicates the transaction was part of structured portfolio management rather than a company-specific signal. » Mere på finance.yahoo.com

Onto Innovation reported adjusted earnings of $1.93 per share for Q2 2026 and record revenue of $343.1 million, with both metrics above analysts' estimates. Gross and operating margins rose to 57% and 30%, respectively; the Advanced Nodes and Advanced Packaging businesses showed strong sequential gains. The company received Dragonfly orders in excess of $200 million from a single OSAT customer and raised its revenue guidance for the second half to at least +25% versus H1; Q3 revenue is expected to be $380–400 million. After the announcement, the stock rose sharply in after-hours trading. » Mere på de.investing.com