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Analyst argues On Holding's stock could triple to about $85 in seven years if earnings grow roughly 17% annually and the current ~13.6x forward multiple persists. Management is prioritizing pricing by limiting wholesale shipments while DTC sales rose 34% y/y and gross margin expanded, and Asia-Pacific and apparel are accelerating. Long-term targets call for 20–25% sales growth and >20% adjusted EBITDA margin, but risks include weaker-than-expected wholesale demand, rising share count, tariffs and a promotional U.S. market. Continued strong DTC growth is the key metric to watch for sustaining the compounding case. » Plus sur finance.yahoo.com

On Holding insiders including CEO Caspar Coppetti and co‑founder Olivier Bernhard purchased 65,000 shares each after the company missed Q2 revenue estimates and cut full‑year sales guidance. Q2 revenue rose 22% at constant currency but growth decelerated and wholesale grew just 12.7%, with management saying the slowdown was deliberate to avoid discounting. Profitability improved: gross margin rose to 65.4% and adjusted EBITDA margin to 19.8%. The stock is down about 33% year‑to‑date, trading below its historical valuation, and bulls point to a planned fall product launch, an investor day in September and expected tariff refunds as upside catalysts. » Plus sur finance.yahoo.com

Executive officer Bernhard Olivier purchased 65,000 Class A shares of On Holding at a weighted average price of $30.67 on August 14, 2026, for a transaction value of about $2.0 million. After the purchase his direct holdings total roughly 5,228,184 shares, valued at $168.5 million based on the August 14 close of $32.22. The trade occurred while On Holding had a $10.7 billion market cap and trailing twelve-month revenue of $3.2 billion; the article notes insider buys are generally viewed as a bullish signal but this purchase raised his stake by about 1%. » Plus sur finance.yahoo.com