ONTO Onto Innovation Inc.

$ONTO Taken a hit in the meltdown but remains a portfolio stock Semiconductor wafer fabrication equipment estimates continue to rise for 2026, with 2027 expected to be the main event.

$ONTO At a good price of 206 Can rise to 386 in 6 to 9 monthsm, so an ROI of 87.3% Support is until 163, 147 FYI, i will invest today

$ONTO Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $2.44 up 165.22% YoY • Reported revenue of $409.75M up 87.80% YoY • Onto Innovation expects fourth-quarter 2026 revenue of $430M to $450M, gross margin of 57.7% to 58.3%, non-GAAP operating margin of 33.5% to 34.5%, and non-GAAP diluted EPS of $2.59 to $2.79.

$ONTO reported earnings after the close today. Adjusted EPS beat estimates: $2.44 vs. $2.30 expected, according to Stock Meadow.

$ONTO a second inspection tool for a second site that never opens is a purchase order that dies quietly. seems like expansion gear lives on site plans, and site plans are being rewritten weekly

$ONTO inspection gear pays back only when lines run full and every saved wafer counts. seems like at half volume the same machine is a luxury, and luxuries are the first purchase orders a fab quietly deletes

$ONTO metrology only sells while fabs keep adding lines. seems like stretching the lines already installed is free, and free is a hard price for new inspection gear to beat in a capex audit