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ONTOOnto Innovation Inc.Hold6.3·$265.76+5.27%

Onto Innovation (ONTO) Q2 2026 earnings — TrendMatrix coverage

BEAT+14.2% vs estimateEPS $1.93 vs $1.69 estVerdict SellHold

Reported

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure

Event detail · Q2 2026

Key numbers

Reported EPS
$1.93
Estimate
$1.69
Surprise
+14.2%
Revenue (period 2026-06-30)
$343.1M
Score at report (before → after)
5.05.1/10

Revenue source: xbrl.

Report record · Q2 2026

How the report landed

Onto Innovation (ONTO) beat the $1.69 estimate with diluted EPS of $1.93 — a large 14.2% upside surprise. TrendMatrix's engine moved from Sell (5.0/10) to Hold at 5.1/10 after the report.

Current read · as of 2026-09-04

Where TrendMatrix's rating stands now

TrendMatrix currently rates ONTO Hold at 6.3/10.

2 of the last 4 quarters beat the estimate; this quarter's +14.2% surprise compares with a +5.0% four-quarter average. Next scheduled report: 2026-11-05.

What supports the rating

  • Positive news sentiment (+0.67)
  • Strong growth profile

What argues against it

  • Concentration risk — Supplier: sole source or single source suppliers
  • Sector modifier (Technology): -0.8
  • Negative momentum

This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.

Current engine read

The levels TrendMatrix's engine tracks

Current price
$265.76
Price target
$337.96
Stop
$246.92
Upside to target
+27.2%
Reward-to-risk
2.1:1

The stock trades at 95.3× trailing but 21.7× forward earnings — consensus estimates already build in a substantial earnings recovery.

Risk check: RSI 17 — a level conventionally read as oversold.

Model outputs from TrendMatrix’s engine as of 2026-09-04 — shown for context, not personalized investment advice.

Technology context

ONTO at TrendMatrix's latest read

Technology names get repriced on forward expectations more than trailing prints — a quarter here is read through next-year growth and multiple, not the EPS line alone.

Industry
Semiconductor Equipment & Materials
Market cap
$15.43B
P/E (fwd)
21.7
P/E (ttm)
95.3
52-week range
$101.06$386.46
Off 52-week high
31.2%
RSI (14)
17
Volume vs avg
0.52×
Score today
6.3/10

Earnings figures are sourced from TrendMatrix’s pipeline (EPS: existing earnings extraction; revenue: SEC XBRL company facts where available, yfinance-provisional otherwise). Not a buy/sell rating, a price target, or investment advice — see the current verdict on the stock’s main page for TrendMatrix’s live read.

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