{"data":{"ticker":"ONTO","slug":"onto-innovation","name":"Onto Innovation","exchange":"NYSE","sector":"Technology","headquarters":"Wilmington, Massachusetts","ceo":"Michael P. Plisinski","employees":1867,"website":"https://www.ontoinnovation.com","founded":"2019","layers":[{"slug":"chip-equipment","name":"Chip Equipment & Foundries"}],"exposure":{"score":70,"tier":"Core","rationale":"Onto sells inspection and metrology systems used heavily in advanced packaging for AI accelerators and high-bandwidth memory. Its growth is tied to HBM and 2.5D packaging capacity expansion, which is currently driven almost entirely by AI demand."},"quote":{"price":173.28,"change24hPct":11.08,"change7dPct":-14.03,"change30dPct":-40.79,"change1yPct":24.58,"high52w":378.45,"low52w":124.09,"marketCap":8503585792,"peRatio":65.14,"eps":2.66,"volume24h":220873777},"nextEarningsDate":"2026-11-09","summary":"Onto Innovation makes process control equipment for semiconductor manufacturing. Chipmakers use its inspection and metrology systems to find defects and verify measurements as chips move through production, catching problems before they become scrapped wafers.","explainer":["Onto Innovation makes process control equipment for semiconductor manufacturing. Chipmakers use its inspection and metrology systems to find defects and verify measurements as chips move through production, catching problems before they become scrapped wafers.","Its tools are busiest where AI chips are made. Dragonfly Inspection and Atlas Metrology are workhorses in advanced packaging, the step where AI accelerators and high-bandwidth memory are assembled, while AI-Powered Overlay improves measurement accuracy and JetStep Lithography supports packaging production.","Founded in 2019 and headquartered in Wilmington, Massachusetts, Onto Innovation trades on the NYSE and employs about 1,600 people under CEO Michael Plisinski."],"buildoutRole":"Onto Innovation sits in the Chip Equipment & Foundries layer, selling the inspection and metrology tools that advanced packaging lines depend on. AI accelerators and high-bandwidth memory are assembled with 2.5D packaging techniques that demand exactly this process control, so its growth is tied to HBM and packaging capacity expansion, which is currently driven almost entirely by AI demand. Supercycle scores it 70 out of 100.","faq":[{"q":"What does Onto Innovation do?","a":"Onto makes inspection and metrology equipment for semiconductor manufacturing, helping chipmakers find defects and verify measurements during production, especially in advanced packaging."},{"q":"How is Onto Innovation exposed to AI?","a":"Strongly. Its tools serve advanced packaging for AI accelerators and high-bandwidth memory, and that capacity expansion is driven almost entirely by AI demand. Supercycle scores it 70 out of 100."},{"q":"What are Onto Innovation's main products?","a":"Dragonfly Inspection, Atlas Metrology, AI-Powered Overlay for measurement accuracy, and JetStep Lithography for advanced packaging production."},{"q":"Where is Onto Innovation headquartered and who leads it?","a":"Onto is headquartered in Wilmington, Massachusetts, was formed in 2019, and is led by CEO Michael Plisinski. It employs about 1,600 people and trades on the NYSE."},{"q":"Is ONTO a pure play AI stock?","a":"Not formally, but close in practice. Its growth rides HBM and advanced packaging expansion, which AI demand is driving. Supercycle scores it 70 out of 100."}],"history1y":[{"date":"2026-09-28","close":288.74},{"date":"2026-09-29","close":304.69},{"date":"2026-09-30","close":307.82},{"date":"2026-10-01","close":314.88},{"date":"2026-10-02","close":327.77},{"date":"2026-10-05","close":325.41},{"date":"2026-10-06","close":313.71},{"date":"2026-10-07","close":304.4},{"date":"2026-10-08","close":292.67},{"date":"2026-10-09","close":294.53},{"date":"2026-10-12","close":273.74},{"date":"2026-10-13","close":263.55},{"date":"2026-10-14","close":241.41},{"date":"2026-10-15","close":231.95},{"date":"2026-10-16","close":220.7},{"date":"2026-10-19","close":226.28},{"date":"2026-10-20","close":219.62},{"date":"2026-10-21","close":222.14},{"date":"2026-10-22","close":198.67},{"date":"2026-10-23","close":198.68},{"date":"2026-10-26","close":203.53},{"date":"2026-10-27","close":214.17},{"date":"2026-10-28","close":223.68},{"date":"2026-10-29","close":221.89},{"date":"2026-10-30","close":201.57},{"date":"2026-11-02","close":191.4},{"date":"2026-11-03","close":202.39},{"date":"2026-11-04","close":184.82},{"date":"2026-11-05","close":155.99},{"date":"2026-11-06","close":173.28}],"incomeStatements":[{"ticker":"ONTO","report_period":"2025-12-31","fiscal_period":"2025-FY","period":"annual","currency":"USD","revenue":1005263000,"cost_of_revenue":505493000,"gross_profit":499770000,"operating_expense":0,"operating_income":151351000,"net_income":136759000,"earnings_per_share":2.78,"earnings_per_share_diluted":2.78,"research_and_development":131978000,"selling_general_and_administrative_expenses":177032000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0},{"ticker":"ONTO","report_period":"2024-12-31","fiscal_period":"2024-FY","period":"annual","currency":"USD","revenue":987321000,"cost_of_revenue":472013000,"gross_profit":515308000,"operating_expense":0,"operating_income":196112000,"net_income":201670000,"earnings_per_share":4.06,"earnings_per_share_diluted":4.06,"research_and_development":113860000,"selling_general_and_administrative_expenses":155899000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0},{"ticker":"ONTO","report_period":"2023-12-31","fiscal_period":"2023-FY","period":"annual","currency":"USD","revenue":815868000,"cost_of_revenue":395614000,"gross_profit":420254000,"operating_expense":0,"operating_income":119650000,"net_income":121159000,"earnings_per_share":2.46,"earnings_per_share_diluted":2.46,"research_and_development":104442000,"selling_general_and_administrative_expenses":141340000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0},{"ticker":"ONTO","report_period":"2022-12-31","fiscal_period":"2022-FY","period":"annual","currency":"USD","revenue":1005183000,"cost_of_revenue":465962000,"gross_profit":539221000,"operating_expense":0,"operating_income":236714000,"net_income":223334000,"earnings_per_share":4.49,"earnings_per_share_diluted":4.49,"research_and_development":111953000,"selling_general_and_administrative_expenses":135270000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0}],"balanceSheets":[{"ticker":"ONTO","report_period":"2025-12-31","fiscal_period":"2025-FY","period":"annual","currency":"USD","total_assets":2367741000,"current_assets":1268035000,"cash_and_equivalents":346119000,"total_liabilities":267094000,"current_liabilities":218946000,"total_debt":17475000,"shareholders_equity":2100647000,"retained_earnings":743785000},{"ticker":"ONTO","report_period":"2024-12-31","fiscal_period":"2024-FY","period":"annual","currency":"USD","total_assets":2117091000,"current_assets":1477522000,"cash_and_equivalents":212945000,"total_liabilities":191209000,"current_liabilities":170089000,"total_debt":15159000,"shareholders_equity":1925882000,"retained_earnings":664550000},{"ticker":"ONTO","report_period":"2023-12-31","fiscal_period":"2023-FY","period":"annual","currency":"USD","total_assets":1909712000,"current_assets":1283267000,"cash_and_equivalents":233508000,"total_liabilities":173177000,"current_liabilities":147726000,"total_debt":19521000,"shareholders_equity":1736535000,"retained_earnings":482356000},{"ticker":"ONTO","report_period":"2022-12-31","fiscal_period":"2022-FY","period":"annual","currency":"USD","total_assets":1794863000,"current_assets":1134872000,"cash_and_equivalents":175872000,"total_liabilities":198437000,"current_liabilities":160558000,"total_debt":22023000,"shareholders_equity":1596426000,"retained_earnings":362756000}],"holders13f":[{"slug":"ray-dalio","personName":"Ray Dalio","fundName":"Bridgewater Associates","value":37474119,"portfolioPct":0.0015373312264001058,"change":"trimmed","period":"2026-06-30"}],"news":[{"title":"How to Approach Onto Innovation Stock Ahead of Q3 Earnings?","source":null,"url":"https://finance.yahoo.com/markets/stocks/articles/approach-onto-innovation-stock-ahead-141600741.html?.tsrc=rss","date":"2026-11-06"},{"title":"Stay Ahead of the Game With Onto Innovation (ONTO) Q3 Earnings: Wall Street's Insights on Key Metrics","source":null,"url":"https://finance.yahoo.com/markets/stocks/articles/stay-ahead-game-onto-innovation-131509450.html?.tsrc=rss","date":"2026-11-04"},{"title":"Why Onto Innovation (ONTO) Dipped More Than Broader Market Today","source":null,"url":"https://finance.yahoo.com/markets/stocks/articles/why-onto-innovation-onto-dipped-221502779.html?.tsrc=rss","date":"2026-11-02"},{"title":"What Would It Take For Onto Stock To Do It Again?","source":null,"url":"https://www.trefis.com/stock/onto/articles/621567/what-would-it-take-for-onto-stock-to-do-it-again/2026-10-30?.tsrc=rss","date":"2026-10-30"},{"title":"Onto Innovation (ONTO) Could Be 41% Undervalued On Its AI Memory Narrative","source":null,"url":"https://finance.yahoo.com/markets/stocks/articles/onto-innovation-onto-could-41-111204246.html?.tsrc=rss","date":"2026-10-29"},{"title":"Onto Innovation (ONTO) Stock May Be 23% Undervalued As Cash Flow Grows","source":null,"url":"https://finance.yahoo.com/markets/stocks/articles/onto-innovation-onto-stock-may-210907021.html?.tsrc=rss","date":"2026-10-28"},{"title":"Onto Innovation's Q3 Revenue Outlook: Can Sales Hit $400M?","source":null,"url":"https://finance.yahoo.com/markets/stocks/articles/onto-innovations-q3-revenue-outlook-110000880.html?.tsrc=rss","date":"2026-10-28"},{"title":"Onto Innovation (ONTO) Outpaces Stock Market Gains: What You Should Know","source":null,"url":"https://finance.yahoo.com/markets/stocks/articles/onto-innovation-onto-outpaces-stock-211502268.html?.tsrc=rss","date":"2026-10-26"}]},"meta":{"version":"v1","asOf":"2026-11-06","builtAt":"2026-11-08T15:24:45.641Z","tier":"free","source":"https://supercyclehq.com/stock/onto-innovation","disclaimer":"Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.","license":"Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."},"links":{"self":"https://supercyclehq.com/api/v1/stocks/ONTO","html":"https://supercyclehq.com/stock/onto-innovation","md":"https://supercyclehq.com/stock/onto-innovation.md","docs":"https://supercyclehq.com/api/v1/openapi.json"}}