--- title: "ONTO Onto Innovation" canonical: "https://supercyclehq.com/stock/onto-innovation" type: "stock" dataAsOf: "2026-11-06" ticker: "ONTO" license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset." disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI." --- # Onto Innovation (ONTO) Onto Innovation makes process control equipment for semiconductor manufacturing. ## AI Exposure Score **70/100, Core.** 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 | Field | Value | | --- | --- | | Price (EOD close) | $173.28 | | Change 1d | +11.08% | | Change 7d | -14.03% | | Change 30d | -40.79% | | Change 1y | +24.58% | | 52-week high | $378.45 | | 52-week low | $124.09 | | Market cap | $8.5B | | P/E | 65.14 | | EPS | $2.66 | | Next earnings | 2026-11-09 | Quote as of 2026-11-06. ## Company | Field | Value | | --- | --- | | Exchange | NYSE | | Sector | Technology | | Headquarters | Wilmington, Massachusetts | | CEO | Michael P. Plisinski | | Employees | 1,867 | | Website | https://www.ontoinnovation.com | | Buildout layers | [Chip Equipment & Foundries](https://supercyclehq.com/category/chip-equipment) | ## What the company does 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. ## Role in the AI buildout 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. ## Tracked investors holding it (13F) | Investor | Fund | Position value | Portfolio % | Change | Period | | --- | --- | --- | --- | --- | --- | | [Ray Dalio](https://supercyclehq.com/investors/ray-dalio) | Bridgewater Associates | $37.5M | 0.15% | trimmed | 2026-06-30 | ## Recent news - [How to Approach Onto Innovation Stock Ahead of Q3 Earnings?](https://finance.yahoo.com/markets/stocks/articles/approach-onto-innovation-stock-ahead-141600741.html?.tsrc=rss) (source, 2026-11-06) - [Stay Ahead of the Game With Onto Innovation (ONTO) Q3 Earnings: Wall Street's Insights on Key Metrics](https://finance.yahoo.com/markets/stocks/articles/stay-ahead-game-onto-innovation-131509450.html?.tsrc=rss) (source, 2026-11-04) - [Why Onto Innovation (ONTO) Dipped More Than Broader Market Today](https://finance.yahoo.com/markets/stocks/articles/why-onto-innovation-onto-dipped-221502779.html?.tsrc=rss) (source, 2026-11-02) - [What Would It Take For Onto Stock To Do It Again?](https://www.trefis.com/stock/onto/articles/621567/what-would-it-take-for-onto-stock-to-do-it-again/2026-10-30?.tsrc=rss) (source, 2026-10-30) - [Onto Innovation (ONTO) Could Be 41% Undervalued On Its AI Memory Narrative](https://finance.yahoo.com/markets/stocks/articles/onto-innovation-onto-could-41-111204246.html?.tsrc=rss) (source, 2026-10-29) ## FAQ ### What does Onto Innovation do? Onto makes inspection and metrology equipment for semiconductor manufacturing, helping chipmakers find defects and verify measurements during production, especially in advanced packaging. ### How is Onto Innovation exposed to AI? 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. ### What are Onto Innovation's main products? Dragonfly Inspection, Atlas Metrology, AI-Powered Overlay for measurement accuracy, and JetStep Lithography for advanced packaging production. ### Where is Onto Innovation headquartered and who leads it? 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. ### Is ONTO a pure play AI stock? 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. --- Source: https://supercyclehq.com/stock/onto-innovation. Data as of 2026-11-06. Prices are end-of-day closes, never live. Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI. Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.