ONTO Earnings

ONTO reported its earnings on 2026-02-19, showcasing a revenue of 266.87M against an estimate of 266.11M, resulting in a 0.28% surprise. The EPS was 1.26, surpassing the expected 1.28 by -1.56%. The stock experienced a -3.96% price change on the earnings day and a -0.05% change over the next five days, reflecting market reactions to the results.

Following ONTO's earnings announcement on 2026-02-19, the stock price moved by -3.96% on the day of the release. Over the subsequent five days, it saw a -0.05% change. Historically, ONTO's stock price tends to shift by an average of -1.61% in the 10 days leading up to earnings and -1.45% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate ONTO's annual revenue to reach 265.02M, while the EPS is projected at 1.25. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between ONTO's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, ONTO's stock price typically moves by -1.61% in the 10 days before its earnings and -1.45% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 1.25 and revenue of 265.02M.

The earnings call indicates strong revenue growth driven by advanced packaging and nodes, with positive impacts from the Semilab acquisition. Despite some supply chain challenges, the company is set up for significant growth, particularly in advanced packaging. The Q&A highlights a positive outlook for advanced packaging and AI demand, although management was vague on certain details. Overall, the strong financial performance and optimistic guidance suggest a positive stock price movement in the short term.