Movement Alert｜Onto Innovation Rises 7.89% in Regular Trading, Morgan Stanley Raises Wafer Fab Equipment Market Outlook and Highlights Earnings Upside

Market Focus07-09

On July 9, Onto Innovation rose 7.89% in regular trading, trading at $322.465/share, with turnover of $35.37 million. The rally was driven by Morgan Stanley's upgraded wafer fab equipment (WFE) market projections and the firm's specific endorsement of Onto Innovation's earnings potential.

Morgan Stanley raised its WFE market forecast to $202 billion from $191 billion for 2027, and to $227 billion from $215 billion for 2028, noting that market growth expectations have risen significantly with estimates recently reaching approximately $250 billion. The firm specifically named Onto Innovation and MKS as presenting substantial upside from underappreciated 2027 earnings. The upgrade is underpinned by surging demand for advanced metrology equipment driven by HBM and stacked memory production lines, positioning Onto Innovation as a direct beneficiary of the AI compute capacity expansion wave.

Within the Semiconductor Equipment sector, the broader group rallied in tandem. Among individual stocks, Applied Materials up 10.01%, Lam Research up 10.88%, ASML up 4.34%, KLA-Tencor up 9.91%, Teradyne up 8.22%.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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