Overview
Semiconductor equipment firm's Q4 revenue slightly missed analyst expectations
Adjusted EPS for Q4 missed analyst expectations
Outlook
Onto Innovation expects Q1 2026 revenue of $275 mln to $285 mln
Company forecasts Q1 2026 GAAP EPS of $0.74 to $0.84
Onto Innovation anticipates Q1 2026 non-GAAP EPS of $1.26 to $1.36
Result Drivers
ACQUISITION IMPACT - Completed acquisition of Semilab International's product lines contributed to revenue growth
DRAGONFLY SHIPMENTS - Shipped next-generation Dragonfly systems to multiple customers for evaluation, supporting revenue
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Slight Miss* | $266.87 mln | $267.03 mln (7 Analysts) |
Q4 Adjusted EPS | Miss | $1.26 | $1.28 (7 Analysts) |
Q4 EPS | $0.21 | ||
Q4 Net Income | $10.53 mln | ||
Q4 Gross Margin | 46.40% | ||
Q4 Operating Income | $13.86 mln |
*Applies to a deviation of less than 1%; not applicable for per-share numbers.
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the semiconductor equipment & testing peer group is "buy"
Wall Street's median 12-month price target for Onto Innovation Inc is $227.50, about 3.4% above its February 18 closing price of $220.00
The stock recently traded at 35 times the next 12-month earnings vs. a P/E of 25 three months ago
Press Release: ID:nBw1F7P7pa
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)
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