Oppenheimer analyst Edward Yang maintains $Onto Innovation (ONTO.US)$ with a buy rating, and maintains the target price at $275.
According to TipRanks data, the analyst has a success rate of 61.1% and a total average return of 5.8% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Onto Innovation (ONTO.US)$'s main analysts recently are as follows:
Onto Innovation reported Q3 revenue growth that met expectations, propelled by the persistent robust demand for Dragonfly, the resurgence of Advanced Nodes, and unprecedented sales of power semiconductors. This was somewhat offset by a $10M order deferral for JetStep Lithography. Onto is cautiously not incorporating additional high bandwidth memory revenue that aligns with the increasing visibility of CoWos, according to the analyst.
Onto Innovation's Q3 outcomes modestly exceeded expectations, and the quarter could have represented a significant outperformance with an upward revision if it weren't for a $10M reduction in lithography shipments. Looking ahead to 2025, Onto's management exhibits the highest optimism for DRAM, with advanced logic and AI packaging also being areas of positive outlook.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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奥本海默控股分析师Edward Yang维持$Onto Innovation (ONTO.US)$买入评级,维持目标价275美元。
根据TipRanks数据显示,该分析师近一年总胜率为61.1%,总平均回报率为5.8%。
此外,综合报道,$Onto Innovation (ONTO.US)$近期主要分析师观点如下:
Onto Innovation报告称,第三季度收入增长符合预期,这得益于对蜻蜓的持续强劲需求、高级节点的复苏以及功率半导体前所未有的销售。JetStep Lithography的1000万美元订单延期在一定程度上抵消了这一点。分析师表示,Onto谨慎行事,不要纳入与CowOS知名度的提高相一致的额外高带宽内存收入。
Onto Innovation第三季度的业绩略超出预期,如果没有光刻出货量减少1000万美元,本季度本可以显著跑赢大盘,向上修正。展望2025年,Onto的管理层对DRAM表现出最高的乐观态度,先进的逻辑和人工智能封装也是乐观的领域。
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