Jefferies analyst Blayne Curtis maintains $Onto Innovation (ONTO.US)$ with a buy rating, and adjusts the target price from $265 to $245.
According to TipRanks data, the analyst has a success rate of 62.8% and a total average return of 23.6% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Onto Innovation (ONTO.US)$'s main analysts recently are as follows:
The hiatus in HBM persists, yet the solid performance in advanced DRAM and Power Semiconductors is providing a counterbalance to the ongoing postponement. It's anticipated that a resurgence to vigorous growth is simply a question of when, not if.
Onto Innovation's Q3 revenue growth remained consistent, bolstered by the sustained robust demand for Dragonfly, the resurgence in Advanced Nodes, and an all-time high for power semiconductors. However, this growth was slightly offset by a deferral of a $10M order for JetStep Lithography. Despite the company's cautious stance, which does not include potential incremental revenue from high bandwidth memory that aligns with its solidifying CoWos visibility, the overall performance reflects positively on the firm's prospects.
Onto Innovation's Q3 results marginally surpassed estimates, and the quarter could have been significantly better if not for a shortfall in lithography shipments. Looking ahead to 2025, management has expressed the greatest optimism for DRAM, followed by advancements in logic and AI packaging.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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富瑞集團分析師Blayne Curtis維持$Onto Innovation (ONTO.US)$買入評級，並將目標價從265美元下調至245美元。
根據TipRanks數據顯示，該分析師近一年總勝率為62.8%，總平均回報率為23.6%。
此外，綜合報道，$Onto Innovation (ONTO.US)$近期主要分析師觀點如下：
HBm中的休止仍在持續，但先進的DRAm和功率半導體的出色表現正在爲持續推遲提供抵消。人工智能預計，再度強勁增長只是一個時間問題，而不是是否會發生的問題。
onto innovation的Q3營業收入增長保持一致，得益於對Dragonfly持續強勁需求，先進節點的復甦，以及功率半導體創下歷史最高紀錄。然而，這種增長略微受到延遲1000萬美元訂單JetStep光刻機的影響。儘管公司持謹慎態度，不包括與其日益明確的CoWos能見度一致的高帶寬內存潛在增量收入，但整體表現對公司前景帶來積極影響。
onto innovation的Q3結果略高於預期，如果不是光刻機出貨量不足，本季度本可能顯著改善。展望2025年，管理層對DRAm表現最樂觀，其次是邏輯和人工智能封裝的進展。
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