13F Pro Quality Score

66.5/100

Rank #523 of 2,879 stocksTOP 25%

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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

68.7/100

Profitability

68.8/100

Balance Sheet

77.7/100

Earnings Quality

52.0/100

Free Cash Flow

80.7/100

Institutional Flow

67.2/100

Revenue Scale

50.1/100

Dilution Risk

35.5/100

ONTO Stock Analysis & AI Quality Score

AI stock analysis and institutional research for ONTO INNOVATION INC. (ONTO), a Technology sector company. 13F Pro's AI-powered ranking engine scores ONTO at 66.5/100 on a 32-signal composite quality model, placing it at rank #523 of 2,879 stocks — the top 25% of the AI-ranked universe. ONTO scores in the top quartile across free cash flow (80.7), balance sheet strength (77.7). Shareholder dilution risk is elevated at 35.5/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), ONTO INNOVATION INC. reports quarterly revenue of $291.9M, net income of $33.8M, an operating margin of 11.5%. Top institutional holders of ONTO by reported 13-F value include BlackRock,, VANGUARD PORTFOLIO MANAGEMENT, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. ONTO trades on the NYSE exchange and files with the SEC under CIK 704532. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ONTO daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for ONTO INNOVATION INC. directly from SEC EDGAR. ONTO INNOVATION INC.'s 13F Pro composite quality score has ranged between 8 and 72 since 2021, currently 66.5 — an improving long-term trajectory across 56 quarterly and live scoring snapshots.

Fun facts about ONTO INNOVATION INC.

Quirks, history, and lore behind ONTO — the kind of stuff that makes a stock memorable.

  • 1
    The Basics
    U.S. semiconductor equipment company · mid-cap · listed on NYSE · headquartered in Massachusetts.
  • 2
    The Numbers
    Annual revenue in the range of roughly $1 billion, serving a handful of the world's most demanding advanced chip manufacturers — a small customer list with enormous purchasing power.
  • 3
    The History
    The company was formed through the merger of Nanometrics and Rudolph Technologies in 2019, combining two established players in process control into a single, stronger rival.
  • 4
    The Secret
    Its bread and butter is metrology and inspection — the art of measuring things on a chip at scales so tiny that a single stray atom can ruin your day.
  • 5
    The Lore
    Its systems help chipmakers catch defects and deviations before billions of dollars of wafers go bad — think of it as the quality-control referee of the semiconductor fab.
  • 6
    The Giveaway
    The ticker spells out exactly what this company is aiming for: ONTO — as in, moving onto the next node, the next generation, the next smaller, faster chip.
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Revenue

Q1 2026

$291.9M

Net Income

Q1 2026

$33.8M

Free Cash Flow

Q1 2026

$22.7M

Operating Margin

Q1 2026

11.5%

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+228.6% YoY
$1.01BFY 2025
FY17 $255.1MFY18 $273.8MFY19 $305.9MFY25 $1.01B

Net Income

-38.8% YoY
$136.8MFY 2025
FY17 $32.9MFY18 $45.1MFY19 $223.3MFY25 $136.8M

Operating Income

+2735.9% YoY
$132.9MFY 2025
FY17 $59.3MFY18 $51.1MFY19 $-5.0MFY25 $132.9M

EPS (Diluted)

+4533.3% YoY
$2.78FY 2025
FY17 $0.64FY18 $0.87FY19 $0.06FY25 $2.78

Total Assets

+63.5% YoY
$2.37BFY 2025
FY17 $309.7MFY18 $418.0MFY19 $1.45BFY25 $2.37B

Op. Cash Flow

+1709.3% YoY
$328.3MFY 2025
FY17 $64.2MFY18 $35.1MFY19 $18.1MFY25 $328.3M

AI Insight: ONTO Financial Trends

Revenue growth accelerated to 29% year-over-year in Q1 2026 despite significant operating margin volatility including a loss in early Q1.

Revenue jumped from $267M in Q1 2025 to $292M in Q1 2026, representing 9% growth year-over-year.

Operating income swung from -$12M loss to $34M profit between the two Q1 2026 quarters.

Operating cash flow declined from $92M in Q1 2025 to $26M in latest Q1 2026.

Operating margin volatility shows dramatic swings from negative to positive within Q1 2026.

Operating cash flow dropped 72% year-over-year despite revenue growth acceleration.

AI Insight: ONTO Ratio Trends

ONTO's profitability collapsed from 23.7% operating margin in Q1 2025 to -4.2% in Q1 2026 before recovering to 11.5%.

Operating margin plunged from 23.7% peak in Q1 2025 to -4.2% in Q1 2026, then recovered to 11.5%.

ROIC deteriorated from 13.2% in Q1 2025 to -2.2% in Q1 2026, then improved to 6.3%.

ROE declined from 13.4% in Q1 2025 to 5.6% in Q3 2025, rebounding to 6.3% most recently.

Severe margin volatility with negative operating margin in Q1 2026 suggests operational instability.

Recovery pattern unclear as latest margins remain below 2024-early 2025 peak performance levels.

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Available Research

13F Pro tracks comprehensive data for ONTO INNOVATION INC. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)
XBRL financial facts (revenue, EPS, margins)
Insider transactions (Form 4)
Institutional 13F holdings
Quality rankings (32 signals)
AI analyst debates & daily meetings
Historical financial trends
Peer comparison & sector analysis

Top Institutional Holders of ONTO

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Is ONTO a good stock to buy?

13F Pro's AI-powered analysis of ONTO INNOVATION INC. (ONTO) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for ONTO are available on the ONTO stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own ONTO?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling ONTO. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of ONTO INNOVATION INC.'s investment landscape.