<p>Onto Innovation (ONTO) 在第三季度收入和每股收益指引超出预期后引起了投资者的关注，这在很大程度上得益于其在人工智能驱动的先进封装领域的扩展以及对未来销售增长的乐观展望。</p>
<p>查看我们对 Onto Innovation 的最新分析。</p>
<p>在经历了一个波动的开局后，Onto Innovation 的单日股价回报率为 2.7%，过去一周为 7%，这表明势头正在恢复。过去 90 天股价大幅上涨 43% 尤为突出。尽管其一年期总股东回报率为 -14.8%，但强劲的长期表现显示，三年总回报率为 93%，五年超过 200%，表明故事远未结束，市场开始考虑重新增长的前景。</p>
<p>如果您正在寻找其他方法来发现前景快速改善的公司，现在是扩大搜索范围并发现高内部持股的快速增长股票的好时机。</p>
<p>随着股价上涨，但价格仍低于大多数分析师目标，关键问题是 Onto Innovation 是否以相对折扣交易，还是市场已经将其转型和未来增长潜力的定价考虑在内。</p>
<h2>最受欢迎的叙述：低估 6.4%</h2>
<p>Onto Innovation 最受欢迎的叙述表明其公允价值高于最新收盘价，这得益于利润前景的增强和关键驱动因素的上调。投资者正在关注这些新的催化剂，因为它们引起了市场的注意。</p>
<blockquote>
<p><em>人工智能封装和先进的 2.5D/3D 逻辑架构的加速采用正在推动 Onto Innovation 下一代 Dragonfly 系统的需求大幅提升。强劲的客户需求和新应用正在通过提高平均售价和在领先芯片生产中的市场份额来扩大收入和潜在毛利率。</em></p>
</blockquote>
<p>阅读完整叙述。</p>
<p>想知道是什么驱动了这个乐观的价格目标吗？这个叙述依赖于对未来收益增长、利润率提升和通常只为行业领导者保留的前瞻性倍数的大胆预期。想知道是什么雄心勃勃的财务跃升支撑了这个估值吗？深入了解完整故事，看看是什么塑造了共识观点。</p>
<p><strong>结果：公允价值为 157 美元（低估）</strong></p>
<p>完整阅读叙述，了解预测背后的原因。</p>
<p>然而，持续的供应链不确定性和近期收购带来的整合挑战，如果这些问题未能成功管理，可能会迅速改变前景。</p>
<p>了解 Onto Innovation 叙述的关键风险。</p>
<h2>另一种观点：倍数暗示更高的估值</h2>
<p>从市盈率的角度看 Onto Innovation，情况有所不同。该公司的市盈率为 41.7 倍，价格高于美国半导体行业平均水平 36.1 倍，但低于直接竞争对手的 52.2 倍。公允比率接近 42.8，表明市场仍可能向上或向下波动。投资者是在为经过验证的增长支付溢价，还是忽视潜在的估值风险？</p>
<p>查看数字对这个价格的看法——在我们的估值分析中了解更多。</p>
<p><img src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/8be13673-5fad-4455-8646-5423e35f6920/chart/pe-multiple-vs-industry?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/8be13673-5fad-4455-8646-5423e35f6920/chart/pe-multiple-vs-industry"/></p>
<p>截至 2025 年 12 月 NYSE:ONTO 市盈率</p>
<h2>构建您自己的 Onto Innovation 叙述</h2>
<p>如果您想看看数字如何堆叠，或者想测试自己的理论，只需几分钟即可创建个性化的看法。按照您的方式进行。</p>
<p>一个好的起点是我们的分析，强调投资者对 Onto Innovation 的两个关键回报的乐观预期。</p>
<h2>寻找更多投资机会？</h2>
<p>为什么只停留在一个赢家？探索更多经过精心挑选的具有突破潜力的股票，让您在当今快速变化的市场中保持领先。</p>
<ul>
<li>通过这些 922 只可能低于其真实价值的低估股票，直接获取卓越回报。</li>
<li>通过这些 14 只收益率超过 3% 的高股息股票，解锁高收益可能性和稳定收入。</li>
<li>及早捕捉下一个人工智能热潮，发现这些 25 只 AI 便士股票，塑造明天的技术，抢在市场其他人之前。</li>
</ul>
<p><em>本文由 Simply Wall St 撰写，性质一般。<strong>我们提供基于历史数据和分析师预测的评论，仅使用无偏见的方法，我们的文章并不旨在提供财务建议。</strong> 它不构成购买或出售任何股票的推荐，也不考虑您的目标或财务状况。我们的目标是为您提供以基本数据驱动的长期分析。请注意，我们的分析可能未考虑最新的价格敏感公司公告或定性材料。Simply Wall St 在任何提到的股票中没有持仓。</em></p>

ONTO

<p>Onto Innovation (ONTO) 超过了第三季度的收入和每股收益指引，得益于人工智能驱动的包装增长。尽管一年期股东回报为 -14.8%，但该股票显示出长期收益。分析师们争论 ONTO 是否被低估，公允价值为 157 美元，面临供应链和收购挑战。该公司的市盈率为 41.7，高于行业平均水平，但低于同行。投资者对未来的收益和利润率持乐观态度，人工智能包装推动了对 Onto 的 Dragonfly 系统的需求</p>

<p>Onto Innovation (ONTO) has caught investor attention after beating third-quarter revenue and EPS guidance, due in large part to its expanding reach in AI-powered advanced packaging and an encouraging outlook for future sales growth.</p>
<div class="lb-trans"><p>Onto Innovation (ONTO) 在第三季度收入和每股收益指引超出预期后引起了投资者的关注，这在很大程度上得益于其在人工智能驱动的先进封装领域的扩展以及对未来销售增长的乐观展望。</p>
</div><p>See our latest analysis for Onto Innovation.</p>
<div class="lb-trans"><p>查看我们对 Onto Innovation 的最新分析。</p>
</div><p>After a bumpy start to the year, Onto Innovation’s 1-day share price return of 2.7% and 7% over the last week signal momentum is returning. A sharp 43% jump in the past 90 days stands out. Despite its 1-year total shareholder return of -14.8%, strong long-term performance, with a 93% total return over three years and more than 200% over five, shows the story is far from over and the market is beginning to factor in renewed growth prospects.</p>
<div class="lb-trans"><p>在经历了一个波动的开局后，Onto Innovation 的单日股价回报率为 2.7%，过去一周为 7%，这表明势头正在恢复。过去 90 天股价大幅上涨 43% 尤为突出。尽管其一年期总股东回报率为 -14.8%，但强劲的长期表现显示，三年总回报率为 93%，五年超过 200%，表明故事远未结束，市场开始考虑重新增长的前景。</p>
</div><p>If you’re looking for other ways to spot companies with fast-improving outlooks, it’s a great time to broaden your search and discover fast growing stocks with high insider ownership</p>
<div class="lb-trans"><p>如果您正在寻找其他方法来发现前景快速改善的公司，现在是扩大搜索范围并发现高内部持股的快速增长股票的好时机。</p>
</div><p>With shares rallying, but the price still below most analyst targets, the key question now is whether Onto Innovation is trading at a relative discount or if the market has already priced in its turnaround and future growth potential.</p>
<div class="lb-trans"><p>随着股价上涨，但价格仍低于大多数分析师目标，关键问题是 Onto Innovation 是否以相对折扣交易，还是市场已经将其转型和未来增长潜力的定价考虑在内。</p>
</div><h2>Most Popular Narrative: 6.4% Undervalued</h2>
<div class="lb-trans"><h2>最受欢迎的叙述：低估 6.4%</h2>
</div><p>Onto Innovation’s most popular narrative suggests a fair value higher than the latest close, supported by strengthened profit outlooks and upwardly revised key drivers. Investors are tuning in as these new catalysts catch the market’s attention.</p>
<div class="lb-trans"><p>Onto Innovation 最受欢迎的叙述表明其公允价值高于最新收盘价，这得益于利润前景的增强和关键驱动因素的上调。投资者正在关注这些新的催化剂，因为它们引起了市场的注意。</p>
</div><blockquote>
<p><em>The accelerating adoption of AI packaging and advanced 2.5D/3D logic architectures is driving a major step up in demand for Onto Innovation's next-generation Dragonfly systems. Strong customer pull and new applications are expanding both revenue and potential gross margin through higher ASPs and increased market share within leading-edge chip production.</em></p>
</blockquote>
<div class="lb-trans"><blockquote>
<p><em>人工智能封装和先进的 2.5D/3D 逻辑架构的加速采用正在推动 Onto Innovation 下一代 Dragonfly 系统的需求大幅提升。强劲的客户需求和新应用正在通过提高平均售价和在领先芯片生产中的市场份额来扩大收入和潜在毛利率。</em></p>
</blockquote>
</div><p>Read the complete narrative.</p>
<div class="lb-trans"><p>阅读完整叙述。</p>
</div><p>Wondering what drives this upbeat price target? The narrative hinges on bold expectations around future earnings growth, fatter profit margins, and a forward multiple usually reserved for industry leaders. Want to know what ambitious financial leaps underline this valuation? Dive into the full story to see what shapes the consensus view.</p>
<div class="lb-trans"><p>想知道是什么驱动了这个乐观的价格目标吗？这个叙述依赖于对未来收益增长、利润率提升和通常只为行业领导者保留的前瞻性倍数的大胆预期。想知道是什么雄心勃勃的财务跃升支撑了这个估值吗？深入了解完整故事，看看是什么塑造了共识观点。</p>
</div><p><strong>Result: Fair Value of $157 (UNDERVALUED)</strong></p>
<div class="lb-trans"><p><strong>结果：公允价值为 157 美元（低估）</strong></p>
</div><p>Have a read of the narrative in full and understand what's behind the forecasts.</p>
<div class="lb-trans"><p>完整阅读叙述，了解预测背后的原因。</p>
</div><p>However, persistent supply chain uncertainties and integration challenges from recent acquisitions could quickly shift the outlook if these issues are not managed successfully.</p>
<div class="lb-trans"><p>然而，持续的供应链不确定性和近期收购带来的整合挑战，如果这些问题未能成功管理，可能会迅速改变前景。</p>
</div><p>Find out about the key risks to this Onto Innovation narrative.</p>
<div class="lb-trans"><p>了解 Onto Innovation 叙述的关键风险。</p>
</div><h2>Another View: Multiples Suggest a Richer Valuation</h2>
<div class="lb-trans"><h2>另一种观点：倍数暗示更高的估值</h2>
</div><p>Looking at Onto Innovation through the lens of its price-to-earnings ratio, the picture shifts. The company trades at 41.7 times earnings, which is pricier than the US Semiconductor industry average of 36.1 but cheaper than direct peers at 52.2. The fair ratio sits close at 42.8, indicating the market could still move higher or lower. Are investors paying up for proven growth or overlooking potential valuation risks?</p>
<div class="lb-trans"><p>从市盈率的角度看 Onto Innovation，情况有所不同。该公司的市盈率为 41.7 倍，价格高于美国半导体行业平均水平 36.1 倍，但低于直接竞争对手的 52.2 倍。公允比率接近 42.8，表明市场仍可能向上或向下波动。投资者是在为经过验证的增长支付溢价，还是忽视潜在的估值风险？</p>
</div><p>See what the numbers say about this price — find out in our valuation breakdown.</p>
<div class="lb-trans"><p>查看数字对这个价格的看法——在我们的估值分析中了解更多。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/8be13673-5fad-4455-8646-5423e35f6920/chart/pe-multiple-vs-industry" alt="" original-src="https://images.simplywall.st/company/8be13673-5fad-4455-8646-5423e35f6920/chart/pe-multiple-vs-industry"/></p>
<p>NYSE:ONTO PE Ratio as at Dec 2025</p>
<div class="lb-trans"><p>截至 2025 年 12 月 NYSE:ONTO 市盈率</p>
</div><h2>Build Your Own Onto Innovation Narrative</h2>
<div class="lb-trans"><h2>构建您自己的 Onto Innovation 叙述</h2>
</div><p>If you’re curious to see how the numbers stack up for yourself or want to test your own thesis, it only takes a few minutes to create a personalized take. Do it your way</p>
<div class="lb-trans"><p>如果您想看看数字如何堆叠，或者想测试自己的理论，只需几分钟即可创建个性化的看法。按照您的方式进行。</p>
</div><p>A good starting point is our analysis highlighting 2 key rewards investors are optimistic about regarding Onto Innovation.</p>
<div class="lb-trans"><p>一个好的起点是我们的分析，强调投资者对 Onto Innovation 的两个关键回报的乐观预期。</p>
</div><h2>Looking for More Investing Opportunities?</h2>
<div class="lb-trans"><h2>寻找更多投资机会？</h2>
</div><p>Why stop at one winner? Explore more hand-picked stocks with breakthrough potential, keeping you a step ahead in today’s fast-changing markets.</p>
<div class="lb-trans"><p>为什么只停留在一个赢家？探索更多经过精心挑选的具有突破潜力的股票，让您在当今快速变化的市场中保持领先。</p>
</div><ul>
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<li>Catch the next AI boom early and spot innovative companies shaping tomorrow’s technology with these 25 AI penny stocks before the rest of the market takes notice.</li>
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<div class="lb-trans"><ul>
<li>通过这些 922 只可能低于其真实价值的低估股票，直接获取卓越回报。</li>
<li>通过这些 14 只收益率超过 3% 的高股息股票，解锁高收益可能性和稳定收入。</li>
<li>及早捕捉下一个人工智能热潮，发现这些 25 只 AI 便士股票，塑造明天的技术，抢在市场其他人之前。</li>
</ul>
</div><p><em>This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.</em></p>
<div class="lb-trans"><p><em>本文由 Simply Wall St 撰写，性质一般。<strong>我们提供基于历史数据和分析师预测的评论，仅使用无偏见的方法，我们的文章并不旨在提供财务建议。</strong> 它不构成购买或出售任何股票的推荐，也不考虑您的目标或财务状况。我们的目标是为您提供以基本数据驱动的长期分析。请注意，我们的分析可能未考虑最新的价格敏感公司公告或定性材料。Simply Wall St 在任何提到的股票中没有持仓。</em></p>
</div>

Onto Innovation (ONTO)：在强劲的第三季度业绩和乐观的人工智能封装前景之后评估其估值