"Leading" Glass Substrate players that were name dropped if you're curious: ... $ONTO — Inspection Tools
状态日期:2026-05-27
Serenity观点
看多
推文立场
价格动量
看多
60D / 252D
信号分数
61
新增排序
24h 提及
0
短线新增
7日新闻
0
低
收入同比
1.8%
稳定
概览
作者立场:看多;价格动量:看多。最新证据:Hard to go wrong with $FORM or $ONTO. The whole ecosystem is just accelerating so fast right now. 暂无 AI 结论。
近 7 天有 0 条新闻、近 30 天 5 条披露,需要复核新增信息质量。
近期推文
Serenity观点
看多
价格动量
看多
首次提出
2026-01-23 00:02
来源
llm
更新时间
2026-05-10 15:30
作者立场:看多;价格动量:看多。最新证据:Hard to go wrong with $FORM or $ONTO. The whole ecosystem is just accelerating so fast right now.
当前观点证据
Hard to go wrong with $FORM or $ONTO. The whole ecosystem is just accelerating so fast right now.
Serenity 变化
Memory Supercycle Supply Chain TLDR: ... $ONTO ($10.6B) - Packaging metrology
"Leading" Glass Substrate players that were name dropped if you're curious: ... $ONTO — Inspection Tools
Hard to go wrong with $FORM or $ONTO. The whole ecosystem is just accelerating so fast right now.
Names like $ONTO / $CAMT go brr.
Biggest known partner is $ONTO (LIDE with Onto metrology for glass core mass production)
The Serenity Silicon Photonics / CPO ETF. ... $ONTO: +26.28%
新鲜度
复核时间:2026-05-27
证据
年度数据
最新期
2025
营收
1B
营收同比
1.8%
毛利率
49.7%
2022
2023
2024
2025
简读 + 重点消息
0 条 7日新闻,压力 低。
近期披露
Filing body read (8-K 2026-05-21) Onto Innovation Inc. issued $1.5 billion of 0.00% Convertible Senior Notes due 2031, entered into capped call transactions, and used about $205.0 million of proceeds to repurchase 805,325 common shares. Material changes: Issued $1,500,000,000 aggregate principal amount of 0.00% Convertible Senior Notes due 2031, including the initial purchasers' full exercise of a $200,000,000 option.; Notes are senior unsecured obligations maturing on June 1, 2031, with no regular interest and no principal accretion, but possible special and additional interest up to a combined 0.50% per year upon specified events.; Initial conversion rate is 2.6192 shares per $1,000 principal amount, equal to an initial conversion price of approximately $381.80 per share.. Risks: Event of Default could accelerate repayment of principal and accrued unpaid interest.; Fundamental Change events may require the company to repurchase notes for cash.; Conversion may create share dilution or cash obligations, especially if stock price exceeds conversion economics or capped call protection is exceeded.. Next checks: Review Exhibit 4.1 Indenture for full covenants, default definitions, adjustment mechanics, and repurchase terms.; Review Exhibit 4.2 Form of Global Note for noteholder terms and settlement mechanics.; Review Exhibit 10.1 Form of Capped Call Confirmation for cap, anti-dilution, termination, and counterparty provisions..
近期推文
立场
看多
价格动量
看多
Hard to go wrong with $FORM or $ONTO. The whole ecosystem is just accelerating so fast right now.
24h / 7天 / 30天
24h
0
7D
0
30D
3
Beta
1.70
敏感度
高 beta
情绪风险
高
估值风险
偏高
背景
technology-semiconductors
-
等待 GPT xhigh 分析。
研究问题
背景
technology-semiconductors
状态日期:2026-05-27
复核时间:2026-05-27
作者立场
看多
llm
价格动量
看多
60D / 252D
信号分数
61
新增信息排序
24h 提及
0
短线新增
7天提及
0
高
30天提及
3
长周期热度
7日新闻
0
低
30日披露
5
8-K
收入同比
1.8%
稳定
Beta
1.70
高 beta
llm · 2026-05-10 15:30
Memory Supercycle Supply Chain TLDR: ... $ONTO ($10.6B) - Packaging metrology
"Leading" Glass Substrate players that were name dropped if you're curious: ... $ONTO — Inspection Tools
Hard to go wrong with $FORM or $ONTO. The whole ecosystem is just accelerating so fast right now.
Names like $ONTO / $CAMT go brr.
Biggest known partner is $ONTO (LIDE with Onto metrology for glass core mass production)
The Serenity Silicon Photonics / CPO ETF. ... $ONTO: +26.28%
基本面 / 消息面 / 情绪面 / 市场
年度数据
最新期
2025
营收
1B
营收同比
1.8%
毛利率
49.7%
营收趋势
需要继续工作的地方
-
等待 GPT xhigh 分析。
同业压力
technology-semiconductors
利润趋势
利润率趋势
| 最近财务序列 | 营收 | 营收同比 | 毛利率 | 营业利润率 | 净利率 |
|---|---|---|---|---|---|
| 2021 | 789M | - | 54.4% | 19.8% | 18.0% |
| 2022 | 1B | 27.4% | 53.6% | 23.5% | 22.2% |
| 2023 | 816M | -18.8% | 51.5% | 14.2% | 14.9% |
| 2024 | 987M | 21.0% | 52.2% | 19.0% | 20.4% |
| 2025 | 1B | 1.8% | 49.7% | 13.2% | 13.6% |
24h / 7天 / 30天
24h
0
7D
0
30D
3
风险: 高 · 高
简读 + 重点消息
消息简读
0 条 7日新闻,压力 低。
重点消息
新增披露摘要
披露分析
Filing body read (8-K 2026-05-21) Onto Innovation Inc. issued $1.5 billion of 0.00% Convertible Senior Notes due 2031, entered into capped call transactions, and used about $205.0 million of proceeds to repurchase 805,325 common shares. Material changes: Issued $1,500,000,000 aggregate principal amount of 0.00% Convertible Senior Notes due 2031, including the initial purchasers' full exercise of a $200,000,000 option.; Notes are senior unsecured obligations maturing on June 1, 2031, with no regular interest and no principal accretion, but possible special and additional interest up to a combined 0.50% per year upon specified events.; Initial conversion rate is 2.6192 shares per $1,000 principal amount, equal to an initial conversion price of approximately $381.80 per share.. Risks: Event of Default could accelerate repayment of principal and accrued unpaid interest.; Fundamental Change events may require the company to repurchase notes for cash.; Conversion may create share dilution or cash obligations, especially if stock price exceeds conversion economics or capped call protection is exceeded.. Next checks: Review Exhibit 4.1 Indenture for full covenants, default definitions, adjustment mechanics, and repurchase terms.; Review Exhibit 4.2 Form of Global Note for noteholder terms and settlement mechanics.; Review Exhibit 10.1 Form of Capped Call Confirmation for cap, anti-dilution, termination, and counterparty provisions..
近期披露
beta / 动量 / 主题
Beta
1.70
状态
高 beta
立场
看多
动量
看多
积极观察 · 偏高
板块定位
technology-semiconductors