The Analysts

Call · @thevalueist · unranked

@thevalueist

@thevalueist · Thu, Aug 6

TheValueist@TheValueist
$ONTO KEY READ-THROUGHS FROM ONTO INNOVATION Q2 2026 EARNINGS CALL Onto Innovation’s Q2 2026 earnings call provides a materially positive read-through for the semiconductor capital-equipment, HBM, advanced-packaging, leading-edge foundry, OSAT, panel-level packaging, and
29d agoview on X ↗

tweeted Thu, Aug 6 · counted from Fri, Aug 7 close

Read as

Mentions CAMT, Mentions KLAC, Long BESI, Long AMAT, Long ASMPT, Long KLIC, Mentions NVMI, Long SKHYNIX, Long SAMSUNG, Long LRCX, Long AMAT, Long ASML, Long TSM, Long ASX, Long AMKR, Long UNIMICRON, Long IBIDEN · High confidence

Confidence

High0.94

Counted from

Fri, Aug 7 · market close

Rank since this call

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Aug 28

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Aug 29

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Aug 30

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Aug 31

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Sep 1

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Sep 3

Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.

Active call · day 28 · fades out by Sep 17