On Holding
Price: 38.00Company and Business Model
On Holding (ONON.US) operates in the consumer discretionary sector, specializing in performance footwear and apparel. The company focuses on innovative design and technology to enhance athletic performance. Its core products include running shoes, training shoes, and lifestyle footwear, with major revenue sources stemming from direct-to-consumer sales and wholesale partnerships. The brand targets both professional athletes and casual consumers, aiming to establish a strong presence in the competitive athletic market.
Investment Profile
The investment profile of On Holding suggests it may be more suitable for value investors, given its current market position and financial metrics. The company has shown some volatility and a recent decline in revenue, indicating potential challenges. Investors seeking a balanced approach may find it appropriate, but the lack of dividends and the current risk profile suggest caution.
Fundamental metrics (experimental)
- EPS (TTM) — earnings per share for the last 12 months, $
- 0.77 OK
- Revenue QoQ — quarter-over-quarter revenue growth
- 15.2% ↑
- EPS surprise
- 39.6% better than expected
- 20d volatility
- 2.3% stable
Forecast impact
neutralTrack in portfolio
Price chart
| Date | Before | After | Reason |
|---|---|---|---|
| 2026-05-18 04:12 | Sell | Hold | Strong revenue growth but negative long-term momentum. |
| 2026-05-08 15:28 | — | Sell | Weak fundamentals and negative momentum raise concerns. |
| 2026-05-05 02:42 | Hold | Sell | Компания демонстрирует нестабильные результаты, с отрицательной динамикой за последние 60 дней и снижением выручки. Однако, положительный сюрприз по EPS может свидетельствовать о потенциале для восстановления. |
| Date | Analyst | Action | Target | Price Then |
|---|---|---|---|---|
| 2026-05-13 13:00 | Telsey Advisory | Target Lowered | 60 → 51 | 35.18 |
| 2026-05-13 09:13 | Barclays | Target Lowered | 57 → 46 | 33.83 |
| 2026-05-12 18:37 | Evercore ISI | Target Lowered | 45 → 42 | 33.825 |