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.
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.
| Date | Before | After | Reason |
|---|---|---|---|
| 2026-08-13 | Hold | Sell | Weak momentum and high risk overshadow potential growth. |
| 2026-08-04 | Sell | Hold | Positive EPS surprise, but mixed momentum signals. |
| 2026-07-25 | Hold | Sell | Weak momentum and high risk overshadow positive fundamentals. |
| 2026-07-08 | Sell | Hold | Mixed performance; uncertain momentum and market conditions. |
| 2026-06-25 | Hold | Sell | Weak momentum and high risk; cautious approach advised. |
| 2026-05-18 | Sell | Hold | Strong revenue growth but negative long-term momentum. |
| 2026-05-08 | — | Sell | Weak fundamentals and negative momentum raise concerns. |
| 2026-05-05 | 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. |
| 2026-03-05 | — | Hold | Компания демонстрирует умеренный рост выручки, но недавние колебания цен и высокая волатильность указывают на значительные риски. Рекомендуется удерживать акции до более ясных сигналов о восстановлении. |
| Date | Analyst | Action | Target | Price Then |
|---|---|---|---|---|
| 2026-09-08 | BMO Capital | Update | — → 28 | 27.27 |
| 2026-09-08 | Capital One Financial | Update | — → 28 | 27.27 |
| 2026-08-12 | Bernstein | Target Lowered | 70 → 62 | 31.37 |
| 2026-08-12 | Goldman Sachs | Target Lowered | 46 → 42 | 30.91 |
| 2026-08-12 | Evercore ISI | Target Lowered | 46 → 40 | 30.91 |
| 2026-08-12 | Robert W. Baird | Target Lowered | 70 → 55 | 30.91 |
| 2026-08-12 | Barclays | Target Lowered | 46 → 42 | 30.91 |
| 2026-08-12 | Telsey Advisory | Target Lowered | — → 43 | 30.91 |
| 2026-08-12 | Raymond James | Update | — → 38 | 30.91 |
| 2026-08-11 | Truist Financial | Target Lowered | 48 → 40 | 30.91 |
| 2026-08-11 | Jefferies | Target Lowered | 24 → 20 | 30.375 |
| 2026-08-11 | Williams Trading | Target Lowered | — → 32 | 30.91 |
| 2026-08-07 | Evercore ISI | Target Raised | 42 → 46 | 37.525 |
| 2026-07-29 | UBS | Target Lowered | — → 82 | 37.78 |
| 2026-07-29 | UBS | Target Lowered | 85 → 83 | 37.89 |
| 2026-05-13 | Telsey Advisory | Target Lowered | 60 → 51 | 35.18 |
| 2026-05-13 | Barclays | Target Lowered | 57 → 46 | 33.83 |
| 2026-05-12 | Evercore ISI | Target Lowered | 45 → 42 | 33.825 |
| 2026-05-12 | Truist Financial | Target Lowered | 55 → 48 | 33.84 |
| 2026-04-23 | Raymond James | Rating Upgraded | — → 52 | 36.6 |
| 2026-03-27 | Evercore ISI | Target Lowered | 58 → 45 | 32.39 |
| 2026-03-26 | Telsey Advisory | Target Lowered | 65 → 60 | 32.11 |
| 2026-03-03 | Truist Financial | Target Lowered | — → 55 | 43.91 |
| 2026-03-03 | Stifel Nicolaus | Target Lowered | — → 58 | 43.91 |
| 2026-03-03 | Evercore ISI | Target Lowered | — → 58 | 43.91 |
