Advertisement
ONTO vs Q
Which Stock Would AI Choose? Onto Innovation Inc. (ONTO) vs. Qorvo, Inc. (Q) Stock Comparison
Key Takeaways
- ONTO has delivered substantial year-to-date gains of approximately 64%, significantly outpacing broader market benchmarks amid sustained demand for semiconductor process control solutions.
- Q reported fiscal first-quarter results on July 28, 2026, with revenue of $784.8 million and a non-GAAP EPS beat, though shares have shown more modest performance with limited year-to-date appreciation.
- Both companies operate in the semiconductor sector, with ONTO focused on inspection and metrology tools and Q specializing in radio frequency (RF) and connectivity components.
- Q continues to navigate a pending transaction with Skyworks Solutions, which has influenced recent operational disclosures and market positioning.
- ONTO investors are positioned ahead of its second-quarter 2026 earnings release scheduled for August 6, 2026.
- Relative performance reflects differing exposure to advanced node manufacturing trends versus mobile and infrastructure RF demand cycles.
Introduction
This comparison examines ONTO and Q within the current semiconductor market environment. Both stocks attract attention from growth-oriented investors and traders seeking exposure to technology supply chains. The analysis highlights recent price behavior, business fundamentals, and sector-specific developments to provide a balanced view of their relative positioning. Market participants evaluating momentum, earnings catalysts, or merger-related activity may find this side-by-side review useful for assessing trade-offs in volatility, growth drivers, and risk profiles.
ONTO Overview and Recent Performance
Onto Innovation Inc. develops process control solutions, including metrology and inspection systems, primarily for semiconductor manufacturers. In recent weeks, ONTO shares have maintained upward momentum, closing near $258.58 on July 31, 2026, after a session gain. Year-to-date returns stand at approximately 63.8%, with one-year gains exceeding 172%. Sentiment has been supported by ongoing expansion in advanced packaging and high-performance computing applications. The company is scheduled to report second-quarter 2026 results on August 6, 2026, with analysts projecting continued earnings growth. Broader market activity in semiconductor equipment has contributed to sustained investor interest without significant reversal in recent trading sessions.
Q Overview and Recent Performance
Qorvo, Inc. supplies radio frequency (RF) solutions and connectivity components for mobile, infrastructure, and defense applications. The company released fiscal 2027 first-quarter results on July 28, 2026, posting revenue of $784.8 million and a non-GAAP diluted EPS of $1.64, which exceeded consensus estimates. Shares closed near $90.57 on July 31, 2026. Year-to-date performance has been more measured, with gains in the low single digits. A pending transaction with Skyworks Solutions has led the company to discontinue forward guidance and conference calls, shaping recent disclosures. Market sentiment reflects both the earnings beat and integration considerations, with trading activity remaining within a narrower range compared to broader sector leaders in recent weeks.
Trending AI Robots
Tickeron maintains a curated selection of AI-powered trading bots designed to analyze and execute strategies across thousands of securities. While hundreds of bots are available with varying trading styles, strategies, timeframes, and performance statistics, only those demonstrating the strongest alignment with prevailing market conditions are featured in the Trending AI Robots section. Typical bots may exhibit win rates ranging from 55% to 75% or annualized returns spanning 15% to over 100% depending on the strategy and market regime, though individual results vary widely. These systems differ in risk parameters, holding periods, and ticker universes. For additional details on currently trending options, visit the Trending AI Robots page.
Head-to-Head Comparison
ONTO and Q differ in core business models: ONTO provides specialized equipment for wafer inspection and process optimization, while Q focuses on component-level RF and power management solutions. Growth drivers for ONTO center on advanced semiconductor nodes and packaging demand, whereas Q draws from mobile device cycles and defense contracts. Recent momentum favors ONTO with stronger multi-month appreciation, contrasted by Q’s earnings resilience amid a transformative corporate transaction. Risk factors include earnings volatility for ONTO ahead of its report and integration uncertainties for Q. Sector exposure overlaps in semiconductors but diverges in capital equipment versus component supply, influencing sensitivity to different end-market cycles and macroeconomic sentiment.
Tickeron AI Verdict
Based on observable trend consistency, earnings stability, and relative positioning, Tickeron’s AI models currently assign a higher probabilistic weighting to ONTO for continued outperformance in the near term, driven by stronger recent price momentum and alignment with advanced manufacturing demand. Q presents a more balanced profile given its earnings beat but faces additional variables from the pending merger. These assessments reflect statistical patterns rather than guarantees and should be evaluated alongside individual risk tolerance.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ONTO is a Buy and Q is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
ONTO’s FA Score shows that 1 FA rating(s) are green whileQ’s FA Score has 1 green FA rating(s).
- ONTO’s FA Score: 1 green, 4 red.
- Q’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
ONTO’s TA Score shows that 4 TA indicator(s) are bullish while Q’s TA Score has 4 bullish TA indicator(s).
- ONTO’s TA Score: 4 bullish, 6 bearish.
- Q’s TA Score: 4 bullish, 4 bearish.
Price Growth
ONTO (@Electronic Production Equipment) experienced а -5.15% price change this week, while Q (@Electronic Production Equipment) price change was -2.87% for the same time period.
The average weekly price growth across all stocks in the @Electronic Production Equipment industry was -2.84%. For the same industry, the average monthly price growth was -21.76%, and the average quarterly price growth was +42.97%.
Reported Earning Dates
ONTO is expected to report earnings on Aug 06, 2026.
Q is expected to report earnings on Aug 04, 2026.
Industries' Descriptions
@Electronic Production Equipment (-2.84% weekly)The electronic production equipment industry makes equipment used to produce semiconductors. Such equipment includes wafer fabrication, plasma etching and photo-resist processing equipment. The industry also makes chemical vapor deposition processing systems and photomasks, which are high-purity quartz plates that contain patterns to define integrated circuits layouts. Applied Materials, Inc., Lam Research Corporation, and KLA-Tencor Corporation are examples of electronic production equipment manufacturing companies.
| ONTO | Q | ONTO / Q | |
| Capitalization | 12.9B | N/A | - |
| EBITDA | 199M | N/A | - |
| Gain YTD | 63.803 | 60.845 | 105% |
| P/E Ratio | 120.27 | N/A | - |
| Revenue | 1.03B | N/A | - |
| Total Cash | 654M | N/A | - |
| Total Debt | 17.5M | N/A | - |
ONTO | Q | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 62 | 68 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 78 Overvalued | 3 Undervalued | |
PROFIT vs RISK RATING 1..100 | 42 | 100 | |
SMR RATING 1..100 | 85 | 100 | |
PRICE GROWTH RATING 1..100 | 43 | 58 | |
P/E GROWTH RATING 1..100 | 2 | 100 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
Q's Valuation (3) in the Servicestothe Health Industry industry is significantly better than the same rating for ONTO (78) in the null industry. This means that Q’s stock grew significantly faster than ONTO’s over the last 12 months.
ONTO's Profit vs Risk Rating (42) in the null industry is somewhat better than the same rating for Q (100) in the Servicestothe Health Industry industry. This means that ONTO’s stock grew somewhat faster than Q’s over the last 12 months.
ONTO's SMR Rating (85) in the null industry is in the same range as Q (100) in the Servicestothe Health Industry industry. This means that ONTO’s stock grew similarly to Q’s over the last 12 months.
ONTO's Price Growth Rating (43) in the null industry is in the same range as Q (58) in the Servicestothe Health Industry industry. This means that ONTO’s stock grew similarly to Q’s over the last 12 months.
ONTO's P/E Growth Rating (2) in the null industry is significantly better than the same rating for Q (100) in the Servicestothe Health Industry industry. This means that ONTO’s stock grew significantly faster than Q’s over the last 12 months.
| ONTO | Q | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 90% | 4 days ago 90% |
| Stochastic ODDS (%) | 4 days ago 85% | 4 days ago 90% |
| Momentum ODDS (%) | 4 days ago 73% | 4 days ago 63% |
| MACD ODDS (%) | 4 days ago 70% | 4 days ago 80% |
| TrendWeek ODDS (%) | 4 days ago 71% | 4 days ago 68% |
| TrendMonth ODDS (%) | 4 days ago 68% | 4 days ago 69% |
| Advances ODDS (%) | 4 days ago 80% | 4 days ago 90% |
| Declines ODDS (%) | 6 days ago 73% | 6 days ago 71% |
| BollingerBands ODDS (%) | 4 days ago 90% | 4 days ago 90% |
| Aroon ODDS (%) | 4 days ago 67% | 4 days ago 90% |
Advertisement
Q and
Correlation & Price change
A.I.dvisor indicates that over the last year, Q has been loosely correlated with LRCX. These tickers have moved in lockstep 51% of the time. This A.I.-generated data suggests there is some statistical probability that if Q jumps, then LRCX could also see price increases.