ONON Falls 27.2% in a Month. Does the Sell-Off Create Opportunity?
ONON's 27.2% monthly slide has reset its valuation, but tariff risks, wholesale restraint and rising costs cloud the near-term opportunity.
ONON - On Holding AG
Price:
--
--
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CONSENSUS:
Buy
DETAILS
|
PRICE TARGET:
$45.09
DETAILS
HIGH:
$82.00
LOW:
$20.00
MEDIAN:
$42.00
CONSENSUS:
$45.09
UPSIDE:
60.49%
Stock News
Is ONON Worth Buying Now as Growth Collides With Execution Risks?
ONON's broad growth and stronger DTC mix support momentum, but rising costs, wholesale restraint and U.S. tariffs make the lower valuation a mixed entry point.
Can ONON's Higher 2026 Margin Outlook Offset Tariff and Sales Risks?
ONON raised its 2026 gross-margin floor to 65%, but new U.S. tariffs and restrained wholesale shipments put second-half execution in focus.
Baron Focused Growth Fund Q2 2026 Portfolio Update
Baron Focused Growth Fund rebounded in Q2 from a disappointing start to the year, with the Fund gaining 13.26% compared with a gain of 24.02% for the Russell 2500 Growth Index. We remain steadfast in our commitment to long-term investing in competitively advantaged, growth businesses. As of June 30, 2026, the Fund owned 28 investments.
Is On Holding (ONON) a Buy as Wall Street Analysts Look Optimistic?
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
On Holding's DTC Growth Strengthens Its Premium Business Model
ONON's record DTC mix, full-price gains and margin expansion are reinforcing its premium model despite wholesale softness.
Insider Confidence Is Building in These 3 Very Different Stocks
Insider buying is not a perfect signal, but it can be a useful one when executives or major shareholders step in after a stock has weakened. That is especially true when the buying comes from a CEO, a controlling shareholder, or insiders with deep knowledge of the company's long-term prospects.
Breakfast News: Week in Review
CrowdStrike's record quarter and why we trimmed it. Plus Nvidia, Meta, and more
Breakfast News: Intuit's Guidance Gets Taxed
Intuit slumps despite revenue growth, Cava rebounds after food safety scares, and more
3 Beaten-Down Stocks That Haven't Gotten the Message About the S&P 500's Record Run
Despite many warning signs to the contrary, the S&P 500 continues to climb to fresh record high levels. The latest earnings season showed remarkably resilient performance for many standout companies, but not every quality growth name has gotten the message so far.
On Holding Executive Olivier Buys 65,000 Shares for $2.0 Million
Olivier's direct stake now totals 5.2 million shares valued at $168.5 million, executed at $30.67 per share as stock closed above entry price.
On Holding Founder and Co-CEO Caspar Coppetti Buys the Dip
Coppetti's open-market purchase at an average of $30.67 per share came as the stock traded near 12-month lows, signaling insider confidence in the Zurich-based footwear maker's valuation.
Here's Why On Holding (ONON) is a Strong Growth Stock
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
2 Stocks That Could Double by 2030
Amazon's Prime-powered retail and booming cloud business should keep revenue growing and margins rising. On's premium brand momentum is driving fast revenue growth and expanding operating margins.
Breakfast News: Week in Review
Nvidia turns financier, CAVA's traffic sizzles, Berkshire ends its 3-year drought, and more
ON Holding: Great Results, Greater Expectations (Rating Upgrade)
ON Holding A G reported strong Q2 results but cut full-year revenue growth guidance from 23% to ~20%, triggering a 20% stock drop. I upgrade ONON from Sell to Hold, citing robust margin expansion and a net cash balance, but caution on slowing growth and high valuation. ONON's DTC strategy boosted gross margin to 65.4% and net margin to 12.4%, but growth now relies heavily on APAC expansion.
On Holding Analysts Slash Their Forecasts After Q2 Results
On Holding AG (NYSE:ONON) on Tuesday reported mixed second-quarter financial results.
Here Are Wednesday’s Top Wall Street Analyst Research Calls: The Gap, Genmab, Hilton Worldwide, Intuitive Surgical, Marriott International, Merck, Novo Nordisk, Okta, and More
With all eyes locked on this morning's CPI release and the Strait of Hormuz nearly shut down, Wall Street analysts are already repositioning across hospitality, pharma, and tech before the market even opens.
Stock Market Today, Aug. 11: On Holding Stock Plunges on Worst Day Ever
On Aug. 11, 2026, the premium running shoe maker's stock tumbled 20% after reporting weaker-than-expected sales and slashing full-year growth targets.
Nike, Lululemon, Deckers, and On Holding Have All Plunged. What's the Best Buy of the Four?
Ranking four leaders in the struggling footwear sector from worst to first.
Price Targets
On Holding price target lowered to $62 from $70 at Bernstein
$62.00
(was $31.37)
Aneesha Sherman
·
Bernstein
On Holding price target lowered to $42 from $46 at Goldman Sachs
$42.00
(was $30.91)
Goldman Sachs
On Holding price target lowered to $40 from $46 at Evercore ISI
$40.00
(was $30.91)
Michael Binetti
·
Evercore ISI
On Holding price target lowered to $55 from $70 at Baird
$55.00
(was $30.91)
Robert W. Baird
On Holding price target lowered to $42 from $46 at Barclays
$42.00
(was $30.91)
Adrienne Yih
·
Barclays
On Holding AG (ONON) PT Lowered to $43 at Telsey
$43.00
(was $30.91)
Cristina Fernandez
·
Telsey Advisory
Raymond James Downgrades On Holding AG (ONON) to Outperform
$38.00
(was $30.91)
Rick Patel
·
Raymond James
On Holding price target lowered to $40 from $48 at Truist
$40.00
(was $30.91)
Joseph Civello
·
Truist Financial
On Holding price target lowered to $20 from $24 at Jefferies
$20.00
(was $30.38)
Jefferies
On Holding AG (ONON) PT Lowered to $32 at Williams Trading
$32.00
(was $30.91)
Sam Poser
·
Williams Trading
On Holding price target raised to $46 from $42 at Evercore ISI
$46.00
(was $37.52)
Michael Binetti
·
Evercore ISI
On Holding AG (ONON) PT Lowered to $82 at UBS
$82.00
(was $37.78)
Jay Sole
·
UBS
On Holding price target lowered to $83 from $85 at UBS
$83.00
(was $37.89)
UBS
On Holding price target lowered to $51 from $60 at Telsey Advisory
$51.00
(was $35.18)
Telsey Advisory
On Holding price target lowered to $46 from $57 at Barclays
$46.00
(was $33.83)
Barclays
On Holding price target lowered to $42 from $45 at Evercore ISI
$42.00
(was $33.83)
Evercore ISI
On Holding price target lowered to $48 from $55 at Truist
$48.00
(was $33.84)
Joseph Civello
·
Truist Financial
On Holding upgraded to Strong Buy from Outperform at Raymond James
$52.00
(was $36.60)
Strong Buy
·
Raymond James
On Holding price target lowered to $45 from $58 at Evercore ISI
$45.00
(was $32.39)
Michael Binetti
·
Evercore ISI
On Holding price target lowered to $60 from $65 at Telsey Advisory
$60.00
(was $32.11)
Cristina Fernandez
·
Telsey Advisory