ONON

Consensus

Buy3.76 / 521 ratings · Buy 17 · Hold 3 · Sell 1

Price vs analyst targets

Revenue and EPS estimates

ReportedConsensus estimates
Fiscal periodFY2023Dec '23FY2024Dec '24FY2025Dec '25FY2026Dec '26FY2027Dec '27FY2028Dec '28FY2029Dec '29
Revenue (B)2.002.603.733.554.234.995.80
Growth YoY+55.3%+30.2%+43.4%−4.8%+18.9%+18.1%+16.2%
High estimate–––3.594.515.236.00
Low estimate–––3.534.144.515.38
Analysts–––22231810
EPS, adjusted0.361.070.931.451.722.142.64
Growth YoY+24.1%+197.2%−13.1%+55.9%+18.4%+24.9%+23.0%
High estimate–––1.561.772.372.76
Low estimate–––1.391.651.912.39
Analysts–––1516129

Consensus mean of analyst estimates. EPS is adjusted (street) EPS, the basis analysts forecast; annual actuals are the sum of the four reported quarters. Growth compares with the same period a year earlier; n/m where the prior period was a loss.

Brokers

26 firms active in the last 12 months
FirmAnalystRatingPrev ratingTargetPrev targetChgUpsideDate
BTIGJanine StichterBuyBuy$60.00$70.00−14%+60%Nov 3
BMO CapitalKelly CragoMarket Perform · Sep 2026Market Perform$35.00$33.00+6%−7%Oct 28
Wolfe Research–––$47.00––+25%Oct 21
Raymond JamesRick PatelOutperformOutperform$38.00$52.00−27%+1%Oct 16
JP Morgan–OverweightOverweight––––Oct 1
KeyBancAshley OwensOverweight · May 2026Overweight$37.00$58.00−36%−1%Sep 28
BarclaysAdrienne YihOverweightOverweight$44.00$42.00+5%+17%Sep 24
Piper SandlerAnna AndreevaOverweight · Nov 2025Overweight$45.00$60.00−25%+20%Sep 24
NeedhamTom NikicBuyBuy$52.00$62.00−16%+39%Sep 23
B of A Securities–BuyBuy––––Sep 17
Wells Fargo–––$43.00––+15%Sep 17
Berenberg Bank–––$38.00$31.00+23%+1%Sep 14
Guggenheim–Buy · May 2026Buy$42.00$59.00−29%+12%Sep 11
Morgan StanleyAlex StratonOverweight · Nov 2025Overweight$39.00$26.00+50%+4%Sep 10
Capital One Financial–––$28.00––−25%Sep 8
BernsteinAneesha Sherman––$62.00$50.00+24%+65%Aug 12
Evercore ISIMichael BinettiOutperformOutperform$40.00$46.00−13%+7%Aug 12
Goldman Sachs–Neutral · Nov 2025Neutral$42.00$59.00−29%+12%Aug 12
Robert W. Baird–OutperformOutperform$55.00$50.00+10%+47%Aug 12
StifelPeter McGoldrickBuyBuy$58.00$60.00−3%+55%Aug 12
Telsey AdvisoryCristina FernandezOutperformOutperform$43.00$51.00−16%+15%Aug 12
Truist SecuritiesJoseph CivelloBuyBuy$40.00$48.00−17%+7%Aug 12
UBSJay SoleBuyBuy$82.00$85.00−4%+119%Aug 12
JefferiesRandal KonikUnderperform · Aug 2025Hold$20.00$31.00−35%−47%Aug 11
Williams TradingSam PoserHold · Jan 2026Buy$32.00$47.00−32%−15%Aug 11
TD Cowen–BuyBuy––––Nov 13, 2025

Latest analyst action Page refreshed hourly; analyst feeds refreshed dailyAbout this data

Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.