ONON

On Holding AG (ONON) | Rumor.io

On Holding

ONON

Attention (50-day avg)0.08%

Attention rank (50-day avg)#118

Bullish sentiment (50-day avg)73%

Price to earnings ratio21

Market capitalization10B

Earnings per share1.43

Dividend yield (TTM)—

Revenue (annual)3B

Net income (annual)203.7M

Social

What share of all stock conversation is about ONON?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% -0.01	0.01% -0.09	0.05% -0.04	0.02% 0

Sep 28

On Holding AG ($ONON) has a management team confident in 20% earnings growth for the next 3 years, and plans to buy back $1B worth of shares.
On's double-trigger buyout policy reassures potential acquirers by preventing executive flight and allowing for a smooth transition in case of a sale.
The company's stock has been negatively impacted by the loss of its marketing moat due to superstar athletes defecting to rising competitors like Anta and Li-Ning.

Generated by AI

Sentiment

Of the messages about ONON that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	97.14% -1.13	93.61% -3.59	85.33% +49.84	78.18% -5.39
Bearish	2.86% +1.13	6.39% +3.59	14.67% -49.84	21.82% +5.39

Bullish· Sep 23

On Holding AG has announced a $1B buyback and expects sales to reach at least $6.8B by 2029, with gross margins above 65% and EBITDA margins of at least 22%.
The company's stock price has already seen a +13% reaction, and its business continues to grow, despite the share price taking a beating this year.
Analysts are maintaining Buy ratings and raising price targets, with one analyst citing stronger-than-expected multi-year roadmap, high-teens revenue growth targets, and lifted earnings forecasts.

Bearish· Sep 24

The stock price of ONON is expected to drop significantly, with some predicting a return to at least $28.
The company's stock has been unable to hold gains, with one user noting it "literally can't" maintain an upward trajectory.
Even the company's efforts to buy back its own stock have been ineffective in stopping the stock's decline, which some users attribute to a larger entity wanting the price to drop.

Generated by AI

Topics

Of the messages about ONON that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	0%	22.94%	2.41%	2.57%
Macro	0%	14.68%	41.33%	48.45%
Earnings	0%	11.01%	11.43%	10.98%
Technical Analysis	0%	24.77%	5.65%	2.79%
Analysts	100%	23.85%	38.99%	35.02%
Controversies	0%	2.75%	0.19%	0.18%

Earnings· Aug 11

On Holding AG ($ONON) reported Q2 2026 earnings with revenue of CHF 850.3M, missing estimates of CHF 878M.
The company's adjusted EPS beat expectations, but revenue growth was slower than expected, and full-year guidance was slightly below estimates, leading to a 20% stock sell-off.
Despite the weak earnings report, On Holding's direct-to-consumer sales jumped 26% and gross margin reached a record 65.4%, with the company maintaining its premium brand discipline.

Analysts· Nov 13

TD Cowen and Baird raise price targets for On Holding $ONON to $58 and $63, respectively.
Multiple analysts, including Baird, BTIG, and Truist Securities, upgrade On Holding $ONON to Buy or Outperform.
Price target increases for On Holding $ONON range from $50 to $64, with several analysts citing strong Q3 sales and boosted FY24 guidance.

Announcements· Aug 11

On Holding's Q2 earnings report showed a mixed performance, with revenue of CHF 850.3M, a 13.5% year-over-year increase, but missing the expected CHF 878M.
The company's stock price dropped by 14.07% premarket, with shares trading at their lowest valuation ever, and an EV/EBIT of 16.9x.
On Holding's Q2 results showed a 21.6% constant currency increase in revenue, led by the strength of its Direct-to-Consumer (DTC) sales, which rose by 26.0% or 34.3% constant currency.

Macro· Aug 22

The failed direct-to-consumer (DTC) pivot by Nike has led to reduced market visibility and lost revenue.
Rising competition from nimbler rivals like Hoka, On Running, and Adidas has capitalized on Nike's abandoned retail shelf space and gained millions of new customers.
The failure of Nike's DTC pivot has allowed competitors to gain market share, particularly in the running shoe market.

Technical Analysis· Nov 11

ONON's price is expected to target $56.72 and $59.32 if it stays above $53.
The stock's current price is considered high for buying, with a potential correction needed.
ONON's price action is being compared to that of AMD, with a target price of $140 mentioned for AMD.

Generated by AI

Community

Of the messages about ONON, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	80.95%	19.95%	33.03%	37.55%
Newcomers	19.05%	80.05%	66.97%	62.45%

Regulars· Sep 28

ON Holding AG's share buyback program is underway, with the regulars seeing it as a positive development, particularly given the current market conditions.
The sector as a whole is experiencing a downturn, with Nike and other companies facing challenges, but On Holding AG is being particularly affected due to its timing.
The regulars are analyzing the company's fundamentals, such as stock price, free cash flow, and price-to-earnings ratios, in search of a turnaround opportunity, despite the current difficulties.

Newcomers· Sep 26

The newcomers are focused on the company's recent Q2 numbers, which they find impressive, and are curious about its expansion into bigger markets, including a potential pursuit of the NFL.
The users are also intrigued by the company's prototype football boots, which they believe could be a game-changer in the market, but are concerned about the optics of a high-profile player suffering an injury while wearing the boots.
The newcomers are bullish on the company's potential for long-term growth, comparing it to other successful brands like Alo, Lululemon, and Nike, and are looking for opportunities to add to their positions at lower prices.

Generated by AI

News

The 2028 presidential race is already here — and it’s early

7d agoCNN

Peloton is releasing its cheapest treadmill yet as it bets on running for a turnaround

8d agoCNN

On Holding's Kylian Mbappé bet 'a direct challenge to Nike and Adidas': Analyst

11d agoYahoo Finance

You spent hundreds on running shoes. Here's the upgrade you're missing

Runners often spend hundreds on shoes, but this overlooked upgrade may deserve just as much attention.

14d agoUSA TODAY 10BEST

Boy takes on running challenge for Nottinghamshire teacher with cancer

Max, 11, has raised £3,000 to pay towards his teacher's living expenses while she has treatment.

1mo agoBBC

Dolly Parton’s advice for running a sprawling business empire: 'Work your butt off' | Fortune

“Rely on ‘higher wisdom,’ look your best, and don’t boss anyone around.”

1mo agoFortune

Also Discussed

Investors talking about ONON also mention

#	Name	Attention
1	Deckers Outdoor CorporationDECK	0.02%+0
2	Arhaus, Inc. Class A Common StockARHS	0%-0.01
3	Nike Inc. Class B Common StockNKE	0.37%+0.01
4	Azul SAAZUL	0%new
5	ROCG - Roth CH Acquisition IV Co.	——
6	Kimco Realty CorporationKIM	0%0
7	HIVE Digital Technologies Ltd.HIVE	0.01%+0
8	SKX - Skechers U.S.A., Inc.	——
9	SPDR S&P Emerging Markets Dividend ETFEDIV	0%new
10	DMTK - DermTech, Inc.	——

On Holding AG

Consumer Cyclical
Footwear & Accessories

On Holding AG is a Swiss sportswear company that designs, develops, and distributes performance-focused footwear, apparel, and accessories under the On brand. Headquartered in Zurich, Switzerland, and founded in 2010, the company serves runners, outdoor enthusiasts, fitness users, and everyday consumers seeking performance products with a lifestyle aesthetic. Its portfolio spans performance running, performance outdoor, performance all day, performance training, tennis, and youth-oriented “young movers” categories, offering road and trail running shoes, training and hiking footwear, as well as technical apparel and accessories. On Holding AG operates a global, multi-channel distribution model, combining direct-to-consumer e-commerce and owned retail stores with wholesale partnerships across run specialty shops, general sporting goods, outdoor and luxury retailers, and lifestyle and street-fashion outlets. Positioned in the consumer discretionary and athletic sportswear space, the company plays a notable role in the premium performance and lifestyle footwear market across Europe, the Americas, the Middle East, Africa, and the Asia-Pacific region.

Website

Location

FOerrlibuckstrasse 190

Zurich, 8005

Switzerland

Social

What share of all stock conversation is about ONON?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% -0.01	0.01% -0.09	0.05% -0.04	0.02% 0

Sep 28

On Holding AG ($ONON) has a management team confident in 20% earnings growth for the next 3 years, and plans to buy back $1B worth of shares.
On's double-trigger buyout policy reassures potential acquirers by preventing executive flight and allowing for a smooth transition in case of a sale.
The company's stock has been negatively impacted by the loss of its marketing moat due to superstar athletes defecting to rising competitors like Anta and Li-Ning.

Generated by AI

Sentiment

Of the messages about ONON that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	97.14% -1.13	93.61% -3.59	85.33% +49.84	78.18% -5.39
Bearish	2.86% +1.13	6.39% +3.59	14.67% -49.84	21.82% +5.39

Bullish· Sep 23

On Holding AG has announced a $1B buyback and expects sales to reach at least $6.8B by 2029, with gross margins above 65% and EBITDA margins of at least 22%.
The company's stock price has already seen a +13% reaction, and its business continues to grow, despite the share price taking a beating this year.
Analysts are maintaining Buy ratings and raising price targets, with one analyst citing stronger-than-expected multi-year roadmap, high-teens revenue growth targets, and lifted earnings forecasts.

Bearish· Sep 24

The stock price of ONON is expected to drop significantly, with some predicting a return to at least $28.
The company's stock has been unable to hold gains, with one user noting it "literally can't" maintain an upward trajectory.
Even the company's efforts to buy back its own stock have been ineffective in stopping the stock's decline, which some users attribute to a larger entity wanting the price to drop.

Generated by AI

Topics

Of the messages about ONON that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	0%	22.94%	2.41%	2.57%
Macro	0%	14.68%	41.33%	48.45%
Earnings	0%	11.01%	11.43%	10.98%
Technical Analysis	0%	24.77%	5.65%	2.79%
Analysts	100%	23.85%	38.99%	35.02%
Controversies	0%	2.75%	0.19%	0.18%

Earnings· Aug 11

On Holding AG ($ONON) reported Q2 2026 earnings with revenue of CHF 850.3M, missing estimates of CHF 878M.
The company's adjusted EPS beat expectations, but revenue growth was slower than expected, and full-year guidance was slightly below estimates, leading to a 20% stock sell-off.
Despite the weak earnings report, On Holding's direct-to-consumer sales jumped 26% and gross margin reached a record 65.4%, with the company maintaining its premium brand discipline.

Analysts· Nov 13

TD Cowen and Baird raise price targets for On Holding $ONON to $58 and $63, respectively.
Multiple analysts, including Baird, BTIG, and Truist Securities, upgrade On Holding $ONON to Buy or Outperform.
Price target increases for On Holding $ONON range from $50 to $64, with several analysts citing strong Q3 sales and boosted FY24 guidance.

Announcements· Aug 11

On Holding's Q2 earnings report showed a mixed performance, with revenue of CHF 850.3M, a 13.5% year-over-year increase, but missing the expected CHF 878M.
The company's stock price dropped by 14.07% premarket, with shares trading at their lowest valuation ever, and an EV/EBIT of 16.9x.
On Holding's Q2 results showed a 21.6% constant currency increase in revenue, led by the strength of its Direct-to-Consumer (DTC) sales, which rose by 26.0% or 34.3% constant currency.

Macro· Aug 22

The failed direct-to-consumer (DTC) pivot by Nike has led to reduced market visibility and lost revenue.
Rising competition from nimbler rivals like Hoka, On Running, and Adidas has capitalized on Nike's abandoned retail shelf space and gained millions of new customers.
The failure of Nike's DTC pivot has allowed competitors to gain market share, particularly in the running shoe market.

Technical Analysis· Nov 11

ONON's price is expected to target $56.72 and $59.32 if it stays above $53.
The stock's current price is considered high for buying, with a potential correction needed.
ONON's price action is being compared to that of AMD, with a target price of $140 mentioned for AMD.

Generated by AI

Community

Of the messages about ONON, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	80.95%	19.95%	33.03%	37.55%
Newcomers	19.05%	80.05%	66.97%	62.45%

Regulars· Sep 28

ON Holding AG's share buyback program is underway, with the regulars seeing it as a positive development, particularly given the current market conditions.
The sector as a whole is experiencing a downturn, with Nike and other companies facing challenges, but On Holding AG is being particularly affected due to its timing.
The regulars are analyzing the company's fundamentals, such as stock price, free cash flow, and price-to-earnings ratios, in search of a turnaround opportunity, despite the current difficulties.

Newcomers· Sep 26

The newcomers are focused on the company's recent Q2 numbers, which they find impressive, and are curious about its expansion into bigger markets, including a potential pursuit of the NFL.
The users are also intrigued by the company's prototype football boots, which they believe could be a game-changer in the market, but are concerned about the optics of a high-profile player suffering an injury while wearing the boots.
The newcomers are bullish on the company's potential for long-term growth, comparing it to other successful brands like Alo, Lululemon, and Nike, and are looking for opportunities to add to their positions at lower prices.

Generated by AI

On Holding

Social

Sep 28

Bullish· Sep 23

Bearish· Sep 24

Earnings· Aug 11

Analysts· Nov 13

Announcements· Aug 11

Macro· Aug 22

Technical Analysis· Nov 11

Regulars· Sep 28

Newcomers· Sep 26

The 2028 presidential race is already here — and it’s early

Peloton is releasing its cheapest treadmill yet as it bets on running for a turnaround

On Holding's Kylian Mbappé bet 'a direct challenge to Nike and Adidas': Analyst

You spent hundreds on running shoes. Here's the upgrade you're missing

Boy takes on running challenge for Nottinghamshire teacher with cancer

Dolly Parton’s advice for running a sprawling business empire: 'Work your butt off' | Fortune

Also Discussed

On Holding AG

Company Information

Location

The 2028 presidential race is already here — and it’s early

Peloton is releasing its cheapest treadmill yet as it bets on running for a turnaround

On Holding's Kylian Mbappé bet 'a direct challenge to Nike and Adidas': Analyst

You spent hundreds on running shoes. Here's the upgrade you're missing

Boy takes on running challenge for Nottinghamshire teacher with cancer

Dolly Parton’s advice for running a sprawling business empire: 'Work your butt off' | Fortune

Also Discussed

Social

Sep 28

Bullish· Sep 23

Bearish· Sep 24

Earnings· Aug 11

Analysts· Nov 13

Announcements· Aug 11

Macro· Aug 22

Technical Analysis· Nov 11

Regulars· Sep 28

Newcomers· Sep 26