Shares of ONON have fallen about 30% year-to-date despite strong first-quarter sales growth of nearly 30% in constant currency terms and an increased full-year profit forecast. The company is gaining market share in the mature sportswear sector, outperforming Nike's flat revenue growth. ONON maintains strong gross margins in the mid-60% range, supported by its premium brand positioning and tariff resilience. Its Asia market revenue growth is outpacing that of the U.S. and Europe. With over CHF 1 billion in cash and no debt, ONON has solid financial flexibility and currently trades at a low valuation, supporting a 'Strong Buy' rating from the analyst.
KeyBanc lowered its price target for On Holding from $58 to $43 due to tariff-related cost pressures, while maintaining an Overweight rating. The Swiss sportswear brand beat Q1 2026 revenue estimates by 22%, driven by strong growth in Asia-Pacific. D...
On Holding's stock has fallen about 40% from its peak due to softer FY2026 revenue guidance, the unexpected CEO departure, and tariff concerns. Despite this, the company maintains strong fundamentals with a premium brand, 63% gross margins, and nearl...
ON Holding AG reported strong Q1 earnings with growth across all sales channels, markets, and product categories. The company’s expansion in China and rising sales of apparel and accessories highlight significant long-term growth opportunities. Profi...
On Holding reported strong Q1 2026 financial results, surpassing analyst expectations with earnings of $0.47 per share versus an estimated $0.35, and revenue of $1.06 billion up from $808.1 million last year. Despite Evercore ISI lowering its price t...
On Holding AG reported record first-quarter sales of 831.9 million CHF, a 14.5% increase, driven by strong demand in Asia-Pacific and growth in apparel and accessories. The Asia-Pacific region grew 44.4%, now representing over 20% of sales, while gro...
