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 nearly half of sales direct-to-consumer. Growth prospects remain solid, supported by LightSpray technology, rapid expansion in Asia-Pacific and apparel segments, and a strong balance sheet. Analysts see a 29% upside to a $46 price target, highlighting On Holding's potential for long-term value creation.
On Holding reported strong Q1 2026 results, with Asia-Pacific net sales up 61% in constant currency, driving growth. The company exceeded expectations with a gross margin of 64.2% and an adjusted EBITDA margin of 21%, prompting management to raise th...
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, outp...
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 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...
