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Price
$348
USD
Day
+4.2%
YTD
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Research feed
Latest imported research note for this ticker.
longbuy candidateParadisLabs
Imported thesis
HBM packaging/test forward-arch pure-play; Q1 2026 beat + raised >$1.3B FY outlook; Rigaku 27% strategic investment extends moat into thin-film metrology and X-ray packaging inspection.
Imported reasoning
Refresh of existing buy_candidate. Implied 1.43x off Oppenheimer PT $370 / spot $258.81 → medium potential; long-dated HBM bit demand ~30% CAGR through 2028 + 8-Hi → 12/16-Hi stack progression supports 2-3x by 2028. Sleeve fit: semicap & foundry UNDERWEIGHT 13.3% — strongest amplifier on board. Q2 guide $320-330M ~8% above prior outlook. Spot below Aegis trigger $290 = entry economics favorable vs prior verdict. No tripwire breached.
Last imported
May 29, 05:35 a.m.
Source report
2026-05-29_premarket.md
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Watchlist notes
Public watchlist context and imported research metadata.
Thesis
HBM packaging/test forward-arch pure-play; Q1 2026 beat + raised >$1.3B FY outlook; Rigaku 27% strategic investment extends moat into thin-film metrology and X-ray packaging inspection.
Sleeve
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Consensus PT (USD)
$356
Holdings
No holdings recorded for this ticker.
Smart-money holders
Held by SA-LP — 7.1% of fund (586,717 sh, new) as of 2025-03-31
Social Signal — last 90 days
@ParadisLabs
1 mention · 1 bullish / 0 bearish
Onto Innovation benefits from memory supply chain expansion with advanced processing equipment for substrates and packaging.