Onto Innovation Jumps 6% Tuesday Following Camtek Earnings and NVIDIA’s $500 Billion Partnership

5 days ago 4

Eric Bleeker

Tue, August 11, 2026 astatine 11:48 AM CDT 4 min read

Quick Read

Onto Innovation surged 6% Tuesday and is up 85% twelvemonth to date, riding AI-driven request for its HBM and precocious packaging inspection tools.
Camtek's grounds $133 cardinal 4th and $600 cardinal successful YTD bookings, positive NVIDIA's $500 cardinal AI infrastructure financing deal, corroborate accelerating request crossed the semiconductor proviso chain.
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Shares of Onto Innovation (NYSE:ONTO) are trading higher midday Tuesday, up 5.9% to $308.51 from Monday's adjacent of $291.35. The semiconductor process power sanction is riding a affirmative AI proviso concatenation read-through from adjacent Camtek's blowout 4th and a broader bid crossed the group.

Peer Camtek's Record Quarter Lights the Rally

The superior catalyst is simply a nonstop read-through from Camtek (NASDAQ:CAMT), which reported Q2 2026 results connected August 10, 2026. Camtek posted grounds gross of $133.24 million, topping the $130.19 cardinal consensus, with non-GAAP EPS of $0.78 versus the $0.76 estimate.

The bigger archer for Onto investors was the bid book. CEO Rafi Amit disclosed that year-to-date bookings person crossed $600 million, with deliveries stretching into 2027. Camtek guided Q3 gross to $158 cardinal to $160 million, astir 20% sequential growth, and flagged Advanced Packaging gross increasing astir 70% betwixt Q1 and Q4 2026. Amit noted the surge is driven by AI-linked HBM representation and chiplet architectures. That is the aforesaid tailwind powering Onto's Dragonfly and Atlas platforms.

Onto's Own Setup Was Already Bullish

Camtek is moving into spot that Onto had already flagged successful its ain May 5, 2026 Q1 FY2026 8-K filing. Onto delivered grounds gross of $291.95 million, up 9.5% twelvemonth implicit year, and non-GAAP EPS of $1.42, successful enactment with estimates. Advanced nodes gross climbed 13% sequentially.

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Management guided Q2 FY2026 gross to $320 cardinal to $330 million, with non-GAAP EPS of $1.65 to $1.73 and non-GAAP operating borderline of 28% to 28.6%. The precocious nodes conception is positioned for astir 25% full-year growth. CEO Mike Plisinski pointed to the Dragonfly G5 inspection strategy landing qualifications astatine some a 2.5D logic lawsuit and an HBM customer, alongside a 2nd logic triumph for the Atlas G6 metrology strategy successful gate-all-around. Those are the nonstop process nodes wherever AI capableness is being built.

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