ONON - On Holding AG Последние новости | Finranks

12.08.2026

Why a Premium Sneaker Brand Just Throttled Wholesale Growth

The Swiss maker of On sneakers says it is so committed to building higher-margin, direct-to-consumer sales that it intentionally limited some wholesale shipments during its latest quarter.

12.08.2026

On Holding Analysts Slash Their Forecasts After Q2 Results

On Holding AG (NYSE:ONON) on Tuesday reported mixed second-quarter financial results.

11.08.2026

Stock Market Today, Aug. 11: On Holding Stock Plunges on Worst Day Ever

On Aug. 11, 2026, the premium running shoe maker's stock tumbled 20% after reporting weaker-than-expected sales and slashing full-year growth targets.

11.08.2026

On Holding: Stay Long, This Is Not The Next Nike Fumble (Rating Downgrade)

On Holding AG faces a sharp post-earnings selloff after lowering FY26 revenue growth guidance, now expecting 'low 20s' percent growth. I downgrade ONON from Strong Buy to Buy, reflecting wholesale channel uncertainty, but maintain a bullish stance due to brand momentum and market share gains. Despite guidance cuts, ONON expects gross margins ≥65% and adjusted EBITDA margins of 19.5–20%, with direct-to-consumer growth offsetting wholesale weakness.

11.08.2026

ON Q2 Earnings Call Highlights

ON NYSE: ONON reported second-quarter 2026 net sales of CHF 850 million, up 21.6% at constant currency and 13.5% on a reported basis, as direct-to-consumer demand outpaced growth in its wholesale business. The Swiss sportswear company also raised its full-year gross-margin outlook while maintaining its adjusted EBITDA-margin forecast.

11.08.2026

On Holding Q2 Earnings Miss Estimates, FY'26 Margin Outlook Raised

ONON's DTC momentum and Asia-Pacific growth drive stronger margins. The company raises its 2026 gross margin outlook.

11.08.2026

On Holding: The Quarter Wasn't Great, But The Stock May Finally Be (Upgrade)

On Holding AG is upgraded to a Buy after a sharp post-Q2 earnings dip, offering a compelling GARP setup. Q2 revenue grew 13.5% YoY with gross margin at 65.4%, but wholesale softness and cautious sell-in drove market disappointment. Despite uncertainties, ONON maintains ~20% FY26 top-line growth guidance and a strong margin outlook, with international and category expansion as key drivers.

Видео

07.08.2026

Neutral

Options Corner: ONON Off Highs Ahead of Earnings

Повышения / Понижения рейтинга

Тикер	Фирма	Изменение рейтинга	Целевая цена	Дата
ONON	Telsey Advisory Group	Outperform	$51 >> $43	August 12th 2026
ONON	Raymond James	Outperform	undefined >> $38	August 12th 2026
ONON	William Blair	Market Perform	undefined >> undefined	August 11th 2026
ONON	UBS	Buy	$85 >> $82	July 29th 2026

Пресс-релизы

11.08.2026

On Reports Results for the Second Quarter and Six-Month Period Ended June 30, 2026

ZURICH, Switzerland--(BUSINESS WIRE)--On Reports Results for the Second Quarter and Six-Month Period Ended June 30, 2026.

On Holding AG (ONON)

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On Holding AG (ONON)

Why a Premium Sneaker Brand Just Throttled Wholesale Growth

On Holding Analysts Slash Their Forecasts After Q2 Results

Stock Market Today, Aug. 11: On Holding Stock Plunges on Worst Day Ever