$ONON 0.57 Developing

Notable posts

• @wallstengine neutral 1530 eng

  ON SIGNS KYLIAN MBAPPÉ FROM NIKE On has signed Real Madrid star Kylian Mbappé away from $NKE, which had sponsored him since childhood, as the Swiss sportswear company expands into football. $ONON plans to launch its first football boots in 2027, followed by kits, lifestyle products and trainers. The company has also appointed Thierry Henry as director of football and plans to use its LightSpray technology, which uses robots to create lightweight shoe uppers, as part of the push. On wants the Mbappé partnership to resemble its long-term relationship with Roger Federer, who became an investor in 2019 and helped the company expand into tennis. Source: FT

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• @wallstengine neutral 199 eng

  $ONON AUTHORIZES $1 BILLION SHARE BUYBACK, SETS 2029 TARGETS • Net sales of at least CHF 5.6B • Gross margin of at least 65% • Adjusted EBITDA margin of at least 22% The company also reiterated its 2026 adjusted EBITDA margin guidance of 19.5%-20%. https://t.co/hhVDP5n9f3

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• @wallstengine neutral 107 eng

  ON $ONON Q2’26 EARNINGS HIGHLIGHTS 🔹 Rev: CHF 850.3M (Est. CHF 878M) 🔴; +13.5% YoY 🔹 Adj. EPS: CHF 0.35 (Est. CHF 0.34) 🟢 🔹 Gross Margin: 65.4%; +390bps YoY 🔹 Adj. EBITDA: CHF 168.1M (Est. CHF171M) 🔴; +23.5% YoY FY26 Guide: 🔹 Rev: CHF 3.47B-CHF 3.56B (Est. CHF 3.56B) 🔴 🔹 Net Sales Growth: Low-20% constant currency 🔹 Gross Profit Margin: At least 65.0% 🔹 Adjusted EBITDA Margin: 19.5% to 20.0% Segment Net Revenue: 🔹 Direct-to-Consumer: CHF 388.4M; +26.0% YoY 🔹 Wholesale: CHF 461.9M; +4.8% YoY 🔹 Apparel: CHF 54.2M; +47.7% YoY Other Q2 Metrics: 🔹 Constant Currency Net Sales Growth: +21.6% 🔹 DTC Share of Net Sales: 45.7% Comments: 🔸 “We do not compromise our full-price integrity for volume - even in the heavily promotional environment we saw this quarter in some markets.” 🔸 “We expect constant currency growth in the low-20% range for the full-year while raising our gross profit margin expectation to at least 65.0% and maintaining our adjusted EBITDA margin guidance at 19.5% to 20.0% as we pursue high quality growth.”

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• @wallstengine neutral 78 eng

  Today's Key Events (All EST) — 08/11/2026 06:00: US NFIB Business Optimism Index 08:15: US ADP Wkly Employment Change 10:00: US Existing Home Sales 11:00: NY Fed Credit Report 13:00: US 3-Year Note Auction Before Open 👇 05:00: On Holding $ONON 05:00: Tencent Music $TME 05:15: Elbit Systems $ESLT 06:00: Flowco $FLOC 06:00: Organigram $OGI 06:05: Venture Global $VG 06:30: Sea $SE 06:30: Aramark $ARMK 06:35: Lithium Argentina $LAR 06:45: Cardinal Health $CAH 06:55: Janus International $JBI 07:00: Ceragon Networks $CRNT 07:00: Autolus Therapeutics $AUTL 07:00: eToro $ETOR 07:00: ECARX $ECX 07:00: Terrestrial Energy $IMSR 07:00: Legend Biotech $LEGN 07:00: Middleby $MIDD 07:00: Vestis $VSTS 07:30: Ambiq Micro $AMBQ 07:30: 908 Devices $MASS 07:50: Neuronetics $STIM After Hours 👇 16:00: Lumentum $LITE 16:00: Aquestive Therapeutics $AQST 16:00: NextNav $NN 16:05: Super Micro Computer $SMCI 16:05: CoreWeave $CRWV 16:05: H&R Block $HRB 16:05: Velo3D $VELO 16:05: Absci $ABSI 16:05: Evolv Technologies $EVLV 16:05: Hyliion $HYLN 16:05: Energy Vault $NRGV 16:05: Owlet $OWLT 16:10: Firefly Aerospace $FLY 16:10: CAVA $CAVA 16:15: Astronics $ATRO 16:15: SES AI $SES 16:15: Factorial Energy $FAC 16:30: Adecoagro $AGRO 16:30: Fold $FLD 17:15: Franco-Nevada $FNV 19:00: Quantinuum $QNT 20:15: Denison Mines $DNN 22:55: Borr Drilling $BORR

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• @wallstengine bullish 43 eng

  $ONON reinstated at Overweight by JPMorgan with a $51 price target and placed on Positive Catalyst Watch. JPM says concerns around North America and the CEO change are overdone. The firm models: FY26 revenue growth: 25.3% vs guidance of at least 23% FY26 adj. EBITDA margin: 20.9% vs guidance of 19.5% to 20.0% Q2 adj. EBITDA: 9% above consensus JPM also notes ON Holding shares are down 32% over the past year while EPS estimates are up about 30%, creating a sharp multiple reset.

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