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On Holding (ONON) Is Down 17.8% After Mixed Q2 Beat And Lower-End Guidance - Has The Bull Case Changed?
Simply Wall St.1d agobullish
On Holding (ONON) Is Down 17.8% After Mixed Q2 Beat And Lower-End Guidance - Has The Bull Case Changed?

On 11 August 2026, On Holding AG reported second-quarter sales of CHF 850.3 million and net income of CHF 105 million, marking a shift from a net loss a year earlier. While the company highlighted strong direct-to-consumer momentum and raised its profit outlook, a slowdown in Americas growth and full-year sales guidance at the lower end of expectations raised fresh questions about the balance between expansion and discipline. Next, we’ll examine how softer Americas growth and tempered...

Does On’s Revenue Beat Signal Durable Brand Strength or Just Short-Term Momentum for ONON?
Simply Wall St.41d agobullish
Does On’s Revenue Beat Signal Durable Brand Strength or Just Short-Term Momentum for ONON?

In recent days, On Holding AG reported revenue that exceeded market expectations, reflecting stronger-than-anticipated demand across its athletic footwear and performance apparel offerings. This outperformance highlights how the company’s brand resonance and product mix are translating into higher sales levels than analysts had built into their models. We’ll now examine how this revenue beat, and what it suggests about On Holding’s demand profile, could influence its existing investment...

Assessing On Holding (NYSE:ONON) Valuation After Record Q1 Results And Upgraded Growth Outlook
Simply Wall St.91d agobullish
Assessing On Holding (NYSE:ONON) Valuation After Record Q1 Results And Upgraded Growth Outlook

Why On Holding’s latest earnings are drawing investor attention On Holding (NYSE:ONON) is back in focus after record first quarter 2026 results, with net sales above CHF 830 million, higher profit margins, and fresh guidance that points to at least 23% constant currency net sales growth for the year. See our latest analysis for On Holding. Despite the strong first quarter update and higher margin guidance, On Holding’s share price has come under pressure, with the stock down about 28% year to...

Is On Holding AG (ONON) A Good Stock To Buy Now?
Insider Monkey101d agobullish
Is On Holding AG (ONON) A Good Stock To Buy Now?

Is ONON a good stock to buy? We came across a bullish thesis on On Holding AG on Sensus Capital Research’s Substack. In this article, we will summarize the bulls’ thesis on ONON. On Holding AG’s share was trading at $36.73 as of April 21st. ONON’s trailing and forward P/E were 47.20 and 24.63 respectively according to Yahoo Finance. On Holding […]