ONON — On Holding Ltd

Founder-Led

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About On Holding Ltd

On Holding AG, together with its subsidiaries, develops and distributes performance sports products under the On brand in Switzerland, the rest of Europe, the Middle East, Africa, the United States, the rest of the Americas, and the Asia-Pacific. The company offers athletic footwear, apparel, and accessories for performance running, performance outdoor, performance all day, performance training, performance tennis, and young movers. Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$35.24
Market Cap$11.80B
Float245.1M
Shares Outstanding296.9M
P/E (Forward)22.94
P/E (TTM)45.71
Price/Sales (TTM)3.92
vs. Analyst Target+61.1% to analyst PT
Profit Margin6.76%
Operating Margin (TTM)11.04%
Revenue (TTM)$3.01B
Earnings Growth (YoY)-24.00%
Dividend RateNone
Analyst Target Price$56.78 (30 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $425M -$27.5M $231M -$12.0M
2021 $725M -$170M $430M -$126M
2022 $1.22B $57.7M $685M $129M
2023 $1.79B $79.6M $1.07B $206M
2024 $2.32B $242M $1.41B $400M
2025 $2.88B $195M $1.81B $482M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Mar 2025 $727M $56.7M
Jun 2025 $749M -$40.9M
Sep 2025 $794M $119M
Dec 2025 $738M $68.6M

Ownership & Float

Insider Ownership23.9%
Institutional Ownership74.7%
Short Float4.5%
% of All Funds Holding5.98%
Number of Funds Holding462

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$35.91Near-term / short-term trend
Weekly40-Week SMA$42.36Medium-term trend
Weekly80-Week SMA$47.34Cyclical trend (business cycle)
Weekly200-Week SMA$36.76Secular trend (multi-year)
Monthly10-Month SMA$41.16Near-term monthly trend
Monthly20-Month SMA$46.63Medium-term monthly trend
Monthly40-Month SMA$40.03Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$44.00 resistance 1.44x 1 months ago
$59.00 resistance 1.14x 10 months ago
$31.90 support 1.31x 23 months ago

Historical Earnings Reactions (18 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 1.32% 1.25% 61.11% 20.31% -13.38%
1 Day 2.00% -0.83% 38.89% 26.38% -13.98%
1 Week 1.29% -0.42% 44.44% 37.64% -20.36%
2 Weeks 6.02% 5.99% 61.11% 50.72% -17.91%
1 Month 3.81% -1.43% 44.44% 54.43% -26.00%

Next earnings: May 12, 2026 (1 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

Insufficient historical data for monthly seasonality analysis (requires 7+ years of data).

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday 0.08% 50.7% 217
Tuesday 0.27% 45.4% 240
Wednesday 0.16% 47.5% 238
Thursday -0.19% 48.7% 232
Friday -0.01% 48.1% 235

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 74.7%

Insider Transactions — Smart Summary

Total insider ownership: 23.9%

Founder-led management: David Allemann (Co-Founder & Executive Co-Chairman), Caspar Coppetti (Co-Founder & Executive Co-Chairman), Olivier Bernhard (Co-Founder & Executive Director)

12-Month Insider Activity Summary

Total Filings6
Net Value+$835,319.279
Net Shares Change23,929
% of Float0.0%
C-Suite Filings6
Clusters Detected0

Key Insiders

NameTitleNet ValueFilingsActivity
Hoffmann Martin CEO +$835,319.279 6 N/A

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-03-31 Hoffmann Martin CEO +$1.6M Transaction at $33.72, now +4.5%
2026-04-28 Hoffmann Martin CEO -$148,753.015 Transaction at $35.84, now -1.7%
2026-04-21 Hoffmann Martin CEO -$151,729.81 Transaction at $36.56, now -3.6%
2026-04-15 Hoffmann Martin CEO -$140,911.175 Transaction at $33.95, now +3.8%
2026-04-07 Hoffmann Martin CEO -$139,377.335 Transaction at $33.58, now +4.9%
2026-03-24 Hoffmann Martin CEO -$165,128.915 Transaction at $39.79, now -11.4%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for On Holding Ltd (ONON) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for ONON on Trend Edge →