StreetInsider.com News Articles

On Holding AG (ONON) Reiterated at Buy by Stifel: Yet to Penetrate Youth Lifestyle Segment

Tue, 25 Aug 2026 07:16:41 -0400

Stifel analyst Peter McGoldrick reiterated a Buy rating on On Holding AG (NYSE: ONON).

The analyst commented, "Challenger brands On and HOKA still underpenetrated in the youth lifestyle segment: Uptake of the premium contemporary running brands HOKA (owned by DECK, Buy, $92.08) and On (ONON, Buy, $29.51) remains a tough sell for the younger consumer set tracked in the back-to-school survey. On is recognized as the most popular brand in just 3.3% of checks (+0.8ppts y/y) and HOKA most popular in 0.5% (-1.3ppts y/y). Style mentions declined for both brands, suggesting a mismatch in occasion, price, and demographics; we believe domestic

Stifel Reiterates Buy Rating on Deckers Outdoor (DECK): Remains Underpenetrated

Tue, 25 Aug 2026 07:15:41 -0400

Stifel analyst Peter McGoldrick reiterated a Buy rating on Deckers Outdoor (NYSE: DECK).

For an analyst ratings summary and ratings history on Deckers Outdoor click here. For more ratings news on Deckers Outdoor click here.

Shares of Deckers Outdoor closed at $92.08 yesterday.

Stifel Reiterates Buy Rating on Deckers Outdoor (DECK): Remains Underpenetrated

Tue, 25 Aug 2026 07:15:41 -0400

Stifel analyst Peter McGoldrick reiterated a Buy rating on Deckers Outdoor (NYSE: DECK).

For an analyst ratings summary and ratings history on Deckers Outdoor click here. For more ratings news on Deckers Outdoor click here.

Shares of Deckers Outdoor closed at $92.08 yesterday.

On Holding AG (ONON) Insider Trades

Mon, 17 Aug 2026 09:20:16 -0400

On Holding AG (NYSE: ONON) Insider Trades

Caspar Felix Coppetti Purchase: 65,000 shares at $30.67 = $1,993,550.00.
Olivier Bernhard Purchase : 65,000 shares at $30.67 = $1,993,550.00

Form 4 On Holding AG For: Aug 14 Filed by: Bernhard Olivier

Mon, 17 Aug 2026 08:24:00 -0400

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Form 4 On Holding AG For: Aug 14 Filed by: Bernhard Olivier

Mon, 17 Aug 2026 08:24:00 -0400

si-local-file:///var/storage/secattach/20260817/26935265.html

Form 4 On Holding AG For: Aug 14 Filed by: Coppetti Caspar Felix

Mon, 17 Aug 2026 08:23:00 -0400

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Form 4 On Holding AG For: Aug 14 Filed by: Coppetti Caspar Felix

Mon, 17 Aug 2026 08:23:00 -0400

si-local-file:///var/storage/secattach/20260817/26935261.html

Form SCHEDULE 13G On Holding AG Filed by: BAMCO INC /NY/

Fri, 14 Aug 2026 10:53:00 -0400

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Form SCHEDULE 13G On Holding AG Filed by: BAMCO INC /NY/

Fri, 14 Aug 2026 10:53:00 -0400

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Form SCHEDULE 13G/A On Holding AG Filed by: Allemann David Michael

Wed, 12 Aug 2026 17:16:00 -0400

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Form SCHEDULE 13G/A On Holding AG Filed by: Allemann David Michael

Wed, 12 Aug 2026 17:16:00 -0400

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Form SCHEDULE 13G On Holding AG Filed by: Hoffmann Martin

Wed, 12 Aug 2026 17:15:00 -0400

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Form SCHEDULE 13G On Holding AG Filed by: Hoffmann Martin

Wed, 12 Aug 2026 17:15:00 -0400

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On Holding AG (ONON) Removed from Raymond James Analyst Current Favorites List

Wed, 12 Aug 2026 11:35:29 -0400

On Holding AG (NYSE: ONON) Removed from Raymond James Analyst Current Favorites List.

Baird also removed ONON from its Fresh Pick designation.

The analyst comments "We are removing On Holding (ONON) from the Analyst Current Favorites list. We continue to see a long runway for growth for the company, but recent pressure on the U.S. wholesale channel is set to result in slower growth and limits our near-term confidence in upside. We don't see ONON re-rating to a higher multiple until this channel returns to stronger growth, and the timing and magnitude of a rebound are unclear for now."

On Holding AG (ONON) PT Lowered to $73 at UBS on Short-Term Industry Dynamics

Wed, 12 Aug 2026 09:23:05 -0400

UBS analyst Jay Sole lowered the price target on On Holding AG (NYSE: ONON) to $73.00 (from $83.00) while maintaining a Buy rating.

The analyst commented, "On's continued focus on innovation, performance, athletes, sports, direct-to consumer selling, and commitment to maintaining a premium, full-price brand image will lead to industry leading sales growth and upside earnings surprises. We continue to see On as one of the world's fastest-growing athletic wear brands and worthy of a higher multiple than the market is giving the stock. The stock pulled back on a disappointing 2Q26 report. However, we see this as a buying opportunity.

On Holding AG (ONON) PT Lowered to $73 at UBS on Short-Term Industry Dynamics

Wed, 12 Aug 2026 09:23:05 -0400

UBS analyst Jay Sole lowered the price target on On Holding AG (NYSE: ONON) to $73.00 (from $83.00) while maintaining a Buy rating.

On Holding AG (ONON) PT Lowered to $40 at Truist Securities

Wed, 12 Aug 2026 07:16:00 -0400

Truist Securities analyst Joseph Civello lowered the price target on On Holding AG (NYSE: ONON) to $40.00 (from $48.00) while maintaining a Buy rating.

On Holding AG (ONON) PT Lowered to $55 at Baird

Wed, 12 Aug 2026 06:19:26 -0400

Baird analyst Jonathan Komp lowered the price target on On Holding AG (NYSE: ONON) to $55.00 (from $70.00) while maintaining a Outperform rating.

On Holding AG (ONON) PT Lowered to $42 at Barclays

Wed, 12 Aug 2026 05:26:41 -0400

Barclays analyst Adrienne Yih lowered the price target on On Holding AG (NYSE: ONON) to $42.00 (from $46.00) while maintaining a Overweight rating.

On Holding AG (ONON) PT Lowered to $46 at BofA Securities

Wed, 12 Aug 2026 05:16:54 -0400

BofA Securities analyst Thierry Cota lowered the price target on On Holding AG (NYSE: ONON) to $46.00 (from $52.00) while maintaining a Buy rating.

The analyst comments "On’s 2Q call comments are similar to adidas’ recent message: the product launch policy remains very active (notably in 4Q26-2Q27 for On) but the high promotionality seen in the US wholesale business constrains the sell-in in On’s largest market (<50% of sales), while wholesale accounts for over half of group sales. Adding slow sector growth, this leads to this years’ OSG down c.40% vs FY25, and the adj. EBIT margin up 1ppt this year

On Holding AG (ONON) PT Lowered to $46 at BofA Securities

Wed, 12 Aug 2026 05:16:54 -0400

BofA Securities analyst Thierry Cota lowered the price target on On Holding AG (NYSE: ONON) to $46.00 (from $52.00) while maintaining a Buy rating.

On Holding AG (ONON) PT Lowered to $43 at Telsey

Wed, 12 Aug 2026 05:07:54 -0400

Telsey analyst Cristina Fernandez lowered the price target on On Holding AG (NYSE: ONON) to $43.00 (from $51.00) while maintaining a Outperform rating.

The analyst comments "TAG View: On is taking the right steps to maintain a premium brand positioning, refusing to chase discounts to maintain volume, even if it comes at the expense of sales. This dynamic was more pronounced in wholesale in 2Q26, as it experienced a slowdown in the sell through of some core running franchises in North America amid a promotional marketplace. To control inventory, On reduced the sell in to wholesale in 2Q26, an action that

On Holding AG (ONON) PT Lowered to $43 at Telsey

Wed, 12 Aug 2026 05:07:54 -0400

Telsey analyst Cristina Fernandez lowered the price target on On Holding AG (NYSE: ONON) to $43.00 (from $51.00) while maintaining a Outperform rating.

On Holding AG (ONON) PT Lowered to $41 at Stifel

Wed, 12 Aug 2026 05:06:54 -0400

Stifel analyst Peter McGoldrick lowered the price target on On Holding AG (NYSE: ONON) to $41.00 (from $60.00) while maintaining a Buy rating.

The analyst comments "On missed Stifel’s Street-high CHF 900mn revenue estimate, and the negative revenue guidance revision to “low-20s” percent growth in 2026E vs. prior 23% cc is a disappointment for the pace of revenue growth. DTC revenue accelerated to 34.3% cc in 2Q26 vs. 28.7% cc in 1Q26, representing a healthy revenue base for ~46% of the business. Issues appear concentrated to the U.S. market and we look for upside potential in 2H26E against realigned revenue expectations