KeyBanc raises On Holding stock target to $68 on strong quarter

Published 14/05/2025, 12:58
KeyBanc raises On Holding stock target to $68 on strong quarter

On Wednesday, KeyBanc Capital Markets expressed a positive outlook on On Holding AG (NYSE:ONON) by increasing the stock’s price target from $60.00 to $68.00. The firm maintained an Overweight rating on the company’s shares. KeyBanc analyst Ashley Owens cited a strong quarter for the company, driven by heightened brand awareness and successful positioning as a premium product in the competitive footwear market. According to InvestingPro data, the stock has delivered an impressive 58% return over the past year, though current technical indicators suggest the stock is in overbought territory.

On Holding AG’s recent performance has been robust, with the company demonstrating resilience in a challenging economic climate. Financial metrics support this strength, with InvestingPro data showing impressive gross profit margins of 60.6% and revenue growth of 34.9% in the last twelve months. The company maintains a healthy balance sheet with more cash than debt and a strong current ratio of 2.8. These metrics are just a sample of the comprehensive financial analysis available in the Pro Research Report, which provides deep-dive analysis of 1,400+ top stocks.

Despite the company’s cautious stance on its profitability outlook, KeyBanc believes that On Holding AG has several factors in its favor that could lead to better-than-expected financial results. These include the introduction of new products, growing brand recognition, and strategic price increases. These elements, according to the analyst, could provide a potential upside to the company’s conservative forecast. Based on InvestingPro’s Fair Value analysis, the stock appears overvalued at current levels, though analysts remain optimistic with multiple growth drivers identified in the comprehensive Pro Research Report.

KeyBanc’s revised price target is based on increased confidence in On Holding AG’s business momentum. The firm’s analysis suggests that the company’s strategic initiatives are likely to continue driving growth and success in the market.

On Holding AG’s stock price adjustment reflects KeyBanc’s optimistic view of the company’s future prospects and its ability to outperform in the current economic environment. The Overweight rating indicates that KeyBanc analysts expect the company’s stock to perform better than the average return of the stocks that KeyBanc covers in the same sector.

In other recent news, On Holding AG has been the subject of multiple analyst updates following its strong financial performance. The company reported a robust start to the year with a 40% growth in constant currency revenue for the first quarter, prompting several firms to revise their forecasts. Evercore ISI raised its price target for On Holding AG to $70, citing the company’s adjusted EBITDA of CHF 120 million, which surpassed expectations. BTIG also increased its price target to $70, maintaining a Buy rating, and highlighted the company’s ability to sustain nearly 30% revenue growth over the medium term. Needham analysts lifted their target to $62, acknowledging On Holding AG’s strong growth potential and its capacity to exceed financial expectations.

Citi upgraded On Holding AG’s stock rating from Neutral to Buy, although it reduced the price target to $60 due to anticipated foreign exchange and tariff challenges. Despite these headwinds, Citi noted the brand’s strength and its minimal sourcing exposure in China, which positions it well in the current market. BofA Securities also maintained a Buy rating and increased the price target to $75, expecting stronger organic sales growth. Overall, these updates reflect a positive outlook on On Holding AG’s financial performance and growth trajectory, despite some external challenges.

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