On Holding price target raised to $79 from $75 at UBS on growth outlook

Published 13/08/2025, 15:22
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Investing.com - UBS raised its price target on On Holding AG (NYSE:ONON) to $79.00 from $75.00 on Wednesday, while maintaining a Buy rating on the athletic footwear company. According to InvestingPro data, analyst targets range from $40.19 to $78.29, with the company maintaining impressive gross profit margins of 61%.

The price target increase reflects UBS’s confidence in On Holding’s strategy focused on innovation, performance, athletes, sports, direct-to-consumer selling, and maintaining a premium brand image at full price.

UBS forecasts On Holding will deliver 5-year compound annual growth rates of 20% for sales, 23% for adjusted EBITDA, and 18% for earnings per share, with strong growth expected to continue beyond that period.

The firm expects On Holding to continue delivering "beat and raise" financial reports over the next twelve months, which could drive the stock’s forward price-to-earnings ratio higher from its current level of 31 times fiscal year 2 earnings.

UBS acknowledged near-term tariff risks but maintained that On Holding’s fundamental opportunity to capture meaningful market share over time remains intact.

In other recent news, On Holding AG has reported a strong second-quarter performance, with significant improvements in both revenue and margins. The company saw a 38% increase in currency-adjusted revenue and notable enhancements in gross and EBITDA margins, prompting a raise in the full-year 2025 guidance. Analyst firms such as Bernstein SocGen and BTIG have reiterated their positive ratings, with Bernstein SocGen maintaining an Outperform rating and a $70 price target, while BTIG continues to hold a Buy rating with the same price target. Raymond James also reiterated its Outperform rating with a slightly lower price target of $66. However, Jefferies downgraded On Holding to Underperform, expressing concerns about potential slowing sales growth in the U.S. market and a shift in retailer orders back to competitors like Nike in 2026. Despite these concerns, Williams Trading raised its price target for the company to $70 from $63, maintaining a Buy rating based on the company’s robust performance. The company’s ability to exceed expectations amid macroeconomic challenges, including foreign exchange rates and tariffs, has been a focal point for analysts. These developments highlight the mixed sentiment among analysts regarding On Holding’s future growth prospects.

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