ONON On Holding AG

34.04USD+2.47%Mkt Cap: 11.38B $P/E: 22.69

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 Ameri…

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Nike (NKE) vs. On (ONON): Is Nike Losing Its Edge in Sportswear?

For years, Nike, Inc. (NYSE:NKE)’s biggest advantage was simple: it was where performance, culture, and sport came together. That advantage is being tested. Newer brands such as On Holding AG (NYSE:ONON) have shown that consumers are willing to pay premium prices for performance footwear from companies that were barely on the radar a decade ago. […]

Insider Monkey
Nike Stock Has Dropped 44% This Year. Why Jefferies Says to Buy the Dip.

The retailer’s first-quarter earnings on Thursday could give investors a reason to buy the dip, Jefferies says.

Barrons.com
Yahoo Finance
On Holding's Premium Store Expansion Strengthens Consumer Connections

ONON's premium store expansion is driving stronger traffic and DTC growth, with new and existing locations delivering robust performance worldwide.

Zacks
On Holding (ONON) Is Up 9.9% After Buyback, Mbappé Deal And Board Move - Has The Bull Case Changed?

On Holding AG recently appointed Electronic Arts executive Laura Miele as Lead Independent Director, reiterated its 2026 earnings guidance, and authorized a share repurchase program of up to US$1,000.00 million through the end of 2029. The combination of a long-term football partnership with Kylian Mbappé, ambitious growth targets, and a sizeable buyback highlights management’s confidence in scaling On from a niche performance brand toward a broader global sportswear player. We’ll now...

Simply Wall St.
Mbappé Leaves Nike (NKE) for On (ONON). Can On Turn Star Power into Soccer Sales?

On September 18, 2026, Reuters reported that French soccer star Kylian Mbappe ended a two-decade partnership with NIKE, Inc. (NYSE:NKE) to sign with Swiss sportswear brand On in a deal. It includes both cash and equity that gives On Holding AG (NYSE:ONON) its first major star as it pushes into soccer for the first time. […]

Insider Monkey
On Holding (ONON) Gets Strong Wall Street Support With Ambitious 2029 Targets

On Holding AG (NYSE:ONON) is drawing attention from Wall Street. On September 23, UBS reiterated its Buy rating on the stock with a price target of $73. The research firm said the company’s focus on innovation, performance, athletes, sports, and direct-to-consumer sales could support industry-leading sales growth and earnings surprises. UBS expects On Holding AG […]

Insider Monkey
On Holding (ONON) Stock Sinks As Market Gains: Here's Why

On Holding (ONON) concluded the recent trading session at $29.96, signifying a -1.64% move from its prior day's close.

Zacks
On Targets CHF 5.6B by 2029, Unveils Football, Golf and $1B Buyback Plan

ON (NYSE:ONON) outlined a three-year growth plan centered on premium pricing, product innovation, retail expansion and new sports categories, targeting at least CHF 5.6 billion in net sales and an adjusted EBITDA margin of 22% or higher by 2029. At its Investor Day in Zurich, the Swiss sportswear c

MarketBeat
On Holding vs. Boot Barn: Which Footwear Stock Looks Better Placed?

ONON's DTC strength, Asia-Pacific momentum and apparel growth contrast with BOOT's store expansion, comparable sales gains and e-commerce growth.

Zacks
Nike's Near-Term Turnaround Prospects Dim, BofA Says

Nike's (NKE) sales turnaround will take longer than expected to materialize amid weakness in classic

MT Newswires
Is On Holding (ONON)’s Mbappé Partnership a Game Changer?

On Holding AG (NYSE:ONON) is expanding beyond its traditional running and tennis categories as it seeks to become a global sportswear brand. The company’s strategic partnership with football star Kylian Mbappé represents an important growth step into a highly lucrative market. The strategic partnership could significantly increase the brand’s exposure among football fans worldwide while […]

Insider Monkey
On Holding Just Poached One Of Football’s Biggest Star From NIKE— And Wall Street Is Paying Attention

For nearly two decades, Kylian Mbappé has worn NIKE, Inc. (NYSE:NKE). On September 18, that relationship was officially over, and the World Cup’s all-time leading goal scorer signed with a company that only entered football this year and plans to launch its first football products in 2027. On Holding AG (NYSE:ONON)’s decision to sign Mbappé […]

Insider Monkey
On Holding (ONON) Gains As Market Dips: What You Should Know

On Holding (ONON) reached $30.16 at the closing of the latest trading day, reflecting a +2.62% change compared to its last close.

Zacks
A $1 Billion Reason to Buy On Holdings Stock

On Holding stock rallies as management announced a $1 billion buyback plan. Here’s why ONON shares are attractive to own at current levels.

Barchart
Why Did On Holding Stock Jump If Its Near-Term Guidance Did Not Change?

On Holding (ONON) stock rose 7.6% on Tuesday, September 22, 2026, while the S&P 500 finished flat. At its investor day in Zurich, the company unveiled its first share buyback and targets for 2029. What the market bought was a promise to keep choosing price over volume.

Trefis
On Holding AG (ONON) Is a Trending Stock: Facts to Know Before Betting on It

On Holding (ONON) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Zacks
On Holding (ONON) Approved A $1 Billion Share Repurchase Program

On Holding (NYSE: ONON) approved a US$1b share repurchase program scheduled to run over the next three years. The company paired the buyback announcement with higher long term targets for net sales and profit margins by 2029. Management described the new outlook as a multi year plan focused on scaling the brand while improving profitability. The US$1b buyback and upgraded 2029 targets sit alongside broader themes in our On Holding research you should factor in. Our analysis turns up 3 other...

Simply Wall St.
On Holding (ONON) Outlines Ambitious Goals and $1B Buyback, Jumps 7.6%

On Holding AG Ltd. (NYSE:ONON) grew its share price by 7.58 percent on Tuesday to close at $29.39 apiece as investors loaded positions after announcing a $1 billion buyback program over the next three years. In its recently held Investor Day, On Holding AG Ltd. (NYSE:ONON) said that the share repurchase program reflects its strong […]

Insider Monkey
On Holding (ONON) Approves a $1 Billion Buyback Alongside its 2029 Targets

On Holding AG (NYSE:ONON) set out new long-term targets at its investor day in Zurich on September 22. The Swiss sportswear maker wants net sales of at least CHF 5.6 billion by 2029, from a high-teens annual growth rate in constant currency. Its board also authorised the company’s first share buyback, worth up to $1 […]

Insider Monkey
Update: Nasdaq Composite Hits New Peak as Oil Retreats

(Updates with market moves at the end of the day, and other changes, if any.) The Nasdaq Composit

MT Newswires
Sector Update: Consumer Stocks Advance Late Afternoon

Consumer stocks advanced late Tuesday afternoon with the State Street Consumer Staples Select Sector

MT Newswires
Nike, On Holding, and Deckers Outdoor Are Down Between 23% and 43%. Here's the Stock to Buy, Even if the Fed Keeps Hiking Interest Rates.

Nike's deep brand strength makes it the most durable of the three, but On's Mbappé deal shows the challenger is gaining ground.

Motley Fool
NKE Stock In Focus After Stifel Lowers Price Target To $40 – A Look At Some Key Highlights

Stifel expects greater promotional activity in Western markets and a more challenging year-over-year gross margin comparison in the fiscal fourth quarter.

Stocktwits
Yahoo Finance
On Holding's EMEA Momentum Reinforces Its Premium Brand Strategy

ONON's EMEA gains, rising DTC mix and strong flagship performance show how its premium strategy is driving growth across Europe.

Zacks
Why Did NKE, OPEN, MCD Stocks Slip To 52-Week Lows Last Week?

Nike, Opendoor Technologies and McDonald's shares all slumped to 52-week lows last week amid negative catalysts and growing Wall Street concerns.

Stocktwits
On Holding (ONON) Stock Sees Fair Value Cut As Analysts Trim Targets

On Holding’s implied fair value in this framework has been reset from $52.49 to $42.55, signaling a lower assessment of what the stock may be worth today. Many analysts are trimming price targets while still debating how much growth and execution risk to price in, especially around U.S. wholesale pressures and the premium positioning story. As you read on, you will see how these shifting targets fit into the broader On Holding narrative and what to watch as it evolves. Analyst Price Targets...

Simply Wall St.
Sneaker Maker On Partners With Kylian Mbappe as Football Star Parts Ways With Nike

On Holding (ONON) has signed on soccer star Kylian Mbappe, marking the Swiss sportswear company's en

MT Newswires
Sector Update: Consumer Stocks Softer Late Afternoon

Consumer stocks were lower late Friday afternoon, with the State Street Consumer Staples Select Sect

MT Newswires
Soccer Star Mbappé Chooses On Holding Over Nike. The Two Stocks Head in Opposite Directions.

On Holding stock rises while Nike stock declines as Kylian Mbappé joins the Swiss footwear and sports apparel company.

Barrons.com
On Holding’s Kylian Mbappé Deal Splits Analysts — Why Wall Street Has Different Takes On ONON

Jefferies sees higher spending and limited growth upside, while Evercore ISI views On Holding’s soccer push as a potential catalyst.

Stocktwits
Mbappé signing won't fix On Holding's growth problem, Jefferies says

On Holding (NYSE:ONON)'s leap into football may say more about the brand's growing costs than its growth prospects, according to a new note from Jefferies. The Swiss sportswear company announced its entry into football this week, signing Kylian Mbappé as an athlete partner and global...

Proactive
Top Midday Stories: Buffett Steps Down as Berkshire Chairman; Soccer Star Mbappe Leaves Nike for On

The Dow Jones and S&P 500 Index were down in late-morning trading Friday, while the Nasdaq Composite

MT Newswires
CNBC Host Says Berkshire Should Buy Iconic Consumer Brand After Stock Falls 75%

A CNBC anchor floated Warren Buffett as the unlikely savior for one of America's most iconic sports brands, and the math behind a potential deal is harder to dismiss than it sounds.

24/7 Wall St.
Investopedia
Why Did ONON, LULU, PEP Stock Tumble To 52-Week Lows Today?

Investors weighed slowing demand, margin pressure, and analyst price target cuts.

Stocktwits
On Holding Stock Falls 30% in Three Months: Time to Buy or Stay Away?

ONON's 30% three-month slide reflects weak Americas wholesale trends and restrained sell-in, despite record DTC mix and new product launches.

Zacks
3 Stocks Put Traders Are Targeting Today

ONON, VICR, and AIPO are drawing attention from options bears

Schaeffer's Investment Research
2 Top Stocks That Can Double in 5 Years

These stocks offer an attractive combination of value and growth.

Motley Fool
3 Luxury Consumer Brands to Watch in a Beaten-Down Sector

RH, Birkenstock, and Capri Holdings shares have all declined this year despite revenue growth, as investors weigh luxury brand strength against tariffs, debt, and shrinking margins.

MarketBeat
Lululemon Just Dropped 18% in a Month. Is It Time to Sell?

Lululemon stock has shed nearly a fifth of its value in a single month, but figuring out how much of that damage belongs to Lululemon specifically and how much spilled across the whole athletic-apparel sector changes the calculus for anyone deciding whether to hold or walk away.

24/7 Wall St.
On Holding (ONON) Stock May Look Reasonable On Current Earnings

On Holding has seen its share price fall sharply in 2026, and that slide puts a fresh spotlight on whether the current valuation still lines up with what the business is earning today. The stock is down about 43.0% year to date, which raises the question of whether the recent share price now fully reflects what the company’s earnings can support. The business remains heavily dependent on converting its brand strength and product demand into sustainable profit margins, so investors are...

Simply Wall St.
On Holding (ONON) Could Be 49% Undervalued After Its New FP Movement Drop

On Holding (ONON) just announced a second limited-edition footwear collaboration with FP Movement, a product event that puts fresh attention on how this athletic brand is trying to connect with women buyers. For investors, this FP Movement tie-up lands after a tough stretch for the stock, with On Holding’s share price down about 17% over 30 days and roughly 29% over 90 days, while the 1-year total shareholder return has declined about 38%, which points to fading momentum despite fresh product...

Simply Wall St.
On Holding's Surging Apparel Sales Broaden Its Growth Opportunities

ONON's apparel sales gain 47.7% in Q2 2026, as tennis, running and DTC strength broaden growth beyond footwear and deepen consumer ties.

Zacks
On Holding's 2026 Outlook: DTC Channel Strategy Drives Higher Profit Margins

This under-the-radar consumer discretionary stock boasts a Superscore of 78 from our Hidden Gems Primary database, part of The Motley Fool's Moneyball Database system. Here's why.

Motley Fool
On Holding’s Aversion to Discounting Tested by Softer Retail Sales

The premium sportswear company’s long-held stance of no discounts is up against a more promotional retail environment.

The Wall Street Journal
Nike Is Now Down 40% This Year. Is NKE Stock Dead Money or Due for a Bounce?

Nike shares have shed nearly half their value this year, yet the chart hides a detail that reframes whether this is a company in crisis or a category caught in a broader storm. The answer changes everything about what comes next.

24/7 Wall St.
On Holding (ONON) Down 13.5% Since Last Earnings Report: Can It Rebound?

On Holding (ONON) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Zacks
Nike Gets Booted From S&P 100 After Losing 80% of Its Value

Nike just lost its seat at the S&P 100 table after 18 years, and the earnings beat that was supposed to signal a comeback may be masking something far more troubling beneath the surface.

24/7 Wall St.