Onon Stock forecast 2025 to 2030:- This post gives a straightforward, no-nonsense onon stock forecast from late-2025 through 2030. I’ll cover the near term (what’s driving the stock now), a month-by-month snapshot for the remainder of 2025, and year-by-year outlooks for 2026–2030 with key upside/downside drivers, risks, and a short, practical conclusion. At the end: concise FAQ you can scan.
Quick summary (TL;DR)
- On Holding (ticker ONON) is showing stronger-than-expected revenue and profit momentum in 2025; management raised FY2025 guidance after a robust Q3. Reuters+1
- Analysts remain split: many bullish price targets cluster in the $60–$80 range, while some models and short-term forecasts are far lower — so expect high dispersion. StockAnalysis+1
- For a disciplined investor, the onon stock forecast to 2030 should be framed as a growth-at-a-premium story: execution + global retail strength could push shares materially higher, but valuation and cyclical consumer risk create clear downside. Macrotrends
Why ONON is in focus right now (what’s moved the needle)
- Strong retail demand and pricing power. On reported a sharp revenue jump and raised full-year targets in 2025 — management highlighted continued full-price purchases in its core U.S. and Asian markets. That directly supports a constructive onon stock forecast for the near term. Reuters+1
- Analyst optimism (but not unanimous). Consensus price targets from sell-side analysts imply substantial upside for many investors, though the range is wide which signals uncertainty about sustainability. StockAnalysis+1
- Volatility history. ONON has moved a lot since its IPO; that magnifies both short-term downside and upside scenarios. Historical swing to a January 2025 high then lower levels Onon Stock shows how sentiment matters. Macrotrends
Month-by-month snapshot (rest of 2025 — short, practical)
Note: today is Nov 12, 2025, so the immediate months matter for how 2025 shapes the baseline for 2026–2030.
- November 2025: Market reacts to Q3 results and guidance raise — positive sentiment; expect elevated volume and price strength if holiday preorders remain robust. Reuters
- December 2025: Holiday sales and inventory cadence decide whether the guidance increase is sustainable; watch gross margin and sell-through of premium models (Cloudmonster, Roger Pro). Reuters
If both months print solid, the onon stock forecast for 2026 shifts from “prove-it” to “price-in growth.” If they disappoint, analysts may pull targets lower quickly. Onon Stock
Year-by-year outlook (2026 → 2030)
Onon Stock forecast 2026
- Base case: High-single-digit to mid-teens revenue growth; margins modestly expand if full-price selling persists. Many analysts’ one-year targets (mid-$60s) assume continued execution. StockAnalysis
- Catalysts: New product launches, further international expansion (Asia), improved supply chain efficiencies.
- Risks: Macro slowdown or loss of discretionary spend; margin pressure from FX or tariffs.
Takeaway: If On keeps hitting top-line beats, 2026 could be where the onon stock forecast flips from speculative growth to mainstream growth Onon Stock .
Onon Stock forecast 2027
- Bull case: Brand becomes a clear #2–#3 global player in performance footwear; revenue growth re-accelerates; EPS follows.
- Bear case: Pricing pressure in a softer consumer market; marketing and channel investments compress margins.
Takeaway: Execution matters. 2027 separates winners from trend followers.
Onon Stock forecast 2028
- Bull case: Operating leverage kicks in; international diversification cushions any regional slowdown.
- Bear case: Competition from giants (Nike, Adidas) and fast followers forces more discounting; growth slows. Onon Stock
Takeaway: By 2028 investors should be able to more credibly model On’s long-term margins.
Onon Stock forecast 2029
- If On has delivered: The onon stock forecast for 2029 could show a meaningful re-rating (higher multiple) because premium brands can command sustained margins.
- If not: Multiple compresses; the stock drifts sideways or lower.
Onon Stock forecast 2030
- Best outcome: On is a high-teens revenue CAGR company across 2025–2030, market share in key categories, and durable pricing power — stock materially higher (analyst bull cases).
- Worst outcome: Growth plateaus, margins erode, competitive pressures mount — stock underperforms broader markets.
Valuation context (what prices imply)
- Consensus one-year analyst targets in late 2025 cluster in the mid-$60s (significant upside from current levels for many); other models and automated forecasts offer lower short-term views, so the market is pricing both risk and optionality. StockAnalysis+1
- If On sustains the growth and margin improvements management guided to in 2025, the right-hand tail of onon stock forecast scenarios (60–80+ USD) is plausible. If execution falters or the discretionary consumer weakens, downside to the $30s–$40s is also plausible. Macrotrends
Key catalysts to watch (actionable checklist)
- Quarterly revenue beats / misses and margin trajectory. On
- Product sell-through of premium models (pricing resilience). Reuters
- Geographic diversification metrics (U.S. vs. Europe vs. Asia growth). Reuters
- Changes in analyst price targets and consensus revisions. StockAnalysis
Major risks (what can pull the rug)
- Cyclical consumer demand: Athletic footwear is discretionary — recessions hurt.
- Competition & pricing: Big incumbents can outspend or replicate features.
- Supply chain & tariffs: Costs can rise fast and squeeze margins — On has already managed some tariff headwinds. Reuters
- Valuation volatility: High dispersion in forecasts means the stock can move violently on news.
Practical investor playbook (direct advice, no fluff)
- Short-term trader: Trade around earnings and retail data; volatility offers opportunity but press stop-losses tight.
- Swing investor (6–18 months): Use phased buys — add on dips that hold support and trim on spikes above optimistic targets.
- Long-term investor (3–5+ years): Consider position sizing that assumes both execution and cyclicality: e.g., a core position if you believe in brand and margin permanence, but size it smaller if you cannot withstand a 30–50% drawdown.
Conclusion — succinct verdict
The onon stock forecast from late-2025 through 2030 is a growth-at-a-premium story. Recent results and a guidance raise in 2025 give a credible path to higher revenue and improved margins, which underwrite bullish analyst price targets. But the path is not smooth — consumer cyclicality, competitive pressure, and valuation volatility mean downside is real. If you’re bullish on On’s brand and execution, 2026–2028 are the years where that thesis must prove out; if it does, 2029–2030 could reasonably reflect a re-rating. Reuters+2On+2
FAQ
Q: What is the one-year price target consensus?
A: Late-2025 analyst consensus price targets cluster in the mid-$60s, though the range is wide (roughly low-$40s to upper-$70s/low-$80s). Expect revisions after each quarterly print. StockAnalysis+1
Q: Will ONON hit $100 by 2030?
A: The most bullish published scenarios see material upside, but $100 by 2030 requires sustained high CAGR and multiple expansion — possible but not the base case. Many quantitative forecasts predict more modest upper-$50s to $70s outcomes. CoinCodex+1
Q: What’s the biggest single risk?
A: A macro pullback that forces heavy discounting across footwear and apparel — that hits revenue, margins, and investor sentiment simultaneously.
Q: How should I size a position?
A: Base it on risk tolerance. For a long-term thesis, a smaller core stake with add-on rules for execution milestones is sensible. For short-term trading, lean into strict risk controls.
Sources used for this forecast
(Selected to support the key points above: company filings and market coverage — Q3 results, guidance, analyst consensus, historical price action.)